PARAGON FINANCIAL PARTNERS, INC.
Q4 2024 13F Holdings
- Locationwoodland hills, CA
- Num holdings
71
- Value ($000)
$132,808
- Date Filed01/17/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $17.77M | 13 % | 30,323 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $13.62M | 10 % | 106,760 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $13.57M | 10 % | 101,063 | ||
ETV EATON VANCE TAX-MANAGED BUY- | COM | 27828Y108 | $11.13M | 8 % | 772,288 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $9.46M | 7 % | 23,561 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $7.30M | 6 % | 28,760 | ||
AAPL APPLE INC | COM | 037833100 | $6.32M | 5 % | 25,248 | ||
ITA ISHARES TR | US AER DEF ETF | 464288760 | $4.10M | 3 % | 28,180 | ||
XLU SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | $3.42M | 3 % | 45,210 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.28M | 3 % | 7,786 |
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