Holdings

Paragon Private Wealth Management, LLC

As of Jun 30, 2026, Paragon Private Wealth Management, LLC reported 148 positions worth US$232M. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Nvidia Corporation89,548US$17.9M+1,498Jun 30, 2026
Apple Inc59,987US$17.4M−141Jun 30, 2026
Alphabet Inc (google) Class C46,069US$16.5M−492Jun 30, 2026
Microsoft Corp.35,511US$13.2M−1,725Jun 30, 2026
Amazon.com, Inc.40,458US$9.64M−7Jun 30, 2026
Broadcom Inc.20,711US$7.82M−902Jun 30, 2026
Kla Corporation23,428US$7.07M+21,126Jun 30, 2026
Meta Platforms, Inc.10,990US$6.19M−461Jun 30, 2026
Applied Materials, Inc.6,801US$4.92M+95Jun 30, 2026
Tesla, Inc.10,247US$4.31M+64Jun 30, 2026