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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 IVV, IVE, AAPL, MSFT, IJR, and represent 13.87% of Patriot Financial Group Insurance Agency's stock portfolio.
Added to shares of these 10 stocks: FDVV, QQA, IJH, IJR, INDA, FEBU, SMIN, VFLO, QQQM, IVE.
Started 55 new stock positions in ED, GOLD, IGSB, CEE, DTE, HEFA, DFSD, SPYI, BTI, MFC.
Reduced shares in these 10 stocks: Barnes (-$27M), RDIV, BND, FVAL, PVAL, IVV, FLMI, IEMG, WMB, JHMM.
Sold out of its positions in ACXP, ANET, Barnes, CHRS, CMC, DKNG, FVAL, FTCS, FL, FTDR.
Patriot Financial Group Insurance Agency was a net buyer of stock by $18M.
Patriot Financial Group Insurance Agency has $746M in assets under management (AUM), dropping by 0.01%.
Central Index Key (CIK): 0001694883

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Portfolio Holdings for Patriot Financial Group Insurance Agency

Patriot Financial Group Insurance Agency holds 488 positions in its portfolio as reported in the 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	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.7	$20M	+11%	107k	190.58	View chart
Apple (AAPL)	2.2	$16M		73k	222.13	View chart
Microsoft Corporation (MSFT)	2.0	$15M	+7%	39k	375.39	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.5	$11M	+32%	107k	104.57	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.5	$11M	-4%	439k	25.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$11M	+6%	20k	532.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$11M	+16%	21k	513.90	View chart
NVIDIA Corporation (NVDA)	1.3	$10M		92k	108.38	View chart
Amazon (AMZN)	1.3	$9.7M	+8%	51k	190.26	View chart
Ishares Tr Core Div Grwth (DGRO)	1.2	$9.2M	-6%	149k	61.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$9.0M	-2%	33k	274.84	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.2	$9.0M		137k	65.76	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$9.0M		160k	55.88	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	1.0	$7.6M	+39%	220k	34.28	View chart
Meta Platforms Cl A (META)	1.0	$7.5M	+7%	13k	576.34	View chart
JPMorgan Chase & Co. (JPM)	1.0	$7.5M		31k	245.30	View chart
Ishares Tr Core Total Usd (IUSB)	1.0	$7.3M	+22%	159k	46.08	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.9	$6.5M	+11%	134k	48.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$6.5M	+16%	38k	170.89	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$6.4M	-8%	70k	92.83	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$5.8M	+22%	16k	370.82	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$5.5M	+15%	21k	258.62	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.7	$5.4M	-11%	95k	57.30	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.7	$5.4M	+8%	104k	51.78	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.7	$5.3M	-2%	33k	161.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$5.3M	+23%	34k	154.64	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$4.8M	+2%	153k	31.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$4.7M	+2%	30k	156.23	View chart
Visa Com Cl A (V)	0.6	$4.7M		13k	350.45	View chart
Blackrock Etf Trust Ishares Advantag (BALI)	0.6	$4.7M	+26%	163k	28.79	View chart
Philip Morris International (PM)	0.6	$4.6M		29k	158.73	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.6	$4.6M	-13%	38k	119.73	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$4.5M		77k	58.96	View chart
Booking Holdings (BKNG)	0.6	$4.5M	+7%	974.00	4605.93	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.6	$4.4M	+58%	42k	106.02	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.6	$4.2M	+8%	44k	97.48	View chart
Wells Fargo & Company (WFC)	0.6	$4.2M	+5%	59k	71.79	View chart
Wal-Mart Stores (WMT)	0.6	$4.2M	-7%	48k	87.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$4.2M	+249%	71k	58.35	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.6	$4.1M	+29%	52k	80.37	View chart
Exxon Mobil Corporation (XOM)	0.6	$4.1M	-3%	35k	118.93	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.6	$4.1M	NEW	83k	49.60	View chart
Qualcomm (QCOM)	0.5	$4.1M	-4%	26k	153.61	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.5	$4.0M	+27%	35k	116.37	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.5	$3.8M	-10%	97k	39.69	View chart
Invesco Actively Managed Exc Qqq Income Advan (QQA)	0.5	$3.8M	NEW	84k	45.86	View chart
Charles Schwab Corporation (SCHW)	0.5	$3.8M	+9%	48k	78.28	View chart
Comcast Corp Cl A (CMCSA)	0.5	$3.8M	+7%	102k	36.90	View chart
