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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 MSFT, IVV, AAPL, NVDA, VOO, and represent 11.78% of Patriot Financial Group Insurance Agency's stock portfolio.
Added to shares of these 10 stocks: PVAL, VIG, PLTR, NFLX, COST, ABBV, GE, B, ONEQ, BIV.
Started 54 new stock positions in SPBW, SG, INTU, OKLO, TDVI, GJUL, NUE, NEAR, GTLB, APA.
Reduced shares in these 10 stocks: IVV (-$28M), IVE (-$20M), IJR (-$9.3M), DGRO (-$8.2M), FTEC (-$6.5M), VFLO (-$6.0M), SCHG (-$5.1M), IJJ, GOOGL, IJS.
Sold out of its positions in SIVR, AFRM, COR, ADSK, BMY, CGGR, CGUS, CGMU, CGMS, CGIC.
Patriot Financial Group Insurance Agency was a net seller of stock by $-148M.
Patriot Financial Group Insurance Agency has $781M in assets under management (AUM), dropping by -10.34%.
Central Index Key (CIK): 0001694883

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Portfolio Holdings for Patriot Financial Group Insurance Agency

Patriot Financial Group Insurance Agency holds 488 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	2.8	$22M		42k	517.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.7	$21M	-57%	31k	669.29	View chart
Apple (AAPL)	2.5	$20M	-3%	77k	254.63	View chart
NVIDIA Corporation (NVDA)	2.2	$17M	-8%	92k	186.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$13M	-7%	21k	612.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$12M		24k	502.73	View chart
Amazon (AMZN)	1.3	$10M	-16%	47k	219.57	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$9.3M	-2%	163k	57.10	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.2	$9.1M	+8%	154k	59.20	View chart
Meta Platforms Cl A (META)	1.1	$9.0M	-21%	12k	734.41	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$8.8M	+3%	36k	243.55	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.1	$8.5M	-37%	268k	31.91	View chart
JPMorgan Chase & Co. (JPM)	1.1	$8.5M	-17%	27k	315.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$7.7M	-32%	23k	328.17	View chart
Oracle Corporation (ORCL)	1.0	$7.5M	+17%	27k	281.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$7.4M	+90%	34k	215.79	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.9	$7.3M	-12%	94k	78.34	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$7.3M	-6%	37k	194.50	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.9	$7.2M	+13%	69k	104.51	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$7.1M	-9%	15k	479.62	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.9	$6.9M	+19%	57k	119.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$6.7M	+4%	23k	293.74	View chart
Costco Wholesale Corporation (COST)	0.8	$6.2M	+58%	6.8k	925.63	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$6.1M	-24%	51k	120.72	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.8	$6.1M	+26%	144k	42.60	View chart
Ishares Gold Tr Ishares New (IAU)	0.8	$6.1M	+5%	83k	72.77	View chart
Broadcom (AVGO)	0.8	$6.0M	-12%	18k	329.91	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.8	$6.0M	+6%	104k	57.52	View chart
Philip Morris International (PM)	0.8	$5.9M	+18%	37k	162.20	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.8	$5.9M	+175%	138k	42.72	View chart
Palantir Technologies Cl A (PLTR)	0.7	$5.8M	+138%	32k	182.42	View chart
Wells Fargo & Company (WFC)	0.7	$5.7M	+2%	69k	83.82	View chart
Blackrock Etf Trust Ishares Advantag (BALI)	0.7	$5.7M	+5%	181k	31.74	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$5.7M	+2%	157k	36.35	View chart
Netflix (NFLX)	0.7	$5.7M	+144%	4.7k	1198.83	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.7	$5.5M	-4%	85k	64.69	View chart
Tesla Motors (TSLA)	0.7	$5.3M	-21%	12k	444.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$5.2M	-46%	21k	243.10	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$4.9M	+22%	7.3k	666.20	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.6	$4.9M	+6%	45k	107.44	View chart
Booking Holdings (BKNG)	0.6	$4.8M	-17%	891.00	5402.16	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.6	$4.7M		84k	55.71	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$4.5M	+14%	55k	82.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$4.5M	+13%	45k	100.25	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.6	$4.4M		47k	93.75	View chart
Ishares Tr Core Total Usd (IUSB)	0.6	$4.4M	-20%	94k	46.71	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.6	$4.3M	+18%	119k	36.30	View chart
