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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 AAPL, IVV, NVDA, MSFT, GOOG, and represent 10.80% of Patriot Financial Group Insurance Agency's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$24M), NVDA (+$22M), IVV (+$20M), MSFT (+$20M), GOOG (+$19M), VOO (+$15M), DYNF (+$15M), AMZN (+$13M), BRK.B (+$13M), BALI (+$11M).
Started 217 new stock positions in MRNA, PPG, ESGD, NJUL, SHYG, CMI, EIX, BE, CIEN, HACK.
Reduced shares in these 10 stocks: COWG, XLG, D, VEEV, AKRE, ANET, SOUN, TM, ZBRA, SBUX.
Sold out of its positions in APA, BIDU, BSAC, BBY, EDIT, EA, UUUU, Nuveen Equity Premium Income Fund, OXY, COWG.
Patriot Financial Group Insurance Agency was a net buyer of stock by $956M.
Patriot Financial Group Insurance Agency has $1.8B in assets under management (AUM), dropping by 111.06%.
Central Index Key (CIK): 0001694883

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Portfolio Holdings for Patriot Financial Group Insurance Agency

Patriot Financial Group Insurance Agency holds 693 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Patriot Financial Group Insurance Agency has 693 total positions. Only the first 250 positions are shown.

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Download the Patriot Financial Group Insurance Agency March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	2.5	$44M	+123%	173k	253.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$40M	+100%	61k	653.22	View chart
NVIDIA Corporation (NVDA)	2.2	$39M	+130%	223k	174.40	View chart
Microsoft Corporation (MSFT)	2.1	$37M	+121%	99k	370.17	View chart
Alphabet Cap Stk Cl C (GOOG)	1.8	$32M	+140%	112k	286.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$28M	+111%	47k	597.54	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.5	$26M	+126%	450k	58.18	View chart
Amazon (AMZN)	1.4	$25M	+120%	118k	208.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$25M	+110%	51k	479.19	View chart
JPMorgan Chase & Co. (JPM)	1.1	$19M	+129%	66k	294.16	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	1.1	$19M	+137%	613k	30.81	View chart
Meta Platforms Cl A (META)	1.0	$18M	+137%	32k	572.13	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.0	$18M	+99%	314k	56.68	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$18M	+140%	55k	320.81	View chart
Spdr Series Trust State Street Spd (SPYM)	1.0	$18M	+130%	228k	76.54	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.8	$14M	+103%	119k	119.51	View chart
Costco Wholesale Corporation (COST)	0.8	$14M	+137%	14k	996.49	View chart
Philip Morris International (PM)	0.8	$14M	+106%	83k	165.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$14M	+100%	47k	287.18	View chart
Ishares Gold Tr Ishares New (IAU)	0.8	$14M	+91%	154k	88.16	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$14M	+90%	466k	29.13	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$13M	+107%	119k	113.11	View chart
Spdr Series Trust State Street Spd (SPYG)	0.7	$13M	+102%	135k	97.91	View chart
Exxon Mobil Corporation (XOM)	0.7	$13M	+106%	78k	169.66	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.7	$13M	+108%	319k	41.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$13M	+77%	60k	215.06	View chart
Wells Fargo & Company (WFC)	0.7	$13M	+121%	162k	79.61	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$12M	+100%	28k	436.78	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$12M	+99%	313k	38.96	View chart
Visa Com Cl A (V)	0.7	$12M	+362%	40k	302.24	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$12M	+98%	207k	55.52	View chart
Palantir Technologies Cl A (PLTR)	0.6	$11M	+107%	78k	146.28	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.6	$11M	+87%	244k	46.40	View chart
Netflix (NFLX)	0.6	$11M	+94%	115k	96.15	View chart
