CIK 1694883
Patriot Financial Group Insurance Agency, LLC
Institutional 13F holdings & portfolio
Holdings
501
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 501
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BMY | BRISTOL-MYERS SQUIBB CO | 4K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 568 | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 823 | $100K–$500K | SH |
| BBUS | J P MORGAN EXCHANGE TRADED F | 2K | $100K–$500K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 2K | $100K–$500K | SH |
| EC | ECOPETROL S A | 22K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| DTE | DTE ENERGY CO | 2K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| CAG | CONAGRA BRANDS INC | 12K | $100K–$500K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 824 | $100K–$500K | SH |
| TDVI | FIRST TR EXCHANGE-TRADED FD | 8K | $100K–$500K | SH |
| IBUY | AMPLIFY ETF TR | 3K | $100K–$500K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 2K | $100K–$500K | SH |
| RBLX | ROBLOX CORP | 3K | $100K–$500K | SH |
| SPBW | AIM ETF PRODUCTS TRUST | 8K | $100K–$500K | SH |
| DFSD | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| FSMB | FIRST TR EXCH TRADED FD III | 10K | $100K–$500K | SH |
| MMM | 3M CO | 1K | $100K–$500K | SH |
| NBIS | NEBIUS GROUP N.V. | 2K | $100K–$500K | SH |
| QQQH | NEOS ETF TRUST | 4K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP | 2K | $100K–$500K | SH |
| XHB | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| NDMO | NUVEEN DYNAMIC MUN OPPORTUNI | 19K | $100K–$500K | SH |
| BBDC | BARINGS BDC INC | 19K | $100K–$500K | SH |
| NVG | NUVEEN AMT FREE MUN CR INC F | 14K | $100K–$500K | SH |
| TRIP | TRIPADVISOR INC | 12K | $100K–$500K | SH |
| UUUU | ENERGY FUELS INC | 11K | $100K–$500K | SH |
| UROY | URANIUM RTY CORP | 45K | $100K–$500K | SH |
| WEN | WENDYS CO | 18K | $100K–$500K | SH |
| ASM | AVINO SILVER & GOLD MINES LT | 24K | $100K–$500K | SH |
| RKT | ROCKET COS INC | 8K | $100K–$500K | SH (Put) |
| PCT | PURECYCLE TECHNOLOGIES INC | 17K | $100K–$500K | SH |
| BLND | BLEND LABS INC | 45K | $100K–$500K | SH |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | 18K | $100K–$500K | SH |
| BBBY | BED BATH & BEYOND INC | 23K | $100K–$500K | SH |
| ASPI | ASP ISOTOPES INC | 22K | $100K–$500K | SH |
| SG | SWEETGREEN INC | 17K | $100K–$500K | SH |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | 20K | $100K–$500K | SH |
| BRSP | BRIGHTSPIRE CAPITAL INC | 17K | $50K–$100K | SH |
| UWMC | UWM HOLDINGS CORPORATION | 19K | $50K–$100K | SH |
| BMBL | BUMBLE INC | 13K | $15K–$50K | SH |
| EDIT | EDITAS MEDICINE INC | 15K | $15K–$50K | SH |
| PFE | PFIZER INC | 1K | $15K–$50K | SH (Call) |
| MU | MICRON TECHNOLOGY INC | 100 | $15K–$50K | SH (Call) |
| KOPN | KOPIN CORP | 11K | $15K–$50K | SH |
| DDD | 3-D SYS CORP DEL | 13K | $15K–$50K | SH |
| PLBY | PLAYBOY INC | 11K | $15K–$50K | SH |
| PATH | UIPATH INC | 1K | $15K–$50K | SH (Call) |