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 March 2021 quarterly 13F filing

Patriot Financial Group Insurance Agency has 2058 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) 5.6 $24M 490k 49.54
Apple Stock (AAPL) 2.8 $12M -12% 100k 122.15
Vanguard Dividend Appreciation Index Fund Etf (VIG) 2.7 $12M 79k 147.08
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 2.2 $9.6M 74k 129.78
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR) 2.1 $9.0M NEW 409k 22.10
Ishares Core S&p 500 Etf Etf (IVV) 1.8 $7.8M 20k 397.83
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 1.6 $7.1M 78k 90.87
Amazon Stock (AMZN) 1.4 $6.1M -4% 2.0k 3094.07
Microsoft Corp Stock (MSFT) 1.1 $5.0M -4% 21k 235.76
Vanguard Total Stock Market Index Fund Etf (VTI) 1.1 $5.0M -14% 24k 206.70
Vanguard S&p 500 Etf Etf (VOO) 1.0 $4.3M -7% 12k 364.32
Ishares S&p Small-cap Fund Etf (IJR) 1.0 $4.2M 38k 108.54
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.9 $4.1M 87k 46.60
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.8 $3.6M +27% 136k 26.19

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Vanguard Total Bond Market Index Fund Etf (BND) 0.8 $3.4M +21% 40k 84.71
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY) 0.7 $3.2M -15% 63k 51.21
Pacer Trendpilot Us Bond Etf Etf (PTBD) 0.7 $3.1M NEW 115k 27.27
Nvidia Corporation Stock (NVDA) 0.7 $3.1M +21% 5.8k 533.98
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.7 $2.9M +1072% 36k 79.12
Disney Walt Stock (DIS) 0.6 $2.5M -13% 14k 184.49
Mastercard Incorporated Cl A Stock (MA) 0.6 $2.5M +12% 7.0k 355.99
Verizon Communications Stock (VZ) 0.6 $2.4M +3% 41k 58.15
Walmart Stock (WMT) 0.5 $2.4M +3% 18k 135.85
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.5 $2.3M +29% 1.1k 2062.83
Facebook Inc Cl A Stock (FB) 0.5 $2.3M -10% 7.8k 294.51
Ishares Msci Eafe Value Etf Etf (EFV) 0.5 $2.3M +274% 45k 50.98
Ft Cboe Vest Gold Strategy Quarterly Buffer Etf Etf 0.5 $2.3M NEW 120k 18.94
Ishares Russell Top 200 Etf Etf (IWL) 0.5 $2.2M +3% 24k 94.75
Paypal Hldgs Stock (PYPL) 0.5 $2.2M -3% 9.0k 242.83
First Trust Preferred Securities And Income Etf Etf (FPE) 0.5 $2.1M +3% 106k 20.15
Global X Nasdaq 100 Covered Call Etf Etf (QYLD) 0.5 $2.0M +7% 90k 22.57
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.5 $2.0M 41k 49.19
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.4 $1.9M +13% 39k 49.11
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE) 0.4 $1.9M -20% 47k 40.69
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ) 0.4 $1.9M NEW 37k 50.97
At&t Stock (T) 0.4 $1.8M -5% 60k 30.27
Tesla Stock (TSLA) 0.4 $1.8M -32% 2.7k 668.01
Qualcomm Stock (QCOM) 0.4 $1.8M -2% 14k 132.63
