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 251–300 of 501
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SRE | SEMPRA | 8K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| ES | EVERSOURCE ENERGY | 10K | $500K+ | SH |
| WELL | WELLTOWER INC | 4K | $500K+ | SH |
| VOT | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| COO | COOPER COS INC | 8K | $500K+ | SH |
| INGR | INGREDION INC | 6K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| EWZ | ISHARES INC | 20K | $500K+ | SH |
| SOXX | ISHARES TR | 2K | $500K+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 18K | $500K+ | SH |
| IWB | ISHARES TR | 2K | $500K+ | SH |
| VRSN | VERISIGN INC | 3K | $500K+ | SH |
| TJX | TJX COS INC NEW | 4K | $500K+ | SH |
| FIVA | FIDELITY COVINGTON TRUST | 18K | $500K+ | SH |
| FCX | FREEPORT-MCMORAN INC | 12K | $500K+ | SH |
| LCTU | BLACKROCK ETF TRUST | 8K | $500K+ | SH |
| EMB | ISHARES TR | 6K | $500K+ | SH |
| PRU | PRUDENTIAL FINL INC | 5K | $500K+ | SH |
| BAC-PL | BANK AMERICA CORP | 453 | $500K+ | SH |
| URA | GLOBAL X FDS | 13K | $500K+ | SH |
| SOUN | SOUNDHOUND AI INC | 56K | $500K+ | SH |
| WFC-PL | WELLS FARGO CO NEW | 461 | $500K+ | SH |
| PTLC | PACER FDS TR | 10K | $500K+ | SH |
| TM | TOYOTA MOTOR CORP | 3K | $500K+ | SH |
| TNGY | TORTOISE CAPITAL SERIES TRUS | 61K | $500K+ | SH |
| SIXD | AIM ETF PRODUCTS TRUST | 18K | $500K+ | SH |
| AMLP | ALPS ETF TR | 11K | $500K+ | SH |
| CIB | GRUPO CIBEST SA | 8K | $500K+ | SH |
| DEO | DIAGEO PLC | 6K | $500K+ | SH |
| WH | WYNDHAM HOTELS & RESORTS INC | 7K | $500K+ | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 9K | $500K+ | SH |
| JXN | JACKSON FINANCIAL INC | 5K | $500K+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 1K | $500K+ | SH |
| C | CITIGROUP INC | 4K | $500K+ | SH |
| TGT | TARGET CORP | 5K | $100K–$500K | SH |
| VFC | V F CORP | 27K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 996 | $100K–$500K | SH |
| DSI | ISHARES TR | 4K | $100K–$500K | SH |
| CDC | VICTORY PORTFOLIOS II | 7K | $100K–$500K | SH |
| NUE | NUCOR CORP | 3K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $100K–$500K | SH |
| SHLD | GLOBAL X FDS | 7K | $100K–$500K | SH |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 2K | $100K–$500K | SH |
| VCRB | VANGUARD MALVERN FDS | 6K | $100K–$500K | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 10K | $100K–$500K | SH |
| NXPI | NXP SEMICONDUCTORS N V | 2K | $100K–$500K | SH |
| TLH | ISHARES TR | 5K | $100K–$500K | SH |
| HYG | ISHARES TR | 6K | $100K–$500K | SH |
| CRK | COMSTOCK RES INC | 20K | $100K–$500K | SH |