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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 $127,664,647
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 30,199 $16,893,010 13.23%
2.
Vanguard Whitehall Funds
 105,456 $13,599,615 10.65%
3.
Nvidia Corp
 NVDA 101,104 $10,957,678 8.58%
4.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
 ETV 817,222 $10,795,509 8.46%
5.
Ishares Trust
 IEF 23,170 $8,366,493 6.55%
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)