Paragon Private Wealth Management, LLC

Q4 2024 13F Holdings

  • Location
    lexington, KY
  • Num holdings

    166

  • Value ($000)

    $216,665

  • Date Filed
    02/07/2025
  • Form type
    13F-HR
  • CIK
    0001922684
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$13.21M
6 %

31,346

AAPL
AAPL

APPLE INC

COM
037833100
$10.64M
5 %

42,484

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.96M
3 %

51,858

FDN
FDN

FIRST TR EXCHANGE-TRADED FD

DJ INTERNT IDX
33733E302
$6.49M
3 %

26,673

IWR
IWR

ISHARES TR

RUS MID CAP ETF
464287499
$5.73M
3 %

64,784

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$5.30M
2 %

28,005

AMZN
AMZN

AMAZON COM INC

COM
023135106
$5.24M
2 %

23,885

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$4.44M
2 %

38,575

FTXL
FTXL

FIRST TR EXCHANGE-TRADED FD

NASDQ SEMCNDTR
33738R811
$4.39M
2 %

50,295

FTCS
FTCS

FIRST TR EXCHANGE-TRADED FD

CAP STRENGTH ETF
33733E104
$4.25M
2 %

48,409

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