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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Portfolio Holdings for Patriot Financial Group Insurance Agency

Patriot Financial Group Insurance Agency holds 2138 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Patriot Financial Group Insurance Agency has 2138 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p 500 Etf Etf (IVV) 3.2 $16M 41k 379.14
Barnes Group Stock (B) 3.1 $15M 487k 31.14
Disney Walt Stock (DIS) 2.3 $11M -2% 13k 893.42
Apple Stock (AAPL) 2.2 $11M -6% 79k 136.72
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 1.9 $9.6M +9% 166k 57.99
First Trust Lunt U.s. Factor Rotation Etf Etf (FCTR) 1.6 $7.8M +5% 287k 27.19
Vanguard Ftse Developed Markets Etf Etf (VEA) 1.6 $7.7M +19% 189k 40.80
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 1.5 $7.5M -3% 90k 83.90
Ishares Core Dividend Growth Etf Etf (DGRO) 1.5 $7.2M +4% 151k 47.64
Ishares S&p Small-cap Fund Etf (IJR) 1.4 $7.1M +9% 77k 92.42
Vanguard Total Stock Market Index Fund Etf (VTI) 1.4 $7.0M +15% 37k 188.62
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 1.4 $6.7M +14% 128k 52.28
Spdr Portfolio S&p 500 Etf Etf (SPLG) 1.3 $6.4M 145k 44.34
Microsoft Corp Stock (MSFT) 1.2 $5.9M 23k 256.82

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Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 1.2 $5.8M +16% 158k 36.82
Vanguard Mid-cap Index Fund Etf (VO) 1.1 $5.4M +15% 28k 196.96
Fidelity Msci Information Technology Index Etf Etf (FTEC) 1.1 $5.3M +2% 55k 96.51
Ishares S&p 500 Growth Etf Etf (IVW) 1.0 $5.1M 85k 60.35
Ishares S&p 500 Value Etf Etf (IVE) 0.9 $4.7M +102% 34k 137.47
Vanguard Total Bond Market Index Fund Etf (BND) 0.9 $4.5M -5% 60k 75.26
Fidelity Msci Health Care Index Etf Etf (FHLC) 0.9 $4.3M +5% 71k 60.67
Amazon Stock (AMZN) 0.8 $4.0M +2154% 38k 106.21
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.8 $4.0M +64% 45k 89.02
Spdr Gold Shares Etf (GLD) 0.8 $3.9M +10% 23k 168.45
Vanguard S&p 500 Etf Etf (VOO) 0.7 $3.6M +6% 10k 346.84
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW) 0.7 $3.5M +9% 130k 26.92
Ishares Msci Eafe Value Etf Etf (EFV) 0.7 $3.4M +6% 77k 43.40
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.7 $3.3M 44k 74.94
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.7 $3.3M -8% 30k 110.03
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.6 $3.0M 21k 143.48
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.6 $2.9M 59k 49.06
Fidelity Msci Financials Index Etf Etf (FNCL) 0.6 $2.8M +11% 63k 44.64
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.6 $2.8M +9% 30k 94.42
Nvidia Corporation Stock (NVDA) 0.6 $2.8M +15% 18k 151.61
Ishares Core Msci Eafe Etf Etf (IEFA) 0.6 $2.7M +5% 46k 58.85
First Trust Preferred Securities And Income Etf Etf (FPE) 0.5 $2.6M +17% 149k 17.23
Goldman Sachs Access U.s. Aggregate Bond Etf Etf (GCOR) 0.5 $2.5M -8% 57k 43.24
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.5 $2.4M +3% 1.1k 2179.14
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.5 $2.4M 102k 23.90
Fidelity Msci Energy Index Etf Etf (FENY) 0.5 $2.4M +5% 124k 19.40
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.5 $2.4M +45% 49k 47.87
John Hancock Multifactor Mid Cap Etf Etf (JHMM) 0.5 $2.4M +19% 53k 44.18
