Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Patriot Financial Group Insurance Agency

Latest statistics and disclosures from Patriot Financial Group Insurance Agency's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, B, IVE, AAPL, SCHG, and represent 15.81% of Patriot Financial Group Insurance Agency's stock portfolio.
Added to shares of these 10 stocks: RDIV, BND, BALI, JGRO, AVGO, B, HWM, RDVI, DGRO, IVW.
Started 45 new stock positions in SPMO, HIG, HWM, ISPY, CGBL, ARM, HRB, CLF, RCL, AFL.
Reduced shares in these 10 stocks: COWZ (-$7.5M), CRWD, FCX, ARLU, NVDA, SPLG, META, PBI, GOOGL, AAPL.
Sold out of its positions in AMN, BIRD, CALM, TCS, DINO, MOMO, IFF, HEFA, JSCP, BBHY.
Patriot Financial Group Insurance Agency was a net buyer of stock by $34M.
Patriot Financial Group Insurance Agency has $745M in assets under management (AUM), dropping by 9.53%.
Central Index Key (CIK): 0001694883

Tip: Access up to 7 years of quarterly data

Positions held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Patriot Financial Group Insurance Agency

Patriot Financial Group Insurance Agency holds 495 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.9	$44M		76k	576.82	View chart
Barnes (B)	3.0	$22M	+9%	548k	40.41	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.4	$18M	+3%	92k	197.17	View chart
Apple (AAPL)	2.3	$17M	-3%	74k	233.00	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.2	$17M	+3%	159k	104.18	View chart
Microsoft Corporation (MSFT)	2.0	$15M	-2%	35k	430.30	View chart
NVIDIA Corporation (NVDA)	1.5	$11M	-6%	94k	121.44	View chart
Ishares Tr Core Div Grwth (DGRO)	1.3	$9.8M	+18%	157k	62.69	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.3	$9.3M	-8%	138k	67.51	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$9.1M		32k	283.16	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$8.9M		154k	58.14	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	1.2	$8.7M	+5%	145k	60.20	View chart
Amazon (AMZN)	1.1	$8.5M		46k	186.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$8.3M	+5%	18k	460.27	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$8.1M	+2%	70k	116.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$7.7M	+11%	15k	527.66	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$7.1M	+25%	75k	95.75	View chart
Meta Platforms Cl A (META)	0.9	$6.9M	-10%	12k	572.42	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.9	$6.8M	+3%	142k	47.93	View chart
JPMorgan Chase & Co. (JPM)	0.9	$6.3M	+10%	30k	210.86	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$6.0M	+182%	80k	75.11	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.8	$5.8M	+2%	33k	174.50	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.7	$5.5M	+13%	146k	37.94	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$5.5M	-57%	95k	57.83	View chart
Ishares Tr Core Total Usd (IUSB)	0.7	$5.4M	+35%	115k	47.12	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.7	$5.2M	+2%	42k	123.62	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$5.2M	+7%	29k	179.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$5.1M	+2%	30k	167.19	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.7	$5.0M	+11%	92k	54.93	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.7	$4.9M	+8%	100k	49.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$4.7M		18k	263.83	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$4.6M		145k	31.78	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.6	$4.5M	NEW	90k	49.94	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$4.4M	+7%	11k	383.94	View chart
Wal-Mart Stores (WMT)	0.6	$4.4M		54k	80.75	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.6	$4.4M	+2%	138k	31.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$4.3M	-13%	26k	165.85	View chart
Exxon Mobil Corporation (XOM)	0.6	$4.2M	+8%	36k	117.22	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.6	$4.2M	+2%	102k	41.49	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.6	$4.2M	+2%	39k	107.66	View chart
Qualcomm (QCOM)	0.6	$4.1M	+7%	24k	170.05	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.5	$4.1M	+8%	163k	25.01	View chart
Booking Holdings (BKNG)	0.5	$4.0M	+5%	938.00	4214.26	View chart
Comcast Corp Cl A (CMCSA)	0.5	$3.9M	+6%	92k	41.77	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.5	$3.7M	+3%	81k	45.24	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$3.5M	-2%	19k	191.04	View chart
Visa Com Cl A (V)	0.5	$3.5M	-2%	13k	274.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$3.5M		66k	52.81	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.4	$3.3M	+6%	55k	60.60	View chart
