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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Paragon Private Wealth Management, LLC

Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003408

Total Value
$251.1M
Positions
301
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (301)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA64,676$10.2M4.07%
2MICROSOFT CORPMSFT19,435$9.7M3.85%
3APPLE INCAAPL45,157$9.3M3.69%
4ISHARES TR46428749981,327$7.5M2.98%
5MICROSOFT CORPMSFT13,049$6.5M2.59%
6META PLATFORMS INCMETA8,524$6.3M2.51%
7AMAZON COM INCAMZN28,178$6.2M2.46%
8ISHARES TR46428780455,253$6.0M2.41%
9FIRST TR EXCHANGE-TRADED FD33733E30220,842$5.6M2.24%
10ALPHABET INCGOOG30,610$5.4M2.15%
11J P MORGAN EXCHANGE TRADED F46641Q83777,476$3.9M1.56%
12VANGUARD INDEX FDS9229083636,494$3.7M1.47%
13FIRST TR EXCHANGE TRADED FD33738R81136,369$3.5M1.39%
14BERKSHIRE HATHAWAY INC DELBRK-A6,903$3.4M1.34%
15BROADCOM INCAVGO12,091$3.3M1.33%
16FIRST TR EXCHANGE-TRADED FD33733E10436,363$3.3M1.32%
17VANGUARD BD INDEX FDS92203C30361,001$3.0M1.21%
18VISA INCV8,105$2.9M1.15%
19VANGUARD INDEX FDS9229087698,537$2.6M1.03%
20FIRST TR EXCHANGE TRADED FD33734X10140,024$2.5M1.01%
21NETFLIX INCNFLX1,822$2.4M0.97%
22ZACKS TRUST98888G10573,506$2.3M0.93%
23VANGUARD INDEX FDS9229087365,244$2.3M0.92%
24PACER FDS TR69374H88140,795$2.2M0.90%
25JPMORGAN CHASE & CO.VYLD7,516$2.2M0.87%
26ABBVIE INCABBV11,679$2.2M0.86%
27AUTOMATIC DATA PROCESSING INADP6,951$2.1M0.85%
28COLUMBIA ETF TR I19761L70657,620$2.1M0.84%
29FIRST TR EXCHANGE TRADED FD33734X19217,351$2.1M0.84%
30INVESCO EXCHANGE TRADED FD TIVZ30,698$2.1M0.83%
31JOHN HANCOCK EXCHANGE TRADED47804J20633,872$2.1M0.82%
32VANGUARD INDEX FDS92290874411,513$2.0M0.81%
33INTERNATIONAL BUSINESS MACHSINTR6,878$2.0M0.81%
34PROCTER AND GAMBLE CO74271810912,535$2.0M0.80%
35WASTE MGMT INC DEL94106L1098,505$1.9M0.78%
36FIRST TR EXCHANGE-TRADED FD3373451028,923$1.9M0.76%
37TESLA INCTSLA5,796$1.8M0.73%
38FIRST TR EXCHANGE TRADED FD33734X15024,539$1.8M0.73%
39AMERICAN EXPRESS COAXP5,457$1.7M0.69%
40FIRST TR EXCHANGE TRADED FD33734X17611,003$1.7M0.69%
41BLACKROCK INCBLK1,572$1.6M0.66%
42ISHARES TR46428744016,969$1.6M0.65%
43ABBOTT LABSABLZF11,794$1.6M0.64%
44INVESCO EXCH TRADED FD TR IIIVZ21,565$1.6M0.63%
45SALESFORCE INCCRM5,523$1.5M0.60%
46KLA CORPKLAC1,663$1.5M0.59%
47NEXTERA ENERGY INCNEE-PW20,990$1.5M0.58%
48ELI LILLY & COLLY1,759$1.4M0.55%
49ILLINOIS TOOL WKS INC4523081095,487$1.4M0.54%
50LOWES COS INC5486611076,017$1.3M0.53%
51SHERWIN WILLIAMS COSHW3,743$1.3M0.51%
52ISHARES TR46429B26755,531$1.3M0.51%
53DIGITAL RLTY TR INC2538681037,296$1.3M0.51%
