Paragon Private Wealth Management, LLC - Portfolio overview

Paragon Private Wealth Management, LLC has 233 reported holdings in this dataset, with the latest filing dated 2026-05-19.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 6.65%
2. GOOGL - ALPHABET INC, 5.72%
3. MSFT - MICROSOFT CORP, 4.14%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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