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Shp Etf Trust shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Shp Etf Trust (SPYI) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Shp Etf Trust

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All positions including Shp Etf Trust held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2025-09-30 $315k 6.0k 52.30
2025-06-30 $222k 4.4k 50.31
2025-03-31 $208k 4.3k 47.89

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Oracle Corporation (ORCL)

View all positions for Patriot Financial Group Insurance Agency

Top funds holding Shp Etf Trust

LPL Financial
Gradient Investments
Stifel Financial
UBS Group
Mml Investors Services
Royal Bank of Canada
Private Advisor
Howard Capital Management
Merit Financial Group
Second Half Financial Partners
MADDEN SECURITIES Corp
Envestnet Asset Management
Cascade Wealth Advisors
Two Sigma Investments
Cetera Investment Advisers

View all funds holding Shp Etf Trust