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  Name: PARAGON FINANCIAL PARTNERS INC.
  City: WOODLAND HILLS
  State: CA
  Zip: 91367
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $121,478,000
  Total Value Change : $17,285,000
  Securities Held Change : 2
   
All Securities Held : 81
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 43
  Unchanged Positions : 29
  Decreased Positions : 6

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 4 - $346.03 $9,009,000 26,729 7.42% 820,000 -283 0.01    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 6 - $189.98 $4,906,000 28,610 4.04% -668,000 -340 0    Personal Computers
   (MSFT)1 Year Chart         MSFT Microsoft Corp 8 - $430.16 $3,953,000 9,397 3.25% 402,000 -46 0    Application Software
   (IHI)1 Year Chart         IHI iShares Dow Jones US Medica... 20 - $56.07 $1,105,000 18,865 0.91% 54,000 -600 0.014    Closed - End Fund - E...
   (BA)1 Year Chart         BA Boeing Co 57 - $174.52 $358,000 1,853 0.29% -149,000 -92 0    Aerospace/Defense - M...
   (INTC)1 Year Chart         INTC Intel Corp 58 - $30.72 $348,000 7,872 0.29% -74,000 -533 0    Semiconductor- Broad...

      6 Records Found
  1    
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