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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
IGMIshares Tr
Recent Activity
Decreased -1.16%
0.29%
$372,770
3,651 shares@ $102.11 avg price
EXCExelon Corp
Recent Activity
Decreased -0.17%
0.28%
$367,216
9,756 shares@ $37.65 avg price
MDLZMondelez Intl Inc
Recent Activity
Decreased -48.42%
0.27%
$356,302
5,965 shares@ $59.74 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.26%
0.27%
$354,909
1,481 shares@ $239.65 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -9.22%
0.27%
$346,519
3,483 shares@ $99.49 avg price
IBMInternational Business Machs
Recent Activity
Decreased -6.07%
0.26%
$339,637
1,545 shares@ $219.83 avg price
BABoeing Co
Recent Activity
Decreased -0.16%
0.25%
$327,450
1,850 shares@ $177.0 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -63.03%
0.25%
$318,768
1,794 shares@ $177.69 avg price
MCKMckesson Corp
Recent Activity
Decreased -0.37%
0.24%
$306,042
537 shares@ $569.92 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -53.07%
0.22%
$285,914
1,977 shares@ $144.63 avg price