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)

StockValue
KNGFIRST TR EXCHANGE-TRADED FD
$472K
NXPINXP SEMICONDUCTORS N V
$471K
TLHISHARES TR
$468K
HYGISHARES TR
$461K
CRKCOMSTOCK RES INC
$460K
ODFLOLD DOMINION FREIGHT LINE IN
$454K
IVLUISHARES TR
$452K
XFEBFIRST TR EXCHNG TRADED FD VI
$452K
VBKVANGUARD INDEX FDS
$449K
TLTISHARES TR
$448K
BXBLACKSTONE INC
$447K
XLESELECT SECTOR SPDR TR
$447K
COFCAPITAL ONE FINL CORP
$439K
CFAVICTORY PORTFOLIOS II
$439K
SLYGSPDR SERIES TRUST
$437K
ILDRFIRST TR EXCHNG TRADED FD VI
$434K
FBNDFIDELITY MERRIMACK STR TR
$434K
HIGHARTFORD INSURANCE GROUP INC
$426K
OKLOOKLO INC
$426K
SOFISOFI TECHNOLOGIES INC
$420K
MUBISHARES TR
$414K
XBXMXNUVEEN S&P 500 BUY-WRITE INC
$411K
ADPAUTOMATIC DATA PROCESSING IN
$408K
VYGRVOYAGER THERAPEUTICS INC
$403K
SYKSTRYKER CORPORATION
$401K
ABTABBOTT LABS
$397K
FMBFIRST TR EXCH TRADED FD III
$397K
DECWAIM ETF PRODUCTS TRUST
$395K
SUBISHARES TR
$393K
BNDXVANGUARD CHARLOTTE FDS
$391K
SIXZAIM ETF PRODUCTS TRUST
$388K
LYBLYONDELLBASELL INDUSTRIES N
$385K
IWFISHARES TR
$384K
CHWYCHEWY INC
$384K
EAGGISHARES TR
$383K
AQLTISHARES TR
$383K
TIPISHARES TR
$382K
VGLTVANGUARD SCOTTSDALE FDS
$381K
EDCONSOLIDATED EDISON INC
$379K
LOWLOWES COS INC
$378K
SUSCISHARES TR
$377K
HROWHARROW INC
$377K
KOIDKRANESHARES TRUST
$374K
XFEBFIRST TR EXCHNG TRADED FD VI
$373K
NENOBLE CORP PLC
$372K
FMXFOMENTO ECONOMICO MEXICANO S
$370K
IWRISHARES TR
$368K
CEGCONSTELLATION ENERGY CORP
$367K
SPYINEOS ETF TRUST
$366K
MOATVANECK ETF TRUST
$364K
ITOTISHARES TR
$363K
AFLAFLAC INC
$360K
APAAPA CORPORATION
$358K
PHPARKER-HANNIFIN CORP
$357K
TMUST-MOBILE US INC
$356K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$355K
SIXJAIM ETF PRODUCTS TRUST
$355K
FIXDFIRST TR EXCHNG TRADED FD VI
$354K
CSXCSX CORP
$352K
UNMUNUM GROUP
$352K
RSPINVESCO EXCHANGE TRADED FD T
$350K
RTACRENATUS TACTICAL ACQUIS
$349K
SEIESEI EXCHANGE TRADED FUNDS
$347K
ZROZPIMCO ETF TR
$344K
CEECENTRAL & EASTERN EUROPE FD
$335K
VBRVANGUARD INDEX FDS
$335K
SCHOSCHWAB STRATEGIC TR
$334K
SOLSSOLSTICE ADVANCED MATLS INC
$334K
PWRQUANTA SVCS INC
$333K
VXUSVANGUARD STAR FDS
$330K
CARRCARRIER GLOBAL CORPORATION
$330K
ESTAESTABLISHMENT LABS HLDGS INC
$329K
CSANCOSAN S A
$324K
CGGOCAPITAL GROUP GBL GROWTH EQT
$322K
MLB1MERCADOLIBRE INC
$318K
FVDFIRST TR EXCHANGE-TRADED FD
$317K
JRINUVEEN REAL ASSET INCOME & G
$311K
BIDUNBAIDU INC
$311K
EBAEBAY INC.
$309K
BBYBEST BUY INC
$308K
UPSUNITED PARCEL SERVICE INC
$308K
GOFGUGGENHEIM STRATEGIC OPPORTU
$307K
KSPIKASPI KZ JSC
$304K
PDIPIMCO DYNAMIC INCOME FD
$302K
FANGDIAMONDBACK ENERGY INC
$302K
SUNSUNOCO LP/SUNOCO FIN CORP
$297K
IEVISHARES TR
$296K
JDJD.COM INC
$296K
AIOOAIM ETF PRODUCTS TRUST
$295K
XLYSELECT SECTOR SPDR TR
$292K
DFCFDIMENSIONAL ETF TRUST
$287K
TPLTEXAS PACIFIC LAND CORPORATI
$287K
RHRH
$285K
OCTWAIM ETF PRODUCTS TRUST
$285K
SWKSTANLEY BLACK & DECKER INC
$284K
APRTAIM ETF PRODUCTS TRUST
$283K
USXFISHARES TR
$280K
CWSTCASELLA WASTE SYS INC
$280K
JPCNUVEEN PFD & INCOME OPPORTUN
$279K
OCTTAIM ETF PRODUCTS TRUST
$277K
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