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 401–450 of 501
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TMO | THERMO FISHER SCIENTIFIC INC | 470 | $100K–$500K | SH |
| GNMA | ISHARES TR | 6K | $100K–$500K | SH |
| EA | ELECTRONIC ARTS INC | 1K | $100K–$500K | SH |
| QALT | SEI EXCHANGE TRADED FUNDS | 11K | $100K–$500K | SH |
| TOL | TOLL BROTHERS INC | 2K | $100K–$500K | SH |
| SPBX | AIM ETF PRODUCTS TRUST | 10K | $100K–$500K | SH |
| FTHI | FIRST TR EXCHANGE TRADED FD | 11K | $100K–$500K | SH |
| IGSB | ISHARES TR | 5K | $100K–$500K | SH |
| COIN | COINBASE GLOBAL INC | 1K | $100K–$500K | SH |
| MET | METLIFE INC | 3K | $100K–$500K | SH |
| SHY | ISHARES TR | 3K | $100K–$500K | SH |
| GSIE | GOLDMAN SACHS ETF TR | 6K | $100K–$500K | SH |
| EMGF | ISHARES INC | 5K | $100K–$500K | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 7K | $100K–$500K | SH |
| OXY | OCCIDENTAL PETE CORP | 6K | $100K–$500K | SH |
| KKR | KKR & CO INC | 2K | $100K–$500K | SH |
| EFG | ISHARES TR | 2K | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP | 12K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| TJUL | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| BALT | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| W | WAYFAIR INC | 2K | $100K–$500K | SH |
| NVBW | AIM ETF PRODUCTS TRUST | 7K | $100K–$500K | SH |
| DFIC | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 1K | $100K–$500K | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 8K | $100K–$500K | SH |
| MFC | MANULIFE FINL CORP | 7K | $100K–$500K | SH |
| ADBE | ADOBE INC | 683 | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 14K | $100K–$500K | SH |
| TTE | TOTALENERGIES SE | 4K | $100K–$500K | SH |
| MP | MP MATERIALS CORP | 5K | $100K–$500K | SH |
| CALF | PACER FDS TR | 5K | $100K–$500K | SH |
| BCAT | BLACKROCK CAP ALLOCATION TER | 17K | $100K–$500K | SH |
| BSAC | BANCO SANTANDER CHILE NEW | 8K | $100K–$500K | SH |
| DFEM | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 402 | $100K–$500K | SH |
| CCJ | CAMECO CORP | 3K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 603 | $100K–$500K | SH |
| ESGE | ISHARES INC | 5K | $100K–$500K | SH |
| ETHA | ISHARES ETHEREUM TR | 10K | $100K–$500K | SH |
| INTC | INTEL CORP | 6K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| OCTU | AIM ETF PRODUCTS TRUST | 8K | $100K–$500K | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 5K | $100K–$500K | SH |
| PTC | PTC INC | 1K | $100K–$500K | SH |
| XLSR | SSGA ACTIVE TR | 4K | $100K–$500K | SH |
| MTN | VAIL RESORTS INC | 2K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 4K | $100K–$500K | SH |