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Home > Institutional Investor > Paragon Private Wealth Management, Llc > Profile

Instuitional Investor - Paragon Private Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Paragon Private Wealth Management, Llc
Portfolio Value $143,576,488
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 35,938 $6,919,140 4.81%
2.
Microsoft Corp
 MSFT 14,984 $5,634,755 3.92%
3.
First Tr Exchange-Traded Fd
 25,958 $4,842,465 3.37%
4.
First Tr Exchange-Traded Fd
 50,065 $4,007,216 2.79%
5.
First Tr Exchange-Traded Fd
 49,080 $4,001,492 2.78%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)