Paragon Private Wealth Management, LLC Incresed Positions in Q2 2025

Paragon Private Wealth Management, LLC

  • $237 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ADI
Analog Devices Inc

Technology
190
+ 7.94%
$164.6 - $238.02 $31.3K - $45.2K
2.58K $614K
DE
Deere & CO

Industrials
104
+ 5.24%
$412.99 - $531.48 $43K - $55.3K
2.09K $1.06M
CSCO
Cisco Systems, Inc.

Technology
1.18K
+ 18.84%
$53.19 - $69.38 $62.6K - $81.7K
7.42K $515K
TFC
Truist Financial Corp

Financial Services
2.6K
+ 35.84%
$34.79 - $42.99 $90.6K - $112K
9.87K $424K
SO
Southern CO

Utilities
1.31K
+ 43.19%
$84.91 - $92.56 $111K - $121K
4.34K $398K
LLY
Eli Lilly & CO

Healthcare
240
+ 15.0%
$713.71 - $898.95 $171K - $216K
1.84K $1.43M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.55K
+ 27.58%
$24.38 - $30.18 $62.2K - $77K
11.8K $355K
RY
Royal Bank Of Canada

Financial Services
361
+ 13.36%
$108.36 - $131.55 $39.1K - $47.5K
3.06K $403K
AJG
Arthur J. Gallagher & Co.

Financial Services
409
+ 31.32%
$310.86 - $348.77 $127K - $143K
1.72K $549K
GOOG
Alphabet Inc.

Communication Services
300
+ 14.4%
$146.58 - $180.01 $44K - $54K
2.38K $422K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
780
+ 12.63%
$61.08 - $74.04 $47.6K - $57.8K
6.96K $514K
CRM
Salesforce, Inc.

Technology
156
+ 2.86%
$236.26 - $291.15 $36.9K - $45.4K
5.62K $1.53M
AMP
Ameriprise Financial Inc

Financial Services
75
+ 15.53%
$422.19 - $533.73 $31.7K - $40K
558 $297K
BAC
Bank Of America Corp

Financial Services
665
+ 11.34%
$34.39 - $47.46 $22.9K - $31.6K
6.53K $308K
MA
Mastercard Inc

Financial Services
83
+ 8.43%
$479.92 - $590.74 $39.8K - $49K
1.07K $599K
LMT
Lockheed Martin Corp

Industrials
93
+ 11.3%
$430.82 - $486.45 $40.1K - $45.2K
916 $424K
VZ
Verizon Communications Inc

Communication Services
1.76K
+ 16.03%
$41.67 - $45.62 $73.4K - $80.3K
12.8K $551K
VONV
Vanguard Russell 1000 Value Et

ETFs
524
+ 20.31%
$73.19 - $85.21 $38.4K - $44.7K
3.1K $264K
COP
Conocophillips

Energy
1.1K
+ 33.62%
$82.66 - $106.1 $91.2K - $117K
4.38K $393K
KO
Coca Cola CO

Consumer Defensive
656
+ 13.71%
$68.37 - $73.9 $44.9K - $48.5K
5.44K $385K
PNC
Pnc Financial Services Group, Inc.

Financial Services
161
+ 12.69%
$149.76 - $186.42 $24.1K - $30K
1.43K $266K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
234
+ 2.36%
$54.27 - $63.01 $12.7K - $14.7K
10.2K $635K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
235
+ 8.61%
$91.43 - $91.74 $21.5K - $21.6K
2.97K $271K
TMUS
T Mobile Us, Inc.

Communication Services
169
+ 20.36%
$220.99 - $268.54 $37.3K - $45.4K
999 $238K
AMGN
Amgen Inc

Healthcare
345
+ 13.92%
$262.28 - $309.85 $90.5K - $107K
2.82K $788K
UL
Unilever PLC

Consumer Defensive
134
+ 3.46%
$57.9 - $65.43 $7.76K - $8.77K
4.01K $245K
XLV
Select Sector Spdr Fund Health

ETFs
355
+ 11.51%
$128.77 - $144.3 $45.7K - $51.2K
3.44K $463K
Arista Networks Inc
2.72K
+ 66.23%
N/A
6.83K $0
Blackrock Inc
176
+ 12.48%
N/A
1.59K $0
Cava Group Inc
200
+ 6.35%
N/A
3.35K $0
Ark 21 Shares Bitcoin ETF
8.92K
+ 135.76%
N/A
15.5K $0
VUSB
Vanguard Bd Index Fds
17.6K
+ 40.47%
N/A
61K $0
QTUM
ETF Ser Solutions Defiance Qua
3.34K
+ 100.36%
N/A
6.67K $0
First Tr Exchng Traded Fd Vi
3.71K
+ 10.98%
N/A
37.5K $0
Listed Fds Tr
5.32K
+ 36.22%
N/A
20K $0
ILCG
Ishares Morningstar Growth ETF
1.59K
+ 18.64%
N/A
10.1K $0
Zacks Trust
4.86K
+ 21.4%
N/A
27.6K $0
MCD
Mcdonalds Corp

Consumer Cyclical
228
+ 6.48%
$285.55 - $321.23 $65.1K - $73.2K
3.75K $1.09M
TMO
Thermo Fisher Scientific Inc.

Healthcare
50
+ 10.66%
$390.26 - $489.06 $19.5K - $24.5K
519 $210K
PAYX
Paychex Inc

Industrials
246
+ 2.96%
$137.01 - $159.78 $33.7K - $39.3K
8.55K $1.24M
AAPL
Apple Inc.

Technology
1.76K
+ 3.93%
$172.42 - $223.89 $303K - $394K
46.5K $9.55M
Activity Summary
Buys All Purchases 112 New Holdings 20 Increased Positions 92 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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