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
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
11.5K
+ 34.8%
$27.17 - $28.74 $312K - $330K
44.4K $1.28M
NFLX
Netflix Inc

Communication Services
442
+ 43.55%
$598.55 - $722.26 $265K - $319K
1.46K $1.03M
CGDV
Capital Group Divid Value ETF

ETFs
8.36K
+ 74.66%
$32.96 - $36.48 $275K - $305K
19.5K $712K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.15K
+ 47.07%
$56.04 - $62.99 $289K - $324K
16.1K $983K
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.06K
+ 2.07%
$37.37 - $41.82 $77.1K - $86.3K
102K $4.22M
DFAI
Dimensional ETF Tr

ETFs
230
+ 0.16%
$28.69 - $32.06 $6.6K - $7.37K
145K $4.62M
HTAB
Hartford Fds Exchange Traded

ETFs
12.4K
+ 9.85%
$19.24 - $19.9 $239K - $247K
138K $2.74M
BK
Bank Of New York Mellon Corp

Financial Services
1.6K
+ 10.58%
$59.54 - $72.17 $95K - $115K
16.7K $1.2M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2.67K
+ 3.41%
$42.87 - $45.76 $114K - $122K
80.8K $3.66M
UL
Unilever PLC

Consumer Defensive
2.26K
+ 15.98%
$54.7 - $65.59 $123K - $148K
16.4K $1.06M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.73K
+ 6.81%
$96.25 - $101.98 $167K - $177K
27.2K $2.75M
EMR
Emerson Electric CO

Industrials
2.6K
+ 62.28%
$98.19 - $118.87 $255K - $309K
6.77K $740K
DEO
Diageo PLC

Consumer Defensive
1.41K
+ 24.61%
$120.02 - $140.77 $169K - $198K
7.11K $998K
SNY
Sanofi

Healthcare
1.74K
+ 9.01%
$48.54 - $58.53 $84.3K - $102K
21K $1.21M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.53K
+ 12.16%
$39.47 - $49.4 $139K - $175K
32.6K $1.55M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
2.97K
+ 2.2%
$29.08 - $31.84 $86.3K - $94.5K
138K $4.36M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
959
+ 2.99%
$152.9 - $180.39 $147K - $173K
33K $5.76M
XLK
Technology Sector Spdr

ETFs
1.18K
+ 16.27%
$197.34 - $237.68 $232K - $280K
8.41K $1.9M
CRM
Salesforce, Inc.

Technology
738
+ 21.42%
$238.42 - $276.53 $176K - $204K
4.18K $1.14M
IEFA
Ishares Tr

ETFs
907
+ 2.64%
$70.09 - $78.74 $63.6K - $71.4K
35.3K $2.75M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.49K
+ 8.49%
$77.02 - $85.06 $114K - $126K
19K $1.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.29K
+ 2.44%
$36.02 - $41.68 $46.5K - $53.8K
54.1K $2.23M
SPY
Spdr S&P 500 ETF Trust

ETFs
185
+ 3.99%
$517.38 - $573.86 $95.7K - $106K
4.82K $2.76M
VB
Vanguard Small Cap ETF

ETFs
645
+ 14.31%
$214.77 - $237.72 $139K - $153K
5.15K $1.22M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.64K
+ 4.63%
$45.2 - $47.87 $119K - $126K
59.7K $2.84M
VEA
Vanguard Ftse Developed Market

ETFs
205
+ 0.31%
$47.6 - $53.31 $9.76K - $10.9K
65.9K $3.48M
NVS
Novartis Ag

Healthcare
1.3K
+ 13.74%
$106.13 - $120.89 $138K - $157K
10.7K $1.24M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.37K
+ 39.89%
$73.43 - $80.37 $174K - $190K
8.31K $667K
EIX
Edison International

Utilities
887
+ 9.07%
$71.19 - $87.72 $63.1K - $77.8K
10.7K $928K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.01K
+ 17.8%
$75.88 - $83.21 $153K - $167K
13.3K $1.11M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
706
+ 2.35%
$57.69 - $64.56 $40.7K - $45.6K
30.8K $1.97M
ENB
Enbridge Inc

Energy
834
+ 2.23%
$35.27 - $41.18 $29.4K - $34.3K
38.3K $1.55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
394
+ 13.39%
$434.77 - $502.96 $171K - $198K
3.34K $1.63M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
4.41K
+ 24.25%
$41.93 - $44.13 $185K - $195K
22.6K $996K
OMC
Omnicom Group Inc.

Communication Services
804
+ 8.29%
$87.69 - $103.9 $70.5K - $83.5K
10.5K $1.09M
BLK
Black Rock Inc.

Financial Services
29
+ 2.52%
$782.27 - $949.51 $22.7K - $27.5K
1.18K $1.12M
BSX
Boston Scientific Corp

Healthcare
1.45K
+ 11.77%
$72.96 - $84.0 $105K - $121K
13.7K $1.15M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
1.4K
+ 9.06%
$68.79 - $76.02 $96.1K - $106K
16.8K $1.28M
PJUL
Innovator U.S. Equity Power Bu

ETFs
3.56K
+ 11.05%
$37.89 - $40.48 $135K - $144K
35.8K $1.45M
VEEV
Veeva Systems Inc

Healthcare
48
+ 0.7%
$180.43 - $223.9 $8.66K - $10.7K
6.92K $1.45M
PAUG
Innovator U.S. Equity Power Bu

ETFs
3.77K
+ 10.59%
$35.57 - $37.86 $134K - $143K
39.4K $1.49M
ETR
Entergy Corp

Utilities
553
+ 11.58%
$104.75 - $131.61 $57.9K - $72.8K
5.33K $701K
SPYG
Spdr Portfolio

ETFs
1.24K
+ 4.01%
$73.38 - $84.1 $90.7K - $104K
32.1K $2.66M
MCD
Mcdonalds Corp

Consumer Cyclical
27
+ 0.8%
$245.82 - $304.51 $6.64K - $8.22K
3.38K $1.03M
MO
Altria Group, Inc.

Consumer Defensive
7
+ 0.02%
$45.95 - $54.71 $322 - $383
30.7K $1.57M
URI
United Rentals, Inc.

Industrials
71
+ 10.41%
$627.41 - $814.1 $44.5K - $57.8K
753 $609K
COST
Costco Wholesale Corp

Consumer Defensive
41
+ 1.15%
$801.83 - $917.05 $32.9K - $37.6K
3.62K $3.21M
ES
Eversource Energy

Utilities
918
+ 10.05%
$56.52 - $68.38 $51.9K - $62.8K
10K $683K
LAMR
Lamar Advertising CO

Real Estate
526
+ 7.97%
$110.9 - $135.58 $58.3K - $71.3K
7.13K $952K
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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