Paragon Financial Partners, Inc. Incresed Positions in Q4 2025

Paragon Financial Partners, Inc.

  • $166 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
45.3K
+ 100.6%
$87.89 - $92.9 $3.98M - $4.21M
90.3K $8.02M
XLK
Technology Sector Spdr

ETFs
7.7K
+ 100.03%
$278.39 - $304.13 $2.14M - $2.34M
15.4K $4.44M
VHT
Vanguard Health Care ETF

ETFs
121
+ 0.41%
$264.7 - $283.93 $32K - $34.4K
29.5K $8.33M
NFLX
Netflix Inc

Communication Services
15.2K
+ 1124.67%
$110.29 - $1241.35 $1.67M - $18.8M
16.5K $1.82M
IGV
Ishares Expanded Tech Software

ETFs
2.89K
+ 17.96%
$106.84 - $117.08 $309K - $339K
19K $2.04M
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.05%
$236.57 - $291.31 $473 - $583
3.77K $1.04M
CRWD
Crowd Strike Holdings, Inc.

Technology
100
+ 10.0%
$482.23 - $557.53 $48.2K - $55.8K
1.1K $591K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
5.31K
+ 0.57%
$14.07 - $14.56 $74.7K - $77.3K
942K $13.4M
SCCO
Southern Copper Corp

Basic Materials
40
+ 0.83%
$122.64 - $141.68 $4.91K - $5.67K
4.85K $633K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
42
+ 3.47%
$600.51 - $631.95 $25.2K - $26.5K
1.25K $772K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
151
+ 0.14%
$137.47 - $143.13 $20.8K - $21.6K
106K $14.9M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
32
+ 0.41%
$82.92 - $88.2 $2.65K - $2.82K
7.81K $684K
KO
Coca Cola CO

Consumer Defensive
6
+ 0.15%
$66.1 - $71.61 $397 - $430
3.94K $278K
XOM
Exxon Mobil Corp

Energy
7
+ 0.32%
$110.64 - $119.78 $774 - $838
2.22K $261K
SPY
Spdr S&P 500 ETF Trust

ETFs
37
+ 0.11%
$653.02 - $687.39 $24.2K - $25.4K
32.3K $21.5M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.14%
$736.33 - $801.52 $736 - $802
698 $527K
IGM
Ishares Expanded Tech Sector E

ETFs
2
+ 0.05%
$124.25 - $135.72 $249 - $271
3.66K $467K
IWB
Ishares Tr Russell 1000 ETF

ETFs
4
+ 0.22%
$358.39 - $376.54 $1.43K - $1.51K
1.83K $673K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.06%
$211.96 - $244.38 $212 - $244
1.8K $420K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.03%
$293.81 - $310.11 $294 - $310
3.67K $1.12M
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.35%
$321.8 - $337.95 $1.61K - $1.69K
1.44K $474K
XLP
Consumer Staples Sector Spdr

ETFs
28
+ 0.61%
N/A
4.63K $351K
VIG
Vanguard Dividend Appreciation

ETFs
8
+ 0.37%
N/A
2.18K $397K
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.02%
$78.46 - $87.26 $78.5 - $87.3
4.35K $368K
BAC
Bank Of America Corp

Financial Services
12
+ 0.04%
$48.65 - $54.11 $584 - $649
30.3K $1.56M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
12
+ 0.31%
$136.06 - $140.64 $1.63K - $1.69K
3.85K $532K
BA
Boeing CO

Industrials
200
+ 10.81%
$191.81 - $225.32 $38.4K - $45.1K
2.05K $393K
IWN
Ishares Russell2000 Val ETF

ETFs
17
+ 0.32%
$172.34 - $181.51 $2.93K - $3.09K
5.35K $935K
IYJ
Ishares Tr

ETFs
2
+ 0.08%
$142.48 - $148.68 $285 - $297
2.66K $380K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.07%
$294.11 - $320.41 $294 - $320
1.34K $403K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.04%
$910.94 - $954.99 $911 - $955
2.69K $2.45M
MSFT
Microsoft Corp

Technology
3
+ 0.04%
$496.82 - $542.07 $1.49K - $1.63K
7.68K $3.9M
XLF
Financial Sector Spdr

ETFs
131
+ 0.2%
$51.76 - $53.77 $6.78K - $7.04K
64.6K $3.39M
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.02%
$144.33 - $160.86 $289 - $322
9.28K $1.42M
IWP
Ishares Russell Mid Cap Growth

ETFs
12
+ 0.06%
$136.84 - $145.3 $1.64K - $1.74K
18.9K $2.59M
Activity Summary
Buys All Purchases 41 New Holdings 5 Increased Positions 36 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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