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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, AAPL, IVV, NVDA, GOOG, and represent 11.45% of Patriot Financial Group Insurance Agency's stock portfolio.
Added to shares of these 10 stocks: NFLX (+$5.1M), GOOG, IEMG, DYNF, USTB, BALI, IVE, Unilever, WMT, JNJ.
Started 62 new stock positions in KLAC, WFC.PL, TGT, BMY, SPOT, Unilever, HROW, RKT, MMM, USTB.
Reduced shares in these 10 stocks: GOOGL, UL, EBAY, QUAL, KMX, , QQA, BAC, URI, ELV.
Sold out of its positions in ALB, AAL, AEO, BUD, ACHR, BIO, HRB, SAM, BR, KMX.
Patriot Financial Group Insurance Agency was a net buyer of stock by $54M.
Patriot Financial Group Insurance Agency has $841M in assets under management (AUM), dropping by 7.60%.
Central Index Key (CIK): 0001694883

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Portfolio Holdings for Patriot Financial Group Insurance Agency

Patriot Financial Group Insurance Agency holds 501 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Patriot Financial Group Insurance Agency has 501 total positions. Only the first 250 positions are shown.

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Download the Patriot Financial Group Insurance Agency December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	2.6	$22M	+6%	45k	483.62	View chart
Apple (AAPL)	2.5	$21M		77k	271.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$21M		31k	684.94	View chart
NVIDIA Corporation (NVDA)	2.1	$18M	+5%	97k	186.50	View chart
Alphabet Cap Stk Cl C (GOOG)	1.7	$15M	+28%	46k	313.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$14M	+5%	22k	627.14	View chart
Amazon (AMZN)	1.5	$12M	+14%	54k	230.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$12M	+2%	24k	502.64	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.4	$12M	+29%	199k	60.81	View chart
JPMorgan Chase & Co. (JPM)	1.1	$9.2M	+6%	29k	322.22	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.1	$9.0M	-3%	158k	57.24	View chart
Meta Platforms Cl A (META)	1.1	$9.0M	+11%	14k	660.10	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	1.0	$8.2M	+42%	258k	31.68	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$8.0M	-8%	245k	32.62	View chart
Spdr Series Trust State Street Spd (SPLG)	0.9	$7.9M	+5%	99k	80.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$7.7M		23k	335.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$7.5M		34k	219.78	View chart
Spdr Series Trust State Street Spd (SPYG)	0.8	$7.1M	-3%	67k	106.70	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$7.1M	+12%	57k	123.26	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.8	$7.0M	+2%	59k	118.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$6.9M	-4%	14k	487.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$6.9M	+3%	24k	290.23	View chart
Wells Fargo & Company (WFC)	0.8	$6.8M	+6%	73k	93.20	View chart
Broadcom (AVGO)	0.8	$6.7M	+7%	20k	346.10	View chart
Palantir Technologies Cl A (PLTR)	0.8	$6.7M	+18%	38k	177.75	View chart
Ishares Gold Tr Ishares New (IAU)	0.8	$6.5M	-3%	80k	81.17	View chart
Philip Morris International (PM)	0.8	$6.4M	+9%	40k	160.40	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.8	$6.4M	+6%	153k	41.66	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.7	$6.1M		104k	58.12	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$6.0M		157k	38.11	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.7	$5.9M	-5%	130k	45.57	View chart
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)	0.7	$5.7M	+13%	8.4k	681.92	View chart
Tesla Motors (TSLA)	0.7	$5.7M	+5%	13k	449.72	View chart
Wal-Mart Stores (WMT)	0.7	$5.5M	+47%	50k	111.41	View chart
