Managing Partner/Chief Compliance Officer

0001172661-23-001710.txt : 20230417 0001172661-23-001710.hdr.sgml : 20230417 20230417151250 ACCESSION NUMBER: 0001172661-23-001710 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230417 DATE AS OF CHANGE: 20230417 EFFECTIVENESS DATE: 20230417 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Paragon Private Wealth Management, LLC CENTRAL INDEX KEY: 0001922684 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: 23823744 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 03-31-2023 03-31-2023 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 04-17-2023 0 129 118564406 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 BBG001S5N9M6 1704120 16829 SH SOLE 0 0 16829 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 1425565 8945 SH SOLE 0 0 8945 AES CORP COM 00130H105 BBG001S6B1L5 529158 21975 SH SOLE 0 0 21975 AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 879724 3063 SH SOLE 0 0 3063 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2208412 21290 SH SOLE 0 0 21290 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 266240 2560 SH SOLE 0 0 2560 ALPS ETF TR RIVRFRNT STR INC 00162Q783 BBG005CZ6C31 376553 16379 SH SOLE 0 0 16379 AMAZON COM INC COM 023135106 BBG001S5PQL7 1809744 17521 SH SOLE 0 0 17521 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 1138155 6900 SH SOLE 0 0 6900 AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 1085863 5314 SH SOLE 0 0 5314 APPLE INC COM 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