Patriot Financial Group Insurance Agency

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

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

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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 March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 5.5 $41M -3% 73k 561.90
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Ishares Tr S&p 500 Val Etf (IVE) 2.7 $20M +11% 107k 190.58
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Apple (AAPL) 2.2 $16M 73k 222.13
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Microsoft Corporation (MSFT) 2.0 $15M +7% 39k 375.39
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Ishares Tr Core S&p Scp Etf (IJR) 1.5 $11M +32% 107k 104.57
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.5 $11M -4% 439k 25.04
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $11M +6% 20k 532.57
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $11M +16% 21k 513.90
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NVIDIA Corporation (NVDA) 1.3 $10M 92k 108.38
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Amazon (AMZN) 1.3 $9.7M +8% 51k 190.26
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Ishares Tr Core Div Grwth (DGRO) 1.2 $9.2M -6% 149k 61.78
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Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $9.0M -2% 33k 274.84
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Spdr Ser Tr Portfolio S&p500 (SPLG) 1.2 $9.0M 137k 65.76
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J P Morgan Exchange Traded F Equity Premium (JEPI) 1.2 $9.0M 160k 55.88
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Victory Portfolios Ii Shares Free Cash (VFLO) 1.0 $7.6M +39% 220k 34.28
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Meta Platforms Cl A (META) 1.0 $7.5M +7% 13k 576.34
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JPMorgan Chase & Co. (JPM) 1.0 $7.5M 31k 245.30
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Ishares Tr Core Total Usd (IUSB) 1.0 $7.3M +22% 159k 46.08
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.9 $6.5M +11% 134k 48.76
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.9 $6.5M +16% 38k 170.89
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $6.4M -8% 70k 92.83
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Vanguard Index Fds Growth Etf (VUG) 0.8 $5.8M +22% 16k 370.82
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Vanguard Index Fds Mid Cap Etf (VO) 0.7 $5.5M +15% 21k 258.62
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John Hancock Exchange Traded Multifactor Mi (JHMM) 0.7 $5.4M -11% 95k 57.30
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.7 $5.4M +8% 104k 51.78
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.7 $5.3M -2% 33k 161.27
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $5.3M +23% 34k 154.64
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $4.8M +2% 153k 31.23
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Alphabet Cap Stk Cl C (GOOG) 0.6 $4.7M +2% 30k 156.23
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Visa Com Cl A (V) 0.6 $4.7M 13k 350.45
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Blackrock Etf Trust Ishares Advantag (BALI) 0.6 $4.7M +26% 163k 28.79
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Philip Morris International (PM) 0.6 $4.6M 29k 158.73
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $4.6M -13% 38k 119.73
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Ishares Gold Tr Ishares New (IAU) 0.6 $4.5M 77k 58.96
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Booking Holdings (BKNG) 0.6 $4.5M +7% 974.00 4605.93
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Ishares Tr Intrm Gov Cr Etf (GVI) 0.6 $4.4M +58% 42k 106.02
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.6 $4.2M +8% 44k 97.48
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Wells Fargo & Company (WFC) 0.6 $4.2M +5% 59k 71.79
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Wal-Mart Stores (WMT) 0.6 $4.2M -7% 48k 87.79
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Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $4.2M +249% 71k 58.35
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $4.1M +29% 52k 80.37
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Exxon Mobil Corporation (XOM) 0.6 $4.1M -3% 35k 118.93
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Fidelity Covington Trust High Divid Etf (FDVV) 0.6 $4.1M NEW 83k 49.60
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Qualcomm (QCOM) 0.5 $4.1M -4% 26k 153.61
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Ishares Msci Gbl Min Vol (ACWV) 0.5 $4.0M +27% 35k 116.37
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Ishares Tr Msci Intl Qualty (IQLT) 0.5 $3.8M -10% 97k 39.69
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Invesco Actively Managed Exc Qqq Income Advan (QQA) 0.5 $3.8M NEW 84k 45.86
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Charles Schwab Corporation (SCHW) 0.5 $3.8M +9% 48k 78.28
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Comcast Corp Cl A (CMCSA) 0.5 $3.8M +7% 102k 36.90
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Costco Wholesale Corporation (COST) 0.5 $3.7M +4% 4.0k 945.75
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J P Morgan Exchange Traded F Active Growth (JGRO) 0.5 $3.7M -9% 50k 73.79
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $3.6M +13% 72k 50.83
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Tesla Motors (TSLA) 0.5 $3.6M +10% 14k 259.16
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Ishares Tr Core Us Aggbd Et (AGG) 0.5 $3.5M +9% 35k 98.92
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Vanguard Specialized Funds Div App Etf (VIG) 0.5 $3.4M -3% 18k 187.03
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $3.4M +28% 6.1k 559.37
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $3.2M +9% 139k 23.16
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First Tr Exchange-traded Ft Vest Ris (RDVI) 0.4 $2.9M +24% 122k 23.72
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Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.4 $2.9M +14% 105k 27.30
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $2.8M -58% 38k 73.45
