Patriot Financial Group Insurance Agency, LLC Sells in Q2 2025

Patriot Financial Group Insurance Agency, LLC

  • $795 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-41.1K
- 25.84%
$45.12 - $46.23 $1.85M - $1.9M
118K $5.45M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-29.8K
- 21.81%
$58.41 - $72.69 $1.74M - $2.17M
107K $7.77M
AMAT
Applied Materials Inc

Technology
-8.91K
- 64.27%
$126.95 - $183.52 $1.13M - $1.64M
4.96K $907K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-8.64K
- 22.67%
$72.02 - $73.82 $622K - $638K
29.5K $2.17M
BNDX
Vanguard Total International B

ETFs
-11.7K
- 70.63%
$48.77 - $49.55 $570K - $579K
4.86K $240K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-12.9K
- 58.79%
$32.0 - $39.87 $414K - $516K
9.07K $361K
MO
Altria Group, Inc.

Consumer Defensive
-6.42K
- 23.1%
$55.56 - $60.91 $356K - $391K
21.4K $1.25M
BA
Boeing CO

Industrials
-3.81K
- 37.54%
$136.59 - $217.51 $520K - $829K
6.34K $1.33M
HTAB
Hartford Fds Exchange Traded

ETFs
-20.2K
- 35.15%
$18.44 - $19.31 $373K - $390K
37.3K $697K
GLD
Spdr Gold Trust

ETFs
-1.26K
- 33.97%
$273.71 - $316.29 $346K - $399K
2.46K $748K
BBDC
Barings Bdc, Inc.

Financial Services
-24.7K
- 53.02%
$7.89 - $9.51 $195K - $235K
21.9K $200K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-10K
- 7.23%
$22.68 - $23.28 $228K - $234K
129K $2.98M
SCHO
Schwab Short Term Us Treasury

ETFs
-7.5K
- 36.64%
$24.19 - $24.45 $181K - $183K
13K $316K
JNJ
Johnson & Johnson

Healthcare
-279
- 3.05%
$146.36 - $159.82 $40.8K - $44.6K
8.87K $1.35M
MUB
Ishares National Muni Bond ETF

ETFs
-1.4K
- 26.7%
$102.31 - $105.8 $143K - $148K
3.84K $400K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.79K
- 33.67%
$77.74 - $78.78 $139K - $141K
3.52K $276K
VEA
Vanguard Ftse Developed Market

ETFs
-9.33K
- 13.02%
$45.65 - $57.01 $426K - $532K
62.3K $3.55M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-7.16K
- 9.9%
$14.97 - $16.79 $107K - $120K
65.1K $1.09M
OSTK
Overstock.Com, Inc

Consumer Cyclical
-3.85K
- 18.23%
N/A
17.2K $440K
GLDM
World Gold Trust

ETFs
-2.17K
- 20.27%
$58.96 - $67.97 $128K - $147K
8.54K $559K
MCD
Mcdonalds Corp

Consumer Cyclical
-82
- 2.57%
$285.55 - $321.23 $23.4K - $26.3K
3.1K $906K
BMY
Bristol Myers Squibb CO

Healthcare
-213
- 4.02%
$44.12 - $59.6 $9.4K - $12.7K
5.09K $235K
MGV
Vanguard Mega Cap Value

ETFs
-848
- 8.31%
$114.87 - $131.25 $97.4K - $111K
9.36K $1.23M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-6.25K
- 6.01%
$45.88 - $54.4 $287K - $340K
97.7K $5.32M
CL
Colgate Palmolive CO

Consumer Defensive
-621
- 21.32%
$87.57 - $96.0 $54.4K - $59.6K
2.29K $208K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-2.05K
- 21.77%
N/A
7.37K $232K
MU
Micron Technology Inc

Technology
-1.77K
- 39.75%
$64.72 - $127.91 $115K - $227K
2.69K $331K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.02K
- 24.88%
$20.42 - $25.3 $61.6K - $76.3K
9.1K $230K
VTV
Vanguard Value ETF

ETFs
-391
- 13.79%
$153.67 - $176.74 $60.1K - $69.1K
2.45K $432K
LNC
Lincoln National Corp

Financial Services
-757
- 4.0%
$28.95 - $37.27 $21.9K - $28.2K
18.2K $628K
UWMC
Uwm Holdings Corp

Financial Services
-1.77K
- 5.59%
$3.94 - $5.79 $6.97K - $10.2K
29.8K $123K
WBS
Webster Financial Corp

Financial Services
-2.15K
- 10.85%
$41.76 - $54.91 $89.7K - $118K
17.7K $963K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.02K
- 12.12%
$39.89 - $49.46 $121K - $150K
21.9K $1.08M
USXF
Ishares Esg Advanced Msci Usa

Technology
-2K
- 23.63%
$41.54 - $53.93 $83K - $108K
6.46K $348K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-537
- 10.98%
$114.78 - $133.31 $61.6K - $71.6K
4.35K $580K
VIG
Vanguard Dividend Appreciation

ETFs
-228
- 1.25%
N/A
18.1K $3.29M
CPRI
Capri Holdings LTD

Consumer Cyclical
-509
- 3.28%
$12.48 - $19.63 $6.35K - $9.99K
15K $265K
PRU
Prudential Financial Inc

Financial Services
-177
- 3.32%
$95.12 - $112.71 $16.8K - $19.9K
5.16K $554K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-472
- 12.92%
N/A
3.18K $273K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-708
- 4.33%
$75.05 - $77.34 $53.1K - $54.8K
15.6K $1.21M
REI
Ring Energy, Inc.

Energy
-21.4K
- 35.93%
$0.74 - $1.17 $15.9K - $25.1K
38.2K $30K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-898
- 9.79%
$42.72 - $44.24 $38.4K - $39.7K
8.27K $363K
SNAP
Snap Inc

Communication Services
-4.19K
- 13.22%
$7.23 - $9.21 $30.3K - $38.6K
27.5K $238K
SUN
Sunoco LP

Energy
-139
- 2.78%
$50.38 - $59.13 $7K - $8.22K
4.86K $260K
EPD
Enterprise Products Partners L.P.

Energy
-32
- 0.3%
$28.95 - $34.22 $926 - $1.1K
10.7K $332K
CLF
Cleveland Cliffs Inc.

Basic Materials
-2.36K
- 11.49%
$5.83 - $8.88 $13.7K - $20.9K
18.1K $137K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-2.39K
- 13.86%
$10.78 - $11.28 $25.7K - $26.9K
14.8K $164K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-276
- 13.44%
$152.93 - $181.74 $42.2K - $50.2K
1.78K $323K
IBB
Ishares Biotechnology ETF

ETFs
-27
- 0.41%
$112.02 - $129.0 $3.02K - $3.48K
6.63K $838K
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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