Ark Innovation Etf Etf (ARKK) 0.4 $1.7M +27% 14k 119.98
Jpmorgan Chase & Co Stock (JPM) 0.4 $1.7M -16% 11k 152.27
Wisdomtree Fundamental U.s. Short-term Corporate Bond Fund Etf (SFIG) 0.4 $1.7M -7% 32k 51.29
Victoryshares U.s. 500 Enhanced Volatility Wtd Index Etf Etf (CFO) 0.4 $1.6M 25k 67.16
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.4 $1.6M -9% 21k 76.34
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $1.6M 6.4k 255.48
Applied Matls Stock (AMAT) 0.4 $1.6M +15% 12k 133.63
Vanguard Mid-cap Index Fund Etf (VO) 0.4 $1.6M +25% 7.2k 221.31
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $1.6M -5% 755.00 2068.87
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.4 $1.5M -9% 27k 56.40
Ft Cboe Vest S&p 500 Dividend Aristocrats Target Income Etf Etf 0.3 $1.5M +6% 30k 51.08
Peloton Interactive Inc Cl A Stock (PTON) 0.3 $1.5M -3% 14k 112.45
Ishares Msci Eafe Growth Etf Etf (EFG) 0.3 $1.5M -5% 15k 100.44
Spdr S&p 500 Etf Etf (SPY) 0.3 $1.5M +13% 3.8k 396.36
Target Corp Stock (TGT) 0.3 $1.5M 7.6k 198.01
Procter And Gamble Stock (PG) 0.3 $1.5M +3% 11k 135.43
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.3 $1.4M +5% 19k 74.41
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT) 0.3 $1.4M +352% 20k 69.31
Adobe Systems Incorporated Stock (ADBE) 0.3 $1.4M +4% 2.9k 475.38
Roku Inc Com Cl A Stock (ROKU) 0.3 $1.4M +14% 4.3k 325.73
Mcdonalds Corp Stock (MCD) 0.3 $1.4M 6.2k 224.23
Technology Select Sector Spdr Fund Etf (XLK) 0.3 $1.4M 10k 132.79
Wisdomtree U.s. Largecap Fund Etf (EPS) 0.3 $1.4M -36% 31k 43.34
Invesco Qqq Trust Etf (QQQ) 0.3 $1.3M +19% 4.2k 318.92
Ishares Russell Mid-cap Etf Etf (IWR) 0.3 $1.3M -2% 18k 73.92
Bristol-myers Squibb Stock (BMY) 0.3 $1.3M -9% 21k 63.15
Ishares Morningstar Growth Etf Etf (ILCG) 0.3 $1.3M +12% 4.6k 288.52
Blackrock Cap Allocation Tr Cef (BCAT) 0.3 $1.3M 65k 20.52
Clorox Co Del Stock (CLX) 0.3 $1.3M -4% 6.7k 192.88
Pepsico Stock (PEP) 0.3 $1.3M -4% 9.1k 141.45
Ishares S&p Midcap Fund Etf (IJH) 0.3 $1.3M -3% 4.9k 260.36
Cvs Health Corp Stock (CVS) 0.3 $1.3M +5% 17k 75.24
Vanguard Total International Stock Etf Etf (VXUS) 0.3 $1.3M +5% 20k 62.72
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI) 0.3 $1.3M NEW 25k 51.35
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.3 $1.2M +6% 29k 43.78
Fortinet Stock (FTNT) 0.3 $1.2M +5% 6.7k 184.47
Goldman Sachs Activebeta International Equity Etf Etf (GSIE) 0.3 $1.2M +1282% 37k 33.05
Visa Inc Com Cl A Stock (V) 0.3 $1.2M +6% 5.8k 211.76
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.3 $1.2M +11% 34k 36.45
Peoples United Financial Stock (PBCT) 0.3 $1.2M 68k 17.90
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.3 $1.2M 12k 102.43