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.4 $2.8M 41k 68.32
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Raytheon Technologies Corp (RTX) 0.4 $2.7M +2% 21k 132.46
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J P Morgan Exchange Traded F Income Etf (JPIE) 0.4 $2.7M +23% 59k 46.07
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Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.4 $2.6M +96% 36k 74.08
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Oracle Corporation (ORCL) 0.4 $2.6M 19k 139.81
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Becton, Dickinson and (BDX) 0.4 $2.6M +127% 11k 229.07
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Broadcom (AVGO) 0.3 $2.6M +7% 15k 167.43
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $2.6M +14% 65k 39.37
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Ishares Tr Msci India Etf (INDA) 0.3 $2.5M NEW 49k 51.48
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Anthem (ELV) 0.3 $2.5M +28% 5.8k 434.95
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Medtronic SHS (MDT) 0.3 $2.5M +13% 28k 89.86
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CarMax (KMX) 0.3 $2.4M +6% 31k 77.92
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Bank of America Corporation (BAC) 0.3 $2.4M +5% 59k 41.73
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $2.4M +613% 13k 193.02
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eBay (EBAY) 0.3 $2.4M +5% 35k 67.73
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Walt Disney Company (DIS) 0.3 $2.4M +37% 24k 98.70
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Wisdomtree Tr India Erngs Fd (EPI) 0.3 $2.4M -7% 54k 43.71
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $2.4M +2% 14k 166.00
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Fidelity Covington Trust Msci Finls Idx (FNCL) 0.3 $2.3M +5% 33k 69.52
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Aim Etf Products Trust Allianzim Us Eq (FEBU) 0.3 $2.2M NEW 93k 24.08
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ConocoPhillips (COP) 0.3 $2.2M +6% 21k 105.02
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Ishares Tr Msci India Sm Cp (SMIN) 0.3 $2.2M NEW 33k 68.09
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $2.2M +7% 60k 36.41
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Ishares Tr Core Msci Eafe (IEFA) 0.3 $2.2M -16% 29k 75.65
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Ishares Tr Eafe Value Etf (EFV) 0.3 $2.1M -6% 35k 58.94
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Pepsi (PEP) 0.3 $2.1M +4% 14k 149.94
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Fs Credit Opportunities Corp Common Stock (FSCO) 0.3 $2.1M +2% 296k 7.05
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Mastercard Incorporated Cl A (MA) 0.3 $2.1M +21% 3.8k 548.15
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $2.1M +21% 58k 35.64
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Putnam Etf Trust Focused Lar Cap (PVAL) 0.3 $2.1M -51% 54k 38.08
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Fortinet (FTNT) 0.3 $2.0M -10% 21k 96.26
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Applied Materials (AMAT) 0.3 $2.0M +25% 14k 145.12
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Ishares Tr U.s. Tech Etf (IYW) 0.3 $2.0M +4% 14k 140.44
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Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.3 $2.0M -37% 82k 24.44
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Howmet Aerospace (HWM) 0.3 $2.0M -18% 15k 129.73
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Capital Group International SHS (CGIC) 0.3 $2.0M +424% 76k 25.98
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.3 $2.0M +4% 41k 47.57
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UnitedHealth (UNH) 0.3 $2.0M +5% 3.7k 523.71
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Starbucks Corporation (SBUX) 0.3 $1.9M +3% 20k 98.09
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Victory Portfolios Ii Victoryshares Sm (SFLO) 0.3 $1.9M NEW 79k 24.53
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T Rowe Price Etf Cap Appreciation (TCAF) 0.3 $1.9M +12% 60k 32.28
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Ishares Tr Mbs Etf (MBB) 0.3 $1.9M -4% 21k 93.78
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $1.9M -2% 28k 68.01
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.9M +13% 4.0k 468.87
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Cigna Corp (CI) 0.2 $1.8M 5.6k 329.01
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RPM International (RPM) 0.2 $1.8M 16k 115.68
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Enbridge (ENB) 0.2 $1.8M +4% 42k 44.31
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.8M +10% 67k 26.88
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Victory Portfolios Ii Vcshs Us 500 Enh (CFO) 0.2 $1.8M -3% 26k 68.51
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Select Sector Spdr Tr Technology (XLK) 0.2 $1.8M 8.5k 206.48
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Boeing Company (BA) 0.2 $1.7M -7% 10k 170.55
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Newmont Mining Corporation (NEM) 0.2 $1.7M -6% 35k 48.28
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Altria (MO) 0.2 $1.7M -11% 28k 60.02
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Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $1.7M 40k 41.47
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Fidelity Covington Trust Msci Energy Idx (FENY) 0.2 $1.6M -3% 63k 25.55
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Chevron Corporation (CVX) 0.2 $1.6M +2% 9.6k 167.29
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.6M +28% 7.1k 221.75
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Bank of New York Mellon Corporation (BK) 0.2 $1.6M +5% 19k 83.87
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Air Products & Chemicals (APD) 0.2 $1.5M +27% 5.3k 294.91
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Unilever Spon Adr New (UL) 0.2 $1.5M +38% 26k 59.55
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Boston Scientific Corporation (BSX) 0.2 $1.5M 15k 100.88
