Paragon Private Wealth Management, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $172 Million distributed in 154 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $9.75M, Apple Inc. with a value of $7.26M, First Tr Fd Dow Jones with a value of $5.39M, Nvidia Corp with a value of $4.58M, and Ishares Russell Mid Cap ETF with a value of $4.39M.
Examining the 13F form we can see an increase of $8.6M in the current position value, from $163M to 172M.
Below you can find more details about Paragon Private Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$172 Million
ETFs: $72.7 Million
Technology: $30.9 Million
Industrials: $11.8 Million
Financial Services: $9.53 Million
Healthcare: $9.07 Million
Consumer Cyclical: $8.45 Million
Communication Services: $8.33 Million
Consumer Defensive: $5.76 Million
Other: $14.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions