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 December 2020 quarterly 13F filing

Patriot Financial Group Insurance Agency has 1926 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) 6.2 $25M -2% 484k 50.69
Apple Stock (AAPL) 3.8 $15M +22% 114k 132.69
Vanguard Dividend Appreciation Index Fund Etf (VIG) 2.8 $11M 79k 141.16
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 2.3 $9.3M 72k 128.40
Ft Cboe Vest U.s. Equity Buffer Etf - July Etf (FJUL) 2.1 $8.5M 259k 33.02
Ishares Core S&p 500 Etf Etf (IVV) 1.9 $7.5M 20k 375.38
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 1.7 $6.9M +6% 80k 86.03
Amazon Stock (AMZN) 1.7 $6.7M +41% 2.0k 3256.97
Microsoft Corp Stock (MSFT) 1.2 $5.0M +25% 22k 222.41
Vanguard S&p 500 Etf Etf (VOO) 1.1 $4.4M +23% 13k 343.68
Vanguard Total Stock Market Index Fund Etf (VTI) 1.0 $4.1M +42% 28k 144.66
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY) 1.0 $4.0M +45% 74k 53.69
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.9 $3.8M +16% 86k 43.96
Ishares S&p Small-cap Fund Etf (IJR) 0.9 $3.5M 38k 91.90

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Vanguard Total Bond Market Index Fund Etf (BND) 0.7 $2.9M +10% 33k 88.19
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.7 $2.9M -3% 106k 27.24
Disney Walt Stock (DIS) 0.7 $2.9M +32% 16k 181.16
Tesla Stock (TSLA) 0.7 $2.8M +96% 4.0k 705.43
Nvidia Corporation Stock (NVDA) 0.6 $2.5M +24% 4.8k 522.16
Walmart Stock (WMT) 0.6 $2.5M +17% 17k 144.17
Vaneck Vectors Gold Miners Etf Etf (GDX) 0.6 $2.4M -5% 66k 36.02
Facebook Inc Cl A Stock (FB) 0.6 $2.4M +34% 8.7k 273.10
Verizon Communications Stock (VZ) 0.6 $2.3M +8% 40k 58.75
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE) 0.6 $2.3M +9% 58k 39.67
Mastercard Incorporated Cl A Stock (MA) 0.6 $2.2M +393% 6.3k 356.96
Paypal Hldgs Stock (PYPL) 0.5 $2.2M +9% 9.4k 234.17
Peloton Interactive Inc Cl A Stock (PTON) 0.5 $2.1M +470% 14k 151.74
Qualcomm Stock (QCOM) 0.5 $2.1M -2% 14k 152.36
First Trust Preferred Securities And Income Etf Etf (FPE) 0.5 $2.1M +2% 102k 20.19
Ishares Russell Top 200 Etf Etf (IWL) 0.5 $2.1M 23k 90.27
Wisdomtree U.s. Largecap Fund Etf (EPS) 0.5 $2.0M -7% 49k 40.17
Global X Nasdaq 100 Covered Call Etf Etf (QYLD) 0.5 $1.9M +2% 84k 22.79
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.5 $1.9M -7% 41k 46.09
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.5 $1.9M +5% 28k 67.86
At&t Stock (T) 0.5 $1.8M +19% 64k 28.76
Wisdomtree Fundamental U.s. Short-term Corporate Bond Fund Etf (SFIG) 0.5 $1.8M +588% 35k 51.82
Jpmorgan Chase & Co Stock (JPM) 0.4 $1.7M +29% 13k 127.11
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.4 $1.7M +111% 24k 71.52
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.4 $1.7M 30k 55.28
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.4 $1.6M 35k 47.22
Ishares Msci Eafe Growth Etf Etf (EFG) 0.4 $1.6M +7% 16k 100.89
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) 0.4 $1.6M 43k 37.18
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.4 $1.6M -18% 29k 55.18
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $1.5M +144% 870.00 1752.87
Victoryshares U.s. 500 Enhanced Volatility Wtd Index Etf Etf (CFO) 0.4 $1.5M -34% 24k 62.38
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $1.5M +190% 6.5k 231.84
Procter And Gamble Stock (PG) 0.4 $1.5M +35% 11k 139.16
Bristol-myers Squibb Stock (BMY) 0.4 $1.5M +16% 24k 62.04
Ishares Core Msci Eafe Etf Etf (IEFA) 0.4 $1.5M 21k 69.07
Clorox Co Del Stock (CLX) 0.4 $1.4M +115% 7.1k 201.96
Blackrock Cap Allocation Tr Cef (BCAT) 0.4 $1.4M 65k 21.77
Pepsico Stock (PEP) 0.4 $1.4M +26% 9.5k 148.27
Ark Innovation Etf Etf (ARKK) 0.4 $1.4M +108% 11k 124.49
Adobe Systems Incorporated Stock (ADBE) 0.4 $1.4M +11% 2.8k 500.00
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $1.4M +16% 799.00 1752.19
Target Corp Stock (TGT) 0.3 $1.4M +19% 7.7k 176.49
Cboe Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) 0.3 $1.3M -11% 28k 47.58
Technology Select Sector Spdr Fund Etf (XLK) 0.3 $1.3M +67% 10k 129.99
Mcdonalds Corp Stock (MCD) 0.3 $1.3M +4% 6.1k 214.64
Ishares Russell Mid-cap Etf Etf (IWR) 0.3 $1.3M 19k 68.57
Wisdomtree U.s. Multifactor Fund Etf (USMF) 0.3 $1.3M -5% 36k 35.14
Spdr S&p 500 Etf Etf (SPY) 0.3 $1.3M +2% 3.3k 373.88
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.3 $1.2M +8% 18k 68.20
Roku Inc Com Cl A Stock (ROKU) 0.3 $1.2M -6% 3.7k 332.08
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.3 $1.2M 36k 33.76
Schwab U.s. Large-cap Etf Etf (SCHX) 0.3 $1.2M -22% 13k 90.94
Visa Inc Com Cl A Stock (V) 0.3 $1.2M +102% 5.5k 218.64
Ishares Morningstar Large-cap Growth Etf Etf (JKE) 0.3 $1.2M +3% 4.1k 289.84
Vanguard Mid-cap Index Fund Etf (VO) 0.3 $1.2M +19% 5.8k 206.80
Spdr Portfolio Long Term Corporate Bond Etf Etf (SPLB) 0.3 $1.2M +27% 36k 33.10
Ishares S&p Midcap Fund Etf (IJH) 0.3 $1.2M +2% 5.1k 229.78
Pfizer Stock (PFE) 0.3 $1.2M +97% 32k 36.82
Vanguard Total International Stock Etf Etf (VXUS) 0.3 $1.2M +18% 19k 60.14
Ishares Russell 1000 Growth Etf Etf (IWF) 0.3 $1.2M +4% 4.8k 241.06
Activision Blizzard Stock (ATVI) 0.3 $1.2M +158% 12k 92.88
Cisco Sys Stock (CSCO) 0.3 $1.1M -26% 26k 44.74
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.3 $1.1M +3% 23k 50.13
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.3 $1.1M +22% 27k 42.15
Netflix Stock (NFLX) 0.3 $1.1M -3% 2.1k 540.86
Invesco Qqq Trust Etf (QQQ) 0.3 $1.1M +45% 3.5k 313.68
Redfin Corp Stock (RDFN) 0.3 $1.1M 16k 68.60
Cvs Health Corp Stock (CVS) 0.3 $1.1M +83% 16k 68.30
Johnson & Johnson Stock (JNJ) 0.3 $1.1M +15% 7.0k 157.38
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.3 $1.1M -12% 9.2k 118.15
Veeva Sys Inc Cl A Stock (VEEV) 0.3 $1.1M +11% 4.0k 272.31
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.3 $1.1M 30k 35.66
Comcast Corp New Cl A Stock (CMCSA) 0.3 $1.1M +91% 21k 52.42
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.3 $1.0M -2% 12k 86.92
Okta Inc Cl A Stock (OKTA) 0.3 $1.0M 4.1k 254.33
Wisdomtree Fundamental U.s. High Yield Corporate Bond Fund Etf (WFHY) 0.3 $1.0M 19k 52.48
Raytheon Technologies Corp Stock (RTX) 0.3 $1.0M +15% 14k 71.54
Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.3 $1.0M NEW 20k 50.63
Costco Whsl Corp Stock (COST) 0.2 $987k +32% 2.6k 376.86
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.2 $958k -3% 21k 45.46
Price T Rowe Group Stock (TROW) 0.2 $951k +36% 6.3k 151.36
Fortinet Stock (FTNT) 0.2 $947k +6151% 6.4k 148.50
Boeing Stock (BA) 0.2 $938k +5% 4.4k 214.06
Hologic Stock (HOLX) 0.2 $935k +46% 13k 72.84
X-trackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.2 $927k 28k 33.62
Exxon Mobil Corp Stock (XOM) 0.2 $924k 22k 41.24
Lam Research Corp Stock (LRCX) 0.2 $919k NEW 1.9k 472.49
Applied Matls Stock (AMAT) 0.2 $903k +43% 11k 86.33
Ishares Mbs Etf Etf (MBB) 0.2 $894k +15724% 7.1k 125.54
Merck & Co Stock (MRK) 0.2 $890k +6% 11k 81.76
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.2 $883k -2% 8.5k 104.47
Peoples United Financial Stock (PBCT) 0.2 $875k 68k 12.93
Eversource Energy Stock (ES) 0.2 $864k +6% 10k 86.54
Skyworks Solutions Stock (SWKS) 0.2 $863k +466% 4.6k 185.71
Kimberly-clark Corp Stock (KMB) 0.2 $857k +6% 6.4k 134.81
Owl Rock Capital Corporation Cef (ORCC) 0.2 $825k +199% 65k 12.66
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.2 $803k +121% 28k 28.33
Ishares Msci Eafe Esg Select Etf Etf (ESGD) 0.2 $796k -3% 11k 73.02
Hartford Multifactor Developed Markets Etf (RODM) 0.2 $784k -36% 28k 28.31
Abbvie Stock (ABBV) 0.2 $779k +30% 7.3k 107.17
Ishares Core S&p U.s. Value Etf Etf (IUSV) 0.2 $770k -21% 12k 62.18
Stanley Black & Decker Stock (SWK) 0.2 $753k 4.2k 178.52
Everbridge Stock (EVBG) 0.2 $745k NEW 5.0k 149.00
Aptose Biosciences Stock (APTO) 0.2 $741k +17% 169k 4.38
International Business Machs Stock (IBM) 0.2 $737k +62% 5.9k 125.81
Servicenow Stock (NOW) 0.2 $737k 1.3k 550.41
Nuveen Pfd & Incm Securties Cef (JPS) 0.2 $729k 75k 9.73
Home Depot Stock (HD) 0.2 $726k +16% 2.7k 265.64
Spdr Bloomberg Barclays High Yield Bond Etf Etf (JNK) 0.2 $719k 6.6k 108.92
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $719k +12% 5.3k 136.77
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.2 $710k +2% 4.4k 161.33
Ft Cboe Vest U.s. Equity Deep Buffer Etf - August Etf (DAUG) 0.2 $709k -9% 21k 33.09
Medtronic Stock (MDT) 0.2 $704k +15% 6.0k 117.16
Vertex Inc Cl A Stock (VERX) 0.2 $694k NEW 20k 34.87
Innovative Indl Pptys Reit (IIPR) 0.2 $692k 3.8k 183.07
Webster Finl Corp Conn Stock (WBS) 0.2 $684k +3% 16k 42.17
Strategy Shares Nasdaq 7handl Index Etf Etf (HNDL) 0.2 $684k +11% 27k 25.55
Twitter Stock (TWTR) 0.2 $684k +676% 13k 54.18
Ishares Msci Em Esg Select Etf Etf (ESGE) 0.2 $676k +37% 16k 42.00
Alibaba Group Hldg Adr (BABA) 0.2 $671k +44% 2.9k 232.74
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP) 0.2 $670k NEW 12k 57.66
Invesco Financial Preferred Etf Etf (PGF) 0.2 $667k NEW 35k 19.22
Ishares U.s. Medical Devices Etf Etf (IHI) 0.2 $663k -2% 2.0k 327.41
Coca Cola Stock (KO) 0.2 $654k +22% 12k 54.86
Nuveen Real Asset Income & Gro Cef (JRI) 0.2 $650k +3% 48k 13.47
Ishares Msci Eafe Etf Etf (EFA) 0.2 $645k +26% 8.8k 73.00
Nucor Corp Stock (NUE) 0.2 $629k +11610% 12k 53.18
Nextera Energy Stock (NEE) 0.2 $628k +498% 8.1k 77.11
Wisdomtree Mortgage Plus Bond Fund Etf (MTGP) 0.2 $628k -5% 12k 51.38
Vanguard Value Index Fund Etf (VTV) 0.2 $626k +17% 5.3k 118.88
Spdr Portfolio Long Term Treasury Etf Etf (SPTL) 0.2 $623k +2% 14k 45.14
Unitedhealth Group Stock (UNH) 0.2 $618k +53% 1.8k 350.94
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.2 $617k +20% 9.0k 68.32
Bk Of America Corp Stock (BAC) 0.2 $612k +2% 20k 30.29
Spdr Gold Shares Etf (GLD) 0.1 $592k +20% 3.3k 178.47
Exelixis Stock (EXEL) 0.1 $589k +1554% 29k 20.05
Lincoln Natl Corp Ind Stock (LNC) 0.1 $582k +471% 12k 50.27
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 0.1 $580k -9% 11k 54.03
Boston Scientific Corp Stock (BSX) 0.1 $570k +2% 16k 35.96
Intel Corp Stock (INTC) 0.1 $570k -19% 11k 49.85
Vanguard Total International Bond Etf Etf (BNDX) 0.1 $567k +7% 9.7k 58.54
Ishares Msci Acwi Index Fund Etf (ACWI) 0.1 $567k 6.3k 90.72
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.1 $566k +3% 7.4k 76.39
Teladoc Health Stock (TDOC) 0.1 $565k NEW 2.8k 199.79
Broadcom Stock (AVGO) 0.1 $562k -2% 1.3k 438.04
Ishares Msci Eafe Value Etf Etf (EFV) 0.1 $561k 12k 47.23
Vanguard Intermediate-term Bond Index Fund Etf (BIV) 0.1 $561k +34% 6.0k 92.85
Metlife Stock (MET) 0.1 $560k 12k 46.96
Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf Etf (SRVR) 0.1 $554k +7% 16k 35.82
Allstate Corp Stock (ALL) 0.1 $552k 5.0k 109.96
Ishares Msci Usa Size Factor Etf Etf (SIZE) 0.1 $546k -48% 4.9k 111.16
Spdr Doubleline Short Duration Total Return Tactical Etf Etf (STOT) 0.1 $546k +9% 11k 49.79
Limelight Networks Stock (LLNW) 0.1 $546k +708% 137k 3.99
Tjx Cos Stock (TJX) 0.1 $545k +5% 8.0k 68.28
Texas Instrs Stock (TXN) 0.1 $542k +44% 3.3k 164.04
General Electric Stock (GE) 0.1 $542k +47% 50k 10.80
Spdr Bloomberg Barclays Convertible Securities Etf Etf (CWB) 0.1 $533k +9% 6.4k 82.74
Ishares Comex Gold Trust Etf (IAU) 0.1 $522k +134% 29k 18.12
Vanguard Short-term Bond Index Fund Etf (BSV) 0.1 $518k +86% 6.2k 82.96
Schwab Short-term U.s. Treasury Etf Etf (SCHO) 0.1 $516k +57% 10k 51.44
United Parcel Service Inc Cl B Stock (UPS) 0.1 $512k +127% 3.0k 168.37
Workday Inc Cl A Stock (WDAY) 0.1 $512k 2.1k 239.59
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.1 $505k 4.4k 115.80
Spdr Gold Minishares Trust Etf (GLDM) 0.1 $503k +1285% 27k 18.95
Lockheed Martin Corp Stock (LMT) 0.1 $502k +35% 1.4k 354.77
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.1 $494k -8% 14k 34.84
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 0.1 $493k -54% 9.6k 51.49
Starbucks Corp Stock (SBUX) 0.1 $489k +40% 4.6k 106.98
Ulta Beauty Stock (ULTA) 0.1 $489k +3051% 1.7k 287.31
Pure Storage Inc Cl A Stock (PSTG) 0.1 $486k 22k 22.61
Amgen Stock (AMGN) 0.1 $477k -3% 2.1k 229.66
Spdr Bloomberg Barclays 1-3 Month T-bill Etf Etf (BIL) 0.1 $475k +497% 5.2k 91.45
Morgan Stanley Stock (MS) 0.1 $472k +12% 6.9k 68.48
Fs Kkr Cap Corp Ii Stock (FSKR) 0.1 $468k 29k 16.41
Snap Inc Cl A Stock (SNAP) 0.1 $464k -2% 9.3k 50.11
Vanguard Health Care Index Fund Etf (VHT) 0.1 $464k +121% 2.1k 223.72
Utilities Select Sector Spdr Fund Etf (XLU) 0.1 $453k +559% 7.2k 62.72
Johnson Ctls Intl Stock (JCI) 0.1 $451k -7% 9.7k 46.59
Nano Dimension Ltd Sponsord Ads Adr (NNDM) 0.1 $444k 49k 9.10
Global X Internet Of Things Thematic Etf Etf (SNSR) 0.1 $444k +97% 14k 31.81
Amplify Online Retail Etf Etf (IBUY) 0.1 $437k 3.8k 114.25
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.1 $437k +38% 4.5k 96.98
Fedex Corp Stock (FDX) 0.1 $437k 2.1k 211.11
Wisdomtree Dynamic Currency Hedged International Equity Fund Etf (DDWM) 0.1 $436k -12% 16k 27.85
Blackrock Short Maturity Bond Etf Etf (NEAR) 0.1 $433k -11% 8.6k 50.15
Fidelity Value Factor Etf Etf (FVAL) 0.1 $433k NEW 11k 40.65
Union Pac Corp Stock (UNP) 0.1 $432k -11% 2.1k 208.19
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.1 $428k -12% 17k 25.09
Prologis Reit (PLD) 0.1 $426k -4% 4.3k 99.63
Hingham Instn Svgs Mass Stock (HIFS) 0.1 $423k 2.0k 215.93
Blackstone Group Inc Com Cl A Stock (BX) 0.1 $420k +11% 6.5k 64.88
Advanced Micro Devices Stock (AMD) 0.1 $419k -6% 4.6k 91.68
Vanguard Small-cap Index Fund Etf (VB) 0.1 $419k +62% 2.2k 194.79
Global X Cloud Computing Etf Etf (CLOU) 0.1 $415k +282% 15k 27.90
Enbridge Stock (ENB) 0.1 $414k +43% 12k 33.40
First Trust Cloud Computing Etf Etf (SKYY) 0.1 $412k +2% 4.3k 95.06
