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 101–150 of 501
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MBB | ISHARES TR | 24K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 83K | $1M+ | SH |
| UL | UNILEVER PLC | 35K | $1M+ | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 359K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 27K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 30K | $1M+ | SH |
| IJH | ISHARES TR | 33K | $1M+ | SH |
| DGRO | ISHARES TR | 31K | $1M+ | SH |
| SFLO | VICTORY PORTFOLIOS II | 73K | $1M+ | SH |
| ONEQ | FIDELITY COMWLTH TR | 23K | $1M+ | SH |
| IYW | ISHARES TR | 11K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 52K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 31K | $1M+ | SH |
| XTEN | BONDBLOXX ETF TRUST | 45K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 17K | $1M+ | SH |
| MCK | MCKESSON CORP | 3K | $1M+ | SH |
| KGC | KINROSS GOLD CORP | 68K | $1M+ | SH |
| ITA | ISHARES TR | 9K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 34K | $1M+ | SH |
| CSCO | CISCO SYS INC | 25K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 52K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 21K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 25K | $1M+ | SH |
| DIS | DISNEY WALT CO | 16K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| RWJ | INVESCO EXCH TRADED FD TR II | 36K | $1M+ | SH |
| MCD | MCDONALDS CORP | 6K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 23K | $1M+ | SH |
| CFO | VICTORY PORTFOLIOS II | 23K | $1M+ | SH |
| PAUG | INNOVATOR ETFS TRUST | 40K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 32K | $1M+ | SH |
| ARKK | ARK ETF TR | 22K | $1M+ | SH |
| BKSY | BLACKSKY TECHNOLOGY INC | 91K | $1M+ | SH |
| PJUL | INNOVATOR ETFS TRUST | 37K | $1M+ | SH |
| CI | THE CIGNA GROUP | 6K | $1M+ | SH |
| RPM | RPM INTL INC | 16K | $1M+ | SH |
| PJAN | INNOVATOR ETFS TRUST | 35K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 29K | $1M+ | SH |
| RWK | INVESCO EXCH TRADED FD TR II | 13K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 3K | $1M+ | SH |
| FTNT | FORTINET INC | 20K | $1M+ | SH |
| MTUM | ISHARES TR | 6K | $1M+ | SH |
| BUFF | INNOVATOR ETFS TRUST | 32K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 34K | $1M+ | SH |
| POCT | INNOVATOR ETFS TRUST | 35K | $1M+ | SH |
| ETR | ENTERGY CORP NEW | 16K | $1M+ | SH |
| PNOV | INNOVATOR ETFS TRUST | 36K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 15K | $1M+ | SH |
| NYF | ISHARES TR | 27K | $1M+ | SH |
| NEAR | ISHARES U S ETF TR | 28K | $1M+ | SH |