Costco Wholesale Corporation (COST)	0.5	$3.7M	+4%	4.0k	945.75	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.5	$3.7M	-9%	50k	73.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$3.6M	+13%	72k	50.83	View chart
Tesla Motors (TSLA)	0.5	$3.6M	+10%	14k	259.16	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$3.5M	+9%	35k	98.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$3.4M	-3%	18k	187.03	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$3.4M	+28%	6.1k	559.37	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$3.2M	+9%	139k	23.16	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.4	$2.9M	+24%	122k	23.72	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.4	$2.9M	+14%	105k	27.30	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$2.8M	-58%	38k	73.45	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.4	$2.8M		41k	68.32	View chart
Raytheon Technologies Corp (RTX)	0.4	$2.7M	+2%	21k	132.46	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.4	$2.7M	+23%	59k	46.07	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.4	$2.6M	+96%	36k	74.08	View chart
Oracle Corporation (ORCL)	0.4	$2.6M		19k	139.81	View chart
Becton, Dickinson and (BDX)	0.4	$2.6M	+127%	11k	229.07	View chart
Broadcom (AVGO)	0.3	$2.6M	+7%	15k	167.43	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$2.6M	+14%	65k	39.37	View chart
Ishares Tr Msci India Etf (INDA)	0.3	$2.5M	NEW	49k	51.48	View chart
Anthem (ELV)	0.3	$2.5M	+28%	5.8k	434.95	View chart
Medtronic SHS (MDT)	0.3	$2.5M	+13%	28k	89.86	View chart
CarMax (KMX)	0.3	$2.4M	+6%	31k	77.92	View chart
Bank of America Corporation (BAC)	0.3	$2.4M	+5%	59k	41.73	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$2.4M	+613%	13k	193.02	View chart
eBay (EBAY)	0.3	$2.4M	+5%	35k	67.73	View chart
Walt Disney Company (DIS)	0.3	$2.4M	+37%	24k	98.70	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.3	$2.4M	-7%	54k	43.71	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$2.4M	+2%	14k	166.00	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.3	$2.3M	+5%	33k	69.52	View chart
Aim Etf Products Trust Allianzim Us Eq (FEBU)	0.3	$2.2M	NEW	93k	24.08	View chart
ConocoPhillips (COP)	0.3	$2.2M	+6%	21k	105.02	View chart
Ishares Tr Msci India Sm Cp (SMIN)	0.3	$2.2M	NEW	33k	68.09	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$2.2M	+7%	60k	36.41	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$2.2M	-16%	29k	75.65	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$2.1M	-6%	35k	58.94	View chart
Pepsi (PEP)	0.3	$2.1M	+4%	14k	149.94	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.3	$2.1M	+2%	296k	7.05	View chart
Mastercard Incorporated Cl A (MA)	0.3	$2.1M	+21%	3.8k	548.15	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$2.1M	+21%	58k	35.64	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.3	$2.1M	-51%	54k	38.08	View chart
Fortinet (FTNT)	0.3	$2.0M	-10%	21k	96.26	View chart
Applied Materials (AMAT)	0.3	$2.0M	+25%	14k	145.12	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$2.0M	+4%	14k	140.44	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.3	$2.0M	-37%	82k	24.44	View chart
Howmet Aerospace (HWM)	0.3	$2.0M	-18%	15k	129.73	View chart
Capital Group International SHS (CGIC)	0.3	$2.0M	+424%	76k	25.98	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$2.0M	+4%	41k	47.57	View chart
UnitedHealth (UNH)	0.3	$2.0M	+5%	3.7k	523.71	View chart
Starbucks Corporation (SBUX)	0.3	$1.9M	+3%	20k	98.09	View chart
Victory Portfolios Ii Victoryshares Sm (SFLO)	0.3	$1.9M	NEW	79k	24.53	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$1.9M	+12%	60k	32.28	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$1.9M	-4%	21k	93.78	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$1.9M	-2%	28k	68.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.9M	+13%	4.0k	468.87	View chart
Cigna Corp (CI)	0.2	$1.8M		5.6k	329.01	View chart
RPM International (RPM)	0.2	$1.8M		16k	115.68	View chart
Enbridge (ENB)	0.2	$1.8M	+4%	42k	44.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.8M	+10%	67k	26.88	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.2	$1.8M	-3%	26k	68.51	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$1.8M		8.5k	206.48	View chart
Boeing Company (BA)	0.2	$1.7M	-7%	10k	170.55	View chart
Newmont Mining Corporation (NEM)	0.2	$1.7M	-6%	35k	48.28	View chart
Altria (MO)	0.2	$1.7M	-11%	28k	60.02	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$1.7M		40k	41.47	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.2	$1.6M	-3%	63k	25.55	View chart
