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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Paradigm Financial Partners, LLC

Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001951757-25-000252

Total Value
$792.1M
Positions
338
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (338)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPOTIFY TECHNOLOGY S ASPOT98,851$44.2M5.58%
2NVIDIA CORPORATIONNVDA210,811$28.3M3.57%
3MICROSOFT CORPMSFT57,944$24.4M3.08%
4APPLE INCAAPL95,682$24.0M3.03%
5AMAZON COM INCAMZN83,469$18.3M2.31%
6ALPHABET INCGOOG86,284$16.3M2.06%
7ISHARES TR46434V407323,289$13.8M1.74%
8ISHARES TR464288513163,441$12.9M1.62%
9INVESCO EXCH TRADED FD TR IIIVZ57,286$12.1M1.52%
10INVESCO QQQ TRIVZ22,230$11.4M1.43%
11JPMORGAN CHASE & CO.VYLD41,325$9.9M1.25%
12MASTERCARD INCORPORATEDMA17,565$9.2M1.17%
13TESLA INCTSLA21,476$8.7M1.09%
14VISA INCV27,140$8.6M1.08%
15SPDR SER TR78468R66393,771$8.6M1.08%
16UNITEDHEALTH GROUP INCUNH15,903$8.0M1.02%
17ISHARES TR464288810136,212$7.9M1.00%
18ISHARES TR46434V613173,518$7.8M0.99%
19HOME DEPOT INCHD19,071$7.4M0.94%
20VANECK ETF TRUST92189F106217,815$7.4M0.93%
21T-MOBILE US INCTMUSZ32,734$7.2M0.91%
22ALPHABET INCGOOG36,880$7.0M0.89%
23COSTCO WHSL CORP NEW22160K1057,372$6.8M0.85%
24COUPANG INCCPNG302,539$6.6M0.84%
25WILLIAMS COS INC969457100122,798$6.6M0.84%
26SCHWAB STRATEGIC TR808524201281,715$6.5M0.82%
27ADOBE INCADBE14,614$6.5M0.82%
28WALMART INCWMT71,035$6.4M0.81%
29BERKSHIRE HATHAWAY INC DELBRK-A13,307$6.0M0.76%
30SPDR S&P 500 ETF TRSPY10,275$6.0M0.76%
31SSGA ACTIVE ETF TR78467V848152,833$6.0M0.76%
32J P MORGAN EXCHANGE TRADED F46641Q670129,855$6.0M0.76%
33AGNC INVT CORP00123Q104630,896$5.8M0.73%
34CINTAS CORPCTAS30,685$5.6M0.71%
35THERMO FISHER SCIENTIFIC INCTMO10,486$5.5M0.69%
36MCDONALDS CORPMCD18,350$5.3M0.67%
37META PLATFORMS INCMETA8,920$5.2M0.66%
38NEXTERA ENERGY INCNEE-PW72,117$5.2M0.65%
39BROADCOM INCAVGO21,901$5.1M0.64%
40TRANE TECHNOLOGIES PLCTT13,679$5.1M0.64%
41ALPS ETF TR00162Q452102,604$4.9M0.62%
42QUANTA SVCS INC74762E10215,469$4.9M0.62%
43SPDR GOLD TRGLD20,166$4.9M0.62%
44LOCKHEED MARTIN CORPLMT9,951$4.8M0.61%
45ISHARES TR4642872007,809$4.6M0.58%
46INVESCO EXCH TRADED FD TR IIIVZ46,844$4.6M0.58%
47INVESCO EXCHANGE TRADED FD TIVZ44,798$4.4M0.56%
48CHENIERE ENERGY INCLNG20,221$4.3M0.55%
49EOG RES INCEOG34,767$4.3M0.54%
50CYBERARK SOFTWARE LTDM2682V10812,499$4.2M0.53%
51SALESFORCE INCCRM12,388$4.1M0.52%
52ISHARES TR46434V787185,635$4.1M0.52%
53ISHARES TR46429B59876,827$4.0M0.51%