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Iqvia Holdings (IQV) 0.2 $1.5M +16% 8.6k 176.30
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Johnson & Johnson (JNJ) 0.2 $1.5M 9.1k 165.84
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $1.5M +33% 19k 79.86
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Netflix (NFLX) 0.2 $1.5M +7% 1.6k 932.33
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Veeva Sys Cl A Com (VEEV) 0.2 $1.5M -6% 6.5k 231.63
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Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.2 $1.5M 40k 37.78
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J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.2 $1.5M +79% 25k 59.68
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $1.5M -11% 3.1k 484.82
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Fiserv (FI) 0.2 $1.5M +22% 6.7k 220.83
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Lam Research Corp Com New (LRCX) 0.2 $1.5M -3% 20k 72.70
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Novartis Sponsored Adr (NVS) 0.2 $1.4M +5% 13k 111.48
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salesforce (CRM) 0.2 $1.4M +23% 5.3k 268.38
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $1.4M 35k 40.19
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Verizon Communications (VZ) 0.2 $1.4M +4% 31k 45.36
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Amgen (AMGN) 0.2 $1.4M 4.4k 311.52
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Blackrock Etf Trust Ishares Us Thema (THRO) 0.2 $1.4M NEW 43k 31.69
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Ge Aerospace Com New (GE) 0.2 $1.4M -2% 6.8k 200.16
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Capital Group Core Balanced SHS (CGBL) 0.2 $1.4M +36% 44k 30.98
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Check Point Software Tech Lt Ord (CHKP) 0.2 $1.3M 5.9k 227.92
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Sanofi Sponsored Adr (SNY) 0.2 $1.3M 24k 55.46
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Vanguard World Mega Cap Val Etf (MGV) 0.2 $1.3M +18% 10k 128.84
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Ark Etf Tr Innovation Etf (ARKK) 0.2 $1.3M 27k 47.58
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Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.2 $1.3M -4% 36k 35.66
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Ishares Tr New York Mun Etf (NYF) 0.2 $1.3M +66% 25k 52.65
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $1.3M +9% 25k 52.38
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Sei Exchange Traded Funds Select Intl Equi (SEIE) 0.2 $1.3M 49k 26.25
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Analog Devices (ADI) 0.2 $1.3M +11% 6.3k 201.67
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Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.2 $1.3M 33k 38.85
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Procter & Gamble Company (PG) 0.2 $1.3M +3% 7.7k 163.30
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Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.2 $1.3M +8% 35k 35.82
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Merck & Co (MRK) 0.2 $1.3M -2% 14k 89.76
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Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $1.3M -4% 16k 76.57
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AmerisourceBergen (COR) 0.2 $1.2M +6% 4.5k 278.12
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.2 $1.2M 31k 39.93
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $1.2M +36% 19k 66.34
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Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.2 $1.2M +4% 28k 44.09
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Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.2 $1.2M +5% 30k 40.70
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Global X Fds Nasdaq 100 Cover (QYLD) 0.2 $1.2M -11% 72k 16.63
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.2 $1.2M 33k 35.80
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Blackrock (BLK) 0.2 $1.2M +5% 1.3k 946.25
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Home Depot (HD) 0.2 $1.2M +3% 3.2k 366.45
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Ishares Core Msci Emkt (IEMG) 0.2 $1.2M -49% 22k 53.97
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General Dynamics Corporation (GD) 0.2 $1.2M +12% 4.3k 272.59
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McKesson Corporation (MCK) 0.2 $1.2M +8% 1.7k 672.98
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Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.2 $1.1M 31k 37.22
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.1M -6% 25k 45.26
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Victory Portfolios Ii Core Intermediat (UITB) 0.2 $1.1M -22% 24k 46.94
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Adobe Systems Incorporated (ADBE) 0.2 $1.1M +9% 2.9k 383.53
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $1.1M +2% 64k 17.59
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CVS Caremark Corporation (CVS) 0.2 $1.1M +2% 17k 67.75
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Wisdomtree Tr Us Largecap Fund (EPS) 0.2 $1.1M -17% 19k 59.28
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International Business Machines (IBM) 0.1 $1.1M +9% 4.5k 248.67
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Coca-Cola Company (KO) 0.1 $1.1M -2% 16k 71.62
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Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) 0.1 $1.1M -26% 58k 19.17
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Kinross Gold Corp (KGC) 0.1 $1.1M -8% 86k 12.61
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $1.1M +6% 12k 92.53
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Entergy Corporation (ETR) 0.1 $1.1M +12% 13k 85.49
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Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $1.1M 29k 37.60
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Spdr Gold Tr Gold Shs (GLD) 0.1 $1.1M -16% 3.7k 288.14
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Ishares Tr Core Msci Total (IXUS) 0.1 $1.1M +15% 15k 69.81
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.1M -40% 11k 100.00
