Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
JOHNSON & JOHNSON COM | 29 | Q4 2023 | 9.5% |
HOME DEPOT INC COM | 27 | Q4 2023 | 0.7% |
APPLE INC COM | 25 | Q4 2023 | 7.6% |
HORMEL FOODS CORP COM | 25 | Q4 2022 | 1.7% |
MICROSOFT | 24 | Q4 2023 | 1.4% |
LOWES COS INC COM | 24 | Q4 2023 | 0.6% |
POWERSHARES QQQ TR | 21 | Q4 2023 | 12.0% |
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | 20 | Q4 2022 | 13.1% |
AMAZON.COM INC | 18 | Q4 2023 | 1.2% |
ISHARES RUSSELL 1000 GROWTH ETF | 17 | Q4 2023 | 12.1% |
View Paragon Wealth Strategies, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-03 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-27 |
13F-HR | 2023-04-26 |
13F-HR | 2023-01-30 |
13F-HR | 2022-11-03 |
13F-HR | 2022-07-11 |
13F-HR | 2022-04-22 |
13F-HR | 2022-01-20 |
13F-HR | 2021-10-29 |
View Paragon Wealth Strategies, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.