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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 AAPL, IVV, NVDA, MSFT, GOOG, and represent 11.42% of Patriot Financial Group Insurance Agency's stock portfolio.
Added to shares of these 10 stocks: MU (+$5.7M), BKNG (+$5.7M), VUG, VO, FEOE, KLAC, AON, VGT, IALT, IDEF.
Started 25 new stock positions in IP, SCI, IALT, MAYW, COWG, VTEB, SPHY, TROW, PANW, PULS.
Reduced shares in these 10 stocks: AAPL (-$24M), IVV (-$22M), NVDA (-$21M), GOOG (-$20M), MSFT (-$17M), DYNF (-$14M), AMZN (-$14M), VOO (-$14M), , BRK.B (-$12M).
Sold out of its positions in ASPI, ACIW, AVK, SPBX, OCTW, BABA, COR, IBUY, HACK, IDVO.
Patriot Financial Group Insurance Agency was a net seller of stock by $-953M.
Patriot Financial Group Insurance Agency has $974M in assets under management (AUM), dropping by -45.10%.
Central Index Key (CIK): 0001694883

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Portfolio Holdings for Patriot Financial Group Insurance Agency

Patriot Financial Group Insurance Agency holds 489 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	2.6	$26M	-48%	89k	289.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$24M	-48%	32k	748.88	View chart
NVIDIA Corporation (NVDA)	2.4	$23M	-47%	116k	200.09	View chart
Microsoft Corporation (MSFT)	2.0	$20M	-46%	53k	373.37	View chart
Alphabet Cap Stk Cl C (GOOG)	2.0	$19M	-51%	54k	353.33	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$19M	-41%	28k	686.81	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.7	$17M	-46%	242k	68.01	View chart
Amazon (AMZN)	1.5	$14M	-48%	60k	238.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$13M	-47%	27k	500.39	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.4	$13M	-33%	151k	87.88	View chart
Micron Technology (MU)	1.2	$12M	+91%	10k	1154.34	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	1.1	$11M	-47%	321k	33.83	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$11M	-47%	29k	369.96	View chart
JPMorgan Chase & Co. (JPM)	1.1	$10M	-51%	32k	327.27	View chart
Meta Platforms Cl A (META)	1.0	$9.5M	-47%	17k	563.30	View chart
Advanced Micro Devices (AMD)	1.0	$9.5M	-53%	16k	580.66	View chart
Lam Research Corp Com New (LRCX)	0.9	$9.1M	-53%	21k	433.19	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.9	$8.9M	-49%	159k	56.48	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$8.7M	-46%	64k	137.53	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.9	$8.6M	-29%	164k	52.72	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$8.6M	-45%	254k	33.84	View chart
Philip Morris International (PM)	0.9	$8.3M	-44%	46k	180.89	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.8	$8.1M	-36%	132k	61.46	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.8	$7.9M	-50%	66k	118.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$7.7M	-46%	33k	236.62	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.8	$7.5M	-47%	63k	120.23	View chart
Costco Wholesale Corporation (COST)	0.7	$6.9M	-46%	7.4k	935.47	View chart
Broadcom (AVGO)	0.7	$6.8M	-48%	18k	377.78	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.7	$6.7M	-48%	164k	41.03	View chart
Tesla Motors (TSLA)	0.7	$6.7M	-41%	16k	420.60	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$6.6M	+171%	77k	86.13	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$6.6M	+71%	81k	80.56	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.7	$6.5M	-47%	128k	50.95	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$6.5M	-49%	157k	41.25	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.7	$6.4M	-21%	140k	46.15	View chart
Visa Com Cl A (V)	0.7	$6.4M	-53%	19k	343.07	View chart
Applied Materials (AMAT)	0.7	$6.4M	-55%	8.8k	722.98	View chart
Wal-Mart Stores (WMT)	0.6	$6.3M	-22%	56k	113.63	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.6	$6.2M	-41%	83k	74.96	View chart
Wells Fargo & Company (WFC)	0.6	$6.2M	-53%	75k	82.61	View chart
Booking Holdings (BKNG)	0.6	$6.0M	+1580%	34k	178.24	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$5.7M	-49%	60k	95.44	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.6	$5.5M	-42%	188k	29.40	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$5.5M	-52%	73k	75.51	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.5	$5.3M	-49%	88k	60.29	View chart
Palantir Technologies Cl A (PLTR)	0.5	$5.2M	-43%	44k	116.67	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$5.1M	-48%	52k	98.98	View chart
Ge Aerospace Com New (GE)	0.5	$5.1M	-49%	14k	368.08	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$5.1M	-55%	23k	227.06	View chart
