Paragon Private Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $237 Million distributed in 301 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $16.2M, Nvidia Corp with a value of $10.7M, Apple Inc. with a value of $9.55M, Ishares Russell Mid Cap ETF with a value of $7.48M, and Meta Platforms, Inc. with a value of $6.5M.
Examining the 13F form we can see an increase of $32.1M in the current position value, from $204M to 237M.
Below you can find more details about Paragon Private Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$237 Million
ETFs: $88.6 Million
Technology: $54.2 Million
Communication Services: $16.9 Million
Financial Services: $16.4 Million
Industrials: $15.8 Million
Consumer Cyclical: $13 Million
Healthcare: $12 Million
Consumer Defensive: $6.45 Million
Other: $12.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