54PEPSICO INCPEP9,531$1.3M0.50%
55BOSTON SCIENTIFIC CORPBSX11,588$1.2M0.50%
56FIRST TR EXCHANGE-TRADED FD33733E40112,594$1.2M0.50%
57PAYCHEX INCPAYX8,521$1.2M0.49%
58PACER FDS TR69374H85730,598$1.2M0.49%
59FIRST TR EXCHNG TRADED FD VI33740F59926,365$1.2M0.47%
60FIDELITY COVINGTON TRUST31609284022,643$1.2M0.47%
61ISHARES TR4642878878,771$1.2M0.46%
62SPDR GOLD TRGLD3,687$1.1M0.45%
63ORACLE CORPORCL-PD5,119$1.1M0.45%
64LISTED FDS TR53656G49820,013$1.1M0.44%
65APPLIED MATLS INC0382221056,009$1.1M0.44%
66PROSHARES TR74348A46710,915$1.1M0.44%
67ETFS GOLD TR00326A10434,602$1.1M0.43%
68UNITED RENTALS INCURI1,445$1.1M0.43%
69MCDONALDS CORPMCD3,685$1.1M0.43%
70DEERE & CODE2,070$1.1M0.42%
71QUANTA SVCS INC74762E1022,709$1.0M0.41%
72PALO ALTO NETWORKS INCPANW4,828$988,0020.39%
73ISHARES TR46428711910,094$978,1090.39%
74AMERICAN TOWER CORP NEW03027X1004,402$972,9300.39%
75SCHWAB STRATEGIC TR80852430033,073$966,0630.38%
76VANGUARD INDEX FDS9229086293,377$944,9860.38%
77FIRST TR EXCHNG TRADED FD VI33740U72937,471$934,1520.37%
78GLOBAL X FDS37954Y71528,603$933,8810.37%
79EXXON MOBIL CORPXOM8,556$922,3490.37%
80ZACKS TRUST98888G20426,765$907,0660.36%
81GENERAL DYNAMICS CORPGD3,057$891,6050.36%
82INVESCO EXCHANGE TRADED FD TIVZ14,265$886,4270.35%
83ISHARES TR46432F84210,593$884,2980.35%
84JOHNSON & JOHNSONJNJ5,775$882,1860.35%
85INTUITIVE SURGICAL INCISRG1,618$879,2370.35%
86COSTCO WHSL CORP NEW22160K105873$864,4580.34%
87CINTAS CORPCTAS3,848$857,5950.34%
88AXON ENTERPRISE INCAXON1,021$845,3270.34%
89INVESCO QQQ TRIVZ1,504$829,8240.33%
90SERVICENOW INCNOW805$827,6040.33%
91NRG ENERGY INCNRG5,007$804,0240.32%
92WISDOMTREE TRWT25,233$801,4010.32%
93MEDTRONIC PLCMDT9,060$789,7600.31%
94FIRST TR EXCHNG TRADED FD VI33740F75524,756$787,2410.31%
95AMGEN INCAMGN2,762$771,2880.31%
96INVESCO EXCHANGE TRADED FD TIVZ5,409$766,4010.31%
97CAPITAL ONE FINL CORP14040H1053,588$763,3830.30%
98HOME DEPOT INCHD2,071$759,2220.30%
99STRYKER CORPORATIONSYK1,885$745,7630.30%
100QUALCOMM INCQCOM4,467$711,3960.28%
101SCHWAB CHARLES CORPSCHW-PJ7,723$704,6880.28%
102S&P GLOBAL INCSPGI1,293$681,7860.27%
103UNION PAC CORPUNP2,961$681,2670.27%
104VANGUARD WORLD FD92204A7021,027$681,2560.27%
105ARISTA NETWORKS INCANET6,645$679,8500.27%
106ROYAL CARIBBEAN GROUPV7780T1032,119$663,5440.26%
107SEAGATE TECHNOLOGY HLDNGS PLSE4,528$653,5260.26%
108ISHARES TR4642876552,967$640,2490.26%
109SYSCO CORPSYY8,443$639,4730.25%
110ISHARES TR46428881010,153$635,9840.25%
111VANECK ETF TRUST92189F7264,140$634,5790.25%
112DISNEY WALT CO2546871064,990$618,8260.25%
113ETF SER SOLUTIONS26922A4206,674$612,7730.24%
