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S&p Global shares owned by Paragon Private Wealth Management

Quarter-by-quarter ownership of S&p Global (SPGI) 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
2024-09-30 $293k 568 516.62
2024-06-30 $215k 481 446.00

More positions owned by Paragon Private Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchange-traded Dj Internt Idx (FDN)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Mid Cap Etf (IWR)
First Tr Exchange-traded Nasdq Semcndtr (FTXL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchange Traded Consumr Discre (FXD)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Paragon Private Wealth Management

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Wellington Management Company
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Bank of America Corporation
Edgewood Management
Invesco
Legal & General Group
Northern Trust
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding S&p Global