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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
DFATDimensional Etf Trust
Recent Activity
Decreased -50%
0.22%
$282,864
5,082 shares@ $55.66 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -8.33%
0.22%
$282,509
3,310 shares@ $85.36 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -67.99%
0.21%
$267,072
1,402 shares@ $190.5 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -71.45%
0.19%
$250,134
1,321 shares@ $189.36 avg price
KOCoca Cola Co
Recent Activity
Decreased -5.15%
0.19%
$248,417
3,990 shares@ $62.26 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -9.38%
0.18%
$236,718
2,201 shares@ $107.56 avg price
DISDisney Walt Co
Recent Activity
Decreased -4.21%
0.18%
$235,582
2,116 shares@ $111.34 avg price
ITOTIshares Tr
Recent Activity
0.18%
$229,329
1,783 shares@ $128.62 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -42.98%
0.17%
$224,430
439 shares@ $511.24 avg price
VBRVanguard Index Fds
Recent Activity
New Position
0.17%
$219,085
1,105 shares@ $198.27 avg price