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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
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
VIGVanguard Specialized Funds
Recent Activity
Decreased -72.37%
0.32%
$424,410
2,167 shares@ $195.86 avg price
VYMIVanguard Whitehall Fds
Recent Activity
Increased 2.69%
0.32%
$418,151
6,160 shares@ $67.89 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -49.73%
0.32%
$416,537
1,437 shares@ $289.87 avg price
SHWSherwin Williams Co
Recent Activity
0.31%
$410,975
1,209 shares@ $339.93 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -1.58%
0.3%
$396,716
4,348 shares@ $91.25 avg price
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