114TARGA RES CORPTRGP3,516$612,0650.24%
115ANALOG DEVICES INCADI2,559$609,1020.24%
116COLUMBIA ETF TR I19761L60730,176$607,1410.24%
117WALMART INCWMT6,082$594,7520.24%
118FIRST TR EXCHANGE TRADED FD33738R5069,178$575,8280.23%
119ARK 21SHARES BITCOIN ETFARKB15,487$554,2800.22%
120PUBLIC SVC ENTERPRISE GRP IN7445731066,584$554,2510.22%
121MASTERCARD INCORPORATEDMA984$553,1420.22%
122BLACKSTONE INCBX3,678$550,1550.22%
123VANECK ETF TRUST92189F6014,898$544,5600.22%
124WEC ENERGY GROUP INCWEC5,217$543,6110.22%
125GALLAGHER ARTHUR J & CO3635761091,697$543,0960.22%
126ISHARES TR4642875232,272$542,3260.22%
127VERIZON COMMUNICATIONS INCVZ12,371$535,2930.21%
128CHEVRON CORP NEWCVX3,632$520,0720.21%
129FIDELITY COVINGTON TRUST3160925016,955$514,9480.21%
130PROLOGIS INC.PLDGP4,847$509,5240.20%
131CISCO SYS INCCSCO7,026$487,4640.19%
132ROPER TECHNOLOGIES INCROP835$473,3110.19%
133EATON CORP PLCETN1,315$469,4420.19%
134PROSHARES TR74347G44021,623$465,1070.19%
135SELECT SECTOR SPDR TR81369Y2093,438$463,4410.18%
136NVIDIA CORPORATIONNVDA2,931$463,0690.18%
137GENUINE PARTS COGPC3,651$442,9030.18%
138UNITEDHEALTH GROUP INCUNH1,347$420,1910.17%
139LOCKHEED MARTIN CORPLMT902$417,8790.17%
140TRUIST FINL CORP89832Q1099,672$415,8350.17%
141FIRST TR EXCHANGE-TRADED FD3369171099,929$415,7270.17%
142MCKESSON CORPMCK564$413,3590.16%
143AIR PRODS & CHEMS INCAIIR1,452$409,5510.16%
144ALPHABET INCGOOG2,295$407,1670.16%
145ROYAL BK CDA7800871023,064$403,0690.16%
146ADOBE INCADBE990$383,0110.15%
147CONOCOPHILLIPSCOP4,239$380,4010.15%
148SOUTHERN COSOMN4,134$379,6280.15%
149EQUINIX INCEQIX476$378,6440.15%
150DTE ENERGY CODTK2,751$364,3970.15%
151CROWDSTRIKE HLDGS INCCRWD707$360,0820.14%
152COCA COLA COKO5,070$358,7030.14%
153GLOBAL X FDS37954Y3849,589$355,7520.14%
154SCHWAB STRATEGIC TR80852470611,465$345,5550.14%
155INVESCO EXCHANGE TRADED FD TIVZ2,911$341,8680.14%
156GRAINGER W W INC384802104317$329,7560.13%
157VANGUARD WHITEHALL FDS9219464062,452$326,8290.13%
158MOLSON COORS BEVERAGE COTAP-A6,689$321,6740.13%
159PALANTIR TECHNOLOGIES INCPLTR2,350$320,3520.13%
160SELECT SECTOR SPDR TR81369Y8031,218$308,4340.12%
161SAP SESAPGF997$303,1880.12%
162FIRST TR EXCHANGE-TRADED FD33739Q4084,962$297,0750.12%
163EMERSON ELEC COEMR2,152$286,9710.11%
164AMERIPRISE FINL INC03076C106537$286,6130.11%
165APPLE INCAAPL1,387$284,5710.11%
166CAVA GROUP INCCAVA3,350$282,1710.11%
167BANK AMERICA CORP0605051045,950$281,5230.11%
168SPDR SERIES TRUST78468R6632,965$271,9510.11%
169CONSTELLATION ENERGY CORPCEG826$266,6000.11%
170GE AEROSPACE3696043011,019$262,3170.10%
171CATERPILLAR INCCAT674$261,8030.10%
172FIRST TR EXCHANGE-TRADED FD33733B1002,420$261,3120.10%
