Patriot Financial Group Insurance Agency, LLC New Holdings in Q3 2024

Patriot Financial Group Insurance Agency, LLC

  • $720 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RDIV
Invesco Exchange Traded Fd Tr

ETFs
89.7K
New
$44.56 - $50.18 $4M - $4.5M
89.7K $4.48M
HWM
Howmet Aerospace Inc.

Industrials
18.8K
New
$77.3 - $100.22 $1.45M - $1.88M
18.8K $1.88M
WEC
Wec Energy Group, Inc.

Utilities
6.77K
New
$77.68 - $96.19 $526K - $651K
6.77K $651K
DOCU
Docusign, Inc.

Technology
9.21K
New
$49.73 - $62.53 $458K - $576K
9.21K $571K
HRB
H&R Block Inc

Consumer Cyclical
8.93K
New
$52.99 - $66.6 $473K - $595K
8.93K $567K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.83K
New
$241.93 - $282.86 $444K - $519K
1.83K $484K
ITB
Ishares Tr

ETFs
3.74K
New
$97.52 - $128.64 $364K - $481K
3.74K $474K
CPRI
Capri Holdings LTD

Consumer Cyclical
10K
New
$29.61 - $42.44 $296K - $425K
10K $424K
AFL
Aflac Inc

Financial Services
3.78K
New
$88.52 - $111.8 $334K - $422K
3.78K $422K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
8.31K
New
$29.24 - $45.37 $243K - $377K
8.31K $374K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.76K
New
$97.96 - $124.99 $270K - $345K
2.76K $343K
ENR
Energizer Holdings, Inc.

Industrials
9.74K
New
$28.36 - $32.53 $276K - $317K
9.74K $309K
CEG
Constellation Energy Corp

Utilities
1.18K
New
$167.08 - $262.86 $196K - $309K
1.18K $305K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
11.7K
New
$15.95 - $27.01 $187K - $316K
11.7K $300K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
14.6K
New
$14.84 - $21.08 $217K - $308K
14.6K $299K
PH
Parker Hannifin Corp

Industrials
438
New
$501.01 - $635.92 $219K - $279K
438 $276K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.5K
New
$76.38 - $78.87 $267K - $276K
3.5K $275K
JWN
Nordstrom Inc

Consumer Cyclical
12K
New
$21.09 - $23.82 $253K - $286K
12K $270K
VRSN
Verisign Inc

Technology
1.36K
New
$174.18 - $190.64 $236K - $258K
1.36K $257K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.68K
New
$79.58 - $91.64 $214K - $246K
2.68K $243K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.32K
New
$149.02 - $167.67 $196K - $221K
1.32K $220K
HCA
Hca Healthcare, Inc.

Healthcare
539
New
$315.12 - $406.43 $170K - $219K
539 $219K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.85K
New
$98.71 - $117.61 $182K - $217K
1.85K $217K
KKR
Kkr & Co. Inc.

Financial Services
1.64K
New
$104.51 - $133.23 $171K - $218K
1.64K $214K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
5.07K
New
$37.61 - $41.72 $191K - $212K
5.07K $211K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.48K
New
$125.95 - $142.04 $187K - $211K
1.48K $210K
DTE
Dte Energy CO

Utilities
1.64K
New
$108.67 - $128.41 $178K - $210K
1.64K $210K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.19K
New
$138.85 - $182.81 $165K - $217K
1.19K $210K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.4K
New
$77.23 - $87.97 $186K - $211K
2.4K $208K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
8.26K
New
$24.38 - $25.2 $201K - $208K
8.26K $207K
SMG
Scotts Miracle Gro CO

Basic Materials
2.38K
New
$61.06 - $86.7 $145K - $206K
2.38K $205K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
3.16K
New
$53.01 - $82.74 $167K - $261K
3.16K $204K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.79K
New
$101.72 - $112.94 $182K - $202K
1.79K $201K
PAGP
Plains Gp Holdings LP

Energy
10.8K
New
$17.93 - $19.98 $194K - $216K
10.8K $200K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
12.5K
New
$12.25 - $13.39 $153K - $167K
12.5K $167K
CLF
Cleveland Cliffs Inc.

Basic Materials
12K
New
$10.91 - $16.21 $130K - $194K
12K $152K
NET
Cloudflare, Inc.

Technology
1.55K
New
$74.4 - $86.96 $115K - $134K
1.55K $125K
Labcorp Holdings Inc
931
New
N/A
931 $0
Capital Group Core Balanced
24.1K
New
N/A
24.1K $0
Innovator Etfs Trust
7.3K
New
N/A
7.3K $0
Proshares Tr
18K
New
N/A
18K $0
Capital Group Dividend Growe
11.6K
New
N/A
11.6K $0
Arm Holdings PLC
1.54K
New
N/A
1.54K $0
Blackrock ETF Trust
89.5K
New
N/A
89.5K $0
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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