Raytheon Technologies Corp (RTX)	0.5	$5.0M	-50%	26k	189.48	View chart
Caterpillar (CAT)	0.5	$4.9M	-48%	4.6k	1064.45	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.5	$4.8M	-49%	96k	50.39	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.5	$4.7M	-48%	45k	106.10	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.5	$4.6M	-52%	47k	98.59	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.5	$4.6M	-50%	116k	39.24	View chart
Charles Schwab Corporation (SCHW)	0.5	$4.5M	-45%	49k	92.27	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$4.3M	-49%	29k	148.31	View chart
Abbvie (ABBV)	0.4	$4.3M	-44%	17k	250.97	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$4.1M	-55%	50k	82.81	View chart
Capital Group Core Balanced SHS (CGBL)	0.4	$4.1M	-46%	109k	37.96	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$4.1M	-43%	14k	302.97	View chart
Ge Vernova (GEV)	0.4	$4.1M	-52%	3.5k	1173.31	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$4.1M	-54%	5.4k	746.77	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$3.8M	-42%	165k	23.13	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$3.8M	-48%	24k	158.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$3.7M	-50%	10k	357.34	View chart
Netflix (NFLX)	0.4	$3.6M	-56%	51k	71.40	View chart
ConocoPhillips (COP)	0.4	$3.6M	-43%	35k	103.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$3.6M	-42%	4.9k	736.21	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$3.5M	-40%	110k	31.71	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$3.5M	-71%	16k	219.43	View chart
Becton, Dickinson and (BDX)	0.4	$3.5M	-39%	23k	151.33	View chart
Aim Etf Products Trust Allianzim Buf 15 (SPBU)	0.4	$3.5M	-31%	115k	30.24	View chart
Newmont Mining Corporation (NEM)	0.4	$3.5M	-48%	37k	93.41	View chart
Eli Lilly & Co. (LLY)	0.4	$3.4M	-18%	2.9k	1199.15	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.4	$3.4M	-56%	79k	43.11	View chart
Comcast Corp Cl A (CMCSA)	0.3	$3.4M	-49%	139k	24.56	View chart
Analog Devices (ADI)	0.3	$3.4M	-58%	8.6k	397.23	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$3.4M	-50%	47k	71.22	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.3	$3.4M	-45%	66k	50.62	View chart
Home Depot (HD)	0.3	$3.4M	-47%	9.5k	352.64	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXO)	0.3	$3.3M	-53%	92k	35.87	View chart
General Dynamics Corporation (GD)	0.3	$3.2M	-41%	9.1k	354.23	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$3.2M	-43%	31k	103.22	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.3	$3.2M	-49%	65k	49.28	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.3	$3.2M	+14%	64k	50.37	View chart
Howmet Aerospace (HWM)	0.3	$3.2M	-51%	12k	268.86	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$3.2M	-51%	69k	46.05	View chart
Medtronic SHS (MDT)	0.3	$3.1M	-43%	40k	78.23	View chart
Omni (OMC)	0.3	$3.1M	-44%	43k	72.83	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$3.1M	-49%	40k	76.71	View chart
Chevron Corporation (CVX)	0.3	$3.1M	-51%	18k	165.78	View chart
Fortinet (FTNT)	0.3	$3.0M	-52%	20k	153.62	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.3	$2.9M	-45%	116k	25.17	View chart
Bank of New York Mellon Corporation (BNY)	0.3	$2.9M	-55%	20k	144.60	View chart
Spdr Series Trust Sst Spdr Bloombe (BWZ)	0.3	$2.7M	-46%	102k	26.75	View chart
Oracle Corporation (ORCL)	0.3	$2.7M	-43%	19k	146.59	View chart
Enbridge (ENB)	0.3	$2.7M	-46%	50k	54.21	View chart
Novartis Sponsored Adr (NVS)	0.3	$2.7M	-55%	17k	156.72	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$2.7M	-49%	11k	252.23	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$2.7M	-52%	17k	161.54	View chart
Ishares Euro High Yield (EUHY)	0.3	$2.6M	-46%	49k	53.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$2.6M	-49%	34k	77.11	View chart
Victory Portfolios Ii Vict Sma Cap Etf (SFLO)	0.3	$2.6M	-43%	76k	34.20	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.3	$2.6M	-48%	9.5k	271.95	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.3	$2.6M	-49%	68k	37.51	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.3	$2.5M	-36%	69k	36.60	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$2.5M	-43%	28k	90.10	View chart
Unilever Spon Adr New (UL)	0.3	$2.5M	-43%	42k	60.12	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$2.5M	-47%	26k	94.52	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$2.5M	-30%	32k	76.11	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$2.4M	-46%	40k	59.50	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$2.4M	-50%	26k	90.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.4M	-57%	7.8k	302.99	View chart
