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 |
|---|---|
XLKSELECT SECTOR SPDR TR | $1.8M |
BABOEING CO | $1.7M |
NEMNEWMONT CORP | $1.7M |
MOALTRIA GROUP INC | $1.7M |
PJANINNOVATOR ETFS TRUST | $1.7M |
FENYFIDELITY COVINGTON TRUST | $1.6M |
CVXCHEVRON CORP NEW | $1.6M |
VBVANGUARD INDEX FDS | $1.6M |
BKBANK NEW YORK MELLON CORP | $1.6M |
APDAIR PRODS & CHEMS INC | $1.5M |
ULUNILEVER PLC | $1.5M |
BSXBOSTON SCIENTIFIC CORP | $1.5M |
IQVIQVIA HLDGS INC | $1.5M |
JNJJOHNSON & JOHNSON | $1.5M |
DGRWWISDOMTREE TR | $1.5M |
VEEVVEEVA SYS INC | $1.5M |
PAUGINNOVATOR ETFS TRUST | $1.5M |
HELOJ P MORGAN EXCHANGE TRADED F | $1.5M |
VRTXVERTEX PHARMACEUTICALS INC | $1.5M |
FISVFISERV INC | $1.5M |
LRCXLAM RESEARCH CORP | $1.5M |
NVSNNOVARTIS AG | $1.4M |
CRMSALESFORCE INC | $1.4M |
PJULINNOVATOR ETFS TRUST | $1.4M |
BACVERIZON COMMUNICATIONS INC | $1.4M |
AMGNAMGEN INC | $1.4M |
THROBLACKROCK ETF TRUST | $1.4M |
GEGE AEROSPACE | $1.4M |
CGBLCAPITAL GROUP CORE BALANCED | $1.4M |
CHKPCHECK POINT SOFTWARE TECH LT | $1.3M |
SNYSANOFI | $1.3M |
MGVVANGUARD WORLD FD | $1.3M |
ARKKARK ETF TR | $1.3M |
PAPRINNOVATOR ETFS TRUST | $1.3M |
NYFISHARES TR | $1.3M |
BINCBLACKROCK ETF TRUST II | $1.3M |
SEIESEI EXCHANGE TRADED FUNDS | $1.3M |
ADIANALOG DEVICES INC | $1.3M |
POCTINNOVATOR ETFS TRUST | $1.3M |
PGPROCTER AND GAMBLE CO | $1.3M |
DDTOINNOVATOR ETFS TRUST | $1.3M |
MRKMERCK & CO INC | $1.3M |
BIVVANGUARD BD INDEX FDS | $1.3M |
ABGCENCORA INC | $1.2M |
PMARINNOVATOR ETFS TRUST | $1.2M |
SPHQINVESCO EXCHANGE TRADED FD T | $1.2M |
BUFFINNOVATOR ETFS TRUST | $1.2M |
RWJINVESCO EXCH TRADED FD TR II | $1.2M |
QYLDGLOBAL X FDS | $1.2M |
PMAYINNOVATOR ETFS TRUST | $1.2M |
HDHOME DEPOT INC | $1.2M |
IEMGISHARES INC | $1.2M |
GDGENERAL DYNAMICS CORP | $1.2M |
PNOVINNOVATOR ETFS TRUST | $1.1M |
VWOVANGUARD INTL EQUITY INDEX F | $1.1M |
UITBVICTORY PORTFOLIOS II | $1.1M |
ADBEADOBE INC | $1.1M |
XFEBFIRST TR EXCH TRADED FD III | $1.1M |
CVSCVS HEALTH CORP | $1.1M |
EPSWISDOMTREE TR | $1.1M |
IBMINTERNATIONAL BUSINESS MACHS | $1.1M |
KOCOCA COLA CO | $1.1M |
HTABHARTFORD FDS EXCHANGE TRADED | $1.1M |
KGCKINROSS GOLD CORP | $1.1M |
KLMNINVESCO EXCH TRADED FD TR II | $1.1M |
ETRENTERGY CORP NEW | $1.1M |
PDECINNOVATOR ETFS TRUST | $1.1M |
GQ9SPDR GOLD TR | $1.1M |
IXUSISHARES TR | $1.1M |
EFGISHARES TR | $1.1M |
AMDADVANCED MICRO DEVICES INC | $1.0M |
BAIBLACKROCK ETF TRUST | $1.0M |
COWZPACER FDS TR | $1.0M |
PFEPFIZER INC | $1.0M |
DUKDUKE ENERGY CORP NEW | $1.0M |
WBSWEBSTER FINL CORP | $1.0M |
OMCOMNICOM GROUP INC | $1.0M |
DFEMDIMENSIONAL ETF TRUST | $1.0M |
PSEPINNOVATOR ETFS TRUST | $1.0M |
PJUNINNOVATOR ETFS TRUST | $1.0M |
MCDMCDONALDS CORP | $995K |
AMTAMERICAN TOWER CORP NEW | $994K |
PLTRPALANTIR TECHNOLOGIES INC | $986K |
ABBVABBVIE INC | $930K |
ETNEATON CORP PLC | $925K |
DEODIAGEO PLC | $921K |
XTENBONDBLOXX ETF TRUST | $905K |
RWKINVESCO EXCH TRADED FD TR II | $899K |
LAMRLAMAR ADVERTISING CO NEW | $895K |
BKSYBLACKSKY TECHNOLOGY INC | $879K |
VEUVANGUARD INTL EQUITY INDEX F | $874K |
CGUSCAPITAL GROUP CORE EQUITY ET | $865K |
IBBISHARES TR | $850K |
SCZISHARES TR | $844K |
ISPYPROSHARES TR | $836K |
AIOOAIM ETF PRODUCTS TRUST | $834K |
XLESELECT SECTOR SPDR TR | $830K |
CALFPACER FDS TR | $825K |
WECWEC ENERGY GROUP INC | $820K |
BNDXVANGUARD CHARLOTTE FDS | $807K |