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
DVY
Ishares Tr

ETFs
-200
- 7.37%
$128.58 - $138.1 $25.7K - $27.6K
2.52K $333K
SWK
Stanley Black & Decker, Inc.

Industrials
-100
- 2.57%
$76.43 - $90.41 $7.64K - $9.04K
3.8K $291K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
-157
- 1.13%
$2.86 - $9.78 $449 - $1.54K
13.8K $41K
TJX
Tjx Companies Inc

Consumer Cyclical
-203
- 4.86%
$112.81 - $126.16 $22.9K - $25.6K
3.98K $484K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-190
- 0.61%
$39.51 - $41.0 $7.51K - $7.79K
31.1K $1.24M
OXY
Occidental Petroleum Corp

Energy
-370
- 2.87%
$45.45 - $52.7 $16.8K - $19.5K
12.5K $618K
OPEN
Opendoor Technologies Inc.

Real Estate
-2.75K
- 10.19%
$1.02 - $1.72 $2.81K - $4.73K
24.2K $27K
HNDL
Strategy Shs

ETFs
-440
- 4.28%
$20.7 - $21.8 $9.11K - $9.59K
9.84K $206K
FANG
Diamondback Energy, Inc.

Energy
-4
- 0.13%
$139.9 - $180.18 $560 - $721
3.16K $504K
FVD
First Tr Value Line Divid Inde

ETFs
-372
- 4.71%
$42.61 - $45.51 $15.9K - $16.9K
7.52K $332K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-150
- 5.69%
$81.83 - $82.73 $12.3K - $12.4K
2.49K $205K
MUB
Ishares National Muni Bond ETF

ETFs
-13
- 0.25%
$104.71 - $107.69 $1.36K - $1.4K
5.24K $550K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-308
- 2.51%
$42.36 - $43.8 $13K - $13.5K
12K $518K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4
- 0.19%
$169.43 - $182.84 $678 - $731
2.05K $352K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
-669
- 2.84%
N/A
22.9K $281K
DFS
Discover Financial Services

Financial Services
-29
- 2.41%
$152.99 - $203.25 $4.44K - $5.89K
1.17K $200K
SCHO
Schwab Short Term Us Treasury

ETFs
-468
- 2.23%
$24.1 - $24.34 $11.3K - $11.4K
20.5K $498K
PBYI
Puma Biotechnology, Inc.

Healthcare
-1.5K
- 12.5%
$2.76 - $3.88 $4.14K - $5.82K
10.5K $32K
PRPL
Purple Innovation, Inc.

Consumer Cyclical
-500
- 0.81%
$0.66 - $1.25 $330 - $625
61.2K $45K
GLD
Spdr Gold Trust

ETFs
-717
- 16.17%
$243.19 - $288.14 $174K - $207K
3.72K $1.07M
BRSP
Bright Spire Capital, Inc.

Real Estate
-510
- 2.91%
$5.48 - $6.23 $2.79K - $3.18K
17K $96K
Proshares Tr
-490
- 2.41%
N/A
19.9K $0
Sei Exchange Traded Funds
-830
- 1.68%
N/A
48.7K $0
Sei Exchange Traded Funds
-324
- 1.48%
N/A
21.5K $0
Sei Exchange Traded Funds
-249
- 1.27%
N/A
19.4K $0
Lam Research Corp
-650
- 3.14%
N/A
20K $0
ILCG
Ishares Morningstar Growth ETF
-1.57K
- 15.66%
N/A
8.46K $0
Labcorp Holdings Inc
-27
- 2.74%
N/A
959 $0
PSEP
Innovator U.S. Equity Power Bu
-225
- 0.85%
N/A
26.3K $0
Blacksky Technology Inc
-6.45K
- 5.37%
N/A
114K $0
JGRO
J P Morgan Exchange Traded Fd
-5.33K
- 9.57%
N/A
50.4K $0
Aim ETF Products Trust
-24K
- 42.58%
N/A
32.3K $0
CDC
Victory Portfolios Ii Shs Inco

ETFs
-273
- 3.35%
$61.46 - $66.32 $16.8K - $18.1K
7.87K $510K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-209
- 2.27%
$25.21 - $26.38 $5.27K - $5.51K
9.01K $236K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-127
- 1.82%
$48.43 - $49.9 $6.15K - $6.34K
6.84K $340K
ITA
Ishares Tr

ETFs
-76
- 3.2%
$144.84 - $159.5 $11K - $12.1K
2.3K $351K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-650
- 5.51%
$48.65 - $53.06 $31.6K - $34.5K
11.2K $579K
DVN
Devon Energy Corp

Energy
-449
- 7.03%
$33.15 - $38.55 $14.9K - $17.3K
5.94K $222K
TIP
Ishares Tr Tips Bd ETF

ETFs
-7
- 0.21%
$106.22 - $111.09 $744 - $778
3.4K $375K
DFAE
Dimensional ETF Tr

ETFs
-95
- 0.39%
$24.64 - $26.86 $2.34K - $2.55K
24.1K $626K
CWST
Casella Waste Systems Inc

Industrials
-6
- 0.2%
$104.2 - $115.86 $625 - $695
2.96K $327K
MO
Altria Group, Inc.

Consumer Defensive
-3.79K
- 12.0%
$50.81 - $60.02 $192K - $227K
27.8K $1.67M
SUN
Sunoco LP

Energy
-337
- 6.32%
$51.29 - $59.25 $17.3K - $20K
5K $295K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-35
- 1.9%
$106.31 - $123.73 $3.72K - $4.33K
1.81K $223K
BR
Broadridge Financial Solutions, Inc.

Technology
-53
- 2.43%
$221.46 - $244.83 $11.7K - $13K
2.13K $516K
UNP
Union Pacific Corp

Industrials
-4
- 0.13%
$225.21 - $254.42 $901 - $1.02K
3.16K $747K
IEV
Ishares Tr Europe ETF

ETFs
-458
- 5.85%
$51.89 - $60.68 $23.8K - $27.8K
7.37K $433K
SBSW
Sibanye Stillwater LTD

Basic Materials
-575
- 2.21%
$3.19 - $4.58 $1.83K - $2.63K
25.5K $116K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-2.47K
- 3.75%
$23.24 - $26.16 $57.3K - $64.5K
63.4K $1.6M
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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