Netflix (NFLX)	0.7	$5.5M	+1155%	59k	93.76	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$5.5M	+75%	26k	212.07	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$5.4M	-26%	27k	198.62	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$5.3M	+117%	78k	67.22	View chart
Oracle Corporation (ORCL)	0.6	$5.1M		26k	194.91	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.6	$5.1M	-8%	78k	65.48	View chart
Booking Holdings (BKNG)	0.6	$5.0M	+5%	939.00	5358.01	View chart
Costco Wholesale Corporation (COST)	0.6	$5.0M	-13%	5.8k	862.35	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.6	$4.9M	+3%	87k	56.69	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$4.8M	+3%	57k	84.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$4.8M	+6%	48k	99.88	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.6	$4.6M	-4%	43k	107.35	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.5	$4.6M	+4%	49k	92.80	View chart
Exxon Mobil Corporation (XOM)	0.5	$4.5M	+6%	38k	120.34	View chart
Lam Research Corp Com New (LRCX)	0.5	$4.4M	-4%	26k	171.18	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$4.4M	+6%	98k	44.41	View chart
Ge Aerospace Com New (GE)	0.5	$4.3M	+2%	14k	308.03	View chart
Raytheon Technologies Corp (RTX)	0.5	$4.3M	+10%	23k	183.40	View chart
Charles Schwab Corporation (SCHW)	0.5	$4.2M	+10%	42k	99.91	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$4.1M	-5%	89k	46.54	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.5	$4.1M	+3%	156k	26.24	View chart
Johnson & Johnson (JNJ)	0.5	$4.0M	+79%	19k	206.95	View chart
Comcast Corp Cl A (CMCSA)	0.5	$3.8M	+34%	129k	29.89	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.4	$3.7M	+30%	112k	33.30	View chart
Advanced Micro Devices (AMD)	0.4	$3.6M	-11%	17k	214.16	View chart
Mastercard Incorporated Cl A (MA)	0.4	$3.6M	+6%	6.3k	570.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$3.6M	-4%	30k	120.18	View chart
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)	0.4	$3.5M	+22%	100k	34.73	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.4	$3.4M	+9%	89k	38.56	View chart
Abbvie (ABBV)	0.4	$3.4M	+4%	15k	228.49	View chart
Becton, Dickinson and (BDX)	0.4	$3.4M	+19%	17k	194.07	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.4	$3.4M	-19%	96k	35.21	View chart
Newmont Mining Corporation (NEM)	0.4	$3.3M	+12%	33k	99.85	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$3.3M	-8%	13k	252.92	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$3.3M	+11%	42k	77.88	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$3.3M		140k	23.37	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$3.2M		45k	71.41	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.4	$3.2M	+3%	69k	46.29	View chart
Home Depot (HD)	0.4	$3.2M	+28%	9.2k	344.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$3.1M	-52%	10k	312.99	View chart
Medtronic SHS (MDT)	0.4	$3.1M	+13%	32k	96.06	View chart
Visa Com Cl A (V)	0.4	$3.1M	+6%	8.7k	350.69	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$2.9M	+34%	20k	143.52	View chart
ConocoPhillips (COP)	0.3	$2.8M	+12%	30k	93.61	View chart
Omni (OMC)	0.3	$2.8M	+89%	35k	80.75	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$2.8M	+4%	65k	43.64	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$2.8M	+20%	47k	59.28	View chart
Analog Devices (ADI)	0.3	$2.7M	+18%	9.8k	271.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$2.6M	-2%	42k	62.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.6M	+6%	4.2k	614.27	View chart
Novartis Sponsored Adr (NVS)	0.3	$2.6M	+10%	19k	137.87	View chart
Howmet Aerospace (HWM)	0.3	$2.6M	-4%	13k	205.01	View chart
Spdr Series Trust Bloomberg Short (BWZ)	0.3	$2.5M	+9%	93k	27.41	View chart
Aim Etf Products Trust Allianzim Buf 15 (SPBU)	0.3	$2.5M		89k	28.15	View chart
Enbridge (ENB)	0.3	$2.5M	+11%	52k	47.83	View chart