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Advanced Micro Devices (AMD) 0.1 $1.0M 10k 102.74
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Blackrock Etf Trust Ishares A I Inno (BAI) 0.1 $1.0M NEW 48k 21.89
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $1.0M -8% 19k 54.76
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Pfizer Call Option (PFE) 0.1 $1.0M +4% 41k 25.34
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Duke Energy Corp Com New (DUK) 0.1 $1.0M -5% 8.4k 121.97
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Webster Financial Corporation (WBS) 0.1 $1.0M 20k 51.55
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Omni (OMC) 0.1 $1.0M +8% 12k 82.91
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $1.0M 38k 26.46
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Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.1 $1.0M 26k 38.41
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.1 $1.0M -3% 27k 37.01
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McDonald's Corporation (MCD) 0.1 $995k 3.2k 312.33
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American Tower Reit (AMT) 0.1 $995k 4.6k 217.61
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Palantir Technologies Cl A (PLTR) 0.1 $987k -34% 12k 84.40
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Eli Lilly & Co. (LLY) 0.1 $969k 1.2k 826.00
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Abbvie (ABBV) 0.1 $930k +12% 4.4k 209.50
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Eaton Corp SHS (ETN) 0.1 $926k -3% 3.4k 271.81
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Diageo Spon Adr New (DEO) 0.1 $922k +21% 8.8k 104.79
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Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.1 $905k NEW 19k 46.57
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Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.1 $900k +7% 8.3k 107.88
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Lamar Advertising Cl A (LAMR) 0.1 $895k +5% 7.9k 113.79
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Blacksky Technology Cl A New (BKSY) 0.1 $879k -5% 114k 7.73
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $874k +6% 14k 60.66
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $865k +15% 26k 33.40
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Ishares Tr Ishares Biotech (IBB) 0.1 $851k +187% 6.7k 127.91
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $844k -12% 13k 63.53
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Proshares Tr S&p 500 High Inc (ISPY) 0.1 $837k -2% 20k 42.09
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Aim Etf Products Trust Allianzim Us Equ (ARLU) 0.1 $835k -42% 32k 25.80
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Select Sector Spdr Tr Energy (XLE) 0.1 $831k +2% 8.9k 93.45
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Pacer Fds Tr Us Small Cap Cas (CALF) 0.1 $825k -18% 22k 37.50
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Wec Energy Group (WEC) 0.1 $820k +3% 7.5k 108.98
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $808k +100% 17k 48.82
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Autodesk (ADSK) 0.1 $801k +32% 3.1k 261.80
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Ishares Tr Rus Top 200 Etf (IWL) 0.1 $800k -15% 5.8k 137.41
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $800k -30% 13k 62.10
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Docusign (DOCU) 0.1 $791k +22% 9.7k 81.40
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Ishares Msci Emrg Chn (EMXC) 0.1 $789k -18% 14k 55.09
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Advisorshares Tr Advisorshs Etf (CWS) 0.1 $785k 12k 65.47
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Ishares Tr S&p 100 Etf (OEF) 0.1 $783k +110% 2.9k 270.87
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GSK Sponsored Adr (GSK) 0.1 $783k +12% 20k 38.74
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Goldman Sachs (GS) 0.1 $779k +6% 1.4k 546.38
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Crispr Therapeutics Namen Akt (CRSP) 0.1 $774k 23k 34.03
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First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.1 $768k NEW 18k 42.15
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Wisdomtree Tr Us Multifactor (USMF) 0.1 $760k -18% 15k 49.62
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Union Pacific Corporation (UNP) 0.1 $748k 3.2k 236.27
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Vanguard World Inf Tech Etf (VGT) 0.1 $741k +13% 1.4k 542.33
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Texas Instruments Incorporated (TXN) 0.1 $738k +2% 4.1k 179.68
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United Parcel Service CL B (UPS) 0.1 $730k +18% 6.6k 109.99
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $727k +2% 27k 26.58
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At&t (T) 0.1 $726k -34% 26k 28.28
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $724k 19k 38.44
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $715k +20% 3.8k 188.17
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Emerson Electric (EMR) 0.1 $708k 6.5k 109.63
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Capital Group Dividend Growe Shs Etf (CGDG) 0.1 $703k +47% 23k 30.90
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Honeywell International (HON) 0.1 $696k +13% 3.3k 211.77
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $688k +10% 17k 40.76
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H&R Block (HRB) 0.1 $686k +22% 13k 54.91
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Ishares Tr Morningstar Grwt (ILCG) 0.1 $685k -15% 8.5k 80.99
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $684k +13% 24k 28.33
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Fidelity Covington Trust Fundamental Larg (FFLC) 0.1 $683k NEW 16k 43.50
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Lincoln National Corporation (LNC) 0.1 $679k 19k 35.91
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D-wave Quantum (QBTS) 0.1 $672k +52% 88k 7.60
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $670k 5.3k 127.08
