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

Companies in the Patriot Financial Group Insurance Agency portfolio as of the June 2021 quarterly 13F filing

Patriot Financial Group Insurance Agency has 2146 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Barnes Group Stock (B) 4.6 $25M 489k 51.25
Ishares Core S&p 500 Etf Etf (IVV) 3.1 $17M +101% 40k 429.91
Apple Stock (AAPL) 2.7 $15M +9% 109k 136.96
Vanguard Dividend Appreciation Index Fund Etf (VIG) 1.7 $9.5M -22% 62k 154.79
Pacer Trendpilot Us Bond Etf Etf (PTBD) 1.4 $7.8M +144% 282k 27.71
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 1.4 $7.7M 79k 98.46
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR) 1.3 $7.1M -24% 309k 22.94
Amazon Stock (AMZN) 1.3 $6.9M +2% 2.0k 3440.08
Ishares S&p 500 Growth Etf Etf (IVW) 1.2 $6.4M +110461% 88k 72.73
Microsoft Corp Stock (MSFT) 1.2 $6.4M +10% 24k 270.91
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 1.2 $6.3M -41% 43k 145.95
Fidelity Msci Information Technology Index Etf Etf (FTEC) 1.0 $5.7M +473% 49k 117.80
Vanguard Total Stock Market Index Fund Etf (VTI) 1.0 $5.7M +6% 26k 222.81
Ishares S&p Small-cap Fund Etf (IJR) 1.0 $5.6M +28% 50k 112.98

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Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 1.0 $5.6M +2119% 42k 134.36
Ishares Core Dividend Growth Etf Etf (DGRO) 1.0 $5.3M +9359% 105k 50.36
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.9 $4.7M +50% 54k 86.04
Vanguard S&p 500 Etf Etf (VOO) 0.9 $4.7M 12k 393.54
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.8 $4.3M -2% 85k 50.34
Nvidia Corporation Stock (NVDA) 0.8 $4.2M -8% 5.3k 800.11
Vanguard Total Bond Market Index Fund Etf (BND) 0.7 $4.0M +14% 46k 85.90
Fidelity Msci Health Care Index Etf Etf (FHLC) 0.7 $3.6M +922% 56k 63.75
Ishares Msci Eafe Value Etf Etf (EFV) 0.6 $3.5M +54% 69k 51.75
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.6 $3.2M -10% 122k 26.60
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.6 $3.2M +17% 1.3k 2441.60
Paypal Hldgs Stock (PYPL) 0.6 $3.2M +19% 11k 291.51
Facebook Inc Cl A Stock (FB) 0.5 $3.0M +10% 8.6k 347.71
Mastercard Incorporated Cl A Stock (MA) 0.5 $2.8M +7% 7.6k 365.14
Walmart Stock (WMT) 0.5 $2.7M +10% 20k 141.04
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.5 $2.7M +35% 53k 51.52
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ) 0.5 $2.7M +43% 52k 51.18
Ishares Russell Top 200 Etf Etf (IWL) 0.5 $2.5M +3% 25k 102.80
Disney Walt Stock (DIS) 0.5 $2.5M +3% 14k 175.78
Ft Cboe Vest Gold Strategy Quarterly Buffer Etf Etf (BGLD) 0.5 $2.5M NEW 129k 19.33
Ishares Core Msci Eafe Etf Etf (IEFA) 0.5 $2.5M +103% 33k 74.85
Verizon Communications Stock (VZ) 0.4 $2.4M +5% 44k 56.02
Peloton Interactive Inc Cl A Stock (PTON) 0.4 $2.4M +43% 19k 124.00
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.4 $2.4M +40% 38k 62.98
Goldman Sachs Access U.s. Aggregate Bond Etf Etf (GCOR) 0.4 $2.3M +95% 47k 48.97
Roku Inc Com Cl A Stock (ROKU) 0.4 $2.3M +17% 5.0k 459.22
Vanguard Mid-cap Index Fund Etf (VO) 0.4 $2.3M +32% 9.6k 237.32
First Trust Preferred Securities And Income Etf Etf (FPE) 0.4 $2.3M +3% 110k 20.60
Qualcomm Stock (QCOM) 0.4 $2.3M +17% 16k 142.95
Cvs Health Corp Stock (CVS) 0.4 $2.2M +57% 27k 83.44
