Evan Shorten

@Paragon Financial Partners, Inc.

Latest period2024 - Q4

Reported1d ago

Managed Assets$132.808M

Total holdings71

Assets growth rate-2.73%

Assets growth rate (2-Q avg)1.83%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Paragon Financial Partners, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 71 positions.

Assets under management

The assets under management (AUM) of Paragon Financial Partners, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 132.808M in assets, with a quarterly growth rate of -2.73% and a 2-quarter average growth rate of 1.83%. The portfolio is managed by Evan Shorten, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ETVEaton Vance Tax-managed Buy- Recent Activity New Position	8.38%	$11.129M 772,288 shares@ $14.42 avg price	New Position
IGVIshares Tr Recent Activity New Position	0.38%	$500,600 5,000 shares@ $100.12 avg price	New Position
VBRVanguard Index Fds Recent Activity New Position	0.17%	$219,085 1,105 shares@ $198.27 avg price	New Position