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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  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEF ISHARES TR 10,952.0 $1.0M 0.27% -299.0 -2.7% $94.57 -1.4%
42 SOXX ISHARES TR 1,595.0 $1.0M 0.27% -213.0 -11.8% $640.95 -18.0%
43 NEE NEXTERA ENERGY INC Utilities 11,640.0 $1.0M 0.27% -72.0 -0.6% $87.77 -4.9%
44 ABT ABBOTT LABORATORIES Healthcare 11,145.0 $1.0M 0.26% -3K -18.4% $90.74 +23.0%
45 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,409.0 $987K 0.26% -1K -21.6% $223.96 +27.1%
46 GOVT ISHARES TR 39,519.0 $900K 0.23% -1K -2.9% $22.78 -1.1%
47 MDT MEDTRONIC PLC Healthcare 11,039.0 $864K 0.23% -415.0 -3.6% $78.23 +15.0%
48 TRGP TARGA RES CORP Energy 3,074.0 $824K 0.21% -3K -49.1% $268.18 +7.7%
49 HD HOME DEPOT INC Consumer Cyclical 2,314.0 $816K 0.21% -171.0 -6.9% $352.56 -6.8%
50 SYK STRYKER CORPORATION Healthcare 2,398.0 $755K 0.20% -114.0 -4.5% $314.88 +2.3%
51 PEP PEPSICO INC Consumer Defensive 5,515.0 $747K 0.20% -622.0 -10.1% $135.40 +3.2%
52 NRG NRG ENERGY INC Utilities 5,017.0 $733K 0.19% -48.0 -0.9% $146.04 -21.7%
53 VZ VERIZON COMMUNICATIONS INC Communication Services 15,608.0 $661K 0.17% -2K -9.2% $42.34 +16.7%
54 WEC WEC ENERGY GROUP INC Utilities 5,131.0 $599K 0.16% -48.0 -0.9% $116.77 -9.0%
55 PLD PROLOGIS INC. Real Estate 4,184.0 $567K 0.15% -67.0 -1.6% $135.48 +4.7%
56 APH AMPHENOL CORP Technology 3,206.0 $565K 0.15% -126.0 -3.8% $176.35 -8.5%
57 XLV SELECT SECTOR SPDR TR 3,510.0 $557K 0.14% -476.0 -11.9% $158.68 +8.1%
58 CTAS CINTAS CORP Industrials 3,106.0 $528K 0.14% -605.0 -16.3% $170.07 +20.0%
59 CALF PACER FDS TR 9,998.0 $506K 0.13% -5K -31.5% $50.61 +14.0%
60 BSX BOSTON SCIENTIFIC CORP Healthcare 11,711.0 $500K 0.13% -4K -24.2% $42.68 +9.3%
Page 3 of 5  ·  94 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%