Paragon Private Wealth Management, LLC Incresed Positions in Q3 2024

Paragon Private Wealth Management, LLC

  • $197 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
348
+ 10.0%
$279.51 - $308.09 $97.3K - $107K
3.83K $1.16M
BSX
Boston Scientific Corp

Healthcare
1.33K
+ 25.03%
$72.96 - $84.0 $96.7K - $111K
6.62K $554K
MA
Mastercard Inc

Financial Services
192
+ 19.59%
$429.6 - $500.99 $82.5K - $96.2K
1.17K $578K
EQIX
Equinix Inc

Real Estate
59
+ 8.5%
$749.0 - $890.01 $44.2K - $52.5K
753 $668K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
2.2K
+ 7.77%
$39.18 - $42.26 $86.1K - $92.8K
30.5K $1.29M
MUST
Columbia ETF Tr I Multi Sector

ETFs
5.67K
+ 13.14%
$20.28 - $20.85 $115K - $118K
48.8K $1.01M
UNH
Unitedhealth Group Inc

Healthcare
98
+ 10.08%
$488.01 - $604.18 $47.8K - $59.2K
1.07K $625K
XOM
Exxon Mobil Corp

Energy
968
+ 12.44%
$109.72 - $119.0 $106K - $115K
8.75K $1.03M
LMT
Lockheed Martin Corp

Industrials
80
+ 11.76%
$460.3 - $584.56 $36.8K - $46.8K
760 $444K
JPM
Jpmorgan Chase & CO

Financial Services
487
+ 17.17%
$194.9 - $224.8 $94.9K - $109K
3.32K $700K
ETN
Eaton Corp PLC

Industrials
303
+ 34.59%
$272.52 - $333.02 $82.6K - $101K
1.18K $390K
SYY
Sysco Corp

Consumer Defensive
418
+ 3.67%
$69.16 - $78.98 $28.9K - $33K
11.8K $922K
ADBE
Adobe Inc.

Technology
313
+ 21.53%
$508.13 - $586.55 $159K - $184K
1.77K $914K
ISRG
Intuitive Surgical Inc

Healthcare
140
+ 18.45%
$416.14 - $494.01 $58.3K - $69.2K
899 $441K
DE
Deere & CO

Industrials
56
+ 3.27%
$344.84 - $418.0 $19.3K - $23.4K
1.77K $739K
TGT
Target Corp

Consumer Defensive
523
+ 26.39%
$133.47 - $159.25 $69.8K - $83.3K
2.51K $390K
NRG
Nrg Energy, Inc.

Utilities
238
+ 4.33%
$68.89 - $91.22 $16.4K - $21.7K
5.74K $522K
MCK
Mckesson Corp

Healthcare
261
+ 63.66%
$479.06 - $630.38 $125K - $165K
671 $331K
BOTZ
Global X Fds

ETFs
1.22K
+ 3.52%
$27.68 - $32.27 $33.7K - $39.3K
35.8K $1.15M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
842
+ 7.99%
$54.38 - $59.77 $45.8K - $50.3K
11.4K $674K
PEG
Public Service Enterprise Group Inc

Utilities
356
+ 10.9%
$73.58 - $89.21 $26.2K - $31.8K
3.62K $323K
WMT
Walmart Inc.

Consumer Defensive
507
+ 15.45%
$66.91 - $81.4 $33.9K - $41.3K
3.79K $305K
PWR
Quanta Services, Inc.

Industrials
133
+ 13.46%
$239.58 - $298.23 $31.9K - $39.7K
1.12K $333K
SPGI
S&P Global Inc.

Financial Services
87
+ 18.09%
$446.32 - $527.38 $38.8K - $45.9K
568 $293K
PRU
Prudential Financial Inc

Financial Services
559
+ 17.99%
$105.53 - $127.32 $59K - $71.2K
3.67K $443K
DTE
Dte Energy CO

Utilities
267
+ 10.32%
$108.67 - $128.41 $29K - $34.3K
2.85K $366K
GWW
W.W. Grainger, Inc.

Industrials
35
+ 11.78%
$896.19 - $1044.18 $31.4K - $36.5K
332 $344K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.34K
+ 2.66%
$22.38 - $23.66 $30K - $31.7K
51.7K $1.21M
KLAC
Kla Corp

Technology
171
+ 15.07%
$696.17 - $892.35 $119K - $153K
1.31K $1.01M
NFLX
Netflix Inc

Communication Services
59
+ 6.55%
$598.55 - $722.26 $35.3K - $42.6K
960 $680K
FDL
First Tr Morningstar Dividend

ETFs
499
+ 4.02%
$37.66 - $42.06 $18.8K - $21K
12.9K $541K
FXL
First Tr Exchange Traded Fd Fi

ETFs
236
+ 1.68%
$122.48 - $142.51 $28.9K - $33.6K
14.3K $1.98M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
191
+ 1.91%
$37.42 - $44.1 $7.15K - $8.42K
10.2K $442K
ADI
Analog Devices Inc

Technology
256
+ 18.05%
$200.56 - $243.33 $51.3K - $62.3K
1.67K $385K
RDVY
First Trust Rising Dividend Ac

ETFs
80
+ 0.67%
$53.68 - $59.24 $4.29K - $4.74K
12.1K $714K
PANW
Palo Alto Networks Inc

Technology
157
+ 12.89%
$294.18 - $368.01 $46.2K - $57.8K
1.38K $469K
GIS
General Mills Inc

Consumer Defensive
281
+ 8.57%
$62.5 - $75.15 $17.6K - $21.1K
3.56K $262K
COF
Capital One Financial Corp

Financial Services
199
+ 11.64%
$131.42 - $153.05 $26.2K - $30.5K
1.91K $285K
STX
Seagate Technology Holdings PLC

Technology
257
+ 8.71%
$92.1 - $110.76 $23.7K - $28.5K
3.21K $351K
ROP
Roper Technologies Inc

Industrials
87
+ 8.98%
$515.25 - $576.55 $44.8K - $50.2K
1.06K $587K
WM
Waste Management Inc

Industrials
436
+ 4.9%
$196.96 - $223.45 $85.9K - $97.4K
9.33K $1.94M
GOOG
Alphabet Inc.

Communication Services
386
+ 23.1%
$149.54 - $192.66 $57.7K - $74.4K
2.06K $343K
DOW
Dow Inc.

Basic Materials
523
+ 13.6%
$50.15 - $55.41 $26.2K - $29K
4.37K $238K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
306
+ 12.96%
$100.09 - $100.69 $30.6K - $30.8K
2.67K $268K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
63
+ 2.88%
$117.9 - $128.2 $7.43K - $8.08K
2.25K $288K
VXF
Vanguard Extended Market ETF

ETFs
59
+ 4.36%
$163.98 - $182.92 $9.67K - $10.8K
1.41K $256K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
169
+ 4.68%
$52.1 - $59.66 $8.8K - $10.1K
3.78K $224K
COP
Conocophillips

Energy
327
+ 15.15%
$102.3 - $116.61 $33.5K - $38.1K
2.49K $261K
XLK
Technology Sector Spdr

ETFs
11
+ 0.64%
$197.34 - $237.68 $2.17K - $2.61K
1.73K $390K
Activity Summary
Buys All Purchases 119 New Holdings 13 Increased Positions 106 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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