Paragon Private Wealth Management
Latest statistics and disclosures from Paragon Private Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, GOOGL, IWR, and represent 20.62% of Paragon Private Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPY, IBM, AVGO, NVDA, AAPL, F, STX, VUSB, FDVV, BX.
- Started 7 new stock positions in AEP, T, RBC, BA, PSX, F, HAL.
- Reduced shares in these 10 stocks: VOO, IJT, INTU, META, ARKB, BRK.B, , , GOOG, VTI.
- Sold out of its positions in ARKB, FTSM, INTU, KKR, PRU, XBI, VGT, VTI, ACN.
- Paragon Private Wealth Management was a net buyer of stock by $7.7M.
- Paragon Private Wealth Management has $320M in assets under management (AUM), dropping by -1.88%.
- Central Index Key (CIK): 0001922684
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Portfolio Holdings for Paragon Private Wealth Management
Paragon Private Wealth Management holds 218 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.8 | $15M | +3% | 88k | 174.40 |
|
| Apple (AAPL) | 4.8 | $15M | +2% | 60k | 253.80 |
|
| Microsoft Corporation (MSFT) | 4.3 | $14M | 37k | 370.16 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $13M | 45k | 287.56 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 2.6 | $8.4M | +2% | 87k | 97.23 |
|
| Amazon (AMZN) | 2.6 | $8.4M | +2% | 41k | 208.27 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.1 | $6.9M | +3% | 55k | 124.31 |
|
| Broadcom (AVGO) | 2.1 | $6.7M | +9% | 22k | 309.50 |
|
| Meta Platforms Cl A (META) | 2.1 | $6.6M | -4% | 12k | 573.18 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.7 | $5.5M | +5% | 108k | 50.61 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 1.6 | $5.2M | +6% | 104k | 49.79 |
|
| First Tr Exchange Traded Nasdq Semcndtr (FTXL) | 1.4 | $4.5M | -2% | 31k | 147.47 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 1.4 | $4.3M | -3% | 19k | 234.03 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $3.9M | -6% | 8.2k | 479.20 |
|
| Tesla Motors (TSLA) | 1.2 | $3.8M | +6% | 10k | 371.75 |
|
| Kla Corp Com New (KLAC) | 1.1 | $3.4M | +5% | 2.3k | 1472.40 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $3.2M | +8% | 11k | 294.17 |
|
| Visa Com Cl A (V) | 0.9 | $3.0M | -3% | 9.9k | 303.99 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.9 | $3.0M | +12% | 7.7k | 391.78 |
|
| Listed Fds Tr Roundhill Magnif (MAGS) | 0.9 | $3.0M | +6% | 52k | 57.94 |
|
| Netflix (NFLX) | 0.9 | $2.9M | +3% | 31k | 96.15 |
|
| Vaneck Etf Trust Biotech Etf (BBH) | 0.9 | $2.9M | +5% | 15k | 188.03 |
|
| International Business Machines (IBM) | 0.9 | $2.9M | +29% | 12k | 242.38 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.9 | $2.8M | -6% | 31k | 92.76 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.9 | $2.8M | 45k | 62.56 |
|
|
| Eli Lilly & Co. (LLY) | 0.9 | $2.7M | +9% | 3.0k | 922.85 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.8 | $2.6M | +3% | 24k | 107.30 |
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.8 | $2.6M | +11% | 67k | 38.98 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $2.5M | +2% | 10k | 248.00 |
|
| Zacks Trust Earngs Constant (ZECP) | 0.8 | $2.5M | -3% | 75k | 33.83 |
|
| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.8 | $2.5M | 33k | 76.02 |
|
|
| Quanta Services (PWR) | 0.8 | $2.4M | -3% | 4.4k | 549.04 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.7 | $2.4M | +13% | 12k | 196.19 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $2.3M | +11% | 5.3k | 436.76 |
|
| Abbvie (ABBV) | 0.7 | $2.3M | 11k | 217.49 |
|
|
| Applied Materials (AMAT) | 0.7 | $2.3M | +3% | 6.7k | 343.05 |
|
| Waste Management (WM) | 0.7 | $2.3M | -2% | 9.9k | 229.79 |
|
| First Tr Exchange-traded Consumr Discre (FXD) | 0.7 | $2.2M | -3% | 35k | 64.02 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $2.2M | +58% | 3.4k | 650.36 |
|
| Blackrock (BLK) | 0.6 | $2.0M | +4% | 2.0k | 968.86 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.6 | $1.9M | 29k | 67.12 |
|
|
| Deere & Company (DE) | 0.6 | $1.9M | +6% | 3.4k | 563.36 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $1.9M | -49% | 3.2k | 597.61 |
