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
COP
Conocophillips

Energy
1.22K
+ 6.09%
$88.6 - $105.85 $108K - $129K
21.3K $2.24M
NVS
Novartis Ag

Healthcare
655
+ 5.4%
$97.14 - $115.57 $63.6K - $75.7K
12.8K $1.43M
CVX
Chevron Corp

Energy
194
+ 2.06%
$146.71 - $167.97 $28.5K - $32.6K
9.63K $1.61M
VB
Vanguard Small Cap ETF

ETFs
1.56K
+ 28.13%
$217.89 - $252.64 $340K - $394K
7.11K $1.58M
AMGN
Amgen Inc

Healthcare
60
+ 1.37%
$258.59 - $327.36 $15.5K - $19.6K
4.44K $1.38M
BBDC
Barings Bdc, Inc.

Financial Services
24.2K
+ 107.59%
$9.36 - $10.78 $226K - $260K
46.6K $447K
ETR
Entergy Corp

Utilities
1.43K
+ 12.75%
$75.26 - $87.89 $108K - $126K
12.6K $1.08M
ABBV
Abb Vie Inc.

Healthcare
484
+ 12.23%
$169.2 - $216.66 $81.9K - $105K
4.44K $930K
MGV
Vanguard Mega Cap Value

ETFs
1.61K
+ 18.73%
$123.61 - $133.01 $199K - $214K
10.2K $1.3M
VZ
Verizon Communications Inc

Communication Services
1.41K
+ 4.83%
$37.81 - $46.49 $53.4K - $65.6K
30.6K $1.39M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
3.06K
+ 69.42%
$75.92 - $84.67 $233K - $259K
7.48K $571K
BK
Bank Of New York Mellon Corp

Financial Services
1.05K
+ 5.97%
$75.42 - $88.95 $79K - $93.2K
18.6K $1.56M
AMAT
Applied Materials Inc

Technology
2.78K
+ 25.1%
$145.06 - $195.51 $404K - $544K
13.9K $2.01M
JPM
Jpmorgan Chase & CO

Financial Services
114
+ 0.37%
$225.19 - $279.95 $25.7K - $31.9K
30.6K $7.51M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.61K
+ 10.95%
$27.01 - $28.54 $179K - $189K
67K $1.85M
IXUS
Ishares Tr

ETFs
1.99K
+ 15.04%
$65.06 - $72.31 $130K - $144K
15.2K $1.07M
CMCSA
Comcast Corp

Communication Services
6.81K
+ 7.16%
$33.19 - $38.23 $226K - $260K
102K $3.76M
SBUX
Starbucks Corp

Consumer Cyclical
666
+ 3.48%
$91.75 - $115.81 $61.1K - $77.1K
19.8K $1.93M
ADSK
Autodesk, Inc.

Technology
757
+ 32.9%
N/A
3.06K $751K
SNY
Sanofi

Healthcare
232
+ 0.97%
$48.15 - $59.42 $11.2K - $13.8K
24.1K $1.34M
QBTS
D Wave Quantum Inc.

Technology
30.3K
+ 52.09%
$3.83 - $11.18 $116K - $338K
88.4K $669K
UNH
Unitedhealth Group Inc

Healthcare
211
+ 6.0%
$461.52 - $548.18 $97.4K - $116K
3.73K $1.95M
NFLX
Netflix Inc

Communication Services
113
+ 7.48%
$828.4 - $1058.6 $93.6K - $120K
1.62K $1.51M
AMT
American Tower Corp

Real Estate
40
+ 0.88%
$173.46 - $217.6 $6.94K - $8.7K
4.57K $994K
IWB
Ishares Tr Russell 1000 ETF

ETFs
594
+ 54.95%
$302.31 - $337.54 $180K - $200K
1.68K $510K
GD
General Dynamics Corp

Industrials
461
+ 12.12%
$241.94 - $272.58 $112K - $126K
4.27K $1.16M
ENB
Enbridge Inc

Energy
1.79K
+ 4.51%
$41.54 - $45.45 $74.4K - $81.4K
41.5K $1.84M
FISV
Fiserv Inc

Technology
1.22K
+ 22.35%
N/A
6.67K $835K
HRB
H&R Block Inc

Consumer Cyclical
2.33K
+ 22.87%
$49.96 - $55.97 $116K - $130K
12.5K $686K
DOCU
Docusign, Inc.

Technology
2.52K
+ 34.95%
$74.7 - $97.7 $188K - $246K
9.72K $791K
JD
Jd.Com, Inc.

Consumer Cyclical
1.69K
+ 14.77%
$33.1 - $45.21 $55.9K - $76.4K
13.1K $539K
WEC
Wec Energy Group, Inc.

Utilities
238
+ 3.26%
$92.12 - $108.98 $21.9K - $25.9K
7.53K $820K
ACN
Accenture PLC

Technology
535
+ 55.44%
$300.91 - $398.25 $161K - $213K
1.5K $468K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.68K
+ 5.44%
$66.3 - $74.17 $111K - $124K
32.5K $2.23M
CSCO
Cisco Systems, Inc.

Technology
1.56K
+ 23.58%
$58.74 - $64.87 $91.8K - $101K
8.19K $505K
MU
Micron Technology Inc

Technology
1.17K
+ 35.65%
$86.89 - $109.38 $102K - $128K
4.46K $387K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.66K
+ 23.02%
$39.61 - $42.65 $105K - $113K
14.2K $572K
VEU
Vanguard Ftse All World Ex Us

ETFs
853
+ 6.29%
$56.51 - $62.98 $48.2K - $53.7K
14.4K $879K
VRSN
Verisign Inc

Technology
120
+ 8.4%
$205.1 - $254.74 $24.6K - $30.6K
1.55K $393K
EMB
Ishares Tr

ETFs
1.02K
+ 27.6%
$88.64 - $92.03 $90.5K - $94K
4.72K $426K
ECL
Ecolab Inc.

Basic Materials
272
+ 19.84%
$229.72 - $269.82 $62.5K - $73.4K
1.64K $416K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.09K
+ 25.8%
$76.94 - $78.28 $83.7K - $85.2K
5.31K $415K
XLE
Energy Sector Spdr

ETFs
213
+ 2.46%
$85.7 - $93.96 $18.3K - $20K
8.89K $821K
CGUS
Capital Group Core Equity ETF
3.45K
+ 15.33%
$33.08 - $36.62 $114K - $126K
25.9K $862K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
855
+ 11.14%
$42.3 - $53.69 $36.2K - $45.9K
8.53K $444K
LLY
Eli Lilly & CO

Healthcare
14
+ 1.21%
$725.72 - $929.72 $10.2K - $13K
1.17K $968K
QQQ
Invesco Qqq Trust, Series 1

ETFs
476
+ 13.4%
$468.34 - $539.52 $223K - $257K
4.03K $1.89M
LNG
Cheniere Energy, Inc.

Energy
225
+ 18.25%
$209.32 - $253.66 $47.1K - $57.1K
1.46K $337K
C
Citigroup Inc

Financial Services
950
+ 13.1%
$67.23 - $84.63 $63.9K - $80.4K
8.2K $582K
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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