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Truist Financial Corp equities (TFC) 0.1 $667k +2% 16k 41.15
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World Gold Tr Spdr Gld Minis (GLDM) 0.1 $663k +98% 11k 61.89
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Intel Corporation (INTC) 0.1 $646k -33% 29k 22.71
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M&T Bank Corporation (MTB) 0.1 $646k -12% 3.6k 178.73
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Nxp Semiconductors N V (NXPI) 0.1 $633k +8% 3.3k 190.06
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $631k -16% 4.9k 128.95
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Caterpillar (CAT) 0.1 $630k -3% 1.9k 329.84
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $628k -7% 5.1k 121.92
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Morgan Stanley Com New (MS) 0.1 $625k 5.4k 116.66
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $624k 24k 25.89
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Fs Kkr Capital Corp (FSK) 0.1 $624k 30k 20.95
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $623k 15k 42.06
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Eversource Energy (ES) 0.1 $622k 10k 62.11
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PNC Financial Services (PNC) 0.1 $619k 3.5k 175.77
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Genuine Parts Company (GPC) 0.1 $619k 5.2k 119.14
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Occidental Petroleum Corporation (OXY) 0.1 $618k -2% 13k 49.36
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $614k +4% 2.5k 244.61
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $611k 12k 51.07
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Prudential Financial (PRU) 0.1 $596k +5% 5.3k 111.68
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $592k 18k 32.99
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Ge Vernova (GEV) 0.1 $589k +13% 1.9k 305.33
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $587k 3.4k 173.57
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Citigroup Com New (C) 0.1 $582k +13% 8.2k 70.99
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Lloyds Banking Group Sponsored Adr (LYG) 0.1 $581k -4% 152k 3.82
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $579k -5% 11k 51.94
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Ishares Tr Future Ai & Tech (ARTY) 0.1 $579k NEW 18k 31.45
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Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS) 0.1 $575k +69% 7.5k 76.90
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United Rentals (URI) 0.1 $572k +13% 913.00 626.46
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Nordstrom 0.1 $572k +75% 23k 24.45
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $568k +5% 2.8k 199.49
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $564k -33% 4.3k 132.23
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Novo-nordisk A S Adr (NVO) 0.1 $552k -24% 8.0k 69.44
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Ishares Tr National Mun Etf (MUB) 0.1 $552k 5.2k 105.44
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Edison International (EIX) 0.1 $551k -17% 9.4k 58.92
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Ingredion Incorporated (INGR) 0.1 $544k -3% 4.0k 135.21
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Sempra Energy (SRE) 0.1 $541k 7.6k 71.36
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Jd.com Spon Ads Cl A (JD) 0.1 $540k +14% 13k 41.12
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Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO) 0.1 $539k NEW 17k 31.58
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Ford Motor Company (F) 0.1 $533k 53k 10.03
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Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $519k -2% 12k 43.43
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Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.1 $517k -3% 7.9k 65.72
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Broadridge Financial Solutions (BR) 0.1 $517k -2% 2.1k 242.45
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $514k +54% 1.7k 306.69
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Prologis (PLD) 0.1 $514k +5% 4.6k 111.79
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $513k 5.2k 99.34
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Sei Exchange Traded Funds Select Small Cap (SEIS) 0.1 $512k 22k 23.78
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Freeport-mcmoran CL B Call Option (FCX) 0.1 $512k +16% 14k 37.86
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Automatic Data Processing (ADP) 0.1 $511k +6% 1.7k 305.56
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Cisco Systems (CSCO) 0.1 $505k +23% 8.2k 61.71
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $505k 9.8k 51.45
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Diamondback Energy (FANG) 0.1 $504k 3.2k 159.88
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $498k -2% 21k 24.34
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Blackrock Etf Trust Us Carbon Trans (LCTU) 0.1 $496k -3% 8.2k 60.60
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Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $493k -42% 16k 30.87
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First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.1 $492k -36% 9.7k 50.52
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Vanguard Index Fds Value Etf (VTV) 0.1 $490k +11% 2.8k 172.74
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TJX Companies (TJX) 0.1 $484k -4% 4.0k 121.81
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Ameriprise Financial (AMP) 0.1 $484k 999.00 484.11
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $482k -20% 16k 29.69
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Sei Exchange Traded Funds Select Emerging (SEEM) 0.1 $481k 19k 24.77
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Fidelity National Information Services (FIS) 0.1 $480k +5% 6.4k 74.68
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Micron Technology Call Option (MU) 0.1 $475k +56% 5.5k 86.89
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Allegion Ord Shs (ALLE) 0.1 $469k +2% 3.6k 130.44
