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 51–100 of 501
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RTX | RTX CORPORATION | 23K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 42K | $1M+ | SH |
| IUSB | ISHARES TR | 89K | $1M+ | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 156K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 19K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 129K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 112K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 17K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 6K | $1M+ | SH |
| IJR | ISHARES TR | 30K | $1M+ | SH |
| SIXO | AIM ETF PRODUCTS TRUST | 100K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 89K | $1M+ | SH |
| ABBV | ABBVIE INC | 15K | $1M+ | SH |
| BDX | BECTON DICKINSON & CO | 17K | $1M+ | SH |
| COWG | PACER FDS TR | 96K | $1M+ | SH |
| NEM | NEWMONT CORP | 33K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 13K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 42K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 140K | $1M+ | SH |
| EFV | ISHARES TR | 45K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 69K | $1M+ | SH |
| HD | HOME DEPOT INC | 9K | $1M+ | SH |
| GOOGL | ALPHABET INC | 10K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 32K | $1M+ | SH |
| V | VISA INC | 9K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 20K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 30K | $1M+ | SH |
| OMC | OMNICOM GROUP INC | 35K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 64K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 46K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 10K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 42K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 4K | $1M+ | SH |
| NVS | NOVARTIS AG | 19K | $1M+ | SH |
| HWM | HOWMET AEROSPACE INC | 12K | $1M+ | SH |
| BWZ | SPDR SERIES TRUST | 93K | $1M+ | SH |
| SPBU | AIM ETF PRODUCTS TRUST | 89K | $1M+ | SH |
| ENB | ENBRIDGE INC | 52K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 16K | $1M+ | SH |
| USTB | VICTORY PORTFOLIOS II | 49K | $1M+ | SH |
| QCOM | QUALCOMM INC | 14K | $1M+ | SH |
| FLMI | FRANKLIN TEMPLETON ETF TR | 99K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 9K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 21K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 7K | $1M+ | SH |
| GEV | GE VERNOVA INC | 4K | $1M+ | SH |
| B | BARRICK MNG CORP | 54K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| EUHY | ISHARES INC | 44K | $1M+ | SH |
| TCAF | T ROWE PRICE ETF INC | 61K | $1M+ | SH |