54FIRST TR EXCHANGE TRADED FD33734X19233,921$4.0M0.51%
55AMGEN INCAMGN15,210$4.0M0.50%
56ISHARES TR46428828144,041$3.9M0.50%
57MICROSTRATEGY INCSTRK13,203$3.8M0.48%
58SSGA ACTIVE ETF TR78467V60890,950$3.8M0.48%
59ASML HOLDING N VASMLF5,327$3.7M0.47%
60EXXON MOBIL CORPXOM33,844$3.6M0.46%
61ORACLE CORPORCL-PD21,759$3.6M0.46%
62PEPSICO INCPEP23,762$3.6M0.46%
63VANECK ETF TRUST92189H40969,042$3.6M0.45%
64S&P GLOBAL INCSPGI7,148$3.6M0.45%
65CME GROUP INCCME15,290$3.6M0.45%
66SCHWAB STRATEGIC TR808524771148,005$3.5M0.44%
67EATON CORP PLCETN10,531$3.5M0.44%
68ICICI BANK LIMITEDIBN115,807$3.5M0.44%
69DISNEY WALT CO25468710630,824$3.4M0.43%
70ISHARES TR46435G342160,162$3.4M0.43%
71PARKER-HANNIFIN CORPPH5,372$3.4M0.43%
72DATADOG INCDDOG23,531$3.4M0.42%
73FIRST TR EXCHANGE TRADED FD33737A10828,151$3.4M0.42%
74WISDOMTREE TRWT74,183$3.4M0.42%
75VERTEX PHARMACEUTICALS INCVRTX8,269$3.3M0.42%
76CAPITAL ONE FINL CORP14040H10518,626$3.3M0.42%
77AMERICAN WTR WKS CO INC NEW03042010326,108$3.3M0.41%
78NORTHROP GRUMMAN CORPNOC6,607$3.1M0.39%
79GLOBAL X FDS37954Y34361,827$3.1M0.39%
80ISHARES TR46428750748,136$3.0M0.38%
81ZOETIS INCZTS18,253$3.0M0.38%
82HCA HEALTHCARE INCHCA9,319$2.8M0.35%
83MASTEC INCMTZ19,825$2.7M0.34%
84EMERSON ELEC COEMR21,327$2.6M0.33%
85VANGUARD INDEX FDS9229083634,862$2.6M0.33%
86SYNOPSYS INCSNPS5,391$2.6M0.33%
87INDEPENDENCE RLTY TR INC45378A106131,768$2.6M0.33%
88TJX COS INC NEW87254010921,365$2.6M0.33%
89VANGUARD SCOTTSDALE FDS92206C87032,066$2.6M0.32%
90SPDR SER TR78464A87028,429$2.6M0.32%
91ROPER TECHNOLOGIES INCROP4,673$2.4M0.31%
92ALTRIA GROUP INCMO45,930$2.4M0.30%
93VANGUARD INDEX FDS9229087519,988$2.4M0.30%
94VANECK ETF TRUST92189F60129,250$2.4M0.30%
95AMERICAN TOWER CORP NEW03027X10012,909$2.4M0.30%
96PROCTER AND GAMBLE CO74271810913,969$2.3M0.30%
97FIRST TR EXCHANGE-TRADED FD33738D30949,311$2.3M0.29%
98LINDE PLCLIN5,428$2.3M0.29%
99CAMECO CORPCCJ43,842$2.3M0.28%
100J P MORGAN EXCHANGE TRADED F46641Q44950,211$2.2M0.28%
101SPDR SER TR78468R60695,624$2.2M0.28%
102FS KKR CAP CORPFSK103,050$2.2M0.28%
103FIRST TR EXCHANGE-TRADED FD33741X10261,619$2.2M0.28%
104NXP SEMICONDUCTORS N VNXPI10,569$2.2M0.28%
105FRANKLIN TEMPLETON ETF TRFGDL90,128$2.2M0.28%
106ISHARES TR46428715016,896$2.2M0.27%
107SCHWAB STRATEGIC TR80852479776,250$2.1M0.26%
108MICRON TECHNOLOGY INCMU24,505$2.1M0.26%
109FIRST TR EXCHANGE-TRADED FD33738R50634,723$2.1M0.26%
110ELI LILLY & COLLY2,595$2.0M0.25%
111AT&T INCT-PC85,425$1.9M0.25%
112INTERNATIONAL BUSINESS MACHSINTR8,569$1.9M0.24%
