Paragon Financial Partners, Inc.
Paragon Financial Partners, Inc. is an SEC-registered investment adviser headquartered in Woodland Hills, California. The firm serves primarily high net worth individual clients and provides investment management and advisory services. Founded in California, it operates with a small team of 2 employees and manages hundreds of client accounts with assets under management in the hundreds of millions. Paragon's client base is primarily focused on U.S.-based individuals seeking personalized investment solutions.
Investment Strategy
Paragon Financial Partners, Inc. primarily manages investment portfolios for high net worth individuals, focusing on U.S. equity securities, as reflected by significant holdings in large-cap technology, consumer, and financial sector stocks. They provide tailored, discretionary and non-discretionary management, emphasizing diversification and long-term capital appreciation by investing in well-established, market-leading companies. Client accounts are individually managed according to client risk tolerance, goals, and investment time horizons.
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 13.60% | $19.9M | 32,234 | $485.17 | $617.85 | +$3.0M |
N NVDA | NVIDIA CORPORATION | 10.93% | $16.0M | 101,304 | $29.85 | $157.99 | +$5.0M |
V VYM | VANGUARD WHITEHALL FDS | 9.63% | $14.1M | 105,707 | $112.26 | $133.31 | +$492.2K |
E ETV | EATON VANCE TAX-MANAGED BUY- | 8.75% | $12.8M | 923,778 | $14.29 | $13.87 | +$2.0M |
I IWF | ISHARES TR | 6.72% | $9.8M | 23,182 | $305.51 | $424.58 | +$1.5M |