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)

StockValue
RPMRPM INTL INC
$1.9M
AMATAPPLIED MATLS INC
$1.9M
XTENBONDBLOXX ETF TRUST
$1.8M
BBARRICK MNG CORP
$1.8M
ONEQFIDELITY COMWLTH TR
$1.8M
PJANINNOVATOR ETFS TRUST
$1.8M
CFOVICTORY PORTFOLIOS II
$1.8M
KGCKINROSS GOLD CORP
$1.8M
KOCOCA COLA CO
$1.8M
VEUVANGUARD INTL EQUITY INDEX F
$1.8M
PJULINNOVATOR ETFS TRUST
$1.8M
PEPPEPSICO INC
$1.7M
BNDVANGUARD BD INDEX FDS
$1.7M
FTNTFORTINET INC
$1.7M
PAUGINNOVATOR ETFS TRUST
$1.7M
RWJINVESCO EXCH TRADED FD TR II
$1.7M
CITHE CIGNA GROUP
$1.6M
GDXVANECK ETF TRUST
$1.6M
IONQIONQ INC
$1.6M
CGBLCAPITAL GROUP CORE BALANCED
$1.6M
BINCBLACKROCK ETF TRUST II
$1.6M
BSXBOSTON SCIENTIFIC CORP
$1.6M
SPEMSPDR INDEX SHS FDS
$1.5M
SPHQINVESCO EXCHANGE TRADED FD T
$1.5M
KMXCARMAX INC
$1.5M
CRSPCRISPR THERAPEUTICS AG
$1.5M
OMCOMNICOM GROUP INC
$1.5M
BUFFINNOVATOR ETFS TRUST
$1.5M
SNYSANOFI SA
$1.5M
RWKINVESCO EXCH TRADED FD TR II
$1.5M
ISRGINTUITIVE SURGICAL INC
$1.5M
PMARINNOVATOR ETFS TRUST
$1.4M
ELVELEVANCE HEALTH INC FORMERLY
$1.4M
ANETARISTA NETWORKS INC
$1.4M
PAPRINNOVATOR ETFS TRUST
$1.4M
DDTOINNOVATOR ETFS TRUST
$1.4M
PMAYINNOVATOR ETFS TRUST
$1.4M
POCTINNOVATOR ETFS TRUST
$1.4M
ETRENTERGY CORP NEW
$1.4M
CVXCHEVRON CORP NEW
$1.4M
KLMNINVESCO EXCH TRADED FD TR II
$1.4M
BACVERIZON COMMUNICATIONS INC
$1.4M
VEEVVEEVA SYS INC
$1.3M
QQAINVESCO ACTIVELY MANAGED EXC
$1.3M
CRDOCREDO TECHNOLOGY GROUP HOLDI
$1.3M
UBERUBER TECHNOLOGIES INC
$1.3M
DISDISNEY WALT CO
$1.3M
VRTXVERTEX PHARMACEUTICALS INC
$1.3M
UNHUNITEDHEALTH GROUP INC
$1.3M
PNOVINNOVATOR ETFS TRUST
$1.3M
XLKSELECT SECTOR SPDR TR
$1.2M
IBMINTERNATIONAL BUSINESS MACHS
$1.2M
IAGGISHARES TR
$1.2M
PDECINNOVATOR ETFS TRUST
$1.2M
SIXPAIM ETF PRODUCTS TRUST
$1.2M
MOALTRIA GROUP INC
$1.2M
OEFISHARES TR
$1.2M
ADBEADOBE INC
$1.2M
SOUNSOUNDHOUND AI INC
$1.2M
PGPROCTER AND GAMBLE CO
$1.2M
BABOEING CO
$1.1M
ISPYPROSHARES TR
$1.1M
FFLCFIDELITY COVINGTON TRUST
$1.1M
PJUNINNOVATOR ETFS TRUST
$1.1M
PSEPINNOVATOR ETFS TRUST
$1.1M
DUKDUKE ENERGY CORP NEW
$1.1M
LAMRLAMAR ADVERTISING CO NEW
$1.1M
AEPAMERICAN ELEC PWR CO INC
$1.1M
TFCTRUIST FINL CORP
$1.1M
UITBVICTORY PORTFOLIOS II
$1.1M
COWZPACER FDS TR
$1.0M
AMGNAMGEN INC
$1.0M
WBSWEBSTER FINL CORP
$1.0M
GSKGSK PLC
$1.0M
PATHUIPATH INC
$1.0M
CVSCVS HEALTH CORP
$988K
MCDMCDONALDS CORP
$987K
ETNEATON CORP PLC
$986K
DFAUDIMENSIONAL ETF TRUST
$985K
SPSMSPDR SERIES TRUST
$982K
PFEPFIZER INC
$972K
GLDMWORLD GOLD TR
$971K
VMIVALMONT INDS INC
$961K
WECWEC ENERGY GROUP INC
$934K
QYLDGLOBAL X FDS
$928K
APHAMPHENOL CORP NEW
$919K
HTABHARTFORD FDS EXCHANGE TRADED
$901K
HRBBLOCK H & R INC
$898K
AIQGLOBAL X FDS
$896K
DFAEDIMENSIONAL ETF TRUST
$893K
IUSGISHARES TR
$871K
GQ9SPDR GOLD TR
$870K
BMBLBUMBLE INC
$854K
INTCINTEL CORP
$849K
HONHONEYWELL INTL INC
$835K
MRKMERCK & CO INC
$835K
UNPUNION PAC CORP
$829K
CATCATERPILLAR INC
$828K
BABAALIBABA GROUP HLDG LTD
$824K
CWSADVISORSHARES TR
$823K
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