Paradigm Financial Partners, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    westport, CT
  • CIK
    0001766564
  • Alternate names
    Trivium Point Advisory, LLC
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

336

$805.67 M
SPOTIFY TECHNOLOGY S A, NVDA, MSFT, AAPL
13F-HR
May 13, 2025
000195175725000543

338

$792.08 M
SPOTIFY TECHNOLOGY S A, NVDA, MSFT, AAPL
13F-HR
Feb 13, 2025
000195175725000252

328

$717.63 M
NVDA, MSFT, AAPL, HYG
13F-HR
Nov 14, 2024
000195175724001208

300

$671.18 M
SPOTIFY TECHNOLOGY S A, MSFT, NVDA, AAPL
13F-HR
Aug 14, 2024
000195175724000755

219

$464.63 M
SPOTIFY TECHNOLOGY S A, MSFT, AAPL, NVDA
13F-HR
May 15, 2024
000195175724000479

201

$412.31 M
SPOTIFY TECHNOLOGY S A, MSFT, AAPL, HYG
13F-HR
Feb 5, 2024
000195175724000209

191

$362.97 M
SPOTIFY TECHNOLOGY S A, AAPL, MSFT, HYG
13F-HR
Oct 12, 2023
000195175723000556

196

$369.56 M
AAPL, MSFT, HYG, SHYG
13F-HR
Jul 13, 2023
000195175723000343

186

$370.08 M
CPNG, AAPL, MSFT, HYG
13F-HR
Apr 12, 2023
000195175723000143

188

$343.40 M
CPNG, AAPL, HYG, MSFT
13F-HR
Jan 27, 2023
000195175723000080

188

$322.50 M
CPNG, AAPL, MSFT, UBER
13F-HR
Nov 9, 2022
000195175722000004

201

$333.19 M
CPNG, AAPL, MSFT, GOOGL
13F-HR
Jul 27, 2022
000176656422000004

226

$450.43 M
CPNG, AAPL, LYFT, MSFT
13F-HR
May 16, 2022
000176656422000003

247

$476.78 M
LYFT, AAPL, MSFT, UBER
RESTATEMENT
Feb 18, 2022
000176656422000002

227

$421.19 M
LYFT, UBER, MSFT, AAPL
13F-HR
Nov 15, 2021
000176656421000004

218

$400.99 M
LYFT, UBER, AAPL, MSFT
13F-HR
Aug 12, 2021
000176656421000003

197

$369.75 M
SPOTIFY TECHNOLOGY S A, LYFT, UBER, AAPL
13F-HR
May 14, 2021
000176656421000002

181

$346.25 M
SPOTIFY TECHNOLOGY S A, LYFT, UBER, AAPL
13F-HR
Feb 12, 2021
000176656421000001

165

$283.03 M
SPOTIFY TECHNOLOGY S A, UBER, LYFT, AAPL
13F-HR
Nov 10, 2020
000176656420000005

156

$252.63 M
SPOTIFY TECHNOLOGY S A, LYFT, UBER, AAPL
13F-HR
Aug 14, 2020
000176656420000004

141

$194.43 M
SPOTIFY TECHNOLOGY S A, LYFT, UBER, AAPL
13F-HR
May 8, 2020
000176656420000002

161

$257.24 M
SPOTIFY TECHNOLOGY S A, LYFT, UBER, AAPL
13F-HR
Jan 29, 2020
000176656420000001

159

$218.07 M
SPOTIFY TECHNOLOGY S A, MA, MSFT, AAPL
13F-HR
Nov 14, 2019
000176656419000004

162

$224.44 M
SPOTIFY TECHNOLOGY S A, IJH, MA, MSFT
13F-HR
Aug 14, 2019
000176656419000003

168

$214.21 M
SPOTIFY TECHNOLOGY S A, IJH, MA, ADBE
13F-HR
May 15, 2019
000176656419000002

148

$164.81 M
IJH, BAC, BRK.B, MA
13F-HR
Feb 12, 2019
000176656419000001