Chevron Corporation (CVX)	0.2	$1.6M	+2%	9.6k	167.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.6M	+28%	7.1k	221.75	View chart
Bank of New York Mellon Corporation (BK)	0.2	$1.6M	+5%	19k	83.87	View chart
Air Products & Chemicals (APD)	0.2	$1.5M	+27%	5.3k	294.91	View chart
Unilever Spon Adr New (UL)	0.2	$1.5M	+38%	26k	59.55	View chart
Boston Scientific Corporation (BSX)	0.2	$1.5M		15k	100.88	View chart
Iqvia Holdings (IQV)	0.2	$1.5M	+16%	8.6k	176.30	View chart
Johnson & Johnson (JNJ)	0.2	$1.5M		9.1k	165.84	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$1.5M	+33%	19k	79.86	View chart
Netflix (NFLX)	0.2	$1.5M	+7%	1.6k	932.33	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$1.5M	-6%	6.5k	231.63	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$1.5M		40k	37.78	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$1.5M	+79%	25k	59.68	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$1.5M	-11%	3.1k	484.82	View chart
Fiserv (FI)	0.2	$1.5M	+22%	6.7k	220.83	View chart
Lam Research Corp Com New (LRCX)	0.2	$1.5M	-3%	20k	72.70	View chart
Novartis Sponsored Adr (NVS)	0.2	$1.4M	+5%	13k	111.48	View chart
salesforce (CRM)	0.2	$1.4M	+23%	5.3k	268.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$1.4M		35k	40.19	View chart
Verizon Communications (VZ)	0.2	$1.4M	+4%	31k	45.36	View chart
Amgen (AMGN)	0.2	$1.4M		4.4k	311.52	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$1.4M	NEW	43k	31.69	View chart
Ge Aerospace Com New (GE)	0.2	$1.4M	-2%	6.8k	200.16	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$1.4M	+36%	44k	30.98	View chart
Check Point Software Tech Lt Ord (CHKP)	0.2	$1.3M		5.9k	227.92	View chart
Sanofi Sponsored Adr (SNY)	0.2	$1.3M		24k	55.46	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.2	$1.3M	+18%	10k	128.84	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$1.3M		27k	47.58	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$1.3M	-4%	36k	35.66	View chart
Ishares Tr New York Mun Etf (NYF)	0.2	$1.3M	+66%	25k	52.65	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$1.3M	+9%	25k	52.38	View chart
Sei Exchange Traded Funds Select Intl Equi (SEIE)	0.2	$1.3M		49k	26.25	View chart
Analog Devices (ADI)	0.2	$1.3M	+11%	6.3k	201.67	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$1.3M		33k	38.85	View chart
Procter & Gamble Company (PG)	0.2	$1.3M	+3%	7.7k	163.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$1.3M	+8%	35k	35.82	View chart
Merck & Co (MRK)	0.2	$1.3M	-2%	14k	89.76	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$1.3M	-4%	16k	76.57	View chart
AmerisourceBergen (COR)	0.2	$1.2M	+6%	4.5k	278.12	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$1.2M		31k	39.93	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$1.2M	+36%	19k	66.34	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$1.2M	+4%	28k	44.09	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$1.2M	+5%	30k	40.70	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$1.2M	-11%	72k	16.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.2	$1.2M		33k	35.80	View chart
Blackrock (BLK)	0.2	$1.2M	+5%	1.3k	946.25	View chart
Home Depot (HD)	0.2	$1.2M	+3%	3.2k	366.45	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.2M	-49%	22k	53.97	View chart
General Dynamics Corporation (GD)	0.2	$1.2M	+12%	4.3k	272.59	View chart
McKesson Corporation (MCK)	0.2	$1.2M	+8%	1.7k	672.98	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$1.1M		31k	37.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.1M	-6%	25k	45.26	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.2	$1.1M	-22%	24k	46.94	View chart
Adobe Systems Incorporated (ADBE)	0.2	$1.1M	+9%	2.9k	383.53	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$1.1M	+2%	64k	17.59	View chart
CVS Caremark Corporation (CVS)	0.2	$1.1M	+2%	17k	67.75	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.2	$1.1M	-17%	19k	59.28	View chart
International Business Machines (IBM)	0.1	$1.1M	+9%	4.5k	248.67	View chart
Coca-Cola Company (KO)	0.1	$1.1M	-2%	16k	71.62	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.1	$1.1M	-26%	58k	19.17	View chart
Kinross Gold Corp (KGC)	0.1	$1.1M	-8%	86k	12.61	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$1.1M	+6%	12k	92.53	View chart
Entergy Corporation (ETR)	0.1	$1.1M	+12%	13k	85.49	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$1.1M		29k	37.60	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.1M	-16%	3.7k	288.14	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.1M	+15%	15k	69.81	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.1M	-40%	11k	100.00	View chart