Ge Aerospace Com New (GE)	0.5	$4.1M	+95%	14k	300.82	View chart
Exxon Mobil Corporation (XOM)	0.5	$4.0M	-5%	36k	112.75	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$4.0M	+47%	92k	42.79	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.5	$3.9M	+4%	151k	25.85	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$3.7M	-71%	31k	118.83	View chart
Charles Schwab Corporation (SCHW)	0.5	$3.6M	-30%	38k	95.47	View chart
Lam Research Corp Com New (LRCX)	0.5	$3.6M	+37%	27k	133.90	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$3.6M	+7%	14k	247.11	View chart
Raytheon Technologies Corp (RTX)	0.5	$3.5M		21k	167.33	View chart
Wal-Mart Stores (WMT)	0.4	$3.5M	-23%	34k	103.06	View chart
Mastercard Incorporated Cl A (MA)	0.4	$3.3M	+43%	5.9k	568.81	View chart
Abbvie (ABBV)	0.4	$3.3M	+184%	14k	231.55	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$3.2M	+7%	138k	23.47	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.4	$3.1M	+3%	67k	46.41	View chart
Advanced Micro Devices (AMD)	0.4	$3.1M	+88%	19k	161.79	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$3.1M	-13%	46k	67.83	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.4	$3.1M	+4%	81k	37.86	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$3.1M	-86%	15k	206.51	View chart
Comcast Corp Cl A (CMCSA)	0.4	$3.0M	-17%	96k	31.42	View chart
Bank of America Corporation (BAC)	0.4	$3.0M	-9%	58k	51.59	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$3.0M	+142%	38k	78.09	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.4	$2.9M	+33%	86k	34.16	View chart
Home Depot (HD)	0.4	$2.9M	+118%	7.1k	405.20	View chart
Visa Com Cl A (V)	0.4	$2.8M	-43%	8.2k	341.37	View chart
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)	0.4	$2.8M		82k	33.90	View chart
Becton, Dickinson and (BDX)	0.3	$2.7M		15k	187.18	View chart
Medtronic SHS (MDT)	0.3	$2.7M	-12%	28k	95.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$2.6M	-30%	44k	59.92	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$2.6M	-5%	62k	42.03	View chart
Howmet Aerospace (HWM)	0.3	$2.6M	-9%	13k	196.22	View chart
ConocoPhillips (COP)	0.3	$2.5M	+8%	27k	94.59	View chart
Newmont Mining Corporation (NEM)	0.3	$2.5M	-13%	30k	84.31	View chart
Aim Etf Products Trust Allianzim Buf 15 (SPBU)	0.3	$2.5M	-3%	89k	27.70	View chart
eBay (EBAY)	0.3	$2.5M	-33%	27k	90.95	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.3	$2.4M		351k	6.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.4M	-3%	4.0k	600.39	View chart
Bank of New York Mellon Corporation (BK)	0.3	$2.4M		22k	108.96	View chart
Spdr Series Trust Bloomberg Short (BWZ)	0.3	$2.4M	+40%	85k	27.82	View chart
Enbridge (ENB)	0.3	$2.4M	+5%	47k	50.46	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$2.4M	-9%	36k	65.92	View chart
Qualcomm (QCOM)	0.3	$2.3M	-48%	14k	166.36	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.3M	+22%	9.0k	254.28	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$2.3M	+3%	60k	37.70	View chart
Ishares Intl High Yield (HYXU)	0.3	$2.3M	+47%	41k	55.61	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$2.2M	+125%	39k	57.52	View chart
Ge Vernova (GEV)	0.3	$2.2M	+86%	3.6k	614.82	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$2.2M	+9%	23k	95.15	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$2.2M	-2%	25k	86.30	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$2.2M	-78%	32k	68.08	View chart
Unilever Spon Adr New (UL)	0.3	$2.2M	+14%	37k	59.28	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.3	$2.2M	-2%	27k	80.65	View chart
Novartis Sponsored Adr (NVS)	0.3	$2.2M	+8%	17k	128.24	View chart
Victory Portfolios Ii Victoryshares Sm (SFLO)	0.3	$2.1M	-4%	73k	29.11	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.3	$2.1M		86k	24.77	View chart
General Dynamics Corporation (GD)	0.3	$2.1M	+13%	6.2k	341.02	View chart
Rigetti Computing Common Stock (RGTI)	0.3	$2.1M	-9%	71k	29.79	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$2.1M	+241%	15k	140.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$2.1M	-59%	32k	65.26	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.3	$2.0M		31k	65.00	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$2.0M	-31%	10k	195.86	View chart
Analog Devices (ADI)	0.3	$2.0M	+3%	8.3k	245.69	View chart
Ishares Tr New York Mun Etf (NYF)	0.3	$2.0M	+21%	38k	53.35	View chart
Blacksky Technology Cl A New (BKSY)	0.3	$2.0M	-16%	99k	20.15	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$2.0M	+3%	73k	27.30	View chart