Ishares S&p Midcap Fund Etf (IJH) 0.4 $2.2M +66% 8.2k 268.73
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY) 0.4 $2.2M -33% 42k 52.19
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.4 $2.2M +332% 32k 66.98
Tesla Stock (TSLA) 0.4 $2.1M +15% 3.2k 679.77
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.4 $2.1M 40k 52.98
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $2.1M +11% 842.00 2505.94
Global X Nasdaq 100 Covered Call Etf Etf (QYLD) 0.4 $2.1M +3% 94k 22.43
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE) 0.4 $2.1M +7% 50k 42.07
Ishares Msci Eafe Growth Etf Etf (EFG) 0.4 $2.1M +26% 19k 107.30
Goldman Sachs Activebeta International Equity Etf Etf (GSIE) 0.4 $2.0M +56% 58k 34.93
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $2.0M +14% 7.3k 277.96
Applied Matls Stock (AMAT) 0.4 $2.0M +17% 14k 142.37
Ark Innovation Etf Etf (ARKK) 0.4 $2.0M +6% 15k 130.78
Freeport-mcmoran Inc Cl B Stock (FCX) 0.4 $2.0M +2584% 54k 37.11
Fidelity Msci Financials Index Etf Etf (FNCL) 0.3 $1.9M +8996% 36k 52.35
Target Corp Stock (TGT) 0.3 $1.9M +3% 7.8k 241.71
Visa Inc Com Cl A Stock (V) 0.3 $1.9M +38% 8.1k 233.80
Jpmorgan Chase & Co Stock (JPM) 0.3 $1.9M +7% 12k 155.50
Adobe Systems Incorporated Stock (ADBE) 0.3 $1.8M +7% 3.1k 585.72
Comcast Corp New Cl A Stock (CMCSA) 0.3 $1.7M +36% 31k 57.01
Victoryshares U.s. 500 Enhanced Volatility Wtd Index Etf Etf (CFO) 0.3 $1.7M 24k 71.32
Spdr S&p 500 Etf Etf (SPY) 0.3 $1.7M +5% 4.0k 428.04
Ft Cboe Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) 0.3 $1.7M NEW 32k 53.33
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.3 $1.7M +10% 21k 78.25
Ishares Morningstar Growth Etf Etf (ILCG) 0.3 $1.7M +450% 26k 64.78
Invesco Qqq Trust Etf (QQQ) 0.3 $1.6M +7% 4.6k 354.53
Fidelity Value Factor Etf Etf (FVAL) 0.3 $1.6M +25% 33k 48.06
Pepsico Stock (PEP) 0.3 $1.6M +16% 11k 148.20
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT) 0.3 $1.6M +4% 21k 74.07
Procter And Gamble Stock (PG) 0.3 $1.6M +5% 12k 134.97
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.3 $1.5M +19% 40k 38.57
Ishares S&p 500 Value Etf Etf (IVE) 0.3 $1.5M NEW 10k 147.65
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.3 $1.5M +72% 14k 112.45
Energy Select Sector Spdr Fund Etf (XLE) 0.3 $1.5M +44% 28k 53.86
Alibaba Group Hldg Adr (BABA) 0.3 $1.5M +253% 6.6k 226.80
Mcdonalds Corp Stock (MCD) 0.3 $1.5M +3% 6.4k 231.00
Bristol-myers Squibb Stock (BMY) 0.3 $1.5M +3% 22k 66.80
Goldman Sachs Access Investment Grade Corporate Bond Etf Etf (GIGB) 0.3 $1.5M +102% 27k 54.86
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.3 $1.5M NEW 14k 105.46
Ishares Russell Mid-cap Etf Etf (IWR) 0.3 $1.4M 18k 79.25
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.3 $1.4M +10% 32k 45.49
Blackrock Cap Allocation Tr Cef (BCAT) 0.3 $1.4M 65k 21.88
Price T Rowe Group Stock (TROW) 0.3 $1.4M +9% 7.1k 198.03
Vaneck Vectors Semiconductor Etf Etf (SMH) 0.3 $1.4M +871% 5.3k 262.26
Schwab U.s. Small-cap Etf Etf (SCHA) 0.3 $1.4M +24% 13k 104.63
Fidelity Msci Energy Index Etf Etf (FENY) 0.3 $1.4M +4313% 95k 14.75
At&t Stock (T) 0.3 $1.4M -19% 48k 28.78
Pfizer Stock (PFE) 0.3 $1.4M +13% 35k 39.15
Technology Select Sector Spdr Fund Etf (XLK) 0.3 $1.4M -9% 9.3k 147.68
Johnson & Johnson Stock (JNJ) 0.2 $1.3M +15% 8.2k 164.71