Linde SHS (LIN)	0.2	$2.4M	-46%	4.5k	518.95	View chart
Kla Corp Com New (KLAC)	0.2	$2.3M	+384%	7.8k	301.71	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$2.3M	-50%	31k	75.79	View chart
Johnson & Johnson (JNJ)	0.2	$2.3M	-54%	8.9k	253.27	View chart
Coca-Cola Company (KO)	0.2	$2.2M	-32%	28k	81.26	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.2M	-66%	4.3k	513.58	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.2	$2.2M	-45%	15k	146.26	View chart
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)	0.2	$2.2M	NEW	41k	53.40	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$2.2M	-50%	6.3k	342.86	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.2	$2.1M	-24%	46k	45.75	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.2	$2.1M	-54%	50k	41.10	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.2	$2.0M	-51%	30k	67.58	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$2.0M	-49%	41k	49.49	View chart
Amgen (AMGN)	0.2	$2.0M	-28%	5.6k	362.11	View chart
Altria (MO)	0.2	$2.0M	-48%	28k	71.94	View chart
Verizon Communications (VZ)	0.2	$2.0M	-68%	47k	42.39	View chart
Nextera Energy (NEE)	0.2	$2.0M	-45%	22k	87.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$2.0M	-58%	27k	73.42	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$1.9M	-46%	23k	80.82	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.2	$1.9M	-50%	23k	80.08	View chart
Barrick Mng Corp Com Shs (B)	0.2	$1.8M	-51%	50k	36.73	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.8M	+348%	15k	119.51	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$1.8M	-50%	40k	45.64	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.2	$1.8M	+306%	57k	31.78	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$1.8M	-48%	34k	52.68	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.2	$1.8M	-59%	39k	45.58	View chart
Bank of America Corporation (BAC)	0.2	$1.8M	-73%	32k	56.33	View chart
McKesson Corporation (MCK)	0.2	$1.7M	-57%	2.3k	755.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$1.7M	-50%	36k	48.81	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.2	$1.7M	-52%	348k	4.99	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.2	$1.7M	-50%	34k	51.78	View chart
Proshares Tr S&p 500 High Etf (ISPY)	0.2	$1.7M	-42%	36k	48.19	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$1.7M	-52%	74k	22.78	View chart
Aon Shs Cl A (AON)	0.2	$1.7M	NEW	5.1k	331.68	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$1.6M	-46%	38k	42.20	View chart
Ishares Tr New York Mun Etf (NYF)	0.2	$1.6M	-48%	30k	53.90	View chart
Lamar Advertising Cl A (LAMR)	0.2	$1.6M	-47%	10k	155.97	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$1.6M	-50%	37k	43.06	View chart
Blacksky Technology Cl A New (BKSY)	0.2	$1.6M	-66%	57k	27.92	View chart
Carvana Cl A (CVNA)	0.2	$1.6M	+150%	24k	65.82	View chart
Fidelity Covington Trust Fun Lar Cor Etf (FFLC)	0.2	$1.6M	-50%	27k	58.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$1.6M	-50%	34k	46.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$1.6M	-51%	35k	44.35	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$1.6M	-47%	33k	47.77	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.2	$1.6M	-44%	27k	57.67	View chart
Cigna Corp (CI)	0.2	$1.6M	-51%	5.7k	275.67	View chart
GSK Sponsored Adr (GSK)	0.2	$1.6M	-43%	30k	52.42	View chart
Kinross Gold Corp (KGC)	0.2	$1.5M	-50%	65k	23.62	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$1.5M	-50%	8.1k	190.53	View chart
CVS Caremark Corporation (CVS)	0.2	$1.5M	-52%	15k	103.41	View chart
American Electric Power Company (AEP)	0.2	$1.5M	-49%	11k	136.75	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$1.5M	-49%	3.1k	496.73	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$1.5M	-46%	2.4k	640.85	View chart
Welltower Inc Com reit (WELL)	0.2	$1.5M	-45%	6.6k	226.98	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.2	$1.5M	-21%	16k	91.95	View chart
Prudential Financial (PRU)	0.2	$1.5M	+29%	14k	107.93	View chart
Amphenol Corp Cl A (APH)	0.2	$1.5M	-50%	8.3k	176.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$1.5M	-46%	35k	41.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$1.5M	-50%	32k	45.89	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$1.4M	-49%	22k	65.61	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$1.4M	NEW	50k	28.05	View chart
Victory Portfolios Ii Core Bd Etf (UITB)	0.1	$1.4M	-43%	30k	46.86	View chart
