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Portfolio (Quarterly) Guide ↗

Paragon Private Wealth Management, LLC

· CIK 0001922684
13F Portfolio $383M AUM 373 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 83 Added 94 Reduced 13 Exited
Page 3 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BX BLACKSTONE INC Financial Services 9,099.0 $1.1M 0.28% +2K +26.8% $117.67 +21.8%
42 ALLW SSGA ACTIVE TR 36,363.0 $1.1M 0.28% +21K +141.6% $29.27 +3.1%
43 COF CAPITAL ONE FINL CORP Financial Services 5,288.0 $1.1M 0.28% +76.0 +1.5% $200.59 +8.3%
44 CIBR FIRST TR EXCHANGE-TRADED FD 10,867.0 $976K 0.26% +442.0 +4.2% $89.85 +9.6%
45 TFC TRUIST FINL CORP Financial Services 19,397.0 $966K 0.25% +2K +11.2% $49.82 +0.9%
46 UBER UBER TECHNOLOGIES INC Technology 12,839.0 $926K 0.24% +3K +28.2% $72.16 +8.9%
47 PAYX PAYCHEX INC Industrials 8,862.0 $871K 0.23% +139.0 +1.6% $98.33 +29.4%
48 NOBL PROSHARES TR 15,301.0 $859K 0.22% +7K +91.3% $56.16 +3.6%
49 MA MASTERCARD INCORPORATED Financial Services 1,598.0 $821K 0.21% +50.0 +3.2% $513.66 +16.1%
50 RY ROYAL BK CDA Financial Services 3,954.0 $818K 0.21% +364.0 +10.1% $206.97 -1.4%
51 CEG CONSTELLATION ENERGY CORP Utilities 3,257.0 $809K 0.21% +659.0 +25.4% $248.41 +11.7%
52 SO SOUTHERN CO Utilities 8,121.0 $777K 0.20% +2K +23.4% $95.71 -7.7%
53 GEV GE VERNOVA INC Utilities 650.0 $764K 0.20% +186.0 +40.1% $1175.30 -21.9%
54 DASH DOORDASH INC Communication Services 4,014.0 $741K 0.19% +2K +68.5% $184.53 +27.6%
55 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 8,967.0 $728K 0.19% +646.0 +7.8% $81.15 -10.1%
56 KO COCA COLA CO Consumer Defensive 8,726.0 $709K 0.18% +123.0 +1.4% $81.26 +10.6%
57 BAC BANK OF AMER CORP Financial Services 12,028.0 $685K 0.18% +1K +9.3% $56.98 +9.4%
58 F FORD MTR CO Consumer Cyclical 48,293.0 $671K 0.17% +15K +45.9% $13.90 -0.6%
59 TXN TEXAS INSTRS INC Technology 2,124.0 $633K 0.17% +107.0 +5.3% $298.01 -13.7%
60 UNH UNITEDHEALTH GROUP INC Healthcare 1,511.0 $628K 0.16% +165.0 +12.3% $415.61 -5.0%
Page 3 of 5  ·  83 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.1%
Financial Services 15.2%
Communication Services 10.6%
Industrials 9.7%
Consumer Cyclical 7.9%
Healthcare 6.6%
Consumer Defensive 2.7%
Utilities 2.4%
Energy 1.7%
Real Estate 1.3%