Philip Morris International (PM)	0.4	$3.3M	+9%	27k	121.40	View chart
Costco Wholesale Corporation (COST)	0.4	$3.2M		3.6k	886.45	View chart
Wells Fargo & Company (WFC)	0.4	$3.2M	+8%	56k	56.49	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.4	$3.0M	-2%	41k	72.80	View chart
Oracle Corporation (ORCL)	0.4	$3.0M		18k	170.40	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.4	$2.9M	+894%	38k	76.88	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$2.9M	+8%	5.0k	573.79	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$2.8M	+4%	60k	47.52	View chart
Charles Schwab Corporation (SCHW)	0.4	$2.8M		44k	64.81	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$2.8M	+6%	56k	49.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$2.8M	+2%	35k	78.05	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$2.8M	+6%	27k	101.27	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.4	$2.7M	+9%	138k	19.81	View chart
Blackrock Etf Trust Advantage Lrg Cp (BALI)	0.4	$2.7M	NEW	90k	30.37	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.4	$2.7M	+4%	32k	82.94	View chart
Tesla Motors (TSLA)	0.4	$2.6M		10k	261.63	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.3	$2.5M	+13%	22k	114.53	View chart
Raytheon Technologies Corp (RTX)	0.3	$2.5M		20k	121.16	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$2.4M	-6%	42k	57.41	View chart
Broadcom (AVGO)	0.3	$2.4M	+881%	14k	172.50	View chart
Pepsi (PEP)	0.3	$2.4M	+24%	14k	170.05	View chart
Newmont Mining Corporation (NEM)	0.3	$2.4M	+14%	44k	53.45	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$2.3M	-4%	14k	173.67	View chart
Applied Materials (AMAT)	0.3	$2.3M	+10%	11k	202.05	View chart
Advanced Micro Devices (AMD)	0.3	$2.3M	+19%	14k	164.08	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$2.2M	+2%	54k	41.28	View chart
Bank of America Corporation (BAC)	0.3	$2.2M	-2%	55k	39.68	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$2.2M	+276%	88k	24.64	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$2.1M	-4%	14k	151.62	View chart
CarMax (KMX)	0.3	$2.1M	+14%	27k	77.38	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$2.1M	-3%	30k	70.06	View chart
eBay (EBAY)	0.3	$2.1M	+29%	32k	65.11	View chart
Anthem (ELV)	0.3	$2.1M		4.0k	520.04	View chart
Medtronic SHS (MDT)	0.3	$2.1M	+8%	23k	90.03	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$2.1M	-5%	16k	126.18	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$2.1M	+122%	44k	46.39	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$2.0M	+74%	35k	57.53	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$2.0M	+3%	42k	48.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$2.0M	+30%	67k	29.89	View chart
UnitedHealth (UNH)	0.3	$2.0M	-2%	3.4k	584.75	View chart
Cigna Corp (CI)	0.3	$2.0M	-3%	5.8k	346.47	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.3	$2.0M	+2%	31k	63.85	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$1.9M		20k	95.81	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$1.9M		52k	37.56	View chart
Walt Disney Company (DIS)	0.3	$1.9M	-11%	20k	96.19	View chart
RPM International (RPM)	0.3	$1.9M		16k	121.00	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$1.9M	+16%	8.4k	225.76	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.3	$1.9M		27k	69.79	View chart
Howmet Aerospace (HWM)	0.3	$1.9M	NEW	19k	100.25	View chart
Starbucks Corporation (SBUX)	0.2	$1.8M	+3%	19k	97.49	View chart
Aim Etf Products Trust Allianzim Us Equ (ARLU)	0.2	$1.7M	-37%	64k	26.90	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$1.7M	-4%	37k	46.52	View chart
Fortinet (FTNT)	0.2	$1.7M	+18%	22k	77.55	View chart
ConocoPhillips (COP)	0.2	$1.7M	+38%	16k	105.28	View chart
Lam Research Corporation (LRCX)	0.2	$1.7M	+5%	2.0k	816.08	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$1.6M		40k	41.32	View chart
Merck & Co (MRK)	0.2	$1.6M	+3%	14k	113.56	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.2	$1.6M	+31%	258k	6.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.6M	+13%	3.3k	488.08	View chart
Iqvia Holdings (IQV)	0.2	$1.6M	-3%	6.7k	236.97	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$1.6M	+9%	3.4k	465.08	View chart
Altria (MO)	0.2	$1.6M		31k	51.04	View chart
Eli Lilly & Co. (LLY)	0.2	$1.6M	-13%	1.8k	886.19	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.2	$1.6M	+4%	65k	24.08	View chart
Enbridge (ENB)	0.2	$1.6M	+2%	38k	40.61	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$1.5M	+12%	33k	47.53	View chart
