Patriot Financial Group Insurance Agency, LLC Incresed Positions in Q1 2025

Patriot Financial Group Insurance Agency, LLC

  • $685 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
50.9K
+ 249.88%
$57.21 - $65.8 $2.91M - $3.35M
71.3K $4.15M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
10.9K
+ 613.7%
$192.82 - $222.1 $2.1M - $2.42M
12.7K $2.44M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.18K
+ 6.15%
$442.66 - $534.52 $521K - $629K
20.3K $10.7M
IVE
Ishares S&P 500 Value ETF

ETFs
11K
+ 11.46%
$185.78 - $198.58 $2.04M - $2.18M
107K $20.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
26.2K
+ 32.68%
$102.49 - $119.96 $2.69M - $3.15M
107K $11.1M
GVI
Ishares Tr

ETFs
15.2K
+ 58.13%
$103.49 - $106.02 $1.58M - $1.62M
41.5K $4.39M
BDX
Becton Dickinson & CO

Healthcare
6.4K
+ 127.69%
$222.79 - $249.08 $1.43M - $1.59M
11.4K $2.61M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
29.3K
+ 22.6%
$44.72 - $46.25 $1.31M - $1.36M
159K $7.31M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
17.5K
+ 96.67%
$72.01 - $79.94 $1.26M - $1.4M
35.6K $2.62M
PM
Philip Morris International Inc.

Consumer Defensive
491
+ 1.71%
$117.15 - $158.79 $57.5K - $78K
29.3K $4.64M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
7.46K
+ 27.5%
$107.24 - $116.37 $800K - $868K
34.6K $4M
ELV
Elevance Health, Inc.

Healthcare
1.29K
+ 28.8%
$365.9 - $436.25 $473K - $564K
5.78K $2.5M
SPYG
Spdr Portfolio

ETFs
11.9K
+ 29.99%
$80.05 - $92.39 $952K - $1.1M
51.6K $4.13M
VEA
Vanguard Ftse Developed Market

ETFs
8.33K
+ 13.16%
$47.4 - $52.99 $395K - $441K
71.6K $3.67M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.36K
+ 28.73%
$551.42 - $612.93 $748K - $831K
6.08K $3.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.32K
+ 16.37%
$168.16 - $186.21 $895K - $991K
37.8K $6.42M
VO
Vanguard Mid Cap ETF

ETFs
2.88K
+ 15.68%
$251.87 - $277.95 $725K - $800K
21.2K $5.46M
IBB
Ishares Biotechnology ETF

ETFs
4.34K
+ 187.51%
$127.9 - $140.56 $555K - $610K
6.65K $866K
VUG
Vanguard Growth ETF

ETFs
2.85K
+ 22.32%
$369.1 - $427.61 $1.05M - $1.22M
15.6K $5.79M
MDT
Medtronic PLC

Healthcare
3.23K
+ 13.32%
$79.84 - $94.5 $258K - $305K
27.5K $2.47M
JPIE
J P Morgan Exchange Traded Fd
11.1K
+ 23.06%
$45.46 - $46.18 $503K - $511K
59K $2.72M
SCHW
Schwab Charles Corp

Financial Services
4.28K
+ 9.73%
$71.24 - $83.64 $305K - $358K
48.2K $3.77M
V
Visa Inc.

Financial Services
181
+ 1.37%
$306.92 - $362.71 $55.6K - $65.7K
13.4K $4.7M
NYF
Ishares New York Muni Bond ETF

ETFs
9.76K
+ 66.24%
$52.33 - $53.92 $511K - $526K
24.5K $1.29M
UL
Unilever PLC

Consumer Defensive
7.24K
+ 39.0%
$54.72 - $60.29 $396K - $437K
25.8K $1.54M
DFAI
Dimensional ETF Tr

ETFs
4.32K
+ 2.91%
$28.88 - $32.4 $125K - $140K
153K $4.81M
DIS
Walt Disney CO

Communication Services
6.64K
+ 37.85%
$96.87 - $114.0 $643K - $757K
24.2K $2.39M
MA
Mastercard Inc

Financial Services
660
+ 21.11%
$504.67 - $576.31 $333K - $380K
3.79K $2.08M
OEF
Ishares S&P 100 ETF

ETFs
1.52K
+ 110.48%
N/A
2.89K $769K
BNDX
Vanguard Total International B

ETFs
8.3K
+ 100.78%
$48.33 - $49.5 $401K - $411K
16.5K $807K
CVS
Cvs Health Corp

Healthcare
450
+ 2.8%
$44.22 - $68.64 $19.9K - $30.9K
16.5K $1.12M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.48K
+ 14.98%
$37.07 - $40.63 $314K - $345K
65.1K $2.57M
RTX
Raytheon Technologies Corp

Industrials
444
+ 2.21%
$114.1 - $135.66 $50.7K - $60.2K
20.6K $2.73M
META
Meta Platforms, Inc.

Communication Services
932
+ 7.69%
$576.36 - $736.67 $537K - $687K
13K $7.53M
GLDM
World Gold Trust

ETFs
5.31K
+ 98.52%
$52.19 - $61.89 $277K - $329K
10.7K $653K
CGDV
Capital Group Divid Value ETF

ETFs
10.2K
+ 21.32%
$34.95 - $37.36 $357K - $382K
58.1K $2.06M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.16K
+ 9.96%
$95.85 - $99.25 $303K - $314K
34.9K $3.44M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.13K
+ 27.47%
$283.24 - $338.07 $321K - $383K
5.25K $1.55M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.77K
+ 33.54%
$78.0 - $84.37 $372K - $402K
19K $1.5M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
12.3K
+ 9.69%
$22.46 - $23.26 $275K - $285K
139K $3.21M
EBAY
Ebay Inc

Consumer Cyclical
1.96K
+ 5.85%
$61.61 - $70.93 $121K - $139K
35.4K $2.4M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
13.4K
+ 11.13%
$48.06 - $53.73 $643K - $719K
134K $6.47M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.96K
+ 36.24%
$65.27 - $71.18 $324K - $353K
18.6K $1.22M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.4K
+ 7.98%
$33.84 - $37.77 $149K - $166K
59.5K $2.19M
WFC
Wells Fargo & Company

Financial Services
2.82K
+ 5.04%
$66.78 - $81.42 $188K - $229K
58.7K $4.21M
COST
Costco Wholesale Corp

Consumer Defensive
185
+ 4.89%
$890.62 - $1076.86 $165K - $199K
3.97K $3.75M
CHKP
Check Point Software Technologies LTD

Technology
109
+ 1.89%
$179.88 - $231.31 $19.6K - $25.2K
5.88K $1.34M
MCK
Mckesson Corp

Healthcare
135
+ 8.56%
$566.21 - $672.99 $76.4K - $90.9K
1.71K $1.15M
JWN
Nordstrom Inc

Consumer Cyclical
10K
+ 75.18%
$24.01 - $24.46 $241K - $245K
23.4K $571K
Activity Summary
Buys All Purchases 308 New Holdings 55 Increased Positions 253 Sells All Sells 170 Reductions 170 Sold out 0 Options Calls 5 Puts 0
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