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 September 2020 quarterly 13F filing

Patriot Financial Group Insurance Agency has 1840 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) 5.7 $18M 495k 35.74
Apple Stock (AAPL) 3.5 $11M +290% 93k 115.81
Vanguard Dividend Appreciation Index Fund Etf (VIG) 3.2 $10M 78k 128.67
Ft Cboe Vest U.s. Equity Deep Buffer Etf - November Etf (DNOV) 2.8 $8.8M +13669% 275k 31.81
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 2.7 $8.2M +2% 71k 115.17
Ft Cboe Vest U.s. Equity Buffer Etf - July Etf 2.7 $8.2M NEW 264k 31.04
Ishares Core S&p 500 Etf Etf (IVV) 2.1 $6.6M 20k 336.06
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 1.9 $5.7M +4% 75k 76.21
Amazon Stock (AMZN) 1.5 $4.5M 1.4k 3148.51
Microsoft Corp Stock (MSFT) 1.2 $3.8M +3% 18k 210.34
Vanguard Total Stock Market Index Fund Etf (VTI) 1.1 $3.4M -3% 20k 170.32
Vanguard S&p 500 Etf Etf (VOO) 1.0 $3.1M +9% 10k 307.71
Ishares U.s. Treasury Bond Etf Etf (GOVT) 1.0 $3.1M +6% 111k 27.95
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.9 $2.9M 74k 39.35

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Vaneck Vectors Gold Miners Etf Etf (GDX) 0.9 $2.8M NEW 70k 39.16
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY) 0.9 $2.7M +16% 51k 53.82
Ishares S&p Small-cap Fund Etf (IJR) 0.9 $2.7M +17% 38k 70.23
Vanguard Total Bond Market Index Fund Etf (BND) 0.9 $2.7M +2% 30k 88.22
Verizon Communications Stock (VZ) 0.7 $2.2M 37k 59.49
Nvidia Corporation Stock (NVDA) 0.7 $2.1M -13% 3.8k 541.19
Walmart Stock (WMT) 0.7 $2.0M -5% 15k 139.90
Victoryshares U.s. 500 Enhanced Volatility Wtd Index Etf Etf (CFO) 0.7 $2.0M -22% 37k 54.45
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.6 $1.9M +15% 35k 54.92
First Trust Preferred Securities And Income Etf Etf (FPE) 0.6 $1.9M +12% 100k 19.17
Wisdomtree U.s. Largecap Fund Etf (EPS) 0.6 $1.9M +4% 53k 35.42
Ishares Russell Top 200 Etf Etf (IWL) 0.6 $1.8M +9% 23k 81.19
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.6 $1.8M 45k 40.88
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE) 0.6 $1.8M 53k 33.67
Global X Nasdaq 100 Covered Call Etf Etf (QYLD) 0.6 $1.8M +2% 82k 21.56
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.5 $1.7M +7% 27k 63.74
Facebook Inc Cl A Stock (FB) 0.5 $1.7M 6.4k 261.87
Paypal Hldgs Stock (PYPL) 0.5 $1.7M +4% 8.5k 197.09
Qualcomm Stock (QCOM) 0.5 $1.7M -15% 14k 117.71
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) 0.5 $1.6M +3% 44k 36.77
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.5 $1.5M 31k 50.12
At&t Stock (T) 0.5 $1.5M -5% 54k 28.52
Disney Walt Co Com Disney Stock (DIS) 0.5 $1.5M -4% 12k 124.08
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.5 $1.4M +8% 11k 127.99
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.5 $1.4M -14% 34k 40.89
Schwab U.s. Large-cap Etf Etf (SCHX) 0.5 $1.4M -12% 17k 80.61
Cisco Sys Stock (CSCO) 0.4 $1.4M -3% 35k 39.39
Cboe Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) 0.4 $1.4M -12% 32k 43.37
Ishares Msci Eafe Growth Etf Etf (EFG) 0.4 $1.3M +32% 15k 89.89
Blackrock Cap Allocation Tr Cef 0.4 $1.3M NEW 65k 20.46
Ishares Core Msci Eafe Etf Etf (IEFA) 0.4 $1.3M 21k 60.28
Mcdonalds Corp Stock (MCD) 0.4 $1.3M 5.8k 219.55
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.4 $1.2M +7% 11k 118.11