Broadcom (AVGO)	0.6	$11M	+79%	35k	309.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$11M	+93%	50k	211.15	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$11M	+100%	55k	191.81	View chart
Raytheon Technologies Corp (RTX)	0.6	$10M	+128%	54k	192.90	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$10M	+109%	119k	86.64	View chart
Tesla Motors (TSLA)	0.6	$10M	+115%	27k	371.75	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$10M	+110%	101k	99.27	View chart
Lam Research Corp Com New (LRCX)	0.5	$9.7M	+78%	46k	213.66	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.5	$9.7M	+100%	175k	55.24	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.5	$9.6M	+84%	143k	67.12	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.5	$9.2M	+99%	86k	106.68	View chart
Wal-Mart Stores (WMT)	0.5	$8.9M	+44%	72k	124.28	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.5	$8.6M	+92%	189k	45.65	View chart
Booking Holdings (BKNG)	0.5	$8.5M	+114%	2.0k	4210.17	View chart
Charles Schwab Corporation (SCHW)	0.5	$8.4M	+111%	90k	93.98	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.5	$8.4M	+110%	327k	25.55	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.5	$8.3M	+100%	99k	84.52	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$8.2M	+99%	177k	46.19	View chart
ConocoPhillips (COP)	0.5	$8.0M	+102%	61k	132.00	View chart
Chevron Corporation (CVX)	0.4	$7.9M	+132%	38k	206.90	View chart
Comcast Corp Cl A (CMCSA)	0.4	$7.9M	+113%	274k	28.71	View chart
Ge Aerospace Com New (GE)	0.4	$7.8M	+96%	28k	283.78	View chart
Newmont Mining Corporation (NEM)	0.4	$7.8M	+116%	72k	108.25	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$7.7M	+41%	111k	69.75	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$7.7M	+41%	12k	650.36	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.4	$7.7M	+108%	234k	32.95	View chart
Verizon Communications (VZ)	0.4	$7.5M	+189%	150k	50.20	View chart
Advanced Micro Devices (AMD)	0.4	$7.2M	+107%	35k	203.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$7.2M	+94%	58k	124.31	View chart
Capital Group Core Balanced SHS (CGBL)	0.4	$7.0M	+286%	203k	34.41	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.4	$7.0M	+1675%	234k	29.78	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$6.9M	+132%	46k	148.10	View chart
Applied Materials (AMAT)	0.4	$6.8M	+109%	20k	341.79	View chart
Abbvie (ABBV)	0.4	$6.7M	+105%	31k	217.50	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXO)	0.4	$6.7M	+96%	197k	33.78	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$6.6M	+104%	286k	23.22	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.4	$6.6M	+106%	183k	36.22	View chart
Analog Devices (ADI)	0.4	$6.5M	+108%	21k	318.15	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.4	$6.5M	+103%	141k	46.07	View chart
Mastercard Incorporated Cl A (MA)	0.4	$6.4M	+105%	13k	499.64	View chart
Caterpillar (CAT)	0.4	$6.4M	+354%	9.0k	708.44	View chart
Ge Vernova (GEV)	0.4	$6.3M	+96%	7.2k	872.90	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.3	$6.2M	+151%	122k	50.58	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$6.1M	+88%	80k	77.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$6.1M	+125%	96k	64.08	View chart
Medtronic SHS (MDT)	0.3	$6.1M	+118%	70k	86.65	View chart
Novartis Sponsored Adr (NVS)	0.3	$6.0M	+111%	40k	152.75	View chart
Becton, Dickinson and (BDX)	0.3	$6.0M	+119%	38k	157.23	View chart
Home Depot (HD)	0.3	$5.9M	+97%	18k	328.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$5.9M	+105%	21k	287.56	View chart
Bank of America Corporation (BAC)	0.3	$5.9M	+251%	121k	48.75	View chart
Omni (OMC)	0.3	$5.8M	+121%	77k	75.31	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$5.7M	+83%	24k	237.63	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$5.7M	+121%	185k	30.68	View chart
Howmet Aerospace (HWM)	0.3	$5.6M	+95%	24k	230.45	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$5.5M	+101%	130k	42.54	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.3	$5.5M	+280%	108k	50.84	View chart
