PARAGON FINANCIAL PARTNERS, INC.
Q1 2025 13F Holdings
- Locationwoodland hills, CA
- Num holdings
69
- Value ($000)
$127,665
- Date Filed04/11/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $16.89 M | 13 % | 30,199 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $13.60 M | 11 % | 105,456 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $10.96 M | 9 % | 101,104 | ||
ETV EATON VANCE TAX-MANAGED BUY- | COM | 27828Y108 | $10.80 M | 9 % | 817,222 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $8.37 M | 7 % | 23,170 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $7.60 M | 6 % | 28,718 | ||
AAPL APPLE INC | COM | 037833100 | $5.65 M | 4 % | 25,419 | ||
ITA ISHARES TR | US AER DEF ETF | 464288760 | $4.32 M | 3 % | 28,223 | ||
XLU SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | $3.57 M | 3 % | 45,328 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $3.22 M | 3 % | 64,682 |
Rows Per Page
10
- 10
- 50
- 100