Adobe Systems Incorporated Stock (ADBE) 0.4 $1.2M 2.5k 490.30
Bristol-myers Squibb Stock (BMY) 0.4 $1.2M 20k 60.30
Wisdomtree U.s. Multifactor Fund Etf (USMF) 0.4 $1.2M 38k 31.30
Hartford Multifactor Developed Markets Etf (RODM) 0.4 $1.1M +32% 44k 25.89
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 0.4 $1.1M -2% 21k 51.68
Spdr S&p 500 Etf Etf (SPY) 0.4 $1.1M -8% 3.3k 334.97
Procter And Gamble Stock (PG) 0.4 $1.1M -3% 7.8k 138.95
Netflix Stock (NFLX) 0.3 $1.1M +41% 2.1k 500.00
Ishares Russell Mid-cap Etf Etf (IWR) 0.3 $1.1M 19k 57.38
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.3 $1.1M +7% 36k 29.26
Ishares Morningstar Large-cap Growth Etf Etf (JKE) 0.3 $1.1M +13% 4.0k 267.44
Pepsico Stock (PEP) 0.3 $1.0M +3% 7.5k 138.61
Target Corp Stock (TGT) 0.3 $1.0M -8% 6.4k 157.46
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $1.0M -12% 683.00 1469.99
Veeva Sys Inc Cl A Stock (VEEV) 0.3 $1.0M -3% 3.6k 281.18
Ishares Russell 1000 Growth Etf Etf (IWF) 0.3 $1.0M 4.6k 216.95
Jpmorgan Chase & Co Stock (JPM) 0.3 $998k +2% 10k 96.25
Wisdomtree Fundamental U.s. High Yield Corporate Bond Fund Etf (WFHY) 0.3 $988k +28% 20k 50.05
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.3 $955k +4% 22k 43.96
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.3 $947k -12% 22k 43.22
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.3 $934k +8% 30k 31.32
Ishares S&p Midcap Fund Etf (IJH) 0.3 $930k -16% 5.0k 185.33
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.3 $927k +20% 17k 55.47
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.3 $914k +23% 12k 73.80
Johnson & Johnson Stock (JNJ) 0.3 $897k +7% 6.0k 148.95
Ishares Msci Usa Size Factor Etf Etf (SIZE) 0.3 $893k +68% 9.5k 93.72
Spdr Portfolio Long Term Corporate Bond Etf Etf (SPLB) 0.3 $893k +13% 28k 31.79
Kimberly Clark Corp Stock (KMB) 0.3 $879k -9% 6.0k 147.68
Tesla Stock (TSLA) 0.3 $879k +750% 2.1k 428.78
Okta Inc Cl A Stock (OKTA) 0.3 $876k +2176% 4.1k 213.81
Aptose Biosciences Stock (APTO) 0.3 $866k +11% 144k 6.00
Vanguard Total International Stock Etf Etf (VXUS) 0.3 $857k -2% 16k 52.20
Ishares Core S&p U.s. Value Etf Etf (IUSV) 0.3 $856k +31% 16k 54.31
X-trackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.3 $850k 28k 30.61
Vanguard Mid-cap Index Fund Etf (VO) 0.3 $850k +8% 4.8k 176.24
Merck & Co Stock (MRK) 0.3 $850k 10k 82.93
Redfin Corp Stock (RDFN) 0.3 $809k NEW 16k 49.95
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.3 $800k +10% 22k 36.54
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.3 $797k +5% 8.7k 92.01
Eversource Energy Stock (ES) 0.3 $785k 9.4k 83.57
Exxon Mobil Corp Stock (XOM) 0.3 $784k -27% 23k 34.34
Roku Inc Com Cl A Stock (ROKU) 0.2 $755k 4.0k 188.75
Ft Cboe Vest U.s. Equity Deep Buffer Etf - August Etf (DAUG) 0.2 $751k +686% 24k 31.82
Intel Corp Stock (INTC) 0.2 $731k +9% 14k 51.77
Ishares Msci Eafe Esg Select Etf Etf (ESGD) 0.2 $718k +17% 11k 63.44
Technology Select Sector Spdr Fund Etf (XLK) 0.2 $711k +11% 6.1k 116.71
Costco Whsl Corp Stock (COST) 0.2 $704k -6% 2.0k 355.20
Peoples United Financial Stock (PBCT) 0.2 $700k 68k 10.31
Raytheon Technologies Corp Stock (RTX) 0.2 $698k +6% 12k 57.57
Spdr Bloomberg Barclays High Yield Bond Etf Etf (JNK) 0.2 $694k 6.7k 104.33
