Paragon Wealth Strategies, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2023
  • Location
    jacksonville, FL
  • CIK
    0001680638
  • All SEC filings
Q4 2023
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

40

$363.25M
VOO, DFIV, DFAC, IWF
13F-HR
Jan 3, 2024
000168063824000001

38

$335.24M
SPY, IWF, FNDF, NDQ
13F-HR
Oct 16, 2023
000168063823000005

38

$316.69M
IWF, SPY, FNDF, NDQ
13F-HR
Jul 27, 2023
000168063823000004

36

$164.30M
IGEB, CALF, TLT, TAN
13F-HR
Apr 26, 2023
000168063823000003

255

$83.45M
IGEB, TLT, SRLN, TAN
13F-HR
Jan 30, 2023
000168063823000001

194

$101.72M
SH, PSQ, TAN, AAPL
13F-HR
Nov 3, 2022
000168063822000006

25

$89.09M
PSQ, SH, DOG, RWM
13F-HR
Jul 11, 2022
000168063822000005

50

$381.93M
NDQ, VOO, PALC, VFVA
13F-HR
Apr 22, 2022
000168063822000003

49

$413.71M
VOO, NDQ, VTV, IWF
13F-HR
Jan 20, 2022
000168063822000001

42

$375.27M
NDQ, VOO, IWF, VTV
13F-HR
Oct 29, 2021
000168063821000006

304

$365.17M
VOO, NDQ, IWF, VTV
13F-HR
Jul 12, 2021
000168063821000003

39

$328.85M
VOO, NDQ, IWF, PAVE
13F-HR
Apr 8, 2021
000168063821000002

35

$290.44M
NDQ, VOO, IWF, IWP
13F-HR
Jan 26, 2021
000168063821000001

26

$225.03M
VOO, NDQ, IWF, SWAN
13F-HR
Oct 26, 2020
000168063820000005

27

$176.37M
LQD, BIV, AGG, MBB
13F-HR
Jul 24, 2020
000168063820000004

13

$17.50M
SHY, JNJ, BND, GSY
13F-HR
Apr 24, 2020
000168063820000003

46

$200.91M
USMV, FDLO, XMLV, QUAL
13F-HR
Jan 27, 2020
000168063820000001

43

$186.64M
USMV, FDLO, XMLV, MTUM
13F-HR
Oct 30, 2019
000168063819000004

46

$184.10M
IVV, USMV, XMLV, NDQ
13F-HR
Jul 17, 2019
000168063819000003

47

$172.26M
USMV, NDQ, XMLV, IVV
13F-HR
Apr 17, 2019
000168063819000002

42

$141.16M
IVV, NDQ, IJR, IVW
13F-HR
Jan 15, 2019
000168063819000001

33

$161.31M
IVV, IJR, NDQ, SPDR SER TR
13F-HR
Oct 16, 2018
000168063818000004

38

$140.93M
IJR, IVV, NDQ, IVW
13F-HR
Jul 24, 2018
000168063818000003

35

$116.77M
IVV, QQQ, IVW, POWERSHARES
13F-HR
Apr 24, 2018
000168063818000002

29

$121.33M
ITB, IVV, IVW, QQQ
13F-HR
Jan 29, 2018
000168063818000001

29

$110.74M
ITB, IVW, IVV, QQQ
13F-HR
Oct 11, 2017
000168063817000004

28

$111.55M
ITB, IVW, IVV, QQQ
13F-HR
Aug 1, 2017
000168063817000003

26

$121.76M
IVV, QQQ, IVW, NOBL
13F-HR
Apr 28, 2017
000168063817000002

28

$125.03M
IVV, NOBL, IVW, QQQ
13F-HR
Jan 30, 2017
000168063817000001
Paragon Wealth Strategies, Llc 13F Filings