Paragon Private Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    lexington, KY
  • Num holdings

    214

  • Value ($000)

    $305,084

  • Date Filed
    11/03/2025
  • Form type
    13F-HR
  • CIK
    0001922684
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$14.77M
5 %

79,177

A
AAPL

APPLE INC

COM
037833100
$14.47M
5 %

56,820

M
MSFT

MICROSOFT CORP

COM
594918104
$12.56M
4 %

24,242

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$10.56M
4 %

43,427

A
AMZN

AMAZON COM INC

COM
023135106
$8.43M
3 %

38,372

I
IWR

ISHARES TR

RUS MID CAP ETF
464287499
$8.22M
3 %

85,116

M
META

META PLATFORMS INC

CL A
30303M102
$7.95M
3 %

10,823

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$6.54M
2 %

55,010

F
FDN

FIRST TR EXCHANGE-TRADED FD

DJ INTERNT IDX
33733E302
$5.58M
2 %

19,933

A
AVGO

BROADCOM INC

COM
11135F101
$5.04M
2 %

15,274

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 214