Clorox Co Del Stock (CLX) 0.2 $689k +2% 3.3k 210.32
Stanley Black & Decker Stock (SWK) 0.2 $687k 4.2k 162.18
Boeing Stock (BA) 0.2 $687k -14% 4.2k 165.26
Invesco Qqq Trust Etf (QQQ) 0.2 $678k +73% 2.4k 277.98
Nuveen Pfd & Incm Securties Cef (JPS) 0.2 $671k 76k 8.81
Wisdomtree Mortgage Plus Bond Fund Etf (MTGP) 0.2 $666k +14% 13k 51.76
Home Depot Stock (HD) 0.2 $649k +4% 2.3k 277.71
Servicenow Stock (NOW) 0.2 $649k -3% 1.3k 484.69
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.2 $632k 4.3k 147.46
Spdr Portfolio Long Term Treasury Etf Etf (SPTL) 0.2 $631k -4% 14k 46.77
Ishares U.s. Medical Devices Etf Etf (IHI) 0.2 $622k +18% 2.1k 299.61
Ciena Corp Stock (CIEN) 0.2 $607k -19% 15k 39.70
Strategy Shares Nasdaq 7handl Index Etf Etf (HNDL) 0.2 $594k +6% 24k 24.64
Pfizer Stock (PFE) 0.2 $593k +2% 16k 36.69
Boston Scientific Corp Stock (BSX) 0.2 $592k +211% 16k 38.23
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 0.2 $590k +7% 12k 49.59
Price T Rowe Group Stock (TROW) 0.2 $590k -31% 4.6k 128.32
Alibaba Group Hldg Adr (BABA) 0.2 $587k +20% 2.0k 293.94
Hologic Stock (HOLX) 0.2 $583k -12% 8.8k 66.48
American Tower Corp Reit (AMT) 0.2 $578k -9% 2.4k 241.74
Nuveen Real Asset Income & Gro Cef (JRI) 0.2 $565k 47k 12.07
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $553k 4.7k 118.19
Amgen Stock (AMGN) 0.2 $546k +2% 2.2k 253.95
Medtronic Stock (MDT) 0.2 $542k -2% 5.2k 103.99
Visa Inc Com Cl A Stock (V) 0.2 $540k +3% 2.7k 199.85
Fedex Corp Stock (FDX) 0.2 $528k -32% 2.1k 251.43
Vanguard Total International Bond Etf Etf (BNDX) 0.2 $525k +17% 9.0k 58.23
Vanguard High Dividend Yield Etf Etf (VYM) 0.2 $523k 6.5k 80.93
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.2 $522k +14% 356.00 1466.29
Cvs Health Corp Stock (CVS) 0.2 $517k +2% 8.9k 58.38
Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf Etf (SRVR) 0.2 $509k +176% 14k 35.30
Glaxosmithkline Adr (GSK) 0.2 $504k -32% 13k 37.58
Ishares Msci Acwi Index Fund Etf (ACWI) 0.2 $502k -21% 6.3k 79.92
Ark Innovation Etf Etf (ARKK) 0.2 $499k +1216% 5.4k 92.03
Spdr Doubleline Short Duration Total Return Tactical Etf Etf (STOT) 0.2 $498k +11% 10k 49.79
Comcast Corp New Cl A Stock (CMCSA) 0.2 $495k +8% 11k 46.24
Gilead Sciences Stock (GILD) 0.2 $493k -37% 7.8k 63.21
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.2 $491k +19% 20k 25.11
Ishares Short Maturity Bond Etf Etf (NEAR) 0.2 $489k -45% 9.8k 50.07
Spdr Gold Shares Etf (GLD) 0.2 $489k +33% 2.8k 177.11
Abbvie Stock (ABBV) 0.2 $487k -20% 5.6k 87.57
Broadcom Stock (AVGO) 0.2 $481k -8% 1.3k 364.12
Coca Cola Stock (KO) 0.2 $481k -2% 9.7k 49.41
Innovative Indl Pptys Reit (IIPR) 0.2 $479k +3% 3.9k 124.19
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $477k +7% 2.2k 213.14
Ishares Msci Eafe Value Etf Etf (EFV) 0.2 $476k +4% 12k 40.31
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.2 $476k +16% 4.3k 110.80
Bk Of America Corp Stock (BAC) 0.2 $475k 20k 24.09
Allstate Corp Stock (ALL) 0.2 $470k +121% 5.0k 94.13
Vanguard Value Index Fund Etf (VTV) 0.2 $468k 4.5k 104.49
Workday Inc Cl A Stock (WDAY) 0.1 $460k 2.1k 215.36
Union Pac Corp Stock (UNP) 0.1 $460k 2.3k 196.67
Wisdomtree Dynamic Currency Hedged International Equity Fund Etf (DDWM) 0.1 $456k 18k 25.45
Prologis Reit (PLD) 0.1 $452k -6% 4.5k 100.71
