Patriot Financial Group Insurance Agency, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $720 Million distributed in 501 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $43.8M, Barnes Group Inc with a value of $22.1M, Ishares S&P 500 Value ETF with a value of $18.1M, Apple Inc. with a value of $17.2M, and Schwab Strategic Tr Us Large C with a value of $16.5M.
Examining the 13F form we can see an increase of $53.7M in the current position value, from $667M to 720M.
Below you can find more details about Patriot Financial Group Insurance Agency, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$720 Million
ETFs: $399 Million
Technology: $78.4 Million
Financial Services: $44.7 Million
Industrials: $41.3 Million
Healthcare: $35.3 Million
Consumer Cyclical: $32.5 Million
Communication Services: $27.2 Million
Consumer Defensive: $21.5 Million
Other: $30 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