Comcast Corp New Cl A Stock (CMCSA) 0.3 $1.2M +9% 22k 54.11
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.3 $1.2M 23k 52.07
Fidelity Value Factor Etf Etf (FVAL) 0.3 $1.2M +149% 27k 44.82
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.3 $1.2M -38% 17k 69.19
Eversource Energy Stock (ES) 0.3 $1.2M +36% 14k 86.65
Goldman Sachs Access U.s. Aggregate Bond Etf Etf (GCOR) 0.3 $1.2M NEW 24k 48.26
Activision Blizzard Stock (ATVI) 0.3 $1.2M 13k 92.99
Ishares Core Msci Eafe Etf Etf (IEFA) 0.3 $1.2M -23% 16k 72.04
Johnson & Johnson Stock (JNJ) 0.3 $1.2M 7.1k 164.29
Lam Research Corp Stock (LRCX) 0.3 $1.2M 2.0k 595.40
Netflix Stock (NFLX) 0.3 $1.2M +7% 2.2k 521.68
Ishares Mbs Etf Etf (MBB) 0.3 $1.1M +46% 11k 108.40
Pfizer Stock (PFE) 0.3 $1.1M -3% 31k 36.25
Price T Rowe Group Stock (TROW) 0.3 $1.1M +3% 6.5k 171.57
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.3 $1.1M +4% 9.6k 113.87
Raytheon Technologies Corp Stock (RTX) 0.3 $1.1M 14k 77.24
Redfin Corp Stock (RDFN) 0.2 $1.1M 16k 66.63
Veeva Sys Inc Cl A Stock (VEEV) 0.2 $1.1M +3% 4.1k 261.36
Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.2 $1.1M +10% 22k 49.05
Schwab U.s. Small-cap Etf Etf (SCHA) 0.2 $1.1M +240% 11k 99.65
X-trackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.2 $1.1M +6% 29k 36.30
Cisco Sys Stock (CSCO) 0.2 $1.1M -20% 21k 51.72
Exxon Mobil Corp Stock (XOM) 0.2 $1.0M -16% 19k 55.80
Boeing Stock (BA) 0.2 $1.0M -7% 4.1k 254.67
Ishares Russell 1000 Growth Etf Etf (IWF) 0.2 $1.0M -12% 4.2k 243.10
Aptose Biosciences Stock (APTO) 0.2 $1.0M 172k 5.98
Nucor Corp Stock (NUE) 0.2 $982k +3% 12k 80.29
Costco Whsl Corp Stock (COST) 0.2 $979k +6% 2.8k 352.54
Energy Select Sector Spdr Fund Etf (XLE) 0.2 $960k +198% 20k 49.04
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.2 $959k -25% 27k 35.34
Hologic Stock (HOLX) 0.2 $955k 13k 74.37
Bk Of America Corp Stock (BAC) 0.2 $948k +21% 25k 38.70
Vanguard Value Index Fund Etf (VTV) 0.2 $936k +35% 7.1k 131.48
Skyworks Solutions Stock (SWKS) 0.2 $934k +9% 5.1k 183.57
Okta Inc Cl A Stock (OKTA) 0.2 $903k 4.1k 220.41
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.2 $899k 8.5k 105.83
Webster Finl Corp Conn Stock (WBS) 0.2 $881k 16k 55.09
Ishares Msci Eafe Esg Select Etf Etf (ESGD) 0.2 $879k +6% 12k 75.88
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.2 $863k +81% 7.9k 108.90
Wisdomtree U.s. Multifactor Fund Etf (USMF) 0.2 $854k -36% 23k 37.85
Kimberly-clark Corp Stock (KMB) 0.2 $854k -3% 6.1k 139.09
Stanley Black & Decker Stock (SWK) 0.2 $852k 4.3k 199.72
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.2 $838k +146% 6.9k 121.80
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.2 $837k +18% 5.2k 160.78