173PNC FINL SVCS GROUP INC6934751051,391$259,3100.10%
174VANGUARD SCOTTSDALE FDS92206C7143,014$256,7730.10%
175MICROSTRATEGY INCSTRK633$255,8780.10%
176UNILEVER PLCUNLYF4,007$245,1080.10%
177AUTODESK INCADSK790$244,5600.10%
178KIMCO RLTY CORP49446R10911,522$242,1920.10%
179UBER TECHNOLOGIES INCUBER2,549$237,8220.09%
180ISHARES TR4642876062,592$235,8200.09%
181AMAZON COM INCAMZN1,071$234,9670.09%
182PRUDENTIAL FINL INCPUKPF2,167$232,8650.09%
183SANOFISNYNF4,746$229,2790.09%
184T-MOBILE US INCTMUSZ948$225,9090.09%
185ASHLAND INCASH4,446$223,5450.09%
186TJX COS INC NEW8725401091,766$217,9770.09%
187TAIWAN SEMICONDUCTOR MFG LTD874039100958$216,9770.09%
188TEXAS INSTRS INC8825081041,030$213,8490.09%
189META PLATFORMS INCMETA279$206,0030.08%
190OMNICOM GROUP INCOMC2,834$203,8780.08%
191ISHARES TR464287200323$200,5580.08%
192ISHARES TR4642877051,620$200,2000.08%
193ALPHABET INCGOOG1,135$200,1300.08%
194THERMO FISHER SCIENTIFIC INCTMO481$195,0260.08%
195GOLDMAN SACHS GROUP INCGSCE273$193,5750.08%
196SPOTIFY TECHNOLOGY S ASPOT249$191,0680.08%
197BROADCOM INCAVGO481$132,7060.05%
198TESLA INCTSLA384$121,9810.05%
199NETFLIX INCNFLX76$101,7740.04%
200JPMORGAN CHASE & CO.VYLD242$70,1580.03%
201ZACKS TRUST98888G1052,194$70,0110.03%
202ELI LILLY & COLLY81$63,2040.03%
203VISA INCV168$59,6810.02%
204BERKSHIRE HATHAWAY INC DELBRK-A115$55,8640.02%
205COSTCO WHSL CORP NEW22160K10549$48,5070.02%
206MASTERCARD INCORPORATEDMA83$46,6410.02%
207WALMART INCWMT441$43,1640.02%
208PALANTIR TECHNOLOGIES INCPLTR297$40,4870.02%
209HOME DEPOT INCHD110$40,4660.02%
210ORACLE CORPORCL-PD182$39,7910.02%
211ABBVIE INCABBV193$35,8250.01%
212PROCTER AND GAMBLE CO742718109212$33,7760.01%
213SPOTIFY TECHNOLOGY S ASPOT43$32,9960.01%
214GOLDMAN SACHS GROUP INCGSCE43$30,5110.01%
215GE AEROSPACE369604301114$29,3420.01%
216UBER TECHNOLOGIES INCUBER297$27,7100.01%
217CISCO SYS INCCSCO397$27,5440.01%
218BANK AMERICA CORP060505104577$27,3160.01%
219ZACKS TRUST98888G204798$27,0440.01%
220JOHNSON & JOHNSONJNJ174$26,6420.01%
221SALESFORCE INCCRM97$26,4510.01%
222COCA COLA COKO372$26,3190.01%
223AMERICAN EXPRESS COAXP82$26,1560.01%
224CINTAS CORPCTAS117$26,1130.01%
225INTERNATIONAL BUSINESS MACHSINTR87$25,6910.01%
226CATERPILLAR INCCAT66$25,6840.01%
227EXXON MOBIL CORPXOM227$24,5120.01%
228ISHARES TR46432F842290$24,2040.01%
229ABBOTT LABSABLZF173$23,5300.01%
230CHEVRON CORP NEWCVX159$22,7670.01%
231TJX COS INC NEW872540109172$21,2820.01%
232INTUITIVE SURGICAL INCISRG39$21,1930.01%
233APPLIED MATLS INC038222105115$21,0820.01%
234CROWDSTRIKE HLDGS INCCRWD41$20,8820.01%
