Paragon Wealth Strategies

Latest statistics and disclosures from Paragon Wealth Strategies's latest quarterly 13F-HR filing:

Companies in the Paragon Wealth Strategies portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P; 500 Index (IVV) 13.17 82238 +79% 294.75
Ishares Tr usa min vo 12.80 381641 +9% 61.73
Invesco Exchng Traded Fd Tr s&p midcp low 8.55 307161 +10% 51.27
Ishares Msci Usa Quality Facto invalid 8.08 162636 +102% 91.47
Invesco Qqq Trust Series 1 8.08 79669 -2% 186.74
Invesco S&p Smallcap Low Volatility Etf 7.46 286213 +16% 47.98
Sch Fnd Us Lg Etf schwb fdt us lg 6.20 292017 39.11
Invesco S&p 500 Equal Weight Etf 5.26 89827 -7% 107.80
iShares S&P; 500 Growth Index (IVW) 4.12 42289 -9% 179.24
J P Morgan Exchange Traded F ultra shrt 3.99 145649 +11% 50.39
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income 3.98 145488 +12% 50.37
Johnson & Johnson (JNJ) 3.08 40702 +21% 139.28
Ishares Tr Msci Usa Momentum Factor 2.56 39675 +10% 118.59
iShares S&P; 1500 Index Fund (ISI) 1.90 52490 66.62
SPDR DJ Wilshire Large Cap (ELR) 1.07 56813 +104% 34.53
iShares S&P; 500 Value Index (IVE) 0.87 13784 -16% 116.58
Invesco S&p 500 High Div, Low V equities 0.81 35566 +89% 42.12
Invesco Exchange Traded Fd T ftse rafi 1000 0.68 10705 -5% 116.67
Apple (AAPL) 0.59 5462 +44% 197.91
iShares Russell 1000 Growth Index (IWF) 0.55 6438 -9% 157.35
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.49 23238 38.73
Fidelity msci info tech i 0.49 14583 62.26
Vanguard Small-Cap ETF (VB) 0.40 4705 -5% 156.64
Invesco S&p 500 Low Volatility Etf 0.37 12505 55.02
Home Depot (HD) 0.32 2876 +59% 207.93
Exxon Mobil Corporation (XOM) 0.30 7277 -13% 76.68
Walt Disney Company (DIS) 0.24 3161 NEW 139.51
JPMorgan Chase & Co. (JPM) 0.23 3816 NEW 111.90
Verizon Communications (VZ) 0.23 7538 +82% 57.18
Intel Corporation (INTC) 0.22 8644 +59% 47.89
Pfizer (PFE) 0.21 9112 +89% 43.35
Elevate Credit 0.21 92736 4.12
Microsoft Corporation (MSFT) 0.20 2699 +37% 134.12
American Express Company (AXP) 0.20 3057 NEW 123.32
United Technologies Corporation (UTX) 0.20 2881 NEW 130.16
Lowe's Companies (LOW) 0.20 3664 +33% 100.98
Stryker Corporation (SYK) 0.19 1676 205.85
International Business Machines (IBM) 0.18 2427 NEW 138.03
Vanguard Charlotte Fds intl bd idx etf 0.18 5736 NEW 57.36
Berkshire Hathaway (BRK.B) 0.17 1488 +20% 213.04
Vanguard Value ETF (VTV) 0.17 2853 +10% 110.76
Amazon (AMZN) 0.16 156 +9% 1891.03
Walgreen Boots Alliance 0.16 5521 NEW 54.70
Doubleline Total Etf etf 0.16 6155 -36% 49.07
iShares Russell Midcap Index Fund (IWR) 0.15 4866 55.90
Hormel Foods Corporation (HRL) 0.14 6336 -12% 40.56

Past 13F-HR SEC Filings by Paragon Wealth Strategies

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