Paragon Private Wealth Management, LLC
Q2 2025 13F Holdings
- Locationlexington, KY
- Num holdings
190
- Value ($000)
$251,053
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001922684
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $16.16 M | 6 % | 32,484 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $10.68 M | 4 % | 67,607 | ||
AAPL APPLE INC | COM | 037833100 | $9.55 M | 4 % | 46,544 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $7.48 M | 3 % | 81,327 | ||
META META PLATFORMS INC | CL A | 30303M102 | $6.50 M | 3 % | 8,803 | ||
AMZN AMAZON COM INC | COM | 023135106 | $6.42 M | 3 % | 29,249 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $6.04 M | 2 % | 55,253 | ||
FDN FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | $5.61 M | 2 % | 20,842 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $5.59 M | 2 % | 31,745 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $3.93 M | 2 % | 77,476 |
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