Paragon Wealth Strategies, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
Ava Hoppe | 21 October, 2023
Paragon Wealth Strategies, LLC, a prominent investment firm, has released its Q2 2023 vs. Q3 2023 13F Holdings Comparison report. This report reveals the changes in holdings of various funds during this period. Let's take a closer look at the significant shifts and developments in the market.
SPY - SPDR S&P 500 ETF Trust
One of the most notable changes is in the holdings of the SPDR S&P 500 ETF Trust (SPY). The fund witnessed an increase from 75,730 shares in Q2 2023 to 97,238 shares in Q3 2023. This represents a remarkable 23.8% increase in value, indicating a positive market sentiment towards this ETF.
IWF - iShares Russell 1000 Growth ETF
Similarly, the iShares Russell 1000 Growth ETF (IWF) experienced a significant growth in holdings. The number of shares rose from 122,016 in Q2 2023 to 152,646 in Q3 2023, reflecting a 20.9% increase in value. This ETF has demonstrated its appeal to investors seeking exposure to growth-oriented companies.
FNDF - Schwab Fundamental International Large Co. Index ETF
The Schwab Fundamental International Large Co. Index ETF (FNDF) also saw a notable rise in holdings, from 1,026,418 shares in Q2 2023 to 1,280,283 shares in Q3 2023. This represents a 22.3% increase in value, reaffirming investors' confidence in international large-cap companies.
QQQ - PowerShares QQQ Trust
The PowerShares QQQ Trust (QQQ), a popular ETF tracking the Nasdaq-100 Index, experienced growth as well. The number of shares increased from 89,253 in Q2 2023 to 112,066 in Q3 2023, reflecting a 21.8% increase in value. The strong performance of technology and growth stocks likely contributed to this upward trend.
COWZ - Pacer US Cash Cows 100 ETF
The Pacer US Cash Cows 100 ETF (COWZ) witnessed substantial growth in holdings, signaling investor interest in quality dividend-paying stocks. The number of shares rose from 459,435 in Q2 2023 to 575,018 in Q3 2023, reflecting a 29.2% increase in value.
CALF - Pacer US Small Cap Cash Cows 100 ETF
Another Pacer ETF, the Pacer US Small Cap Cash Cows 100 ETF (CALF), experienced a modest increase in holdings. The number of shares rose from 657,004 in Q2 2023 to 668,834 in Q3 2023, representing a 4.3% increase in value. This ETF focuses on small-cap stocks with strong cash flow potential.
RPV - Invesco S&P 500 Pure Value ETF
The Invesco S&P 500 Pure Value ETF (RPV) witnessed a significant rise in holdings, indicating investor interest in value stocks. The number of shares increased from 280,904 in Q2 2023 to 358,011 in Q3 2023, reflecting a 20.9% increase in value.
These are just a few highlights from the Paragon Wealth Strategies, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison. The full report provides detailed information on the changes in holdings across various funds, giving investors valuable insights into the market trends and investor sentiment during this period.
Disclaimer: The information provided in this article is for informational purposes only and should not be construed as investment advice. Investing in financial markets involves risk, and individuals should consult with a financial advisor or conduct thorough research before making any investment decisions.
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