StockDriftsStockDriftsTop 50 Paragon Private Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.81% | 88.0K | $15.4M | +3.22%(+2.75K) | $105.45(+84.76%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.78% | 60.1K | $15.3M | +2.59%(+1.52K) | $192.33(+60.47%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.31% | 37.2K | $13.8M | +0.61%(+227) | $418.07(-6.60%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.09% | 45.4K | $13.1M | +0.91%(+411) | $162.88(+120.97%) | 2026-03-31 | |
| IWR | ISHARES TR | 2.64% | 86.8K | $8.4M | +2.95%(+2.49K) | $81.09(+36.08%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.64% | 40.5K | $8.4M | +2.36%(+933) | $185.93(+30.52%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.15% | 55.2K | $6.9M | +3.66%(+1.95K) | $105.06(+39.43%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.09% | 21.6K | $6.7M | +9.31%(+1.84K) | $218.77(+64.77%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.05% | 11.5K | $6.6M | -4.56%(-547) | $530.17(+9.95%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 1.71% | 108.0K | $5.5M | +5.57%(+5.70K) | $50.56(-0.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.63% | +50.62% |
| Top 20 Holdings Unweighted | +14.71% | +50.96% |
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