113REPUBLIC SVCS INC7607591008,972$1.8M0.23%
114AMPLIFY ETF TR03210866423,982$1.8M0.23%
115SPDR SER TR78464A63110,745$1.8M0.22%
116CINCINNATI FINL CORP17206210112,128$1.7M0.22%
117ANHEUSER BUSCH INBEV SA/NVBUDFF34,210$1.7M0.22%
118HARTFORD FINL SVCS GROUP INCHIG-PG15,178$1.7M0.21%
119NETFLIX INCNFLX1,855$1.7M0.21%
120ISHARES TR46428841415,406$1.6M0.21%
121BANK AMERICA CORP06050510437,321$1.6M0.21%
122CITIZENS FINL GROUP INCCIA37,415$1.6M0.21%
123ABBVIE INCABBV9,213$1.6M0.21%
124FIFTH THIRD BANCORPFITBM37,898$1.6M0.20%
125PIMCO ETF TR72201R83315,802$1.6M0.20%
126CHEVRON CORP NEWCVX10,946$1.6M0.20%
127VERIZON COMMUNICATIONS INCVZ39,075$1.6M0.20%
128ISHARES TR46428864629,922$1.5M0.20%
129VANGUARD INDEX FDS9229085129,560$1.5M0.20%
130KLA CORPKLAC2,445$1.5M0.19%
131ISHARES TR4642875237,134$1.5M0.19%
132MERCK & CO INCMRK15,305$1.5M0.19%
133INTERNATIONAL PAPER CO46014610327,852$1.5M0.19%
134ISHARES TR46428747311,503$1.5M0.19%
135ENTERGY CORP NEWENO19,537$1.5M0.19%
136ISHARES TR46432F84220,590$1.4M0.18%
137FIRST TR EXCH TRD ALPHDX FD33737J30738,228$1.4M0.18%
138VANGUARD INDEX FDS9229085385,646$1.4M0.18%
139US BANCORP DELUSB-PS29,764$1.4M0.18%
140PALO ALTO NETWORKS INCPANW7,719$1.4M0.18%
141ISHARES TR46428815813,150$1.4M0.18%
142ISHARES TR4642876143,446$1.4M0.17%
143JOHNSON & JOHNSONJNJ9,378$1.4M0.17%
144METLIFE INCMET-PF16,481$1.3M0.17%
145ISHARES TR46435G21930,057$1.3M0.17%
146PHILIP MORRIS INTL INC71817210911,009$1.3M0.17%
147DUKE ENERGY CORP NEWDUKB12,278$1.3M0.17%
148COCA COLA COKO20,322$1.3M0.16%
149GLOBAL X FDS37954Y87147,017$1.3M0.16%
150GLOBAL X FDS37954Y67330,859$1.2M0.16%
151AMERICAN ELEC PWR CO INC02553710113,389$1.2M0.16%
152IREN LIMITEDIREN123,000$1.2M0.15%
153ISHARES TR46434V80334,425$1.2M0.15%
154CISCO SYS INCCSCO20,196$1.2M0.15%
155ISHARES TR46428868736,863$1.2M0.15%
156FS CREDIT OPPORTUNITIES CORPFSCO158,913$1.1M0.14%
157PUBLIC SVC ENTERPRISE GRP IN74457310612,760$1.1M0.14%
158FIRSTENERGY CORPFE26,990$1.1M0.14%
159ISHARES TR4642878049,123$1.1M0.13%
160AMERICAN HEALTHCARE REIT INCAHR36,948$1.1M0.13%
161PROLOGIS INC.PLDGP9,918$1.0M0.13%
162CITIGROUP INCC-PR14,787$1.0M0.13%
163ISHARES TR46428858811,322$1.0M0.13%
164NOVO-NORDISK A SNONOF12,035$1.0M0.13%
165SEMPRASREA11,757$1.0M0.13%
166SPDR SER TR78464A47433,314$994,7540.13%
167NISOURCE INCNI27,037$993,8800.13%
168MARATHON PETE CORPMARA7,084$988,2180.12%
169SERVICENOW INCNOW931$986,9720.12%
170DTE ENERGY CODTK8,149$983,9420.12%
171ISHARES TR46428863818,983$977,8090.12%
172VANGUARD INDEX FDS9229086373,548$956,9680.12%