Johnson & Johnson (JNJ)	0.3	$2.0M	+20%	11k	185.42	View chart
McKesson Corporation (MCK)	0.2	$1.9M	+17%	2.4k	772.66	View chart
RPM International (RPM)	0.2	$1.9M		16k	117.88	View chart
Applied Materials (AMAT)	0.2	$1.9M	+85%	9.2k	204.73	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.2	$1.8M	+13%	40k	46.63	View chart
Barrick Mng Corp Com Shs (B)	0.2	$1.8M	NEW	56k	32.77	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$1.8M	NEW	21k	89.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$1.8M	-2%	40k	45.80	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.2	$1.8M		25k	73.79	View chart
Kinross Gold Corp (KGC)	0.2	$1.8M	-14%	73k	24.85	View chart
Coca-Cola Company (KO)	0.2	$1.8M	+56%	27k	66.32	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.8M	+72%	25k	71.37	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$1.8M	+7%	39k	45.60	View chart
Pepsi (PEP)	0.2	$1.7M	-17%	12k	140.44	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.7M	-21%	23k	74.37	View chart
Fortinet (FTNT)	0.2	$1.7M		20k	84.08	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$1.7M		40k	42.47	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$1.7M	+5%	35k	48.30	View chart
Cigna Corp (CI)	0.2	$1.6M	+2%	5.7k	288.24	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$1.6M	+221%	21k	76.40	View chart
Ionq Inc Pipe (IONQ)	0.2	$1.6M	-14%	26k	61.50	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$1.6M	-17%	46k	34.72	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$1.6M	+11%	30k	53.24	View chart
Boston Scientific Corporation (BSX)	0.2	$1.6M	+8%	16k	97.63	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$1.5M	-48%	33k	46.81	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$1.5M	+4%	21k	73.29	View chart
CarMax (KMX)	0.2	$1.5M	-10%	34k	44.87	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.2	$1.5M		23k	64.81	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$1.5M	+4%	31k	48.86	View chart
Omni (OMC)	0.2	$1.5M	+25%	18k	81.53	View chart
Sanofi Sa Sponsored Adr (SNY)	0.2	$1.5M	+5%	32k	47.20	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.2	$1.5M	+14%	12k	125.01	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.5M	+601%	3.2k	447.23	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$1.4M		33k	43.91	View chart
Anthem (ELV)	0.2	$1.4M	-31%	4.5k	323.09	View chart
Arista Networks Com Shs (ANET)	0.2	$1.4M	NEW	9.8k	145.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$1.4M		36k	39.69	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$1.4M	-2%	37k	38.36	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.2	$1.4M		36k	38.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$1.4M		32k	43.10	View chart
Entergy Corporation (ETR)	0.2	$1.4M	+8%	15k	93.19	View chart
Chevron Corporation (CVX)	0.2	$1.4M	-11%	8.9k	155.28	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$1.4M		11k	121.06	View chart
Verizon Communications (VZ)	0.2	$1.4M	-5%	31k	43.95	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$1.3M	-30%	4.5k	297.91	View chart
Invesco Actively Managed Exc Qqq Income Advan (QQA)	0.2	$1.3M	-38%	25k	52.62	View chart
Servicenow (NOW)	0.2	$1.3M	NEW	1.4k	920.28	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.2	$1.3M	+157%	8.9k	145.61	View chart
Uber Technologies (UBER)	0.2	$1.3M	NEW	13k	97.97	View chart
Walt Disney Company (DIS)	0.2	$1.3M	-56%	11k	114.50	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$1.3M	+5%	3.3k	391.64	View chart
UnitedHealth (UNH)	0.2	$1.3M	-30%	3.7k	345.32	View chart
Intuit (INTU)	0.2	$1.3M	NEW	1.9k	682.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$1.3M		31k	41.06	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$1.2M	-46%	4.4k	281.85	View chart
International Business Machines (IBM)	0.2	$1.2M	-2%	4.4k	282.15	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$1.2M	+13%	24k	51.23	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$1.2M		29k	42.02	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.2M	+5%	1.6k	746.58	View chart
Aim Etf Products Trust Allianzim Us Lrg (SIXP)	0.2	$1.2M	+34%	40k	30.81	View chart
Blackrock (BLK)	0.2	$1.2M	-22%	1.0k	1166.12	View chart
Altria (MO)	0.2	$1.2M	-15%	18k	66.06	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$1.2M	+25%	3.6k	332.87	View chart
Adobe Systems Incorporated (ADBE)	0.2	$1.2M	+7%	3.4k	352.75	View chart
Soundhound Ai Class A Com (SOUN)	0.2	$1.2M		74k	16.08	View chart
