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
ADI
Analog Devices Inc

Technology
670
+ 14.93%
$200.56 - $243.33 $134K - $163K
5.16K $1.19M
GD
General Dynamics Corp

Industrials
416
+ 13.8%
$279.51 - $308.09 $116K - $128K
3.43K $1.04M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
1.17K
+ 6.06%
$39.15 - $46.02 $45.8K - $53.8K
20.5K $934K
CHKP
Check Point Software Technologies LTD

Technology
66
+ 1.24%
$165.0 - $195.47 $10.9K - $12.9K
5.4K $1.04M
UNP
Union Pacific Corp

Industrials
399
+ 13.82%
$221.78 - $256.09 $88.5K - $102K
3.29K $809K
HUBS
Hubspot Inc

Technology
333
+ 83.04%
$450.09 - $592.58 $150K - $197K
734 $390K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
658
+ 1.29%
$33.74 - $37.96 $22.2K - $25K
51.6K $1.94M
DUK
Duke Energy Corp

Utilities
187
+ 2.25%
$99.35 - $117.71 $18.6K - $22K
8.5K $979K
KO
Coca Cola CO

Consumer Defensive
392
+ 2.72%
$62.69 - $73.01 $24.6K - $28.6K
14.8K $1.06M
IEV
Ishares Tr Europe ETF

ETFs
2.05K
+ 34.61%
$53.25 - $58.78 $109K - $120K
7.97K $464K
IXUS
Ishares Tr

ETFs
983
+ 8.73%
$64.9 - $73.35 $63.8K - $72.1K
12.2K $888K
BDX
Becton Dickinson & CO

Healthcare
391
+ 9.07%
$221.47 - $242.41 $86.6K - $94.8K
4.7K $1.13M
FVD
First Tr Value Line Divid Inde

ETFs
41
+ 0.16%
$40.45 - $45.49 $1.66K - $1.87K
25.7K $1.17M
AVGO
Broadcom Inc.

Technology
12.4K
+ 881.45%
$136.27 - $1745.86 $1.69M - $21.7M
13.8K $2.38M
PNC
Pnc Financial Services Group, Inc.

Financial Services
105
+ 3.01%
$156.14 - $187.2 $16.4K - $19.7K
3.6K $665K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
2.24K
+ 22.15%
$42.76 - $45.16 $95.6K - $101K
12.3K $551K
MTB
M&T Bank Corp

Financial Services
50
+ 1.23%
$146.49 - $179.85 $7.32K - $8.99K
4.11K $731K
CGUS
Capital Group Core Equity ETF
2.2K
+ 10.82%
$31.19 - $34.33 $68.5K - $75.4K
22.5K $771K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
2.42K
+ 35.84%
$36.53 - $40.04 $88.3K - $96.7K
9.16K $366K
MMM
3 M CO

Industrials
12
+ 0.39%
$99.69 - $139.42 $1.2K - $1.67K
3.08K $421K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
336
+ 2.43%
$60.13 - $68.17 $20.2K - $22.9K
14.2K $960K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.46K
+ 3.66%
$47.7 - $48.54 $69.8K - $71.1K
41.5K $2.02M
PLD
Prologis, Inc.

Real Estate
345
+ 8.27%
$111.95 - $132.43 $38.6K - $45.7K
4.52K $570K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
639
+ 3.93%
$57.32 - $62.65 $36.6K - $40K
16.9K $1.05M
LYG
Lloyds Banking Group PLC

Financial Services
12.8K
+ 9.48%
$2.73 - $3.17 $35.1K - $40.7K
148K $461K
CMC
Commercial Metals CO

Basic Materials
1.69K
+ 21.42%
$48.67 - $60.35 $82.3K - $102K
9.59K $526K
WFC
Wells Fargo & Company

Financial Services
4.31K
+ 8.31%
$51.58 - $60.97 $222K - $262K
56.1K $3.17M
VEU
Vanguard Ftse All World Ex Us

ETFs
709
+ 6.69%
$56.47 - $63.69 $40K - $45.2K
11.3K $711K
FTCS
First Trust Capital Strength E

ETFs
63
+ 0.52%
$83.58 - $90.94 $5.27K - $5.73K
12.3K $1.11M
TFC
Truist Financial Corp

Financial Services
735
+ 5.13%
$38.22 - $44.94 $28.1K - $33K
15.1K $644K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
693
+ 6.42%
$61.47 - $67.36 $42.6K - $46.7K
11.5K $772K
WMB
Williams Companies, Inc.

Energy
790
+ 5.11%
$41.24 - $46.22 $32.6K - $36.5K
16.3K $742K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.43K
+ 8.57%
$31.05 - $34.29 $44.3K - $49K
18.1K $620K
MBB
Ishares Tr

ETFs
24
+ 0.12%
$90.85 - $96.66 $2.18K - $2.32K
20.3K $1.94M
ZBRA
Zebra Technologies Corp

Technology
35
+ 3.1%
$306.21 - $371.02 $10.7K - $13K
1.16K $430K
FTA
First Tr Large Cap Value

ETFs
80
+ 0.59%
$72.76 - $79.13 $5.82K - $6.33K
13.7K $1.09M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
526
+ 2.0%
$29.23 - $33.51 $15.4K - $17.6K
26.8K $885K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.13K
+ 9.02%
$32.04 - $37.11 $36.2K - $42K
13.7K $497K
PJUN
Innovator U.S. Equity Power Bu

ETFs
1.1K
+ 4.03%
$34.72 - $36.88 $38.1K - $40.5K
28.4K $1.05M
AMGN
Amgen Inc

Healthcare
97
+ 2.3%
$309.38 - $337.38 $30K - $32.7K
4.32K $1.39M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
901
+ 2.73%
$33.3 - $35.24 $30K - $31.8K
34K $1.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
486
+ 4.9%
$48.51 - $52.86 $23.6K - $25.7K
10.4K $550K
BMY
Bristol Myers Squibb CO

Healthcare
206
+ 3.82%
$39.66 - $51.75 $8.17K - $10.7K
5.6K $289K
GNRC
Generac Holdings Inc.

Industrials
24
+ 1.04%
$133.16 - $159.78 $3.2K - $3.83K
2.33K $369K
NEE
Nextera Energy Inc

Utilities
30
+ 0.66%
$69.9 - $84.97 $2.1K - $2.55K
4.56K $385K
PMAR
Innovator U.S. Equity Power Bu

ETFs
571
+ 1.78%
$36.89 - $39.25 $21.1K - $22.4K
32.6K $1.28M
FIS
Fidelity National Information Services, Inc.

Technology
184
+ 3.24%
$72.8 - $85.04 $13.4K - $15.6K
5.86K $490K
NKE
Nike, Inc.

Consumer Cyclical
56
+ 1.28%
$71.09 - $89.44 $3.98K - $5.01K
4.42K $390K
IWR
Ishares Russell Mid Cap ETF

ETFs
362
+ 8.55%
$79.92 - $88.19 $28.9K - $31.9K
4.6K $405K
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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