Paragon Private Wealth Management, LLC Portfolio Holdings
Paragon Private Wealth Management, LLC
- $163 Million
- Q1 2024
Paragon Private Wealth Management, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $163 Million distributed in 146 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.61M, Microsoft Corp with a value of $6.38M, First Tr Fd Dow Jones with a value of $5.45M, First Trust Capital Strength E with a value of $4.37M, and First Tr Exchange Traded Fd with a value of $4.06M.
Examining the 13F form we can see an increase of $23.8M in the current position value, from $140M to 163M.
Below you can find more details about Paragon Private Wealth Management, LLC portfolio as well as his latest detailed transactions.