Paragon Private Wealth Management, LLC Incresed Positions in Q1 2025

Paragon Private Wealth Management, LLC

  • $204 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
30.5K
+ 76.7%
$50.39 - $50.66 $1.54M - $1.55M
70.3K $3.56M
IWR
Ishares Russell Mid Cap ETF

ETFs
14.4K
+ 22.29%
$82.81 - $92.93 $1.2M - $1.34M
79.2K $6.74M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
17.8K
+ 294.23%
$53.6 - $58.97 $954K - $1.05M
23.9K $1.31M
ZECP
Zacks Tr Earnings Constant Por

ETFs
24.6K
+ 63.88%
$29.24 - $32.07 $719K - $788K
63K $1.9M
JPM
Jpmorgan Chase & CO

Financial Services
2.06K
+ 49.03%
$225.19 - $279.95 $463K - $575K
6.25K $1.53M
META
Meta Platforms, Inc.

Communication Services
1.05K
+ 17.22%
$576.36 - $736.67 $605K - $774K
7.15K $4.12M
NFLX
Netflix Inc

Communication Services
446
+ 39.89%
$828.4 - $1058.6 $369K - $472K
1.56K $1.46M
RECS
Columbia ETF Tr I

ETFs
13.7K
+ 36.66%
$32.64 - $36.08 $448K - $495K
51.2K $1.7M
COST
Costco Wholesale Corp

Consumer Defensive
323
+ 99.08%
$890.62 - $1076.86 $288K - $348K
649 $613K
LLY
Eli Lilly & CO

Healthcare
277
+ 20.94%
$725.72 - $929.72 $201K - $258K
1.6K $1.32M
IEFA
Ishares Tr

ETFs
3.12K
+ 57.99%
$69.57 - $78.65 $217K - $245K
8.5K $642K
IBM
International Business Machines Corp

Technology
187
+ 2.81%
$217.4 - $264.74 $40.7K - $49.5K
6.84K $1.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6K
+ 15.55%
$102.49 - $119.96 $615K - $720K
44.6K $4.66M
UNH
Unitedhealth Group Inc

Healthcare
328
+ 28.82%
$461.52 - $548.18 $151K - $180K
1.47K $767K
ORCL
Oracle Corp

Technology
1.62K
+ 87.19%
$139.81 - $186.47 $226K - $302K
3.48K $486K
AJG
Arthur J. Gallagher & Co.

Financial Services
339
+ 35.06%
$275.89 - $345.24 $93.5K - $117K
1.31K $450K
SPGI
S&P Global Inc.

Financial Services
321
+ 44.9%
$478.26 - $543.77 $154K - $175K
1.04K $526K
PAYX
Paychex Inc

Industrials
207
+ 2.56%
$136.06 - $154.52 $28.2K - $32K
8.31K $1.28M
SCHW
Schwab Charles Corp

Financial Services
1.65K
+ 48.7%
$71.24 - $83.64 $117K - $138K
5.03K $393K
SYK
Stryker Corp

Healthcare
313
+ 24.88%
$355.18 - $399.9 $111K - $125K
1.57K $584K
DE
Deere & CO

Industrials
96
+ 5.08%
$408.57 - $509.27 $39.2K - $48.9K
1.99K $931K
ISRG
Intuitive Surgical Inc

Healthcare
323
+ 28.99%
$476.63 - $610.45 $154K - $197K
1.44K $711K
CSCO
Cisco Systems, Inc.

Technology
1.92K
+ 44.38%
$58.74 - $64.87 $113K - $125K
6.25K $385K
CTAS
Cintas Corp

Industrials
100
+ 2.3%
$182.09 - $208.14 $18.2K - $20.8K
4.45K $914K
COF
Capital One Financial Corp

Financial Services
619
+ 28.7%
$163.87 - $209.82 $101K - $130K
2.78K $497K
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
PWR
Quanta Services, Inc.

Industrials
488
+ 36.36%
$236.71 - $358.03 $116K - $175K
1.83K $465K
STX
Seagate Technology Holdings PLC

Technology
469
+ 13.96%
$84.92 - $108.42 $39.8K - $50.8K
3.83K $325K
URI
United Rentals, Inc.

Industrials
136
+ 13.79%
$594.17 - $789.56 $80.8K - $107K
1.12K $703K
PNC
Pnc Financial Services Group, Inc.

Financial Services
157
+ 14.12%
$168.84 - $202.89 $26.5K - $31.9K
1.27K $223K
RY
Royal Bank Of Canada

Financial Services
218
+ 8.77%
$108.81 - $123.4 $23.7K - $26.9K
2.7K $304K
Zacks Trust
8.96K
+ 65.18%
N/A
22.7K $0
Arista Networks Inc
1.47K
+ 55.75%
N/A
4.11K $0
Blackrock Inc
161
+ 12.89%
N/A
1.41K $0
Ark 21 Shares Bitcoin ETF
400
+ 6.48%
N/A
6.57K $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
NOW
Service Now, Inc.

Technology
149
+ 28.01%
$783.83 - $1170.39 $117K - $174K
681 $542K
AMP
Ameriprise Financial Inc

Financial Services
5
+ 1.05%
$472.29 - $575.13 $2.36K - $2.88K
483 $233K
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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