Paragon Private Wealth Management, LLC Incresed Positions in Q4 2024

Paragon Private Wealth Management, LLC

  • $210 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
89
+ 7.21%
$727.2 - $932.06 $64.7K - $83K
1.32K $1.02M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
746
+ 3.21%
$99.2 - $108.47 $74K - $80.9K
24K $2.39M
IEF
Ishares Barclays

ETFs
178
+ 0.88%
$92.08 - $98.18 $16.4K - $17.5K
20.5K $1.89M
KLAC
Kla Corp

Technology
138
+ 10.57%
$614.46 - $829.55 $84.8K - $114K
1.44K $909K
JNJ
Johnson & Johnson

Healthcare
51
+ 0.78%
$143.34 - $165.86 $7.31K - $8.46K
6.62K $957K
FTCS
First Trust Capital Strength E

ETFs
233
+ 0.48%
$87.62 - $94.03 $20.4K - $21.9K
48.4K $4.25M
AMAT
Applied Materials Inc

Technology
367
+ 7.96%
$161.44 - $213.89 $59.2K - $78.5K
4.98K $809K
AMGN
Amgen Inc

Healthcare
106
+ 4.28%
$258.78 - $328.31 $27.4K - $34.8K
2.58K $673K
SHW
Sherwin Williams CO

Basic Materials
19
+ 0.47%
$338.75 - $399.71 $6.44K - $7.59K
4.06K $1.38M
PEP
Pepsico Inc

Consumer Defensive
144
+ 1.26%
$151.29 - $176.1 $21.8K - $25.4K
11.5K $1.75M
NEE
Nextera Energy Inc

Utilities
282
+ 1.1%
$69.77 - $85.43 $19.7K - $24.1K
25.9K $1.86M
Activity Summary
Buys All Purchases 128 New Holdings 16 Increased Positions 112 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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