Patriot Financial Group Insurance Agency, LLC Reduced Holdings in Q4 2024

Patriot Financial Group Insurance Agency, LLC

  • $704 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UITB
Usaa ETF Tr Core Intermediate

ETFs
-111K
- 78.14%
$45.83 - $48.07 $5.1M - $5.35M
31.1K $1.43M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-74.6K
- 78.32%
$56.06 - $61.35 $4.18M - $4.58M
20.7K $1.17M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-69.3K
- 85.74%
$42.84 - $45.38 $2.97M - $3.14M
11.5K $495K
JHMM
John Hancock Multifactor Mid C

ETFs
-37.4K
- 25.86%
$59.61 - $64.8 $2.23M - $2.43M
107K $6.41M
PVAL
Putnam ETF Tr Putnam Focused L
-34.8K
- 23.92%
$36.85 - $39.99 $1.28M - $1.39M
111K $4.11M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-46.9K
- 69.74%
$29.73 - $30.81 $1.39M - $1.44M
20.3K $619K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-10.9K
- 66.26%
$124.61 - $133.96 $1.36M - $1.46M
5.54K $713K
HTAB
Hartford Fds Exchange Traded

ETFs
-59.9K
- 43.28%
$19.26 - $19.88 $1.15M - $1.19M
78.5K $1.52M
AMD
Advanced Micro Devices Inc

Technology
-3.67K
- 26.55%
$118.88 - $172.8 $436K - $633K
10.1K $1.23M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-36.1K
- 81.15%
$28.48 - $29.56 $1.03M - $1.07M
8.37K $245K
FTCS
First Trust Capital Strength E

ETFs
-9.96K
- 81.25%
$87.62 - $94.03 $873K - $937K
2.3K $202K
FLMI
Franklin Dynamic Municipal Bon

ETFs
-31.7K
- 19.41%
$24.42 - $25.06 $773K - $793K
131K $3.21M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-7.9K
- 64.9%
$107.41 - $115.71 $848K - $914K
4.27K $470K
FVD
First Tr Value Line Divid Inde

ETFs
-17.8K
- 69.31%
$43.4 - $46.7 $774K - $833K
7.89K $344K
LLY
Eli Lilly & CO

Healthcare
-604
- 34.26%
$727.2 - $932.06 $439K - $563K
1.16K $894K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-10.8K
- 41.47%
$50.06 - $55.0 $542K - $595K
15.3K $766K
NVO
Novo Nordisk A S

Healthcare
-1.88K
- 15.07%
$85.0 - $120.04 $160K - $226K
10.6K $910K
FVAL
Fidelity Covington Tr Value Fa

ETFs
-9.31K
- 16.92%
$60.19 - $64.39 $560K - $599K
45.7K $2.81M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-9.79K
- 26.56%
$43.84 - $48.76 $429K - $477K
27.1K $1.19M
AMAT
Applied Materials Inc

Technology
-325
- 2.85%
$161.44 - $213.89 $52.5K - $69.5K
11.1K $1.8M
CRSP
Crispr Therapeutics Ag

Healthcare
-6.93K
- 23.42%
$38.65 - $55.15 $268K - $382K
22.7K $891K
VEA
Vanguard Ftse Developed Market

ETFs
-2.65K
- 4.02%
$47.57 - $52.44 $126K - $139K
63.3K $3.03M
CI
Cigna Corp

Healthcare
-94
- 1.63%
$265.59 - $358.58 $25K - $33.7K
5.67K $1.56M
XOM
Exxon Mobil Corp

Energy
-37
- 0.1%
$105.51 - $125.37 $3.9K - $4.64K
36.1K $3.89M
IEFA
Ishares Tr

ETFs
-1.05K
- 2.98%
$70.06 - $77.43 $73.8K - $81.5K
34.2K $2.41M
PEP
Pepsico Inc

Consumer Defensive
-600
- 4.31%
$151.29 - $176.1 $90.8K - $106K
13.3K $2.03M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-125
- 0.3%
$64.85 - $73.04 $8.11K - $9.13K
41.3K $2.7M
FDN
First Tr Fd Dow Jones

ETFs
-1.73K
- 50.01%
$210.5 - $257.24 $363K - $444K
1.72K $419K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-12K
- 43.55%
$22.65 - $23.8 $273K - $287K
15.6K $354K
USXF
Ishares Esg Advanced Msci Usa

Technology
-5.97K
- 40.51%
$48.45 - $52.57 $289K - $314K
8.77K $436K
JXN
Jackson Financial Inc.

Financial Services
-2.73K
- 44.85%
$84.91 - $113.74 $232K - $311K
3.36K $292K
TJX
Tjx Companies Inc

Consumer Cyclical
-2.35K
- 35.98%
$112.15 - $127.2 $263K - $299K
4.18K $504K
VZ
Verizon Communications Inc

Communication Services
-1.97K
- 6.31%
$39.6 - $45.21 $78K - $89.1K
29.2K $1.17M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.59K
- 8.87%
$44.04 - $49.49 $114K - $128K
26.6K $1.17M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.49K
- 42.35%
N/A
3.39K $290K
MRK
Merck & Co., Inc.

Healthcare
-103
- 0.71%
$96.31 - $114.76 $9.92K - $11.8K
14.3K $1.42M
GLD
Spdr Gold Trust

ETFs
-792
- 15.15%
$236.59 - $257.5 $187K - $204K
4.44K $1.07M
JNJ
Johnson & Johnson

Healthcare
-210
- 2.22%
$143.34 - $165.86 $30.1K - $34.8K
9.26K $1.34M
INTC
Intel Corp

Technology
-1.89K
- 4.2%
$19.07 - $26.23 $36K - $49.5K
43.1K $863K
MGV
Vanguard Mega Cap Value

ETFs
-1.2K
- 12.27%
$124.06 - $133.48 $149K - $160K
8.6K $1.07M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-3.92K
- 28.66%
$33.39 - $37.66 $131K - $148K
9.75K $325K
GNRC
Generac Holdings Inc.

Industrials
-1.03K
- 44.09%
$154.28 - $195.11 $158K - $200K
1.3K $201K
VYGR
Voyager Therapeutics, Inc.

Healthcare
-24.7K
- 18.04%
$5.27 - $8.07 $130K - $199K
112K $636K
FCX
Freeport Mcmoran Inc

Basic Materials
-359
- 3.0%
$38.08 - $50.82 $13.7K - $18.2K
11.6K $442K
ITB
Ishares Tr

ETFs
-525
- 14.05%
$103.31 - $129.34 $54.2K - $67.9K
3.21K $331K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-3.27K
- 21.69%
$46.48 - $51.32 $152K - $168K
11.8K $568K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-675
- 16.69%
$185.87 - $204.12 $125K - $138K
3.37K $634K
SWK
Stanley Black & Decker, Inc.

Industrials
-163
- 4.02%
$79.07 - $109.36 $12.9K - $17.8K
3.9K $312K
RTX
Raytheon Technologies Corp

Industrials
-207
- 1.02%
$114.45 - $127.21 $23.7K - $26.3K
20.1K $2.33M
Activity Summary
Buys All Purchases 279 New Holdings 39 Increased Positions 240 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 7 Puts 0
Track This Portfolio

Track Patriot Financial Group Insurance Agency, LLC Portfolio

Follow Patriot Financial Group Insurance Agency, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email