173SPDR SER TR78468R62210,002$954,8910.12%
174INTUITIVE SURGICAL INCISRG1,826$953,0990.12%
175ISHARES TR46429B65518,655$949,1660.12%
176CSX CORPCSX29,104$939,1860.12%
177PFIZER INCPFE35,255$935,3040.12%
178UNION PAC CORPUNP3,944$899,3690.11%
179ROBLOX CORPRBLX15,543$899,3180.11%
180DOMINION ENERGY INCD16,435$885,1890.11%
181UNUM GROUPUNMA11,947$872,4890.11%
182CION INVT CORP17259U20476,014$866,5600.11%
183BANK NEW YORK MELLON CORP06405810011,109$853,4890.11%
184PACER FDS TR69374H88115,110$853,4110.11%
185FIDELITY NATIONAL FINANCIALFNF14,963$840,0230.11%
186UBER TECHNOLOGIES INCUBER13,750$829,4000.10%
187FREEPORT-MCMORAN INCFCX21,676$825,4180.10%
188MARSH & MCLENNAN COS INC5717481023,868$821,5310.10%
189GENERAL MLS INC37033410412,748$812,9400.10%
190UNITED PARCEL SERVICE INCUPS6,430$810,7820.10%
191J P MORGAN EXCHANGE TRADED F46641Q83716,011$806,4740.10%
192SPDR SER TR78464A85411,414$786,8810.10%
193SPDR SER TR78468R40831,081$784,8060.10%
194INVESCO EXCHANGE TRADED FD TIVZ11,173$748,9260.09%
195ANNALY CAPITAL MANAGEMENT INNLY-PJ40,791$746,4740.09%
196SCHLUMBERGER LTDSLB19,454$745,8660.09%
197SCHWAB STRATEGIC TR80852475522,322$741,3090.09%
198ACCENTURE PLC IRELANDACN2,069$727,8540.09%
199ISHARES TR4642872426,742$720,2960.09%
200EVERSOURCE ENERGYES11,578$664,9250.08%
201VANGUARD INDEX FDS9229087361,619$664,6110.08%
202ISHARES INC46434G10312,514$653,4850.08%
203SCHWAB STRATEGIC TR80852473022,470$652,7390.08%
204ISHARES TR4642898598,419$645,0110.08%
205VANGUARD WORLD FD9219107099,442$639,4020.08%
206ISHARES TR4642874997,027$621,1730.08%
207KINDER MORGAN INC DELEP-PC22,293$610,8290.08%
208HP INCHPQ18,196$593,7350.07%
209VANGUARD INDEX FDS9229087443,431$580,8530.07%
210ISHARES TR46428832310,901$580,1300.07%
211ISHARES TR4642874326,614$577,5640.07%
212INTERPUBLIC GROUP COS INCINTR20,179$565,4160.07%
213AMDOCS LTDDOX6,551$557,7520.07%
214BRISTOL-MYERS SQUIBB COCELG-RI9,792$553,8160.07%
215ISHARES TR4642886125,059$527,3000.07%
216REGIONS FINANCIAL CORP NEWRF-PF22,399$526,8240.07%
217WISDOMTREE TRWT15,309$526,3320.07%
218PUBLIC STORAGE OPER COPSA-PS1,752$524,6490.07%
219WEC ENERGY GROUP INCWEC5,492$516,4720.07%
220SONOCO PRODS CO83549510210,512$513,5110.06%
221VANGUARD CHARLOTTE FDS92203J40710,376$508,9470.06%
222WATSCO INCWSO-B1,073$508,4840.06%
223SCHWAB CHARLES CORPSCHW-PJ6,825$505,0850.06%
224GENUINE PARTS COGPC4,243$495,4130.06%
225FORD MTR CO34537086049,838$493,4000.06%
226PRINCIPAL FINANCIAL GROUP INPFG6,373$493,3340.06%
227BLOCK H & R INCBSQKZ9,160$484,0140.06%
