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
DHR
Danaher Corp

Healthcare
72
+ 7.24%
$201.62 - $250.59 $14.5K - $18K
1.07K $218K
PH
Parker Hannifin Corp

Industrials
1
+ 0.23%
$591.65 - $707.05 $592 - $707
436 $265K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.21K
+ 8.58%
$51.45 - $58.51 $423K - $480K
104K $5.39M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
369
+ 8.42%
$87.72 - $111.91 $32.4K - $41.3K
4.75K $429K
SNAP
Snap Inc

Communication Services
4.88K
+ 18.22%
$8.37 - $12.57 $40.9K - $61.4K
31.7K $276K
APO
Apollo Global Management, Inc.

Financial Services
205
+ 13.96%
$126.01 - $172.06 $25.8K - $35.3K
1.67K $229K
LAMR
Lamar Advertising CO

Real Estate
394
+ 5.27%
$110.65 - $132.9 $43.6K - $52.4K
7.87K $895K
FIS
Fidelity National Information Services, Inc.

Technology
314
+ 5.13%
$68.12 - $83.42 $21.4K - $26.2K
6.43K $480K
CSF
Victory Portf Ii Shs Us Disc E

ETFs
5
+ 0.11%
$50.27 - $57.35 $251 - $287
4.5K $231K
CARR
Carrier Global Corp

Industrials
273
+ 4.12%
$62.07 - $70.55 $16.9K - $19.3K
6.9K $437K
SCHA
Schwab Strategic Tr Us Small C

ETFs
377
+ 3.21%
$23.16 - $27.04 $8.73K - $10.2K
12.1K $284K
TFC
Truist Financial Corp

Financial Services
394
+ 2.49%
$39.48 - $48.15 $15.6K - $19K
16.2K $667K
PJAN
Innovator U.S. Equity Power Bu

ETFs
309
+ 0.78%
$41.09 - $43.24 $12.7K - $13.4K
39.9K $1.65M
CRL
Charles River Laboratories International, Inc.

Healthcare
194
+ 12.83%
$150.52 - $190.14 $29.2K - $36.9K
1.71K $256K
IWM
Ishares Russell 2000 ETF

ETFs
156
+ 5.8%
$198.1 - $229.79 $30.9K - $35.8K
2.85K $570K
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.24%
$222.66 - $268.42 $1.11K - $1.34K
2.08K $484K
CSX
Csx Corp

Industrials
317
+ 2.34%
$29.11 - $33.67 $9.23K - $10.7K
13.9K $408K
PFE
Pfizer Inc

Healthcare
568
+ 1.47%
$25.01 - $27.13 $14.2K - $15.4K
39.3K $995K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
35
+ 0.2%
$32.42 - $36.13 $1.13K - $1.26K
17.9K $588K
HD
Home Depot, Inc.

Consumer Cyclical
102
+ 3.3%
$347.25 - $424.87 $35.4K - $43.3K
3.2K $1.17M
BA
Boeing CO

Industrials
179
+ 1.8%
$148.15 - $186.25 $26.5K - $33.3K
10.1K $1.73M
USB
Us Bancorp \De\

Financial Services
224
+ 2.82%
$40.92 - $50.9 $9.17K - $11.4K
8.17K $344K
DELL
Dell Technologies Inc.

Technology
332
+ 11.93%
$90.34 - $124.66 $30K - $41.4K
3.11K $283K
ENR
Energizer Holdings, Inc.

Industrials
553
+ 5.41%
$29.28 - $35.79 $16.2K - $19.8K
10.8K $319K
STKL
Sun Opta Inc.

Consumer Defensive
500
+ 3.33%
$4.86 - $7.86 $2.43K - $3.93K
15.5K $75K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1
+ 0.02%
$80.73 - $94.96 $80.7 - $95
5.26K $432K
QTEC
First Trust Nasdaq 100 Technol

ETFs
14
+ 0.42%
$173.56 - $210.67 $2.43K - $2.95K
3.38K $590K
HBI
Hanesbrands Inc.

Consumer Cyclical
2.26K
+ 9.38%
$5.76 - $8.6 $13K - $19.4K
26.3K $151K
MS
Morgan Stanley

Financial Services
11
+ 0.21%
$111.68 - $141.08 $1.23K - $1.55K
5.36K $624K
PNC
Pnc Financial Services Group, Inc.

Financial Services
38
+ 1.09%
$168.84 - $202.89 $6.42K - $7.71K
3.52K $619K
ADBE
Adobe Inc.

Technology
249
+ 9.31%
$377.84 - $464.11 $94.1K - $116K
2.92K $1.12M
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
475
+ 1.9%
$2.21 - $6.13 $1.05K - $2.91K
25.4K $60K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
1.59K
+ 5.68%
$40.15 - $47.73 $63.8K - $75.9K
29.6K $1.2M
RGTI
Rigetti Computing, Inc.

Technology
20K
+ 59.94%
$6.05 - $19.51 $121K - $391K
53.4K $435K
BX
Blackstone Inc.

Financial Services
112
+ 3.84%
$136.53 - $186.74 $15.3K - $20.9K
3.03K $423K
ZBRA
Zebra Technologies Corp

Technology
89
+ 7.56%
$271.72 - $421.11 $24.2K - $37.5K
1.27K $357K
CRSP
Crispr Therapeutics Ag

Healthcare
87
+ 0.38%
$34.03 - $53.02 $2.96K - $4.61K
22.7K $774K
SRE
Sempra Energy

Utilities
6
+ 0.08%
$67.85 - $87.67 $407 - $526
7.59K $541K
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.28K
+ 8.13%
$96.3 - $112.23 $316K - $368K
43.6K $4.24M
AMD
Advanced Micro Devices Inc

Technology
50
+ 0.49%
$96.63 - $129.55 $4.83K - $6.48K
10.2K $1.05M
IYW
Ishares Dj Us Tech ETF

ETFs
562
+ 4.1%
$140.44 - $166.79 $78.9K - $93.7K
14.3K $2.01M
SOUN
Soundhound Ai, Inc.

Technology
17.7K
+ 59.17%
$8.12 - $20.62 $144K - $365K
47.7K $405K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
291
+ 1.08%
$47.25 - $67.02 $13.7K - $19.5K
27.2K $1.33M
XLK
Technology Sector Spdr

ETFs
78
+ 0.93%
$206.38 - $242.18 $16.1K - $18.9K
8.48K $1.75M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
399
+ 2.88%
$165.25 - $224.62 $65.9K - $89.6K
14.2K $2.37M
ORCL
Oracle Corp

Technology
207
+ 1.12%
$139.81 - $186.47 $28.9K - $38.6K
18.7K $2.62M
AMZN
Amazon Com Inc

Consumer Cyclical
3.88K
+ 8.26%
$190.26 - $242.06 $738K - $939K
50.8K $9.67M
MSFT
Microsoft Corp

Technology
2.64K
+ 7.28%
$375.39 - $447.2 $989K - $1.18M
38.8K $14.6M
AVGO
Broadcom Inc.

Technology
1.12K
+ 7.85%
$167.43 - $244.7 $187K - $274K
15.4K $2.57M
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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