Paragon Private Wealth Management, LLC
Top Portfolio Positions
153 positions ·
$211,408,661 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
88,050 | $15,355,919 | 7.26% | |
| AAPL |
Apple Inc.
Technology
|
60,128 | $15,259,884 | 7.22% | |
| MSFT |
Microsoft Corp
Technology
|
37,236 | $13,783,649 | 6.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
45,421 | $13,061,262 | 6.18% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
40,465 | $8,427,645 | 3.99% | |
| AVGO |
Broadcom Inc.
Technology
|
21,613 | $6,689,439 | 3.16% | |
| META |
Meta Platforms, Inc.
Communication Services
|
11,451 | $6,551,459 | 3.10% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
8,161 | $3,910,750 | 1.85% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
10,183 | $3,785,529 | 1.79% | |
| KLAC |
Kla Corp
Technology
|
2,302 | $3,389,487 | 1.60% |
Portfolio Trend
18 quarters · across all stocks
Holdings in DEFT
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,857 | 34,100 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $25,745 | 34,100 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $71,951 | 34,100 | Shares | Sole | 2025-11-03 | |
| No 13F history on record for this holder in this stock. | ||||||