Patriot Financial Group Insurance Agency, LLC Purchases in Q2 2025

Patriot Financial Group Insurance Agency, LLC

  • $795 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
2.65K
+ 6.82%
$354.56 - $497.45 $939K - $1.32M
41.5K $20.6M
NVDA
Nvidia Corp

Technology
6.97K
+ 7.56%
$94.31 - $157.99 $657K - $1.1M
99.2K $15.7M
IGOV
Ishares 1 3 International Trea

ETFs
114K
New
$39.53 - $43.1 $4.49M - $4.89M
114K $4.89M
IVV
Ishares Core S&P 500 ETF

ETFs
166
+ 0.23%
$498.8 - $620.9 $82.8K - $103K
73.4K $45.5M
META
Meta Platforms, Inc.

Communication Services
2.42K
+ 18.52%
$484.66 - $738.09 $1.17M - $1.78M
15.5K $11.4M
AVGO
Broadcom Inc.

Technology
5.42K
+ 35.26%
$146.29 - $275.65 $793K - $1.49M
20.8K $5.73M
IXUS
Ishares Tr

ETFs
32.9K
+ 216.09%
$62.37 - $77.63 $2.05M - $2.56M
48.2K $3.72M
AMZN
Amazon Com Inc

Consumer Cyclical
5.08K
+ 10.0%
$167.32 - $223.3 $851K - $1.14M
55.9K $12.3M
ORCL
Oracle Corp

Technology
3.96K
+ 21.12%
$122.82 - $218.63 $486K - $866K
22.7K $4.96M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.94K
+ 9.25%
$456.74 - $568.03 $884K - $1.1M
22.8K $13M
JPM
Jpmorgan Chase & CO

Financial Services
2.22K
+ 7.26%
$210.28 - $289.91 $468K - $645K
32.8K $9.52M
IVE
Ishares S&P 500 Value ETF

ETFs
5.48K
+ 5.12%
$168.34 - $195.42 $922K - $1.07M
112K $22M
GOOGL
Alphabet Inc.

Communication Services
5.86K
+ 17.23%
$144.7 - $178.6 $848K - $1.05M
39.9K $7.03M
BKNG
Booking Holdings Inc.

Consumer Cyclical
107
+ 10.99%
$4164.15 - $5789.24 $446K - $619K
1.08K $6.26M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
60.9K
New
$26.27 - $28.07 $1.6M - $1.71M
60.9K $1.71M
SPYG
Spdr Portfolio

ETFs
9.24K
+ 17.91%
$71.83 - $95.32 $663K - $880K
60.8K $5.8M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
13.1K
+ 37.99%
$107.61 - $119.09 $1.41M - $1.57M
47.7K $5.66M
HYXU
Ishares Global Ex Usd High Yie

ETFs
27.6K
New
$48.2 - $54.92 $1.33M - $1.51M
27.6K $1.5M
VTI
Vanguard Total Stock Market Et

ETFs
1.55K
+ 4.72%
$243.75 - $303.93 $377K - $470K
34.3K $10.4M
GOOG
Alphabet Inc.

Communication Services
4.52K
+ 14.89%
$146.58 - $180.01 $662K - $813K
34.9K $6.18M
VUG
Vanguard Growth ETF

ETFs
702
+ 4.49%
$329.49 - $438.4 $231K - $308K
16.3K $7.16M
IONQ
Ion Q, Inc.

Technology
30.7K
New
$20.68 - $48.04 $635K - $1.48M
30.7K $1.32M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
528
+ 1.62%
$139.8 - $197.22 $73.8K - $104K
33.2K $6.55M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.27K
+ 6.19%
$43.53 - $54.46 $360K - $451K
142K $7.73M
SCHW
Schwab Charles Corp

Financial Services
6.78K
+ 14.06%
$69.06 - $91.24 $468K - $618K
55K $5.02M
EFV
Msci Eafe Value ETF

ETFs
17.2K
+ 48.54%
$52.4 - $64.65 $900K - $1.11M
52.6K $3.34M
TSLA
Tesla, Inc.

Consumer Cyclical
1.2K
+ 8.54%
$221.86 - $362.89 $266K - $435K
15.2K $4.84M
WFC
Wells Fargo & Company

Financial Services
8.26K
+ 14.08%
$60.98 - $80.12 $504K - $662K
67K $5.36M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.04K
+ 7.33%
$141.37 - $228.57 $148K - $239K
15.3K $3.46M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
21.2K
New
$50.09 - $51.09 $1.06M - $1.08M
21.2K $1.08M
NFLX
Netflix Inc

Communication Services
305
+ 18.79%
$855.86 - $1339.13 $261K - $408K
1.93K $2.58M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.76K
+ 18.5%
$483.48 - $539.8 $1.82M - $2.03M
24.1K $11.7M
PM
Philip Morris International Inc.

Consumer Defensive
1.68K
+ 5.75%
$149.23 - $184.95 $251K - $311K
30.9K $5.64M
IEMG
Ishares Inc

ETFs
18K
+ 83.58%
N/A
39.6K $2.13M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.37K
+ 6.26%
$152.42 - $182.82 $361K - $433K
40.2K $7.35M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.84K
+ 2.67%
$90.56 - $109.49 $258K - $311K
109K $12M
PLTR
Palantir Technologies Inc.

Technology
1.55K
+ 13.26%
$74.01 - $144.25 $115K - $224K
13.2K $1.8M
DIS
Walt Disney CO

Communication Services
1.64K
+ 6.8%
$81.72 - $124.01 $134K - $204K
25.8K $3.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.84K
+ 9.59%
$51.16 - $62.02 $350K - $424K
78.2K $4.85M
VO
Vanguard Mid Cap ETF

ETFs
663
+ 3.12%
$228.54 - $279.83 $152K - $186K
21.9K $6.12M
ADI
Analog Devices Inc

Technology
1.67K
+ 26.4%
$164.6 - $238.02 $275K - $397K
7.99K $1.9M
IYW
Ishares Dj Us Tech ETF

ETFs
849
+ 5.95%
$122.57 - $173.27 $104K - $147K
15.1K $2.62M
EBAY
Ebay Inc

Consumer Cyclical
4.95K
+ 13.97%
$59.52 - $79.36 $295K - $393K
40.4K $3.01M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
746
+ 5.89%
$171.4 - $227.1 $128K - $169K
13.4K $3.04M
DGRO
Ishares Core Dividend Growth E

ETFs
2.81K
+ 1.88%
$55.22 - $63.94 $155K - $180K
152K $9.73M
BAC
Bank Of America Corp

Financial Services
5.45K
+ 9.3%
$34.39 - $47.46 $188K - $259K
64.1K $3.03M
VMI
Valmont Industries Inc

Industrials
1.56K
New
$263.86 - $333.86 $412K - $521K
1.56K $509K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.93K
+ 14.12%
$96.84 - $99.46 $477K - $490K
39.8K $3.95M
CGDV
Capital Group Divid Value ETF

ETFs
6.78K
+ 11.66%
$31.93 - $39.49 $216K - $268K
64.9K $2.56M
Activity Summary
Buys All Purchases 368 New Holdings 67 Increased Positions 301 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 5 Puts 2
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