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.4 $2.1M +12% 51k 41.66
Walmart Stock (WMT) 0.4 $2.0M -10% 16k 121.61
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.4 $1.9M +14% 63k 30.93
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.4 $1.9M 48k 40.22
Ishares S&p Midcap Fund Etf (IJH) 0.4 $1.9M +2% 8.5k 226.29
Exxon Mobil Corp Stock (XOM) 0.4 $1.9M 22k 85.65
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.4 $1.8M +19% 42k 43.08
Global X Nasdaq 100 Covered Call Etf Etf (QYLD) 0.4 $1.8M -2% 103k 17.47
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $1.8M +12% 816.00 2187.50
Goldman Sachs Activebeta International Equity Etf Etf (GSIE) 0.4 $1.8M -12% 64k 27.76
Enbridge Stock (ENB) 0.4 $1.8M +12% 42k 42.25
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.4 $1.7M +21% 37k 46.82
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.3 $1.7M 37k 46.49
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.3 $1.7M -18% 17k 101.68
Victoryshares U.s. 500 Enhanced Volatility Wtd Index Etf Etf (CFO) 0.3 $1.7M +4% 26k 64.26
Qualcomm Stock (QCOM) 0.3 $1.6M -3% 13k 127.73
Johnson & Johnson Stock (JNJ) 0.3 $1.6M +2% 9.2k 177.48
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.3 $1.6M +4% 26k 63.74
Costco Whsl Corp Stock (COST) 0.3 $1.6M -5% 3.2k 479.21
Fidelity Value Factor Etf Etf (FVAL) 0.3 $1.6M -5% 36k 43.02
Tesla Stock (TSLA) 0.3 $1.5M +8% 2.3k 673.42
Procter And Gamble Stock (PG) 0.3 $1.5M +5% 11k 143.77
Cvs Health Corp Stock (CVS) 0.3 $1.5M -7% 16k 92.68
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.3 $1.5M +10% 18k 85.30
Freeport-mcmoran Inc Cl B Stock (FCX) 0.3 $1.5M 51k 29.25
Ishares Russell Top 200 Etf Etf (IWL) 0.3 $1.5M -17% 17k 89.81
Raytheon Technologies Corp Stock (RTX) 0.3 $1.5M 15k 96.08
Comcast Corp New Cl A Stock (CMCSA) 0.3 $1.4M +14% 37k 39.24
Schwab Short-term U.s. Treasury Etf Etf (SCHO) 0.3 $1.4M +28% 28k 49.19
Mcdonalds Corp Stock (MCD) 0.3 $1.4M 5.7k 246.78
Ishares Tips Bond Etf Etf (TIP) 0.3 $1.4M +16% 12k 113.91
Ft Cboe Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) 0.3 $1.4M -9% 28k 49.10
Spdr S&p 500 Etf Etf (SPY) 0.3 $1.4M +7% 3.6k 377.21
Visa Inc Com Cl A Stock (V) 0.3 $1.4M -2% 6.9k 196.82
Ishares Msci Eafe Growth Etf Etf (EFG) 0.3 $1.4M -16% 17k 80.49
Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.3 $1.4M 31k 43.99
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.3 $1.3M +6% 38k 34.78
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.3 $1.3M 46k 28.84
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $1.3M 4.8k 273.03
Vanguard Value Index Fund Etf (VTV) 0.3 $1.3M 9.6k 131.90
Ishares Russell Mid-cap Etf Etf (IWR) 0.2 $1.2M 19k 64.67
Goldman Sachs Marketbeta U.s. Equity Etf Etf (GSUS) 0.2 $1.2M +3% 23k 51.47
Meta Platforms Inc Cl A Stock (META) 0.2 $1.2M +10% 7.5k 161.19
Jpmorgan Chase & Co Stock (JPM) 0.2 $1.2M +7% 11k 112.63
Wisdomtree U.s. Largecap Fund Etf (EPS) 0.2 $1.2M 29k 40.82
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.2 $1.2M -5% 11k 111.75
Fortinet Stock (FTNT) 0.2 $1.2M +400% 21k 56.60
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.2 $1.2M -20% 19k 62.71
Ishares Floating Rate Bond Etf Etf (FLOT) 0.2 $1.1M +9% 23k 49.93
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.2 $1.1M +4% 16k 70.19
Applied Matls Stock (AMAT) 0.2 $1.1M 12k 90.97