Johnson & Johnson (JNJ)	0.2	$1.5M	-10%	9.5k	162.05	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$1.5M	-12%	14k	107.65	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$1.5M		83k	18.04	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$1.5M	+10%	39k	37.86	View chart
Novo-nordisk A S Adr (NVO)	0.2	$1.5M	-13%	13k	119.07	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.5M	-17%	3.0k	493.77	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$1.5M		6.9k	209.87	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$1.4M	+11%	36k	40.48	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.2	$1.4M		24k	60.04	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$1.4M		26k	54.48	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$1.4M		39k	35.94	View chart
Verizon Communications (VZ)	0.2	$1.4M	-6%	31k	44.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.4M		29k	47.85	View chart
Amgen (AMGN)	0.2	$1.4M	+2%	4.3k	322.24	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.2	$1.4M	+7%	30k	46.98	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.4M	+8%	19k	72.75	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$1.4M	+42%	49k	27.84	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.2	$1.4M	+106%	13k	107.10	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$1.3M	-2%	12k	108.79	View chart
Ge Aerospace Com New (GE)	0.2	$1.3M	-8%	7.0k	188.59	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$1.3M		17k	78.37	View chart
Chevron Corporation (CVX)	0.2	$1.3M	-19%	8.7k	147.27	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$1.3M		33k	39.25	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$1.3M	+9%	17k	76.02	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.2	$1.3M	+34%	44k	28.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.3M	-10%	5.2k	243.06	View chart
Home Depot (HD)	0.2	$1.3M	-8%	3.1k	405.15	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.2	$1.3M		9.8k	128.28	View chart
Procter & Gamble Company (PG)	0.2	$1.2M	-24%	7.5k	165.73	View chart
Novartis Sponsored Adr (NVS)	0.2	$1.2M	+13%	11k	115.02	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.2M	+14%	5.2k	237.20	View chart
Sanofi Sponsored Adr (SNY)	0.2	$1.2M	+9%	21k	57.63	View chart
Bank of New York Mellon Corporation (BK)	0.2	$1.2M	+10%	17k	71.86	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.2	$1.2M	+2%	34k	35.24	View chart
Air Products & Chemicals (APD)	0.2	$1.2M	-9%	4.0k	297.73	View chart
Analog Devices (ADI)	0.2	$1.2M	+14%	5.2k	230.18	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.2M	-3%	18k	64.74	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$1.2M		26k	45.49	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$1.2M		32k	36.04	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$1.2M	+29%	35k	33.25	View chart
Boston Scientific Corporation (BSX)	0.2	$1.1M	+11%	14k	83.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$1.1M		29k	38.95	View chart
salesforce (CRM)	0.2	$1.1M	+21%	4.2k	273.68	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$1.1M	-2%	63k	18.10	View chart
Becton, Dickinson and (BDX)	0.2	$1.1M	+9%	4.7k	241.12	View chart
Adobe Systems Incorporated (ADBE)	0.2	$1.1M	+12%	2.2k	517.78	View chart
BlackRock (BLK)	0.2	$1.1M	+2%	1.2k	949.77	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.1M		12k	90.80	View chart
Pfizer (PFE)	0.1	$1.1M	-2%	38k	28.94	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$1.1M	+17%	13k	83.21	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$1.1M	+49%	20k	53.53	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$1.1M		14k	79.13	View chart
Omni (OMC)	0.1	$1.1M	+8%	11k	103.39	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$1.1M		38k	28.15	View chart
Unilever Spon Adr New (UL)	0.1	$1.1M	+15%	16k	64.96	View chart
Coca-Cola Company (KO)	0.1	$1.1M	+2%	15k	71.86	View chart
Intel Corporation (INTC)	0.1	$1.1M	+124%	45k	23.46	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.1M	+3%	17k	62.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$1.0M	+4%	28k	36.88	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$1.0M		5.4k	192.81	View chart
General Dynamics Corporation (GD)	0.1	$1.0M	+13%	3.4k	302.20	View chart
Netflix (NFLX)	0.1	$1.0M	+43%	1.5k	709.27	View chart
McDonald's Corporation (MCD)	0.1	$1.0M		3.4k	304.54	View chart
CVS Caremark Corporation Call Option (CVS)	0.1	$1.0M	-28%	16k	62.88	View chart
American Tower Reit (AMT)	0.1	$1.0M	+32%	4.4k	232.54	View chart
