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 #1680638
AUM $293.9 MM (96% Disc, 98% US)
Employees7 (71% Investors, 0% Brokers)
Phone904-861-0093
Address10245 Centurion Pkwy N
Jacksonville, FL 32256
Source IAPDexternal EDGARexternal Websiteexternal Twitterexternal LinkedInexternal Facebookexternal
Total AUM ($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
View All
Holdings by Sector ($BB)
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