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 351–400 of 501
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| SIXJ | AIM ETF PRODUCTS TRUST | 10K | $100K–$500K | SH |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| UNM | UNUM GROUP | 5K | $100K–$500K | SH |
| CSX | CSX CORP | 10K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| RTACU | RENATUS TACTICAL ACQUIS | 32K | $100K–$500K | SH |
| SEIE | SEI EXCHANGE TRADED FUNDS | 11K | $100K–$500K | SH |
| ZROZ | PIMCO ETF TR | 5K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| CEE | CENTRAL & EASTERN EUROPE FD | 19K | $100K–$500K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 7K | $100K–$500K | SH |
| SCHO | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| PWR | QUANTA SVCS INC | 791 | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 4K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 6K | $100K–$500K | SH |
| ESTA | ESTABLISHMENT LABS HLDGS INC | 5K | $100K–$500K | SH |
| CSAN | COSAN S A | 82K | $100K–$500K | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 9K | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 158 | $100K–$500K | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 7K | $100K–$500K | SH |
| JRI | NUVEEN REAL ASSET INCOME & G | 23K | $100K–$500K | SH |
| BIDU | BAIDU INC | 2K | $100K–$500K | SH |
| EBAY | EBAY INC. | 4K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 3K | $100K–$500K | SH |
| BBY | BEST BUY INC | 5K | $100K–$500K | SH |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 24K | $100K–$500K | SH |
| KSPI | KASPI KZ JSC | 4K | $100K–$500K | SH |
| FANG | DIAMONDBACK ENERGY INC | 2K | $100K–$500K | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 17K | $100K–$500K | SH |
| SUN | SUNOCO LP/SUNOCO FIN CORP | 6K | $100K–$500K | SH |
| JD | JD.COM INC | 10K | $100K–$500K | SH |
| IEV | ISHARES TR | 4K | $100K–$500K | SH |
| ARLU | AIM ETF PRODUCTS TRUST | 10K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| DFCF | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 1K | $100K–$500K | SH |
| OCTW | AIM ETF PRODUCTS TRUST | 7K | $100K–$500K | SH |
| RH | RH | 2K | $100K–$500K | SH |
| SWK | STANLEY BLACK & DECKER INC | 4K | $100K–$500K | SH |
| APRT | AIM ETF PRODUCTS TRUST | 7K | $100K–$500K | SH |
| CWST | CASELLA WASTE SYS INC | 3K | $100K–$500K | SH |
| USXF | ISHARES TR | 5K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 34K | $100K–$500K | SH |
| OCTT | AIM ETF PRODUCTS TRUST | 6K | $100K–$500K | SH |
| SIMO | SILICON MOTION TECHNOLOGY CO | 3K | $100K–$500K | SH |
| ULTA | ULTA BEAUTY INC | 457 | $100K–$500K | SH |
| APRW | AIM ETF PRODUCTS TRUST | 8K | $100K–$500K | SH |
| QLC | FLEXSHARES TR | 3K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 400 | $100K–$500K | SH (Put) |