Eli Lilly & Co. (LLY)	0.2	$1.2M	+18%	1.5k	762.75	View chart
Procter & Gamble Company (PG)	0.1	$1.2M	-10%	7.6k	153.66	View chart
Boeing Company (BA)	0.1	$1.1M	-16%	5.3k	215.83	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.1	$1.1M	+21%	25k	45.11	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.1	$1.1M	+13%	22k	52.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$1.1M	-3%	28k	41.15	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$1.1M		26k	42.95	View chart
United Rentals (URI)	0.1	$1.1M	-2%	1.1k	954.56	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.1M		8.8k	123.75	View chart
Lamar Advertising Cl A (LAMR)	0.1	$1.1M	+2%	8.8k	122.42	View chart
American Electric Power Company (AEP)	0.1	$1.1M	+333%	9.5k	112.50	View chart
Truist Financial Corp equities (TFC)	0.1	$1.1M	-5%	23k	45.72	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$1.1M	-16%	22k	47.52	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.0M	-2%	18k	57.47	View chart
Amgen (AMGN)	0.1	$1.0M	-18%	3.7k	282.24	View chart
Webster Financial Corporation (WBS)	0.1	$1.0M	-2%	17k	59.44	View chart
GSK Sponsored Adr (GSK)	0.1	$1.0M	+9%	24k	43.16	View chart
Uipath Cl A (PATH)	0.1	$1.0M	+249%	75k	13.38	View chart
CVS Caremark Corporation (CVS)	0.1	$989k	-23%	13k	75.39	View chart
McDonald's Corporation (MCD)	0.1	$988k	+4%	3.3k	303.92	View chart
Eaton Corp SHS (ETN)	0.1	$986k	-19%	2.6k	374.21	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$985k	+14%	22k	45.76	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$982k	+23%	21k	46.32	View chart
Pfizer (PFE)	0.1	$972k	-12%	38k	25.48	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$972k	+48%	13k	76.45	View chart
Valmont Industries (VMI)	0.1	$961k	+58%	2.5k	387.73	View chart
Wec Energy Group (WEC)	0.1	$934k	+2%	8.2k	114.59	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$928k	-16%	55k	17.01	View chart
Amphenol Corp Cl A (APH)	0.1	$920k	NEW	7.4k	123.75	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.1	$901k	+26%	47k	19.13	View chart
H&R Block (HRB)	0.1	$899k	+13%	18k	50.57	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$897k	+71%	18k	49.39	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$893k	+11%	28k	31.53	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$871k		5.3k	164.54	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$871k	-4%	2.5k	355.47	View chart
Bumble Com Cl A (BMBL)	0.1	$855k	+9%	140k	6.09	View chart
Intel Corporation (INTC)	0.1	$849k	-11%	25k	33.55	View chart
Merck & Co (MRK)	0.1	$836k	-32%	10k	83.93	View chart
Honeywell International (HON)	0.1	$836k	+12%	4.0k	210.51	View chart
Union Pacific Corporation (UNP)	0.1	$829k	-2%	3.5k	236.37	View chart
Caterpillar (CAT)	0.1	$829k	-9%	1.7k	477.26	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$825k	-3%	4.6k	178.73	View chart
Advisorshares Tr Advisorshs Etf (CWS)	0.1	$823k		12k	68.63	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$818k	+3%	5.6k	145.60	View chart
Citigroup Com New (C)	0.1	$817k	-8%	8.0k	101.50	View chart
American Tower Reit (AMT)	0.1	$816k	-7%	4.2k	192.32	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$813k	+9%	28k	29.11	View chart
Air Products & Chemicals (APD)	0.1	$798k	-49%	2.9k	272.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$794k	-69%	9.1k	87.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$779k	-34%	14k	54.18	View chart
Allegion Ord Shs (ALLE)	0.1	$777k	+8%	4.4k	177.35	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$776k		2.6k	293.74	View chart
Morgan Stanley Com New (MS)	0.1	$764k		4.8k	158.95	View chart
Starbucks Corporation (SBUX)	0.1	$763k	-57%	9.0k	84.60	View chart
Genuine Parts Company (GPC)	0.1	$757k		5.5k	138.59	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$724k	+3%	17k	41.78	View chart
United Parcel Service CL B (UPS)	0.1	$719k	+9%	8.6k	83.53	View chart
M&T Bank Corporation (MTB)	0.1	$719k		3.6k	197.60	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$718k	+11%	13k	55.33	View chart
Eversource Energy (ES)	0.1	$700k	-2%	9.8k	71.14	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$695k		18k	38.57	View chart
Lincoln National Corporation (LNC)	0.1	$695k	-5%	17k	40.33	View chart
Huntington Ingalls Inds (HII)	0.1	$694k	-10%	2.4k	287.92	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$694k	+6%	7.5k	92.40	View chart
Goldman Sachs (GS)	0.1	$691k	-40%	868.00	796.22	View chart
