Patriot Financial Group Insurance Agency, LLC Options Holdings

Patriot Financial Group Insurance Agency, LLC

$795 Million
Q2 2025

Options Holdings Table

Stock	Option Type	Value	Options Held	Last Trade	Trade History
NVDA Nvidia Corp Technology	PUT	$268,000	1.7K	Q2 2025 New holding
SPY Spdr S&P 500 ETF Trust ETFs	PUT	$123,000	200	Q2 2025 New holding
DDD 3 D Systems Corp Technology	CALL	$15,000	10K	Q2 2025 Reduced 68.25%
MRVL Marvell Technology, Inc. Technology	CALL	$15,000	200	Q2 2025 New holding
MU Micron Technology Inc Technology	CALL	$36,000	300	Q2 2025 Reduced 70.0%
PFE Pfizer Inc Healthcare	CALL	$29,000	1.2K	Q1 2025 New holding
RGTI Rigetti Computing, Inc. Technology	CALL	$2,000	200	Q2 2025 New holding
GLD Spdr Gold Trust ETFs	CALL	$30,000	100	Q2 2025 New holding

Summary

Portfolio
No. of Stocks 536
Current Value $795 Million
Prior Value $685 Million
Filing
Period Q2 2025
Filing Date July 21, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 67 stocks
Additional Purchases 301 stocks
Sold out of 0 stocks
Reduced holdings in 139 stocks

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