Paragon Private Wealth Management, LLC
Q3 2025 13F Holdings
- Locationlexington, KY
- Num holdings
214
- Value ($000)
$305,084
- Date Filed11/03/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $14.77 M | 5 % | 79,177 | ||
AAPL APPLE INC | COM | 037833100 | $14.47 M | 5 % | 56,820 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $12.56 M | 4 % | 24,242 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $10.56 M | 4 % | 43,427 | ||
AMZN AMAZON COM INC | COM | 023135106 | $8.43 M | 3 % | 38,372 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $8.22 M | 3 % | 85,116 | ||
META META PLATFORMS INC | CL A | 30303M102 | $7.95 M | 3 % | 10,823 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $6.54 M | 2 % | 55,010 | ||
FDN FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | $5.58 M | 2 % | 19,933 | ||
AVGO BROADCOM INC | COM | 11135F101 | $5.04 M | 2 % | 15,274 |
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