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Paragon Wealth Strategies, LLC Buys iShares U.S. ...

Paragon Wealth Strategies, LLC

  • New Purchases: ITB , T , LOW ,
  • Added Positions:IJR, XOM, IVV, IJH, IVW, QQQ, RSP, NOBL, HD, JNJ,
  • Reduced Positions:IJT, IJK, IVE,
  • Sold Out:XLE, AGG, IEI, VCSH,

For the details of Paragon Wealth Strategies, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Paragon+Wealth+Strategies%2C+LLC

These are the top 5 holdings of Paragon Wealth Strategies, LLC

  1. iShares Core S&P 500 ( IVV ) - 74,402 shares, 17.69% of the total portfolio. Shares added by 1.92%
  2. PowerShares QQQ Trust Series 1 ( QQQ ) - 96,416 shares, 12.79% of the total portfolio. Shares added by 1.83%
  3. iShares S&P 500 Growth ( IVW ) - 94,908 shares, 12.51% of the total portfolio. Shares added by 2.06%
  4. ProShares S&P 500 Dividend Aristocrats ( NOBL ) - 214,317 shares, 12.08% of the total portfolio. Shares added by 1.57%
  5. Guggenheim S&P 500 Equal Weight ( RSP ) - 122,887 shares, 11.19% of the total portfolio. Shares added by 1.98%

New Purchase: iShares U.S. Home Construction (ITB)

Paragon Wealth Strategies, LLC initiated holdings in iShares U.S. Home Construction. The purchase prices were between $27.48 and $32.52, with an estimated average price of $29.91. The stock is now traded at around $32.33. The impact to the portfolio due to this purchase was 6.02%. The holdings were 187,934 shares as of 2017-03-31.

New Purchase: AT&T Inc (T)

Paragon Wealth Strategies, LLC initiated holdings in AT&T Inc. The purchase prices were between $40.61 and $43.02, with an estimated average price of $41.67. The stock is now traded at around $39.63. The impact to the portfolio due to this purchase was 0.28%. The holdings were 6,810 shares as of 2017-03-31.

New Purchase: Lowe's Companies Inc (LOW)

Paragon Wealth Strategies, LLC initiated holdings in Lowe's Companies Inc. The purchase prices were between $70.95 and $83.53, with an estimated average price of $76.54. The stock is now traded at around $84.88. The impact to the portfolio due to this purchase was 0.23%. The holdings were 2,775 shares as of 2017-03-31.

Added: iShares Core S&P Small-Cap (IJR)

Paragon Wealth Strategies, LLC added to the holdings in iShares Core S&P Small-Cap by 108.30%. The purchase prices were between $67.46 and $140.6, with an estimated average price of $82.1. The stock is now traded at around $69.79. The impact to the portfolio due to this purchase was 4.55%. The holdings were 126,371 shares as of 2017-03-31.

Added: Exxon Mobil Corp (XOM)

Paragon Wealth Strategies, LLC added to the holdings in Exxon Mobil Corp by 164.41%. The purchase prices were between $80.93 and $90.89, with an estimated average price of $83.54. The stock is now traded at around $81.65. The impact to the portfolio due to this purchase was 0.35%. The holdings were 6,880 shares as of 2017-03-31.

Sold Out: SPDR Select Sector Fund - Energy Select Sector (XLE)

Paragon Wealth Strategies, LLC sold out the holdings in SPDR Select Sector Fund - Energy Select Sector. The sale prices were between $68.24 and $76.17, with an estimated average price of $72.31.

Sold Out: iShares Core U.S. Aggregate Bond (AGG)

Paragon Wealth Strategies, LLC sold out the holdings in iShares Core U.S. Aggregate Bond. The sale prices were between $107.12 and $109, with an estimated average price of $108.19.

Sold Out: iShares 3-7 Year Treasury Bond (IEI)

Paragon Wealth Strategies, LLC sold out the holdings in iShares 3-7 Year Treasury Bond. The sale prices were between $121.7 and $123.46, with an estimated average price of $122.68.

Sold Out: Vanguard Short-Term Corporate Bond ETF (VCSH)

Paragon Wealth Strategies, LLC sold out the holdings in Vanguard Short-Term Corporate Bond ETF. The sale prices were between $79.23 and $79.93, with an estimated average price of $79.54.

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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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