235BOSTON SCIENTIFIC CORPBSX191$20,5150.01%
236STRYKER CORPORATIONSYK49$19,3860.01%
237QUALCOMM INCQCOM121$19,3420.01%
238PEPSICO INCPEP144$19,0950.01%
239SOUTHERN COSOMN206$18,9750.01%
240ARISTA NETWORKS INCANET182$18,6200.01%
241MCDONALDS CORPMCD61$17,8610.01%
242AMGEN INCAMGN61$17,0910.01%
243VERIZON COMMUNICATIONS INCVZ379$16,3990.01%
244ALPHABET INCGOOG89$15,7970.01%
245PALO ALTO NETWORKS INCPANW77$15,7570.01%
246TEXAS INSTRS INC88250810475$15,5720.01%
247THERMO FISHER SCIENTIFIC INCTMO38$15,4070.01%
248BLACKROCK INCBLK14$14,7170.01%
249SERVICENOW INCNOW14$14,3930.01%
250CONOCOPHILLIPSCOP145$12,9950.01%
251NEXTERA ENERGY INCNEE-PW179$12,4610.00%
252T-MOBILE US INCTMUSZ51$12,1930.00%
253DISNEY WALT CO25468710697$12,0290.00%
254ROYAL CARIBBEAN GROUPV7780T10338$11,8990.00%
255AMERIPRISE FINL INC03076C10621$11,2080.00%
256GENERAL DYNAMICS CORPGD38$11,0830.00%
257EMERSON ELEC COEMR82$10,9590.00%
258SCHWAB STRATEGIC TR808524706341$10,2890.00%
259SCHWAB CHARLES CORPSCHW-PJ111$10,1280.00%
260CAPITAL ONE FINL CORP14040H10547$10,0000.00%
261PROLOGIS INC.PLDGP93$9,8110.00%
262ADOBE INCADBE25$9,6720.00%
263DEERE & CODE19$9,6610.00%
264S&P GLOBAL INCSPGI18$9,4910.00%
265KLA CORPKLAC10$8,9570.00%
266WASTE MGMT INC DEL94106L10939$8,9240.00%
267EATON CORP PLCETN24$8,5680.00%
268TRUIST FINL CORP89832Q109198$8,4920.00%
269AUTOMATIC DATA PROCESSING INADP27$8,3270.00%
270VANGUARD SCOTTSDALE FDS92206C71490$7,7050.00%
271PNC FINL SVCS GROUP INC69347510539$7,2700.00%
272AMERICAN TOWER CORP NEW03027X10032$7,0730.00%
273ILLINOIS TOOL WKS INC45230810927$6,6760.00%
274MEDTRONIC PLCMDT76$6,6250.00%
275LOCKHEED MARTIN CORPLMT14$6,4840.00%
276CONSTELLATION ENERGY CORPCEG19$6,1320.00%
277DTE ENERGY CODTK46$6,0930.00%
278MCKESSON CORPMCK8$5,8620.00%
279GALLAGHER ARTHUR J & CO36357610918$5,7620.00%
280ROPER TECHNOLOGIES INCROP10$5,6680.00%
281ANALOG DEVICES INCADI23$5,4740.00%
282UNITED RENTALS INCURI7$5,2740.00%
283EQUINIX INCEQIX6$4,7730.00%
284AUTODESK INCADSK15$4,6440.00%
285QUANTA SVCS INC74762E10212$4,5370.00%
286PAYCHEX INCPAYX31$4,5090.00%
287GRAINGER W W INC3848021044$4,1610.00%
288UNION PAC CORPUNP18$4,1410.00%
289AXON ENTERPRISE INCAXON5$4,1400.00%
290BLACKSTONE INCBX26$3,8890.00%
291DIGITAL RLTY TR INC25386810322$3,8350.00%
292SYSCO CORPSYY45$3,4080.00%
293AIR PRODS & CHEMS INCAIIR11$3,1030.00%
294GENUINE PARTS COGPC25$3,0330.00%
295PUBLIC SVC ENTERPRISE GRP IN74457310636$3,0300.00%
296SHERWIN WILLIAMS COSHW8$2,7470.00%
297WEC ENERGY GROUP INCWEC26$2,7090.00%
298NRG ENERGY INCNRG16$2,5690.00%
299PRUDENTIAL FINL INCPUKPF3$3220.00%
300TARGA RES CORPTRGP1$1740.00%
301OMNICOM GROUP INCOMC2$1440.00%