|
| Johnson & Johnson (JNJ) | 0.6 | $1.9M | +3% | 7.7k | 244.85 |
|
| American Express Company (AXP) | 0.6 | $1.8M | -2% | 6.0k | 303.90 |
|
| First Tr Exchange-traded SHS (QTEC) | 0.6 | $1.8M | 8.3k | 215.98 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $1.7M | +5% | 12k | 144.25 |
|
| First Tr Exchange-traded Tech Alphadex (FXL) | 0.5 | $1.7M | -2% | 11k | 158.87 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.7M | 3.9k | 430.29 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.5 | $1.7M | +22% | 30k | 55.24 |
|
| Corning Incorporated (GLW) | 0.5 | $1.7M | +11% | 12k | 136.05 |
|
| First Tr Exchange-traded Indls Prod Dur (FXR) | 0.5 | $1.7M | -4% | 20k | 81.63 |
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.5 | $1.6M | +5% | 12k | 133.20 |
|
| First Tr Exchange-traded Cloud Computing (SKYY) | 0.5 | $1.6M | -5% | 15k | 109.36 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $1.6M | +13% | 1.6k | 996.65 |
|
| Targa Res Corp (TRGP) | 0.5 | $1.5M | -6% | 6.0k | 250.69 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $1.5M | +2% | 8.8k | 169.57 |
|
| Wal-Mart Stores (WMT) | 0.5 | $1.5M | +5% | 12k | 124.34 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.5 | $1.5M | +9% | 44k | 33.22 |
|
| United Rentals (URI) | 0.5 | $1.5M | +5% | 2.0k | 728.57 |
|
| Illinois Tool Works (ITW) | 0.5 | $1.5M | +3% | 5.6k | 260.30 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.4 | $1.4M | 32k | 44.62 |
|
|
| Lowe's Companies (LOW) | 0.4 | $1.4M | +4% | 5.9k | 236.28 |
|
| Abbott Laboratories (ABT) | 0.4 | $1.4M | -8% | 14k | 102.67 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.4 | $1.4M | -6% | 19k | 73.14 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.3M | +5% | 4.3k | 310.81 |
|
| Chevron Corporation (CVX) | 0.4 | $1.3M | +14% | 6.5k | 206.90 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $1.3M | +27% | 46k | 29.13 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.4 | $1.3M | +26% | 14k | 95.48 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $1.3M | +22% | 4.5k | 287.15 |
|
| Analog Devices (ADI) | 0.4 | $1.3M | +2% | 4.1k | 318.16 |
|
| Zacks Trust Quality Internat (QUIZ) | 0.4 | $1.3M | -3% | 47k | 26.96 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.4 | $1.3M | +22% | 35k | 35.94 |
|
| Ge Aerospace Com New (GE) | 0.4 | $1.2M | +17% | 4.4k | 283.76 |
|
| Charles Schwab Corporation (SCHW) | 0.4 | $1.2M | -12% | 13k | 93.98 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) | 0.4 | $1.2M | +25% | 46k | 26.27 |
|
| Oracle Corporation (ORCL) | 0.4 | $1.2M | -14% | 8.1k | 147.56 |
|
| Digital Realty Trust (DLR) | 0.4 | $1.2M | -2% | 6.5k | 180.21 |
|
| First Tr Exchange-traded Nasdaq 100 Ex (QQXT) | 0.4 | $1.2M | -2% | 12k | 97.62 |
|
| Arista Networks Com Shs (ANET) | 0.4 | $1.2M | 9.5k | 122.78 |
|
|
| Automatic Data Processing (ADP) | 0.4 | $1.1M | -13% | 5.6k | 203.18 |
|
| Sherwin-Williams Company (SHW) | 0.4 | $1.1M | -3% | 3.6k | 320.59 |
|
| Palo Alto Networks (PANW) | 0.3 | $1.1M | +3% | 6.9k | 160.32 |
|
| Nextera Energy (NEE) | 0.3 | $1.1M | 12k | 92.92 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $1.1M | +8% | 11k | 95.44 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) | 0.3 | $1.1M | 22k | 48.49 |
|
|
| General Dynamics Corporation (GD) | 0.3 | $1.0M | -2% | 3.0k | 343.23 |
|
| Amgen (AMGN) | 0.3 | $1.0M | +5% | 2.9k | 351.82 |
|
| Zacks Trust Small/mid Cap (SMIZ) | 0.3 | $1.0M | -3% | 27k | 37.07 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.3 | $994k | 14k | 69.71 |
|
|
| Medtronic SHS (MDT) | 0.3 | $992k | +9% | 12k | 86.64 |
|
| Boston Scientific Corporation (BSX) | 0.3 | $969k | -3% | 15k | 62.75 |
|
| salesforce (CRM) | 0.3 | $959k | -8% | 5.1k | 186.67 |
|
| Pepsi (PEP) | 0.3 | $955k | +11% | 6.1k | 155.64 |
|
| Capital One Financial (COF) | 0.3 | $951k | +10% | 5.2k | 182.44 |
|
| Cisco Systems (CSCO) | 0.3 | $950k | +13% | 12k | 77.59 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $933k | 41k | 22.91 |
|
|
| Qualcomm (QCOM) | 0.3 | $906k | +11% | 7.0k | 129.85 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $887k | +2% | 1.9k | 461.00 |
