Paragon Financial Partners, Inc. Purchases in Q1 2025

Paragon Financial Partners, Inc.

  • $127 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGV
Ishares Expanded Tech Software

ETFs
8.1K
+ 162.0%
$88.3 - $107.83 $715K - $873K
13.1K $1.18M
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.02%
$117.15 - $158.79 $234 - $318
9.27K $1.47M
GOOGL
Alphabet Inc.

Communication Services
2.45K
+ 185.09%
$154.33 - $206.19 $377K - $504K
3.77K $581K
IWP
Ishares Russell Mid Cap Growth

ETFs
3.85K
+ 27.43%
$114.9 - $139.6 $442K - $537K
17.9K $2.1M
ITA
Ishares Tr

ETFs
43
+ 0.15%
$144.84 - $159.5 $6.23K - $6.86K
28.2K $4.32M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
137
+ 10.02%
$442.66 - $534.52 $60.6K - $73.2K
1.5K $789K
XLU
Utilities Sector Spdr

ETFs
118
+ 0.26%
$74.7 - $80.27 $8.81K - $9.47K
45.3K $3.53M
XLF
Financial Sector Spdr

ETFs
888
+ 1.39%
$47.32 - $52.19 $42K - $46.3K
64.7K $3.18M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.03%
$279.74 - $321.29 $280 - $321
3.67K $1.15M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.06%
$169.2 - $216.66 $169 - $217
1.8K $376K
KO
Coca Cola CO

Consumer Defensive
10
+ 0.25%
$60.81 - $72.32 $608 - $723
4K $286K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
12
+ 0.19%
$67.08 - $76.14 $805 - $914
6.17K $456K
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 0.07%
$91.75 - $115.81 $275 - $347
4.35K $425K
XOM
Exxon Mobil Corp

Energy
3
+ 0.14%
$105.44 - $118.93 $316 - $357
2.2K $262K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3
+ 0.02%
$58.32 - $65.09 $175 - $195
18.6K $1.11M
VBR
Vanguard Small Cap Value ETF

ETFs
156
+ 14.12%
$183.02 - $207.75 $28.6K - $32.4K
1.26K $234K
SCCO
Southern Copper Corp

Basic Materials
34
+ 0.73%
$85.92 - $101.48 $2.92K - $3.45K
4.71K $440K
IWD
Ishares Russell 1000 Val ETF

ETFs
10
+ 0.13%
$182.82 - $196.21 $1.83K - $1.96K
7.72K $1.44M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
10
+ 0.26%
$128.74 - $138.67 $1.29K - $1.39K
3.82K $512K
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.23%
N/A
2.17K $395K
IYJ
Ishares Tr

ETFs
1
+ 0.04%
$127.48 - $142.0 $127 - $142
2.66K $343K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
10
+ 0.25%
$67.03 - $74.61 $670 - $746
4.09K $276K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.23%
$468.34 - $539.52 $468 - $540
440 $206K
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.28%
$271.18 - $303.12 $1.08K - $1.21K
1.44K $394K
IWB
Ishares Tr Russell 1000 ETF

ETFs
4
+ 0.22%
$302.31 - $337.54 $1.21K - $1.35K
1.82K $555K
IGM
Ishares Expanded Tech Sector E

ETFs
1
+ 0.03%
$90.81 - $108.46 $90.8 - $108
3.65K $331K
GOOG
Alphabet Inc.

Communication Services
38
+ 2.71%
$156.06 - $207.71 $5.93K - $7.89K
1.44K $224K
META
Meta Platforms, Inc.

Communication Services
3
+ 0.08%
$576.74 - $736.67 $1.73K - $2.21K
3.59K $2.07M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.14%
$543.24 - $646.34 $543 - $646
696 $378K
BAC
Bank Of America Corp

Financial Services
48
+ 0.16%
$39.61 - $47.74 $1.9K - $2.29K
30.3K $1.26M
IWN
Ishares Russell2000 Val ETF

ETFs
5
+ 0.09%
$149.27 - $169.4 $746 - $847
5.32K $803K
AMZN
Amazon Com Inc

Consumer Cyclical
142
+ 2.77%
$190.26 - $242.06 $27K - $34.4K
5.26K $1M
TSLA
Tesla, Inc.

Consumer Cyclical
597
+ 25.81%
$222.15 - $428.22 $133K - $256K
2.91K $754K
XLK
Technology Sector Spdr

ETFs
76
+ 1.0%
$206.38 - $242.18 $15.7K - $18.4K
7.7K $1.59M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
44.9K
+ 5.82%
$13.24 - $14.63 $595K - $657K
817K $10.9M
AAPL
Apple Inc.

Technology
171
+ 0.68%
$209.68 - $247.1 $35.9K - $42.3K
25.4K $5.65M
NVDA
Nvidia Corp

Technology
41
+ 0.04%
$106.98 - $149.43 $4.39K - $6.13K
101K $11M
Activity Summary
Buys All Purchases 38 New Holdings 0 Increased Positions 38 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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