Patriot Financial Group Insurance Agency, LLC Portfolio Holdings
Patriot Financial Group Insurance Agency, LLC
- $720 Million
- Q3 2024
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.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 501
- Current Value $720 Million
- Prior Value $667 Million
- Filing
- Period Q3 2024
- Filing Date October 24, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 45 stocks
- Additional Purchases 248 stocks
- Sold out of 0 stocks
- Reduced holdings in 181 stocks