Energy Select Sector Spdr Fund Etf (XLE) 0.2 $1.1M -13% 15k 71.52
Ishares Gsci Commodity Dynamic Roll Strategy Etf Etf (COMT) 0.2 $1.1M -8% 26k 40.95
Mastercard Incorporated Cl A Stock (MA) 0.2 $1.1M -7% 3.4k 315.44
Nucor Corp Stock (NUE) 0.2 $1.1M -3% 10k 104.41
Unitedhealth Group Stock (UNH) 0.2 $1.1M -3% 2.0k 513.43
Goldman Sachs Access Investment Grade Corporate Bond Etf Etf (GIGB) 0.2 $1.0M -6% 23k 46.04
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.2 $1.0M +34% 11k 94.47
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.2 $1.0M +40% 14k 71.88
Invesco Qqq Trust Etf (QQQ) 0.2 $1.0M -4% 3.6k 280.41
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.2 $1.0M +92% 17k 60.37
Schwab U.s. Tips Etf Etf (SCHP) 0.2 $1.0M +4% 18k 55.78
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE) 0.2 $997k -23% 35k 28.67
Hologic Stock (HOLX) 0.2 $995k 14k 69.29
Pfizer Stock (PFE) 0.2 $993k +2% 19k 52.42
Blackrock Cap Allocation Tr Cef (BCAT) 0.2 $966k 66k 14.65
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.2 $964k +18% 8.4k 114.86
M & T Bk Corp Stock (MTB) 0.2 $950k NEW 6.0k 159.42
Ishares Russell 1000 Growth Etf Etf (IWF) 0.2 $948k +2% 4.3k 218.79
Bk Of America Corp Stock (BAC) 0.2 $946k +4% 30k 31.12
Coca Cola Stock (KO) 0.2 $944k +7% 15k 62.90
Wells Fargo Stock (WFC) 0.2 $943k +12% 24k 39.16
Merck & Co Stock (MRK) 0.2 $940k 10k 91.16
Ulta Beauty Stock (ULTA) 0.2 $929k +2% 2.4k 385.48
Vanguard Total International Stock Etf Etf (VXUS) 0.2 $925k +11% 18k 51.62
Verizon Communications Stock (VZ) 0.2 $924k -53% 18k 50.73
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $916k 6.3k 145.01
Ishares Mbs Etf Etf (MBB) 0.2 $910k -10% 9.3k 97.47
Abbvie Stock (ABBV) 0.2 $905k 5.9k 153.23
Ishares Morningstar Growth Etf Etf (ILCG) 0.2 $900k -4% 18k 50.11
Philip Morris Intl Stock (PM) 0.2 $894k +3% 9.0k 98.80
Nutrien Stock (NTR) 0.2 $892k 11k 79.71
Vaneck Semiconductor Etf Etf (SMH) 0.2 $891k -9% 4.4k 203.80
Lam Research Corp Stock (LRCX) 0.2 $891k -6% 2.1k 426.32
Ishares Fallen Angels Usd Bond Etf Etf (FALN) 0.2 $876k +6% 36k 24.61
Schwab U.s. Small-cap Etf Etf (SCHA) 0.2 $854k -19% 22k 38.98
Vertex Pharmaceuticals Stock (VRTX) 0.2 $852k -9% 3.0k 281.93
Occidental Pete Corp Stock (OXY) 0.2 $851k +53% 14k 58.90
Schwab U.s. Large-cap Etf Etf (SCHX) 0.2 $845k +11% 19k 44.66
Altria Group Stock (MO) 0.2 $837k +39% 20k 41.78
Iqvia Hldgs Stock (IQV) 0.2 $836k +5% 3.9k 216.97
Eversource Energy Stock (ES) 0.2 $835k 9.9k 84.48
Vanguard High Dividend Yield Etf Etf (VYM) 0.2 $829k +69% 8.2k 101.67
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN) 0.2 $821k 27k 30.05
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF) 0.2 $800k +5% 24k 33.68
Rpm Intl Stock (RPM) 0.2 $790k 10k 78.73
Ishares Msci United Kingdom Etf Etf (EWU) 0.2 $781k 26k 29.98
Medtronic Stock (MDT) 0.2 $773k +17% 8.6k 89.73
Wisdomtree U.s. Multifactor Fund Etf (USMF) 0.2 $765k 21k 36.25
Veeva Sys Inc Cl A Stock (VEEV) 0.2 $756k +14% 3.8k 197.96
Lockheed Martin Corp Stock (LMT) 0.1 $734k -29% 1.7k 429.74
Home Depot Stock (HD) 0.1 $734k -2% 2.7k 274.19
Elevance Health Stock (ANTM) 0.1 $724k -2% 1.5k 482.35
American Tower Corp Reit (AMT) 0.1 $721k -6% 2.8k 255.49
Exelixis Stock (EXEL) 0.1 $718k -9% 35k 20.82
Webster Finl Corp Stock (WBS) 0.1 $716k 17k 42.15