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $468k +55% 1.5k 312.04
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $467k +23% 14k 32.92
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Goldman Sachs Etf Tr Access Us Agrat (GCOR) 0.1 $461k +5% 11k 41.21
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Barings Bdc (BBDC) 0.1 $445k +107% 47k 9.54
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Yum China Holdings (YUMC) 0.1 $444k +11% 8.5k 52.06
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American Express Company (AXP) 0.1 $444k -26% 1.6k 269.12
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Carrier Global Corporation (CARR) 0.1 $437k +4% 6.9k 63.40
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $436k 5.3k 83.01
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Huntington Ingalls Inds (HII) 0.1 $433k +2% 2.1k 203.99
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $430k +10% 4.7k 90.67
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Wyndham Hotels And Resorts (WH) 0.1 $430k +8% 4.7k 90.50
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Ishares Tr Europe Etf (IEV) 0.1 $429k -5% 7.4k 58.20
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $428k +27% 4.7k 90.60
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Lowe's Companies (LOW) 0.1 $427k 2.1k 205.30
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $425k NEW 9.2k 46.02
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Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $424k +8% 16k 26.82
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Blackstone Group Inc Com Cl A (BX) 0.1 $423k +3% 3.0k 139.78
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Rigetti Computing Common Stock (RGTI) 0.1 $423k +59% 53k 7.92
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Norwegian Cruise Line Hldg L SHS (NCLH) 0.1 $423k +44% 22k 18.96
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V.F. Corporation (VFC) 0.1 $421k 27k 15.52
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Warner Music Group Corp Com Cl A (WMG) 0.1 $418k +8% 13k 31.35
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Ecolab (ECL) 0.1 $417k +19% 1.6k 253.51
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $415k +25% 5.3k 78.29
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Lockheed Martin Corporation (LMT) 0.1 $411k -32% 921.00 446.47
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CSX Corporation (CSX) 0.1 $409k +2% 14k 29.43
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Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $408k -6% 4.0k 102.41
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $402k -20% 9.2k 43.84
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Bumble Com Cl A (BMBL) 0.1 $396k NEW 91k 4.34
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Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $395k -3% 8.5k 46.67
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Victory Portfolios Ii Vcshs Us 500 Vol (CFA) 0.1 $395k -6% 4.7k 84.44
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Verisign (VRSN) 0.1 $393k +8% 1.5k 253.87
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $392k 7.8k 50.42
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Soundhound Ai Class A Com (SOUN) 0.1 $387k +59% 48k 8.12
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Unum (UNM) 0.1 $380k 4.7k 81.47
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Ishares Tr Tips Bd Etf (TIP) 0.1 $377k 3.4k 111.10
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $374k -2% 1.7k 222.15
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Capital One Financial (COF) 0.0 $373k 2.1k 179.27
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Voyager Therapeutics (VYGR) 0.0 $372k 110k 3.38
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Enterprise Products Partners (EPD) 0.0 $368k 11k 34.14
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Goldman Sachs Bdc SHS (GSBD) 0.0 $366k NEW 32k 11.63
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AFLAC Incorporated (AFL) 0.0 $363k +4% 4.0k 91.68
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $361k -7% 4.2k 85.07
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Nuveen Equity Premium Income Fund (BXMX) 0.0 $359k -4% 27k 13.12
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Zebra Technologies Corporati Cl A (ZBRA) 0.0 $358k +7% 1.3k 282.56
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $356k 2.1k 173.25
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Ishares Esg Awr Msci Em (ESGE) 0.0 $355k +4% 10k 34.95
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $353k -7% 3.3k 105.60
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Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $353k -28% 12k 30.31
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Ishares Tr Us Aer Def Etf (ITA) 0.0 $352k -3% 2.3k 153.09
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Nano Nuclear Energy (NNE) 0.0 $348k +44% 13k 26.46
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Us Bancorp Del Com New (USB) 0.0 $345k +2% 8.2k 42.22
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $344k +2% 7.2k 47.48
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $341k 6.8k 49.90
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Ishares Tr Select Divid Etf (DVY) 0.0 $338k -7% 2.5k 134.30
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Cheniere Energy Com New (LNG) 0.0 $337k +18% 1.5k 231.40
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.0 $336k NEW 9.4k 35.65
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First Tr Value Line Divid In SHS (FVD) 0.0 $335k -4% 7.5k 44.59
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Nextera Energy (NEE) 0.0 $335k 4.7k 70.89
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Casella Waste Sys Cl A (CWST) 0.0 $330k 3.0k 111.51
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $330k NEW 2.7k 122.01
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Rentokil Initial Sponsored Adr (RTO) 0.0 $329k -11% 14k 22.90
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $327k -4% 13k 26.20
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Jackson Financial Com Cl A (JXN) 0.0 $326k +15% 3.9k 83.77
