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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -26.89%
0.47%
$619,634
1,367 shares@ $453.29 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -10.29%
0.47%
$616,221
2,545 shares@ $242.14 avg price
MOAltria Group Inc
Recent Activity
Decreased -47.15%
0.46%
$607,313
11,614 shares@ $52.3 avg price
IWBIshares Tr
Recent Activity
Decreased -4.96%
0.45%
$585,495
1,817 shares@ $322.24 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -23.12%
0.38%
$502,844
3,807 shares@ $132.09 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Decreased -21.31%
0.36%
$470,716
5,988 shares@ $78.61 avg price
YUMYum Brands Inc
Recent Activity
Decreased -10.53%
0.36%
$464,999
3,466 shares@ $134.17 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -72.37%
0.32%
$424,410
2,167 shares@ $195.86 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -49.73%
0.32%
$416,537
1,437 shares@ $289.87 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -1.58%
0.3%
$396,716
4,348 shares@ $91.25 avg price