Ionq Inc Pipe (IONQ)	0.1	$1.4M	-50%	26k	53.26	View chart
Valmont Industries (VMI)	0.1	$1.4M	-21%	2.4k	577.60	View chart
International Business Machines (IBM)	0.1	$1.3M	-52%	4.8k	280.23	View chart
Merck & Co (MRK)	0.1	$1.3M	-51%	10k	128.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$1.3M	-44%	31k	43.23	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.1	$1.3M	-49%	8.2k	158.24	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.1	$1.3M	-50%	24k	54.54	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.3M	-48%	10k	126.59	View chart
Qualcomm (QCOM)	0.1	$1.3M	-50%	6.8k	184.64	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$1.3M	-44%	216k	5.83	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.3M	-72%	5.2k	242.43	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.2M	-46%	3.1k	397.68	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXP)	0.1	$1.2M	-50%	37k	33.75	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.2M	-49%	16k	75.45	View chart
Uber Technologies (UBER)	0.1	$1.2M	-46%	17k	72.16	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$1.2M	-47%	30k	40.21	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.2M	-21%	3.3k	365.82	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.2M	-35%	7.3k	163.67	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$1.2M	NEW	24k	50.29	View chart
Rigetti Computing Common Stock (RGTI)	0.1	$1.2M	-50%	61k	19.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$1.2M	-50%	26k	46.05	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.2M	-77%	15k	76.55	View chart
Entergy Corporation (ETR)	0.1	$1.2M	-54%	10k	114.86	View chart
Valero Energy Corporation (VLO)	0.1	$1.2M	-60%	4.4k	260.45	View chart
Air Products & Chemicals (APD)	0.1	$1.1M	-44%	3.9k	293.18	View chart
Procter & Gamble Company (PG)	0.1	$1.1M	-57%	7.7k	146.72	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$1.1M	-49%	22k	51.69	View chart
Ford Motor Company (F)	0.1	$1.1M	-64%	81k	13.85	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$1.1M	-65%	12k	96.49	View chart
Cisco Systems (CSCO)	0.1	$1.1M	-51%	9.8k	112.66	View chart
Blackrock (BLK)	0.1	$1.1M	-49%	1.1k	961.94	View chart
Prologis (PLD)	0.1	$1.1M	+123%	8.1k	135.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.1M	-48%	18k	59.68	View chart
Diamondback Energy (FANG)	0.1	$1.1M	-41%	6.1k	175.82	View chart
Wec Energy Group (WEC)	0.1	$1.1M	+43%	9.2k	116.77	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.1M	-48%	31k	34.81	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$1.1M	-53%	82k	13.01	View chart
UnitedHealth (UNH)	0.1	$1.1M	-51%	2.6k	415.04	View chart
Union Pacific Corporation (UNP)	0.1	$1.1M	-47%	3.9k	271.98	View chart
Pepsi (PEP)	0.1	$1.1M	-50%	7.8k	135.50	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.1M	-50%	17k	62.20	View chart
Huntington Ingalls Inds (HII)	0.1	$1.0M	-39%	3.7k	279.91	View chart
Truist Financial Corp equities (TFC)	0.1	$1.0M	-61%	21k	49.83	View chart
At&t (T)	0.1	$1.0M	-13%	49k	21.11	View chart
Eaton Corp SHS (ETN)	0.1	$1.0M	-49%	2.4k	426.07	View chart
American Tower Reit (AMT)	0.1	$1.0M	-46%	6.2k	163.57	View chart
Target Corporation (TGT)	0.1	$1.0M	-63%	7.7k	130.61	View chart
Morgan Stanley Com New (MS)	0.1	$1.0M	-51%	4.8k	208.93	View chart
Silicon Motion Technology Sponsored Adr (SIMO)	0.1	$1.0M	-54%	3.0k	333.37	View chart
T. Rowe Price (TROW)	0.1	$992k	NEW	8.7k	113.68	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$991k	-80%	9.8k	100.81	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$988k	-43%	16k	60.79	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$988k	-50%	5.3k	188.09	View chart
Fidelity National Information Services (FIS)	0.1	$979k	-20%	25k	38.88	View chart
Southern Company (SO)	0.1	$952k	+61%	9.9k	95.70	View chart
Nucor Corporation (NUE)	0.1	$943k	-51%	4.2k	222.73	View chart
SYSCO Corporation (SYY)	0.1	$940k	-42%	11k	83.58	View chart
Palo Alto Networks (PANW)	0.1	$940k	NEW	2.8k	341.02	View chart
Uipath Cl A (PATH)	0.1	$936k	-48%	86k	10.87	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$935k	-42%	3.1k	306.25	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$930k	-46%	7.3k	127.75	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$916k	-37%	15k	59.71	View chart
Walt Disney Company (DIS)	0.1	$913k	-81%	9.4k	96.83	View chart
Goldman Sachs (GS)	0.1	$912k	-48%	902.00	1010.63	View chart
Servicenow (NOW)	0.1	$911k	-52%	9.2k	99.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$906k	-52%	2.5k	368.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$905k	-50%	9.4k	96.58	View chart
