0001766564-21-000002.txt : 20210514
0001766564-21-000002.hdr.sgml : 20210514
20210514170000
ACCESSION NUMBER: 0001766564-21-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210514
DATE AS OF CHANGE: 20210514
EFFECTIVENESS DATE: 20210514
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Paradigm Financial Partners, LLC
CENTRAL INDEX KEY: 0001766564
IRS NUMBER: 823880559
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19104
FILM NUMBER: 21925688
BUSINESS ADDRESS:
STREET 1: 315 POST ROAD WEST
CITY: WESTPORT
STATE: CT
ZIP: 06880
BUSINESS PHONE: 2032213085
MAIL ADDRESS:
STREET 1: 315 POST ROAD WEST
CITY: WESTPORT
STATE: CT
ZIP: 06880
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001766564
XXXXXXXX
03-31-2021
03-31-2021
Paradigm Financial Partners, LLC
315 POST ROAD WEST
WESTPORT
CT
06880
13F HOLDINGS REPORT
028-19104
N
Carol Robertson
Chief Compliance Officer
203-221-3085
Carol Robertson
Westport
CT
03-31-2021
0
197
369750
false
INFORMATION TABLE
2
13F_ParadigmFinancial_2021Q1.xml
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COM
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COM
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SOLE
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COM
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33247
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AMAZON COM INC
COM
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AON PLC
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COM
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CITIGROUP INC
COM NEW
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CITIZENS FINL GROUP INC
COM
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COM
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COM
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0
26375
TYLER TECHNOLOGIES INC
COM
902252105
302
711
SH
SOLE
0
0
711
UBER TECHNOLOGIES INC
COM
90353T100
15399
282501
SH
SOLE
0
0
282501
UNION PAC CORP
COM
907818108
305
1383
SH
SOLE
0
0
1383
UNITEDHEALTH GROUP INC
COM
91324P102
4382
11778
SH
SOLE
0
0
11778
UPWORK INC
COM
91688F104
1491
33294
SH
SOLE
0
0
33294
VANECK VECTORS ETF TR
EMERGING MKTS HI
92189F353
1217
51491
SH
SOLE
0
0
51491
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
1983
24126
SH
SOLE
0
0
24126
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
3234
38167
SH
SOLE
0
0
38167
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
219
3828
SH
SOLE
0
0
3828
VANGUARD INDEX FDS
SMALL CP ETF
922908751
660
3082
SH
SOLE
0
0
3082
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1054
2893
SH
SOLE
0
0
2893
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
2453
16677
SH
SOLE
0
0
16677
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
270
1303
SH
SOLE
0
0
1303
VEEVA SYS INC
CL A COM
922475108
398
1525
SH
SOLE
0
0
1525
VERISK ANALYTICS INC
COM
92345Y106
361
2041
SH
SOLE
0
0
2041
VERIZON COMMUNICATIONS INC
COM
92343V104
2523
43386
SH
SOLE
0
0
43386
VERU INC
COM
92536C103
216
20000
SH
SOLE
0
0
20000
VISA INC
COM CL A
92826C839
4909
23185
SH
SOLE
0
0
23185
WALMART INC
COM
931142103
2583
19014
SH
SOLE
0
0
19014
WORLD ACCEP CORP DEL
COM
981419104
293
2260
SH
SOLE
0
0
2260
WP CAREY INC
COM
92936U109
967
13668
SH
SOLE
0
0
13668
ZOETIS INC
CL A
98978V103
2580
16383
SH
SOLE
0
0
16383