Paragon Private Wealth Management, LLC Incresed Positions in Q3 2025

Paragon Private Wealth Management, LLC

  • $283 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
11.7K
+ 36.8%
$174.36 - $254.72 $2.04M - $2.98M
43.4K $10.6M
AAPL
Apple Inc.

Technology
10.3K
+ 22.08%
$202.38 - $256.87 $2.08M - $2.64M
56.8K $14.5M
NVDA
Nvidia Corp

Technology
11.6K
+ 17.11%
$153.3 - $186.58 $1.77M - $2.16M
79.2K $14.8M
AMZN
Amazon Com Inc

Consumer Cyclical
9.12K
+ 31.19%
$211.65 - $238.24 $1.93M - $2.17M
38.4K $8.43M
BBH
Vaneck ETF Tr Biotech ETF

ETFs
9.25K
+ 223.53%
$154.79 - $169.41 $1.43M - $1.57M
13.4K $2.22M
AVGO
Broadcom Inc.

Technology
2.7K
+ 21.49%
$264.74 - $369.57 $715K - $999K
15.3K $5.04M
META
Meta Platforms, Inc.

Communication Services
2.02K
+ 22.95%
$695.21 - $791.73 $1.4M - $1.6M
10.8K $7.95M
IWM
Ishares Russell 2000 ETF

ETFs
5.62K
+ 189.42%
$214.92 - $244.84 $1.21M - $1.38M
8.59K $2.08M
TSLA
Tesla, Inc.

Consumer Cyclical
1.4K
+ 22.64%
$293.94 - $444.72 $411K - $622K
7.58K $3.37M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
6K
+ 122.5%
$105.16 - $140.03 $631K - $840K
10.9K $1.48M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.35K
+ 19.29%
$459.11 - $506.91 $622K - $686K
8.37K $4.21M
URI
United Rentals, Inc.

Industrials
487
+ 33.54%
$774.14 - $975.23 $377K - $475K
1.94K $1.85M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.79K
+ 4.66%
$92.26 - $97.51 $350K - $369K
85.1K $8.22M
KLAC
Kla Corp

Technology
381
+ 22.77%
$843.9 - $1078.6 $322K - $411K
2.05K $2.22M
JPM
Jpmorgan Chase & CO

Financial Services
1.6K
+ 20.6%
$282.78 - $316.06 $452K - $505K
9.36K $2.95M
STX
Seagate Technology Holdings PLC

Technology
1.05K
+ 23.12%
$142.01 - $236.06 $149K - $247K
5.58K $1.32M
GE
General Electric CO

Industrials
1.94K
+ 171.58%
$244.75 - $305.63 $476K - $594K
3.08K $925K
V
Visa Inc.

Financial Services
2.13K
+ 25.78%
$332.09 - $358.86 $708K - $765K
10.4K $3.55M
ABBV
Abb Vie Inc.

Healthcare
130
+ 1.1%
$184.85 - $231.54 $24K - $30.1K
12K $2.78M
UBER
Uber Technologies, Inc

Technology
5.27K
+ 185.07%
$86.91 - $99.57 $458K - $524K
8.11K $794K
COST
Costco Wholesale Corp

Consumer Defensive
634
+ 68.76%
$915.95 - $994.57 $581K - $631K
1.56K $1.44M
PWR
Quanta Services, Inc.

Industrials
1.03K
+ 37.71%
$372.29 - $421.68 $382K - $433K
3.75K $1.55M
BOTZ
Global X Fds

ETFs
10.8K
+ 37.58%
$32.14 - $35.96 $346K - $387K
39.4K $1.39M
NFLX
Netflix Inc

Communication Services
605
+ 31.88%
$1147.87 - $1297.18 $694K - $785K
2.5K $3M
SCHW
Schwab Charles Corp

Financial Services
4.29K
+ 54.79%
$91.03 - $98.69 $391K - $424K
12.1K $1.16M
WMT
Walmart Inc.

Consumer Defensive
3.69K
+ 56.54%
$94.4 - $104.27 $348K - $385K
10.2K $1.05M
TRGP
Targa Resources Corp.

Energy
2.55K
+ 72.62%
$160.52 - $174.4 $410K - $445K
6.07K $1.02M
JNJ
Johnson & Johnson

Healthcare
1.03K
+ 17.23%
$155.17 - $185.42 $159K - $190K
6.97K $1.29M
XSMO
Invesco S&P Smallcap Momentum

ETFs
2.73K
+ 8.9%
$67.1 - $74.29 $183K - $203K
33.4K $2.46M
RECS
Columbia ETF Tr I

ETFs
4.06K
+ 7.05%
$36.82 - $40.35 $150K - $164K
61.7K $2.49M
PANW
Palo Alto Networks Inc

Technology
1.76K
+ 35.96%
$167.06 - $208.19 $295K - $367K
6.67K $1.36M
CEG
Constellation Energy Corp

Utilities
1.06K
+ 125.09%
$298.82 - $354.89 $316K - $375K
1.9K $625K
ABT
Abbott Laboratories

Healthcare
2.59K
+ 21.68%
$120.51 - $136.62 $313K - $354K
14.6K $1.95M
GLD
Spdr Gold Trust

ETFs
279
+ 7.57%
$300.96 - $355.47 $84K - $99.2K
3.97K $1.41M
BSX
Boston Scientific Corp

Healthcare
3.99K
+ 33.84%
$97.03 - $108.14 $387K - $431K
15.8K $1.54M
ADI
Analog Devices Inc

Technology
1.03K
+ 39.89%
$220.68 - $255.63 $227K - $263K
3.61K $887K
PLTR
Palantir Technologies Inc.

Technology
821
+ 31.02%
$130.68 - $186.97 $107K - $154K
3.47K $632K
AJG
Arthur J. Gallagher & Co.

Financial Services
904
+ 52.71%
$284.17 - $319.49 $257K - $289K
2.62K $811K
HD
Home Depot, Inc.

Consumer Cyclical
426
+ 19.53%
$357.4 - $423.42 $152K - $180K
2.61K $1.06M
SPGI
S&P Global Inc.

Financial Services
624
+ 47.6%
$484.94 - $564.15 $303K - $352K
1.94K $941K
AXON
Axon Enterprise, Inc.

Industrials
490
+ 47.76%
$698.02 - $870.97 $342K - $427K
1.52K $1.09M
SYK
Stryker Corp

Healthcare
774
+ 40.02%
$368.57 - $403.53 $285K - $312K
2.71K $1M
FDVV
Fidelity High Dividend ETF

ETFs
2.67K
+ 11.8%
$52.42 - $55.71 $140K - $149K
25.3K $1.41M
MA
Mastercard Inc

Financial Services
388
+ 36.36%
$550.18 - $598.96 $213K - $232K
1.46K $827K
ITW
Illinois Tool Works Inc

Industrials
584
+ 10.59%
$252.31 - $269.41 $147K - $157K
6.1K $1.59M
NOW
Service Now, Inc.

Technology
332
+ 40.54%
$850.86 - $1044.69 $282K - $347K
1.15K $1.06M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.08K
+ 5.1%
$55.15 - $58.11 $115K - $121K
42.9K $2.46M
AMAT
Applied Materials Inc

Technology
389
+ 6.35%
$156.25 - $204.95 $60.8K - $79.7K
6.51K $1.33M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
569
+ 26.38%
$301.44 - $365.84 $172K - $208K
2.73K $882K
Activity Summary
Buys All Purchases 149 New Holdings 29 Increased Positions 120 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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