Costco Whsl Corp Stock (COST) 0.2 $1.3M +22% 3.4k 395.64
Veeva Sys Inc Cl A Stock (VEEV) 0.2 $1.3M +5% 4.3k 310.93
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.2 $1.3M +5% 13k 105.05
Fortinet Stock (FTNT) 0.2 $1.3M -17% 5.5k 238.10
Nucor Corp Stock (NUE) 0.2 $1.3M +11% 14k 95.95
Raytheon Technologies Corp Stock (RTX) 0.2 $1.3M +7% 15k 85.28
Wisdomtree U.s. Largecap Fund Etf (EPS) 0.2 $1.3M -10% 28k 46.22
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.2 $1.3M +14% 11k 115.29
Vanguard Total International Stock Etf Etf (VXUS) 0.2 $1.3M -5% 19k 65.70
Netflix Stock (NFLX) 0.2 $1.3M +7% 2.4k 528.28
Lam Research Corp Stock (LRCX) 0.2 $1.2M 1.9k 650.68
Exxon Mobil Corp Stock (XOM) 0.2 $1.2M +4% 20k 63.10
General Electric Stock 0.2 $1.2M +61% 91k 13.46
Clorox Co Del Stock (CLX) 0.2 $1.2M 6.8k 179.88
Activision Blizzard Stock (ATVI) 0.2 $1.2M 13k 95.43
Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.2 $1.2M +10% 24k 49.69
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP) 0.2 $1.2M +51% 18k 66.84
Bk Of America Corp Stock (BAC) 0.2 $1.2M +16% 29k 41.22
Peoples United Financial Stock (PBCT) 0.2 $1.2M 68k 17.15
John Hancock Multifactor Mid Cap Etf Etf (JHMM) 0.2 $1.2M +188% 23k 51.85
X-trackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.2 $1.2M +6% 31k 37.52
Square Inc Cl A Stock (SQ) 0.2 $1.2M +584% 4.7k 243.81
Ishares Russell 1000 Growth Etf Etf (IWF) 0.2 $1.1M 4.2k 271.43
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.2 $1.1M +13% 31k 36.80
Enbridge Stock (ENB) 0.2 $1.1M +32% 28k 40.02
Vanguard Value Index Fund Etf (VTV) 0.2 $1.1M +13% 8.1k 137.45
Cisco Sys Stock (CSCO) 0.2 $1.1M 20k 53.01
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.2 $1.1M -40% 13k 82.87
Home Depot Stock (HD) 0.2 $1.1M +33% 3.3k 318.74
Ishares Commodities Select Strategy Etf Etf (COMT) 0.2 $1.0M +173% 30k 34.52
Wisdomtree Fundamental U.s. Short-term Corporate Bond Fund Etf (SFIG) 0.2 $1.0M -38% 20k 51.50
Boeing Stock (BA) 0.2 $1.0M +2% 4.2k 239.66
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $996k -20% 18k 54.30
Fisker Inc Cl A Com Stk Stock (FSR) 0.2 $993k +20% 52k 19.28
International Business Machs Stock (IBM) 0.2 $972k +7% 6.6k 146.65
Skyworks Solutions Stock (SWKS) 0.2 $960k 5.0k 191.77
Ishares Mbs Etf Etf (MBB) 0.2 $960k -15% 8.9k 108.25
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.2 $955k +5% 5.5k 173.51
Kimberly-clark Corp Stock (KMB) 0.2 $936k +13% 7.0k 133.77
Hologic Stock (HOLX) 0.2 $926k +8% 14k 66.73
Ishares Msci Eafe Esg Select Etf Etf (ESGD) 0.2 $908k 12k 79.02
Unitedhealth Group Stock (UNH) 0.2 $900k +8% 2.2k 400.53
Merck & Co Stock (MRK) 0.2 $891k +14% 12k 77.80
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.2 $884k -3% 6.7k 132.91
Stanley Black & Decker Stock (SWK) 0.2 $875k 4.3k 205.06
Webster Finl Corp Conn Stock (WBS) 0.2 $867k 16k 53.33
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.2 $853k +808% 7.4k 115.46
Lowes Cos Stock (LOW) 0.2 $845k +26% 4.4k 193.94
Moderna Stock (MRNA) 0.2 $841k +40% 3.6k 235.11
Abbvie Stock (ABBV) 0.2 $836k +8% 7.4k 112.70
Fs Kkr Cap Corp Cef (FSK) 0.2 $834k +170% 39k 21.51
Aurinia Pharmaceuticals Stock (AUPH) 0.2 $831k +11% 64k 12.96
Owl Rock Capital Corporation Cef (ORCC) 0.2 $829k 58k 14.27