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.1 $450k 16k 28.90
Metlife Stock (MET) 0.1 $447k 12k 37.20
Ishares Msci Eafe Etf Etf (EFA) 0.1 $446k -26% 7.0k 63.61
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.1 $442k +79% 7.5k 58.99
International Business Machs Stock (IBM) 0.1 $438k +4% 3.6k 121.53
Applied Matls Stock (AMAT) 0.1 $432k -12% 7.3k 59.45
Mastercard Incorporated Cl A Stock (MA) 0.1 $429k +4% 1.3k 337.80
Johnson Ctls Intl Stock (JCI) 0.1 $428k -9% 11k 40.84
Fs Kkr Cap Corp Ii Stock (FSKR) 0.1 $424k NEW 29k 14.72
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.1 $423k -5% 7.2k 59.05
Tjx Cos Stock (TJX) 0.1 $422k +127% 7.6k 55.66
Vanguard Intermediate-term Bond Index Fund Etf (BIV) 0.1 $419k +15% 4.5k 93.57
Ishares Msci Em Esg Select Etf Etf (ESGE) 0.1 $418k +9% 12k 35.63
Webster Finl Corp Conn Stock (WBS) 0.1 $415k +37% 16k 26.41
Spdr Bloomberg Barclays Convertible Securities Etf Etf (CWB) 0.1 $405k -4% 5.9k 68.94
Lockheed Martin Corp Stock (LMT) 0.1 $401k 1.0k 383.00
Advanced Micro Devices Stock (AMD) 0.1 $399k -65% 4.9k 81.93
Salesforce Stock (CRM) 0.1 $395k -2% 1.6k 251.43
Activision Blizzard Stock (ATVI) 0.1 $390k +40% 4.8k 80.98
Ishares U.s. Financial Services Etf Etf (IYG) 0.1 $390k +178% 3.2k 122.10
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $382k +8% 5.1k 75.57
Nextera Energy Stock (NEE) 0.1 $377k +4% 1.4k 277.21
Ishares National Muni Bond Etf Etf (MUB) 0.1 $370k -9% 3.2k 116.02
Hingham Instn Svgs Mass Stock (HIFS) 0.1 $360k 2.0k 183.77
Western Un Stock (WU) 0.1 $360k -2% 17k 21.44
Unitedhealth Group Stock (UNH) 0.1 $357k +8% 1.1k 311.25
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.1 $354k +84% 13k 27.71
Voyager Therapeutics Stock (VYGR) 0.1 $354k +11% 33k 10.67
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.1 $348k +315% 2.1k 163.23
Wisdomtree U.s. Smallcap Fund Etf (EES) 0.1 $341k -23% 11k 29.88
Altria Group Stock (MO) 0.1 $338k 8.7k 38.65
Amplify Online Retail Etf Etf (IBUY) 0.1 $336k 3.8k 88.17
General Dynamics Corp Stock (GD) 0.1 $334k +11% 2.4k 138.42
Vereit Reit (VER) 0.1 $334k +6% 51k 6.49
First Trust Cloud Computing Etf Etf (SKYY) 0.1 $333k +185% 4.2k 78.59
Jpmorgan Research Enhanced High Yield Etf Etf (JPHY) 0.1 $332k +7% 6.6k 50.01
Lowes Cos Stock (LOW) 0.1 $331k +9% 2.0k 165.91
Pure Storage Inc Cl A Stock (PSTG) 0.1 $331k +28560% 22k 15.40
Schwab Short-term U.s. Treasury Etf Etf (SCHO) 0.1 $329k +6% 6.4k 51.54
Ishares Esg Aware U.s. Aggregate Bond Etf Etf (EAGG) 0.1 $328k +13% 5.8k 56.43
Texas Instrs Stock (TXN) 0.1 $326k +5% 2.3k 142.98
Abbott Labs Stock (ABT) 0.1 $321k 3.0k 108.67
Philip Morris Intl Stock (PM) 0.1 $319k +7% 4.3k 75.01
Idexx Labs Stock (IDXX) 0.1 $314k 800.00 392.50
Nuveen S&p 500 Buy-write Cef (BXMX) 0.1 $311k 28k 11.29
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.1 $309k 2.3k 134.52
Blackstone Group Inc Com Cl A Stock (BX) 0.1 $304k +3% 5.8k 52.24
First Trust Managed Municipal Etf Etf (FMB) 0.1 $300k +23% 5.4k 55.69
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.1 $299k +7% 3.3k 92.00
Morgan Stanley Stock (MS) 0.1 $296k 6.1k 48.37
Ishares Msci United Kingdom Etf Etf (EWU) 0.1 $294k +6% 12k 25.46
Spdr Portfolio Tips Etf Etf (SPIP) 0.1 $290k 9.4k 30.84
Kinross Gold Corp Stock (KGC) 0.1 $289k +6462% 33k 8.81
