Paragon Private Wealth Management, LLC Sells in Q4 2024

Paragon Private Wealth Management, LLC

  • $210 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-8.39K
- 17.42%
$50.37 - $50.6 $422K - $424K
39.8K $2M
NKE
Nike, Inc.

Consumer Cyclical
-4.53K
- 59.15%
$73.36 - $89.13 $332K - $403K
3.13K $236K
VTV
Vanguard Value ETF

ETFs
-1.56K
- 10.85%
$168.32 - $181.87 $262K - $283K
12.8K $2.16M
VUG
Vanguard Growth ETF

ETFs
-1.19K
- 14.8%
$378.79 - $428.11 $451K - $510K
6.86K $2.81M
PLD
Prologis, Inc.

Real Estate
-711
- 7.69%
$101.4 - $126.96 $72.1K - $90.3K
8.53K $901K
NVO
Novo Nordisk A S

Healthcare
-552
- 13.12%
$85.0 - $120.04 $46.9K - $66.3K
3.66K $314K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.61K
- 17.69%
$59.74 - $60.03 $156K - $157K
12.1K $725K
UPS
United Parcel Service Inc

Industrials
-904
- 22.88%
$122.65 - $138.35 $111K - $125K
3.05K $384K
TGT
Target Corp

Consumer Defensive
-734
- 29.3%
$121.59 - $160.69 $89.2K - $118K
1.77K $239K
AES
Aes Corp

Utilities
-3.02K
- 19.58%
$12.44 - $20.24 $37.6K - $61.1K
12.4K $159K
GPC
Genuine Parts CO

Consumer Cyclical
-113
- 2.27%
$113.11 - $143.63 $12.8K - $16.2K
4.86K $566K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.97K
- 17.57%
$50.62 - $52.07 $99.8K - $103K
9.25K $471K
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
-540
- 3.38%
$91.86 - $98.85 $49.6K - $53.4K
15.4K $1.44M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-826
- 8.7%
$32.55 - $36.44 $26.9K - $30.1K
8.67K $294K
FIW
First Trust Water ETF

ETFs
-179
- 4.95%
$102.02 - $110.91 $18.3K - $19.9K
3.44K $350K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-473
- 6.04%
$57.53 - $60.83 $27.2K - $28.8K
7.36K $423K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-191
- 7.63%
$89.81 - $104.0 $17.2K - $19.9K
2.31K $208K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.14K
- 4.45%
$11.42 - $12.5 $13K - $14.3K
24.5K $282K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-277
- 4.87%
$113.79 - $124.5 $31.5K - $34.5K
5.41K $620K
TAP
Molson Coors Beverage CO

Consumer Defensive
-529
- 4.3%
$53.97 - $63.88 $28.6K - $33.8K
11.8K $674K
EVTC
Evertec, Inc.

Technology
-975
- 10.45%
$32.22 - $36.8 $31.4K - $35.9K
8.36K $288K
FDL
First Tr Morningstar Dividend

ETFs
-81
- 0.63%
$39.59 - $43.95 $3.21K - $3.56K
12.8K $516K
APD
Air Products & Chemicals, Inc.

Basic Materials
-8
- 0.31%
$285.5 - $335.62 $2.28K - $2.68K
2.61K $755K
SPY
Spdr S&P 500 ETF Trust

ETFs
-42
- 2.75%
$567.81 - $607.81 $23.8K - $25.5K
1.49K $870K
ROK
Rockwell Automation, Inc

Industrials
-59
- 6.4%
$264.65 - $302.92 $15.6K - $17.9K
863 $246K
FTXL
First Tr ETF Vi Nasdaq Semicon
-1.04K
- 2.02%
N/A
50.3K $0
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-252
- 6.66%
$58.39 - $67.04 $14.7K - $16.9K
3.53K $224K
XLK
Technology Sector Spdr

ETFs
-10
- 0.58%
$220.26 - $241.44 $2.2K - $2.41K
1.72K $399K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-1
- 0.03%
$98.04 - $108.11 $98 - $108
3.28K $333K
GOOG
Alphabet Inc.

Communication Services
-9
- 0.44%
$163.08 - $198.16 $1.47K - $1.78K
2.05K $390K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-16
- 0.24%
$521.84 - $558.82 $8.35K - $8.94K
6.67K $3.59M
DIS
Walt Disney CO

Communication Services
-146
- 2.05%
$92.39 - $117.6 $13.5K - $17.2K
6.96K $774K
SKYY
First Trust Cloud Computing Et

ETFs
-127
- 0.56%
$99.98 - $130.46 $12.7K - $16.6K
22.5K $2.68M
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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