Chevron Corporation (CVX)	0.3	$2.5M	+85%	16k	152.41	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.3	$2.5M	NEW	49k	50.84	View chart
Qualcomm (QCOM)	0.3	$2.5M	+2%	14k	171.05	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.3	$2.5M	+14%	99k	24.87	View chart
Applied Materials (AMAT)	0.3	$2.4M	+3%	9.5k	256.98	View chart
Bank of New York Mellon Corporation (BK)	0.3	$2.4M	-4%	21k	116.09	View chart
General Dynamics Corporation (GD)	0.3	$2.4M	+15%	7.2k	336.65	View chart
Ge Vernova (GEV)	0.3	$2.4M		3.7k	653.52	View chart
Barrick Mng Corp Com Shs (B)	0.3	$2.4M	-3%	54k	43.55	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.4M		9.1k	257.95	View chart
Ishares Euro High Yield (HYXU)	0.3	$2.4M	+9%	44k	53.29	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$2.3M		61k	38.22	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$2.3M	+5%	24k	95.22	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$2.3M	+14%	83k	27.43	View chart
Unilever Spon Adr New	0.3	$2.3M	NEW	35k	65.40	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.3	$2.3M	+2%	359k	6.30	View chart
Spdr Series Trust State Street Spd (SPTM)	0.3	$2.2M		27k	82.50	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$2.2M	+27%	30k	74.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$2.2M	+4%	33k	66.00	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$2.1M	-3%	31k	69.42	View chart
Victory Portfolios Ii Victoryshares Sm (SFLO)	0.3	$2.1M		73k	29.49	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$2.1M	+12%	23k	91.40	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$2.1M		11k	199.68	View chart
Verizon Communications (VZ)	0.3	$2.1M	+67%	52k	40.73	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$2.1M		32k	66.43	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.2	$2.1M	+14%	45k	46.22	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$2.1M	+52%	17k	119.32	View chart
McKesson Corporation (MCK)	0.2	$2.1M	+2%	2.5k	820.39	View chart
Kinross Gold Corp (KGC)	0.2	$1.9M	-6%	68k	28.16	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$1.9M	+171%	8.9k	214.68	View chart
Bank of America Corporation (BAC)	0.2	$1.9M	-40%	35k	55.00	View chart
Cisco Systems (CSCO)	0.2	$1.9M	+224%	25k	77.03	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$1.9M	+14%	52k	35.33	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$1.8M		21k	85.77	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.8M		25k	73.56	View chart
Walt Disney Company (DIS)	0.2	$1.8M	+42%	16k	113.77	View chart
Eli Lilly & Co. (LLY)	0.2	$1.8M	+8%	1.7k	1074.49	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$1.8M	+4%	37k	48.72	View chart
McDonald's Corporation (MCD)	0.2	$1.8M	+76%	5.7k	305.64	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$1.7M	+11%	23k	75.05	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.2	$1.7M	-4%	23k	73.84	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$1.7M		40k	43.25	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$1.7M	+8%	33k	52.77	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$1.7M	-12%	22k	76.92	View chart
Blacksky Technology Cl A New (BKSY)	0.2	$1.7M	-8%	91k	18.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$1.7M	-4%	37k	46.43	View chart
Cigna Corp (CI)	0.2	$1.7M	+7%	6.1k	275.25	View chart
RPM International (RPM)	0.2	$1.7M		16k	104.00	View chart
Dominion Resources Call Option (D)	0.2	$1.7M	NEW	28k	58.59	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$1.7M	-11%	35k	47.02	View chart
Altria (MO)	0.2	$1.7M	+58%	29k	57.66	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.2	$1.6M	+10%	13k	126.46	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.6M	-12%	2.8k	566.36	View chart
