Paragon Private Wealth Management »

Zacks Trust shares owned by Paragon Private Wealth Management

Quarter-by-quarter ownership of Zacks Trust shares owned by Paragon Private Wealth Management from 13F filings

Historical chart of Paragon Private Wealth Management investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Paragon Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Zacks Trust by Paragon Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 40k 25.24

More positions owned by Paragon Private Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr Rus Mid Cap Etf (IWR)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchange-traded Dj Internt Idx (FDN)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
First Tr Exchange Traded Nasdq Semcndtr (FTXL)
Visa Com Cl A (V)

View all positions for Paragon Private Wealth Management

Top funds holding Zacks Trust

Advisory Services Network
Navigation Wealth Management
Axxcess Wealth Management
Continental Investors Services
Balboa Wealth Partners
Arete Wealth Advisors
Paragon Private Wealth Management
Creative Planning
Simplicity Wealth
Unique Wealth
Atria Investments
Axiom Financial Strategies
Change Path
Retirement Wealth Solutions
Harbour Investments

View all funds holding Zacks Trust