Intel Corporation (INTC)	0.1	$901k	-48%	6.6k	136.85	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.1	$893k	-36%	24k	36.53	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$890k	-42%	20k	45.70	View chart
Edison International (EIX)	0.1	$885k	-42%	12k	74.45	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$884k	-65%	11k	83.75	View chart
M&T Bank Corporation (MTB)	0.1	$875k	-49%	3.7k	237.99	View chart
Dominion Resources (D)	0.1	$857k	+97%	13k	68.29	View chart
Boeing Company (BA)	0.1	$855k	-64%	3.9k	217.00	View chart
Arista Networks Com Shs (ANET)	0.1	$848k		5.0k	169.88	View chart
McDonald's Corporation (MCD)	0.1	$840k	-51%	3.1k	272.75	View chart
Wyndham Hotels And Resorts (WH)	0.1	$839k	-47%	10k	84.21	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.1	$830k	-49%	15k	56.33	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$821k	-57%	45k	18.43	View chart
Advisorshares Tr Advisorshs Etf (CWS)	0.1	$818k	-50%	12k	68.19	View chart
Fidelity Covington Trust Int Vl Fct Etf (FIVA)	0.1	$812k	-46%	21k	38.52	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$799k	-50%	18k	44.36	View chart
General Mills (GIS)	0.1	$765k	NEW	22k	34.80	View chart
Rentokil Initial Sponsored Adr (RTO)	0.1	$756k	-47%	26k	28.61	View chart
Allegion Ord Shs (ALLE)	0.1	$729k	-48%	5.2k	140.49	View chart
Yum China Holdings (YUMC)	0.1	$718k	-46%	18k	40.87	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$704k	-11%	15k	47.41	View chart
Nebius Group Shs Class A (NBIS)	0.1	$701k	-49%	2.5k	276.14	View chart
Applovin Corp Com Cl A (APP)	0.1	$700k	-58%	1.4k	515.18	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$699k	-51%	8.2k	85.35	View chart
Sempra Energy (SRE)	0.1	$690k	-49%	7.4k	92.71	View chart
Sofi Technologies (SOFI)	0.1	$689k	-42%	38k	17.93	View chart
Global X Fds Global X Uranium (URA)	0.1	$675k	-44%	16k	43.70	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$673k	-46%	1.8k	365.67	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$661k	-43%	8.3k	79.42	View chart
Cooper Cos (COO)	0.1	$660k	-47%	9.2k	71.71	View chart
Aim Etf Products Trust Allianzim Us Eq (SIXJ)	0.1	$647k	-50%	18k	36.48	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXD)	0.1	$640k	-46%	21k	30.84	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$637k	-48%	5.1k	124.42	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$637k	-51%	1.6k	409.60	View chart
TJX Companies (TJX)	0.1	$634k	-49%	4.2k	151.55	View chart
American Express Company (AXP)	0.1	$618k	-46%	1.8k	338.17	View chart
Flexshares Tr Us Quality Cap (QLC)	0.1	$612k	-14%	6.8k	89.87	View chart
Verisign (VRSN)	0.1	$604k	-38%	2.4k	251.56	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$594k	-59%	5.8k	103.10	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.1	$590k	-52%	31k	19.18	View chart
Nxp Semiconductors N V (NXPI)	0.1	$588k	-50%	2.1k	280.89	View chart
Citigroup Com New (C)	0.1	$588k	-48%	4.2k	139.79	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$586k	-50%	10k	58.26	View chart
Tortoise Capital Series Trus Energy Etf (TNGY)	0.1	$586k	-49%	60k	9.71	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.1	$579k	-44%	14k	42.33	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$578k	-50%	11k	51.85	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$573k	-32%	11k	53.09	View chart
Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL)	0.1	$568k	-50%	453.00	1254.50	View chart
International Paper Company (IP)	0.1	$565k	NEW	15k	38.04	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$561k	-51%	2.6k	212.78	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$555k	-32%	5.2k	107.62	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$555k	NEW	11k	50.58	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$554k	-47%	1.2k	477.57	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$552k	-50%	4.6k	119.14	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$548k	-42%	7.1k	77.33	View chart
Sei Exchange Traded Funds High Yield Bond	0.1	$543k	NEW	22k	25.17	View chart
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL)	0.1	$533k	-50%	461.00	1157.00	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.1	$533k	-56%	6.6k	80.16	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.1	$528k	-52%	7.1k	74.37	View chart
Webster Financial Corporation (WBS)	0.1	$527k	-79%	6.9k	76.42	View chart