Ishares Fallen Angels Usd Bond Etf Etf (FALN) 0.2 $827k +34% 28k 29.95
Strategy Shares Nasdaq 7handl Index Etf Etf (HNDL) 0.2 $827k +3% 32k 25.61
Lockheed Martin Corp Stock (LMT) 0.2 $824k +22% 2.2k 378.33
Eversource Energy Stock (ES) 0.1 $821k -24% 10k 80.21
Wisdomtree U.s. Multifactor Fund Etf (USMF) 0.1 $817k -7% 21k 39.34
United Parcel Service Inc Cl B Stock (UPS) 0.1 $816k +10% 3.9k 207.95
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $812k -35% 11k 73.62
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $806k +5% 5.1k 158.63
Lincoln Natl Corp Ind Stock (LNC) 0.1 $803k +4% 13k 62.80
Nuveen Real Asset Income & Gro Cef (JRI) 0.1 $785k 49k 16.08
Ishares Russell 2000 Etf Etf (IWM) 0.1 $776k +65% 3.4k 229.45
Everbridge Stock (EVBG) 0.1 $764k +6% 5.6k 135.99
Gs Activebeta U.s. Small Cap Equity Etf Etf (GSSC) 0.1 $763k +61% 12k 64.99
Ishares Global Financials Etf Etf (IXG) 0.1 $757k NEW 9.8k 77.61
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.1 $757k +4569% 14k 53.51
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $751k -11% 7.2k 103.99
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.1 $737k +1060% 19k 39.54
Coca Cola Stock (KO) 0.1 $733k +13% 14k 54.11
Fedex Corp Stock (FDX) 0.1 $732k +10% 2.5k 298.17
Texas Instrs Stock (TXN) 0.1 $731k +13% 3.8k 192.27
Ulta Beauty Stock (ULTA) 0.1 $730k +22% 2.1k 345.97
Innovative Indl Pptys Reit (IIPR) 0.1 $729k 3.8k 190.99
Invesco Financial Preferred Etf Etf (PGF) 0.1 $727k 38k 19.28
Wells Fargo Stock (WFC) 0.1 $726k +181% 16k 45.27
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.1 $726k +1246% 17k 42.76
Ishares Msci United Kingdom Etf Etf (EWU) 0.1 $723k +25% 22k 32.69
Schwab Short-term U.s. Treasury Etf Etf (SCHO) 0.1 $715k +15% 14k 51.21
Marathon Oil Corp Stock (MRO) 0.1 $706k +8303% 52k 13.62
Intel Corp Stock (INTC) 0.1 $703k +10% 13k 56.15
Nuveen Pfd & Incm Securties Cef (JPS) 0.1 $698k -3% 70k 9.96
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.1 $691k -2% 9.3k 74.18
Vanguard Short-term Bond Index Fund Etf (BSV) 0.1 $686k +20% 8.3k 82.20
Philip Morris Intl Stock (PM) 0.1 $678k +32% 6.8k 99.11
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.1 $671k +81% 13k 52.37
Ishares Biotechnology Fund Etf (IBB) 0.1 $668k +73% 4.1k 163.57
Medtronic Stock (MDT) 0.1 $666k -8% 5.4k 124.18
Wisdomtree Fundamental U.s. High Yield Corporate Bond Fund Etf (WFHY) 0.1 $661k -18% 13k 52.73
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.1 $653k 7.4k 88.78
Nextera Energy Stock (NEE) 0.1 $651k +7% 8.9k 73.25
Industrial Select Sector Spdr Fund Etf (XLI) 0.1 $632k 6.2k 102.43
Snap Inc Cl A Stock (SNAP) 0.1 $631k -2% 9.3k 68.14
Ishares Msci Em Esg Select Etf Etf (ESGE) 0.1 $629k -17% 14k 45.16
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.1 $629k +10% 6.1k 102.90
Goldman Sachs Marketbeta U.s. Equity Etf Etf (GSUS) 0.1 $625k +67% 10k 59.89
Vanguard Growth Index Fund Etf (VUG) 0.1 $624k +25% 2.2k 286.76
Iqvia Hldgs Stock (IQV) 0.1 $616k +31% 2.5k 242.42
Amgen Stock (AMGN) 0.1 $605k +12% 2.5k 243.66
Exelixis Stock (EXEL) 0.1 $604k 33k 18.22
Capital One Finl Corp Stock (COF) 0.1 $603k +5% 3.9k 154.66
BP Adr (BP) 0.1 $601k +647% 23k 26.42
Morgan Stanley Stock (MS) 0.1 $597k -8% 6.5k 91.75
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.1 $592k NEW 5.6k 105.32
