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

Patriot Financial Group Insurance Agency, LLC

  • $720 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-129K
- 57.51%
$53.41 - $57.9 $6.89M - $7.47M
95.3K $5.51M
CRWD
Crowd Strike Holdings, Inc.

Technology
-6.43K
- 87.7%
$217.89 - $392.15 $1.4M - $2.52M
901 $252K
FCX
Freeport Mcmoran Inc

Basic Materials
-29.6K
- 71.23%
$39.52 - $51.92 $1.17M - $1.54M
12K $597K
GOOGL
Alphabet Inc.

Communication Services
-4.18K
- 13.9%
$148.65 - $191.18 $622K - $800K
25.9K $4.3M
MSFT
Microsoft Corp

Technology
-1.07K
- 2.98%
$395.15 - $467.56 $424K - $502K
35K $15M
NVDA
Nvidia Corp

Technology
-6.9K
- 6.86%
$98.91 - $134.91 $682K - $931K
93.7K $11.4M
NVO
Novo Nordisk A S

Healthcare
-1.94K
- 13.44%
$119.07 - $145.42 $231K - $282K
12.5K $1.48M
DXCM
Dexcom Inc

Healthcare
-41
- 0.36%
$64.0 - $116.06 $2.62K - $4.76K
11.2K $751K
CVX
Chevron Corp

Energy
-2.16K
- 19.83%
$137.88 - $161.97 $298K - $350K
8.74K $1.29M
CVS
Cvs Health Corp

Healthcare
-7.01K
- 30.69%
$55.81 - $63.18 $391K - $443K
15.8K $994K
DIS
Walt Disney CO

Communication Services
-2.65K
- 11.65%
$85.6 - $98.61 $226K - $261K
20.1K $1.93M
XLE
Energy Sector Spdr

ETFs
-2.91K
- 26.38%
$84.35 - $93.39 $246K - $272K
8.13K $714K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-12.1K
- 8.09%
$60.84 - $67.51 $738K - $819K
138K $9.31M
LMT
Lockheed Martin Corp

Industrials
-918
- 41.61%
$460.3 - $584.56 $423K - $537K
1.29K $752K
LLY
Eli Lilly & CO

Healthcare
-264
- 13.02%
$772.14 - $960.02 $204K - $253K
1.76K $1.56M
MET
Metlife Inc

Financial Services
-3.95K
- 51.33%
$67.96 - $82.48 $269K - $326K
3.75K $308K
CSCO
Cisco Systems, Inc.

Technology
-5.47K
- 45.46%
$44.74 - $53.22 $245K - $291K
6.56K $349K
MU
Micron Technology Inc

Technology
-1.05K
- 27.58%
$86.27 - $136.82 $90.2K - $143K
2.75K $284K
BA
Boeing CO

Industrials
-103
- 1.7%
$152.04 - $190.6 $15.7K - $19.6K
5.97K $907K
SUB
Ishares Short Term National Mu

ETFs
-1.85K
- 42.38%
$104.3 - $106.3 $192K - $196K
2.51K $266K
OXY
Occidental Petroleum Corp

Energy
-223
- 1.69%
$49.91 - $63.73 $11.1K - $14.2K
13K $669K
IEMG
Ishares Inc

ETFs
-3.09K
- 6.81%
$53.64 - $53.64 $166K - $166K
42.3K $2.27M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-5.22K
- 26.98%
$41.02 - $46.01 $214K - $240K
14.1K $643K
UPS
United Parcel Service Inc

Industrials
-1.1K
- 16.5%
$123.32 - $147.38 $136K - $162K
5.57K $759K
EFG
Msci Eafe Growth ETF

ETFs
-2.07K
- 12.69%
$96.84 - $108.77 $200K - $225K
14.2K $1.53M
SOXX
Ishares Semiconductor ETF

ETFs
-370
- 12.76%
$199.29 - $265.49 $73.7K - $98.2K
2.53K $583K
ADSK
Autodesk, Inc.

Technology
-495
- 18.56%
$245.83 - $245.83 $122K - $122K
2.17K $533K
DDD
3 D Systems Corp

Technology
-40K
- 86.39%
$1.88 - $4.1 $75.2K - $164K
6.3K $17K
VGT
Vanguard Information Technolog

ETFs
-224
- 18.62%
$514.43 - $606.85 $115K - $136K
979 $574K
MUB
Ishares National Muni Bond ETF

ETFs
-1.2K
- 16.38%
$106.13 - $108.7 $127K - $131K
6.13K $665K
DVN
Devon Energy Corp

Energy
-1.16K
- 13.63%
$37.87 - $48.65 $44K - $56.5K
7.36K $287K
MA
Mastercard Inc

Financial Services
-617
- 17.23%
$429.6 - $500.99 $265K - $309K
2.96K $1.46M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-649
- 4.58%
$147.95 - $191.05 $96K - $124K
13.5K $2.35M
FISV
Fiserv Inc

Technology
-886
- 13.88%
N/A
5.5K $687K
VIG
Vanguard Dividend Appreciation

ETFs
-524
- 2.75%
$182.15 - $182.15 $95.4K - $95.4K
18.5K $3.37M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-2.72K
- 36.83%
$46.45 - $53.68 $126K - $146K
4.67K $246K
FL
Foot Locker, Inc.

Consumer Cyclical
-4.13K
- 29.03%
$23.07 - $32.96 $95.3K - $136K
10.1K $261K
IYW
Ishares Dj Us Tech ETF

ETFs
-619
- 4.22%
$133.16 - $158.73 $82.4K - $98.3K
14.1K $2.13M
ARCC
Ares Capital Corp

Financial Services
-2.95K
- 18.68%
$19.8 - $21.28 $58.4K - $62.7K
12.8K $268K
VTV
Vanguard Value ETF

ETFs
-580
- 18.75%
$159.75 - $174.57 $92.7K - $101K
2.51K $438K
BAC
Bank Of America Corp

Financial Services
-1.3K
- 2.31%
$36.65 - $44.13 $47.8K - $57.5K
55K $2.18M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.02K
- 13.41%
$89.91 - $101.33 $91.9K - $104K
6.6K $647K
HBI
Hanesbrands Inc.

Consumer Cyclical
-22K
- 48.19%
$4.66 - $7.36 $102K - $162K
23.6K $173K
ROKU
Roku, Inc

Communication Services
-1.68K
- 32.79%
$51.67 - $77.48 $86.6K - $130K
3.44K $256K
IWL
Ishares Tr Russell 200 ETF

ETFs
-681
- 8.99%
$126.32 - $140.44 $86K - $95.6K
6.89K $967K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-1.44K
- 22.86%
$46.13 - $52.38 $66.3K - $75.3K
4.85K $250K
SUN
Sunoco LP

Energy
-545
- 9.34%
$50.23 - $58.53 $27.4K - $31.9K
5.29K $283K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.01K
- 15.76%
$61.11 - $67.85 $61.4K - $68.2K
5.37K $364K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-473
- 7.45%
$85.84 - $85.84 $40.6K - $40.6K
5.87K $504K
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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