Patriot Financial Group Insurance Agency, LLC Q3 2025 Filing
Filed October 8, 2025
Portfolio Value
$781K
Holdings
488
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (488 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $19.5M |
NVDANVIDIA CORPORATION | $17.2M |
AMZNAMAZON COM INC | $10.3M |
JEPIJ P MORGAN EXCHANGE TRADED F | $9.3M |
DYNFBLACKROCK ETF TRUST | $9.1M |
GOOGALPHABET INC | $8.8M |
SCHGSCHWAB STRATEGIC TR | $8.5M |
JPMJPMORGAN CHASE & CO. | $8.5M |
VTIVANGUARD INDEX FDS | $7.7M |
ORCLORACLE CORP | $7.5M |
VIGVANGUARD SPECIALIZED FUNDS | $7.4M |
SPYMSPDR SERIES TRUST | $7.3M |
QUALISHARES TR | $7.3M |
SPYGSPDR SERIES TRUST | $7.2M |
VUGVANGUARD INDEX FDS | $7.1M |
ACWVISHARES INC | $6.9M |
VOVANGUARD INDEX FDS | $6.7M |
IVWISHARES TR | $6.1M |
IGOVISHARES TR | $6.1M |
IAU*ISHARES GOLD TR | $6.1M |
AVGOBROADCOM INC | $6.0M |
JEPQJ P MORGAN EXCHANGE TRADED F | $6.0M |
4I1PHILIP MORRIS INTL INC | $5.9M |
PVALPUTNAM ETF TRUST | $5.9M |
PLTRPALANTIR TECHNOLOGIES INC | $5.8M |
WFCWELLS FARGO CO NEW | $5.7M |
BALIBLACKROCK ETF TRUST | $5.7M |
DFAIDIMENSIONAL ETF TRUST | $5.7M |
JHMMJOHN HANCOCK EXCHANGE TRADED | $5.5M |
TSLATESLA INC | $5.3M |
GOOGLALPHABET INC | $5.2M |
GVIISHARES TR | $4.9M |
FDVVFIDELITY COVINGTON TRUST | $4.7M |
IXUSISHARES TR | $4.5M |
AGGISHARES TR | $4.5M |
JGROJ P MORGAN EXCHANGE TRADED F | $4.4M |
IUSBISHARES TR | $4.4M |
COWGPACER FDS TR | $4.3M |
GEGE AEROSPACE | $4.1M |
XOMEXXON MOBIL CORP | $4.0M |
SPDWSPDR INDEX SHS FDS | $4.0M |
RDVIFIRST TR EXCHANGE-TRADED FD | $3.9M |
IJRISHARES TR | $3.7M |
SCHWSCHWAB CHARLES CORP | $3.6M |
LRCXLAM RESEARCH CORP | $3.6M |
QQQMINVESCO EXCH TRADED FD TR II | $3.6M |
RTXRTX CORPORATION | $3.5M |
WMTWALMART INC | $3.5M |
ABBVABBVIE INC | $3.3M |
SCHZSCHWAB STRATEGIC TR | $3.2M |
JPIEJ P MORGAN EXCHANGE TRADED F | $3.1M |
AMDADVANCED MICRO DEVICES INC | $3.1M |
EFVISHARES TR | $3.1M |
THROBLACKROCK ETF TRUST | $3.1M |
IVEISHARES TR | $3.1M |
CMCSACOMCAST CORP NEW | $3.0M |
BACBANK AMERICA CORP | $3.0M |
BIVVANGUARD BD INDEX FDS | $3.0M |
BAIBLACKROCK ETF TRUST | $2.9M |
HDHOME DEPOT INC | $2.9M |
VVISA INC | $2.8M |
SIXOAIM ETF PRODUCTS TRUST | $2.8M |
BDXBECTON DICKINSON & CO | $2.7M |
MDTMEDTRONIC PLC | $2.7M |
VEAVANGUARD TAX-MANAGED FDS | $2.6M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $2.6M |
HWMHOWMET AEROSPACE INC | $2.6M |
COPCONOCOPHILLIPS | $2.5M |
NEMNEWMONT CORP | $2.5M |
SPBUAIM ETF PRODUCTS TRUST | $2.5M |
EBAEBAY INC. | $2.5M |
FSCOFS CREDIT OPPORTUNITIES CORP | $2.4M |
BKBANK NEW YORK MELLON CORP | $2.4M |
BWZSPDR SERIES TRUST | $2.4M |
ENBENBRIDGE INC | $2.4M |
IEMGISHARES INC | $2.4M |
QCOMQUALCOMM INC | $2.3M |
VBVANGUARD INDEX FDS | $2.3M |
TCAFT ROWE PRICE ETF INC | $2.3M |
EUHYISHARES INC | $2.3M |
XLGINVESCO EXCHANGE TRADED FD T | $2.2M |
MBBISHARES TR | $2.2M |
ARKKARK ETF TR | $2.2M |
DGROISHARES TR | $2.2M |
ULUNILEVER PLC | $2.2M |
SPTMSPDR SERIES TRUST | $2.2M |
NVSNNOVARTIS AG | $2.2M |
SFLOVICTORY PORTFOLIOS II | $2.1M |
FLMIFRANKLIN TEMPLETON ETF TR | $2.1M |
GDGENERAL DYNAMICS CORP | $2.1M |
RGTIRIGETTI COMPUTING INC | $2.1M |
VYMVANGUARD WHITEHALL FDS | $2.1M |
IJHISHARES TR | $2.1M |
HELOJ P MORGAN EXCHANGE TRADED F | $2.0M |
IYWISHARES TR | $2.0M |
ADIANALOG DEVICES INC | $2.0M |
NYFISHARES TR | $2.0M |
BKSYBLACKSKY TECHNOLOGY INC | $2.0M |
SCHDSCHWAB STRATEGIC TR | $2.0M |
JNJJOHNSON & JOHNSON | $2.0M |
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