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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
AMZNAmazon Com Inc
Recent Activity
Decreased -37.5%
0.85%
$1.123M
5,118 shares@ $219.39 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -47.34%
0.84%
$1.115M
9,268 shares@ $120.36 avg price
IHIIshares Tr
Recent Activity
Increased 9.76%
0.82%
$1.088M
18,641 shares@ $58.36 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -3.98%
0.8%
$1.062M
3,665 shares@ $289.87 avg price
TXRHTexas Roadhouse Inc
Recent Activity
0.8%
$1.05M
5,818 shares@ $180.44 avg price
TSLATesla Inc
Recent Activity
Increased 71.34%
0.71%
$934,082
2,313 shares@ $403.85 avg price
IWNIshares Tr
Recent Activity
Decreased -7.73%
0.66%
$871,915
5,311 shares@ $164.18 avg price
CEGConstellation Energy Corp
Recent Activity
0.52%
$686,119
3,067 shares@ $223.72 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -14.2%
0.49%
$643,563
10,871 shares@ $59.2 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -26.89%
0.47%
$619,634
1,367 shares@ $453.29 avg price