Advanced Micro Devices (AMD)	0.1	$1.0M		10k	102.74	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$1.0M	NEW	48k	21.89	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.0M	-8%	19k	54.76	View chart
Pfizer Call Option (PFE)	0.1	$1.0M	+4%	41k	25.34	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.0M	-5%	8.4k	121.97	View chart
Webster Financial Corporation (WBS)	0.1	$1.0M		20k	51.55	View chart
Omni (OMC)	0.1	$1.0M	+8%	12k	82.91	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$1.0M		38k	26.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$1.0M		26k	38.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$1.0M	-3%	27k	37.01	View chart
McDonald's Corporation (MCD)	0.1	$995k		3.2k	312.33	View chart
American Tower Reit (AMT)	0.1	$995k		4.6k	217.61	View chart
Palantir Technologies Cl A (PLTR)	0.1	$987k	-34%	12k	84.40	View chart
Eli Lilly & Co. (LLY)	0.1	$969k		1.2k	826.00	View chart
Abbvie (ABBV)	0.1	$930k	+12%	4.4k	209.50	View chart
Eaton Corp SHS (ETN)	0.1	$926k	-3%	3.4k	271.81	View chart
Diageo Spon Adr New (DEO)	0.1	$922k	+21%	8.8k	104.79	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$905k	NEW	19k	46.57	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$900k	+7%	8.3k	107.88	View chart
Lamar Advertising Cl A (LAMR)	0.1	$895k	+5%	7.9k	113.79	View chart
Blacksky Technology Cl A New (BKSY)	0.1	$879k	-5%	114k	7.73	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$874k	+6%	14k	60.66	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$865k	+15%	26k	33.40	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$851k	+187%	6.7k	127.91	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$844k	-12%	13k	63.53	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.1	$837k	-2%	20k	42.09	View chart
Aim Etf Products Trust Allianzim Us Equ (ARLU)	0.1	$835k	-42%	32k	25.80	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$831k	+2%	8.9k	93.45	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$825k	-18%	22k	37.50	View chart
Wec Energy Group (WEC)	0.1	$820k	+3%	7.5k	108.98	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$808k	+100%	17k	48.82	View chart
Autodesk (ADSK)	0.1	$801k	+32%	3.1k	261.80	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$800k	-15%	5.8k	137.41	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$800k	-30%	13k	62.10	View chart
Docusign (DOCU)	0.1	$791k	+22%	9.7k	81.40	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$789k	-18%	14k	55.09	View chart
Advisorshares Tr Advisorshs Etf (CWS)	0.1	$785k		12k	65.47	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$783k	+110%	2.9k	270.87	View chart
GSK Sponsored Adr (GSK)	0.1	$783k	+12%	20k	38.74	View chart
Goldman Sachs (GS)	0.1	$779k	+6%	1.4k	546.38	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.1	$774k		23k	34.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$768k	NEW	18k	42.15	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.1	$760k	-18%	15k	49.62	View chart
Union Pacific Corporation (UNP)	0.1	$748k		3.2k	236.27	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$741k	+13%	1.4k	542.33	View chart
Texas Instruments Incorporated (TXN)	0.1	$738k	+2%	4.1k	179.68	View chart
United Parcel Service CL B (UPS)	0.1	$730k	+18%	6.6k	109.99	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$727k	+2%	27k	26.58	View chart
At&t (T)	0.1	$726k	-34%	26k	28.28	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$724k		19k	38.44	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$715k	+20%	3.8k	188.17	View chart
Emerson Electric (EMR)	0.1	$708k		6.5k	109.63	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$703k	+47%	23k	30.90	View chart
Honeywell International (HON)	0.1	$696k	+13%	3.3k	211.77	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$688k	+10%	17k	40.76	View chart
H&R Block (HRB)	0.1	$686k	+22%	13k	54.91	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$685k	-15%	8.5k	80.99	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$684k	+13%	24k	28.33	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.1	$683k	NEW	16k	43.50	View chart
Lincoln National Corporation (LNC)	0.1	$679k		19k	35.91	View chart
D-wave Quantum (QBTS)	0.1	$672k	+52%	88k	7.60	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$670k		5.3k	127.08	View chart
Truist Financial Corp equities (TFC)	0.1	$667k	+2%	16k	41.15	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$663k	+98%	11k	61.89	View chart