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Bristol Myers Squibb (BMY) 0.0 $323k +6% 5.3k 60.99
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $323k -10% 14k 23.06
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Energizer Holdings (ENR) 0.0 $323k +5% 11k 29.92
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $322k +7% 3.7k 88.01
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $318k +27% 881.00 361.26
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Abbott Laboratories (ABT) 0.0 $311k 2.3k 132.66
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Snap Cl A Call Option (SNAP) 0.0 $311k +33% 36k 8.71
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Capri Holdings SHS (CPRI) 0.0 $306k 16k 19.73
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Guggenheim Strategic Opportu Com Sbi (GOF) 0.0 $304k -41% 20k 15.57
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $302k +7% 5.1k 59.40
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MetLife (MET) 0.0 $300k 3.7k 80.29
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Ares Capital Corporation (ARCC) 0.0 $299k +2% 14k 22.16
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Nuveen Real (JRI) 0.0 $296k -2% 23k 12.94
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Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $294k NEW 8.1k 36.29
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Stanley Black & Decker (SWK) 0.0 $292k -2% 3.8k 76.87
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $290k -7% 1.5k 197.46
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Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.0 $290k -6% 5.0k 58.06
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $284k +3% 12k 23.43
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Dell Technologies CL C (DELL) 0.0 $284k +11% 3.1k 91.16
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Cameco Corporation (CCJ) 0.0 $284k NEW 6.9k 41.16
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Pimco Dynamic Income SHS (PDI) 0.0 $283k -19% 14k 19.80
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Bio Rad Labs Cl A (BIO) 0.0 $279k NEW 1.1k 243.56
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Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.0 $279k NEW 15k 18.06
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Wisdomtree Tr Wisdomtree Us Va (WTV) 0.0 $274k 3.3k 82.17
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $273k -12% 2.6k 103.75
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Colgate-Palmolive Company (CL) 0.0 $273k 2.9k 93.71
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $269k NEW 2.0k 135.68
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Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $265k 33k 7.96
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Parker-Hannifin Corporation (PH) 0.0 $265k 436.00 607.23
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Constellation Energy (CEG) 0.0 $265k +9% 1.3k 201.57
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British Amern Tob Sponsored Adr (BTI) 0.0 $262k NEW 6.3k 41.37
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First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $259k 6.9k 37.49
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Phillips 66 (PSX) 0.0 $258k +4% 2.1k 123.46
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Barrick Gold Corp (GOLD) 0.0 $257k NEW 13k 19.44
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Hormel Foods Corporation (HRL) 0.0 $257k 8.3k 30.94
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Charles River Laboratories (CRL) 0.0 $257k +12% 1.7k 150.52
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $256k 6.2k 41.13
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Ishares Tr Gnma Bond Etf (GNMA) 0.0 $256k -16% 5.8k 43.90
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Stryker Corporation (SYK) 0.0 $255k 686.00 372.27
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Vertiv Holdings Com Cl A (VRT) 0.0 $255k NEW 3.5k 72.20
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Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $253k 12k 21.36
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Warner Bros Discovery Com Ser A (WBD) 0.0 $252k +11% 24k 10.73
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Nike CL B (NKE) 0.0 $247k -10% 3.9k 63.47
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Global X Fds Russell 2000 (RYLD) 0.0 $246k -8% 16k 15.10
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Otis Worldwide Corp (OTIS) 0.0 $246k 2.4k 103.20
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Cintas Corporation (CTAS) 0.0 $244k NEW 1.2k 205.52
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Oneok (OKE) 0.0 $244k +16% 2.5k 99.22
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.0 $244k -7% 7.1k 34.25
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Aim Etf Products Trust Allianzim 6 Mont (SPBX) 0.0 $241k NEW 9.8k 24.50
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Blackrock Capital Allocation Trust (BCAT) 0.0 $240k 17k 14.40
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General Motors Company (GM) 0.0 $239k 5.1k 47.03
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American Electric Power Company (AEP) 0.0 $239k NEW 2.2k 109.26
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Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT) 0.0 $238k NEW 6.4k 37.22
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Spdr Ser Tr Portfli Tips Etf (SPIP) 0.0 $238k -2% 9.0k 26.38
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Trane Technologies SHS (TT) 0.0 $237k 702.00 336.92
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Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) 0.0 $235k NEW 7.9k 29.95
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Establishment Labs Holdings Ord (ESTA) 0.0 $234k NEW 5.7k 40.81
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Victory Portfolios Ii Vcshs Us Discvry (CSF) 0.0 $232k 4.5k 51.55
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Consolidated Edison (ED) 0.0 $232k NEW 2.1k 110.60
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DTE Energy Company (DTE) 0.0 $230k NEW 1.7k 138.27
