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
RGTI
Rigetti Computing, Inc.

Technology
24.8K
+ 46.42%
$7.5 - $14.29 $186K - $355K
78.3K $928K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
10K
+ 24.18%
$46.77 - $47.89 $468K - $479K
51.4K $2.44M
BK
Bank Of New York Mellon Corp

Financial Services
3.71K
+ 19.94%
$73.31 - $91.62 $272K - $340K
22.3K $2.03M
XLG
Invesco Exchange Traded Fd Tr

ETFs
7.96K
+ 86.19%
$40.94 - $52.1 $326K - $414K
17.2K $895K
COST
Costco Wholesale Corp

Consumer Defensive
299
+ 7.54%
$908.13 - $1056.85 $272K - $316K
4.26K $4.22M
NVS
Novartis Ag

Healthcare
2.83K
+ 22.14%
$101.96 - $121.01 $289K - $343K
15.6K $1.89M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
3.1K
+ 8.69%
$65.41 - $79.66 $203K - $247K
38.7K $3.09M
TM
Toyota Motor Corp

Consumer Cyclical
2.64K
New
$158.63 - $195.39 $419K - $516K
2.64K $455K
W
Wayfair Inc.

Consumer Cyclical
8.83K
New
$24.14 - $51.22 $213K - $452K
8.83K $451K
GE
General Electric CO

Industrials
245
+ 3.62%
$166.81 - $257.39 $40.9K - $63.1K
7.01K $1.8M
BMBL
Bumble Inc.

Technology
36.6K
+ 40.11%
$3.65 - $6.59 $134K - $241K
128K $842K
GD
General Dynamics Corp

Industrials
1.18K
+ 27.75%
$247.68 - $291.66 $293K - $345K
5.45K $1.59M
FLR
Fluor Corp

Industrials
8.2K
New
$30.86 - $51.42 $253K - $422K
8.2K $420K
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.82K
+ 4.25%
$51.14 - $57.0 $349K - $388K
167K $9.49M
UL
Unilever PLC

Consumer Defensive
6.06K
+ 23.47%
$57.9 - $65.43 $351K - $396K
31.9K $1.95M
VGLT
Vanguard Long Term Treasury Et

ETFs
7.36K
New
$53.66 - $58.71 $395K - $432K
7.36K $412K
RTX
Raytheon Technologies Corp

Industrials
900
+ 4.37%
$113.75 - $148.48 $102K - $134K
21.5K $3.14M
TFC
Truist Financial Corp

Financial Services
8.46K
+ 52.14%
$34.79 - $42.99 $294K - $364K
24.7K $1.06M
QQQ
Invesco Qqq Trust, Series 1

ETFs
99
+ 2.46%
$416.06 - $551.64 $41.2K - $54.6K
4.13K $2.28M
SOUN
Soundhound Ai, Inc.

Technology
26.1K
+ 54.77%
$7.18 - $11.76 $187K - $307K
73.8K $791K
COF
Capital One Financial Corp

Financial Services
1.48K
+ 70.96%
$150.57 - $212.76 $222K - $314K
3.56K $756K
VEEV
Veeva Systems Inc

Healthcare
34
+ 0.52%
$209.39 - $289.94 $7.12K - $9.86K
6.54K $1.88M
ASML
Asml Holding Nv

Technology
462
New
$595.37 - $815.24 $275K - $377K
462 $370K
MCK
Mckesson Corp

Healthcare
360
+ 21.02%
$652.83 - $732.78 $235K - $264K
2.07K $1.52M
CMCSA
Comcast Corp

Communication Services
13.5K
+ 13.28%
$32.84 - $36.72 $444K - $497K
115K $4.12M
IAU
Ishares Gold Trust

ETFs
1.47K
+ 1.91%
$56.1 - $64.74 $82.5K - $95.2K
78.5K $4.9M
CRSP
Crispr Therapeutics Ag

Healthcare
450
+ 1.98%
$31.27 - $48.64 $14.1K - $21.9K
23.2K $1.13M
MDT
Medtronic PLC

Healthcare
4.89K
+ 17.78%
$80.68 - $88.86 $394K - $434K
32.4K $2.82M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
6.61K
New
$41.45 - $54.46 $274K - $360K
6.61K $344K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.92K
+ 4.9%
$32.66 - $40.75 $95.3K - $119K
62.5K $2.53M
SMIN
Ishares Msci India Small Cap I

ETFs
649
+ 1.98%
$64.64 - $77.18 $42K - $50.1K
33.4K $2.57M
RKT
Rocket Companies, Inc.

Financial Services
24K
New
$11.11 - $15.4 $267K - $370K
24K $340K
AFRM
Affirm Holdings, Inc.

Technology
4.88K
New
$35.75 - $69.14 $174K - $337K
4.88K $337K
CMA
Comerica Inc

Financial Services
5.65K
New
$50.42 - $59.65 $285K - $337K
5.65K $337K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.9K
+ 15.27%
$71.28 - $83.74 $207K - $243K
21.9K $1.83M
IEFA
Ishares Tr

ETFs
1.52K
+ 5.34%
$67.83 - $84.09 $103K - $128K
30K $2.51M
FDVV
Fidelity High Dividend ETF

ETFs
1.62K
+ 1.96%
$43.6 - $52.02 $70.7K - $84.3K
84.5K $4.4M
CRDO
Credo Technology Group Holding LTD

Technology
3.48K
New
$33.3 - $95.05 $116K - $330K
3.48K $321K
NYF
Ishares New York Muni Bond ETF

ETFs
6.31K
+ 25.77%
$51.29 - $53.06 $324K - $335K
30.8K $1.61M
VAL
Valaris LTD

Energy
7.33K
New
$28.94 - $46.88 $212K - $344K
7.33K $308K
SOFI
So Fi Technologies, Inc.

Financial Services
16.8K
New
$9.5 - $18.21 $159K - $306K
16.8K $305K
URI
United Rentals, Inc.

Industrials
252
+ 27.6%
$551.94 - $753.4 $139K - $190K
1.17K $877K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.09K
+ 2.85%
$103.88 - $123.68 $113K - $134K
39.2K $4.84M
FTDR
Frontdoor, Inc.

Consumer Cyclical
5.08K
New
$37.35 - $59.68 $190K - $303K
5.08K $299K
RWK
Invesco Exchange Traded Fd Tr

ETFs
1.86K
+ 22.33%
$94.8 - $117.22 $177K - $218K
10.2K $1.19M
MRVL
Marvell Technology, Inc.

Technology
3.8K
New
$49.38 - $79.97 $188K - $304K
3.8K $294K
JPIE
J P Morgan Exchange Traded Fd
5.87K
+ 9.94%
$45.12 - $46.32 $265K - $272K
64.9K $3M
VGT
Vanguard Information Technolog

ETFs
187
+ 13.69%
$470.37 - $663.28 $88K - $124K
1.55K $1.03M
NXPI
Nxp Semiconductors N.V.

Technology
877
+ 26.35%
$153.5 - $218.72 $135K - $192K
4.21K $918K
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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