PARAGON FINANCIAL PARTNERS, INC.
Q2 2025 13F Holdings
- Locationwoodland hills, CA
- Num holdings
70
- Value ($000)
$146,402
- Date Filed07/30/2025
- Form type13F-HR
- CIK0001910845
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $19.92 M | 14 % | 32,234 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $16.01 M | 11 % | 101,304 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $14.09 M | 10 % | 105,707 | ||
ETV EATON VANCE TAX-MANAGED BUY- | COM | 27828Y108 | $12.81 M | 9 % | 923,778 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $9.84 M | 7 % | 23,182 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $7.32 M | 5 % | 29,477 | ||
ITA ISHARES TR | US AER DEF ETF | 464288760 | $5.33 M | 4 % | 28,239 | ||
AAPL APPLE INC | COM | 037833100 | $5.22 M | 4 % | 25,430 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.86 M | 3 % | 7,770 | ||
XLU SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | $3.67 M | 3 % | 44,915 |
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