Patriot Financial Group Insurance Agency, LLC Q2 2025 Filing
Filed July 21, 2025
Portfolio Value
$871K
Holdings
528
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (528 positions)
| Stock | Value |
|---|---|
IVEISHARES TR | $22.0M |
MSFTMICROSOFT CORP | $20.6M |
AAPLAPPLE INC | $16.2M |
NVDANVIDIA CORPORATION | $15.9M |
SCHGSCHWAB STRATEGIC TR | $12.5M |
AMZNAMAZON COM INC | $12.3M |
IJRISHARES TR | $12.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $11.7M |
VTIVANGUARD INDEX FDS | $10.4M |
DGROISHARES TR | $9.7M |
JPMJPMORGAN CHASE & CO. | $9.5M |
JEPIJ P MORGAN EXCHANGE TRADED F | $9.3M |
SPYMSPDR SERIES TRUST | $7.8M |
DYNFBLACKROCK ETF TRUST | $7.7M |
IVWISHARES TR | $7.4M |
QUALISHARES TR | $7.3M |
VUGVANGUARD INDEX FDS | $7.2M |
GOOGLALPHABET INC | $7.0M |
FTECFIDELITY COVINGTON TRUST | $6.5M |
GOOGALPHABET INC | $6.2M |
VOVANGUARD INDEX FDS | $6.1M |
VFLOVICTORY PORTFOLIOS II | $6.0M |
SPYGSPDR SERIES TRUST | $5.8M |
AVGOBROADCOM INC | $5.7M |
ACWVISHARES INC | $5.7M |
4I1PHILIP MORRIS INTL INC | $5.6M |
IUSBISHARES TR | $5.4M |
JHMMJOHN HANCOCK EXCHANGE TRADED | $5.4M |
WFCWELLS FARGO CO NEW | $5.4M |
JEPQJ P MORGAN EXCHANGE TRADED F | $5.3M |
DFAIDIMENSIONAL ETF TRUST | $5.3M |
BALIBLACKROCK ETF TRUST | $5.2M |
VVISA INC | $5.2M |
SCHWSCHWAB CHARLES CORP | $5.0M |
ORCLORACLE CORP | $5.0M |
IAU*ISHARES GOLD TR | $4.9M |
IGOVISHARES TR | $4.9M |
IJHISHARES TR | $4.8M |
IJJISHARES TR | $4.8M |
TSLATESLA INC | $4.8M |
GVIISHARES TR | $4.6M |
IJSISHARES TR | $4.5M |
FDVVFIDELITY COVINGTON TRUST | $4.4M |
QCOMQUALCOMM INC | $4.3M |
WMTWALMART INC | $4.3M |
CMCSACOMCAST CORP NEW | $4.1M |
JGROJ P MORGAN EXCHANGE TRADED F | $4.1M |
XOMEXXON MOBIL CORP | $4.1M |
IQLTISHARES TR | $4.0M |
AGGISHARES TR | $3.9M |
IXUSISHARES TR | $3.7M |
RDVIFIRST TR EXCHANGE-TRADED FD | $3.6M |
VIGVANGUARD SPECIALIZED FUNDS | $3.6M |
VEAVANGUARD TAX-MANAGED FDS | $3.5M |
COWGPACER FDS TR | $3.5M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $3.5M |
EFVISHARES TR | $3.3M |
DISDISNEY WALT CO | $3.2M |
RTXRTX CORPORATION | $3.1M |
IMCBISHARES TR | $3.1M |
QQQMINVESCO EXCH TRADED FD TR II | $3.0M |
BACBANK AMERICA CORP | $3.0M |
EBAEBAY INC. | $3.0M |
JPIEJ P MORGAN EXCHANGE TRADED F | $3.0M |
SCHZSCHWAB STRATEGIC TR | $3.0M |
CGMSCAPITAL GRP FIXED INCM ETF T | $3.0M |
MDTMEDTRONIC PLC | $2.8M |
CGICCAPITAL GROUP INTERNATIONAL | $2.8M |
INDAISHARES TR | $2.8M |
THROBLACKROCK ETF TRUST | $2.8M |
SPEMSPDR INDEX SHS FDS | $2.7M |
SIXOAIM ETF PRODUCTS TRUST | $2.7M |
HWMHOWMET AEROSPACE INC | $2.7M |
FHLCFIDELITY COVINGTON TRUST | $2.6M |
IYWISHARES TR | $2.6M |
SMINISHARES TR | $2.6M |
FSCOFS CREDIT OPPORTUNITIES CORP | $2.6M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $2.6M |
KMXCARMAX INC | $2.6M |
SPDWSPDR INDEX SHS FDS | $2.5M |
ELVELEVANCE HEALTH INC | $2.5M |
AQLTISHARES TR | $2.5M |
BDXBECTON DICKINSON & CO | $2.5M |
EPIWISDOMTREE TR | $2.5M |
FNCLFIDELITY COVINGTON TRUST | $2.5M |
DFNMDIMENSIONAL ETF TRUST | $2.4M |
BKSYBLACKSKY TECHNOLOGY INC | $2.4M |
SPBUAIM ETF PRODUCTS TRUST | $2.4M |
IEMGISHARES INC | $2.4M |
COPCONOCOPHILLIPS | $2.2M |
FTNTFORTINET INC | $2.2M |
BNDVANGUARD BD INDEX FDS | $2.2M |
XLKSELECT SECTOR SPDR TR | $2.1M |
TCAFT ROWE PRICE ETF INC | $2.1M |
SPTMSPDR SERIES TRUST | $2.1M |
FLMIFRANKLIN TEMPLETON ETF TR | $2.0M |
BKBANK NEW YORK MELLON CORP | $2.0M |
QQAINVESCO ACTIVELY MANAGED EXC | $2.0M |
ENBENBRIDGE INC | $2.0M |
PVALPUTNAM ETF TRUST | $2.0M |
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