Paragon Financial Partners, Inc. Incresed Positions in Q2 2025

Paragon Financial Partners, Inc.

  • $146 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
200
+ 0.2%
$94.31 - $157.99 $18.9K - $31.6K
101K $16M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.04K
+ 6.74%
$496.48 - $617.85 $1.01M - $1.26M
32.2K $19.9M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
107K
+ 13.04%
$11.53 - $13.87 $1.23M - $1.48M
924K $12.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
12
+ 0.05%
$320.42 - $424.58 $3.85K - $5.09K
23.2K $9.84M
ITA
Ishares Tr

ETFs
16
+ 0.06%
$135.31 - $188.64 $2.16K - $3.02K
28.2K $5.33M
MSFT
Microsoft Corp

Technology
3
+ 0.04%
$354.56 - $497.45 $1.06K - $1.49K
7.77K $3.86M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
251
+ 0.24%
$114.78 - $133.31 $28.8K - $33.5K
106K $14.1M
IGV
Ishares Expanded Tech Software

ETFs
3.01K
+ 22.96%
$80.15 - $109.5 $241K - $329K
16.1K $1.76M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.01K
+ 5.64%
$104.34 - $138.68 $105K - $140K
18.9K $2.62M
XLK
Technology Sector Spdr

ETFs
3
+ 0.04%
$179.73 - $253.23 $539 - $760
7.7K $1.95M
TSLA
Tesla, Inc.

Consumer Cyclical
81
+ 2.78%
$221.86 - $362.89 $18K - $29.4K
2.99K $950K
BAC
Bank Of America Corp

Financial Services
13
+ 0.04%
$34.39 - $47.46 $447 - $617
30.3K $1.43M
AMZN
Amazon Com Inc

Consumer Cyclical
30
+ 0.57%
$167.32 - $223.3 $5.02K - $6.7K
5.29K $1.16M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
584
+ 9.46%
$65.84 - $80.81 $38.5K - $47.2K
6.76K $541K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.14%
$470.37 - $663.28 $470 - $663
697 $462K
GOOGL
Alphabet Inc.

Communication Services
3
+ 0.08%
$144.7 - $178.6 $434 - $536
3.77K $664K
IGM
Ishares Expanded Tech Sector E

ETFs
2
+ 0.05%
$79.8 - $112.34 $160 - $225
3.65K $410K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.16%
$272.36 - $339.57 $817 - $1.02K
1.82K $619K
IWD
Ishares Russell 1000 Val ETF

ETFs
4
+ 0.05%
$166.82 - $194.23 $667 - $777
7.72K $1.5M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.07%
$210.28 - $289.91 $210 - $290
1.34K $389K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
7
+ 0.04%
$54.27 - $63.01 $380 - $441
18.7K $1.17M
GLD
Spdr Gold Trust

ETFs
31
+ 1.22%
$273.71 - $316.29 $8.49K - $9.8K
2.58K $785K
SCCO
Southern Copper Corp

Basic Materials
46
+ 0.98%
$75.63 - $104.64 $3.48K - $4.81K
4.76K $481K
IWN
Ishares Russell2000 Val ETF

ETFs
10
+ 0.19%
$131.84 - $157.76 $1.32K - $1.58K
5.33K $840K
IYJ
Ishares Tr

ETFs
2
+ 0.08%
$115.07 - $142.31 $230 - $285
2.66K $378K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.07%
$146.58 - $180.01 $147 - $180
1.44K $255K
PYPL
Pay Pal Holdings, Inc.

Financial Services
8
+ 0.25%
$57.41 - $74.81 $459 - $598
3.27K $242K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
9
+ 0.22%
$60.34 - $74.89 $543 - $674
4.09K $306K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
11
+ 0.29%
$121.58 - $136.74 $1.34K - $1.5K
3.83K $519K
XLP
Consumer Staples Sector Spdr

ETFs
23
+ 0.51%
N/A
4.57K $347K
XOM
Exxon Mobil Corp

Energy
6
+ 0.27%
$99.93 - $119.04 $600 - $714
2.21K $238K
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.02%
$79.69 - $99.41 $79.7 - $99.4
4.35K $398K
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.03%
$73.47 - $87.12 $73.5 - $87.1
3.08K $243K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
53
+ 3.52%
$483.48 - $539.8 $25.6K - $28.6K
1.56K $756K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.03%
$285.55 - $321.23 $286 - $321
3.67K $1.07M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
18.2K
+ 1400.0%
$87.84 - $1441.89 $1.6M - $26.2M
19.5K $1.76M
VHT
Vanguard Health Care ETF

ETFs
759
+ 2.64%
$236.71 - $261.92 $180K - $199K
29.5K $7.32M
AAPL
Apple Inc.

Technology
11
+ 0.04%
$172.42 - $223.89 $1.9K - $2.46K
25.4K $5.22M
Activity Summary
Buys All Purchases 41 New Holdings 2 Increased Positions 39 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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