Sempra Energy (SRE)	0.1	$691k		7.7k	89.98	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$687k	-33%	2.5k	271.10	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$686k		1.9k	365.45	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$682k	+34%	3.3k	209.24	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$669k	+5%	6.0k	110.65	View chart
Capital One Financial (COF)	0.1	$663k	-12%	3.1k	212.56	View chart
Texas Instruments Incorporated (TXN)	0.1	$659k	-16%	3.6k	183.74	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$656k	-9%	144k	4.54	View chart
At&t (T)	0.1	$637k	-15%	23k	28.24	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.1	$623k	+121%	12k	52.69	View chart
V.F. Corporation (VFC)	0.1	$613k	+45%	43k	14.43	View chart
Ishares Msci Brazil Etf (EWZ)	0.1	$609k	+36%	20k	31.00	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$606k	NEW	6.8k	89.37	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$606k	-5%	14k	44.57	View chart
Ingredion Incorporated (INGR)	0.1	$604k	+9%	4.9k	122.10	View chart
American Express Company (AXP)	0.1	$595k	+8%	1.8k	332.19	View chart
Rentokil Initial Sponsored Adr (RTO)	0.1	$594k	+41%	24k	25.25	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$575k		7.9k	72.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$571k	-19%	17k	33.42	View chart
Tortoise Capital Series Trus Energy Fd (TNGY)	0.1	$569k	-2%	63k	9.07	View chart
TJX Companies (TJX)	0.1	$568k		3.9k	144.54	View chart
Edison International (EIX)	0.1	$567k	+2%	10k	55.28	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$563k		10k	54.76	View chart
Warner Music Group Corp Com Cl A (WMG)	0.1	$554k	+2%	16k	34.06	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$553k	+6%	5.8k	95.20	View chart
Fidelity Covington Trust Int Vl Fct Etf (FIVA)	0.1	$550k	NEW	18k	31.28	View chart
Voyager Therapeutics (VYGR)	0.1	$548k	-3%	117k	4.67	View chart
Fiserv (FI)	0.1	$547k	-44%	4.2k	128.93	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$543k		3.6k	150.86	View chart
Victorias Secret And Common Stock (VSCO)	0.1	$540k	+65%	20k	27.14	View chart
Verisign (VRSN)	0.1	$525k	+11%	1.9k	279.60	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$525k		11k	46.93	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$525k	NEW	10k	51.28	View chart
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)	0.1	$524k		15k	34.23	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.1	$519k		7.8k	66.74	View chart
Prudential Financial (PRU)	0.1	$519k	-3%	5.0k	103.73	View chart
Cisco Systems (CSCO)	0.1	$517k	-14%	7.6k	68.42	View chart
Diamondback Energy (FANG)	0.1	$514k	+3%	3.6k	143.09	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.1	$511k	NEW	7.5k	67.96	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$510k		3.0k	170.84	View chart
Bio Rad Labs Cl A (BIO)	0.1	$506k	+25%	1.8k	280.39	View chart
Toyota Motor Corp Ads (TM)	0.1	$506k		2.6k	191.09	View chart
Ford Motor Company (F)	0.1	$505k	-23%	42k	11.96	View chart
Occidental Petroleum Corporation (OXY)	0.1	$505k	-17%	11k	47.25	View chart
Dell Technologies CL C (DELL)	0.1	$505k	+2%	3.6k	141.75	View chart
Jackson Financial Com Cl A (JXN)	0.1	$494k	-2%	4.9k	101.23	View chart
Nxp Semiconductors N V (NXPI)	0.1	$494k	-48%	2.2k	227.73	View chart
Lockheed Martin Corporation (LMT)	0.1	$494k	+9%	989.00	499.13	View chart
Oklo Com Cl A (OKLO)	0.1	$493k	NEW	4.4k	111.63	View chart
Ameriprise Financial (AMP)	0.1	$491k		999.00	491.25	View chart
salesforce (CRM)	0.1	$488k	-64%	2.1k	237.05	View chart
Micron Technology (MU)	0.1	$475k	-5%	2.8k	167.34	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$474k		3.8k	125.95	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$473k	-9%	24k	19.53	View chart
Fidelity National Information Services (FIS)	0.1	$471k	+3%	7.1k	65.94	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$470k	+27%	4.6k	102.99	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$469k	NEW	6.0k	78.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$469k	NEW	12k	40.56	View chart
Broadridge Financial Solutions (BR)	0.1	$466k	-17%	2.0k	238.13	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$465k	NEW	5.7k	81.19	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$465k	NEW	6.2k	75.11	View chart
Automatic Data Processing (ADP)	0.1	$463k	-8%	1.6k	293.46	View chart
Freeport-mcmoran CL B (FCX)	0.1	$463k		12k	39.22	View chart
