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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 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RECS COLUMBIA ETF TR I 57,233.0 $2.5M 0.65% -10K -14.3% $43.28 +5.3%
42 FXL FIRST TR EXCHANGE-TRADED FD 10,646.0 $2.3M 0.60% $217.22 +1.1%
43 FXD FIRST TR EXCHANGE-TRADED FD 33,377.0 $2.3M 0.60% -1K -3.5% $69.17 -0.5%
44 DE DEERE & CO Industrials 3,580.0 $2.3M 0.59% +164.0 +4.8% $634.33 -1.8%
45 VOO VANGUARD INDEX FDS 3,214.0 $2.2M 0.58% $686.88 +3.2%
46 WM WASTE MGMT INC DEL Industrials 9,798.0 $2.2M 0.57% -125.0 -1.3% $222.87 -2.3%
47 BLK BLACKROCK INC Financial Services 2,168.0 $2.1M 0.54% +135.0 +6.6% $961.59 +21.4%
48 AXP AMERICAN EXPRESS CO Financial Services 6,111.0 $2.1M 0.54% +137.0 +2.3% $338.25 -1.2%
49 JNJ JOHNSON & JOHNSON Healthcare 7,940.0 $2.0M 0.53% +285.0 +3.7% $253.95 +4.7%
50 JHMM JOHN HANCOCK EXCHANGE TRADED 26,724.0 $2.0M 0.52% -2K -7.6% $74.96 +1.2%
51 GE GE AEROSPACE Industrials 5,091.0 $1.9M 0.50% +711.0 +16.2% $373.79 -8.3%
52 SKYY FIRST TR EXCHANGE-TRADED FD 14,063.0 $1.9M 0.49% -934.0 -6.2% $134.56 +23.8%
53 FXR FIRST TR EXCHANGE-TRADED FD 20,002.0 $1.8M 0.48% -331.0 -1.6% $91.12 -2.9%
54 NFLX NETFLIX INC. Communication Services 24,700.0 $1.8M 0.46% -6K -19.1% $71.40 +11.8%
55 MU MICRON TECHNOLOGY INC Technology 1,526.0 $1.8M 0.46% +224.0 +17.2% $1154.46 -19.0%
56 GD GENERAL DYNAMICS CORP Industrials 4,862.0 $1.7M 0.45% +2K +60.2% $354.22 +7.3%
57 AMD ADVANCED MICRO DEVICES INC Technology 2,964.0 $1.7M 0.45% +302.0 +11.3% $580.91 -17.9%
58 ADI ANALOG DEVICES INC Technology 4,293.0 $1.7M 0.45% +206.0 +5.0% $397.18 -5.7%
59 PG PROCTER & GAMBLE CO Consumer Defensive 11,505.0 $1.7M 0.44% -539.0 -4.5% $146.64 -2.4%
60 ANET ARISTA NETWORKS INC Technology 9,885.0 $1.7M 0.44% +419.0 +4.4% $169.88 +18.4%
Page 3 of 12  ·  226 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%