Paragon Advisors, LLC Q1 2025 Filing

Filed April 15, 2025

Portfolio Value

$264.5B

Holdings

85

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (85 positions)

#StockSharesValue% PortfolioType
1
IBITISHARES BITCOIN TRUST ETF
427,137$20.0B7.56%
2
TQQQPROSHARES TR
323,011$18.5B7.00%
3
AVUVAMERICAN CENTY ETF TR
180,990$15.8B5.97%
4
JAAAJANUS DETROIT STR TR
276,962$14.0B5.31%
5
JPSTJ P MORGAN EXCHANGE TRADED F
207,657$10.5B3.98%
6
AVGEAMERICAN CENTY ETF TR
143,676$10.2B3.87%
7
NVDANVIDIA CORPORATION
91,194$9.9B3.74%
8
TSMTAIWAN SEMICONDUCTOR MFG LTD
53,178$8.8B3.34%
9
JBBBJANUS DETROIT STR TR
141,698$6.9B2.61%
10
ZROZPIMCO ETF TR
81,480$5.8B2.21%
11
ASMLASML HOLDING N V
7,989$5.3B2.00%
12
LLYELI LILLY & CO
6,369$5.3B1.99%
13
MSFTMICROSOFT CORP
13,667$5.1B1.94%
14
METAMETA PLATFORMS INC
8,694$5.0B1.89%
15
FBNDFIDELITY MERRIMACK STR TR
106,704$4.9B1.84%
16
EMBISHARES TR
52,194$4.7B1.79%
17
USHYISHARES TR
127,145$4.7B1.77%
18
IAGGISHARES TR
92,770$4.6B1.75%
19
PGRPROGRESSIVE CORP
15,159$4.3B1.62%
20
TCAFT ROWE PRICE ETF INC
129,089$4.2B1.58%
21
CGGOCAPITAL GROUP GBL GROWTH EQT
141,710$4.0B1.52%
22
GOOGLALPHABET INC
25,689$4.0B1.50%
23
MOATVANECK ETF TRUST
45,121$4.0B1.50%
24
AMZNAMAZON COM INC
17,735$3.4B1.28%
25
NOWSERVICENOW INC
4,034$3.2B1.21%
26
UNHUNITEDHEALTH GROUP INC
6,090$3.2B1.21%
27
AVGOBROADCOM INC
18,959$3.2B1.20%
28
LNGCHENIERE ENERGY INC
12,771$3.0B1.12%
29
VEEVVEEVA SYS INC
11,929$2.8B1.04%
30
CRWDCROWDSTRIKE HLDGS INC
7,560$2.7B1.01%
31
CITCINTAS CORP
12,649$2.6B0.98%
32
EPDENTERPRISE PRODS PARTNERS L
74,274$2.5B0.96%
33
T7DTRANSDIGM GROUP INC
1,800$2.5B0.94%
34
SPYSPDR S&P 500 ETF TR
4,209$2.4B0.89%
35
RACEFERRARI N V
5,026$2.2B0.81%
36
PLTRPALANTIR TECHNOLOGIES INC
24,748$2.1B0.79%
37
LRCXLAM RESEARCH CORP
28,645$2.1B0.79%
38
CPRTCOPART INC
36,466$2.1B0.78%
39
COSTCOSTCO WHSL CORP NEW
2,156$2.0B0.77%
40
MLB1MERCADOLIBRE INC
1,018$2.0B0.75%
41
WCNWASTE CONNECTIONS INC
10,115$2.0B0.75%
42
COWZPACER FDS TR
35,845$2.0B0.74%
43
CDNSCADENCE DESIGN SYSTEM INC
7,684$2.0B0.74%
44
SMHVANECK ETF TRUST
9,184$1.9B0.73%
45
BRK/BBERKSHIRE HATHAWAY INC DEL
3,533$1.9B0.71%
46
ARESARES MANAGEMENT CORPORATION
12,712$1.9B0.70%
47
ORLYOREILLY AUTOMOTIVE INC
1,285$1.8B0.70%
48
MPWRMONOLITHIC PWR SYS INC
3,116$1.8B0.68%
49
AAPLAPPLE INC
8,118$1.8B0.68%
50
IDXXIDEXX LABS INC
4,201$1.8B0.67%
51
ODFLOLD DOMINION FREIGHT LINE IN
10,151$1.7B0.63%
52
EDVVANGUARD WORLD FD
22,619$1.6B0.61%
53
WSTWEST PHARMACEUTICAL SVSC INC
6,768$1.5B0.57%
54
BLDRBUILDERS FIRSTSOURCE INC
11,992$1.5B0.57%
55
TSLATESLA INC
5,173$1.3B0.51%
56
RXSTRXSIGHT INC
48,678$1.2B0.46%
57
WINGWINGSTOP INC
4,624$1.0B0.39%
58
AVDEAMERICAN CENTY ETF TR
13,728$909.8M0.34%
59
IVVISHARES TR
1,563$878.3M0.33%
60
BRK-BBERKSHIRE HATHAWAY INC DEL
1$798.4M0.30%
61
AVDVAMERICAN CENTY ETF TR
9,685$675.4M0.26%
62
AVUSAMERICAN CENTY ETF TR
7,164$661.8M0.25%
63
AVNMAMERICAN CENTY ETF TR
11,069$645.4M0.24%
64
SHWSHERWIN WILLIAMS CO
1,817$634.5M0.24%
65
IJTISHARES TR
4,546$566.0M0.21%
66
XOMEXXON MOBIL CORP
4,590$545.9M0.21%
67
SCHFSCHWAB STRATEGIC TR
25,196$498.4M0.19%
68
BNDVANGUARD BD INDEX FDS
6,212$456.3M0.17%
69
FFINFIRST FINL BANKSHARES INC
12,143$436.2M0.16%
70
VTIVANGUARD INDEX FDS
1,437$394.9M0.15%
71
ITOTISHARES TR
3,100$378.3M0.14%
72
VOOVANGUARD INDEX FDS
686$352.3M0.13%
73
GQ9SPDR GOLD TR
904$260.5M0.10%
74
IJHISHARES TR
4,425$258.2M0.10%
75
VEUVANGUARD INTL EQUITY INDEX F
3,947$239.4M0.09%
76
SGOLETFS GOLD TR
7,856$234.3M0.09%
77
VBRVANGUARD INDEX FDS
1,255$233.9M0.09%
78
GLDMWORLD GOLD TR
3,738$231.3M0.09%
79
HDHOME DEPOT INC
618$226.4M0.09%
80
SCHGSCHWAB STRATEGIC TR
8,755$219.2M0.08%
81
VUGVANGUARD INDEX FDS
580$215.1M0.08%
82
RSPINVESCO EXCHANGE TRADED FD T
1,236$214.1M0.08%
83
VWOVANGUARD INTL EQUITY INDEX F
4,433$200.6M0.08%
84
WESTWESTROCK COFFEE CO
13,761$99.4M0.04%
85
REAXTHE REAL BROKERAGE INC
13,903$56.4M0.02%