Patriot Financial Group Insurance Agency, LLC Incresed Positions in Q3 2024

Patriot Financial Group Insurance Agency, LLC

  • $720 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
51.6K
+ 182.7%
$71.45 - $75.64 $3.69M - $3.91M
79.9K $6M
IVV
Ishares Core S&P 500 ETF

ETFs
498
+ 0.66%
$520.18 - $576.82 $259K - $287K
75.9K $43.8M
DGRO
Ishares Core Dividend Growth E

ETFs
24.3K
+ 18.36%
$57.47 - $62.76 $1.4M - $1.53M
157K $9.83M
IVE
Ishares S&P 500 Value ETF

ETFs
3.04K
+ 3.42%
$181.06 - $197.17 $550K - $599K
91.8K $18.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
15.2K
+ 25.55%
$84.77 - $97.13 $1.28M - $1.47M
74.5K $7.13M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
30K
+ 35.19%
$44.83 - $47.42 $1.34M - $1.42M
115K $5.42M
B
Barnes Group Inc

Industrials
47.8K
+ 9.56%
$34.65 - $44.88 $1.66M - $2.15M
548K $22.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
863
+ 5.06%
$405.19 - $478.57 $350K - $413K
17.9K $8.25M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.53K
+ 11.81%
$475.2 - $527.7 $729K - $809K
14.5K $7.66M
JPIE
J P Morgan Exchange Traded Fd
24.3K
+ 122.03%
$45.17 - $46.39 $1.1M - $1.13M
44.3K $2.05M
JHMM
John Hancock Multifactor Mid C

ETFs
7.08K
+ 5.14%
$54.25 - $60.2 $384K - $426K
145K $8.72M
EFV
Msci Eafe Value ETF

ETFs
15K
+ 74.47%
$51.72 - $57.96 $776K - $869K
35.1K $2.02M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.97K
+ 2.91%
$105.53 - $118.34 $208K - $233K
69.6K $8.14M
PVAL
Putnam ETF Tr Putnam Focused L
16.8K
+ 13.01%
$35.03 - $37.94 $587K - $636K
146K $5.52M
JPM
Jpmorgan Chase & CO

Financial Services
2.83K
+ 10.39%
$194.9 - $224.8 $552K - $636K
30.1K $6.34M
PM
Philip Morris International Inc.

Consumer Defensive
2.24K
+ 9.12%
$101.25 - $127.45 $227K - $285K
26.8K $3.25M
WMT
Walmart Inc.

Consumer Defensive
816
+ 1.53%
$66.91 - $81.4 $54.6K - $66.4K
54.3K $4.38M
EBAY
Ebay Inc

Consumer Cyclical
7.31K
+ 29.47%
$52.61 - $65.44 $384K - $478K
32.1K $2.09M
NEM
Newmont Corp

Basic Materials
5.53K
+ 14.33%
$41.65 - $55.85 $230K - $309K
44.2K $2.36M
GVI
Ishares Tr

ETFs
6.58K
+ 106.66%
$103.17 - $107.43 $679K - $707K
12.8K $1.37M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.21K
+ 8.99%
$44.24 - $49.47 $363K - $406K
99.5K $4.92M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.11K
+ 7.79%
$162.64 - $179.3 $343K - $379K
29.2K $5.23M
FTNT
Fortinet, Inc.

Technology
3.41K
+ 18.29%
$55.39 - $77.55 $189K - $265K
22.1K $1.71M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.06K
+ 2.55%
$111.9 - $124.28 $118K - $131K
42.4K $5.24M
VTI
Vanguard Total Stock Market Et

ETFs
79
+ 0.25%
$255.18 - $283.2 $20.2K - $22.4K
32.3K $9.13M
PEP
Pepsico Inc

Consumer Defensive
2.71K
+ 24.17%
$161.9 - $179.3 $439K - $486K
13.9K $2.37M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
15.6K
+ 30.19%
$28.1 - $29.89 $438K - $466K
67.2K $2.01M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.06K
+ 2.83%
$95.81 - $109.03 $102K - $116K
38.7K $4.16M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
10.7K
+ 246.1%
$44.66 - $49.15 $479K - $527K
15.1K $710K
UITB
Usaa ETF Tr Core Intermediate

ETFs
4.84K
+ 3.52%
$45.71 - $48.29 $221K - $234K
142K $6.82M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.57K
+ 13.11%
$104.5 - $114.97 $268K - $295K
22.2K $2.54M
INTC
Intel Corp

Technology
26.5K
+ 143.08%
$18.9 - $34.87 $500K - $923K
45K $1.05M
IAU
Ishares Gold Trust

ETFs
3.54K
+ 6.78%
$44.06 - $50.5 $156K - $179K
55.8K $2.77M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.47K
+ 11.55%
$49.7 - $56.11 $471K - $531K
91.5K $5.02M
VO
Vanguard Mid Cap ETF

ETFs
339
+ 1.92%
$237.84 - $263.83 $80.6K - $89.4K
18K $4.75M
CMCSA
Comcast Corp

Communication Services
5.89K
+ 6.81%
$37.33 - $41.78 $220K - $246K
92.4K $3.86M
RTX
Raytheon Technologies Corp

Industrials
200
+ 0.99%
$99.55 - $123.34 $19.9K - $24.7K
20.3K $2.46M
BKNG
Booking Holdings Inc.

Consumer Cyclical
52
+ 5.87%
$3305.62 - $4268.05 $172K - $222K
938 $3.95M
VUG
Vanguard Growth ETF

ETFs
809
+ 7.61%
$341.08 - $391.94 $276K - $317K
11.4K $4.39M
SBUX
Starbucks Corp

Consumer Cyclical
660
+ 3.7%
$72.51 - $98.6 $47.9K - $65.1K
18.5K $1.81M
MDT
Medtronic PLC

Healthcare
1.88K
+ 8.85%
$76.84 - $91.03 $144K - $171K
23.1K $2.08M
FLMI
Franklin Dynamic Municipal Bon

ETFs
12.3K
+ 8.18%
$24.32 - $25.01 $300K - $308K
163K $4.08M
CGGO
Capital Group Global Growth Eq

ETFs
12.9K
+ 186.24%
$27.25 - $30.52 $351K - $393K
19.8K $597K
AMD
Advanced Micro Devices Inc

Technology
2.24K
+ 19.31%
$128.67 - $183.96 $288K - $411K
13.8K $2.27M
XOM
Exxon Mobil Corp

Energy
2.69K
+ 8.04%
$109.72 - $119.0 $296K - $321K
36.2K $4.24M
AMT
American Tower Corp

Real Estate
1.07K
+ 32.19%
$192.27 - $242.73 $206K - $260K
4.4K $1.02M
FVAL
Fidelity Covington Tr Value Fa

ETFs
3.57K
+ 6.94%
$55.27 - $60.6 $197K - $216K
55K $3.33M
KMX
Carmax Inc

Consumer Cyclical
3.53K
+ 14.86%
$71.21 - $85.78 $251K - $302K
27.3K $2.11M
COP
Conocophillips

Energy
4.49K
+ 38.45%
$102.3 - $116.61 $459K - $523K
16.2K $1.7M
Activity Summary
Buys All Purchases 293 New Holdings 45 Increased Positions 248 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 5 Puts 1
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