Warner Music Group Corp Com Cl A (WMG)	0.1	$525k	-47%	19k	27.07	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$517k	-40%	4.7k	110.11	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$513k	-13%	19k	27.70	View chart
Lockheed Martin Corporation (LMT)	0.1	$508k	-52%	997.00	509.35	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$490k	-52%	9.7k	50.50	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.0	$476k	-49%	4.8k	98.80	View chart
Nuveen Equity Premium and Growth Fund (SPXX)	0.0	$475k	-50%	26k	18.64	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.0	$474k	-82%	9.1k	52.34	View chart
Intuit (INTU)	0.0	$473k	-56%	1.8k	261.06	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$470k	+100%	5.0k	94.57	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$469k	-49%	8.8k	53.11	View chart
Adobe Systems Incorporated (ADBE)	0.0	$468k	-62%	2.3k	205.02	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.0	$467k	-67%	11k	41.16	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$464k	-45%	10k	45.49	View chart
Ameriprise Financial (AMP)	0.0	$461k	-50%	1.0k	458.76	View chart
Ingredion Incorporated (INGR)	0.0	$460k	-48%	4.9k	94.70	View chart
CSX Corporation (CSX)	0.0	$458k	-50%	9.9k	46.47	View chart
V.F. Corporation (VFC)	0.0	$457k	-50%	27k	16.68	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$457k	-40%	696.00	655.89	View chart
Service Corporation International (SCI)	0.0	$456k	NEW	6.0k	75.96	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$455k	-42%	4.4k	103.97	View chart
Oklo Com Cl A (OKLO)	0.0	$453k	-49%	8.7k	52.33	View chart
Corning Incorporated (GLW)	0.0	$453k	-48%	1.8k	246.21	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.0	$448k	-17%	10k	44.23	View chart
AFLAC Incorporated (AFL)	0.0	$447k	-49%	3.8k	117.25	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$440k	-48%	13k	34.27	View chart
Carrier Global Corporation (CARR)	0.0	$436k	-50%	6.0k	72.47	View chart
Diageo Spon Adr New (DEO)	0.0	$435k	-48%	5.4k	80.39	View chart
Anthem (ELV)	0.0	$432k	-50%	1.1k	386.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$432k	+96%	3.5k	124.19	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.0	$424k	-49%	8.3k	51.27	View chart
Consolidated Edison (ED)	0.0	$423k	-50%	3.8k	110.63	View chart
Flexshares Tr Cre Slct Bd Fd (BNDC)	0.0	$422k		19k	22.09	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$419k	-45%	3.6k	117.69	View chart
Aim Etf Products Trust Allianzim Us Equ (SIXZ)	0.0	$414k	-50%	13k	31.53	View chart
Broadridge Financial Solutions (BR)	0.0	$413k	NEW	3.0k	137.53	View chart
Unum (UNM)	0.0	$412k	-49%	4.6k	89.40	View chart
Western Digital (WDC)	0.0	$410k	-47%	642.00	638.56	View chart
Zoetis Cl A (ZTS)	0.0	$408k	NEW	5.7k	71.98	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$408k	-50%	2.6k	156.29	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$401k	-60%	2.8k	142.39	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.0	$400k	-50%	7.8k	51.37	View chart
Parker-Hannifin Corporation (PH)	0.0	$400k	-53%	409.00	977.05	View chart
Texas Instruments Incorporated (TXN)	0.0	$398k	-52%	1.3k	297.80	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$394k	-48%	3.6k	109.44	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$393k	-52%	1.6k	242.68	View chart
Hartford Financial Services (HIG)	0.0	$393k	-51%	3.0k	132.54	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$393k	-50%	3.7k	106.50	View chart
Bio Rad Labs Cl A (BIO)	0.0	$391k	-47%	1.3k	293.61	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$390k	-49%	5.8k	67.49	View chart
Stryker Corporation (SYK)	0.0	$387k	-47%	1.2k	314.87	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$387k	-60%	9.2k	41.82	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.0	$385k	-50%	11k	35.65	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$381k	-52%	11k	36.13	View chart
Boston Scientific Corporation (BSX)	0.0	$378k	-51%	8.9k	42.68	View chart
Bny Mellon Etf Trust Ii Mun Opptys Etf (BMOP)	0.0	$372k	NEW	15k	25.21	View chart
D-wave Quantum (QBTS)	0.0	$371k	-55%	16k	23.99	View chart
Celestica (CLS)	0.0	$368k	-43%	1.0k	364.80	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$368k	-36%	4.6k	79.97	View chart
Pfizer (PFE)	0.0	$368k	-85%	15k	24.20	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$367k	-59%	2.2k	164.25	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.0	$366k	-49%	7.2k	50.74	View chart
Bondbloxx Etf Trust Priva Cr Clo Etf (PCMM)	0.0	$362k	-49%	7.3k	49.87	View chart
Sei Exchange Traded Funds Sele Intl Eq Etf (SEIE)	0.0	$362k	-50%	10k	35.49	View chart
