Managing Partner/Chief Compliance Officer

0001172661-24-002186.txt : 20240513 0001172661-24-002186.hdr.sgml : 20240513 20240513094659 ACCESSION NUMBER: 0001172661-24-002186 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Paragon Private Wealth Management, LLC CENTRAL INDEX KEY: 0001922684 ORGANIZATION NAME: IRS NUMBER: 863450896 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22430 FILM NUMBER: 24937243 BUSINESS ADDRESS: STREET 1: 300 W. VINE STREET, SUITE 2201 CITY: LEXINGTON STATE: KY ZIP: 40507 BUSINESS PHONE: 859.300.3985 MAIL ADDRESS: STREET 1: 300 W. VINE STREET, SUITE 2201 CITY: LEXINGTON STATE: KY ZIP: 40507 FORMER COMPANY: FORMER CONFORMED NAME: Paragon Private Wealth Mangement, LLC DATE OF NAME CHANGE: 20220408 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001922684 XXXXXXXX 03-31-2024 03-31-2024 false Paragon Private Wealth Management, LLC

300 W. Vine Street, Suite 2201 Lexington KY 40507

13F HOLDINGS REPORT 028-22430 000312817 801-120682 N Catherine Salsman Managing Partner/Chief Compliance Officer 859-300-3985 /s/ Catherine Salsman Lexington KY 05-13-2024 0 146 168111997 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1798358 15822 SH SOLE 0 0 15822 ABBVIE INC COM 00287Y109 1994723 10954 SH SOLE 0 0 10954 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 585247 27554 SH SOLE 0 0 27554 ADOBE INC COM 00724F101 567675 1125 SH SOLE 0 0 1125 AES CORP COM 00130H105 391107 21813 SH SOLE 0 0 21813 AIR PRODS & CHEMS INC COM 009158106 894945 3694 SH SOLE 0 0 3694 ALPHABET INC CAP STK CL C 02079K107 245291 1611 SH SOLE 0 0 1611 ALPHABET INC CAP STK CL A 02079K305 3493728 23148 SH SOLE 0 0 23148 AMAZON COM INC COM 023135106 3399802 18848 SH SOLE 0 0 18848 AMERICAN EXPRESS CO COM 025816109 1047146 4599 SH SOLE 0 0 4599 AMERICAN TOWER CORP NEW COM 03027X100 1135155 5745 SH SOLE 0 0 5745 AMGEN INC COM 031162100 415392 1461 SH SOLE 0 0 1461 APPLE INC COM 037833100 6610564 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