Vanguard Total Corporate Bond Etf Etf (VTC) 0.1 $289k +103% 3.1k 92.30
Csx Corp Stock (CSX) 0.1 $287k 3.7k 77.61
Invesco S&p 500 Revenue Etf Etf (RWL) 0.1 $286k 5.3k 53.99
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.1 $281k +82% 2.3k 122.07
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.1 $281k 5.5k 50.94
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.1 $280k +62% 7.1k 39.53
Starbucks Corp Stock (SBUX) 0.1 $279k +2% 3.3k 85.82
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.1 $278k -4% 5.3k 52.71
Vanguard Short-term Bond Index Fund Etf (BSV) 0.1 $278k -24% 3.3k 83.16
Vanguard Intermediate-term Government Bond Etf Etf (VGIT) 0.1 $276k +21% 3.9k 70.43
Nike Inc Cl B Stock (NKE) 0.1 $273k -5% 2.2k 125.69
Carrier Global Corporation Stock (CARR) 0.1 $269k 8.8k 30.51
Colony Cr Real Estate Inc Com Cl A Reit (CLNC) 0.1 $267k -18% 54k 4.91
Victoryshares Us Eq Income Enhanced Volatility Wtd Etf Etf (CDC) 0.1 $266k +18% 5.6k 47.43
Wisdomtree Fundamental U.s. Short-term Corporate Bond Fund Etf (SFIG) 0.1 $263k +23% 5.1k 51.65
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY) 0.1 $262k -8% 6.0k 43.66
Owl Rock Capital Corporation Cef (ORCC) 0.1 $262k +121% 22k 12.06
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS) 0.1 $258k +6% 6.2k 41.42
Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.1 $257k -8% 8.3k 30.80
Enbridge Stock (ENB) 0.1 $253k +14% 8.7k 29.24
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.1 $253k -16% 5.0k 51.06
Zoetis Inc Cl A Stock (ZTS) 0.1 $250k +9% 1.5k 164.04
First Trust Municipal High Income Etf Etf (FMHI) 0.1 $250k +13% 4.8k 51.70
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $250k -25% 2.4k 103.73
Invesco S&p Midcap 400 Revenue Etf Etf (RWK) 0.1 $248k 4.6k 53.98
Snap Inc Cl A Stock (SNAP) 0.1 $248k 9.5k 26.11
Editas Medicine Stock (EDIT) 0.1 $248k +111% 8.8k 28.06
Peloton Interactive Inc Cl A Stock (PTON) 0.1 $244k NEW 2.5k 99.39
Ishares Russell 2000 Growth Etf Etf (IWO) 0.1 $244k 1.1k 221.62
Fidelity Msci Health Care Index Etf Etf (FHLC) 0.1 $243k +20% 4.6k 52.51
Jpmorgan Betabuilders Japan Etf Etf (BBJP) 0.1 $243k +15% 9.9k 24.64
Kirkland Lake Gold Stock (KL) 0.1 $242k NEW 5.0k 48.74
Vanguard Consumer Staples Index Fund Etf (VDC) 0.1 $241k +18% 1.5k 163.50
Nuveen Amt Free Mun Cr Cef (NVG) 0.1 $240k 15k 15.65
Capital One Finl Corp Stock (COF) 0.1 $237k -7% 3.3k 71.95
Mr Cooper Group Stock (COOP) 0.1 $236k 11k 22.32
Fs Kkr Capital Corp Cef (FSK) 0.1 $234k NEW 15k 15.86
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.1 $232k +2% 3.9k 59.93
Invesco National Amt-free Municipal Bond Etf Etf (PZA) 0.1 $227k 8.5k 26.58
First Trust North American Energy Infrastructure Fund Etf (EMLP) 0.1 $227k 12k 19.08
Spdr Ssga U.s. Sector Rotation Etf Etf (XLSR) 0.1 $226k 6.2k 36.46
Zoom Video Communications Inc Cl A Stock (ZM) 0.1 $226k -43% 481.00 469.85
Thermo Fisher Scientific Stock (TMO) 0.1 $226k +22% 512.00 441.41
Spdr Blackstone/ Gso Senior Loan Etf Etf (SRLN) 0.1 $225k 5.0k 44.76
Nuveen Mortgage And Income Cef (JLS) 0.1 $225k -3% 12k 18.91
United Parcel Service Inc Cl B Stock (UPS) 0.1 $222k +5% 1.3k 166.29

Past Filings by Patriot Financial Group Insurance Agency

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