Novo-nordisk A S Adr (NVO) 0.1 $704k -2% 6.3k 111.39
Amgen Stock (AMGN) 0.1 $700k +4% 2.9k 243.22
Dexcom Stock (DXCM) 0.1 $699k +481% 9.4k 74.49
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR) 0.1 $697k +38% 26k 27.00
Owl Rock Capital Corporation Cef (ORCC) 0.1 $696k 57k 12.33
Cigna Corp Stock (CI) 0.1 $695k +5% 2.6k 263.56
Ark Innovation Etf Etf (ARKK) 0.1 $693k -2% 17k 39.89
Pepsico Stock (PEP) 0.1 $690k -59% 4.1k 166.63
Ishares Biotechnology Fund Etf (IBB) 0.1 $680k +3% 5.8k 117.67
Strategy Shares Nasdaq 7handl Index Etf Etf (HNDL) 0.1 $669k -16% 33k 20.61
Jpmorgan Betabuilders Japan Etf Etf (BBJP) 0.1 $661k 15k 44.05
Chevron Corp Stock (CVX) 0.1 $654k -9% 4.5k 144.88
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.1 $649k +22% 13k 50.13
Fs Kkr Cap Corp Cef (FSK) 0.1 $648k -8% 33k 19.41
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.1 $648k +7% 6.3k 102.22
Gs Activebeta U.s. Small Cap Equity Etf Etf (GSSC) 0.1 $640k 12k 52.48
At&t Stock (T) 0.1 $640k +7% 31k 20.97
Invesco S&p Emerging Markets Low Volatility Etf Etf (EELV) 0.1 $639k +7754% 28k 23.24
Alibaba Group Hldg Adr (BABA) 0.1 $637k -47% 5.6k 113.69
Cisco Sys Stock (CSCO) 0.1 $633k +3% 15k 42.61
United Parcel Service Inc Cl B Stock (UPS) 0.1 $632k +21% 3.5k 182.66
Duke Energy Corp Stock (DUK) 0.1 $618k +14% 5.8k 107.27
Price T Rowe Group Stock (TROW) 0.1 $614k 5.4k 113.62
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.1 $610k +55% 7.4k 82.85
Lincoln Natl Corp Ind Stock (LNC) 0.1 $608k +5% 13k 46.74
Denbury Stock (DEN) 0.1 $607k -6% 10k 59.95
Amerisourcebergen Corp Stock (ABC) 0.1 $604k +6% 4.3k 141.55
Metlife Stock (MET) 0.1 $601k +3% 9.6k 62.76
Lowes Cos Stock (LOW) 0.1 $600k +4% 3.4k 174.77
On Semiconductor Corp Stock (ON) 0.1 $586k +2% 12k 50.28
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR) 0.1 $574k 20k 29.49
Vanguard Small-cap Index Fund Etf (VB) 0.1 $574k -22% 3.3k 176.02
X-trackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.1 $572k -33% 16k 34.80
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB) 0.1 $572k 21k 27.00
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $569k +3% 7.0k 81.76
Roku Inc Com Cl A Stock (ROKU) 0.1 $565k 6.9k 82.15
Ishares Msci Eafe Esg Select Etf Etf (ESGD) 0.1 $562k -12% 9.0k 62.78
Tjx Cos Stock (TJX) 0.1 $561k +3% 10k 55.87
Ishares Russell 2000 Etf Etf (IWM) 0.1 $557k -7% 3.3k 169.35
Fidelity Natl Information Svcs Stock (FIS) 0.1 $545k +6% 5.9k 91.74
Boeing Stock (BA) 0.1 $544k 4.0k 136.61
Victoryshares Us Eq Income Enhanced Volatility Wtd Etf Etf (CDC) 0.1 $542k -8% 8.2k 66.06
Advanced Micro Devices Stock (AMD) 0.1 $535k +7% 7.0k 76.44
Ft Cboe Vest U.s. Equity Buffer Etf - April Etf (FAPR) 0.1 $534k -41% 19k 28.40
Broadcom Stock (AVGO) 0.1 $532k +5% 1.1k 485.40
Booking Holdings Stock (BKNG) 0.1 $532k +10% 304.00 1750.00
Conocophillips Stock (COP) 0.1 $523k -3% 5.8k 89.88
Prudential Finl Stock (PRU) 0.1 $520k 5.4k 95.62
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY) 0.1 $520k -43% 12k 44.69
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.1 $517k -11% 17k 29.86
Allstate Corp Stock (ALL) 0.1 $514k +5% 4.1k 126.66
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 0.1 $511k 11k 48.29
Dominion Energy Stock (D) 0.1 $508k +13% 6.4k 79.86