Yum China Holdings (YUMC)	0.1	$456k	+7%	11k	42.92	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$454k	-7%	13k	35.48	View chart
Wyndham Hotels And Resorts (WH)	0.1	$448k		5.6k	79.90	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.1	$438k		4.6k	94.32	View chart
Global X Fds Global X Uranium (URA)	0.1	$434k	NEW	9.1k	47.67	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$432k	-45%	13k	34.65	View chart
Sofi Technologies (SOFI)	0.1	$431k	-2%	16k	26.42	View chart
Grupo Cibest Sa Spon Ads (CIB)	0.1	$430k		8.3k	51.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$429k	NEW	9.2k	46.70	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.1	$428k	-6%	1.4k	297.16	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.1	$425k		4.7k	90.98	View chart
Nucor Corporation (NUE)	0.1	$425k	NEW	3.1k	135.43	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$423k	-48%	4.7k	89.34	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$423k	-11%	8.6k	49.31	View chart
Aim Etf Products Trust Allianzim U S La (SIXD)	0.1	$422k		15k	28.34	View chart
Nano Nuclear Energy (NNE)	0.1	$418k	-2%	11k	38.56	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$418k	NEW	6.0k	70.24	View chart
Toll Brothers (TOL)	0.1	$415k	NEW	3.0k	138.14	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$412k	-8%	425.00	968.57	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$409k	-2%	7.2k	56.86	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$408k		3.8k	106.49	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$407k	-5%	4.2k	96.56	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.1	$406k		28k	14.44	View chart
Us Bancorp Del Com New (USB)	0.1	$406k	-6%	8.4k	48.33	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$398k		8.3k	48.03	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$395k		7.8k	50.70	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$394k		3.7k	106.78	View chart
Lowe's Companies (LOW)	0.0	$390k	-25%	1.6k	251.33	View chart
Comerica Incorporated (CMA)	0.0	$386k		5.6k	68.52	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$385k		3.5k	111.23	View chart
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)	0.0	$384k		12k	32.99	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$381k		2.7k	142.11	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$380k		2.6k	145.65	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$377k		805.00	468.37	View chart
Kraneshares Trust Global Humanoid (KOID)	0.0	$374k	NEW	12k	32.08	View chart
Valaris Cl A (VAL)	0.0	$372k	+4%	7.6k	48.77	View chart
Noble Corp Ord Shs A (NE)	0.0	$371k	NEW	13k	28.28	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$370k	-91%	1.3k	279.29	View chart
Carrier Global Corporation (CARR)	0.0	$370k		6.2k	59.70	View chart
AFLAC Incorporated (AFL)	0.0	$364k	-17%	3.3k	111.69	View chart
Jd.com Spon Ads Cl A (JD)	0.0	$362k	-52%	10k	34.98	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$362k	+14%	3.7k	99.11	View chart
Unum (UNM)	0.0	$361k		4.6k	77.79	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.0	$361k		8.1k	44.42	View chart
Constellation Energy (CEG)	0.0	$357k	-22%	1.1k	329.20	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$355k	+18%	24k	14.98	View chart
CSX Corporation (CSX)	0.0	$350k	-31%	9.8k	35.51	View chart
Frontdoor (FTDR)	0.0	$348k		5.2k	67.29	View chart
Fomento Economico Mexicano S Spon Adr Units (FMX)	0.0	$346k	NEW	3.5k	98.63	View chart
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ)	0.0	$346k	NEW	10k	33.34	View chart
Apa Corporation (APA)	0.0	$345k	NEW	14k	24.28	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$337k	+20%	17k	19.80	View chart
General Motors Company (GM)	0.0	$333k	-7%	5.5k	60.97	View chart
Sei Exchange Traded Funds Select Intl Equi (SEIE)	0.0	$333k	-3%	11k	30.51	View chart
Charles River Laboratories (CRL)	0.0	$332k	+4%	2.1k	156.46	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$331k	-72%	2.9k	113.89	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$330k	-8%	11k	31.51	View chart
Renatus Tactical Acquis Unit 05/15/2030 (RTACU)	0.0	$330k	+6%	29k	11.44	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$330k	+4%	14k	23.56	View chart
Fluor Corporation (FLR)	0.0	$328k	-4%	7.8k	42.07	View chart
Nextera Energy (NEE)	0.0	$328k	-7%	4.3k	75.48	View chart
Snap Cl A Call Option (SNAP)	0.0	$327k	+54%	43k	7.71	View chart
Nuveen Real (JRI)	0.0	$327k		23k	14.25	View chart
Parker-Hannifin Corporation (PH)	0.0	$327k		431.00	758.16	View chart