Intel Corporation (INTC)	0.1	$646k	-33%	29k	22.71	View chart
M&T Bank Corporation (MTB)	0.1	$646k	-12%	3.6k	178.73	View chart
Nxp Semiconductors N V (NXPI)	0.1	$633k	+8%	3.3k	190.06	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$631k	-16%	4.9k	128.95	View chart
Caterpillar (CAT)	0.1	$630k	-3%	1.9k	329.84	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$628k	-7%	5.1k	121.92	View chart
Morgan Stanley Com New (MS)	0.1	$625k		5.4k	116.66	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$624k		24k	25.89	View chart
Fs Kkr Capital Corp (FSK)	0.1	$624k		30k	20.95	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$623k		15k	42.06	View chart
Eversource Energy (ES)	0.1	$622k		10k	62.11	View chart
PNC Financial Services (PNC)	0.1	$619k		3.5k	175.77	View chart
Genuine Parts Company (GPC)	0.1	$619k		5.2k	119.14	View chart
Occidental Petroleum Corporation (OXY)	0.1	$618k	-2%	13k	49.36	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$614k	+4%	2.5k	244.61	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$611k		12k	51.07	View chart
Prudential Financial (PRU)	0.1	$596k	+5%	5.3k	111.68	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$592k		18k	32.99	View chart
Ge Vernova (GEV)	0.1	$589k	+13%	1.9k	305.33	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$587k		3.4k	173.57	View chart
Citigroup Com New (C)	0.1	$582k	+13%	8.2k	70.99	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$581k	-4%	152k	3.82	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$579k	-5%	11k	51.94	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$579k	NEW	18k	31.45	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$575k	+69%	7.5k	76.90	View chart
United Rentals (URI)	0.1	$572k	+13%	913.00	626.46	View chart
Nordstrom	0.1	$572k	+75%	23k	24.45	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$568k	+5%	2.8k	199.49	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$564k	-33%	4.3k	132.23	View chart
Novo-nordisk A S Adr (NVO)	0.1	$552k	-24%	8.0k	69.44	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$552k		5.2k	105.44	View chart
Edison International (EIX)	0.1	$551k	-17%	9.4k	58.92	View chart
Ingredion Incorporated (INGR)	0.1	$544k	-3%	4.0k	135.21	View chart
Sempra Energy (SRE)	0.1	$541k		7.6k	71.36	View chart
Jd.com Spon Ads Cl A (JD)	0.1	$540k	+14%	13k	41.12	View chart
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)	0.1	$539k	NEW	17k	31.58	View chart
Ford Motor Company (F)	0.1	$533k		53k	10.03	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$519k	-2%	12k	43.43	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.1	$517k	-3%	7.9k	65.72	View chart
Broadridge Financial Solutions (BR)	0.1	$517k	-2%	2.1k	242.45	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$514k	+54%	1.7k	306.69	View chart
Prologis (PLD)	0.1	$514k	+5%	4.6k	111.79	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$513k		5.2k	99.34	View chart
Sei Exchange Traded Funds Select Small Cap (SEIS)	0.1	$512k		22k	23.78	View chart
Freeport-mcmoran CL B Call Option (FCX)	0.1	$512k	+16%	14k	37.86	View chart
Automatic Data Processing (ADP)	0.1	$511k	+6%	1.7k	305.56	View chart
Cisco Systems (CSCO)	0.1	$505k	+23%	8.2k	61.71	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$505k		9.8k	51.45	View chart
Diamondback Energy (FANG)	0.1	$504k		3.2k	159.88	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$498k	-2%	21k	24.34	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$496k	-3%	8.2k	60.60	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$493k	-42%	16k	30.87	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$492k	-36%	9.7k	50.52	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$490k	+11%	2.8k	172.74	View chart
TJX Companies (TJX)	0.1	$484k	-4%	4.0k	121.81	View chart
Ameriprise Financial (AMP)	0.1	$484k		999.00	484.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$482k	-20%	16k	29.69	View chart
Sei Exchange Traded Funds Select Emerging (SEEM)	0.1	$481k		19k	24.77	View chart
Fidelity National Information Services (FIS)	0.1	$480k	+5%	6.4k	74.68	View chart
Micron Technology Call Option (MU)	0.1	$475k	+56%	5.5k	86.89	View chart
Allegion Ord Shs (ALLE)	0.1	$469k	+2%	3.6k	130.44	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$468k	+55%	1.5k	312.04	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$467k	+23%	14k	32.92	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$461k	+5%	11k	41.21	View chart
Barings Bdc (BBDC)	0.1	$445k	+107%	47k	9.54	View chart
