Managing Partner/Chief Compliance Officer

0001172661-24-000610.txt : 20240209 0001172661-24-000610.hdr.sgml : 20240209 20240209112910 ACCESSION NUMBER: 0001172661-24-000610 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240209 DATE AS OF CHANGE: 20240209 EFFECTIVENESS DATE: 20240209 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: 24613111 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 12-31-2023 12-31-2023 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 02-09-2024 0 136 143576488 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1747389 15875 SH SOLE 0 0 15875 ABBVIE INC COM 00287Y109 1623776 10478 SH SOLE 0 0 10478 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 400584 20293 SH SOLE 0 0 20293 ADOBE INC COM 00724F101 467734 784 SH SOLE 0 0 784 AES CORP COM 00130H105 419900 21813 SH SOLE 0 0 21813 AIR PRODS & CHEMS INC COM 009158106 1007584 3680 SH SOLE 0 0 3680 ALPHABET INC CAP STK CL A 02079K305 3180881 22771 SH SOLE 0 0 22771 ALPHABET INC CAP STK CL C 02079K107 241836 1716 SH SOLE 0 0 1716 AMAZON COM INC COM 023135106 2796152 18403 SH SOLE 0 0 18403 AMERICAN EXPRESS CO COM 025816109 835162 4458 SH SOLE 0 0 4458 AMERICAN TOWER CORP NEW COM 03027X100 1230084 5698 SH SOLE 0 0 5698 AMGEN INC COM 031162100 291764 1013 SH SOLE 0 0 1013 APPLE INC COM 037833100 6919140 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