Patriot Financial Group Insurance Agency, LLC Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$746K
Holdings
488
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (488 positions)
| Stock | Value |
|---|---|
AQLTISHARES TR | $800K |
ADSKAUTODESK INC | $800K |
VXUSVANGUARD STAR FDS | $799K |
DOCUDOCUSIGN INC | $791K |
EMXCISHARES INC | $788K |
CWSADVISORSHARES TR | $785K |
OEFISHARES TR | $783K |
GSKGSK PLC | $782K |
CRSPCRISPR THERAPEUTICS AG | $774K |
DFEBFIRST TR EXCHNG TRADED FD VI | $768K |
USMFWISDOMTREE TR | $759K |
UNPUNION PAC CORP | $747K |
TXNTEXAS INSTRS INC | $738K |
UPSUNITED PARCEL SERVICE INC | $729K |
SCHVSCHWAB STRATEGIC TR | $727K |
TAT&T INC | $725K |
DFAUDIMENSIONAL ETF TRUST | $724K |
SOXXISHARES TR | $714K |
EMREMERSON ELEC CO | $708K |
CGDGCAPITAL GROUP DIVIDEND GROWE | $702K |
HONHONEYWELL INTL INC | $696K |
SPSMSPDR SER TR | $687K |
HRBBLOCK H & R INC | $686K |
ILCGISHARES TR | $684K |
CGGOCAPITAL GROUP GBL GROWTH EQT | $684K |
FFLCFIDELITY COVINGTON TRUST | $683K |
LNCLINCOLN NATL CORP IND | $679K |
QBTSD-WAVE QUANTUM INC | $671K |
IUSGISHARES TR | $670K |
TFCTRUIST FINL CORP | $667K |
GLDMWORLD GOLD TR | $662K |
INTCINTEL CORP | $646K |
MTBM & T BK CORP | $645K |
NXPINXP SEMICONDUCTORS N V | $632K |
VYMVANGUARD WHITEHALL FDS | $630K |
CATCATERPILLAR INC | $629K |
ESGUISHARES TR | $627K |
DFAEDIMENSIONAL ETF TRUST | $624K |
DWDMORGAN STANLEY | $624K |
FSKFS KKR CAP CORP | $623K |
DFCFDIMENSIONAL ETF TRUST | $623K |
ESEVERSOURCE ENERGY | $622K |
PNCPNC FINL SVCS GROUP INC | $619K |
GPCGENUINE PARTS CO | $618K |
OXYOCCIDENTAL PETE CORP | $618K |
VOTVANGUARD INDEX FDS | $614K |
SPYVSPDR SER TR | $611K |
PRUPRUDENTIAL FINL INC | $595K |
DFACDIMENSIONAL ETF TRUST | $591K |
GEVGE VERNOVA INC | $588K |
QTECFIRST TR NASDAQ 100 TECH IND | $587K |
TRVCCITIGROUP INC | $582K |
LYGLLOYDS BANKING GROUP PLC | $581K |
ARTYISHARES TR | $579K |
AMLPALPS ETF TR | $579K |
GSUSGOLDMAN SACHS ETF TR | $574K |
JWNUSDNORDSTROM INC | $571K |
IWMISHARES TR | $567K |
BABAALIBABA GROUP HLDG LTD | $563K |
NVONOVO-NORDISK A S | $552K |
MUBISHARES TR | $552K |
EIXEDISON INTL | $551K |
INGRINGREDION INC | $543K |
SRESEMPRA | $541K |
JDJD.COM INC | $539K |
SIXOAIM ETF PRODUCTS TRUST | $538K |
FFORD MTR CO | $532K |
AGGYWISDOMTREE TR | $519K |
CDCVICTORY PORTFOLIOS II | $517K |
BRBROADRIDGE FINL SOLUTIONS IN | $516K |
PLDPROLOGIS INC. | $513K |
IWBISHARES TR | $513K |
RWLINVESCO EXCH TRADED FD TR II | $512K |
SEISSEI EXCHANGE TRADED FUNDS | $512K |
FCXFREEPORT-MCMORAN INC | $511K |
ADPAUTOMATIC DATA PROCESSING IN | $510K |
CSCOCISCO SYS INC | $505K |
PTLCPACER FDS TR | $505K |
FANGDIAMONDBACK ENERGY INC | $504K |
SCHOSCHWAB STRATEGIC TR | $498K |
LCTUBLACKROCK ETF TRUST | $495K |
XSOEWISDOMTREE TR | $493K |
KNGFIRST TR EXCHANGE-TRADED FD | $492K |
VTVVANGUARD INDEX FDS | $489K |
TJXTJX COS INC NEW | $484K |
A4SAMERIPRISE FINL INC | $483K |
BUFRFIRST TR EXCHNG TRADED FD VI | $481K |
FISFIDELITY NATL INFORMATION SV | $480K |
SEEMSEI EXCHANGE TRADED FUNDS | $480K |
MUMICRON TECHNOLOGY INC | $473K |
ALLEALLEGION PLC | $468K |
ACNACCENTURE PLC IRELAND | $468K |
DIVOAMPLIFY ETF TR | $467K |
GCORGOLDMAN SACHS ETF TR | $461K |
YUMCYUM CHINA HLDGS INC | $444K |
TRYBARINGS BDC INC | $444K |
AXPAMERICAN EXPRESS CO | $443K |
CARRCARRIER GLOBAL CORPORATION | $437K |
SLYGSPDR SER TR | $436K |
HIIHUNTINGTON INGALLS INDS INC | $433K |