Fortinet (FTNT)	0.2	$1.6M		20k	79.41	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$1.6M	+673%	6.4k	250.31	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$1.6M	+4%	32k	49.86	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$1.6M	+2%	34k	46.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$1.5M	+6%	35k	43.92	View chart
Entergy Corporation (ETR)	0.2	$1.5M	+10%	16k	92.43	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$1.5M	+16%	36k	41.78	View chart
Boston Scientific Corporation (BSX)	0.2	$1.5M	-4%	15k	95.35	View chart
Ishares Tr New York Mun Etf (NYF)	0.2	$1.5M	-27%	27k	53.51	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$1.4M	+176%	28k	51.10	View chart
At&t (T)	0.2	$1.4M	+155%	58k	24.84	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$1.4M	-2%	35k	40.72	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$1.4M	-2%	36k	39.12	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$1.4M	-6%	3.0k	453.36	View chart
Coca-Cola Company (KO)	0.2	$1.4M	-26%	20k	69.91	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.2	$1.4M	+17%	26k	53.36	View chart
Bluerock Pvt Real Estate	0.2	$1.4M	NEW	91k	15.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$1.3M	-9%	30k	44.94	View chart
Valero Energy Corporation (VLO)	0.2	$1.3M	NEW	8.3k	162.79	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$1.3M	+5%	31k	43.38	View chart
International Business Machines (IBM)	0.2	$1.3M	+2%	4.5k	296.23	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.2	$1.3M	+16%	29k	45.63	View chart
UnitedHealth (UNH)	0.2	$1.3M	+9%	4.0k	330.08	View chart
Rigetti Computing Common Stock (RGTI)	0.2	$1.3M	-14%	60k	22.15	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.2	$1.3M	-8%	33k	39.59	View chart
Intuit (INTU)	0.2	$1.3M	+4%	1.9k	662.34	View chart
Ford Motor Company (F)	0.2	$1.3M	+130%	97k	13.12	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.2	$1.3M		8.8k	143.89	View chart
Arista Networks Com Shs (ANET)	0.1	$1.3M		9.6k	131.03	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$1.3M	+96%	8.7k	143.97	View chart
Blackrock (BLK)	0.1	$1.2M	+11%	1.2k	1070.12	View chart
Uber Technologies (UBER)	0.1	$1.2M	+17%	15k	81.71	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXP)	0.1	$1.2M		40k	31.55	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.2M		3.6k	343.01	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.2M	+26%	3.1k	396.31	View chart
Truist Financial Corp equities (TFC)	0.1	$1.2M	+6%	25k	49.21	View chart
CVS Caremark Corporation (CVS)	0.1	$1.2M	+17%	16k	79.36	View chart
Servicenow (NOW)	0.1	$1.2M	+465%	8.0k	153.19	View chart
Uipath Cl A Call Option (PATH)	0.1	$1.2M		74k	16.39	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.1	$1.2M		23k	52.44	View chart
Boeing Company (BA)	0.1	$1.2M	+4%	5.5k	217.12	View chart
Lamar Advertising Cl A (LAMR)	0.1	$1.2M	+7%	9.4k	126.59	View chart
Pepsi (PEP)	0.1	$1.2M	-33%	8.3k	143.51	View chart
GSK Sponsored Adr (GSK)	0.1	$1.2M		24k	49.04	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.2M	+8%	14k	85.37	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.2M	-5%	1.5k	753.92	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$1.2M	+10%	25k	47.35	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$1.1M		26k	43.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$1.1M		27k	41.88	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$1.1M	-5%	23k	50.01	View chart
American Electric Power Company (AEP)	0.1	$1.1M	+3%	9.8k	115.31	View chart
Caterpillar (CAT)	0.1	$1.1M	+13%	2.0k	572.93	View chart
Amphenol Corp Cl A (APH)	0.1	$1.1M	+9%	8.1k	135.14	View chart
Procter & Gamble Company (PG)	0.1	$1.1M		7.7k	143.31	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.1M	+5%	9.2k	117.21	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$1.1M	+141%	30k	35.64	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.1M		18k	60.17	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$1.1M	+15%	21k	50.86	View chart