Ciena Corp Com New (CIEN)	0.0	$358k	-50%	730.00	490.56	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$352k	-62%	3.5k	100.35	View chart
Sandisk Corp (SNDK)	0.0	$348k	NEW	153.00	2273.73	View chart
Stanley Black & Decker (SWK)	0.0	$344k	-49%	3.7k	94.11	View chart
Automatic Data Processing (ADP)	0.0	$337k	-56%	1.6k	217.22	View chart
Voyager Therapeutics (VYGR)	0.0	$336k	-53%	96k	3.50	View chart
Capital One Financial (COF)	0.0	$335k	-52%	1.7k	200.61	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$326k	-9%	4.7k	69.50	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$320k	-87%	6.3k	50.60	View chart
Ishares Tr Europe Etf (IEV)	0.0	$314k	-50%	4.3k	72.85	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$314k	-93%	326.00	961.61	View chart
Aim Etf Products Trust Allianzim Us Eq (APRT)	0.0	$312k	-50%	6.8k	45.87	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.0	$310k	-20%	3.2k	98.06	View chart
AVINO SILVER & GOLD Mines Lt (ASM)	0.0	$309k	-54%	49k	6.34	View chart
Aim Etf Products Trust Allianzim Us Equ (ARLU)	0.0	$305k	-50%	9.6k	31.93	View chart
Abbott Laboratories (ABT)	0.0	$303k	-49%	3.3k	90.76	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.0	$302k	-44%	13k	23.85	View chart
Nuveen Real (JRI)	0.0	$301k	-49%	23k	12.96	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$300k	-50%	6.9k	43.50	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$299k	NEW	6.0k	49.55	View chart
Trane Technologies SHS (TT)	0.0	$298k	-48%	607.00	491.13	View chart
Aim Etf Products Trust Allianzim Us Eqt (OCTT)	0.0	$298k	-50%	6.4k	46.60	View chart
Eversource Energy (ES)	0.0	$297k	-88%	4.1k	72.27	View chart
Lowe's Companies (LOW)	0.0	$295k	-53%	1.3k	220.84	View chart
Aim Etf Products Trust Allianzim Us Eqt (APRW)	0.0	$294k	-50%	7.9k	37.14	View chart
Constellation Energy (CEG)	0.0	$292k	-83%	1.0k	279.97	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$289k	-50%	2.5k	117.28	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$289k	-45%	145.00	1992.37	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$289k	-50%	7.1k	40.64	View chart
United Parcel Svcs CL B (UPS)	0.0	$288k	-57%	2.7k	107.50	View chart
MetLife (MET)	0.0	$287k	-50%	3.4k	84.54	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.0	$285k	-50%	6.8k	42.21	View chart
Thermo Fisher Scientific (TMO)	0.0	$284k	-46%	567.00	501.36	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$284k	-45%	5.4k	52.41	View chart
Ares Capital Corporation (ARCC)	0.0	$282k	-41%	15k	18.53	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$281k	-58%	4.0k	69.45	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$280k	-52%	12k	24.14	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$280k	-48%	1.3k	217.16	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$272k	-50%	14k	19.12	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$270k	-50%	34k	7.88	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.0	$266k	-50%	5.3k	50.61	View chart
Blackrock Capital Allocation Trust (BCAT)	0.0	$265k	-50%	17k	15.93	View chart
Casella Waste Sys Cl A (CWST)	0.0	$265k	-52%	2.7k	96.97	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.0	$264k	-95%	5.2k	50.66	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$264k	-50%	7.1k	37.26	View chart
Manulife Finl Corp (MFC)	0.0	$263k	-50%	6.5k	40.51	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$263k	-55%	4.3k	61.23	View chart
Generac Holdings (GNRC)	0.0	$262k	-49%	895.00	292.81	View chart
eBay (EBAY)	0.0	$262k	-52%	2.3k	111.75	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.0	$261k	-49%	5.5k	47.20	View chart
Quanta Services (PWR)	0.0	$259k	-49%	360.00	720.04	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$259k	-33%	8.8k	29.43	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$258k	-45%	338.00	762.03	View chart
Aim Etf Products Trust Allianzim Us Eqt (NVBW)	0.0	$257k	-50%	7.2k	35.62	View chart
Ishares Emng Mkts Eqt (EMGF)	0.0	$257k	-50%	3.5k	73.26	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$257k	-46%	2.7k	96.42	View chart
DTE Energy Company (DTE)	0.0	$257k	-49%	1.7k	150.87	View chart
Motorola Solutions Com New (MSI)	0.0	$255k	-52%	615.00	415.14	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$255k	-66%	11k	23.15	View chart
Neos Etf Trust Nasdaq 100 Hdgd (QQQH)	0.0	$255k	-39%	4.6k	55.84	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$254k	-39%	3.1k	82.11	View chart
Lpl Financial Holdings (LPLA)	0.0	$253k	NEW	899.00	281.70	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.0	$252k	NEW	2.5k	100.67	View chart
