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
ALLE
Allegion PLC

Industrials
83
+ 2.36%
$123.79 - $135.5 $10.3K - $11.2K
3.59K $468K
ARCC
Ares Capital Corp

Financial Services
277
+ 2.09%
$21.28 - $23.81 $5.89K - $6.6K
13.5K $299K
SYK
Stryker Corp

Healthcare
1
+ 0.15%
$355.18 - $399.9 $355 - $400
686 $255K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.53K
+ 1.6%
$56.17 - $59.71 $142K - $151K
160K $9.08M
FCX
Freeport Mcmoran Inc

Basic Materials
200
+ 1.72%
$34.5 - $43.01 $6.9K - $8.6K
11.8K $447K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
228
+ 1.94%
$49.78 - $53.19 $11.3K - $12.1K
12K $605K
COF
Capital One Financial Corp

Financial Services
17
+ 0.82%
$163.87 - $209.82 $2.79K - $3.57K
2.08K $372K
URI
United Rentals, Inc.

Industrials
106
+ 13.14%
$594.17 - $789.56 $63K - $83.7K
913 $572K
VOT
Vanguard Mid Cap Growth Index

ETFs
113
+ 4.71%
$237.72 - $276.98 $26.9K - $31.3K
2.51K $612K
DEO
Diageo PLC

Consumer Defensive
1.58K
+ 21.83%
$104.79 - $126.12 $165K - $199K
8.79K $921K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
668
+ 4.04%
$11.22 - $11.8 $7.49K - $7.88K
17.2K $194K
NEE
Nextera Energy Inc

Utilities
83
+ 1.79%
$66.96 - $76.16 $5.56K - $6.32K
4.73K $335K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
5
+ 0.02%
$7.89 - $8.07 $39.4 - $40.4
33.3K $263K
BKNG
Booking Holdings Inc.

Consumer Cyclical
71
+ 7.86%
$4295.4 - $5141.88 $305K - $365K
974 $4.49M
CEG
Constellation Energy Corp

Utilities
114
+ 9.51%
$201.63 - $347.44 $23K - $39.6K
1.31K $269K
Ree Automotive LTD
20K
+ 110.6%
N/A
38.1K $0
PNOV
Innovator U.S. Equity Power Bu
150
+ 0.49%
N/A
30.8K $0
PDEC
Innovator U.S. Equity Power Bu
15
+ 0.05%
N/A
28.7K $0
Gsk PLC
2.29K
+ 12.79%
N/A
20.2K $0
Ge Vernova Inc
232
+ 13.67%
N/A
1.93K $0
FSCO
Fs Cr Opportunities Corp Com
7.36K
+ 2.55%
N/A
296K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
23.6K
+ 24.03%
N/A
122K $0
T Rowe Price ETF Inc
6.75K
+ 12.77%
N/A
59.6K $0
Victory Portfolios Ii
63K
+ 39.99%
N/A
220K $0
CGMS
Capital Grp Core Plus Income E
13.2K
+ 14.29%
N/A
105K $0
Capital Group Dividend Growe
7.35K
+ 47.78%
N/A
22.7K $0
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
15
+ 0.12%
$12.18 - $12.91 $183 - $194
12.8K $157K
Blackrock ETF Trust
34K
+ 26.45%
N/A
163K $0
Nano Nuclear Energy Inc
4.03K
+ 44.11%
N/A
13.2K $0
J P Morgan Exchange Traded F
11.1K
+ 79.76%
N/A
24.9K $0
Capital Group International
61.5K
+ 424.56%
N/A
75.9K $0
Blackrock ETF Trust Ii
2.04K
+ 9.03%
N/A
24.6K $0
Blackrock Inc
62
+ 5.22%
N/A
1.25K $0
CGMU
Capital Group Core Plus Income
1.23K
+ 8.44%
N/A
15.8K $0
Capital Group Core Balanced
11.7K
+ 36.72%
N/A
43.6K $0
PLBY
Plby Group, Inc.

Consumer Cyclical
5.3K
+ 32.52%
$1.06 - $2.1 $5.62K - $11.1K
21.6K $22K
SRLN
Ssga Active Trust

ETFs
67
+ 1.09%
$41.02 - $41.99 $2.75K - $2.81K
6.23K $256K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.6K
+ 10.45%
$40.03 - $46.81 $63.9K - $74.7K
16.9K $684K
NXPI
Nxp Semiconductors N.V.

Technology
272
+ 8.9%
$189.99 - $245.86 $51.7K - $66.9K
3.33K $632K
HRL
Hormel Foods Corp

Consumer Defensive
10
+ 0.12%
$28.29 - $31.52 $283 - $315
8.31K $256K
UWMC
Uwm Holdings Corp

Financial Services
1.46K
+ 4.83%
$5.43 - $6.63 $7.9K - $9.65K
31.6K $172K
RWK
Invesco Exchange Traded Fd Tr

ETFs
570
+ 7.34%
$106.43 - $123.29 $60.7K - $70.3K
8.34K $898K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
29
+ 0.88%
$79.96 - $87.71 $2.32K - $2.54K
3.34K $271K
MET
Metlife Inc

Financial Services
13
+ 0.35%
$77.7 - $87.0 $1.01K - $1.13K
3.73K $299K
PRU
Prudential Financial Inc

Financial Services
258
+ 5.08%
$105.04 - $122.33 $27.1K - $31.6K
5.33K $595K
BAC
Bank Of America Corp

Financial Services
2.82K
+ 5.05%
$39.61 - $47.74 $112K - $135K
58.6K $2.45M
IGM
Ishares Expanded Tech Sector E

ETFs
455
+ 10.61%
$90.67 - $108.46 $41.3K - $49.3K
4.74K $430K
VGT
Vanguard Information Technolog

ETFs
159
+ 13.17%
$542.38 - $646.34 $86.2K - $103K
1.37K $742K
DDD
3 D Systems Corp

Technology
1.67K
+ 14.69%
$2.12 - $4.72 $3.53K - $7.86K
13K $27K
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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