Paragon Financial Partners, Inc. Sells in Q4 2024

Paragon Financial Partners, Inc.

  • $133 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-16.6K
- 13.44%
$126.68 - $134.74 $2.1M - $2.23M
107K $13.6M
VIG
Vanguard Dividend Appreciation

ETFs
-5.68K
- 72.37%
N/A
2.17K $394K
PM
Philip Morris International Inc.

Consumer Defensive
-8.33K
- 47.35%
$118.38 - $133.06 $987K - $1.11M
9.27K $1.12M
VHT
Vanguard Health Care ETF

ETFs
-658
- 2.24%
$250.81 - $283.3 $165K - $186K
28.8K $7.3M
XLU
Utilities Sector Spdr

ETFs
-5.48K
- 10.8%
$74.89 - $82.93 $410K - $454K
45.2K $3.42M
MSFT
Microsoft Corp

Technology
-1.34K
- 14.71%
$406.35 - $454.46 $546K - $610K
7.79K $3.28M
ABBV
Abb Vie Inc.

Healthcare
-3.06K
- 63.03%
$164.99 - $203.87 $505K - $624K
1.79K $318K
GOOGL
Alphabet Inc.

Communication Services
-3.31K
- 71.45%
$161.86 - $196.66 $535K - $650K
1.32K $250K
MO
Altria Group, Inc.

Consumer Defensive
-10.4K
- 47.16%
$49.06 - $57.74 $508K - $598K
11.6K $607K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-5.6K
- 48.43%
$59.25 - $72.99 $332K - $409K
5.97K $356K
AMZN
Amazon Com Inc

Consumer Cyclical
-3.07K
- 37.51%
$180.88 - $232.93 $556K - $716K
5.12K $1.12M
JNJ
Johnson & Johnson

Healthcare
-2.24K
- 53.07%
$143.34 - $165.86 $321K - $371K
1.98K $285K
VTI
Vanguard Total Stock Market Et

ETFs
-1.42K
- 49.74%
$280.04 - $302.45 $398K - $430K
1.44K $416K
AAPL
Apple Inc.

Technology
-3.39K
- 11.82%
$221.69 - $259.02 $750K - $877K
25.2K $6.32M
DFAT
Dimensional ETF Tr U S Target

ETFs
-5.08K
- 50.0%
$54.54 - $61.04 $277K - $310K
5.08K $282K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.1K
- 3.49%
$567.81 - $607.81 $623K - $667K
30.3K $17.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-503
- 26.9%
$442.29 - $483.08 $222K - $243K
1.37K $619K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.15K
- 23.12%
$131.66 - $144.0 $151K - $165K
3.81K $502K
VDE
Vanguard Energy ETF

ETFs
-1.48K
- 9.67%
$116.67 - $136.78 $173K - $202K
13.8K $1.68M
IWD
Ishares Russell 1000 Val ETF

ETFs
-741
- 8.77%
$183.23 - $199.79 $136K - $148K
7.71K $1.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-331
- 42.99%
$481.22 - $538.17 $159K - $178K
439 $224K
XLF
Financial Sector Spdr

ETFs
-6.95K
- 9.82%
$44.89 - $51.34 $312K - $357K
63.8K $3.08M
XLP
Consumer Staples Sector Spdr

ETFs
-1.62K
- 21.31%
N/A
5.99K $455K
MCD
Mcdonalds Corp

Consumer Cyclical
-152
- 3.98%
$288.47 - $316.54 $43.8K - $48.1K
3.67K $1.06M
IWN
Ishares Russell2000 Val ETF

ETFs
-445
- 7.73%
$162.69 - $181.35 $72.4K - $80.7K
5.31K $871K
MRK
Merck & Co., Inc.

Healthcare
-354
- 9.23%
$96.31 - $114.76 $34.1K - $40.6K
3.48K $346K
YUM
Yum Brands Inc

Consumer Cyclical
-408
- 10.53%
$130.36 - $139.54 $53.2K - $56.9K
3.47K $464K
GLD
Spdr Gold Trust

ETFs
-292
- 10.29%
$236.59 - $257.5 $69.1K - $75.2K
2.55K $616K
XLK
Technology Sector Spdr

ETFs
-488
- 6.02%
$220.26 - $241.44 $107K - $118K
7.62K $1.77M
KO
Coca Cola CO

Consumer Defensive
-217
- 5.16%
$61.74 - $71.71 $13.4K - $15.6K
3.99K $248K
XOM
Exxon Mobil Corp

Energy
-228
- 9.39%
$105.51 - $125.37 $24.1K - $28.6K
2.2K $236K
SBUX
Starbucks Corp

Consumer Cyclical
-70
- 1.58%
$87.44 - $102.5 $6.12K - $7.18K
4.35K $396K
CSCO
Cisco Systems, Inc.

Technology
-1.8K
- 14.21%
$52.45 - $60.02 $94.4K - $108K
10.9K $643K
EXC
Exelon Corp

Utilities
-17
- 0.17%
$36.22 - $40.97 $616 - $696
9.76K $367K
IBM
International Business Machines Corp

Technology
-100
- 6.08%
$204.9 - $238.04 $20.5K - $23.8K
1.55K $339K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-95
- 4.97%
$311.11 - $335.64 $29.6K - $31.9K
1.82K $585K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-301
- 8.34%
$77.25 - $91.3 $23.3K - $27.5K
3.31K $282K
IGM
Ishares Expanded Tech Sector E

ETFs
-43
- 1.16%
$94.19 - $106.95 $4.05K - $4.6K
3.65K $372K
DIS
Walt Disney CO

Communication Services
-93
- 4.21%
$92.39 - $117.6 $8.59K - $10.9K
2.12K $235K
META
Meta Platforms, Inc.

Communication Services
-45
- 1.24%
$554.08 - $632.68 $24.9K - $28.5K
3.58K $2.11M
COST
Costco Wholesale Corp

Consumer Defensive
-50
- 1.82%
$873.59 - $994.69 $43.7K - $49.7K
2.7K $2.47M
MCK
Mckesson Corp

Healthcare
-2
- 0.37%
$482.27 - $628.5 $965 - $1.26K
537 $306K
JPM
Jpmorgan Chase & CO

Financial Services
-4
- 0.27%
$205.18 - $250.29 $821 - $1K
1.48K $355K
BA
Boeing CO

Industrials
-3
- 0.16%
$138.14 - $180.72 $414 - $542
1.85K $327K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.5K
- 5.99%
$370.24 - $418.94 $556K - $629K
23.6K $9.46M
NFLX
Netflix Inc

Communication Services
-256
- 15.94%
$687.65 - $936.56 $176K - $240K
1.35K $1.2M
BAC
Bank Of America Corp

Financial Services
-970
- 3.11%
$39.22 - $47.77 $38K - $46.3K
30.2K $1.33M
Activity Summary
Buys All Purchases 14 New Holdings 3 Increased Positions 11 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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