Cameco Corporation (CCJ)	0.0	$251k	-51%	2.5k	101.88	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$250k	-50%	2.1k	121.44	View chart
Enterprise Products Partners (EPD)	0.0	$249k	-44%	6.8k	36.76	View chart
Toll Brothers (TOL)	0.0	$247k	-60%	1.5k	164.75	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.0	$245k	-50%	8.1k	30.23	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$242k	-46%	4.1k	58.98	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$242k	-56%	4.4k	54.69	View chart
Aim Etf Products Trust Allianzim Us Eqt (OCTU)	0.0	$241k	-50%	7.9k	30.42	View chart
Marvell Technology Call Option (MRVL)	0.0	$241k	NEW	809.00	297.89	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$241k	NEW	1.4k	170.83	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.0	$239k	NEW	10k	23.44	View chart
Pagaya Technologies Cl A New (PGY)	0.0	$239k	-66%	13k	18.25	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.0	$239k	NEW	6.0k	40.15	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$238k	-63%	4.9k	48.18	View chart
Sei Exchange Traded Funds Dbi Multi-strgy (QALT)	0.0	$236k	-53%	8.9k	26.54	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$235k	-36%	783.00	300.45	View chart
Oneok (OKE)	0.0	$234k	-47%	2.7k	86.95	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.0	$234k	-37%	11k	22.09	View chart
Aim Etf Products Trust Allia Us May Etf (MAYW)	0.0	$232k	NEW	6.7k	34.77	View chart
Ssga Active Tr State Street Us (XLSR)	0.0	$231k	-50%	3.6k	64.86	View chart
Bristol Myers Squibb (BMY)	0.0	$231k	-50%	4.0k	57.63	View chart
Jackson Financial Com Cl A (JXN)	0.0	$230k	-78%	2.2k	102.41	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$230k	-57%	14k	16.70	View chart
Harrow Health (HROW)	0.0	$229k	-61%	5.4k	42.47	View chart
Aim Etf Products Trust Allianzim Us (SIXF)	0.0	$229k	-50%	6.7k	34.07	View chart
Kkr & Co (KKR)	0.0	$229k	-40%	2.5k	91.77	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.0	$229k	-15%	9.6k	23.91	View chart
Cummins (CMI)	0.0	$227k	-48%	319.00	712.55	View chart
Spdr Series Trust St Str Sp Home (XHB)	0.0	$227k	-49%	2.0k	115.55	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$226k	-81%	637.00	354.57	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$220k	-48%	4.1k	53.61	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$219k	-59%	4.8k	45.70	View chart
Aim Etf Products Trust All B20 All Etf (SPBW)	0.0	$216k	-50%	7.5k	28.70	View chart
Pacer Fds Tr Swan Sos Flx Jan (PSFD)	0.0	$215k	-50%	5.4k	39.84	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$213k	+198%	7.8k	27.41	View chart
Invesco Currencyshares Euro Euro Shs Put Option (FXE)	0.0	$211k	NEW	2.0k	105.44	View chart
Hormel Foods Corporation (HRL)	0.0	$207k	-50%	8.3k	24.82	View chart
Deere & Company (DE)	0.0	$206k	-32%	325.00	634.33	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.0	$206k	-50%	10k	19.99	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.0	$204k	-50%	4.3k	47.75	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.0	$204k	-50%	1.9k	104.48	View chart
Advanced Energy Industries (AEIS)	0.0	$204k	-50%	546.00	372.87	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$202k	-74%	4.2k	48.35	View chart
Travelers Companies (TRV)	0.0	$202k	-46%	612.00	329.48	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$201k	-50%	1.3k	152.18	View chart
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM)	0.0	$201k	-50%	5.4k	36.95	View chart
Colgate-Palmolive Company (CL)	0.0	$200k	-49%	2.2k	90.05	View chart
Comstock Resources (CRK)	0.0	$200k	-63%	13k	14.92	View chart
Nuveen Dynamic Mun Opportuni Com Shs (NDMO)	0.0	$199k	-49%	19k	10.41	View chart
Qxo Com New (QXO)	0.0	$186k	NEW	11k	17.28	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$179k	-49%	14k	12.80	View chart
Barings Bdc (BBDC)	0.0	$168k	-49%	20k	8.52	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$147k	-72%	13k	10.92	View chart
Brightspire Capital Com Cl A (BRSP)	0.0	$92k	-50%	17k	5.45	View chart
Nervgen Pharma Ord (NGEN)	0.0	$59k	-22%	29k	2.06	View chart
Kopin Corporation (KOPN)	0.0	$49k	-50%	11k	4.45	View chart
3d Sys Corp Del Com New (DDD)	0.0	$30k	-66%	10k	3.02	View chart
Aemetis Com New (AMTX)	0.0	$23k	-61%	14k	1.64	View chart
Prairie Oper (PROP)	0.0	$18k	-50%	25k	0.72	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 2026 Q2 filed July 16, 2026
Patriot Financial Group Insurance Agency 2026 Q1 filed April 22, 2026
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

View all past filings

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