Yum China Holdings (YUMC)	0.1	$444k	+11%	8.5k	52.06	View chart
American Express Company (AXP)	0.1	$444k	-26%	1.6k	269.12	View chart
Carrier Global Corporation (CARR)	0.1	$437k	+4%	6.9k	63.40	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$436k		5.3k	83.01	View chart
Huntington Ingalls Inds (HII)	0.1	$433k	+2%	2.1k	203.99	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$430k	+10%	4.7k	90.67	View chart
Wyndham Hotels And Resorts (WH)	0.1	$430k	+8%	4.7k	90.50	View chart
Ishares Tr Europe Etf (IEV)	0.1	$429k	-5%	7.4k	58.20	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$428k	+27%	4.7k	90.60	View chart
Lowe's Companies (LOW)	0.1	$427k		2.1k	205.30	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$425k	NEW	9.2k	46.02	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$424k	+8%	16k	26.82	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$423k	+3%	3.0k	139.78	View chart
Rigetti Computing Common Stock (RGTI)	0.1	$423k	+59%	53k	7.92	View chart
Norwegian Cruise Line Hldg L SHS (NCLH)	0.1	$423k	+44%	22k	18.96	View chart
V.F. Corporation (VFC)	0.1	$421k		27k	15.52	View chart
Warner Music Group Corp Com Cl A (WMG)	0.1	$418k	+8%	13k	31.35	View chart
Ecolab (ECL)	0.1	$417k	+19%	1.6k	253.51	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$415k	+25%	5.3k	78.29	View chart
Lockheed Martin Corporation (LMT)	0.1	$411k	-32%	921.00	446.47	View chart
CSX Corporation (CSX)	0.1	$409k	+2%	14k	29.43	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$408k	-6%	4.0k	102.41	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$402k	-20%	9.2k	43.84	View chart
Bumble Com Cl A (BMBL)	0.1	$396k	NEW	91k	4.34	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$395k	-3%	8.5k	46.67	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.1	$395k	-6%	4.7k	84.44	View chart
Verisign (VRSN)	0.1	$393k	+8%	1.5k	253.87	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$392k		7.8k	50.42	View chart
Soundhound Ai Class A Com (SOUN)	0.1	$387k	+59%	48k	8.12	View chart
Unum (UNM)	0.1	$380k		4.7k	81.47	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$377k		3.4k	111.10	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$374k	-2%	1.7k	222.15	View chart
Capital One Financial (COF)	0.0	$373k		2.1k	179.27	View chart
Voyager Therapeutics (VYGR)	0.0	$372k		110k	3.38	View chart
Enterprise Products Partners (EPD)	0.0	$368k		11k	34.14	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$366k	NEW	32k	11.63	View chart
AFLAC Incorporated (AFL)	0.0	$363k	+4%	4.0k	91.68	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$361k	-7%	4.2k	85.07	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.0	$359k	-4%	27k	13.12	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.0	$358k	+7%	1.3k	282.56	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$356k		2.1k	173.25	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$355k	+4%	10k	34.95	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$353k	-7%	3.3k	105.60	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$353k	-28%	12k	30.31	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$352k	-3%	2.3k	153.09	View chart
Nano Nuclear Energy (NNE)	0.0	$348k	+44%	13k	26.46	View chart
Us Bancorp Del Com New (USB)	0.0	$345k	+2%	8.2k	42.22	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$344k	+2%	7.2k	47.48	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$341k		6.8k	49.90	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$338k	-7%	2.5k	134.30	View chart
Cheniere Energy Com New (LNG)	0.0	$337k	+18%	1.5k	231.40	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$336k	NEW	9.4k	35.65	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$335k	-4%	7.5k	44.59	View chart
Nextera Energy (NEE)	0.0	$335k		4.7k	70.89	View chart
Casella Waste Sys Cl A (CWST)	0.0	$330k		3.0k	111.51	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$330k	NEW	2.7k	122.01	View chart
Rentokil Initial Sponsored Adr (RTO)	0.0	$329k	-11%	14k	22.90	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$327k	-4%	13k	26.20	View chart
Jackson Financial Com Cl A (JXN)	0.0	$326k	+15%	3.9k	83.77	View chart
Bristol Myers Squibb (BMY)	0.0	$323k	+6%	5.3k	60.99	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$323k	-10%	14k	23.06	View chart
Energizer Holdings (ENR)	0.0	$323k	+5%	11k	29.92	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$322k	+7%	3.7k	88.01	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$318k	+27%	881.00	361.26	View chart
Abbott Laboratories (ABT)	0.0	$311k		2.3k	132.66	View chart
