Patriot Financial Group Insurance Agency, LLC Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$746K
Holdings
488
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (488 positions)
| Stock | Value |
|---|---|
IVEISHARES TR | $20.4M |
AAPLAPPLE INC | $16.2M |
MSFTMICROSOFT CORP | $14.6M |
IJRISHARES TR | $11.1M |
SCHGSCHWAB STRATEGIC TR | $11.0M |
NVDANVIDIA CORPORATION | $10.0M |
AMZNAMAZON COM INC | $9.7M |
DGROISHARES TR | $9.2M |
VTIVANGUARD INDEX FDS | $9.0M |
SPYMSPDR SER TR | $9.0M |
JEPIJ P MORGAN EXCHANGE TRADED F | $9.0M |
VFLOVICTORY PORTFOLIOS II | $7.6M |
JPMJPMORGAN CHASE & CO. | $7.5M |
IUSBISHARES TR | $7.3M |
DYNFBLACKROCK ETF TRUST | $6.5M |
QUALISHARES TR | $6.5M |
IVWISHARES TR | $6.4M |
VUGVANGUARD INDEX FDS | $5.8M |
VOVANGUARD INDEX FDS | $5.5M |
JHMMJOHN HANCOCK EXCHANGE TRADED | $5.4M |
JEPQJ P MORGAN EXCHANGE TRADED F | $5.4M |
FTECFIDELITY COVINGTON TRUST | $5.3M |
GOOGLALPHABET INC | $5.3M |
DFAIDIMENSIONAL ETF TRUST | $4.8M |
GOOGALPHABET INC | $4.7M |
VVISA INC | $4.7M |
BALIBLACKROCK ETF TRUST | $4.7M |
4I1PHILIP MORRIS INTL INC | $4.6M |
IJJISHARES TR | $4.6M |
IAU*ISHARES GOLD TR | $4.5M |
GVIISHARES TR | $4.4M |
IJSISHARES TR | $4.2M |
WFCWELLS FARGO CO NEW | $4.2M |
WMTWALMART INC | $4.2M |
IJHISHARES TR | $4.2M |
SPYGSPDR SER TR | $4.1M |
XOMEXXON MOBIL CORP | $4.1M |
FDVVFIDELITY COVINGTON TRUST | $4.1M |
QCOMQUALCOMM INC | $4.1M |
ACWVISHARES INC | $4.0M |
IQLTISHARES TR | $3.8M |
QQAINVESCO ACTIVELY MANAGED EXC | $3.8M |
SCHWSCHWAB CHARLES CORP | $3.8M |
CMCSACOMCAST CORP NEW | $3.8M |
JGROJ P MORGAN EXCHANGE TRADED F | $3.7M |
VEAVANGUARD TAX-MANAGED FDS | $3.6M |
TSLATESLA INC | $3.6M |
AGGISHARES TR | $3.5M |
VIGVANGUARD SPECIALIZED FUNDS | $3.4M |
SCHZSCHWAB STRATEGIC TR | $3.2M |
RDVIFIRST TR EXCHANGE-TRADED FD | $2.9M |
CGMSCAPITAL GRP FIXED INCM ETF T | $2.9M |
BNDVANGUARD BD INDEX FDS | $2.8M |
FHLCFIDELITY COVINGTON TRUST | $2.8M |
RTXRTX CORPORATION | $2.7M |
JPIEJ P MORGAN EXCHANGE TRADED F | $2.7M |
IMCBISHARES TR | $2.6M |
ORCLORACLE CORP | $2.6M |
BDXBECTON DICKINSON & CO | $2.6M |
AVGOBROADCOM INC | $2.6M |
SPEMSPDR INDEX SHS FDS | $2.6M |
INDAISHARES TR | $2.5M |
ELVELEVANCE HEALTH INC | $2.5M |
MDTMEDTRONIC PLC | $2.5M |
KMXCARMAX INC | $2.4M |
BACBANK AMERICA CORP | $2.4M |
QQQMINVESCO EXCH TRADED FD TR II | $2.4M |
EBAEBAY INC. | $2.4M |
DISDISNEY WALT CO | $2.4M |
EPIWISDOMTREE TR | $2.4M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $2.4M |
FNCLFIDELITY COVINGTON TRUST | $2.3M |
FEBUAIM ETF PRODUCTS TRUST | $2.2M |
COPCONOCOPHILLIPS | $2.2M |
SMINISHARES TR | $2.2M |
SPDWSPDR INDEX SHS FDS | $2.2M |
AQLTISHARES TR | $2.2M |
EFVISHARES TR | $2.1M |
PEPPEPSICO INC | $2.1M |
FSCOFS CREDIT OPPORTUNITIES CORP | $2.1M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $2.1M |
PVALPUTNAM ETF TRUST | $2.0M |
FTNTFORTINET INC | $2.0M |
AMATAPPLIED MATLS INC | $2.0M |
IYWISHARES TR | $2.0M |
FLMIFRANKLIN TEMPLETON ETF TR | $2.0M |
HWMHOWMET AEROSPACE INC | $2.0M |
CGICCAPITAL GROUP INTERNATIONAL | $2.0M |
DFNMDIMENSIONAL ETF TRUST | $2.0M |
SBUXSTARBUCKS CORP | $1.9M |
SFLOVICTORY PORTFOLIOS II | $1.9M |
TCAFT ROWE PRICE ETF INC | $1.9M |
MBBISHARES TR | $1.9M |
SPTMSPDR SER TR | $1.9M |
NDQINVESCO QQQ TR | $1.9M |
CITHE CIGNA GROUP | $1.8M |
RPMRPM INTL INC | $1.8M |
ENBENBRIDGE INC | $1.8M |
SCHDSCHWAB STRATEGIC TR | $1.8M |
CFOVICTORY PORTFOLIOS II | $1.8M |
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