Abbott Laboratories (ABT)	0.0	$322k		2.4k	133.94	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$320k	-3%	6.9k	46.24	View chart
Marvell Technology (MRVL)	0.0	$317k	-5%	3.8k	84.07	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$317k	-14%	5.5k	57.31	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$316k		13k	24.40	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$315k	+36%	6.0k	52.30	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$312k	NEW	3.9k	79.93	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$311k	-7%	1.6k	189.71	View chart
Texas Pacific Land Corp (TPL)	0.0	$309k	NEW	331.00	933.64	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$307k	+41%	1.5k	208.67	View chart
Wayfair Cl A (W)	0.0	$305k	-61%	3.4k	89.32	View chart
Coinbase Global Com Cl A (COIN)	0.0	$304k	NEW	900.00	337.49	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$304k	NEW	1.0k	297.71	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$303k		7.4k	41.11	View chart
American Eagle Outfitters (AEO)	0.0	$297k	NEW	17k	17.11	View chart
Labcorp Holdings Com Shs (LH)	0.0	$296k	-3%	1.0k	286.93	View chart
Central Europe and Russia Fund (CEE)	0.0	$292k	-2%	19k	15.36	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$290k	-3%	1.2k	239.64	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$289k	-54%	6.8k	42.76	View chart
Ishares Tr Europe Etf (IEV)	0.0	$287k	-38%	4.4k	65.48	View chart
Stanley Black & Decker (SWK)	0.0	$285k		3.8k	74.32	View chart
Silicon Motion Technology Sponsored Adr (SIMO)	0.0	$285k		3.0k	94.82	View chart
Mp Materials Corp Com Cl A (MP)	0.0	$284k	NEW	4.2k	67.07	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$284k	+6%	35k	8.20	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$282k	+16%	5.6k	50.01	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.0	$280k	+18%	15k	18.24	View chart
Sei Exchange Traded Funds Dbi Multi-strgy	0.0	$279k	NEW	11k	25.39	View chart
Aim Etf Products Trust Us Lrgcp B10 Apr (APRT)	0.0	$277k		6.8k	40.71	View chart
Stryker Corporation (SYK)	0.0	$276k	+3%	745.00	369.75	View chart
Hanesbrands (HBI)	0.0	$274k	+29%	42k	6.59	View chart
Casella Waste Sys Cl A (CWST)	0.0	$272k		2.9k	94.88	View chart
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT)	0.0	$272k		6.4k	42.61	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.0	$271k		6.1k	44.35	View chart
Docusign (DOCU)	0.0	$271k	-63%	3.8k	72.09	View chart
Cantor Equity Partners I Shs Cl A (CEPO)	0.0	$266k	-41%	26k	10.46	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$266k	-22%	4.4k	60.03	View chart
Boston Beer Cl A (SAM)	0.0	$265k	NEW	1.3k	211.42	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$264k		6.9k	38.29	View chart
Aim Etf Products Trust Allianzim 6 Mont (SPBX)	0.0	$264k		9.8k	26.86	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$263k	-33%	6.0k	43.78	View chart
Flexshares Tr Us Quality Cap (QLC)	0.0	$262k	-4%	3.4k	77.97	View chart
Ptc (PTC)	0.0	$262k		1.3k	203.02	View chart
Establishment Labs Holdings Ord (ESTA)	0.0	$261k	+5%	6.4k	40.99	View chart
Ishares Emng Mkts Eqt (EMGF)	0.0	$260k		4.6k	56.58	View chart
Kkr & Co (KKR)	0.0	$259k	+5%	2.0k	129.96	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$257k	+17%	4.8k	53.03	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$257k	NEW	15k	17.16	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$256k		3.1k	82.96	View chart
Aim Etf Products Trust Allianzim Us Equ (ARLU)	0.0	$256k	-37%	8.6k	29.78	View chart
Albemarle Corporation (ALB)	0.0	$254k	NEW	3.1k	81.08	View chart
MetLife (MET)	0.0	$254k	-17%	3.1k	82.37	View chart
Cantor Equity Partners Ii In Cl A Ord Shs (CEPT)	0.0	$253k	-8%	24k	10.51	View chart
Ares Capital Corporation (ARCC)	0.0	$253k	-3%	12k	20.41	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$250k	-45%	1.3k	186.52	View chart
Hartford Financial Services (HIG)	0.0	$250k		1.9k	133.42	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.0	$249k	NEW	11k	23.71	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$248k	-2%	8.9k	27.90	View chart
Blackrock Capital Allocation Trust (BCAT)	0.0	$246k		17k	14.79	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.0	$246k	+15%	8.4k	29.29	View chart
O'reilly Automotive (ORLY)	0.0	$245k		2.3k	107.81	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$244k	NEW	446.00	546.75	View chart
Trane Technologies SHS (TT)	0.0	$242k	-17%	574.00	421.96	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$242k	-76%	3.3k	73.47	View chart