Diageo Spon Adr New (DEO)	0.1	$998k	+24%	7.1k	140.34	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$997k	+24%	23k	44.12	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$990k	-2%	27k	36.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$989k	+15%	26k	38.53	View chart
Fiserv (FI)	0.1	$987k	-13%	5.5k	179.65	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$984k	+47%	16k	61.11	View chart
Duke Energy Corp Com New (DUK)	0.1	$979k	+2%	8.5k	115.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$978k	-3%	26k	38.31	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$968k	-8%	6.9k	140.44	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$960k	+2%	14k	67.70	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.1	$956k	-6%	20k	48.87	View chart
Lamar Advertising Cl A (LAMR)	0.1	$952k	+7%	7.1k	133.60	View chart
Webster Financial Corporation (WBS)	0.1	$948k		20k	46.61	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$935k	+6%	21k	45.71	View chart
Edison International (EIX)	0.1	$929k	+9%	11k	87.09	View chart
International Business Machines (IBM)	0.1	$911k	-6%	4.1k	221.06	View chart
Boeing Company (BA)	0.1	$908k	-27%	6.0k	152.04	View chart
AmerisourceBergen (COR)	0.1	$896k	-2%	4.0k	225.05	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$889k	+8%	12k	72.63	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$888k		11k	80.30	View chart
At&t (T)	0.1	$888k	+28%	40k	22.00	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$886k	+2%	27k	33.03	View chart
Innovative Industria A (IIPR)	0.1	$857k	-6%	6.4k	134.59	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$853k	-7%	10k	84.04	View chart
Advisorshares Tr Advisorshs Etf (CWS)	0.1	$824k		12k	68.72	View chart
Docusign (DOCU)	0.1	$820k	NEW	13k	62.09	View chart
Union Pacific Corporation (UNP)	0.1	$810k	+13%	3.3k	246.50	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.1	$805k	NEW	18k	44.82	View chart
Voyager Therapeutics (VYGR)	0.1	$801k	+7%	137k	5.85	View chart
Texas Instruments Incorporated (TXN)	0.1	$795k	+4%	3.8k	206.55	View chart
Abbvie (ABBV)	0.1	$781k		4.0k	197.50	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$774k		4.0k	191.32	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$774k	-2%	6.0k	128.19	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$772k	+6%	12k	67.27	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$771k	+10%	23k	34.28	View chart
TJX Companies (TJX)	0.1	$767k		6.5k	117.54	View chart
United Parcel Service CL B (UPS)	0.1	$760k	-16%	5.6k	136.34	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$759k	+15%	23k	33.30	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$755k		13k	57.67	View chart
Lockheed Martin Corporation (LMT)	0.1	$753k	-41%	1.3k	584.56	View chart
Dex (DXCM)	0.1	$752k		11k	67.04	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$749k		19k	39.69	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$749k	NEW	24k	31.05	View chart
Williams Companies (WMB)	0.1	$742k	+5%	16k	45.65	View chart
Emerson Electric (EMR)	0.1	$740k	+62%	6.8k	109.37	View chart
M&T Bank Corporation (MTB)	0.1	$732k		4.1k	178.13	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$731k		3.4k	211.83	View chart
Caterpillar (CAT)	0.1	$725k	-3%	1.9k	391.12	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$724k	-3%	15k	49.08	View chart
Goldman Sachs (GS)	0.1	$719k	-3%	1.5k	495.22	View chart
McKesson Corporation (MCK)	0.1	$715k	+17%	1.4k	494.30	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$714k	-26%	8.1k	87.80	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$712k	+74%	20k	36.44	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$712k	+6%	11k	63.00	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$712k	+2%	5.4k	131.91	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$710k	+246%	15k	47.13	View chart
Entergy Corporation (ETR)	0.1	$702k	+11%	5.3k	131.61	View chart
Eversource Energy (ES)	0.1	$684k	+10%	10k	68.05	View chart
Genuine Parts Company (GPC)	0.1	$682k		4.9k	139.67	View chart
GSK Sponsored Adr (GSK)	0.1	$671k	+5%	16k	40.88	View chart
Occidental Petroleum Corporation (OXY)	0.1	$669k		13k	51.54	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$668k	+39%	8.3k	80.37	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$666k	-16%	6.1k	108.63	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$665k		24k	27.41	View chart
PNC Financial Services (PNC)	0.1	$665k	+3%	3.6k	184.85	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$658k	-4%	15k	44.30	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$658k	-3%	28k	23.79	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$657k		5.6k	116.31	View chart
