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)

StockValue
ABBVABBVIE INC
$929K
NXPINXP SEMICONDUCTORS N V
$918K
SOXXISHARES TR
$913K
AMATAPPLIED MATLS INC
$907K
MCDMCDONALDS CORP
$906K
XLGINVESCO EXCHANGE TRADED FD T
$895K
SCZISHARES TR
$892K
TXNTEXAS INSTRS INC
$889K
ISPYPROSHARES TR
$882K
OEFISHARES TR
$867K
AQLTISHARES TR
$866K
SIXPAIM ETF PRODUCTS TRUST
$861K
EMREMERSON ELEC CO
$861K
HRBBLOCK H & R INC
$860K
BMBLBUMBLE INC
$842K
CWSADVISORSHARES TR
$839K
IBBISHARES TR
$838K
DFEBFIRST TR EXCHNG TRADED FD VI
$834K
UNPUNION PAC CORP
$830K
GSKGSK PLC
$830K
WECWEC ENERGY GROUP INC
$828K
HONHONEYWELL INTL INC
$818K
ILCGISHARES TR
$810K
DFAUDIMENSIONAL ETF TRUST
$798K
CGGOCAPITAL GROUP GBL GROWTH EQT
$794K
DOCUDOCUSIGN INC
$794K
UPSUNITED PARCEL SERVICE INC
$793K
IUSGISHARES TR
$793K
SOUNSOUNDHOUND AI INC
$791K
XLESELECT SECTOR SPDR TR
$779K
USMFWISDOMTREE TR
$774K
CGDGCAPITAL GROUP DIVIDEND GROWE
$773K
TAT&T INC
$771K
ARTYISHARES TR
$764K
COFCAPITAL ONE FINL CORP
$756K
VOTVANGUARD INDEX FDS
$752K
GQ9SPDR GOLD TR
$748K
TRVCCITIGROUP INC
$746K
CATCATERPILLAR INC
$745K
DFAEDIMENSIONAL ETF TRUST
$733K
ESGUISHARES TR
$731K
SPSMSPDR SERIES TRUST
$730K
QTECFIRST TR EXCHANGE-TRADED FD
$723K
JDJD.COM INC
$714K
SCHVSCHWAB STRATEGIC TR
$708K
MTBM & T BK CORP
$702K
HTABHARTFORD FDS EXCHANGE TRADED
$697K
GCORGOLDMAN SACHS ETF TR
$694K
LYGLLOYDS BANKING GROUP PLC
$679K
DWDMORGAN STANLEY
$677K
BUFRFIRST TR EXCHNG TRADED FD VI
$674K
GPCGENUINE PARTS CO
$669K
PNCPNC FINL SVCS GROUP INC
$653K
HIIHUNTINGTON INGALLS INDS INC
$653K
DFACDIMENSIONAL ETF TRUST
$644K
ESEVERSOURCE ENERGY
$641K
INTCINTEL CORP
$639K
DFCFDIMENSIONAL ETF TRUST
$629K
LNCLINCOLN NATL CORP IND
$628K
IWBISHARES TR
$627K
FSKFS KKR CAP CORP
$625K
INGRINGREDION INC
$614K
CSCOCISCO SYS INC
$612K
SPYVSPDR SERIES TRUST
$609K
GSUSGOLDMAN SACHS ETF TR
$601K
IWMISHARES TR
$599K
RWLINVESCO EXCH TRADED FD TR II
$598K
FFORD MTR CO
$595K
TNGYTORTOISE CAPITAL SERIES TRUS
$588K
NCLHNORWEGIAN CRUISE LINE HLDG L
$587K
SRESEMPRA
$581K
ALLEALLEGION PLC
$580K
VYMVANGUARD WHITEHALL FDS
$580K
BRBROADRIDGE FINL SOLUTIONS IN
$578K
FISFIDELITY NATL INFORMATION SV
$559K
GLDMWORLD GOLD TR
$559K
NVONOVO-NORDISK A S
$556K
PRUPRUDENTIAL FINL INC
$554K
OXYOCCIDENTAL PETE CORP
$545K
AMLPALPS ETF TR
$544K
BABAALIBABA GROUP HLDG LTD
$544K
LCTUBLACKROCK ETF TRUST
$541K
IGMISHARES TR
$537K
ADPAUTOMATIC DATA PROCESSING IN
$531K
AXPAMERICAN EXPRESS CO
$526K
PTLCPACER FDS TR
$526K
EIXEDISON INTL
$514K
CEPFCANTOR EQUITY PARTNERS I INC
$514K
FCXFREEPORT-MCMORAN INC
$513K
APRWAIM ETF PRODUCTS TRUST
$510K
VMIVALMONT INDS INC
$509K
AGGYWISDOMTREE TR
$508K
XSOEWISDOMTREE TR
$504K
CDCVICTORY PORTFOLIOS II
$503K
EMBISHARES TR
$503K
DIVOAMPLIFY ETF TR
$496K
PLDPROLOGIS INC.
$496K
TJXTJX COS INC NEW
$491K
VRSNVERISIGN INC
$486K
ECLECOLAB INC
$479K
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