Patriot Financial Group Insurance Agency, LLC New Holdings in Q2 2025

Patriot Financial Group Insurance Agency, LLC

  • $795 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IGOV
Ishares 1 3 International Trea

ETFs
114K
New
$39.53 - $43.1 $4.49M - $4.89M
114K $4.89M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
60.9K
New
$26.27 - $28.07 $1.6M - $1.71M
60.9K $1.71M
HYXU
Ishares Global Ex Usd High Yie

ETFs
27.6K
New
$48.2 - $54.92 $1.33M - $1.51M
27.6K $1.5M
IONQ
Ion Q, Inc.

Technology
30.7K
New
$20.68 - $48.04 $635K - $1.48M
30.7K $1.32M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
21.2K
New
$50.09 - $51.09 $1.06M - $1.08M
21.2K $1.08M
VMI
Valmont Industries Inc

Industrials
1.56K
New
$263.86 - $333.86 $412K - $521K
1.56K $509K
TM
Toyota Motor Corp

Consumer Cyclical
2.64K
New
$158.63 - $195.39 $419K - $516K
2.64K $455K
W
Wayfair Inc.

Consumer Cyclical
8.83K
New
$24.14 - $51.22 $213K - $452K
8.83K $451K
FLR
Fluor Corp

Industrials
8.2K
New
$30.86 - $51.42 $253K - $422K
8.2K $420K
VGLT
Vanguard Long Term Treasury Et

ETFs
7.36K
New
$53.66 - $58.71 $395K - $432K
7.36K $412K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
6.61K
New
$41.45 - $54.46 $274K - $360K
6.61K $344K
RKT
Rocket Companies, Inc.

Financial Services
24K
New
$11.11 - $15.4 $267K - $370K
24K $340K
CMA
Comerica Inc

Financial Services
5.65K
New
$50.42 - $59.65 $285K - $337K
5.65K $337K
AFRM
Affirm Holdings, Inc.

Technology
4.88K
New
$35.75 - $69.14 $174K - $337K
4.88K $337K
CRDO
Credo Technology Group Holding LTD

Technology
3.48K
New
$33.3 - $95.05 $116K - $330K
3.48K $321K
VAL
Valaris LTD

Energy
7.33K
New
$28.94 - $46.88 $212K - $344K
7.33K $308K
SOFI
So Fi Technologies, Inc.

Financial Services
16.8K
New
$9.5 - $18.21 $159K - $306K
16.8K $305K
FTDR
Frontdoor, Inc.

Consumer Cyclical
5.08K
New
$37.35 - $59.68 $190K - $303K
5.08K $299K
MRVL
Marvell Technology, Inc.

Technology
3.8K
New
$49.38 - $79.97 $188K - $304K
3.8K $294K
PATH
Ui Path, Inc.

Technology
21.5K
New
$9.79 - $13.31 $210K - $286K
21.5K $275K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3K
New
$73.02 - $90.22 $219K - $270K
3K $267K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.1K
New
$180.84 - $240.32 $199K - $264K
1.1K $264K
PANW
Palo Alto Networks Inc

Technology
1.27K
New
$152.44 - $204.64 $194K - $261K
1.27K $260K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
5.35K
New
$38.78 - $49.2 $207K - $263K
5.35K $260K
QLC
Flexshares Tr Us Quality Large

ETFs
3.54K
New
$56.84 - $71.22 $201K - $252K
3.54K $252K
ISRG
Intuitive Surgical Inc

Healthcare
463
New
$451.58 - $565.94 $209K - $262K
463 $251K
KKR
Kkr & Co. Inc.

Financial Services
1.89K
New
$92.79 - $134.29 $176K - $254K
1.89K $251K
SIVR
Abrdn Silver ETF Trust

ETFs
7.3K
New
$28.36 - $35.37 $207K - $258K
7.3K $251K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.54K
New
$137.62 - $174.44 $211K - $268K
1.54K $250K
ILF
Ishares Latin America 40 ETF

ETFs
9.42K
New
$21.35 - $26.21 $201K - $247K
9.42K $246K
SIMO
Silicon Motion Technology Corp

Technology
3K
New
$38.95 - $75.77 $117K - $227K
3K $225K
PTC
Ptc Inc.

Technology
1.29K
New
$136.74 - $173.24 $177K - $224K
1.29K $222K
TMO
Thermo Fisher Scientific Inc.

Healthcare
542
New
$390.26 - $489.06 $212K - $265K
542 $219K
CRWD
Crowd Strike Holdings, Inc.

Technology
429
New
$321.63 - $509.31 $138K - $218K
429 $218K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
3.86K
New
$44.58 - $54.92 $172K - $212K
3.86K $212K
LAD
Lithia Motors Inc

Consumer Cyclical
610
New
$271.94 - $339.35 $166K - $207K
610 $206K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.28K
New
$87.84 - $1441.89 $200K - $3.28M
2.28K $205K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.69K
New
$97.68 - $121.38 $165K - $205K
1.69K $205K
VBR
Vanguard Small Cap Value ETF

ETFs
1.04K
New
$162.76 - $195.77 $170K - $204K
1.04K $203K
MAR
Marriott International Inc

Consumer Cyclical
746
New
$211.12 - $274.14 $157K - $205K
746 $203K
MSTR
Microstrategy Inc

Technology
496
New
$237.95 - $421.61 $118K - $209K
496 $200K
GES
Guess Inc

Consumer Cyclical
16.4K
New
$8.66 - $12.46 $142K - $204K
16.4K $197K
COMM
Comm Scope Holding Company, Inc.

Technology
21.5K
New
$3.02 - $8.28 $64.8K - $178K
21.5K $177K
EC
Ecopetrol S.A.

Energy
19.8K
New
$7.88 - $10.63 $156K - $210K
19.8K $175K
PCT
Pure Cycle Technologies, Inc.

Industrials
10.2K
New
$5.57 - $14.12 $57.1K - $145K
10.2K $140K
AAL
American Airlines Group Inc.

Industrials
12.4K
New
N/A
12.4K $136K
Jbs N.V.
22.3K
New
N/A
22.3K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
15.3K
New
N/A
15.3K $0
Aim ETF Products Trust
14.9K
New
N/A
14.9K $0
Activity Summary
Buys All Purchases 368 New Holdings 67 Increased Positions 301 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 5 Puts 2
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