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Paragon Private Wealth Management

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
863450896
SEC advisor number
801-120682
FINRA CRD number
312817
AUM ?
$181.79M (as of 22 Mar 22)
Accounts
370 (as of 22 Mar 22)
Employees
3 (2 investment advisory or research)

Investment data

Data from SEC filings
Top 50 of 108 long holdings
End of quarter 31 Mar 22
Value
 
#Shares
 
$5.85M 32.93K
$4.58M 90.78K
$4.54M 29.88K
$4.52M 13.44K
$4.12M 48.68K
$2.91M 873
First TR Exch Traded FD III
$2.83M 49.69K
$2.82M 974
$2.64M 25.28K
$2.45M 18.56K
$2.34M 9.33K
$2.28M 10.08K
$1.98M 57.35K
$1.96M 31.56K
$1.95M 21.96K
$1.8M 92.56K
$1.64M 4.86K
$1.63M 30.64K
$1.61M 12.18K
$1.61M 32.99K
$1.57M 3.6K
$1.54M 12.98K
$1.53M 7.04K
$1.42M 20.96K
$1.39M 20.25K
$1.34M 21.38K
$1.31M 28.3K
$1.31M 9.72K
$1.29M 5.22K
$1.26M 7.57K
$1.25M 20.13K
$1.21M 6.4K
$1.1M 12.95K
$910.22K 10.03K
$886.7K 4.75K
$879K 31.95K
$874K 9.24K
$861.4K 6.89K
First TR Exchange Traded FD
$861K 9.08K
$840K 14.05K
$808K 2.7K
$803K 5.18K
$790K 4.99K
$775K 13.84K
$774.13K 3.07K
$772K 1.28K
$732K 20.48K
$718.78K 52.94K
$711.38K 958
$689K 652
Holdings list only includes long positions. Only includes long positions.

Calendar

29 May 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings