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Zacks Trust shares owned by Paragon Private Wealth Management

Quarter-by-quarter ownership of Zacks Trust (SMIZ) 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

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Quarterly reported holdings in Zacks Trust by Paragon Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $941k 25k 37.35
2025-06-30 $934k 28k 33.89
2025-03-31 $687k 23k 30.26
2024-12-31 $456k 14k 33.18

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

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View all funds holding Zacks Trust