Wec Energy Group (WEC)	0.1	$651k	NEW	6.8k	96.18	View chart
Nxp Semiconductors N V (NXPI)	0.1	$650k	+9%	2.7k	240.01	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$648k	-10%	10k	62.74	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$647k	-13%	6.6k	98.10	View chart
Truist Financial Corp equities (TFC)	0.1	$645k	+5%	15k	42.77	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$643k	-26%	14k	45.51	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$635k		15k	43.19	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$634k	+4%	2.6k	243.51	View chart
Sempra Energy (SRE)	0.1	$634k		7.6k	83.63	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$631k		4.8k	131.44	View chart
American Express Company (AXP)	0.1	$626k	-9%	2.3k	271.23	View chart
Prudential Financial (PRU)	0.1	$623k		5.1k	121.09	View chart
Fs Kkr Capital Corp (FSK)	0.1	$623k	+6%	32k	19.73	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$620k	+8%	18k	34.29	View chart
Lincoln National Corporation (LNC)	0.1	$619k		20k	31.51	View chart
United Rentals (URI)	0.1	$610k	+10%	753.00	810.05	View chart
Autodesk (ADSK)	0.1	$598k	-18%	2.2k	275.48	View chart
Freeport-mcmoran CL B (FCX)	0.1	$598k	-73%	12k	49.92	View chart
Palantir Technologies Cl A (PLTR)	0.1	$597k	+4%	16k	37.20	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$597k	+186%	20k	30.15	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$583k	-12%	2.5k	230.57	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$579k	-2%	12k	49.41	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$574k	-18%	979.00	586.28	View chart
Prologis (PLD)	0.1	$571k	+8%	4.5k	126.29	View chart
Morgan Stanley Com New (MS)	0.1	$570k	-2%	5.5k	104.24	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$569k	-7%	5.9k	96.95	View chart
H&R Block (HRB)	0.1	$567k	NEW	8.9k	63.55	View chart
Ingredion Incorporated (INGR)	0.1	$562k	-18%	4.1k	137.41	View chart
V.F. Corporation (VFC)	0.1	$560k	-7%	28k	19.95	View chart
Ford Motor Company (F)	0.1	$558k	+29%	53k	10.56	View chart
Jackson Financial Com Cl A (JXN)	0.1	$556k	-21%	6.1k	91.23	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$553k		11k	52.55	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$551k	+22%	12k	44.71	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$550k	+4%	10k	52.86	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$539k		4.8k	111.86	View chart
Carrier Global Corporation (CARR)	0.1	$537k	-7%	6.7k	80.49	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.1	$536k		8.2k	64.99	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.1	$530k	-3%	6.2k	86.15	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.1	$528k	-3%	11k	47.50	View chart
Commercial Metals Company (CMC)	0.1	$527k	+21%	9.6k	54.96	View chart
Diamondback Energy (FANG)	0.1	$523k		3.0k	172.41	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$511k	-5%	32k	15.76	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$511k		10k	48.98	View chart
Allegion Ord Shs (ALLE)	0.1	$510k	-2%	3.5k	145.72	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$498k	+9%	14k	36.41	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.1	$496k	-3%	18k	27.83	View chart
Lowe's Companies (LOW)	0.1	$495k	-5%	2.1k	238.40	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$493k		5.3k	93.12	View chart
Fidelity National Information Services (FIS)	0.1	$491k	+3%	5.9k	83.75	View chart
Huntington Ingalls Inds (HII)	0.1	$485k	NEW	1.8k	264.37	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$478k		4.9k	98.07	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$475k	NEW	3.7k	127.12	View chart
Capital One Financial (COF)	0.1	$473k		3.2k	149.71	View chart
Eaton Corp SHS (ETN)	0.1	$472k		1.4k	331.38	View chart
Ameriprise Financial (AMP)	0.1	$469k		999.00	469.81	View chart
CSX Corporation (CSX)	0.1	$466k	-4%	14k	34.53	View chart
Ishares Tr Europe Etf (IEV)	0.1	$464k	+34%	8.0k	58.27	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$463k	+9%	148k	3.12	View chart
Broadridge Financial Solutions (BR)	0.1	$463k	-13%	2.2k	215.04	View chart
Jd.com Spon Ads Cl A (JD)	0.1	$463k	-14%	12k	40.00	View chart
Stanley Black & Decker (SWK)	0.1	$447k		4.1k	110.12	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$445k	-10%	2.9k	153.15	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$439k	-18%	2.5k	174.60	View chart
Automatic Data Processing (ADP)	0.1	$439k		1.6k	276.72	View chart
Ge Vernova (GEV)	0.1	$433k	-9%	1.7k	254.98	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.1	$431k	+3%	1.2k	370.32	View chart
