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Home > Institutional Investor > Paragon Financial Partners, Inc. > Profile

Instuitional Investor - Paragon Financial Partners, Inc.

Fund Profile
Filing Period:
Fund Name: Paragon Financial Partners, Inc.
Portfolio Value $132,808,462
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 30,323 $17,771,874 13.38%
2.
Vanguard Whitehall Funds
 106,760 $13,621,496 10.25%
3.
Nvidia Corp
 NVDA 101,063 $13,571,783 10.21%
4.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
 ETV 772,288 $11,128,675 8.37%
5.
Ishares Trust
 IEF 23,561 $9,461,669 7.12%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)