Snap Cl A Call Option (SNAP)	0.0	$311k	+33%	36k	8.71	View chart
Capri Holdings SHS (CPRI)	0.0	$306k		16k	19.73	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$304k	-41%	20k	15.57	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$302k	+7%	5.1k	59.40	View chart
MetLife (MET)	0.0	$300k		3.7k	80.29	View chart
Ares Capital Corporation (ARCC)	0.0	$299k	+2%	14k	22.16	View chart
Nuveen Real (JRI)	0.0	$296k	-2%	23k	12.94	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$294k	NEW	8.1k	36.29	View chart
Stanley Black & Decker (SWK)	0.0	$292k	-2%	3.8k	76.87	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$290k	-7%	1.5k	197.46	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$290k	-6%	5.0k	58.06	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$284k	+3%	12k	23.43	View chart
Dell Technologies CL C (DELL)	0.0	$284k	+11%	3.1k	91.16	View chart
Cameco Corporation (CCJ)	0.0	$284k	NEW	6.9k	41.16	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$283k	-19%	14k	19.80	View chart
Bio Rad Labs Cl A (BIO)	0.0	$279k	NEW	1.1k	243.56	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.0	$279k	NEW	15k	18.06	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.0	$274k		3.3k	82.17	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$273k	-12%	2.6k	103.75	View chart
Colgate-Palmolive Company (CL)	0.0	$273k		2.9k	93.71	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$269k	NEW	2.0k	135.68	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$265k		33k	7.96	View chart
Parker-Hannifin Corporation (PH)	0.0	$265k		436.00	607.23	View chart
Constellation Energy (CEG)	0.0	$265k	+9%	1.3k	201.57	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$262k	NEW	6.3k	41.37	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$259k		6.9k	37.49	View chart
Phillips 66 (PSX)	0.0	$258k	+4%	2.1k	123.46	View chart
Barrick Gold Corp (GOLD)	0.0	$257k	NEW	13k	19.44	View chart
Hormel Foods Corporation (HRL)	0.0	$257k		8.3k	30.94	View chart
Charles River Laboratories (CRL)	0.0	$257k	+12%	1.7k	150.52	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$256k		6.2k	41.13	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.0	$256k	-16%	5.8k	43.90	View chart
Stryker Corporation (SYK)	0.0	$255k		686.00	372.27	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$255k	NEW	3.5k	72.20	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.0	$253k		12k	21.36	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$252k	+11%	24k	10.73	View chart
Nike CL B (NKE)	0.0	$247k	-10%	3.9k	63.47	View chart
Global X Fds Russell 2000 (RYLD)	0.0	$246k	-8%	16k	15.10	View chart
Otis Worldwide Corp (OTIS)	0.0	$246k		2.4k	103.20	View chart
Cintas Corporation (CTAS)	0.0	$244k	NEW	1.2k	205.52	View chart
Oneok (OKE)	0.0	$244k	+16%	2.5k	99.22	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$244k	-7%	7.1k	34.25	View chart
Aim Etf Products Trust Allianzim 6 Mont (SPBX)	0.0	$241k	NEW	9.8k	24.50	View chart
Blackrock Capital Allocation Trust (BCAT)	0.0	$240k		17k	14.40	View chart
General Motors Company (GM)	0.0	$239k		5.1k	47.03	View chart
American Electric Power Company (AEP)	0.0	$239k	NEW	2.2k	109.26	View chart
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT)	0.0	$238k	NEW	6.4k	37.22	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.0	$238k	-2%	9.0k	26.38	View chart
Trane Technologies SHS (TT)	0.0	$237k		702.00	336.92	View chart
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)	0.0	$235k	NEW	7.9k	29.95	View chart
Establishment Labs Holdings Ord (ESTA)	0.0	$234k	NEW	5.7k	40.81	View chart
Victory Portfolios Ii Vcshs Us Discvry (CSF)	0.0	$232k		4.5k	51.55	View chart
Consolidated Edison (ED)	0.0	$232k	NEW	2.1k	110.60	View chart
DTE Energy Company (DTE)	0.0	$230k	NEW	1.7k	138.27	View chart
Apollo Global Mgmt (APO)	0.0	$229k	+13%	1.7k	136.91	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$229k	NEW	1.9k	121.15	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$227k	NEW	6.2k	36.38	View chart
Hartford Financial Services (HIG)	0.0	$224k		1.8k	123.72	View chart
Labcorp Holdings Com Shs (LH)	0.0	$223k	-2%	959.00	232.85	View chart
Devon Energy Corporation (DVN)	0.0	$222k	-7%	5.9k	37.40	View chart
Danaher Corporation (DHR)	0.0	$219k	+7%	1.1k	205.04	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$216k	-15%	4.4k	49.52	View chart
Ishares Msci Brazil Etf (EWZ)	0.0	$215k	NEW	8.3k	25.85	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$213k	NEW	30k	7.11	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$210k	NEW	4.2k	49.81	View chart