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.1 $501k +31% 5.5k 91.57
Dimensional International Core Equity Market Etf Etf (DFAI) 0.1 $493k -53% 20k 24.15
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.1 $491k -3% 9.0k 54.59
Carmax Stock (KMX) 0.1 $490k +18% 5.4k 90.47
Nextera Energy Stock (NEE) 0.1 $488k -5% 6.3k 77.52
Ishares S&p 100 Etf Etf (OEF) 0.1 $478k +42% 2.8k 172.44
Texas Instrs Stock (TXN) 0.1 $477k +5% 3.1k 153.52
Pimco Active Bond Exchange-traded Fund Etf (BOND) 0.1 $475k +50% 5.0k 95.19
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.1 $475k -2% 6.7k 70.57
Ishares Core High Dividend Etf Etf (HDV) 0.1 $472k +1536% 4.7k 100.51
Invesco Db Us Dollar Index Bullish Fund Etf (UUP) 0.1 $466k +247% 17k 27.94
Innovative Indl Pptys Reit (IIPR) 0.1 $465k +14% 4.2k 109.77
Aurinia Pharmaceuticals Stock (AUPH) 0.1 $461k -8% 46k 10.05
Nuveen Real Asset Income & Gro Cef (JRI) 0.1 $460k -22% 35k 13.08
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.1 $458k +21% 20k 23.14
Industrial Select Sector Spdr Fund Etf (XLI) 0.1 $455k -12% 5.2k 87.37
Vaneck J.p. Morgan Em Local Currency Bond Etf Etf (EMLC) 0.1 $452k +7% 18k 24.51
Union Pac Corp Stock (UNP) 0.1 $450k -3% 2.1k 213.07
Pitney Bowes Stock (PBI) 0.1 $449k -2% 124k 3.62
Fisker Inc Cl A Com Stk Stock (FSR) 0.1 $448k -10% 52k 8.57
Activision Blizzard Stock (ATVI) 0.1 $446k +306% 5.7k 77.78
Spdr Portfolio Long Term Treasury Etf Etf (SPTL) 0.1 $438k +4% 13k 33.09
Vanguard Consumer Staples Index Fund Etf (VDC) 0.1 $435k -3% 2.3k 185.50
Boston Scientific Corp Stock (BSX) 0.1 $434k 12k 37.27
X-trackers Usd High Yield Corporate Bond Etf Etf (HYLB) 0.1 $431k +24% 13k 33.72
Jackson Financial Inc Com Cl A Stock (JXN) 0.1 $424k +35% 16k 26.74
Capital One Finl Corp Stock (COF) 0.1 $421k +5% 4.0k 104.26
Csx Corp Stock (CSX) 0.1 $420k -7% 14k 29.09
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.1 $420k +28% 11k 38.95
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $420k -11% 3.3k 127.16
Stanley Black & Decker Stock (SWK) 0.1 $419k -2% 4.0k 104.85
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.1 $416k +22% 12k 35.94
Morgan Stanley Stock (MS) 0.1 $413k -7% 5.4k 76.02
American Express Stock (AXP) 0.1 $410k +2% 3.0k 138.79
Prologis Reit (PLD) 0.1 $410k 3.5k 117.68
Schwab Fundamental Emerging Markets Large Company Index Etf Etf (FNDE) 0.1 $410k -3% 16k 25.91
Nuveen Pfd & Income Secs Cef (JPS) 0.1 $408k -2% 56k 7.25
Edison Intl Stock (EIX) 0.1 $407k +25% 6.4k 63.24
Crown Castle Intl Corp Reit (CCI) 0.1 $405k -5% 2.4k 168.47
Vanguard Intermediate-term Government Bond Etf Etf (VGIT) 0.1 $401k -43% 6.6k 61.10
Realty Income Corp Reit (O) 0.1 $401k 5.8k 69.31
Lamar Advertising Co New Cl A Reit (LAMR) 0.1 $401k +32% 4.6k 87.86
Ishares National Muni Bond Etf Etf (MUB) 0.1 $397k +289% 3.7k 106.41
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 0.1 $397k +16% 6.9k 57.34
Goldman Sachs Access Inflation Protected Usd Bond Etf Etf (GTIP) 0.1 $396k -3% 7.7k 51.50
Kraneshares Csi China Internet Etf Etf (KWEB) 0.1 $395k +7246% 12k 32.78
Wisdomtree U.s. Smallcap Fund Etf (EES) 0.1 $393k -6% 9.6k 41.14
Spdr Ssga U.s. Sector Rotation Etf Etf (XLSR) 0.1 $390k +2% 10k 38.07
Ishares Msci China Etf Etf (MCHI) 0.1 $389k +41% 7.0k 55.85

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