investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

Reported Holdings Of The
Paragon Wealth Strategies LLC

Legal Name: PARAGON WEALTH STRATEGIES, LLC.

Period of report: Jun 30, 2019
Effectiveness Date: Jul 17, 2019

Security Shares Held / Principal Amount Market Value Option
ISHARES TR CORE S&P500 ETF (464287200) 82,238 $24,240k
ISHARES TR (46429B697) 381,641 $23,559k
INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW (46138E198) 307,161 $15,748k
INVESCO QQQ TR UNIT SER 1 (46090E103) 79,669 $14,877k
ISHARES TR (46432F339) 162,636 $14,876k
INVESCO EXCHNG TRADED FD TR (46138G102) 286,213 $13,732k
SCHWAB STRATEGIC TR SCHWAB (808524771) 292,017 $11,421k
INVESCO EXCHANGETRAD (46137V357) 89,827 $9,683k
ISHARES TR S&P 500 GRWT ETF (464287309) 42,289 $7,580k
JP MORGAN EXCHANGE TRADED FD (46641Q837) 145,649 $7,339k
INVESCO ACTIVELY MANAGD ETF (46090A887) 145,488 $7,328k
JOHNSON & JOHNSON (478160104) 40,702 $5,669k
ISHARES TR (46432F396) 39,675 $4,705k
ISHARES TR CORE S&P TTL STK (464287150) 52,490 $3,497k
SPDR SERIES TRUST (78464A854) 56,813 $1,962k
ISHARES TR S&P 500 VAL ETF (464287408) 13,784 $1,607k
INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL (46138E362) 35,566 $1,498k
Invesco FTSE RAFI US 1000 Port (46137V613) 10,705 $1,249k
Apple Inc (037833100) 5,462 $1,081k
ISHARES TR RUS 1000 GRW ETF (464287614) 6,438 $1,013k
FIDELITY (316092808) 14,583 $908k
SPDR SERIES TRUST (78464A409) 23,238 $900k
VANGUARD INDEX FDS SMALL CP ET (922908751) 4,705 $737k
INVESCO EXCHNG TRADED FD TR (46138E354) 12,505 $688k
HOME DEPOT INC (437076102) 2,876 $598k
Exxon Mobil Corp (30231G102) 7,277 $558k
DISNEY WALT CO (254687106) 3,161 $441k
VERIZON COMMUNICATIONS (92343V104) 7,538 $431k
JPMORGAN CHASE & CO (46625H100) 3,816 $427k
INTEL CORP (458140100) 8,644 $414k
PFIZER INC (717081103) 9,112 $395k
ELEVATE CREDIT INC (28621V101) 92,736 $382k
American Express Co. (025816109) 3,057 $377k
UNITED TECHNOLOGIES (913017109) 2,881 $375k
LOWES CO (548661107) 3,664 $370k
MICROSOFT CORP (594918104) 2,699 $362k
STRYKER CORP (863667101) 1,676 $345k
INTL BUSINESS MCHN (459200101) 2,427 $335k
VANGUARD CHARLOTTE FDS (92203J407) 5,736 $329k
Berkshire Hathaway, Inc. (084670702) 1,488 $317k
VANGUARD INDEX FDS VALUE ETF (922908744) 2,853 $316k
WALGREENS BOOTS ALLI (931427108) 5,521 $302k
SSGA ACTIVE ETF TR (78467V848) 6,155 $302k
Amazon.com Inc (023135106) 156 $295k
ISHARES TR RUS MID CAP ETF (464287499) 4,866 $272k
HORMEL FOODS CORP (440452100) 6,336 $257k

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.


Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.