Patriot Financial Group Insurance Agency, LLC Q4 2025 Filing

Filed January 26, 2026

Portfolio Value

$840K

Holdings

501

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (501 positions)

StockValue
TCAFT ROWE PRICE ETF INC
$2K
MBBISHARES TR
$2K
SCHDSCHWAB STRATEGIC TR
$2K
ULUNILEVER PLC
$2K
FSCOFS CREDIT OPPORTUNITIES CORP
$2K
SPTMSPDR SERIES TRUST
$2K
BNDVANGUARD BD INDEX FDS
$2K
IJHISHARES TR
$2K
DGROISHARES TR
$2K
SFLOVICTORY PORTFOLIOS II
$2K
ONEQFIDELITY COMWLTH TR
$2K
IYWISHARES TR
$2K
BACVERIZON COMMUNICATIONS INC
$2K
HELOJ P MORGAN EXCHANGE TRADED F
$2K
XTENBONDBLOXX ETF TRUST
$2K
KLMNINVESCO EXCH TRADED FD TR II
$2K
MCKMCKESSON CORP
$2K
KGCKINROSS GOLD CORP
$2K
ITA*ISHARES TR
$2K
BACBANK AMERICA CORP
$2K
CSCOCISCO SYS INC
$2K
CGBLCAPITAL GROUP CORE BALANCED
$2K
GDXVANECK ETF TRUST
$2K
VEUVANGUARD INTL EQUITY INDEX F
$2K
DISDISNEY WALT CO
$2K
LLYELI LILLY & CO
$2K
RWJINVESCO EXCH TRADED FD TR II
$2K
MCDMCDONALDS CORP
$2K
SPHQINVESCO EXCHANGE TRADED FD T
$2K
CFOVICTORY PORTFOLIOS II
$2K
PAUGINNOVATOR ETFS TRUST
$2K
BINCBLACKROCK ETF TRUST II
$2K
ARKKARK ETF TR
$2K
BKSYBLACKSKY TECHNOLOGY INC
$2K
PJULINNOVATOR ETFS TRUST
$2K
CITHE CIGNA GROUP
$2K
RPMRPM INTL INC
$2K
DDOMINION ENERGY INC
$2K
PJANINNOVATOR ETFS TRUST
$2K
MOALTRIA GROUP INC
$2K
RWKINVESCO EXCH TRADED FD TR II
$2K
ISRGINTUITIVE SURGICAL INC
$2K
FTNTFORTINET INC
$2K
MTUMISHARES TR
$2K
BUFFINNOVATOR ETFS TRUST
$2K
SPEMSPDR INDEX SHS FDS
$2K
POCTINNOVATOR ETFS TRUST
$2K
ETRENTERGY CORP NEW
$2K
PNOVINNOVATOR ETFS TRUST
$1K
BSXBOSTON SCIENTIFIC CORP
$1K
NYFISHARES TR
$1K
NEARISHARES U S ETF TR
$1K
TAT&T INC
$1K
DDTOINNOVATOR ETFS TRUST
$1K
PAPRINNOVATOR ETFS TRUST
$1K
VRTXVERTEX PHARMACEUTICALS INC
$1K
KOCOCA COLA CO
$1K
FFLCFIDELITY COVINGTON TRUST
$1K
BPREBLUEROCK PVT REAL ESTATE FD
$1K
PMARINNOVATOR ETFS TRUST
$1K
VLOVALERO ENERGY CORP
$1K
PDECINNOVATOR ETFS TRUST
$1K
IBMINTERNATIONAL BUSINESS MACHS
$1K
ISPYPROSHARES TR
$1K
UNHUNITEDHEALTH GROUP INC
$1K
RGTIRIGETTI COMPUTING INC
$1K
PMAYINNOVATOR ETFS TRUST
$1K
INTUINTUIT
$1K
FFORD MTR CO
$1K
CRDOCREDO TECHNOLOGY GROUP HOLDI
$1K
ANETARISTA NETWORKS INC
$1K
XLKSELECT SECTOR SPDR TR
$1K
BLKBLACKROCK INC
$1K
UBERUBER TECHNOLOGIES INC
$1K
SIXPAIM ETF PRODUCTS TRUST
$1K
OEFISHARES TR
$1K
GQ9SPDR GOLD TR
$1K
TFCTRUIST FINL CORP
$1K
CVSCVS HEALTH CORP
$1K
NOWSERVICENOW INC
$1K
PATHUIPATH INC
$1K
CRSPCRISPR THERAPEUTICS AG
$1K
BABOEING CO
$1K
LAMRLAMAR ADVERTISING CO NEW
$1K
PEPPEPSICO INC
$1K
GSKGSK PLC
$1K
GLDMWORLD GOLD TR
$1K
VGTVANGUARD WORLD FD
$1K
UITBVICTORY PORTFOLIOS II
$1K
PSEPINNOVATOR ETFS TRUST
$1K
PJUNINNOVATOR ETFS TRUST
$1K
IAGGISHARES TR
$1K
AEPAMERICAN ELEC PWR CO INC
$1K
CATCATERPILLAR INC
$1K
APHAMPHENOL CORP NEW
$1K
PGPROCTER AND GAMBLE CO
$1K
DUKDUKE ENERGY CORP NEW
$1K
CGDGCAPITAL GROUP DIVIDEND GROWE
$1K
COWZPACER FDS TR
$1K
AIQGLOBAL X FDS
$1K
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