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S&p Global shares owned by Paragon Private Wealth Management

Quarter-by-quarter ownership of S&p Global shares owned by Paragon Private Wealth Management from 13F filings

Historical chart of Paragon Private Wealth Management investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Paragon Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Paragon Private Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $772k 1.9k 407.28

More positions owned by Paragon Private Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Ishares Tr Rus Mid Cap Etf (IWR)
First Tr Exchange Traded Nasdq Semcndtr (FTXL)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Seagate Technology Hldngs Pl Ord Shs (STX)
Kla Corp Com New (KLAC)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Applied Materials (AMAT)

View all positions for Paragon Private Wealth Management

Top funds holding S&p Global

Sather Financial
Clio Asset Management
Krueger & Catalano Capital Partners
Investment House
Ridgecrest Wealth Partners
Ceera Investments
Citrine Capital
Crew Capital Management
Cape Investment Advisory
Paragon Private Wealth Management
Indivisible Partners
Jacobsen Capital Management
Perryman Financial Advisory Inc /ad
Atlas Legacy Advisors
Cushing Capital Partners

View all funds holding S&p Global