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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 $146,402,382
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 32,234 $19,915,519 13.6%
2.
Nvidia Corp
 NVDA 101,304 $16,005,069 10.93%
3.
Vanguard Whitehall Funds
 105,707 $14,091,852 9.63%
4.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
 ETV 923,778 $12,812,795 8.75%
5.
Ishares Trust
 IEF 23,182 $9,842,814 6.72%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)