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 201–250 of 501
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVEM | AMERICAN CENTY ETF TR | 13K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 22K | $1M+ | SH |
| HII | HUNTINGTON INGALLS INDS INC | 3K | $1M+ | SH |
| VEEV | VEEVA SYS INC | 5K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 22K | $1M+ | SH |
| VMI | VALMONT INDS INC | 2K | $500K+ | SH |
| ETN | EATON CORP PLC | 3K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 12K | $500K+ | SH |
| APP | APPLOVIN CORP | 1K | $500K+ | SH |
| LIN | LINDE PLC | 2K | $500K+ | SH |
| LYG | LLOYDS BANKING GROUP PLC | 180K | $500K+ | SH |
| QYLD | GLOBAL X FDS | 53K | $500K+ | SH |
| HTAB | HARTFORD FDS EXCHANGE TRADED | 49K | $500K+ | SH |
| IONQ | IONQ INC | 21K | $500K+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 28K | $500K+ | SH |
| KLAC | KLA CORP | 757 | $500K+ | SH |
| ALLE | ALLEGION PLC | 6K | $500K+ | SH |
| WEC | WEC ENERGY GROUP INC | 9K | $500K+ | SH |
| XBI | SPDR SERIES TRUST | 7K | $500K+ | SH |
| IUSG | ISHARES TR | 5K | $500K+ | SH |
| APD | AIR PRODS & CHEMS INC | 4K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 5K | $500K+ | SH |
| ESGU | ISHARES TR | 6K | $500K+ | SH |
| MS | MORGAN STANLEY | 5K | $500K+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 29K | $500K+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 6K | $500K+ | SH |
| UNP | UNION PAC CORP | 4K | $500K+ | SH |
| CWS | ADVISORSHARES TR | 12K | $500K+ | SH |
| SBUX | STARBUCKS CORP | 9K | $500K+ | SH |
| IEFA | ISHARES TR | 9K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 4K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 873 | $500K+ | SH |
| LNC | LINCOLN NATL CORP IND | 17K | $500K+ | SH |
| IPKW | INVESCO EXCH TRADED FD TR II | 14K | $500K+ | SH |
| RWL | INVESCO EXCH TRADED FD TR II | 7K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 14K | $500K+ | SH |
| WBD | WARNER BROS DISCOVERY INC | 26K | $500K+ | SH |
| GPC | GENUINE PARTS CO | 6K | $500K+ | SH |
| FIS | FIDELITY NATL INFORMATION SV | 11K | $500K+ | SH |
| YUMC | YUM CHINA HLDGS INC | 16K | $500K+ | SH |
| MTB | M & T BK CORP | 4K | $500K+ | SH |
| GCOR | GOLDMAN SACHS ETF TR | 18K | $500K+ | SH |
| SPYV | SPDR SERIES TRUST | 13K | $500K+ | SH |
| WMG | WARNER MUSIC GROUP CORP | 23K | $500K+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 11K | $500K+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 18K | $500K+ | SH |
| RTO | RENTOKIL INITIAL PLC | 24K | $500K+ | SH |
| DIVO | AMPLIFY ETF TR | 16K | $500K+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 2K | $500K+ | SH |
| GSUS | GOLDMAN SACHS ETF TR | 7K | $500K+ | SH |