General Dynamics Corporation (GD)	0.3	$5.4M	+118%	16k	343.22	View chart
Bank of New York Mellon Corporation (BK)	0.3	$5.3M	+114%	45k	118.63	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.3	$5.3M	+115%	213k	24.79	View chart
Spdr Series Trust Bloomberg Short (BWZ)	0.3	$5.2M	+105%	191k	26.92	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$5.1M	NEW	51k	100.57	View chart
Enbridge (ENB)	0.3	$5.1M	+80%	95k	54.14	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$5.0M	+47%	67k	74.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$4.9M	+100%	8.5k	577.18	View chart
Walt Disney Company (DIS)	0.3	$4.9M	+218%	51k	96.38	View chart
Oracle Corporation (ORCL)	0.3	$4.9M	+25%	33k	147.11	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.3	$4.8M	+345%	134k	35.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$4.8M	+99%	18k	261.93	View chart
Ishares Euro High Yield (EUHY)	0.3	$4.8M	+106%	91k	52.46	View chart
Johnson & Johnson (JNJ)	0.3	$4.8M	+2%	20k	244.45	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$4.8M	+106%	50k	94.95	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$4.8M	+118%	65k	73.64	View chart
McKesson Corporation (MCK)	0.3	$4.7M	+118%	5.5k	865.32	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$4.7M	+137%	55k	84.91	View chart
Aim Etf Products Trust Allianzim Buf 15 (SPBU)	0.3	$4.6M	+87%	168k	27.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$4.5M	+104%	67k	67.53	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.2	$4.4M	+114%	97k	45.86	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$4.4M	+101%	62k	70.18	View chart
Blacksky Technology Cl A New (BKSY)	0.2	$4.3M	+88%	171k	25.16	View chart
Unilever Spon Adr New (UL)	0.2	$4.2M	+112%	74k	56.97	View chart
Linde SHS (LIN)	0.2	$4.2M	+271%	8.5k	495.77	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$4.2M	+99%	53k	79.06	View chart
Barrick Mng Corp Com Shs (B)	0.2	$4.2M	+87%	102k	40.79	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$4.1M	+110%	19k	218.76	View chart
Kinross Gold Corp (KGC)	0.2	$4.0M	+93%	132k	30.52	View chart
Victory Portfolios Ii Victoryshares Sm (SFLO)	0.2	$4.0M	+84%	134k	30.03	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$4.0M	+99%	63k	63.91	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$3.9M	+81%	111k	35.59	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$3.9M	+102%	35k	112.11	View chart
Boston Properties (BXP)	0.2	$3.9M	NEW	75k	51.90	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$3.9M	+102%	21k	181.42	View chart
Nextera Energy (NEE)	0.2	$3.8M	+235%	41k	92.88	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$3.8M	+106%	75k	50.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$3.8M	+132%	82k	46.13	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.2	$3.8M	+105%	739k	5.10	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$3.7M	+113%	50k	75.19	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.2	$3.6M	+114%	28k	128.26	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$3.5M	NEW	155k	22.91	View chart
Altria (MO)	0.2	$3.5M	+86%	53k	65.99	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.2	$3.5M	NEW	109k	32.15	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.2	$3.5M	+99%	47k	74.15	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$3.4M	+100%	80k	42.72	View chart
Fortinet (FTNT)	0.2	$3.4M	+103%	41k	81.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$3.3M	+96%	72k	45.97	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$3.2M	+105%	66k	49.41	View chart
Eli Lilly & Co. (LLY)	0.2	$3.2M	+110%	3.5k	919.72	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$3.2M	NEW	47k	68.47	View chart
RPM International (RPM)	0.2	$3.2M	+99%	32k	99.40	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.2	$3.2M	+98%	67k	46.91	View chart
Coca-Cola Company (KO)	0.2	$3.1M	+109%	41k	76.05	View chart
