Paragon Wealth Strategies, LLC Portfolio Holdings
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
Paragon Wealth Strategies, LLC has filed its 13F form on January 03, 2024 for Q4 2023 where it was disclosed a total value porftolio of $346 Million distributed in 40 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $46.6M, Dimensional ETF Tr with a value of $43M, Dimensional ETF Tr U S Core Eq with a value of $42.3M, Ishares Russell 1000 Gr ETF with a value of $37.6M, and Invesco Qqq Trust, Series 1 with a value of $37.2M.
Examining the 13F form we can see an increase of $27.4M in the current position value, from $319M to 346M.
Below you can find more details about Paragon Wealth Strategies, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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