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 151–200 of 501
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| T | AT&T INC | 58K | $1M+ | SH |
| PFEB | INNOVATOR ETFS TRUST | 35K | $1M+ | SH |
| PAPR | INNOVATOR ETFS TRUST | 36K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 3K | $1M+ | SH |
| KO | COCA COLA CO | 20K | $1M+ | SH |
| FFLC | FIDELITY COVINGTON TRUST | 26K | $1M+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 91K | $1M+ | SH |
| PMAR | INNOVATOR ETFS TRUST | 30K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 8K | $1M+ | SH |
| PDEC | INNOVATOR ETFS TRUST | 31K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 5K | $1M+ | SH |
| ISPY | PROSHARES TR | 29K | $1M+ | SH |
| RGTI | RIGETTI COMPUTING INC | 60K | $1M+ | SH |
| PMAY | INNOVATOR ETFS TRUST | 33K | $1M+ | SH |
| INTU | INTUIT | 2K | $1M+ | SH |
| F | FORD MTR CO | 97K | $1M+ | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 9K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 10K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| BLK | BLACKROCK INC | 1K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 15K | $1M+ | SH |
| SIXP | AIM ETF PRODUCTS TRUST | 40K | $1M+ | SH |
| OEF | ISHARES TR | 4K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 25K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 15K | $1M+ | SH |
| NOW | SERVICENOW INC | 8K | $1M+ | SH |
| CRSP | CRISPR THERAPEUTICS AG | 23K | $1M+ | SH |
| BA | BOEING CO | 6K | $1M+ | SH |
| LAMR | LAMAR ADVERTISING CO NEW | 9K | $1M+ | SH |
| PEP | PEPSICO INC | 8K | $1M+ | SH |
| GSK | GSK PLC | 24K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 14K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 2K | $1M+ | SH |
| UITB | VICTORY PORTFOLIOS II | 24K | $1M+ | SH |
| PSEP | INNOVATOR ETFS TRUST | 26K | $1M+ | SH |
| PJUN | INNOVATOR ETFS TRUST | 27K | $1M+ | SH |
| IAGG | ISHARES TR | 23K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 10K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| D | DOMINION ENERGY INC | 19K | $1M+ | SH (Call) |
| UNH | UNITEDHEALTH GROUP INC | 3K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 8K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 8K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 9K | $1M+ | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 30K | $1M+ | SH |
| COWZ | PACER FDS TR | 18K | $1M+ | SH |
| AIQ | GLOBAL X FDS | 21K | $1M+ | SH |
| WBS | WEBSTER FINL CORP | 17K | $1M+ | SH |
| MRK | MERCK & CO INC | 10K | $1M+ | SH |