228VANGUARD SCOTTSDALE FDS92206C7068,178$474,3240.06%
229XPO INCXPO3,606$472,9270.06%
230VISTRA CORPVST3,369$464,4840.06%
231GOLDMAN SACHS GROUP INCGSCE804$460,3860.06%
232VANGUARD WORLD FD9219108161,340$460,1690.06%
233XCEL ENERGY INCXELLL6,815$460,1490.06%
234VANGUARD INDEX FDS9229087691,573$455,8030.06%
235CONSTELLATION ENERGY CORPCEG2,017$451,2230.06%
236BLACKSTONE INCBX2,606$449,3600.06%
237GRAINGER W W INC384802104421$443,7550.06%
238VANECK ETF TRUST92189H7488,289$437,3980.06%
239AIRBNB INCABNB3,309$434,8360.05%
240ISHARES INC46434G8226,460$433,4580.05%
241QUALCOMM INCQCOM2,811$431,8870.05%
242ISHARES TR4642876551,945$429,7670.05%
243AFLAC INCAFL4,109$425,0350.05%
244LYONDELLBASELL INDUSTRIES NLYB5,675$421,4820.05%
245GE AEROSPACE3696043012,523$420,7900.05%
246TRUIST FINL CORP89832Q1099,630$417,7490.05%
247CENCORA INCCOR1,859$417,6800.05%
248PALANTIR TECHNOLOGIES INCPLTR5,509$416,6460.05%
249VANGUARD INTL EQUITY INDEX F9220428589,278$408,5850.05%
250DANAHER CORPORATION2358511021,771$406,6260.05%
251ISHARES TR4642895118,100$400,1400.05%
252COMCAST CORP NEWCCZ10,644$399,4880.05%
253PNC FINL SVCS GROUP INC6934751052,015$388,5930.05%
254VANGUARD SCOTTSDALE FDS92206C4094,973$387,9440.05%
255COLGATE PALMOLIVE COCL4,181$380,0900.05%
256ISHARES GOLD TRIAU7,673$379,8900.05%
257VANGUARD INDEX FDS9229085534,209$374,9590.05%
258PAYCHEX INCPAYX2,653$371,9750.05%
259JEFFERIES FINL GROUP INC47233W1094,730$370,8320.05%
260BOOKING HOLDINGS INCBKNG74$367,6630.05%
261ISHARES TR4642871682,762$362,6230.05%
262ARES MANAGEMENT CORPORATIONARES-PB2,047$362,3530.05%
263FIRST TR NASDAQ 100 TECH IND3373451021,918$361,1600.05%
264SELECT SECTOR SPDR TR81369Y8031,550$360,2960.05%
265ISHARES TR4642885703,267$360,1380.05%
266APPLIED MATLS INC0382221052,213$359,9000.05%
267CHUBB LIMITEDCB1,264$349,1440.04%
268J P MORGAN EXCHANGE TRADED F46641Q3086,714$348,3360.04%
269HONEYWELL INTL INC4385161061,525$344,7780.04%
270ADVANCED MICRO DEVICES INCAMD2,852$344,4930.04%
271ABBOTT LABSABLZF3,038$343,6090.04%
272ISHARES TR4642886612,959$341,8650.04%
273VERTIV HOLDINGS COVRT3,004$341,2680.04%
274AON PLCAON949$340,8430.04%
275ISHARES TR4642876481,170$336,7910.04%
276WHIRLPOOL CORPWHR-PA2,921$334,3960.04%
277ONEMAIN HLDGS INCOMF6,360$331,5470.04%
278L3HARRIS TECHNOLOGIES INCLHX1,569$330,0000.04%
279TYLER TECHNOLOGIES INCTYL569$328,1080.04%
280FEDEX CORPFDX1,155$325,0540.04%
281MORGAN STANLEYMS-PQ2,585$324,9570.04%
282ISHARES TR4642874573,941$323,0830.04%
283ITRON INCITRI2,965$321,9400.04%