3M Company (MMM)	0.0	$209k	-49%	1.4k	146.82	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$208k	NEW	7.5k	27.77	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$208k	NEW	4.3k	47.89	View chart
Innovative Industria A (IIPR)	0.0	$208k	-39%	3.8k	54.08	View chart
Ishares Emng Mkts Eqt (EMGF)	0.0	$208k	NEW	4.4k	46.78	View chart
Strategy Ns 7handl Idx (HNDL)	0.0	$208k	-4%	9.8k	21.09	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$207k	NEW	4.0k	52.37	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$206k	-21%	3.1k	67.34	View chart
Nuveen Dynamic Mun Opportuni Com Shs (NDMO)	0.0	$206k	+20%	20k	10.26	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$206k	-5%	2.5k	82.73	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.0	$205k		7.3k	28.06	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.0	$204k		10k	19.87	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$203k	-22%	3.2k	64.19	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$201k	NEW	4.2k	47.52	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$201k	NEW	3.1k	64.69	View chart
Discover Financial Services	0.0	$200k	-2%	1.2k	170.63	View chart
Manulife Finl Corp (MFC)	0.0	$200k	NEW	6.4k	31.15	View chart
Central Europe and Russia Fund (CEE)	0.0	$195k	NEW	14k	14.43	View chart
Victorias Secret And Common Stock (VSCO)	0.0	$194k	-10%	10k	18.58	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$193k	+4%	17k	11.22	View chart
Lyft Cl A Com (LYFT)	0.0	$175k	NEW	15k	11.87	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.0	$173k	+4%	32k	5.46	View chart
Vale S A Sponsored Ads (VALE)	0.0	$172k	+10%	17k	9.98	View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)	0.0	$169k	NEW	12k	14.34	View chart
Cleveland-cliffs (CLF)	0.0	$169k	+54%	21k	8.22	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$159k		13k	12.38	View chart
Hanesbrands (HBI)	0.0	$152k	+9%	26k	5.77	View chart
Permian Resources Corp Class A Com (PR)	0.0	$148k	NEW	11k	13.85	View chart
Magnite Ord (MGNI)	0.0	$128k	NEW	11k	11.41	View chart
Overstock (BYON)	0.0	$122k	NEW	21k	5.80	View chart
Sibanye Stillwater Sponsored Adr (SBSW)	0.0	$117k	-2%	26k	4.58	View chart
Compass Minerals International (CMP)	0.0	$110k	NEW	12k	9.29	View chart
Ree Automotive Shs Cl A New (REE)	0.0	$101k	+110%	38k	2.66	View chart
Clough Global Opportunities Sh Ben Int (GLO)	0.0	$98k		20k	4.89	View chart
Brightspire Capital Com Cl A (BRSP)	0.0	$95k	-2%	17k	5.56	View chart
3-d Sys Corp Del Com New Call Option (DDD)	0.0	$94k	+172%	45k	2.12	View chart
Sunopta (STKL)	0.0	$75k	+3%	16k	4.86	View chart
Ring Energy (REI)	0.0	$69k		60k	1.15	View chart
Maravai Lifesciences Hldgs I Com Cl A (MRVI)	0.0	$56k		25k	2.21	View chart
JetBlue Airways Corporation (JBLU)	0.0	$53k	NEW	11k	4.82	View chart
Purple Innovatio (PRPL)	0.0	$46k		61k	0.76	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$39k	-10%	14k	2.86	View chart
Puma Biotechnology (PBYI)	0.0	$31k	-52%	11k	2.96	View chart
Opendoor Technologies (OPEN)	0.0	$25k	-10%	24k	1.02	View chart
Editas Medicine (EDIT)	0.0	$24k	NEW	21k	1.16	View chart
Plby Group Ord (PLBY)	0.0	$24k	+32%	22k	1.10	View chart
Kopin Corporation (KOPN)	0.0	$10k		11k	0.93	View chart

Past Filings by Patriot Financial Group Insurance Agency

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

Patriot Financial Group Insurance Agency 2025 Q1 filed April 14, 2025
Patriot Financial Group Insurance Agency 2024 Q4 filed Jan. 22, 2025
Patriot Financial Group Insurance Agency 2024 Q3 filed Oct. 24, 2024
Patriot Financial Group Insurance Agency 2024 Q2 filed July 26, 2024
Patriot Financial Group Insurance Agency 2024 Q1 filed April 30, 2024
Patriot Financial Group Insurance Agency 2023 Q4 filed Jan. 19, 2024
Patriot Financial Group Insurance Agency 2023 Q3 filed Oct. 19, 2023
Patriot Financial Group Insurance Agency 2023 Q2 filed July 17, 2023
Patriot Financial Group Insurance Agency 2023 Q1 filed April 20, 2023
Patriot Financial Group Insurance Agency 2022 Q4 filed Jan. 17, 2023
Patriot Financial Group Insurance Agency 2022 Q3 filed Nov. 1, 2022
Patriot Financial Group Insurance Agency 2022 Q2 filed July 29, 2022
Patriot Financial Group Insurance Agency 2022 Q1 filed May 11, 2022
Patriot Financial Group Insurance Agency 2021 Q4 filed Jan. 10, 2022
Patriot Financial Group Insurance Agency 2021 Q3 filed Nov. 24, 2021
Patriot Financial Group Insurance Agency 2021 Q2 filed July 30, 2021

View all past filings

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