|
| Verizon Communications (VZ) | 0.3 | $863k | +18% | 17k | 50.20 |
|
| S&p Global (SPGI) | 0.3 | $854k | 2.0k | 425.36 |
|
|
| ConocoPhillips (COP) | 0.3 | $850k | +29% | 6.4k | 131.99 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $848k | -9% | 8.0k | 106.01 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $834k | +6% | 1.4k | 577.33 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.3 | $828k | 25k | 33.77 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $826k | +55% | 7.2k | 115.00 |
|
| Stryker Corporation (SYK) | 0.3 | $825k | 2.5k | 328.56 |
|
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.3 | $824k | -3% | 5.0k | 165.70 |
|
| Home Depot (HD) | 0.3 | $817k | -10% | 2.5k | 328.87 |
|
| Caterpillar (CAT) | 0.3 | $807k | +14% | 1.1k | 708.72 |
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| Paychex (PAYX) | 0.3 | $804k | +28% | 8.7k | 92.11 |
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| Truist Financial Corp equities (TFC) | 0.3 | $801k | +12% | 17k | 45.96 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $774k | -6% | 1.5k | 499.77 |
|
| Nrg Energy Com New (NRG) | 0.2 | $740k | -2% | 5.1k | 146.12 |
|
| Constellation Energy (CEG) | 0.2 | $726k | +4% | 2.6k | 279.27 |
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| Axon Enterprise (AXON) | 0.2 | $722k | -13% | 1.7k | 424.69 |
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| Uber Technologies (UBER) | 0.2 | $720k | +3% | 10k | 71.93 |
|
| Royal Caribbean Cruises (RCL) | 0.2 | $688k | -2% | 2.5k | 276.76 |
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| Public Service Enterprise (PEG) | 0.2 | $674k | +12% | 8.3k | 80.95 |
|
| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.2 | $655k | -3% | 15k | 44.87 |
|
| Coca-Cola Company (KO) | 0.2 | $654k | +15% | 8.6k | 76.05 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.2 | $654k | +7% | 10k | 62.68 |
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| Southern Company (SO) | 0.2 | $635k | +14% | 6.6k | 96.52 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $630k | +4% | 12k | 53.35 |
|
| Cintas Corporation (CTAS) | 0.2 | $628k | -2% | 3.7k | 169.13 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $620k | +9% | 4.2k | 146.28 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $617k | +12% | 1.0k | 604.38 |
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| Wec Energy Group (WEC) | 0.2 | $600k | -3% | 5.2k | 115.77 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $594k | -6% | 1.8k | 328.71 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $585k | +17% | 4.0k | 146.63 |
|
| Rbc Cad (RY) | 0.2 | $581k | +15% | 3.6k | 161.78 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $575k | +8% | 2.7k | 214.16 |
|
| Prologis (PLD) | 0.2 | $562k | +2% | 4.3k | 132.18 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $550k | -46% | 3.8k | 144.71 |
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| Servicenow (NOW) | 0.2 | $549k | -7% | 5.3k | 104.55 |
|
| Advanced Micro Devices (AMD) | 0.2 | $542k | +4% | 2.7k | 203.43 |
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| Bank of America Corporation (BAC) | 0.2 | $537k | +4% | 11k | 48.75 |
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| Goldman Sachs (GS) | 0.2 | $536k | +25% | 626.00 | 855.63 |
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| McKesson Corporation (MCK) | 0.2 | $526k | -4% | 608.00 | 865.43 |
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| Columbia Etf Tr I Multi Sec Muni (MUST) | 0.2 | $497k | 24k | 20.51 |
|
|
| Genuine Parts Company (GPC) | 0.2 | $486k | +34% | 4.6k | 105.75 |
|
| Nike CL B (NKE) | 0.1 | $478k | -5% | 9.0k | 52.82 |
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| Omni (OMC) | 0.1 | $476k | +18% | 6.3k | 75.30 |
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| TJX Companies (TJX) | 0.1 | $465k | 2.9k | 159.89 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $450k | -9% | 2.1k | 216.58 |
