Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $346 Million
  • Prior Value $319 Million
  • Filing
  • Period Q4 2023
  • Filing Date January 03, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 8 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track Paragon Wealth Strategies, LLC Portfolio

Follow Paragon Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

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.