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)

StockValue
IGMISHARES TR
$430K
WHWYNDHAM HOTELS & RESORTS INC
$429K
IEVISHARES TR
$428K
EMBISHARES TR
$427K
LOWLOWES COS INC
$426K
XLGINVESCO EXCHANGE TRADED FD T
$424K
RGTIRIGETTI COMPUTING INC
$423K
CGMUCAPITAL GRP FIXED INCM ETF T
$423K
BXBLACKSTONE INC
$423K
NCLHNORWEGIAN CRUISE LINE HLDG L
$422K
VFCV F CORP
$420K
WMGWARNER MUSIC GROUP CORP
$417K
ECLECOLAB INC
$416K
BSVVANGUARD BD INDEX FDS
$415K
LMTLOCKHEED MARTIN CORP
$411K
DSIISHARES TR
$408K
CSXCSX CORP
$408K
FIXDFIRST TR EXCHNG TRADED FD VI
$401K
BMBLBUMBLE INC
$396K
CFAVICTORY PORTFOLIOS II
$394K
USXFISHARES TR
$394K
VRSNVERISIGN INC
$393K
FMBFIRST TR EXCH TRADED FD III
$392K
SOUNSOUNDHOUND AI INC
$387K
UNMUNUM GROUP
$379K
TIPISHARES TR
$377K
FDNFIRST TR EXCHANGE-TRADED FD
$373K
VYGRVOYAGER THERAPEUTICS INC
$372K
COFCAPITAL ONE FINL CORP
$372K
EPDENTERPRISE PRODS PARTNERS L
$367K
GSBDGOLDMAN SACHS BDC INC
$366K
AFLAFLAC INC
$362K
IWRISHARES TR
$361K
XBXMXNUVEEN S&P 500 BUY-WRITE INC
$359K
ZBRAZEBRA TECHNOLOGIES CORPORATI
$357K
RSPINVESCO EXCHANGE TRADED FD T
$355K
ESGEISHARES INC
$355K
IVLUISHARES TR
$352K
SUBISHARES TR
$352K
ITA*ISHARES TR
$351K
NNENANO NUCLEAR ENERGY INC
$347K
USBUS BANCORP DEL
$344K
EAGGISHARES TR
$343K
VTIPVANGUARD MALVERN FDS
$341K
LNGCHENIERE ENERGY INC
$337K
AQLTISHARES TR
$337K
NEENEXTERA ENERGY INC
$335K
FVDFIRST TR VALUE LINE DIVID IN
$335K
GSIEGOLDMAN SACHS ETF TR
$335K
ITOTISHARES TR
$329K
CWSTCASELLA WASTE SYS INC
$329K
RTORENTOKIL INITIAL PLC
$328K
SCHMSCHWAB STRATEGIC TR
$327K
JXNJACKSON FINANCIAL INC
$326K
BMYBRISTOL-MYERS SQUIBB CO
$323K
ENRENERGIZER HLDGS INC NEW
$322K
SUSCISHARES TR
$322K
MOATVANECK ETF TRUST
$321K
IWFISHARES TR
$318K
ABTABBOTT LABS
$311K
SNAPSNAP INC
$310K
CPRICAPRI HOLDINGS LIMITED
$306K
GOFGUGGENHEIM STRATEGIC OPPORTU
$304K
VGITVANGUARD SCOTTSDALE FDS
$302K
ARCCARES CAPITAL CORP
$299K
METMETLIFE INC
$299K
JRINUVEEN REAL ASSET INCOME & G
$295K
HEFAISHARES TR
$294K
SWKSTANLEY BLACK & DECKER INC
$291K
XLYSELECT SECTOR SPDR TR
$290K
SUNSUNOCO LP/SUNOCO FIN CORP
$289K
SCHASCHWAB STRATEGIC TR
$283K
PDIPIMCO DYNAMIC INCOME FD
$283K
CCOCAMECO CORP
$283K
DELLDELL TECHNOLOGIES INC
$283K
PHBINVESCO EXCH TRADED FD TR II
$278K
BUWABIO RAD LABS INC
$278K
WTVWISDOMTREE TR
$274K
TLHISHARES TR
$273K
CLCOLGATE PALMOLIVE CO
$272K
SDYSPDR SER TR
$268K
JPCNUVEEN PFD & INCOME OPPORTUN
$264K
CEGCONSTELLATION ENERGY CORP
$264K
BMTABRITISH AMERN TOB PLC
$261K
PSXPHILLIPS 66
$258K
EMLPFIRST TR EXCHANGE-TRADED FD
$258K
ABXBARRICK GOLD CORP
$256K
HRLHORMEL FOODS CORP
$256K
CRLCHARLES RIV LABS INTL INC
$256K
SRLNSSGA ACTIVE ETF TR
$256K
GNMAISHARES TR
$255K
SYKSTRYKER CORPORATION
$255K
VRTVERTIV HOLDINGS CO
$254K
PAGPPLAINS GP HLDGS L P
$252K
WBDWARNER BROS DISCOVERY INC
$251K
RYLDGLOBAL X FDS
$246K
NKENIKE INC
$246K
OTISOTIS WORLDWIDE CORP
$245K
CITCINTAS CORP
$244K
OKEONEOK INC NEW
$244K
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