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| Union Pacific Corporation (UNP) | 0.1 | $448k | 1.8k | 242.67 |
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| Kimco Realty Corporation (KIM) | 0.1 | $446k | +22% | 20k | 22.47 |
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| American Tower Reit (AMT) | 0.1 | $443k | -5% | 2.6k | 172.57 |
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| Philip Morris International (PM) | 0.1 | $442k | +10% | 2.7k | 165.32 |
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| Micron Technology (MU) | 0.1 | $440k | +10% | 1.3k | 337.87 |
|
| Eaton Corp SHS (ETN) | 0.1 | $438k | +6% | 1.2k | 357.67 |
|
| Ssga Active Tr Sst Bridgewater (ALLW) | 0.1 | $434k | +89% | 15k | 28.85 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $429k | 6.3k | 68.28 |
|
|
| Merck & Co (MRK) | 0.1 | $426k | +9% | 3.5k | 120.29 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $424k | +81% | 8.8k | 48.18 |
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| Amphenol Corp Cl A (APH) | 0.1 | $421k | +12% | 3.3k | 126.38 |
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| First Tr Exchange-traded SHS (FDL) | 0.1 | $414k | 8.2k | 50.80 |
|
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| Air Products & Chemicals (APD) | 0.1 | $406k | +8% | 1.4k | 290.50 |
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| Ge Vernova (GEV) | 0.1 | $405k | +3% | 464.00 | 872.89 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $402k | 1.2k | 337.95 |
|
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| Morgan Stanley Com New (MS) | 0.1 | $396k | +17% | 2.4k | 164.57 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $392k | +16% | 2.0k | 194.11 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $387k | +7% | 2.0k | 192.99 |
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| Linde SHS (LIN) | 0.1 | $386k | +34% | 779.00 | 495.75 |
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| Ford Motor Company (F) | 0.1 | $382k | NEW | 33k | 11.54 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $380k | 425.00 | 894.59 |
|
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| Walt Disney Company (DIS) | 0.1 | $380k | +5% | 3.9k | 96.39 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $373k | +3% | 759.00 | 491.92 |
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| Equinix (EQIX) | 0.1 | $371k | -4% | 378.00 | 980.25 |
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| UnitedHealth (UNH) | 0.1 | $364k | +3% | 1.3k | 270.59 |
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| Doordash Cl A (DASH) | 0.1 | $357k | 2.4k | 150.00 |
|
|
| Invesco Exchange Traded Fd T Large Cap Growth (PWB) | 0.1 | $357k | -2% | 2.8k | 125.93 |
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| Citigroup Com New (C) | 0.1 | $354k | +8% | 3.1k | 113.41 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $353k | -4% | 11k | 32.95 |
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| W.W. Grainger (GWW) | 0.1 | $348k | 319.00 | 1091.03 |
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| Emerson Electric (EMR) | 0.1 | $348k | +3% | 2.7k | 131.03 |
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| Intel Corporation (INTC) | 0.1 | $330k | +5% | 7.5k | 44.13 |
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| DTE Energy Company (DTE) | 0.1 | $329k | -10% | 2.2k | 146.24 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $328k | -40% | 1.1k | 287.31 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.1 | $328k | -13% | 4.7k | 70.20 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $321k | +28% | 3.5k | 91.64 |
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| Emcor (EME) | 0.1 | $302k | +11% | 409.00 | 739.01 |
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| Autodesk (ADSK) | 0.1 | $300k | +25% | 1.3k | 239.40 |
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| Honeywell International (HON) | 0.1 | $298k | +3% | 1.3k | 226.03 |
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| Howmet Aerospace (HWM) | 0.1 | $294k | +12% | 1.3k | 230.90 |
