Paragon Wealth Strategies, LLC Purchases and Sells in Q4 2023

Paragon Wealth Strategies, LLC

$346 Million
Q4 2023

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	105K + 5408.73%	$377.32 - $438.19 $39.5M - $45.9M	107K $46.6M
TLT	2.14K + 1.82%	$82.77 - $100.51 $177K - $215K	120K $11.8M
IGEB	1.42K + 0.54%	$41.19 - $45.42 $58.4K - $64.4K	263K $11.9M
COST	1 + 0.15%	$543.03 - $681.24 $543 - $681	680 $448K
NVDA	10 + 1.33%	$403.26 - $504.09 $4.03K - $5.04K	763 $377K
SCHA	384 + 7.57%	$38.13 - $48.02 $14.6K - $18.4K	5.46K $257K

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIV	1.25M New	$30.86 - $34.46 $38.7M - $43.2M	1.25M $43M
DFAC	1.45M New	$24.91 - $29.38 $36.1M - $42.5M	1.45M $42.3M
DUHP	1.07M New	$24.79 - $28.64 $26.6M - $30.7M	1.07M $30.7M
DFUV	774K New	$31.85 - $37.39 $24.6M - $28.9M	774K $28.8M
NFLX	525 New	$346.19 - $495.02 $182K - $260K	525 $255K
SCHG	2.67K New	$70.08 - $83.37 $187K - $223K	2.67K $221K

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PAVE	-432K - 97.17%	$28.26 - $34.82 $12.2M - $15.1M	12.6K $433K
SOXX	-26.1K - 98.68%	$438.38 - $581.45 $11.4M - $15.2M	349 $201K
QQQ	-21.3K - 19.02%	$343.66 - $411.5 $7.33M - $8.77M	90.8K $37.2M
IWF	-28.5K - 18.64%	$256.94 - $304.21 $7.31M - $8.66M	124K $37.6M
JNJ	-307 - 5.89%	$145.6 - $158.88 $44.7K - $48.8K	4.91K $769K
HD	-9 - 0.5%	$276.46 - $354.0 $2.49K - $3.19K	1.79K $619K

Activity Summary All Purchases 21 New Holdings 8 Increased Positions 13 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Paragon Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paragon Wealth Strategies, LLC with notifications on news.