International Business Machs Stock (IBM) 0.2 $820k +5% 6.2k 133.18
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP) 0.2 $802k 12k 67.72
Wisdomtree Fundamental U.s. High Yield Corporate Bond Fund Etf (WFHY) 0.2 $799k -20% 15k 52.02
Owl Rock Capital Corporation Cef (ORCC) 0.2 $793k -11% 58k 13.76
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.2 $793k +3% 29k 26.95
Schwab U.s. Large-cap Etf Etf (SCHX) 0.2 $783k -38% 8.2k 96.05
Strategy Shares Nasdaq 7handl Index Etf Etf (HNDL) 0.2 $775k +17% 31k 24.74
Merck & Co Stock (MRK) 0.2 $774k -7% 10k 77.08
Unitedhealth Group Stock (UNH) 0.2 $773k +18% 2.1k 371.99
Enbridge Stock (ENB) 0.2 $768k +70% 21k 36.38
Lincoln Natl Corp Ind Stock (LNC) 0.2 $766k +6% 12k 62.31
Home Depot Stock (HD) 0.2 $759k -8% 2.5k 305.06
Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB) 0.2 $759k NEW 11k 66.68
Exelixis Stock (EXEL) 0.2 $756k +13% 34k 22.59
Aurinia Pharmaceuticals Stock (AUPH) 0.2 $749k +107% 58k 12.99
General Electric Stock (GE) 0.2 $741k +12% 56k 13.14
Abbvie Stock (ABBV) 0.2 $740k -5% 6.8k 108.22
Fisker Inc Cl A Com Stk Stock (FSR) 0.2 $736k NEW 43k 17.23
Ishares Msci Em Esg Select Etf Etf (ESGE) 0.2 $731k +4% 17k 43.29
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $728k -8% 4.8k 151.48
Intel Corp Stock (INTC) 0.2 $727k 11k 63.97
Nuveen Real Asset Income & Gro Cef (JRI) 0.2 $723k 49k 14.72
Spdr Bloomberg Barclays High Yield Bond Etf Etf (JNK) 0.2 $723k 6.6k 108.84
Invesco Financial Preferred Etf Etf (PGF) 0.2 $712k +8% 38k 18.89
Nuveen Pfd & Incm Securties Cef (JPS) 0.2 $706k -3% 73k 9.72
Goldman Sachs Access Investment Grade Corporate Bond Etf Etf (GIGB) 0.2 $699k +24607% 13k 53.38
Medtronic Stock (MDT) 0.2 $695k -2% 5.9k 118.12
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.2 $689k +6% 9.6k 71.82
Servicenow Stock (NOW) 0.2 $689k 1.3k 515.33
Innovative Indl Pptys Reit (IIPR) 0.2 $684k 3.8k 180.09
Ft Cboe Vest U.s. Equity Deep Buffer Etf - August Etf (DAUG) 0.2 $673k -7% 20k 33.77
Ishares Msci Eafe Etf Etf (EFA) 0.2 $670k 8.8k 75.83
Lockheed Martin Corp Stock (LMT) 0.2 $656k +25% 1.8k 369.58
Lowes Cos Stock (LOW) 0.1 $653k +46% 3.4k 190.21
Metlife Stock (MET) 0.1 $652k -10% 11k 60.82
Everbridge Stock (EVBG) 0.1 $637k +5% 5.3k 121.15
Texas Instrs Stock (TXN) 0.1 $635k 3.4k 188.99
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.1 $631k 7.4k 85.82
Coca Cola Stock (KO) 0.1 $631k 12k 52.72
Fedex Corp Stock (FDX) 0.1 $630k +7% 2.2k 283.91
Nextera Energy Stock (NEE) 0.1 $623k 8.2k 75.59
Schwab Short-term U.s. Treasury Etf Etf (SCHO) 0.1 $621k +20% 12k 51.31
Industrial Select Sector Spdr Fund Etf (XLI) 0.1 $607k +133% 6.2k 98.40
