Paragon Wealth Strategies, LLC New Holdings in Q4 2023

Paragon Wealth Strategies, LLC

  • $346 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
1.25M
New
$30.86 - $34.46 $38.7M - $43.2M
1.25M $43M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.45M
New
$24.91 - $29.38 $36.1M - $42.5M
1.45M $42.3M
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.07M
New
$24.79 - $28.64 $26.6M - $30.7M
1.07M $30.7M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
774K
New
$31.85 - $37.39 $24.6M - $28.9M
774K $28.8M
NFLX
Netflix Inc

Communication Services
525
New
$346.19 - $495.02 $182K - $260K
525 $255K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.67K
New
$70.08 - $83.37 $187K - $223K
2.67K $221K
VTV
Vanguard Value ETF

ETFs
1.48K
New
$131.82 - $149.95 $195K - $222K
1.48K $221K
LLY
Eli Lilly & CO

Healthcare
378
New
$525.19 - $619.13 $199K - $234K
378 $220K
Activity Summary
Buys All Purchases 21 New Holdings 8 Increased Positions 13 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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