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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
NVDANvidia Corporation
Recent Activity
Increased 0.02%
10.22%
$13.572M
101,063 shares@ $134.3 avg price
ITAIshares Tr
Recent Activity
Increased 0.75%
3.09%
$4.096M
28,180 shares@ $145.36 avg price
IWPIshares Tr
Recent Activity
Increased 14.65%
1.34%
$1.779M
14,032 shares@ $126.75 avg price
IHIIshares Tr
Recent Activity
Increased 9.76%
0.82%
$1.088M
18,641 shares@ $58.36 avg price
TSLATesla Inc
Recent Activity
Increased 71.34%
0.71%
$934,082
2,313 shares@ $403.85 avg price
VOOVanguard Index Fds
Recent Activity
Increased 2.78%
0.44%
$578,391
1,073 shares@ $539.05 avg price
VGTVanguard World Fd
Recent Activity
Increased 0.29%
0.33%
$432,115
695 shares@ $621.75 avg price
SCCOSouthern Copper Corp
Recent Activity
Increased 0.61%
0.33%
$426,397
4,679 shares@ $91.13 avg price
VYMIVanguard Whitehall Fds
Recent Activity
Increased 2.69%
0.32%
$418,151
6,160 shares@ $67.89 avg price
IYJIshares Tr
Recent Activity
Increased 0.12%
0.27%
$354,729
2,657 shares@ $133.51 avg price