Ishares Tr New York Mun Etf (NYF)	0.2	$3.1M	+114%	58k	53.12	View chart
Cigna Corp (CI)	0.2	$3.1M	+88%	12k	266.77	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$3.1M	+100%	13k	240.00	View chart
Carvana Cl A (CVNA)	0.2	$3.0M	NEW	9.7k	314.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$3.0M	+114%	75k	40.10	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$3.0M	+52%	33k	91.77	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$3.0M	+99%	44k	67.59	View chart
Pfizer Call Option (PFE)	0.2	$3.0M	+294%	106k	28.08	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$2.9M	+101%	72k	40.86	View chart
Bluerock Pvt Real Estate (BPRE)	0.2	$2.9M	+94%	177k	16.61	View chart
American Electric Power Company (AEP)	0.2	$2.9M	+128%	22k	131.08	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$2.9M	+96%	68k	43.11	View chart
GSK Sponsored Adr (GSK)	0.2	$2.9M	+117%	52k	55.19	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$2.9M	+97%	72k	39.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$2.8M	+109%	63k	44.62	View chart
Amgen (AMGN)	0.2	$2.8M	+301%	7.8k	351.83	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.2	$2.8M	+109%	54k	51.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$2.7M	+108%	65k	42.50	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$2.7M	+101%	6.1k	446.54	View chart
Valero Energy Corporation (VLO)	0.2	$2.7M	+33%	11k	247.06	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$2.7M	+59%	52k	51.93	View chart
Intuitive Surgical Com New (ISRG)	0.2	$2.7M	+105%	5.8k	460.99	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.2	$2.7M	+111%	62k	43.35	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$2.7M	+148%	33k	80.58	View chart
Procter & Gamble Company (PG)	0.1	$2.6M	+137%	18k	144.44	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$2.6M	+96%	66k	39.94	View chart
Ford Motor Company (F)	0.1	$2.6M	+132%	226k	11.54	View chart
Merck & Co (MRK)	0.1	$2.6M	+114%	21k	120.29	View chart
Target Corporation (TGT)	0.1	$2.5M	+310%	21k	121.20	View chart
Entergy Corporation (ETR)	0.1	$2.5M	+37%	23k	112.36	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.5M	+109%	19k	130.94	View chart
Lamar Advertising Cl A (LAMR)	0.1	$2.5M	+108%	20k	126.65	View chart
Truist Financial Corp equities (TFC)	0.1	$2.5M	+115%	54k	45.97	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$2.5M	+114%	53k	47.02	View chart
International Business Machines (IBM)	0.1	$2.5M	+124%	10k	242.39	View chart
Pepsi (PEP)	0.1	$2.5M	+91%	16k	155.30	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$2.4M	+114%	49k	50.04	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$2.4M	NEW	62k	39.48	View chart
Welltower Inc Com reit (WELL)	0.1	$2.4M	+240%	12k	197.71	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.4M	+121%	3.4k	697.73	View chart
Eversource Energy (ES)	0.1	$2.4M	+248%	34k	69.28	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$2.4M	+124%	49k	48.32	View chart
Kla Corp Com New (KLAC)	0.1	$2.4M	+111%	1.6k	1472.42	View chart
Huntington Ingalls Inds (HII)	0.1	$2.3M	+107%	6.2k	379.96	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$2.3M	+25%	31k	75.10	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXP)	0.1	$2.3M	+86%	74k	31.26	View chart
Webster Financial Corporation (WBS)	0.1	$2.3M	+95%	33k	69.42	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$2.3M	+100%	55k	41.83	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.1	$2.3M	NEW	56k	41.06	View chart
Uber Technologies (UBER)	0.1	$2.3M	+105%	32k	71.93	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.1	$2.3M	+104%	48k	47.57	View chart
CVS Caremark Corporation (CVS)	0.1	$2.2M	+101%	31k	71.82	View chart
Boeing Company (BA)	0.1	$2.2M	+103%	11k	199.03	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.2M	+66%	5.2k	430.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$2.2M	+96%	52k	43.06	View chart