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Apollo Global Mgmt (APO) 0.0 $229k +13% 1.7k 136.91
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Ishares Tr Core High Dv Etf (HDV) 0.0 $229k NEW 1.9k 121.15
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Global X Fds Artificial Etf (AIQ) 0.0 $227k NEW 6.2k 36.38
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Hartford Financial Services (HIG) 0.0 $224k 1.8k 123.72
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Labcorp Holdings Com Shs (LH) 0.0 $223k -2% 959.00 232.85
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Devon Energy Corporation (DVN) 0.0 $222k -7% 5.9k 37.40
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Danaher Corporation (DHR) 0.0 $219k +7% 1.1k 205.04
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Wisdomtree Tr Us Midcap Divid (DON) 0.0 $216k -15% 4.4k 49.52
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Ishares Msci Brazil Etf (EWZ) 0.0 $215k NEW 8.3k 25.85
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Archer Aviation Com Cl A (ACHR) 0.0 $213k NEW 30k 7.11
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Select Sector Spdr Tr Financial (XLF) 0.0 $210k NEW 4.2k 49.81
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3M Company (MMM) 0.0 $209k -49% 1.4k 146.82
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $208k NEW 7.5k 27.77
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Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.0 $208k NEW 4.3k 47.89
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Innovative Industria A (IIPR) 0.0 $208k -39% 3.8k 54.08
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Ishares Emng Mkts Eqt (EMGF) 0.0 $208k NEW 4.4k 46.78
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Strategy Ns 7handl Idx (HNDL) 0.0 $208k -4% 9.8k 21.09
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $207k NEW 4.0k 52.37
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Ishares Tr Esg Eafe Etf (DMXF) 0.0 $206k -21% 3.1k 67.34
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Nuveen Dynamic Mun Opportuni Com Shs (NDMO) 0.0 $206k +20% 20k 10.26
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $206k -5% 2.5k 82.73
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Innovator Etfs Trust Equity Def Protn (TJUL) 0.0 $205k 7.3k 28.06
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First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.0 $204k 10k 19.87
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $203k -22% 3.2k 64.19
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Dimensional Etf Trust Short Duration F (DFSD) 0.0 $201k NEW 4.2k 47.52
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Totalenergies Se Sponsored Ads (TTE) 0.0 $201k NEW 3.1k 64.69
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Discover Financial Services 0.0 $200k -2% 1.2k 170.63
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Manulife Finl Corp (MFC) 0.0 $200k NEW 6.4k 31.15
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Central Europe and Russia Fund (CEE) 0.0 $195k NEW 14k 14.43
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Victorias Secret And Common Stock (VSCO) 0.0 $194k -10% 10k 18.58
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $193k +4% 17k 11.22
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Lyft Cl A Com (LYFT) 0.0 $175k NEW 15k 11.87
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Uwm Holdings Corporation Com Cl A (UWMC) 0.0 $173k +4% 32k 5.46
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Vale S A Sponsored Ads (VALE) 0.0 $172k +10% 17k 9.98
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Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.0 $169k NEW 12k 14.34
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Cleveland-cliffs (CLF) 0.0 $169k +54% 21k 8.22
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Nuveen Insd Dividend Advantage (NVG) 0.0 $159k 13k 12.38
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Hanesbrands (HBI) 0.0 $152k +9% 26k 5.77
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Permian Resources Corp Class A Com (PR) 0.0 $148k NEW 11k 13.85
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Magnite Ord (MGNI) 0.0 $128k NEW 11k 11.41
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Overstock (BYON) 0.0 $122k NEW 21k 5.80
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Sibanye Stillwater Sponsored Adr (SBSW) 0.0 $117k -2% 26k 4.58
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Compass Minerals International (CMP) 0.0 $110k NEW 12k 9.29
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Ree Automotive Shs Cl A New (REE) 0.0 $101k +110% 38k 2.66
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Clough Global Opportunities Sh Ben Int (GLO) 0.0 $98k 20k 4.89
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Brightspire Capital Com Cl A (BRSP) 0.0 $95k -2% 17k 5.56
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3-d Sys Corp Del Com New Call Option (DDD) 0.0 $94k +172% 45k 2.12
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Sunopta (STKL) 0.0 $75k +3% 16k 4.86
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Ring Energy (REI) 0.0 $69k 60k 1.15
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Maravai Lifesciences Hldgs I Com Cl A (MRVI) 0.0 $56k 25k 2.21
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JetBlue Airways Corporation (JBLU) 0.0 $53k NEW 11k 4.82
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Purple Innovatio (PRPL) 0.0 $46k 61k 0.76
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Bigbear Ai Hldgs (BBAI) 0.0 $39k -10% 14k 2.86
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Puma Biotechnology (PBYI) 0.0 $31k -52% 11k 2.96
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Opendoor Technologies (OPEN) 0.0 $25k -10% 24k 1.02
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Editas Medicine (EDIT) 0.0 $24k NEW 21k 1.16
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Plby Group Ord (PLBY) 0.0 $24k +32% 22k 1.10
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Kopin Corporation (KOPN) 0.0 $10k 11k 0.93
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Past Filings by Patriot Financial Group Insurance Agency

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

View all past filings