Paragon Private Wealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationlexington, KY
- CIK0001922684
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
181 | $215.35 M | MSFT, AAPL, IWR, NVDA | 13F-HR | May 15, 2025 | 000117266125002405 | ||
166 | $216.66 M | MSFT, AAPL, NVDA, FDN | 13F-HR | Feb 7, 2025 | 000117266125000568 | ||
163 | $201.76 M | MSFT, AAPL, FDN, NVDA | 13F-HR | Nov 7, 2024 | 000117266124004501 | ||
154 | $177.01 M | MSFT, AAPL, FDN, FTXL | 13F-HR | Aug 12, 2024 | 000117266124003229 | ||
146 | $168.11 M | AAPL, MSFT, FDN, FTXL | 13F-HR | May 13, 2024 | 000117266124002186 | ||
136 | $143.58 M | AAPL, MSFT, FDN, FTCS | 13F-HR | Feb 9, 2024 | 000117266124000610 | ||
125 | $121.06 M | AAPL, JPST, MSFT, FDN | 13F-HR | Nov 13, 2023 | 000117266123003771 | ||
129 | $125.69 M | AAPL, JPST, MSFT, FXZ | 13F-HR | Aug 3, 2023 | 000117266123002743 | ||
129 | $118.56 M | JPST, AAPL, MSFT, FXZ | 13F-HR | Apr 17, 2023 | 000117266123001710 | ||
127 | $110.84 M | JPST, AAPL, FXZ, FTCS | 13F-HR | Feb 13, 2023 | 000117266123000755 | ||
121 | $102.79 M | AAPL, JPST, FXZ, FXN | 13F-HR | Nov 2, 2022 | 000160658722002105 | ||
112 | $93.84 M | AAPL, JPST, FXZ, FTCS | 13F-HR | Jul 18, 2022 | 000160658722001340 | ||
110 | $102.48 M | AAPL, JPST, FXZ, MSFT | RESTATEMENT | Jun 13, 2022 | 000160658722001278 | ||
108 | $112.74 M | AAPL, QTEC, JPST, MSFT | 13F-HR | Jun 8, 2022 | 000122107322000049 |