Patriot Financial Group Insurance Agency, LLC Q2 2025 Filing
Filed July 21, 2025
Portfolio Value
$871K
Holdings
528
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (528 positions)
| Stock | Value |
|---|---|
BSVVANGUARD BD INDEX FDS | $276K |
PATHUIPATH INC | $275K |
XLYSELECT SECTOR SPDR TR | $271K |
SDYSPDR SERIES TRUST | $269K |
GNMAISHARES TR | $268K |
PDIPIMCO DYNAMIC INCOME FD | $267K |
APRTAIM ETF PRODUCTS TRUST | $267K |
ESGDISHARES TR | $267K |
ACHRARCHER AVIATION INC | $265K |
CPRICAPRI HOLDINGS LIMITED | $265K |
MTUMISHARES TR | $264K |
PSXPHILLIPS 66 | $263K |
JPCNUVEEN PFD & INCOME OPPORTUN | $261K |
IPKWINVESCO EXCH TRADED FD TR II | $260K |
CMPCOMPASS MINERALS INTL INC | $260K |
SUNSUNOCO LP/SUNOCO FIN CORP | $260K |
PANWPALO ALTO NETWORKS INC | $260K |
SWKSTANLEY BLACK & DECKER INC | $259K |
EMLPFIRST TR EXCHANGE-TRADED FD | $258K |
ESTAESTABLISHMENT LABS HLDGS INC | $257K |
SRLNSSGA ACTIVE ETF TR | $256K |
OCTTAIM ETF PRODUCTS TRUST | $256K |
SHYISHARES TR | $255K |
SPBXAIM ETF PRODUCTS TRUST | $254K |
HRLHORMEL FOODS CORP | $253K |
PAGPPLAINS GP HLDGS L P | $252K |
QLCFLEXSHARES TR | $252K |
BCATBLACKROCK CAP ALLOCATION TER | $252K |
SIVRABRDN SILVER ETF TRUST | $251K |
KKRKKR & CO INC | $251K |
WSMWILLIAMS SONOMA INC | $250K |
ILFISHARES TR | $246K |
ENRENERGIZER HLDGS INC NEW | $245K |
EMGFISHARES INC | $241K |
BNDXVANGUARD CHARLOTTE FDS | $240K |
SNAPSNAP INC | $238K |
HIGHARTFORD INSURANCE GROUP INC | $236K |
BMYBRISTOL-MYERS SQUIBB CO | $235K |
SPIPSPDR SERIES TRUST | $231K |
SCHASCHWAB STRATEGIC TR | $230K |
OTISOTIS WORLDWIDE CORP | $229K |
MMM3M CO | $228K |
AEPAMERICAN ELEC PWR CO INC | $227K |
RYLDGLOBAL X FDS | $225K |
SIMOSILICON MOTION TECHNOLOGY CO | $225K |
DFICDIMENSIONAL ETF TRUST | $224K |
DTEDTE ENERGY CO | $224K |
SPYINEOS ETF TRUST | $222K |
PTCPTC INC | $222K |
VSCOVICTORIAS SECRET AND CO | $221K |
ETHAISHARES ETHEREUM TR | $219K |
TMOTHERMO FISHER SCIENTIFIC INC | $219K |
NDMONUVEEN DYNAMIC MUN OPPORTUNI | $219K |
IGSBISHARES TR | $216K |
DHRDANAHER CORPORATION | $216K |
EDCONSOLIDATED EDISON INC | $213K |
XLSRSSGA ACTIVE TR | $212K |
MSDLMORGAN STANLEY DIRECT LENDIN | $209K |
—HCM II ACQUISITION CORP | $209K |
HDVISHARES TR | $209K |
TJULINNOVATOR ETFS TRUST | $209K |
MCGAYORKVILLE ACQUISITION CORP. | $208K |
CLCOLGATE PALMOLIVE CO | $208K |
OCTUAIM ETF PRODUCTS TRUST | $207K |
XLFSELECT SECTOR SPDR TR | $206K |
LADLITHIA MTRS INC | $206K |
GSLCGOLDMAN SACHS ETF TR | $205K |
ORLYOREILLY AUTOMOTIVE INC | $205K |
MFCMANULIFE FINL CORP | $205K |
OKEONEOK INC NEW | $205K |
TTENTOTALENERGIES SE | $205K |
FSMBFIRST TR EXCH TRADED FD III | $204K |
DFSDDIMENSIONAL ETF TRUST | $204K |
VBRVANGUARD INDEX FDS | $203K |
MARMARRIOTT INTL INC NEW | $203K |
MIGAMICROSTRATEGY INC | $200K |
TRYBARINGS BDC INC | $200K |
PRPERMIAN RESOURCES CORP | $198K |
GU9GUESS INC | $197K |
PCAPPROCAP ACQUISITION CORP | $194K |
VISNCOMMSCOPE HLDG CO INC | $177K |
ECECOPETROL S A | $175K |
CORZCORE SCIENTIFIC INC NEW | $173K |
NVGNUVEEN AMT FREE MUN CR INC F | $165K |
PGXINVESCO EXCH TRADED FD TR II | $164K |
PBRPETROLEO BRASILEIRO SA PETRO | $152K |
HN9HANESBRANDS INC | $147K |
VALEVALE S A | $146K |
PCTPURECYCLE TECHNOLOGIES INC | $140K |
AALAMERICAN AIRLS GROUP INC | $139K |
CLFCLEVELAND-CLIFFS INC NEW | $137K |
UWMCUWM HOLDINGS CORPORATION | $123K |
OVERBEYOND INC | $118K |
GSBDGOLDMAN SACHS BDC INC | $115K |
GLOCLOUGH GLOBAL OPPORTUNITIES | $109K |
BRSPBRIGHTSPIRE CAPITAL INC | $86K |
SOYSUNOPTA INC | $71K |
FTREFORTREA HLDGS INC | $69K |
PLBYPLAYBOY INC | $49K |
JBLUJETBLUE AWYS CORP | $47K |