United Parcel Service Inc Cl B Stock (UPS) 0.1 $601k +16% 3.5k 169.97
Ishares Fallen Angels Usd Bond Etf Etf (FALN) 0.1 $599k NEW 21k 29.25
Broadcom Stock (AVGO) 0.1 $578k -2% 1.2k 463.51
Ishares Msci Acwi Index Fund Etf (ACWI) 0.1 $577k -2% 6.1k 95.14
Allstate Corp Stock (ALL) 0.1 $575k 5.0k 114.93
Vanguard Short-term Bond Index Fund Etf (BSV) 0.1 $571k +11% 6.9k 82.24
Vanguard Total International Bond Etf Etf (BNDX) 0.1 $569k +2% 10k 57.09
Limelight Networks Stock (LLNW) 0.1 $564k +15% 158k 3.57
Morgan Stanley Stock (MS) 0.1 $553k +3% 7.1k 77.67
Ishares Msci United Kingdom Etf Etf (EWU) 0.1 $553k +45% 18k 31.32
Amgen Stock (AMGN) 0.1 $548k +6% 2.2k 248.75
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.1 $545k +22% 5.5k 98.57
Vanguard Small-cap Index Fund Etf (VB) 0.1 $544k +18% 2.5k 214.00
Spdr Bloomberg Barclays Convertible Securities Etf Etf (CWB) 0.1 $542k 6.5k 83.33
Fs Kkr Cap Corp Ii Stock (FSKR) 0.1 $537k -3% 28k 19.55
Ulta Beauty Stock (ULTA) 0.1 $535k 1.7k 309.43
Workday Inc Cl A Stock (WDAY) 0.1 $532k 2.1k 248.60
Boston Scientific Corp Stock (BSX) 0.1 $525k -14% 14k 38.63
Tjx Cos Stock (TJX) 0.1 $523k 7.9k 66.18
Teladoc Health Stock (TDOC) 0.1 $509k 2.8k 181.59
Utilities Select Sector Spdr Fund Etf (XLU) 0.1 $506k +9% 7.9k 64.02
Ishares Comex Gold Trust Etf (IAU) 0.1 $501k +6% 31k 16.26
General Dynamics Corp Stock (GD) 0.1 $499k 2.8k 181.45
Johnson Ctls Intl Stock (JCI) 0.1 $498k -13% 8.4k 59.63
Snap Inc Cl A Stock (SNAP) 0.1 $498k +2% 9.5k 52.29
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 0.1 $484k 9.5k 51.10
Victoryshares Us Eq Income Enhanced Volatility Wtd Etf Etf (CDC) 0.1 $484k +18% 7.8k 62.35
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.1 $481k +35% 7.5k 64.42
Vertex Inc Cl A Stock (VERX) 0.1 $480k +9% 22k 21.97
Prudential Finl Stock (PRU) 0.1 $479k +4% 5.3k 91.12
Amplify Online Retail Etf Etf (IBUY) 0.1 $475k 3.8k 124.18
Capital One Finl Corp Stock (COF) 0.1 $472k +7% 3.7k 127.16
Spdr Bloomberg Barclays 1-3 Month T-bill Etf Etf (BIL) 0.1 $470k 5.1k 91.44
Global X Internet Of Things Thematic Etf Etf (SNSR) 0.1 $469k 14k 33.31
Jpmorgan Betabuilders Japan Etf Etf 0.1 $466k NEW 16k 28.47
Spdr Gold Minishares Trust Etf (GLDM) 0.1 $464k +2% 27k 17.00
Pure Storage Inc Cl A Stock (PSTG) 0.1 $464k 22k 21.56
Carrier Global Corporation Stock (CARR) 0.1 $460k +18% 11k 42.19
Union Pac Corp Stock (UNP) 0.1 $458k 2.1k 220.30
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.1 $457k +32% 11k 41.17
Philip Morris Intl Stock (PM) 0.1 $457k +34% 5.1k 88.76
Nano Dimension Ltd Sponsord Ads Adr (NNDM) 0.1 $456k +8% 53k 8.59
Prologis Reit (PLD) 0.1 $453k 4.3k 105.92
Gs Activebeta U.s. Small Cap Equity Etf Etf (GSSC) 0.1 $452k +21869% 7.3k 62.34