General Dynamics Corp Stock (GD) 0.1 $407k +13% 2.7k 148.65
Idexx Labs Stock (IDXX) 0.1 $400k 800.00 500.00
Editas Medicine Stock (EDIT) 0.1 $398k -35% 5.7k 70.10
Prudential Finl Stock (PRU) 0.1 $394k +81% 5.0k 78.13
Aurinia Pharmaceuticals Stock (AUPH) 0.1 $384k +186% 28k 13.83
Vanguard Growth Index Fund Etf (VUG) 0.1 $383k +60% 1.5k 253.31
Vanguard Information Technology Index Fund Etf (VGT) 0.1 $380k +198% 1.1k 354.15
Ishares Preferred And Income Securities Etf Etf (PFF) 0.1 $380k +735% 9.9k 38.49
Ishares Nasdaq Biotechnology Index Fund Etf (IBB) 0.1 $379k +202% 2.5k 151.48
Lowes Cos Stock (LOW) 0.1 $377k +17% 2.3k 160.49
Spdr Portfolio Mortgage Backed Bond Etf Etf (SPMB) 0.1 $374k +743% 14k 26.43
Nuveen S&p 500 Buy-write Cef (BXMX) 0.1 $374k +5% 29k 12.88
Vanguard High Dividend Yield Etf Etf (VYM) 0.1 $373k -36% 4.1k 91.60
Western Un Stock (WU) 0.1 $369k 17k 21.94
Eaton Vance Muni Income Trust Sh Ben Int Cef (EVN) 0.1 $368k NEW 28k 13.38
Vereit Reit 0.1 $361k NEW 9.6k 37.77
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.1 $360k NEW 12k 31.29
Ishares Msci United Kingdom Etf Etf (EWU) 0.1 $354k +4% 12k 29.25
Victoryshares Us Eq Income Enhanced Volatility Wtd Etf Etf (CDC) 0.1 $352k +16% 6.5k 53.79
Chevron Corp Stock (CVX) 0.1 $351k +108% 4.2k 84.38
Csx Corp Stock (CSX) 0.1 $349k +4% 3.9k 90.65
Salesforce Stock (CRM) 0.1 $347k 1.6k 222.58
Carrier Global Corporation Stock (CARR) 0.1 $346k +4% 9.2k 37.67
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.1 $345k +18% 8.4k 41.23
Ft Cboe Vest U.s. Equity Deep Buffer Etf - November Etf (DNOV) 0.1 $344k -96% 10k 33.28
Caterpillar Stock (CAT) 0.1 $343k +90% 1.9k 182.25
Capital One Finl Corp Stock (COF) 0.1 $342k +5% 3.5k 98.82
Invesco S&p Midcap 400 Revenue Etf Etf (RWK) 0.1 $341k +4% 4.8k 71.06
Nike Inc Cl B Stock (NKE) 0.1 $341k +11% 2.4k 141.44
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.1 $341k +4% 5.5k 62.07
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.1 $337k +3091% 6.6k 51.01
Wisdomtree U.s. Smallcap Fund Etf (EES) 0.1 $337k -23% 8.7k 38.84
Jpmorgan Research Enhanced High Yield Etf Etf (JPHY) 0.1 $333k -3% 6.4k 51.96
Invesco S&p 500 Revenue Etf Etf (RWL) 0.1 $331k 5.3k 62.37
Nxp Semiconductors N V Stock (NXPI) 0.1 $330k +44% 2.1k 159.19
Vanguard Total Corporate Bond Etf Etf (VTC) 0.1 $329k +11% 3.5k 94.30
Mr Cooper Group Stock (COOP) 0.1 $328k 11k 31.02
On Semiconductor Corp Stock (ON) 0.1 $327k 10k 32.70
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $324k +15% 2.8k 116.17
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.1 $324k +27% 6.3k 51.10

Past Filings by Patriot Financial Group Insurance Agency

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