Citigroup Com New (C)	0.1	$428k		6.8k	62.60	View chart
Capri Holdings SHS (CPRI)	0.1	$425k	NEW	10k	42.44	View chart
Rentokil Initial Sponsored Adr (RTO)	0.1	$424k	+31%	17k	24.93	View chart
3M Company (MMM)	0.1	$421k		3.1k	136.71	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$419k	-3%	8.6k	48.59	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$411k	+13%	8.2k	50.28	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$405k		6.8k	59.21	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$405k	+8%	4.6k	88.13	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$405k	+13%	4.2k	95.94	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.1	$404k		7.8k	51.96	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$403k	+4%	1.8k	220.92	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$399k	+11%	2.0k	200.89	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$399k		20k	20.27	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$399k	-42%	3.8k	106.12	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.1	$395k		29k	13.72	View chart
Nike CL B (NKE)	0.1	$391k		4.4k	88.41	View chart
Hubspot (HUBS)	0.1	$390k	+83%	734.00	531.60	View chart
Nextera Energy (NEE)	0.1	$386k		4.6k	84.53	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$382k	-12%	3.5k	110.46	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$381k	-10%	4.1k	93.58	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$379k	+2%	5.3k	72.04	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$375k	+18%	1.4k	276.83	View chart
Yum China Holdings (YUMC)	0.1	$374k	NEW	8.3k	45.02	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$372k		8.9k	41.95	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$372k	-16%	2.1k	179.20	View chart
Warner Music Group Corp Com Cl A (WMG)	0.0	$371k	NEW	12k	31.30	View chart
Generac Holdings (GNRC)	0.0	$370k		2.3k	158.88	View chart
Pacer Fds Tr Cash Cows Etf (HERD)	0.0	$367k	+35%	9.2k	40.04	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$365k	-15%	5.4k	67.85	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$359k		2.7k	135.09	View chart
Dell Technologies CL C (DELL)	0.0	$359k	+38%	3.0k	118.56	View chart
Allegheny Technologies Incorporated (ATI)	0.0	$358k		5.4k	66.91	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.0	$357k		15k	23.96	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.0	$357k	NEW	12k	30.72	View chart
Us Bancorp Del Com New (USB)	0.0	$356k		7.8k	45.73	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$356k	+2%	2.4k	149.67	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$351k	-4%	1.8k	200.37	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$351k	-2%	4.2k	84.17	View chart
Cisco Systems (CSCO)	0.0	$349k	-45%	6.6k	53.22	View chart
Wyndham Hotels And Resorts (WH)	0.0	$349k		4.5k	78.15	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.0	$349k	-12%	8.3k	41.96	View chart
AFLAC Incorporated (AFL)	0.0	$345k	NEW	3.8k	91.25	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.0	$344k	NEW	2.8k	124.56	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$343k	-11%	4.1k	83.09	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.0	$343k	+11%	13k	27.46	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$342k	-2%	2.3k	145.63	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$340k	+10%	6.9k	49.31	View chart
Ecolab (ECL)	0.0	$340k	-12%	1.3k	255.32	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.0	$339k	+2%	11k	30.93	View chart
Intuitive Surgical Com New (ISRG)	0.0	$331k	-5%	673.00	491.27	View chart
Nuveen Real (JRI)	0.0	$331k	+12%	24k	13.67	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.0	$330k	+4%	15k	22.40	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$329k	-17%	6.4k	51.13	View chart
Pulte (PHM)	0.0	$326k		2.3k	143.53	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$322k		6.9k	46.97	View chart
Zoetis Cl A (ZTS)	0.0	$321k	-2%	1.6k	195.43	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.0	$321k		8.2k	38.94	View chart
Abbott Laboratories (ABT)	0.0	$321k	-4%	2.8k	114.03	View chart
Charles River Laboratories (CRL)	0.0	$319k	-3%	1.6k	196.97	View chart
Honeywell International (HON)	0.0	$313k		1.5k	206.70	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$312k	-9%	2.8k	109.33	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$311k		6.0k	51.50	View chart
Colgate-Palmolive Company (CL)	0.0	$310k		3.0k	103.80	View chart
Marathon Oil Corporation (MRO)	0.0	$309k	-4%	12k	26.63	View chart
Energizer Holdings (ENR)	0.0	$309k	NEW	9.7k	31.76	View chart