Ishares Russell 2000 Etf Etf (IWM) 0.1 $451k +182% 2.0k 220.86
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.1 $449k +17% 14k 33.14
Vanguard Growth Index Fund Etf (VUG) 0.1 $445k +14% 1.7k 257.23
Cigna Corp Stock (CI) 0.1 $445k +74% 1.8k 241.98
Spdr Gold Shares Etf (GLD) 0.1 $442k -16% 2.8k 160.03
Fluor Corp Stock (FLR) 0.1 $439k NEW 19k 23.07
Vanguard Health Care Index Fund Etf (VHT) 0.1 $432k -8% 1.9k 228.69
Vanguard Intermediate-term Bond Index Fund Etf (BIV) 0.1 $427k -20% 4.8k 88.77
Chevron Corp Stock (CVX) 0.1 $425k -2% 4.1k 104.76
Alibaba Group Hldg Adr (BABA) 0.1 $422k -35% 1.9k 226.88
Innovator S&p 500 Power Buffer Etf - January Etf (PJAN) 0.1 $421k +88% 13k 31.54
First Tr Exchange Traded Fd Ii Cloud Computing Etf (SKYY) 0.1 $420k 4.4k 95.76
Vanguard Intermediate-term Government Bond Etf Etf (VGIT) 0.1 $419k +42% 6.2k 67.17
Vaneck Vectors Fallen Angel High Yield Bond Etf Etf (ANGL) 0.1 $418k +165% 13k 31.90
Innovator S&p 500 Power Buffer Etf - April Etf (PAPR) 0.1 $417k NEW 15k 27.52
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.1 $417k +23% 8.2k 51.10
On Semiconductor Corp Stock (ON) 0.1 $416k 10k 41.60
Ishares U.s. Medical Devices Etf Etf (IHI) 0.1 $416k -37% 1.3k 330.16
Nuveen S&p 500 Buy-write Cef (BXMX) 0.1 $414k +5% 31k 13.48
Western Un Stock (WU) 0.1 $413k 17k 24.63
Caterpillar Stock (CAT) 0.1 $403k -7% 1.7k 231.88
Anthem Stock (ANTM) 0.1 $397k +32% 1.1k 359.28
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $393k +39% 3.3k 118.30
Altria Group Stock (MO) 0.1 $391k +3% 7.6k 51.12
Idexx Labs Stock (IDXX) 0.1 $391k 800.00 488.75
Starbucks Corp Stock (SBUX) 0.1 $386k -22% 3.5k 109.32
John Hancock Multifactor Mid Cap Etf Etf (JHMM) 0.1 $385k +686% 7.8k 49.17
Invesco S&p Midcap 400 Revenue Etf Etf (RWK) 0.1 $383k -7% 4.5k 86.07
Ishares Preferred And Income Securities Etf Etf (PFF) 0.1 $379k 9.9k 38.37
Csx Corp Stock (CSX) 0.1 $379k +2% 3.9k 96.51
Eaton Vance Muni Income Trust Sh Ben Int Cef (EVN) 0.1 $379k 28k 13.78
Uber Technologies Stock (UBER) 0.1 $375k +41% 6.9k 54.48
Vanguard Information Technology Index Fund Etf (VGT) 0.1 $374k -2% 1.0k 357.89
Iqvia Hldgs Stock (IQV) 0.1 $373k +122% 1.9k 193.06
Ft Cboe Vest Growth-100 Buffer Etf - December Etf (QDEC) 0.1 $372k NEW 18k 20.49
Vanguard Consumer Staples Index Fund Etf (VDC) 0.1 $369k +30% 2.1k 178.35
Western Digital Corp Stock (WDC) 0.1 $369k 5.5k 66.73
Mr Cooper Group Stock (COOP) 0.1 $368k 11k 34.80
Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf Etf (SRVR) 0.1 $366k -34% 10k 36.18
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.1 $364k +11% 7.1k 51.60

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