Paragon Private Wealth Management, LLC Purchases in Q1 2025

Paragon Private Wealth Management, LLC

  • $204 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
1.24K
+ 12.75%
$37.81 - $46.49 $47K - $57.8K
11K $498K
KLAC
Kla Corp

Technology
40
+ 2.77%
$636.62 - $777.63 $25.5K - $31.1K
1.48K $1.01M
KO
Coca Cola CO

Consumer Defensive
557
+ 13.17%
$60.81 - $72.32 $33.9K - $40.3K
4.79K $342K
PANW
Palo Alto Networks Inc

Technology
641
+ 20.02%
$167.82 - $208.28 $108K - $134K
3.84K $655K
COP
Conocophillips

Energy
537
+ 19.57%
$88.6 - $105.85 $47.6K - $56.8K
3.28K $344K
WMT
Walmart Inc.

Consumer Defensive
907
+ 19.19%
$84.5 - $105.05 $76.6K - $95.3K
5.63K $494K
ADI
Analog Devices Inc

Technology
422
+ 21.42%
$201.56 - $243.82 $85.1K - $103K
2.39K $482K
QCOM
Qualcomm Inc

Technology
310
+ 9.13%
$151.94 - $175.86 $47.1K - $54.5K
3.71K $569K
PEG
Public Service Enterprise Group Inc

Utilities
644
+ 14.56%
$78.2 - $90.39 $50.4K - $58.2K
5.07K $417K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2K
+ 8.78%
$29.34 - $31.31 $58.6K - $62.6K
24.8K $735K
STX
Seagate Technology Holdings PLC

Technology
469
+ 13.96%
$84.92 - $108.42 $39.8K - $50.8K
3.83K $325K
PNC
Pnc Financial Services Group, Inc.

Financial Services
157
+ 14.12%
$168.84 - $202.89 $26.5K - $31.9K
1.27K $223K
URI
United Rentals, Inc.

Industrials
136
+ 13.79%
$594.17 - $789.56 $80.8K - $107K
1.12K $703K
RY
Royal Bank Of Canada

Financial Services
218
+ 8.77%
$108.81 - $123.4 $23.7K - $26.9K
2.7K $304K
Cava Group Inc
3.15K
New
N/A
3.15K $0
Blackrock Inc
161
+ 12.89%
N/A
1.41K $0
Ark 21 Shares Bitcoin ETF
400
+ 6.48%
N/A
6.57K $0
VUSB
Vanguard Bd Index Fds
43.4K
New
N/A
43.4K $0
QTUM
ETF Ser Solutions Defiance Qua
3.33K
New
N/A
3.33K $0
First Tr Exchng Traded Fd Vi
33.8K
New
N/A
33.8K $0
ILCG
Ishares Morningstar Growth ETF
8.51K
New
N/A
8.51K $0
Listed Fd Tr
14.7K
New
N/A
14.7K $0
Arista Networks Inc
1.47K
+ 55.75%
N/A
4.11K $0
Zacks Trust
8.96K
+ 65.18%
N/A
22.7K $0
TMO
Thermo Fisher Scientific Inc.

Healthcare
14
+ 3.08%
$497.6 - $606.74 $6.97K - $8.49K
469 $233K
EMR
Emerson Electric CO

Industrials
168
+ 7.66%
$108.64 - $131.17 $18.3K - $22K
2.36K $258K
HD
Home Depot, Inc.

Consumer Cyclical
85
+ 3.98%
$347.25 - $424.87 $29.5K - $36.1K
2.22K $814K
AMP
Ameriprise Financial Inc

Financial Services
5
+ 1.05%
$472.29 - $575.13 $2.36K - $2.88K
483 $233K
NOW
Service Now, Inc.

Technology
149
+ 28.01%
$783.83 - $1170.39 $117K - $174K
681 $542K
BITO
Proshares Tr Bitcoin Strategy

ETFs
77
+ 0.69%
$17.57 - $25.81 $1.35K - $1.99K
11.2K $206K
AMZN
Amazon Com Inc

Consumer Cyclical
3.38K
+ 14.13%
$190.26 - $242.06 $642K - $817K
27.3K $5.19M
GOOG
Alphabet Inc.

Communication Services
36
+ 1.76%
$156.06 - $207.71 $5.62K - $7.48K
2.08K $325K
AMAT
Applied Materials Inc

Technology
146
+ 2.93%
$145.06 - $195.51 $21.2K - $28.5K
5.12K $743K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.01%
$507.05 - $563.67 $507 - $564
6.67K $3.43M
AVGO
Broadcom Inc.

Technology
2K
+ 21.43%
$167.43 - $244.7 $336K - $490K
11.4K $1.9M
CRM
Salesforce, Inc.

Technology
202
+ 3.84%
$268.36 - $359.95 $54.2K - $72.7K
5.46K $1.47M
GOOGL
Alphabet Inc.

Communication Services
2.33K
+ 8.33%
$154.33 - $206.19 $360K - $481K
30.3K $4.69M
NVDA
Nvidia Corp

Technology
6.34K
+ 12.23%
$106.98 - $149.43 $679K - $948K
58.2K $6.31M
TSLA
Tesla, Inc.

Consumer Cyclical
188
+ 3.8%
$222.15 - $428.22 $41.8K - $80.5K
5.14K $1.33M
AAPL
Apple Inc.

Technology
2.3K
+ 5.41%
$209.68 - $247.1 $482K - $568K
44.8K $9.95M
MSFT
Microsoft Corp

Technology
572
+ 1.82%
$375.39 - $447.2 $215K - $256K
31.9K $12M
Activity Summary
Buys All Purchases 92 New Holdings 30 Increased Positions 62 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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