Long-term investor

Paradigm, Strategies In Wealth Management, LLC @paradigmstrategiesinweal

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001859579).

Record

  • Tracked since 2025-06-30 (448 days), 50 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.0% · 6 months n/a · 1 year +15.8% · all +15.8%
  • Max drawdown n/a · win rate 23% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 808524300 · 13.4% · long · since 2025-06-30
  • 464287804 · 11.8% · long · since 2025-06-30
  • 808524797 · 11.8% · long · since 2025-06-30
  • 46434V803 · 10.9% · long · since 2025-06-30
  • 46641Q837 · 7.5% · long · since 2025-06-30
  • 808524805 · 5.2% · long · since 2025-06-30
  • 46438G372 · 3.0% · long · since 2025-09-30
  • AAPL · 2.6% · long · since 2025-06-30
  • 78462F103 · 2.6% · long · since 2025-06-30
  • 46438G653 · 2.5% · long · since 2025-06-30
  • PG · 2.3% · long · since 2025-06-30
  • 808524508 · 2.3% · long · since 2025-06-30

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