MetLife (MET)	0.0	$309k	-51%	3.7k	82.48	View chart
Draftkings Com Cl A (DKNG)	0.0	$309k	-12%	7.9k	39.20	View chart
Enterprise Products Partners (EPD)	0.0	$307k	+5%	11k	29.11	View chart
Constellation Energy (CEG)	0.0	$306k	NEW	1.2k	260.00	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$305k		3.7k	82.63	View chart
Unum (UNM)	0.0	$304k	-2%	5.1k	59.44	View chart
Victorias Secret And Common Stock (VSCO)	0.0	$301k	NEW	12k	25.70	View chart
Norwegian Cruise Line Hldg L SHS (NCLH)	0.0	$300k	NEW	15k	20.51	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.0	$299k		16k	19.20	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$296k	-5%	1.6k	182.00	View chart
Casella Waste Sys Cl A (CWST)	0.0	$295k		3.0k	99.49	View chart
Bristol Myers Squibb (BMY)	0.0	$290k	+3%	5.6k	51.74	View chart
Global X Fds Russell 2000 (RYLD)	0.0	$288k	+8%	18k	16.16	View chart
Devon Energy Corporation (DVN)	0.0	$288k	-13%	7.4k	39.12	View chart
Kla Corp Com New (KLAC)	0.0	$286k	+28%	370.00	773.64	View chart
Danaher Corporation (DHR)	0.0	$286k		1.0k	278.10	View chart
Micron Technology (MU)	0.0	$285k	-27%	2.7k	103.70	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$284k	-9%	5.3k	53.68	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.0	$283k		6.3k	44.79	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$282k	-12%	4.7k	60.42	View chart
Trane Technologies SHS (TT)	0.0	$280k	-2%	720.00	388.73	View chart
Strategy Ns 7handl Idx (HNDL)	0.0	$277k	-3%	13k	22.25	View chart
Parker-Hannifin Corporation (PH)	0.0	$277k	NEW	438.00	632.01	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$276k	NEW	3.5k	78.68	View chart
Blackrock Capital Allocation Trust (BCAT)	0.0	$274k		17k	16.45	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.0	$273k		5.0k	54.25	View chart
Nordstrom (JWN)	0.0	$270k	NEW	12k	22.49	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$269k	+20%	7.7k	34.79	View chart
Ares Capital Corporation (ARCC)	0.0	$269k	-18%	13k	20.94	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$269k		33k	8.07	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$267k	+2%	9.4k	28.41	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$266k	-42%	2.5k	106.19	View chart
Rocket Cos Com Cl A (RKT)	0.0	$266k	-33%	14k	19.19	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$266k	-11%	3.3k	80.31	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.0	$265k	+11%	3.3k	80.00	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$264k		4.0k	66.37	View chart
Hormel Foods Corporation (HRL)	0.0	$263k		8.3k	31.70	View chart
Foot Locker (FL)	0.0	$261k	-29%	10k	25.84	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$260k	-6%	6.2k	41.76	View chart
Verisign (VRSN)	0.0	$257k	NEW	1.4k	189.96	View chart
Roku Com Cl A (ROKU)	0.0	$257k	-32%	3.4k	74.66	View chart
Phillips 66 (PSX)	0.0	$253k		1.9k	131.46	View chart
Block Cl A (SQ)	0.0	$253k		3.8k	67.13	View chart
General Motors Company (GM)	0.0	$253k	+2%	5.6k	44.84	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$253k	-87%	901.00	280.47	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$252k	+4%	8.5k	29.53	View chart
Consolidated Edison (ED)	0.0	$252k		2.4k	104.14	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.0	$250k	-22%	4.9k	51.53	View chart
Textron (TXT)	0.0	$249k	-8%	2.8k	88.59	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.0	$246k	-36%	4.7k	52.75	View chart
Otis Worldwide Corp (OTIS)	0.0	$246k	-9%	2.4k	103.93	View chart
Stryker Corporation (SYK)	0.0	$245k	-6%	679.00	361.24	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.0	$245k	-5%	9.3k	26.28	View chart
Victory Portfolios Ii Vcshs Us Discvry (CSF)	0.0	$245k		4.5k	54.61	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$243k	NEW	2.7k	90.63	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$242k		7.2k	33.60	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.0	$241k	-2%	9.6k	25.13	View chart
Thermo Fisher Scientific (TMO)	0.0	$240k	-6%	389.00	617.94	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.0	$238k		5.0k	47.32	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.0	$230k	-10%	4.4k	51.84	View chart
Ptc (PTC)	0.0	$229k		1.3k	180.66	View chart
Cheniere Energy Com New (LNG)	0.0	$226k		1.3k	179.84	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$226k		2.7k	83.15	View chart
Barings Bdc (BBDC)	0.0	$225k		23k	9.80	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$221k	NEW	1.3k	167.65	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$220k	NEW	1.5k	143.01	View chart
Hca Holdings (HCA)	0.0	$219k	NEW	539.00	406.28	View chart
