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Evan Shorten

@Paragon Financial Partners, Inc.

Latest period2024 - Q4ReportedManaged Assets$132.808MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ABTAbbott Labs
Recent Activity
Exited
0%
$461,398
4,047 shares@ $114.01 avg price
ETNEaton Corp Plc
Recent Activity
Exited
0%
$432,156
1,304 shares@ $331.41 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Exited
0%
$420,483
2,730 shares@ $154.03 avg price
XARSpdr Ser Tr
Recent Activity
Exited
0%
$375,708
2,388 shares@ $157.34 avg price
NKENike Inc
Recent Activity
Exited
0%
$359,699
4,069 shares@ $88.4 avg price
IWMIshares Tr
Recent Activity
Exited
0%
$347,244
1,572 shares@ $220.9 avg price
GEGe Aerospace
Recent Activity
Exited
0%
$322,565
1,710 shares@ $188.64 avg price
GISGeneral Mls Inc
Recent Activity
Exited
0%
$303,376
4,108 shares@ $73.86 avg price
STRLSterling Infrastructure Inc
Recent Activity
Exited
0%
$253,785
1,750 shares@ $145.02 avg price
XLISelect Sector Spdr Tr
Recent Activity
Exited
0%
$242,031
1,787 shares@ $135.44 avg price