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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 $104,190,145
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 30,830 $14,654,029 14.06%
2.
Vanguard Whitehall Funds
 123,281 $13,761,864 13.2%
3.
Ishares Trust
 IEF 27,012 $8,189,168 7.85%
4.
Vanguard World Fund
 27,249 $6,831,402 6.55%
5.
Apple Inc.
 AAPL 28,950 $5,573,667 5.34%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)