Spdr Bloomberg Barclays Convertible Securities Etf Etf (CWB) 0.1 $591k +4% 6.8k 86.77
Broadcom Stock (AVGO) 0.1 $587k 1.2k 476.46
Jpmorgan Betabuilders Japan Etf Etf (BBJP) 0.1 $583k -36% 10k 56.48
Spdr Bloomberg Barclays 1-10 Year Tips Etf Etf (TIPX) 0.1 $582k +698% 28k 21.13
Vanguard Small-cap Index Fund Etf (VB) 0.1 $581k 2.6k 225.46
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $577k NEW 7.1k 80.90
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.1 $571k +16% 16k 36.31
Metlife Stock (MET) 0.1 $571k -10% 9.5k 59.84
Boston Scientific Corp Stock (BSX) 0.1 $568k -2% 13k 42.74
Prudential Finl Stock (PRU) 0.1 $565k +4% 5.5k 102.37
Docusign Stock (DOCU) 0.1 $555k +514% 2.0k 279.46
Vanguard Total International Bond Etf Etf (BNDX) 0.1 $552k -2% 9.7k 57.09
Carrier Global Corporation Stock (CARR) 0.1 $544k +2% 11k 48.61
Tjx Cos Stock (TJX) 0.1 $540k 8.0k 67.40
Aptose Biosciences Stock (APTO) 0.1 $535k -5% 161k 3.32
Ishares Gold Trust Etf (IAU) 0.1 $532k NEW 16k 33.71
Vertex Inc Cl A Stock (VERX) 0.1 $528k +10% 24k 21.92
Allstate Corp Stock (ALL) 0.1 $528k -19% 4.0k 130.43
Teladoc Health Stock (TDOC) 0.1 $528k +13% 3.2k 166.19
General Dynamics Corp Stock (GD) 0.1 $523k 2.8k 188.13
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 0.1 $521k +8% 10k 50.90
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.1 $520k +99% 20k 26.06
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.1 $518k +11% 12k 41.69
Limelight Networks Stock (LLNW) 0.1 $517k +4% 164k 3.15
Goldman Sachs Access Inflation Protected Usd Bond Etf Etf (GTIP) 0.1 $515k +122% 8.9k 57.77
Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf Etf (SRVR) 0.1 $511k +25% 13k 40.30
Victoryshares Us Eq Income Enhanced Volatility Wtd Etf Etf (CDC) 0.1 $511k 7.9k 64.54
Vanguard Intermediate-term Government Bond Etf Etf (VGIT) 0.1 $510k +20% 7.5k 67.80
Altria Group Stock (MO) 0.1 $507k +39% 11k 47.67
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.1 $505k -38% 18k 27.70
Idexx Labs Stock (IDXX) 0.1 $505k 800.00 631.25
Chevron Corp Stock (CVX) 0.1 $502k +18% 4.8k 104.78
Johnson Ctls Intl Stock (JCI) 0.1 $501k -12% 7.3k 68.64
Utilities Select Sector Spdr Fund Etf (XLU) 0.1 $496k 7.9k 63.04
Amplify Online Retail Etf Etf (IBUY) 0.1 $496k 3.8k 129.67
Spdr Gold Shares Etf (GLD) 0.1 $495k +8% 3.0k 165.61
Anthem Stock (ANTM) 0.1 $488k +15% 1.3k 382.15
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $479k +19% 4.0k 120.17
Union Pac Corp Stock (UNP) 0.1 $476k +4% 2.2k 219.96
Prologis Reit (PLD) 0.1 $475k -6% 4.0k 119.41
American Express Stock (AXP) 0.1 $473k +24% 2.9k 165.21
Cigna Corp Stock (CI) 0.1 $472k +8% 2.0k 236.95
Wisdomtree U.s. Smallcap Fund Etf (EES) 0.1 $466k +53% 9.4k 49.36
Spdr Bloomberg Barclays 1-3 Month T-bill Etf Etf (BIL) 0.1 $465k 5.1k 91.52
Vanguard Health Care Index Fund Etf (VHT) 0.1 $458k 1.9k 247.17
Spdr Ssga U.s. Sector Rotation Etf Etf (XLSR) 0.1 $453k +63% 10k 44.37
Nano Dimension Ltd Sponsord Ads Adr (NNDM) 0.1 $451k +3% 55k 8.25
Innovator S&p 500 Power Buffer Etf - April Etf (PAPR) 0.1 $450k +6% 16k 27.86
Nuveen S&p 500 Buy-write Incom Cef (BXMX) 0.1 $449k 31k 14.38
Sorrento Therapeutics Stock (SRNE) 0.1 $448k +108% 46k 9.70
Rpm Intl Stock (RPM) 0.1 $446k +14705% 5.0k 88.60

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