Patriot Financial Group Insurance Agency, LLC Incresed Positions in Q4 2024

Patriot Financial Group Insurance Agency, LLC

  • $704 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
B
Barnes Group Inc

Industrials
11.7K
+ 2.13%
$38.58 - $47.26 $451K - $552K
560K $26.5M
TSLA
Tesla, Inc.

Consumer Cyclical
2.64K
+ 26.16%
$213.65 - $479.86 $564K - $1.27M
12.7K $5.14M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.36K
+ 23.13%
$521.84 - $558.82 $1.75M - $1.88M
17.9K $9.64M
AMZN
Amazon Com Inc

Consumer Cyclical
1.32K
+ 2.89%
$180.88 - $232.93 $239K - $307K
47K $10.3M
GVI
Ishares Tr

ETFs
13.5K
+ 105.57%
$103.89 - $107.05 $1.4M - $1.44M
26.2K $2.73M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
20.8K
+ 20.86%
$49.03 - $53.35 $1.02M - $1.11M
120K $6.16M
IAU
Ishares Gold Trust

ETFs
22.7K
+ 40.72%
$48.37 - $52.65 $1.1M - $1.2M
78.5K $3.89M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.7K
+ 15.33%
$113.92 - $127.38 $1.22M - $1.36M
80.3K $9.25M
IVV
Ishares Core S&P 500 ETF

ETFs
178
+ 0.23%
$570.51 - $610.59 $102K - $109K
76K $44.8M
CGDV
Capital Group Divid Value ETF

ETFs
28.4K
+ 145.03%
$35.16 - $37.12 $997K - $1.05M
47.9K $1.69M
GOOGL
Alphabet Inc.

Communication Services
1.71K
+ 6.59%
$161.86 - $196.66 $276K - $336K
27.6K $5.23M
AVGO
Broadcom Inc.

Technology
439
+ 3.18%
$159.67 - $250.0 $70.1K - $110K
14.2K $3.3M
BA
Boeing CO

Industrials
4K
+ 66.96%
$138.14 - $180.72 $552K - $723K
9.97K $1.76M
VUG
Vanguard Growth ETF

ETFs
1.34K
+ 11.68%
$378.79 - $428.11 $506K - $572K
12.8K $5.25M
SPYG
Spdr Portfolio

ETFs
7.6K
+ 23.7%
$81.74 - $91.38 $621K - $695K
39.7K $3.49M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
8.28K
+ 308.46%
$89.97 - $98.59 $745K - $816K
11K $1.04M
PLTR
Palantir Technologies Inc.

Technology
2.96K
+ 19.89%
$36.46 - $82.38 $108K - $243K
17.8K $1.35M
ETN
Eaton Corp PLC

Industrials
2.1K
+ 147.23%
$326.96 - $377.52 $686K - $792K
3.52K $1.17M
V
Visa Inc.

Financial Services
479
+ 3.75%
$273.87 - $320.91 $131K - $154K
13.2K $4.18M
VTI
Vanguard Total Stock Market Et

ETFs
1.5K
+ 4.66%
$280.04 - $302.45 $421K - $455K
33.8K $9.78M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.4K
+ 1.88%
$94.43 - $105.47 $132K - $147K
75.8K $7.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.32K
+ 11.37%
$176.42 - $186.91 $586K - $621K
32.5K $5.79M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11K
+ 13.78%
$71.75 - $75.11 $790K - $827K
90.9K $6.54M
FTNT
Fortinet, Inc.

Technology
1.21K
+ 5.49%
$76.49 - $99.21 $92.8K - $120K
23.3K $2.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
14.5K
+ 12.64%
$45.07 - $47.1 $656K - $685K
130K $5.86M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.22K
+ 6.79%
$442.29 - $483.08 $538K - $588K
19.1K $8.68M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
12K
+ 13.35%
$48.12 - $52.79 $576K - $632K
102K $4.91M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
4.98K
+ 22.49%
$108.6 - $115.42 $541K - $575K
27.1K $2.96M
SCHW
Schwab Charles Corp

Financial Services
245
+ 0.56%
$63.31 - $82.85 $15.5K - $20.3K
43.9K $3.25M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
360
+ 1.09%
$170.03 - $192.78 $61.2K - $69.4K
33.4K $6.17M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
336
+ 2.49%
$172.07 - $207.36 $57.8K - $69.7K
13.8K $2.74M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.3K
+ 4.7%
$53.94 - $58.15 $232K - $250K
95.8K $5.4M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
7.56K
+ 36.98%
$44.2 - $49.46 $334K - $374K
28K $1.28M
HON
Honeywell International Inc

Industrials
1.38K
+ 91.47%
$202.84 - $236.0 $281K - $327K
2.9K $654K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.53K
+ 16.65%
$96.64 - $101.23 $438K - $458K
31.7K $3.07M
NFLX
Netflix Inc

Communication Services
53
+ 3.64%
$687.65 - $936.56 $36.4K - $49.6K
1.51K $1.35M
KMX
Carmax Inc

Consumer Cyclical
2.25K
+ 8.24%
$71.11 - $87.2 $160K - $196K
29.5K $2.41M
META
Meta Platforms, Inc.

Communication Services
137
+ 1.14%
$554.08 - $632.68 $75.9K - $86.7K
12.1K $7.15M
COP
Conocophillips

Energy
3.91K
+ 24.17%
$95.12 - $114.72 $371K - $448K
20.1K $1.99M
CRM
Salesforce, Inc.

Technology
98
+ 2.34%
$270.87 - $367.87 $26.5K - $36.1K
4.28K $1.43M
BAC
Bank Of America Corp

Financial Services
819
+ 1.49%
$39.22 - $47.77 $32.1K - $39.1K
55.8K $2.45M
COST
Costco Wholesale Corp

Consumer Defensive
164
+ 4.54%
$873.59 - $994.69 $143K - $163K
3.78K $3.46M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.53K
+ 3.6%
$121.89 - $135.52 $186K - $207K
44K $5.49M
RWK
Invesco Exchange Traded Fd Tr

ETFs
2.12K
+ 37.62%
$114.67 - $126.49 $244K - $269K
7.77K $903K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
659
+ 0.48%
$66.77 - $71.52 $44K - $47.1K
139K $9.56M
BSX
Boston Scientific Corp

Healthcare
1.69K
+ 12.33%
$83.62 - $91.5 $141K - $155K
15.4K $1.38M
IVE
Ishares S&P 500 Value ETF

ETFs
4.2K
+ 4.58%
$189.5 - $206.17 $796K - $866K
96K $18.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.5K
+ 20.7%
$61.68 - $67.87 $216K - $237K
20.4K $1.27M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.65K
+ 4.28%
$104.59 - $118.05 $173K - $195K
40.3K $4.38M
Activity Summary
Buys All Purchases 279 New Holdings 39 Increased Positions 240 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 7 Puts 0
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