Webster Financial Corporation (WBS)	0.1	$1.1M	-2%	17k	62.94	View chart
Merck & Co (MRK)	0.1	$1.0M		9.9k	105.26	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$1.0M	+115%	13k	77.02	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$1.0M	+3%	22k	46.86	View chart
Huntington Ingalls Inds (HII)	0.1	$1.0M	+23%	3.0k	340.07	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$1.0M		4.5k	223.23	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$1.0M		22k	46.80	View chart
Valmont Industries (VMI)	0.1	$997k		2.5k	402.32	View chart
Eaton Corp SHS (ETN)	0.1	$996k	+18%	3.1k	318.48	View chart
Nextera Energy (NEE)	0.1	$986k	+182%	12k	80.28	View chart
Applovin Corp Com Cl A (APP)	0.1	$984k	NEW	1.5k	673.82	View chart
Linde SHS (LIN)	0.1	$971k	NEW	2.3k	426.39	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$955k	+24%	180k	5.30	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$933k	-3%	53k	17.67	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.1	$931k	+3%	49k	19.15	View chart
Ionq Inc Pipe (IONQ)	0.1	$925k	-21%	21k	44.87	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$923k		28k	32.57	View chart
Kla Corp Com New (KLAC)	0.1	$920k	NEW	757.00	1215.08	View chart
Allegion Ord Shs (ALLE)	0.1	$916k	+31%	5.8k	159.22	View chart
Wec Energy Group (WEC)	0.1	$913k	+6%	8.7k	105.46	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$910k	NEW	7.5k	121.93	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$881k		5.2k	167.94	View chart
Air Products & Chemicals (APD)	0.1	$868k	+20%	3.5k	247.03	View chart
American Tower Reit (AMT)	0.1	$868k	+16%	4.9k	175.59	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$864k	+3%	5.8k	148.98	View chart
Morgan Stanley Com New (MS)	0.1	$860k		4.8k	177.54	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$853k	+3%	29k	29.61	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$827k	+22%	5.6k	146.58	View chart
Union Pacific Corporation (UNP)	0.1	$827k		3.6k	231.33	View chart
Advisorshares Tr Advisorshs Etf (CWS)	0.1	$824k		12k	68.73	View chart
Micron Technology Call Option (MU)	0.1	$799k		2.8k	285.41	View chart
Starbucks Corporation (SBUX)	0.1	$791k	+4%	9.4k	84.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$790k	-2%	8.8k	89.46	View chart
Honeywell International (HON)	0.1	$786k		4.0k	195.09	View chart
Goldman Sachs (GS)	0.1	$768k		873.00	879.16	View chart
Lincoln National Corporation (LNC)	0.1	$764k		17k	44.53	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.1	$760k	+15%	14k	55.57	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$759k	+9%	6.6k	114.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$757k	-2%	14k	53.76	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$756k	+8%	26k	28.82	View chart
Genuine Parts Company (GPC)	0.1	$747k	+11%	6.1k	122.97	View chart
Fidelity National Information Services (FIS)	0.1	$746k	+57%	11k	66.46	View chart
Yum China Holdings (YUMC)	0.1	$741k	+46%	16k	47.74	View chart
M&T Bank Corporation (MTB)	0.1	$735k		3.6k	201.51	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$734k		18k	41.52	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$718k	-2%	13k	56.81	View chart
Warner Music Group Corp Com Cl A (WMG)	0.1	$715k	+43%	23k	30.67	View chart
Profesionally Managed Portfo Akre Focus Etf	0.1	$714k	NEW	11k	65.51	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$713k		18k	39.59	View chart
Rentokil Initial Sponsored Adr (RTO)	0.1	$712k	+2%	24k	29.46	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 Q4 filed Jan. 26, 2026
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

View all past filings

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