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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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11
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7
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PARAGON WEALTH STRATEGIES LLC

Time Period2019-06-30

Total Holdings46

Total Value ($x1000)184,097
Activities
New7

Increased27

Unchanged1

Decreased11

Sold Out8

Top 10 Stock Holdingstotal 77.71%
IVV13.17

USMV12.8

XMLV8.55

QQQ8.08

QUAL8.08

 
XSLV7.46

FNDX6.2

RSP5.26

IVW4.12

JPST3.99

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IVV
13.17%
CORE S&P500 ETF
USMV
12.8%
USA MIN VOL ETF
XMLV
8.55%
S&P MIDCP LOW
QQQ
8.08%
UNIT SER 1
QUAL
8.08%
MSCI USA QLT FAC
XSLV
7.46%
S&P SMLCP LOW
FNDX
6.2%
SCHWAB FDT US LG
RSP
5.26%
S&P500 EQL WGT
IVW
4.12%
S&P 500 GRWT ETF
JPST
3.99%
ULTRA SHRT INC
GSY
3.98%
ULTRA SHRT DUR
JNJ
3.08%
COM
MTUM
2.56%
MSCI USAMOMFCT
ITOT
1.9%
CORE S&P TTL STK
ONEK
1.07%
RUSSELL 1000 ETF
IVE
0.87%
S&P 500 VAL ETF
SPHD
0.81%
S&P500 HDL VOL
PRF
0.68%
FTSE RAFI 1000
AAPL
0.59%
COM
IWF
0.55%
RUS 1000 GRW ETF
FTEC
0.49%
MSCI INFO TECH I
SPYG
0.49%
S&P 500 GROWTH
VB
0.4%
SMALL CP ETF
SPLV
0.37%
S&P500 LOW VOL
HD
0.32%
COM
XOM
0.3%
COM
DIS
0.24%
COM DISNEY
VZ
0.23%
COM
JPM
0.23%
COM
INTC
0.22%
COM
PFE
0.21%
COM
ELVT
0.21%
COM
AXP
0.2%
COM
UTX
0.2%
COM
LOW
0.2%
COM
MSFT
0.2%
COM
SYK
0.19%
COM
IBM
0.18%
COM
BNDX
0.18%
INTL BD IDX ETF
BRK.B
0.17%
CL B NEW
VTV
0.17%
VALUE ETF
TOTL
0.16%
SPDR TR TACTIC
WBA
0.16%
COM
AMZN
0.16%
COM
IWR
0.15%
RUS MID-CAP ETF
HRL
0.14%
COM
XHE
7.38%
HLTH CR EQUIP
FTVA
4.01%
APTUS FRTIFIE
IJR
0.67%
CORE S&P SCP ETF
SPY
0.32%
TR UNIT
IJT
0.21%
SP SMCP600GR ETF
IJK
0.21%
S&P MC 400GR ETF
BOND
0.2%
TOTL RETN ETF
SLYG
0.16%
S&P 600 SMCP GRW