Paragon Private Wealth Management, LLC
Q1 2025 13F Holdings
- Locationlexington, KY
- Num holdings
181
- Value ($000)
$215,352
- Date Filed05/15/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $11.98 M | 6 % | 31,918 | ||
AAPL APPLE INC | COM | 037833100 | $9.95 M | 5 % | 44,784 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $6.74 M | 3 % | 79,226 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $6.31 M | 3 % | 58,201 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.19 M | 2 % | 27,261 | ||
FDN FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | $4.89 M | 2 % | 22,007 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $4.69 M | 2 % | 30,338 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $4.66 M | 2 % | 44,575 | ||
META META PLATFORMS INC | CL A | 30303M102 | $4.12 M | 2 % | 7,146 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $3.93 M | 2 % | 7,375 |
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