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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 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LMT LOCKHEED MARTIN CORP Industrials 1,169.0 $595K 0.15% +148.0 +14.5% $509.17 +10.7%
62 KIM KIMCO REALTY CORP Real Estate 21,973.0 $557K 0.14% +2K +10.8% $25.35 -6.2%
63 OMC OMNICOM GROUP INC Communication Services 7,140.0 $520K 0.14% +822.0 +13.0% $72.82 +21.2%
64 MS MORGAN STANLEY Financial Services 2,450.0 $512K 0.13% +42.0 +1.7% $209.14 +2.7%
65 UNP UNION PAC CORP Industrials 1,873.0 $510K 0.13% +29.0 +1.6% $272.07 +13.0%
66 PM PHILIP MORRIS INTL INC Consumer Defensive 2,781.0 $503K 0.13% +106.0 +4.0% $180.93 +6.1%
67 C CITIGROUP INC Financial Services 3,225.0 $451K 0.12% +108.0 +3.5% $139.95 -5.1%
68 LIN LINDE PLC Basic Materials 819.0 $425K 0.11% +40.0 +5.1% $518.64 -5.6%
69 PH PARKER-HANNIFIN CORP Industrials 428.0 $419K 0.11% +3.0 +0.7% $978.23 +1.7%
70 TMO THERMO FISHER SCIENTIFIC INC Healthcare 826.0 $414K 0.11% +67.0 +8.8% $501.65 +24.0%
71 FDL FIRST TR EXCHANGE-TRADED FD 8,194.0 $399K 0.10% +42.0 +0.5% $48.66 +9.3%
72 SCHE SCHWAB STRATEGIC TR 10,953.0 $397K 0.10% +249.0 +2.3% $36.26 +2.5%
73 DIS DISNEY WALT CO Communication Services 4,043.0 $389K 0.10% +100.0 +2.5% $96.26 +12.3%
74 ASH ASHLAND INC Basic Materials 5,100.0 $336K 0.09% +491.0 +10.7% $65.89 +12.9%
75 BIL SPDR SERIES TRUST 3,595.0 $329K 0.09% +90.0 +2.6% $91.65 -0.0%
76 ZACKS TRUST 9,817.0 $312K 0.08% +736.0 +8.1% $31.78
77 SYY SYSCO CORP Consumer Defensive 3,719.0 $311K 0.08% +661.0 +21.6% $83.59 -2.0%
78 MET METLIFE INC Financial Services 3,432.0 $290K 0.08% +435.0 +14.5% $84.61 +14.1%
79 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,578.0 $281K 0.07% +2K +3120.4% $178.19 +15.4%
80 BA BOEING CO Industrials 1,183.0 $256K 0.07% +93.0 +8.5% $216.47 -3.1%
Page 4 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%