Patriot Financial Group Insurance Agency, LLC Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$840.6M
Holdings
501
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (501 positions)
| Stock | Value |
|---|---|
WBSWEBSTER FINL CORP | $1.1M |
MRKMERCK & CO INC | $1.0M |
AVEMAMERICAN CENTY ETF TR | $1.0M |
SPSMSPDR SERIES TRUST | $1.0M |
VEEVVEEVA SYS INC | $1.0M |
HIIHUNTINGTON INGALLS INDS INC | $1.0M |
DFAUDIMENSIONAL ETF TRUST | $1.0M |
VMIVALMONT INDS INC | $997K |
ETNEATON CORP PLC | $995K |
NEENEXTERA ENERGY INC | $985K |
APPAPPLOVIN CORP | $983K |
LINLINDE PLC | $970K |
LYGLLOYDS BANKING GROUP PLC | $955K |
QYLDGLOBAL X FDS | $933K |
HTABHARTFORD FDS EXCHANGE TRADED | $931K |
IONQIONQ INC | $924K |
DFAEDIMENSIONAL ETF TRUST | $922K |
KLACKLA CORP | $919K |
ALLEALLEGION PLC | $915K |
WECWEC ENERGY GROUP INC | $913K |
XBISPDR SERIES TRUST | $909K |
IUSGISHARES TR | $881K |
APDAIR PRODS & CHEMS INC | $868K |
AMTAMERICAN TOWER CORP NEW | $867K |
ESGUISHARES TR | $864K |
DWDMORGAN STANLEY | $860K |
SCHVSCHWAB STRATEGIC TR | $852K |
BABAALIBABA GROUP HLDG LTD | $827K |
UNPUNION PAC CORP | $826K |
CWSADVISORSHARES TR | $824K |
MUMICRON TECHNOLOGY INC | $798K |
SBUXSTARBUCKS CORP | $790K |
AQLTISHARES TR | $790K |
HONHONEYWELL INTL INC | $786K |
GSGOLDMAN SACHS GROUP INC | $767K |
LNCLINCOLN NATL CORP IND | $764K |
IPKWINVESCO EXCH TRADED FD TR II | $759K |
RWLINVESCO EXCH TRADED FD TR II | $758K |
VWOVANGUARD INTL EQUITY INDEX F | $757K |
WBDWARNER BROS DISCOVERY INC | $756K |
GPCGENUINE PARTS CO | $747K |
FISFIDELITY NATL INFORMATION SV | $745K |
YUMCYUM CHINA HLDGS INC | $741K |
MTBM & T BK CORP | $735K |
GCORGOLDMAN SACHS ETF TR | $733K |
SPYVSPDR SERIES TRUST | $718K |
WMGWARNER MUSIC GROUP CORP | $715K |
DFACDIMENSIONAL ETF TRUST | $713K |
AKREPROFESIONALLY MANAGED PORTFO | $713K |
RTORENTOKIL INITIAL PLC | $711K |
DIVOAMPLIFY ETF TR | $697K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $678K |
GSUSGOLDMAN SACHS ETF TR | $674K |
SRESEMPRA | $673K |
AXPAMERICAN EXPRESS CO | $667K |
PFEPFIZER INC | $667K |
ESEVERSOURCE ENERGY | $663K |
VOTVANGUARD INDEX FDS | $660K |
WELLWELLTOWER INC | $660K |
COOCOOPER COS INC | $659K |
INGRINGREDION INC | $640K |
AMGNAMGEN INC | $638K |
EWZISHARES INC | $637K |
SOXXISHARES TR | $626K |
BUFRFIRST TR EXCHNG TRADED FD VI | $624K |
IWBISHARES TR | $617K |
VRSNVERISIGN INC | $609K |
TJXTJX COS INC NEW | $607K |
FIVAFIDELITY COVINGTON TRUST | $605K |
FCXFREEPORT-MCMORAN INC | $591K |
LCTUBLACKROCK ETF TRUST | $587K |
EMBISHARES TR | $573K |
PRUPRUDENTIAL FINL INC | $570K |
BAC 7.25 PERP LBANK AMERICA CORP | $567K |
URAGLOBAL X FDS | $564K |
RKTROCKET COS INC | $563K |
SOUNSOUNDHOUND AI INC | $560K |
WFC 7.5 PERP LWELLS FARGO CO NEW | $558K |
PTLCPACER FDS TR | $556K |
TMTOYOTA MOTOR CORP | $550K |
TNGYTORTOISE CAPITAL SERIES TRUS | $550K |
SIXDAIM ETF PRODUCTS TRUST | $530K |
AMLPALPS ETF TR | $524K |
CIB1NGRUPO CIBEST SA | $523K |
DEODIAGEO PLC | $516K |
WHWYNDHAM HOTELS & RESORTS INC | $515K |
ADMARCHER DANIELS MIDLAND CO | $514K |
JXNJACKSON FINANCIAL INC | $506K |
ELVELEVANCE HEALTH INC FORMERLY | $502K |
TRVCCITIGROUP INC | $500K |
DYHTARGET CORP | $499K |
VFCV F CORP | $489K |
A4SAMERIPRISE FINL INC | $488K |
DSIISHARES TR | $487K |
CDCVICTORY PORTFOLIOS II | $486K |
NUENUCOR CORP | $485K |
LMTLOCKHEED MARTIN CORP | $483K |
SHLDGLOBAL X FDS | $482K |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $481K |
VCRBVANGUARD MALVERN FDS | $479K |