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 |
|---|---|
SFLOVICTORY PORTFOLIOS II | $2.0M |
NEMNEWMONT CORP | $2.0M |
PEPPEPSICO INC | $2.0M |
HELOJ P MORGAN EXCHANGE TRADED F | $2.0M |
MBBISHARES TR | $2.0M |
SBUXSTARBUCKS CORP | $2.0M |
ULUNILEVER PLC | $1.9M |
ADIANALOG DEVICES INC | $1.9M |
NVSNNOVARTIS AG | $1.9M |
LRCXLAM RESEARCH CORP | $1.9M |
VEEVVEEVA SYS INC | $1.9M |
CGBLCAPITAL GROUP CORE BALANCED | $1.9M |
BAIBLACKROCK ETF TRUST | $1.9M |
CITHE CIGNA GROUP | $1.8M |
DGRWWISDOMTREE TR | $1.8M |
ARKKARK ETF TR | $1.8M |
GEGE AEROSPACE | $1.8M |
PLTRPALANTIR TECHNOLOGIES INC | $1.8M |
SCHDSCHWAB STRATEGIC TR | $1.8M |
PJANINNOVATOR ETFS TRUST | $1.8M |
CFOVICTORY PORTFOLIOS II | $1.8M |
RPMRPM INTL INC | $1.8M |
VBVANGUARD INDEX FDS | $1.7M |
BWZSPDR SERIES TRUST | $1.7M |
UNHUNITEDHEALTH GROUP INC | $1.7M |
APDAIR PRODS & CHEMS INC | $1.6M |
NYFISHARES TR | $1.6M |
CRMSALESFORCE INC | $1.6M |
XTENBONDBLOXX ETF TRUST | $1.6M |
PAUGINNOVATOR ETFS TRUST | $1.6M |
GDGENERAL DYNAMICS CORP | $1.6M |
BSXBOSTON SCIENTIFIC CORP | $1.6M |
PJULINNOVATOR ETFS TRUST | $1.6M |
IQVIQVIA HLDGS INC | $1.5M |
FENYFIDELITY COVINGTON TRUST | $1.5M |
EUHYISHARES INC | $1.5M |
SNYSANOFI | $1.4M |
CVXCHEVRON CORP NEW | $1.4M |
AMDADVANCED MICRO DEVICES INC | $1.4M |
RWJINVESCO EXCH TRADED FD TR II | $1.4M |
SPHQINVESCO EXCHANGE TRADED FD T | $1.4M |
PAPRINNOVATOR ETFS TRUST | $1.4M |
BINCBLACKROCK ETF TRUST II | $1.4M |
BACVERIZON COMMUNICATIONS INC | $1.4M |
ABGCENCORA INC | $1.4M |
PMARINNOVATOR ETFS TRUST | $1.4M |
CHKPCHECK POINT SOFTWARE TECH LT | $1.4M |
BUFFINNOVATOR ETFS TRUST | $1.4M |
PMAYINNOVATOR ETFS TRUST | $1.4M |
VRTXVERTEX PHARMACEUTICALS INC | $1.4M |
DDTOINNOVATOR ETFS TRUST | $1.4M |
JNJJOHNSON & JOHNSON | $1.4M |
POCTINNOVATOR ETFS TRUST | $1.3M |
IBMINTERNATIONAL BUSINESS MACHS | $1.3M |
BABOEING CO | $1.3M |
KGCKINROSS GOLD CORP | $1.3M |
IONQIONQ INC | $1.3M |
FISVFISERV INC | $1.3M |
PGPROCTER AND GAMBLE CO | $1.3M |
UITBVICTORY PORTFOLIOS II | $1.3M |
KLMNINVESCO EXCH TRADED FD TR II | $1.3M |
MOALTRIA GROUP INC | $1.3M |
AMGNAMGEN INC | $1.2M |
MGVVANGUARD WORLD FD | $1.2M |
ADBEADOBE INC | $1.2M |
PNOVINNOVATOR ETFS TRUST | $1.2M |
KOCOCA COLA CO | $1.2M |
BIVVANGUARD BD INDEX FDS | $1.2M |
EFGISHARES TR | $1.2M |
HDHOME DEPOT INC | $1.2M |
RWKINVESCO EXCH TRADED FD TR II | $1.2M |
CVSCVS HEALTH CORP | $1.2M |
PDECINNOVATOR ETFS TRUST | $1.2M |
ETNEATON CORP PLC | $1.2M |
MRKMERCK & CO INC | $1.2M |
DFEMDIMENSIONAL ETF TRUST | $1.1M |
PJUNINNOVATOR ETFS TRUST | $1.1M |
ETRENTERGY CORP NEW | $1.1M |
CRSPCRISPR THERAPEUTICS AG | $1.1M |
XFEBFIRST TR EXCH TRADED FD III | $1.1M |
EPSWISDOMTREE TR | $1.1M |
QYLDGLOBAL X FDS | $1.1M |
VWOVANGUARD INTL EQUITY INDEX F | $1.1M |
IAGGISHARES TR | $1.1M |
PSEPINNOVATOR ETFS TRUST | $1.1M |
PFEPFIZER INC | $1.1M |
TFCTRUIST FINL CORP | $1.1M |
OMCOMNICOM GROUP INC | $1.1M |
CGUSCAPITAL GROUP CORE EQUITY ET | $1.0M |
LAMRLAMAR ADVERTISING CO NEW | $1.0M |
DUKDUKE ENERGY CORP NEW | $1.0M |
ADSKAUTODESK INC | $1.0M |
COWZPACER FDS TR | $1.0M |
AMTAMERICAN TOWER CORP NEW | $1.0M |
DEODIAGEO PLC | $974K |
VEUVANGUARD INTL EQUITY INDEX F | $969K |
WBSWEBSTER FINL CORP | $963K |
VXUSVANGUARD STAR FDS | $958K |
FFLCFIDELITY COVINGTON TRUST | $939K |
RGTIRIGETTI COMPUTING INC | $930K |