Paragon Private Wealth Management, LLC Incresed Positions in Q4 2024

Paragon Private Wealth Management, LLC

  • $210 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
7.49K
+ 16.88%
$117.0 - $148.88 $876K - $1.11M
51.9K $6.96M
AAPL
Apple Inc.

Technology
3.58K
+ 9.19%
$221.69 - $259.02 $793K - $926K
42.5K $10.6M
AMZN
Amazon Com Inc

Consumer Cyclical
2.37K
+ 10.99%
$180.88 - $232.93 $428K - $551K
23.9K $5.24M
GOOGL
Alphabet Inc.

Communication Services
3.12K
+ 12.54%
$161.86 - $196.66 $505K - $614K
28K $5.3M
TSLA
Tesla, Inc.

Consumer Cyclical
810
+ 19.58%
$213.65 - $479.86 $173K - $389K
4.95K $2M
FDN
First Tr Fd Dow Jones

ETFs
368
+ 1.4%
$210.5 - $257.24 $77.5K - $94.7K
26.7K $6.49M
ZECP
Zacks Tr Earnings Constant Por

ETFs
26.6K
+ 223.57%
$30.35 - $32.25 $807K - $857K
38.5K $1.17M
AVGO
Broadcom Inc.

Technology
1.39K
+ 17.5%
$159.67 - $250.0 $222K - $348K
9.35K $2.17M
IWR
Ishares Russell Mid Cap ETF

ETFs
6K
+ 10.2%
$87.25 - $95.52 $523K - $573K
64.8K $5.73M
V
Visa Inc.

Financial Services
605
+ 7.39%
$273.87 - $320.91 $166K - $194K
8.79K $2.78M
META
Meta Platforms, Inc.

Communication Services
597
+ 10.86%
$554.08 - $632.68 $331K - $378K
6.1K $3.6M
CRM
Salesforce, Inc.

Technology
397
+ 8.16%
$270.87 - $367.87 $108K - $146K
5.26K $1.76M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.3K
+ 9.37%
$113.92 - $127.38 $376K - $421K
38.6K $4.44M
NFLX
Netflix Inc

Communication Services
158
+ 16.46%
$687.65 - $936.56 $109K - $148K
1.12K $996K
JPM
Jpmorgan Chase & CO

Financial Services
868
+ 26.12%
$205.18 - $250.29 $178K - $217K
4.19K $1M
ADP
Automatic Data Processing Inc

Industrials
331
+ 3.68%
$280.08 - $307.97 $92.7K - $102K
9.33K $2.73M
MSFT
Microsoft Corp

Technology
1.19K
+ 3.93%
$406.35 - $454.46 $482K - $539K
31.3K $13.2M
DLR
Digital Realty Trust, Inc.

Real Estate
553
+ 6.36%
$156.46 - $195.69 $86.5K - $108K
9.25K $1.64M
FXL
First Tr Exchange Traded Fd Fi

ETFs
575
+ 4.02%
$136.18 - $158.26 $78.3K - $91K
14.9K $2.21M
NOW
Service Now, Inc.

Technology
130
+ 32.34%
$867.18 - $1148.42 $113K - $149K
532 $563K
AXP
American Express CO

Financial Services
180
+ 3.52%
$267.35 - $305.57 $48.1K - $55K
5.3K $1.57M
BSX
Boston Scientific Corp

Healthcare
1.53K
+ 23.1%
$83.62 - $91.5 $128K - $140K
8.15K $727K
JHMM
John Hancock Multifactor Mid C

ETFs
3.16K
+ 7.36%
$59.61 - $64.8 $188K - $204K
46K $2.75M
BOTZ
Global X Fds

ETFs
5.08K
+ 14.2%
$31.11 - $34.18 $158K - $174K
40.8K $1.3M
ISRG
Intuitive Surgical Inc

Healthcare
215
+ 23.92%
$471.27 - $550.62 $101K - $118K
1.11K $581K
PG
Procter & Gamble CO

Consumer Defensive
1.2K
+ 9.66%
$161.05 - $179.7 $193K - $215K
13.6K $2.28M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
6.56K
+ 12.68%
$22.39 - $23.45 $147K - $154K
58.3K $1.34M
PAYX
Paychex Inc

Industrials
554
+ 7.34%
$135.86 - $148.73 $75.3K - $82.4K
8.1K $1.14M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.26K
+ 59.47%
$56.06 - $61.35 $127K - $138K
6.05K $341K
VGT
Vanguard Information Technolog

ETFs
144
+ 15.4%
$571.78 - $647.97 $82.3K - $93.3K
1.08K $670K
WMT
Walmart Inc.

Consumer Defensive
938
+ 24.76%
$79.1 - $95.7 $74.2K - $89.8K
4.73K $426K
MA
Mastercard Inc

Financial Services
142
+ 12.12%
$491.3 - $536.15 $69.8K - $76.1K
1.31K $691K
PANW
Palo Alto Networks Inc

Technology
1.83K
+ 132.87%
$181.96 - $405.9 $332K - $742K
3.2K $582K
BX
Blackstone Inc.

Financial Services
118
+ 2.57%
$148.45 - $199.05 $17.5K - $23.5K
4.71K $811K
FXD
First Tr Exchange Traded Fd

ETFs
342
+ 0.54%
$62.05 - $68.52 $21.2K - $23.4K
64K $4.14M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
1.73K
+ 5.69%
$41.96 - $43.69 $72.8K - $75.8K
32.2K $1.39M
SGOL
Abrdn Gold ETF Trust

ETFs
4.29K
+ 11.92%
$24.46 - $26.62 $105K - $114K
40.3K $1.01M
COF
Capital One Financial Corp

Financial Services
248
+ 12.99%
$145.19 - $192.01 $36K - $47.6K
2.16K $384K
ETN
Eaton Corp PLC

Industrials
285
+ 24.17%
$326.96 - $377.52 $93.2K - $108K
1.46K $485K
IBM
International Business Machines Corp

Technology
461
+ 7.45%
$204.9 - $238.04 $94.5K - $110K
6.65K $1.46M
PWR
Quanta Services, Inc.

Industrials
221
+ 19.71%
$296.05 - $346.6 $65.4K - $76.6K
1.34K $424K
COST
Costco Wholesale Corp

Consumer Defensive
90
+ 38.14%
$873.59 - $994.69 $78.6K - $89.5K
326 $298K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
637
+ 28.35%
$126.68 - $134.74 $80.7K - $85.8K
2.88K $367K
FXR
First Trust Industrials/Produc

ETFs
1.49K
+ 4.21%
$74.81 - $83.27 $111K - $124K
36.8K $2.76M
ITW
Illinois Tool Works Inc

Industrials
508
+ 8.5%
$253.56 - $278.5 $129K - $141K
6.49K $1.64M
MCK
Mckesson Corp

Healthcare
46
+ 6.86%
$482.27 - $628.5 $22.2K - $28.9K
717 $408K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
287
+ 3.64%
$442.29 - $483.08 $127K - $139K
8.16K $3.7M
MCD
Mcdonalds Corp

Consumer Cyclical
383
+ 12.0%
$288.47 - $316.54 $110K - $121K
3.57K $1.04M
SPGI
S&P Global Inc.

Financial Services
147
+ 25.88%
$480.36 - $529.17 $70.6K - $77.8K
715 $356K
Activity Summary
Buys All Purchases 128 New Holdings 16 Increased Positions 112 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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