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 301–350 of 501
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ODFL | OLD DOMINION FREIGHT LINE IN | 3K | $100K–$500K | SH |
| GJUL | FIRST TR EXCHNG TRADED FD VI | 11K | $100K–$500K | SH |
| IVLU | ISHARES TR | 12K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| TLT | ISHARES TR | 5K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 10K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 3K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 2K | $100K–$500K | SH |
| CFA | VICTORY PORTFOLIOS II | 5K | $100K–$500K | SH |
| SLYG | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| FBND | FIDELITY MERRIMACK STR TR | 9K | $100K–$500K | SH |
| ILDR | FIRST TR EXCHNG TRADED FD VI | 13K | $100K–$500K | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 3K | $100K–$500K | SH |
| OKLO | OKLO INC | 6K | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 16K | $100K–$500K | SH |
| MUB | ISHARES TR | 4K | $100K–$500K | SH |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | 28K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $100K–$500K | SH |
| VYGR | VOYAGER THERAPEUTICS INC | 103K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 1K | $100K–$500K | SH |
| FMB | FIRST TR EXCH TRADED FD III | 8K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| DECW | AIM ETF PRODUCTS TRUST | 12K | $100K–$500K | SH |
| SUB | ISHARES TR | 4K | $100K–$500K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 8K | $100K–$500K | SH |
| SIXZ | AIM ETF PRODUCTS TRUST | 13K | $100K–$500K | SH |
| LYB | LYONDELLBASELL INDUSTRIES N | 9K | $100K–$500K | SH |
| CHWY | CHEWY INC | 12K | $100K–$500K | SH |
| IWF | ISHARES TR | 812 | $100K–$500K | SH |
| EAGG | ISHARES TR | 8K | $100K–$500K | SH |
| DVY | ISHARES TR | 3K | $100K–$500K | SH |
| TIP | ISHARES TR | 3K | $100K–$500K | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 7K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 4K | $100K–$500K | SH |
| LOW | LOWES COS INC | 2K | $100K–$500K | SH |
| SUSC | ISHARES TR | 16K | $100K–$500K | SH |
| HROW | HARROW INC | 8K | $100K–$500K | SH |
| KOID | KRANESHARES TRUST | 12K | $100K–$500K | SH |
| DJUL | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| NE | NOBLE CORP PLC | 13K | $100K–$500K | SH |
| FMX | FOMENTO ECONOMICO MEXICANO S | 4K | $100K–$500K | SH |
| IWR | ISHARES TR | 4K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 1K | $100K–$500K | SH |
| SPYI | NEOS ETF TRUST | 7K | $100K–$500K | SH |
| MOAT | VANECK ETF TRUST | 4K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| AFL | AFLAC INC | 3K | $100K–$500K | SH |
| APA | APA CORPORATION | 15K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 407 | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 2K | $100K–$500K | SH |