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| Wells Fargo & Company (WFC) | 0.1 | $292k | -7% | 3.7k | 79.61 |
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| Halliburton Company (HAL) | 0.1 | $290k | NEW | 7.4k | 38.99 |
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| Unilever Spon Adr New (UL) | 0.1 | $288k | +51% | 5.1k | 56.97 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $287k | -20% | 1.9k | 148.07 |
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| At&t (T) | 0.1 | $284k | NEW | 9.8k | 28.99 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $275k | +7% | 703.00 | 390.43 |
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| Gilead Sciences (GILD) | 0.1 | $274k | +4% | 2.0k | 139.62 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $263k | -12% | 2.0k | 132.90 |
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| Roper Industries (ROP) | 0.1 | $260k | +40% | 734.00 | 353.97 |
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| Cardinal Health (CAH) | 0.1 | $258k | +7% | 1.2k | 211.06 |
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| Ashland (ASH) | 0.1 | $256k | +25% | 4.6k | 55.61 |
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| Phillips 66 (PSX) | 0.1 | $255k | NEW | 1.4k | 182.16 |
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| Metropcs Communications (TMUS) | 0.1 | $253k | -3% | 1.2k | 209.52 |
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| Pfizer (PFE) | 0.1 | $252k | 9.0k | 28.06 |
|
|
| Zacks Trust Focus Growth Etf (GROZ) | 0.1 | $250k | +28% | 9.1k | 27.57 |
|
| Global X Fds Cybrscurty Etf (BUG) | 0.1 | $249k | -9% | 9.9k | 25.11 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $244k | +4% | 743.00 | 328.67 |
|
| Ameriprise Financial (AMP) | 0.1 | $231k | -24% | 520.00 | 444.00 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $218k | 334.00 | 653.31 |
|
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| SYSCO Corporation (SYY) | 0.1 | $218k | -16% | 3.1k | 71.32 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $217k | +8% | 486.00 | 446.53 |
|
| Boeing Company (BA) | 0.1 | $217k | NEW | 1.1k | 199.03 |
|
| RBC Bearings Incorporated (RBC) | 0.1 | $213k | NEW | 393.00 | 543.10 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $213k | -30% | 2.3k | 93.74 |
|
| MetLife (MET) | 0.1 | $212k | +13% | 3.0k | 70.81 |
|
| Us Bancorp Com New (USB) | 0.1 | $212k | 4.1k | 52.01 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $212k | +5% | 1.2k | 173.41 |
|
| American Electric Power Company (AEP) | 0.1 | $211k | NEW | 1.6k | 131.52 |
|
| Booking Holdings (BKNG) | 0.1 | $206k | +4% | 49.00 | 4210.33 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $205k | -2% | 1.7k | 118.63 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $203k | -12% | 834.00 | 243.08 |
|
| Proshares Tr Bitcoin Etf (BITO) | 0.1 | $179k | +14% | 19k | 9.31 |
|
| Defi Technologies (DEFT) | 0.0 | $19k | 34k | 0.55 |
|
Past Filings by Paragon Private Wealth Management
SEC 13F filings are viewable for Paragon Private Wealth Management going back to 2022
- Paragon Private Wealth Management 2026 Q1 filed May 19, 2026
- Paragon Private Wealth Management 2025 Q4 filed Feb. 11, 2026
- Paragon Private Wealth Management 2025 Q3 filed Nov. 3, 2025
- Paragon Private Wealth Management 2025 Q2 filed Aug. 14, 2025
- Paragon Private Wealth Management 2025 Q1 filed May 15, 2025
- Paragon Private Wealth Management 2024 Q4 filed Feb. 7, 2025
- Paragon Private Wealth Management 2024 Q3 filed Nov. 7, 2024
- Paragon Private Wealth Management 2024 Q2 filed Aug. 12, 2024
- Paragon Private Wealth Management 2024 Q1 filed May 13, 2024
- Paragon Private Wealth Management 2023 Q4 filed Feb. 9, 2024
- Paragon Private Wealth Management 2023 Q3 filed Nov. 13, 2023
- Paragon Private Wealth Management 2023 Q2 filed Aug. 3, 2023
- Paragon Private Wealth Management 2023 Q1 filed April 17, 2023
- Paragon Private Wealth Management 2022 Q4 filed Feb. 13, 2023
- Paragon Private Wealth Management 2022 Q3 filed Nov. 2, 2022
- Paragon Private Wealth Management 2022 Q2 filed July 18, 2022