Alcoa (AA)	0.0	$219k		5.7k	38.58	View chart
Hartford Financial Services (HIG)	0.0	$217k	NEW	1.8k	117.58	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$216k		7.7k	28.14	View chart
Barrick Gold Corp (GOLD)	0.0	$215k	-7%	11k	19.89	View chart
Kkr & Co (KKR)	0.0	$214k	NEW	1.6k	130.55	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$212k	NEW	5.1k	41.72	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$211k	NEW	1.5k	142.04	View chart
Royal Caribbean Cruises (RCL)	0.0	$210k	NEW	1.2k	177.36	View chart
DTE Energy Company (DTE)	0.0	$210k	NEW	1.6k	128.38	View chart
Purecycle Technologies (PCT)	0.0	$210k	-17%	22k	9.50	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$209k	NEW	2.4k	86.81	View chart
Labcorp Holdings Com Shs (LH)	0.0	$208k	NEW	931.00	223.37	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$208k	NEW	8.3k	25.16	View chart
Marriott Intl Cl A (MAR)	0.0	$206k		829.00	248.59	View chart
Neurocrine Biosciences (NBIX)	0.0	$206k		1.8k	115.22	View chart
Scotts Miracle-gro Cl A (SMG)	0.0	$206k	NEW	2.4k	86.70	View chart
Cloudflare Cl A Com Call Option (NET)	0.0	$206k	NEW	2.5k	80.89	View chart
Uber Technologies (UBER)	0.0	$206k	-2%	2.7k	75.16	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.0	$206k		10k	20.01	View chart
Lamb Weston Hldgs (LW)	0.0	$204k	NEW	3.2k	64.75	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$202k	NEW	1.8k	112.94	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.0	$200k	NEW	7.3k	27.44	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.0	$200k	NEW	11k	18.50	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$198k	+15%	16k	12.35	View chart
Miniso Group Hldg Sponsored Ads (MNSO)	0.0	$196k		11k	17.54	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.0	$196k	+2%	23k	8.52	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$183k	-12%	22k	8.25	View chart
Vale S A Sponsored Ads (VALE)	0.0	$183k		16k	11.68	View chart
Hanesbrands (HBI)	0.0	$174k	-48%	24k	7.35	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$167k	NEW	13k	13.39	View chart
Cleveland-cliffs (CLF)	0.0	$153k	NEW	12k	12.77	View chart
Realreal (REAL)	0.0	$147k		47k	3.14	View chart
Global Net Lease Com New (GNL)	0.0	$130k		15k	8.42	View chart
Clough Global Opportunities Sh Ben Int (GLO)	0.0	$110k		20k	5.45	View chart
Brightspire Capital Com Cl A (BRSP)	0.0	$98k		18k	5.60	View chart
Ring Energy (REI)	0.0	$93k	-6%	58k	1.60	View chart
Sofi Technologies (SOFI)	0.0	$91k	+7%	12k	7.86	View chart
JetBlue Airways Corporation (JBLU)	0.0	$90k	-35%	14k	6.56	View chart
Nano Dimension Sponsord Ads New (NNDM)	0.0	$64k	-29%	26k	2.45	View chart
Purple Innovatio (PRPL)	0.0	$58k	+42%	59k	0.99	View chart
Puma Biotechnology (PBYI)	0.0	$49k	+72%	19k	2.55	View chart
3-d Sys Corp Del Com New Call Option (DDD)	0.0	$31k	-76%	11k	2.84	View chart
Tellurian (TELL)	0.0	$24k		25k	0.97	View chart
Acurx Pharmaceuticals (ACXP)	0.0	$20k		10k	1.90	View chart
Prospect Cap Corp Note 6.375% 3/0	0.0	$17k		17k	1.00	View chart
Plby Group Ord (PLBY)	0.0	$12k	-6%	15k	0.76	View chart
Coherus Biosciences (CHRS)	0.0	$11k		10k	1.04	View chart
Kopin Corporation (KOPN)	0.0	$8.0k		11k	0.73	View chart
Know Labs Com New (KNW)	0.0	$5.4k	-30%	19k	0.29	View chart

Past Filings by Patriot Financial Group Insurance Agency

SEC 13F filings are viewable for Patriot Financial Group Insurance Agency going back to 2016

Patriot Financial Group Insurance Agency 2024 Q3 filed Oct. 24, 2024
Patriot Financial Group Insurance Agency 2024 Q2 filed July 26, 2024
Patriot Financial Group Insurance Agency 2024 Q1 filed April 30, 2024
Patriot Financial Group Insurance Agency 2023 Q4 filed Jan. 19, 2024
Patriot Financial Group Insurance Agency 2023 Q3 filed Oct. 19, 2023
Patriot Financial Group Insurance Agency 2023 Q2 filed July 17, 2023
Patriot Financial Group Insurance Agency 2023 Q1 filed April 20, 2023
Patriot Financial Group Insurance Agency 2022 Q4 filed Jan. 17, 2023
Patriot Financial Group Insurance Agency 2022 Q3 filed Nov. 1, 2022
Patriot Financial Group Insurance Agency 2022 Q2 filed July 29, 2022
Patriot Financial Group Insurance Agency 2022 Q1 filed May 11, 2022
Patriot Financial Group Insurance Agency 2021 Q4 filed Jan. 10, 2022
Patriot Financial Group Insurance Agency 2021 Q3 filed Nov. 24, 2021
Patriot Financial Group Insurance Agency 2021 Q2 filed July 30, 2021
Patriot Financial Group Insurance Agency 2021 Q1 filed April 29, 2021
Patriot Financial Group Insurance Agency 2020 Q4 filed Jan. 15, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z