Paragon Wealth Strategies LLC

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Assets, Funds, Holdings

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Paragon Wealth Strategies LLC
CRD #146543
SEC #801-79640
CIK #0001680638
AUM$241.5 MM
Employees6
Phone904-861-0093
Address10245 Centurion Pkwy N Ste 106
Jacksonville, FL 32256
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
ITB 15.7
IVV 13.2
IVW 12.9
IJH 11.2
IJR 10.5
FNDX 9.3
TOTL 8.0
EFAV 2.7
IVE 2.7
IJT 1.6
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Holdings by Sector ($BB)