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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 6 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NEE NEXTERA ENERGY INC Utilities 11,640.0 $1.0M 0.27% -72.0 -0.6% $87.77 -7.1%
102 ABT ABBOTT LABORATORIES Healthcare 11,145.0 $1.0M 0.26% -3K -18.4% $90.74 +24.0%
103 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,409.0 $987K 0.26% -1K -21.6% $223.96 +28.1%
104 CIBR FIRST TR EXCHANGE-TRADED FD 10,867.0 $976K 0.26% +442.0 +4.2% $89.85 +9.9%
105 TFC TRUIST FINL CORP Financial Services 19,397.0 $966K 0.25% +2K +11.2% $49.82 +0.7%
106 UBER UBER TECHNOLOGIES INC Technology 12,839.0 $926K 0.24% +3K +28.2% $72.16 +8.8%
107 GOVT ISHARES TR 39,519.0 $900K 0.23% -1K -2.9% $22.78 -1.4%
108 BUFR FIRST TR EXCHNG TRADED FD VI 24,511.0 $895K 0.23% $36.53 +2.4%
109 PPA INVESCO EXCHANGE TRADED FD T 4,975.0 $879K 0.23% $176.64 -3.8%
110 PAYX PAYCHEX INC Industrials 8,862.0 $871K 0.23% +139.0 +1.6% $98.33 +29.1%
111 MDT MEDTRONIC PLC Healthcare 11,039.0 $864K 0.23% -415.0 -3.6% $78.23 +16.3%
112 NOBL PROSHARES TR 15,301.0 $859K 0.22% +7K +91.3% $56.16 +3.7%
113 TRGP TARGA RES CORP Energy 3,074.0 $824K 0.21% -3K -49.1% $268.18 +7.6%
114 MA MASTERCARD INCORPORATED Financial Services 1,598.0 $821K 0.21% +50.0 +3.2% $513.66 +15.9%
115 RY ROYAL BK CDA Financial Services 3,954.0 $818K 0.21% +364.0 +10.1% $206.97 -1.3%
116 HD HOME DEPOT INC Consumer Cyclical 2,314.0 $816K 0.21% -171.0 -6.9% $352.56 -6.6%
117 CEG CONSTELLATION ENERGY CORP Utilities 3,257.0 $809K 0.21% +659.0 +25.4% $248.41 +11.9%
118 SO SOUTHERN CO Utilities 8,121.0 $777K 0.20% +2K +23.4% $95.71 -7.9%
119 S&P GLOBAL INC 1,896.0 $772K 0.20% NEW $407.23
120 GEV GE VERNOVA INC Utilities 650.0 $764K 0.20% +186.0 +40.1% $1175.30 -21.9%
Page 6 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%