Fortrea Hldgs Common Stock (FTRE)	0.0	$242k	+103%	29k	8.42	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.0	$239k	-71%	7.0k	34.17	View chart
DTE Energy Company (DTE)	0.0	$237k		1.7k	141.42	View chart
Nuveen Dynamic Mun Opportuni Com Shs (NDMO)	0.0	$232k	+2%	22k	10.39	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$232k	-2%	7.1k	32.79	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$228k	-81%	7.1k	32.07	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.0	$225k	-17%	7.8k	28.89	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.0	$224k	-2%	3.8k	59.61	View chart
Phillips 66 (PSX)	0.0	$222k	-26%	1.6k	136.04	View chart
Thermo Fisher Scientific (TMO)	0.0	$221k	-15%	456.00	485.02	View chart
Aim Etf Products Trust Allianzim Us Eqt (OCTU)	0.0	$221k		7.9k	27.99	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$220k		1.7k	130.28	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.0	$220k	NEW	7.7k	28.65	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$220k	+9%	3.7k	59.69	View chart
Manulife Finl Corp (MFC)	0.0	$218k	+8%	7.0k	31.15	View chart
Spdr Series Trust S&p Homebuild (XHB)	0.0	$217k	NEW	2.0k	110.80	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.0	$216k	NEW	1.8k	120.66	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.0	$215k	NEW	3.6k	59.61	View chart
Amplify Etf Tr Onlin Retl Etf (IBUY)	0.0	$214k	NEW	2.8k	76.16	View chart
Cameco Corporation (CCJ)	0.0	$214k	-37%	2.6k	83.87	View chart
Banco Santander Chile Sp Adr Rep Com (BSAC)	0.0	$212k	NEW	8.0k	26.50	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$212k	-25%	825.00	256.45	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$211k		3.9k	53.86	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.0	$210k	NEW	2.0k	107.25	View chart
Consolidated Edison (ED)	0.0	$210k		2.1k	100.53	View chart
Otis Worldwide Corp (OTIS)	0.0	$209k		2.3k	91.42	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$207k		4.3k	48.19	View chart
Universal Corporation (UVV)	0.0	$207k	NEW	3.7k	55.87	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.0	$206k		10k	20.08	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$206k	NEW	2.1k	97.81	View chart
Hormel Foods Corporation (HRL)	0.0	$205k		8.3k	24.74	View chart
Aim Etf Products Trust Allianzim Buffer (SPBW)	0.0	$203k	NEW	7.5k	26.89	View chart
Gitlab Class A Com (GTLB)	0.0	$202k	NEW	4.5k	45.08	View chart
Tripadvisor (TRIP)	0.0	$200k	NEW	12k	16.26	View chart
Ecopetrol S A Sponsored Ads (EC)	0.0	$195k	+7%	21k	9.21	View chart
Barings Bdc (BBDC)	0.0	$194k		22k	8.76	View chart
Sable Offshore Corp Com Shs (SOC)	0.0	$187k	NEW	11k	17.46	View chart
Purecycle Technologies (PCT)	0.0	$183k	+36%	14k	13.15	View chart
Overstock (BBBY)	0.0	$181k	+7%	19k	9.79	View chart
Fs Kkr Capital Corp (FSK)	0.0	$172k	-61%	12k	14.93	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$171k		14k	12.29	View chart
Evolv Technologies Hldngs In Com Cl A (EVLV)	0.0	$157k	NEW	21k	7.55	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$141k	-39%	15k	9.58	View chart
Blend Labs Cl A (BLND)	0.0	$130k	NEW	36k	3.65	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.0	$127k	-30%	21k	6.09	View chart
American Airls (AAL)	0.0	$116k	-16%	10k	11.24	View chart
Clough Global Opportunities Sh Ben Int (GLO)	0.0	$115k		20k	5.70	View chart
Vale S A Sponsored Ads (VALE)	0.0	$109k	-33%	10k	10.86	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$106k		10k	10.17	View chart
Brightspire Capital Com Cl A (BRSP)	0.0	$93k		17k	5.43	View chart
Sweetgreen Com Cl A (SG)	0.0	$82k	NEW	10k	7.98	View chart
Editas Medicine (EDIT)	0.0	$52k		15k	3.47	View chart
3-d Sys Corp Del Com New (DDD)	0.0	$38k	-43%	13k	2.90	View chart
Maravai Lifesciences Hldgs I Com Cl A (MRVI)	0.0	$35k	-35%	12k	2.87	View chart
Kopin Corporation (KOPN)	0.0	$27k		11k	2.43	View chart
Plby Group Ord (PLBY)	0.0	$16k	-65%	11k	1.47	View chart
Ree Automotive Shs Cl A New (REE)	0.0	$13k		18k	0.73	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 2025 Q3 filed Oct. 8, 2025
Patriot Financial Group Insurance Agency 2025 Q2 filed July 21, 2025
Patriot Financial Group Insurance Agency 2025 Q1 filed April 14, 2025
Patriot Financial Group Insurance Agency 2024 Q4 filed Jan. 22, 2025
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

View all past filings

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