Patriot Financial Group Insurance Agency, LLC Reduced Holdings in Q1 2025

Patriot Financial Group Insurance Agency, LLC

  • $685 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MTB
M&T Bank Corp

Financial Services
-508
- 12.33%
$170.47 - $201.98 $86.6K - $103K
3.61K $645K
VIG
Vanguard Dividend Appreciation

ETFs
-703
- 3.7%
N/A
18.3K $3.33M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-986
- 16.78%
$126.11 - $135.06 $124K - $133K
4.89K $623K
RPM
Rpm International Inc

Basic Materials
-1
- 0.01%
$114.03 - $128.31 $114 - $128
15.9K $1.84M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.8K
- 4.75%
$35.21 - $37.69 $63.5K - $68K
36.2K $1.28M
WBS
Webster Financial Corp

Financial Services
-369
- 1.83%
$47.55 - $61.41 $17.5K - $22.7K
19.8K $1.01M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-2.36K
- 20.44%
$42.4 - $44.11 $99.9K - $104K
9.17K $401K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-959
- 3.55%
$66.28 - $72.04 $63.6K - $69.1K
26.1K $1.77M
EMR
Emerson Electric CO

Industrials
-9
- 0.14%
$108.64 - $131.17 $978 - $1.18K
6.46K $708K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-393
- 7.09%
$120.24 - $134.3 $47.3K - $52.8K
5.15K $623K
CAT
Caterpillar Inc

Industrials
-65
- 3.29%
$326.75 - $407.63 $21.2K - $26.5K
1.91K $629K
RTO
Rentokil Initial PLC

Industrials
-1.93K
- 11.85%
$20.76 - $27.11 $40.1K - $52.3K
14.4K $328K
NKE
Nike, Inc.

Consumer Cyclical
-479
- 10.96%
$63.29 - $81.72 $30.3K - $39.1K
3.89K $247K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-90
- 1.68%
$126.86 - $146.45 $11.4K - $13.2K
5.27K $669K
XLY
Select Sector Spdr Consumer Di

ETFs
-124
- 7.78%
$192.6 - $233.2 $23.9K - $28.9K
1.47K $289K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.83K
- 12.08%
$59.28 - $66.1 $108K - $121K
13.3K $854K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-287
- 6.72%
$101.98 - $115.66 $29.3K - $33.2K
3.98K $406K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.11K
- 3.9%
$36.56 - $38.35 $40.4K - $42.4K
27.3K $1M
HWM
Howmet Aerospace Inc.

Industrials
-3.38K
- 18.1%
$110.79 - $139.39 $375K - $472K
15.3K $1.99M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-906
- 22.24%
N/A
3.17K $197K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-335
- 3.93%
$59.79 - $67.15 $20K - $22.5K
8.18K $493K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-350
- 1.0%
$39.81 - $42.17 $13.9K - $14.8K
34.6K $1.39M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-790
- 15.36%
$48.02 - $53.02 $37.9K - $41.9K
4.35K $213K
MBB
Ishares Tr

ETFs
-968
- 4.51%
$90.37 - $94.08 $87.5K - $91.1K
20.5K $1.92M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-845
- 21.64%
$63.91 - $70.19 $54K - $59.3K
3.06K $206K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-1.35K
- 4.7%
$12.94 - $14.29 $17.5K - $19.3K
27.4K $356K
GNMA
Ishares Gnma Bond ETF

ETFs
-1.16K
- 16.66%
$42.17 - $44.04 $49K - $51.2K
5.82K $255K
FDN
First Tr Fd Dow Jones

ETFs
-42
- 2.44%
$221.38 - $266.86 $9.3K - $11.2K
1.68K $375K
IWR
Ishares Russell Mid Cap ETF

ETFs
-323
- 7.07%
$82.81 - $92.93 $26.7K - $30K
4.25K $359K
PDI
Pimco Dynamic Income Fund

Financial Services
-3.42K
- 19.29%
$18.51 - $20.05 $63.3K - $68.5K
14.3K $282K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-1.43K
- 8.07%
$14.93 - $16.85 $21.3K - $24.1K
16.3K $246K
USXF
Ishares Esg Advanced Msci Usa

Technology
-311
- 3.55%
$46.38 - $52.65 $14.4K - $16.4K
8.46K $393K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-241
- 0.6%
$37.4 - $39.42 $9.01K - $9.5K
39.6K $1.49M
CGGR
Capital Group Growth ETF Shs C

ETFs
-587
- 7.62%
$33.98 - $39.84 $19.9K - $23.4K
7.12K $244K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.63K
- 6.13%
$42.5 - $46.71 $69.3K - $76.1K
24.9K $1.13M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-645
- 4.91%
$25.58 - $29.24 $16.5K - $18.9K
12.5K $327K
GM
General Motors CO

Consumer Cyclical
-103
- 1.98%
$45.22 - $54.92 $4.66K - $5.66K
5.09K $239K
POCT
Innovator U.S. Equity Power Bu

ETFs
-198
- 0.6%
$38.53 - $40.49 $7.63K - $8.02K
32.7K $1.26M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-331
- 6.61%
$81.8 - $88.86 $27.1K - $29.4K
4.68K $391K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-650
- 1.91%
$35.29 - $36.56 $22.9K - $23.8K
33.4K $1.19M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-1.62K
- 10.37%
$22.42 - $23.22 $36.3K - $37.6K
14K $322K
INGR
Ingredion Inc

Consumer Defensive
-140
- 3.36%
$125.6 - $137.36 $17.6K - $19.2K
4.02K $543K
SUB
Ishares Short Term National Mu

ETFs
-271
- 7.51%
$105.3 - $106.24 $28.5K - $28.8K
3.34K $352K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-363
- 12.12%
$97.25 - $104.79 $35.3K - $38K
2.63K $271K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-728
- 4.27%
$73.78 - $76.59 $53.7K - $55.8K
16.3K $1.25M
CPRI
Capri Holdings LTD

Consumer Cyclical
-243
- 1.54%
$19.02 - $25.84 $4.62K - $6.28K
15.5K $306K
FSK
Fs Kkr Capital Corp

Financial Services
-121
- 0.4%
$20.47 - $24.06 $2.48K - $2.91K
29.8K $623K
TT
Trane Technologies PLC

Industrials
-10
- 1.4%
$332.0 - $400.86 $3.32K - $4.01K
702 $236K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-72
- 0.73%
$50.25 - $55.9 $3.62K - $4.02K
9.82K $503K
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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