Paragon Private Wealth Management, LLC New Holdings in Q3 2025

Paragon Private Wealth Management, LLC

  • $283 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLW
Corning Inc

Technology
8.16K
New
$51.6 - $82.03 $421K - $670K
8.16K $669K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
8.42K
New
$70.85 - $76.96 $596K - $648K
8.42K $639K
NKE
Nike, Inc.

Consumer Cyclical
8.16K
New
$69.24 - $79.24 $565K - $646K
8.16K $568K
DASH
Door Dash, Inc.

Communication Services
1.8K
New
$234.5 - $272.5 $423K - $491K
1.8K $490K
AMD
Advanced Micro Devices Inc

Technology
2.18K
New
$134.8 - $184.42 $294K - $403K
2.18K $353K
PM
Philip Morris International Inc.

Consumer Defensive
2.14K
New
$157.77 - $183.27 $338K - $392K
2.14K $347K
APH
Amphenol Corp

Technology
2.5K
New
$97.39 - $125.4 $243K - $313K
2.5K $309K
PH
Parker Hannifin Corp

Industrials
402
New
$697.13 - $769.67 $280K - $309K
402 $304K
WFC
Wells Fargo & Company

Financial Services
3.55K
New
$77.05 - $85.16 $274K - $302K
3.55K $297K
INTU
Intuit Inc

Technology
432
New
$646.03 - $807.39 $279K - $349K
432 $295K
MS
Morgan Stanley

Financial Services
1.74K
New
$139.09 - $161.16 $241K - $280K
1.74K $275K
NSC
Norfolk Southern Corp

Industrials
908
New
$259.49 - $300.41 $236K - $273K
908 $272K
C
Citigroup Inc

Financial Services
2.64K
New
$85.57 - $103.49 $226K - $273K
2.64K $267K
RTX
Raytheon Technologies Corp

Industrials
1.54K
New
$144.19 - $167.33 $223K - $258K
1.54K $258K
MRK
Merck & Co., Inc.

Healthcare
3.07K
New
$77.6 - $87.37 $238K - $268K
3.07K $257K
ROK
Rockwell Automation, Inc

Industrials
686
New
$328.67 - $358.52 $225K - $246K
686 $239K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.18K
New
$196.15 - $217.83 $231K - $257K
1.18K $237K
HWM
Howmet Aerospace Inc.

Industrials
1.18K
New
$171.0 - $196.23 $202K - $232K
1.18K $232K
HON
Honeywell International Inc

Industrials
1.08K
New
$207.7 - $240.4 $223K - $258K
1.08K $226K
EME
Emcor Group, Inc.

Industrials
331
New
$530.88 - $655.83 $176K - $217K
331 $214K
ACN
Accenture PLC

Technology
856
New
$232.56 - $304.78 $199K - $261K
856 $211K
SPY
Spdr S&P 500 ETF Trust

ETFs
315
New
$617.65 - $666.84 $195K - $210K
315 $209K
MAR
Marriott International Inc

Consumer Cyclical
790
New
$255.35 - $282.87 $202K - $223K
790 $205K
Linde PLC
639
New
N/A
639 $0
Lam Research Corp
2.16K
New
N/A
2.16K $0
Ge Vernova Inc
363
New
N/A
363 $0
Defi Technologies Inc
34.1K
New
N/A
34.1K $0
Zacks Trust
39.6K
New
N/A
39.6K $0
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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