284MOTOROLA SOLUTIONS INCMSI696$321,7440.04%
285ESSEX PPTY TR INC2971781051,119$319,3570.04%
286ISHARES TR4642882572,703$317,6030.04%
287SILA REALTY TRUST INCSILA12,918$314,1660.04%
288VANGUARD SCOTTSDALE FDS92206C7716,909$313,2490.04%
289SELECT SECTOR SPDR TR81369Y2092,258$310,5680.04%
290ISHARES TR4642872347,279$304,4080.04%
291KRATOS DEFENSE & SEC SOLUTIO50077B20711,478$302,7900.04%
292TARGET CORPTGT2,208$298,4770.04%
293PULTE GROUP INC7458671012,659$289,5650.04%
294UNITED THERAPEUTICS CORP DELUTHR813$286,8590.04%
295SELECT SECTOR SPDR TR81369Y6055,917$285,9450.04%
296VEEVA SYS INCVEEV1,358$285,5200.04%
297INTUITINTU436$274,0760.03%
298SEAGATE TECHNOLOGY HLDNGS PLSE3,141$271,1000.03%
299AMERICAN EXPRESS COAXP909$269,7820.03%
300STRYKER CORPORATIONSYK733$263,9380.03%
301EVEREST GROUP LTDEG715$259,1590.03%
302ISHARES TR4642874812,031$257,4290.03%
303WP CAREY INC92936U1094,703$256,2330.03%
304VANGUARD WORLD FD9219108402,046$255,5660.03%
305CATERPILLAR INCCAT703$255,1220.03%
306DEXCOM INCDXCM3,255$253,1410.03%
307VANGUARD INTL EQUITY INDEX F9220427754,405$252,8930.03%
308CROWN CASTLE INCCCI2,774$251,7900.03%
309WELLS FARGO CO NEW9497461013,574$251,0600.03%
310BUILDERS FIRSTSOURCE INCBLDR1,733$247,6980.03%
311SPROUTS FMRS MKT INC85208M1021,944$247,0240.03%
312SELECT SECTOR SPDR TR81369Y8863,174$240,2440.03%
313THE TRADE DESK INC88339J1051,965$230,9460.03%
314CMS ENERGY CORPCMS-PC3,396$226,3640.03%
315OMNICOM GROUP INCOMC2,626$225,9410.03%
316TEXAS INSTRS INC8825081041,202$225,3870.03%
317ISHARES TR46435G3263,485$224,6770.03%
318CONOCOPHILLIPSCOP2,264$224,5210.03%
319SPDR SER TR78464A4092,544$223,6300.03%
320BECTON DICKINSON & COBDX983$223,0130.03%
321WASTE MGMT INC DEL94106L1091,103$222,5260.03%
322ISHARES TR46432F8343,316$219,3200.03%
323GENERAL DYNAMICS CORPGD825$217,4660.03%
324VANGUARD SCOTTSDALE FDS92206C1023,662$213,0550.03%
325ISHARES TR4642874652,815$212,8420.03%
326ISHARES TR4642886532,128$211,8090.03%
327GALLAGHER ARTHUR J & CO363576109736$208,9140.03%
328GE VERNOVA INCGEV632$207,8840.03%
329WENDYS CO95058W10012,616$205,6410.03%
330VANGUARD INDEX FDS9229086111,036$205,3140.03%
331TAIWAN SEMICONDUCTOR MFG LTD8740391001,032$203,8100.03%
332NUVEEN MUN CR OPPORTUNITIESNU18,321$194,3870.02%
333LYFT INCLYFT12,892$166,3070.02%
334SOFI TECHNOLOGIES INCSOFI10,398$160,1290.02%
335BRIGHTSPIRE CAPITAL INCBRSP19,092$107,6790.01%
336FLAGSTAR FINANCIAL INCFLG-PU10,266$95,7790.01%
337ENZO BIOCHEM INC29410010219,500$13,9290.00%
338VERU INCVERU20,000$13,0100.00%