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)
| Stock | Value |
|---|---|
ESGUISHARES TR | $818K |
TRVCCITIGROUP INC | $816K |
AMTAMERICAN TOWER CORP NEW | $815K |
SCHVSCHWAB STRATEGIC TR | $812K |
APDAIR PRODS & CHEMS INC | $797K |
AQLTISHARES TR | $794K |
VWOVANGUARD INTL EQUITY INDEX F | $779K |
ALLEALLEGION PLC | $776K |
VOTVANGUARD INDEX FDS | $775K |
DWDMORGAN STANLEY | $764K |
SBUXSTARBUCKS CORP | $763K |
GPCGENUINE PARTS CO | $756K |
GCORGOLDMAN SACHS ETF TR | $724K |
UPSUNITED PARCEL SERVICE INC | $718K |
SPYVSPDR SERIES TRUST | $718K |
MTBM & T BK CORP | $718K |
ESEVERSOURCE ENERGY | $700K |
DFACDIMENSIONAL ETF TRUST | $694K |
LNCLINCOLN NATL CORP IND | $694K |
GSUSGOLDMAN SACHS ETF TR | $693K |
HIIHUNTINGTON INGALLS INDS INC | $693K |
SRESEMPRA | $690K |
SOXXISHARES TR | $687K |
IWBISHARES TR | $686K |
ITA*ISHARES TR | $682K |
RWLINVESCO EXCH TRADED FD TR II | $669K |
COFCAPITAL ONE FINL CORP | $662K |
TXNTEXAS INSTRS INC | $659K |
LYGLLOYDS BANKING GROUP PLC | $655K |
TAT&T INC | $636K |
IPKWINVESCO EXCH TRADED FD TR II | $623K |
VFCV F CORP | $612K |
EWZISHARES INC | $609K |
TLTISHARES TR | $606K |
DIVOAMPLIFY ETF TR | $605K |
INGRINGREDION INC | $604K |
RTORENTOKIL INITIAL PLC | $594K |
AXPAMERICAN EXPRESS CO | $594K |
LCTUBLACKROCK ETF TRUST | $575K |
BUFRFIRST TR EXCHNG TRADED FD VI | $571K |
TNGYTORTOISE CAPITAL SERIES TRUS | $569K |
TJXTJX COS INC NEW | $567K |
EIXEDISON INTL | $567K |
PTLCPACER FDS TR | $562K |
WMGWARNER MUSIC GROUP CORP | $554K |
EMBISHARES TR | $552K |
FIVAFIDELITY COVINGTON TRUST | $550K |
VYGRVOYAGER THERAPEUTICS INC | $547K |
FISVFISERV INC | $546K |
VRTVERTIV HOLDINGS CO | $542K |
VSCOVICTORIAS SECRET AND CO | $539K |
VRSNVERISIGN INC | $525K |
AMLPALPS ETF TR | $525K |
NEARISHARES U S ETF TR | $524K |
APRWAIM ETF PRODUCTS TRUST | $524K |
CDCVICTORY PORTFOLIOS II | $519K |
PRUPRUDENTIAL FINL INC | $518K |
CSCOCISCO SYS INC | $516K |
FANGDIAMONDBACK ENERGY INC | $513K |
BXBLACKSTONE INC | $510K |
ZROZPIMCO ETF TR | $510K |
TMTOYOTA MOTOR CORP | $505K |
FFORD MTR CO | $505K |
BUWABIO RAD LABS INC | $505K |
DELLDELL TECHNOLOGIES INC | $504K |
OXYOCCIDENTAL PETE CORP | $504K |
JXNJACKSON FINANCIAL INC | $494K |
NXPINXP SEMICONDUCTORS N V | $493K |
LMTLOCKHEED MARTIN CORP | $493K |
OKLOOKLO INC | $492K |
A4SAMERIPRISE FINL INC | $490K |
CRMSALESFORCE INC | $487K |
MUMICRON TECHNOLOGY INC | $474K |
DSIISHARES TR | $474K |
WBDWARNER BROS DISCOVERY INC | $472K |
FISFIDELITY NATL INFORMATION SV | $470K |
TLHISHARES TR | $469K |
VCRBVANGUARD MALVERN FDS | $468K |
XFEBFIRST TR EXCHNG TRADED FD VI | $468K |
HYGISHARES TR | $465K |
BRBROADRIDGE FINL SOLUTIONS IN | $465K |
AVEMAMERICAN CENTY ETF TR | $464K |
ADPAUTOMATIC DATA PROCESSING IN | $463K |
FCXFREEPORT-MCMORAN INC | $463K |
YUMCYUM CHINA HLDGS INC | $455K |
IVLUISHARES TR | $454K |
WHWYNDHAM HOTELS & RESORTS INC | $447K |
SLYGSPDR SERIES TRUST | $437K |
URAGLOBAL X FDS | $433K |
CGDGCAPITAL GROUP DIVIDEND GROWE | $432K |
SOFISOFI TECHNOLOGIES INC | $431K |
CIB1NGRUPO CIBEST SA | $430K |
XFEBFIRST TR EXCHNG TRADED FD VI | $428K |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $428K |
CFAVICTORY PORTFOLIOS II | $425K |
NUENUCOR CORP | $425K |
XLESELECT SECTOR SPDR TR | $423K |
SIXDAIM ETF PRODUCTS TRUST | $422K |
KNGFIRST TR EXCHANGE-TRADED FD | $422K |
SHLDGLOBAL X FDS | $418K |