Blackrock (BLK)	0.1	$2.2M	+92%	2.2k	961.94	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$2.1M	+85%	16k	132.91	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$2.1M	+90%	34k	62.56	View chart
Amphenol Corp Cl A (APH)	0.1	$2.1M	+105%	17k	126.35	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$2.1M	+118%	16k	127.73	View chart
Diamondback Energy (FANG)	0.1	$2.1M	+417%	10k	197.79	View chart
Air Products & Chemicals (APD)	0.1	$2.1M	+101%	7.1k	290.48	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$2.1M	+112%	5.2k	391.77	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$2.0M	+104%	43k	46.67	View chart
Servicenow (NOW)	0.1	$2.0M	+139%	19k	104.55	View chart
American Tower Reit (AMT)	0.1	$2.0M	+135%	12k	172.59	View chart
McDonald's Corporation (MCD)	0.1	$2.0M	+10%	6.3k	310.80	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$2.0M	+102%	44k	45.12	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$2.0M	+116%	390k	5.03	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$1.9M	+99%	57k	33.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.9M	+150%	35k	54.05	View chart
Uipath Cl A Call Option (PATH)	0.1	$1.9M	+125%	168k	11.10	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.8M	+108%	60k	30.50	View chart
Micron Technology (MU)	0.1	$1.8M	+93%	5.4k	337.86	View chart
Union Pacific Corporation (UNP)	0.1	$1.8M	+108%	7.5k	242.59	View chart
Intuit (INTU)	0.1	$1.8M	+114%	4.2k	432.39	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$1.8M	+98%	105k	17.15	View chart
Qualcomm (QCOM)	0.1	$1.8M	-4%	14k	128.78	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$1.8M	NEW	21k	85.64	View chart
Constellation Energy (CEG)	0.1	$1.8M	+505%	6.3k	279.21	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$1.7M	+230%	25k	70.84	View chart
Rigetti Computing Common Stock (RGTI)	0.1	$1.7M	+105%	124k	14.04	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.1	$1.7M	+109%	18k	93.87	View chart
Eaton Corp SHS (ETN)	0.1	$1.7M	+53%	4.8k	357.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.7M	+112%	19k	90.53	View chart
Morgan Stanley Com New (MS)	0.1	$1.6M	+105%	10k	164.59	View chart
At&t (T)	0.1	$1.6M		57k	28.99	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.1	$1.6M	+112%	29k	56.26	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$1.6M	+100%	11k	155.11	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$1.6M	+127%	29k	56.58	View chart
Yum China Holdings (YUMC)	0.1	$1.6M	+111%	33k	48.78	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.6M	+95%	11k	141.43	View chart
Rentokil Initial Sponsored Adr (RTO)	0.1	$1.6M	+110%	51k	31.48	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$1.6M	+121%	58k	27.46	View chart
Cisco Systems (CSCO)	0.1	$1.6M	-16%	20k	77.59	View chart
Honeywell International (HON)	0.1	$1.6M	+72%	7.0k	226.04	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$1.6M	+104%	14k	114.91	View chart
Advisorshares Tr Advisorshs Etf (CWS)	0.1	$1.6M	+100%	24k	64.76	View chart
Wyndham Hotels And Resorts (WH)	0.1	$1.5M	+177%	19k	81.23	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$1.5M	+117%	34k	44.85	View chart
Ionq Inc Pipe (IONQ)	0.1	$1.5M	+155%	53k	28.83	View chart
M&T Bank Corporation (MTB)	0.1	$1.5M	+100%	7.3k	206.73	View chart
Edison International (EIX)	0.1	$1.5M	NEW	21k	73.18	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.5M	+799%	6.1k	243.08	View chart
Fidelity National Information Services (FIS)	0.1	$1.5M	+180%	32k	46.91	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 2026 Q1 filed April 22, 2026
Patriot Financial Group Insurance Agency 2025 Q4 filed Jan. 26, 2026
Patriot Financial Group Insurance Agency 2025 Q3 filed Oct. 8, 2025
Patriot Financial Group Insurance Agency 2025 Q2 filed July 21, 2025
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

View all past filings

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