Patriot Financial Group Insurance Agency, LLC Portfolio Holdings
Patriot Financial Group Insurance Agency, LLC
- $706 Million
- Q3 2025
Patriot Financial Group Insurance Agency, LLC has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $706 Million distributed in 489 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.7M, Ishares Core S&P 500 ETF with a value of $20.7M, Apple Inc. with a value of $19.5M, Nvidia Corp with a value of $17.2M, and Vanguard Index Fds S&P 500 ETF with a value of $13M.
Examining the 13F form we can see an decrease of $89.4M in the current position value, from $795M to 706M.
Below you can find more details about Patriot Financial Group Insurance Agency, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$706 Million
ETFs: $329 Million
Technology: $113 Million
Financial Services: $57.3 Million
Consumer Cyclical: $39.2 Million
Communication Services: $37.7 Million
Healthcare: $35.3 Million
Consumer Defensive: $27.1 Million
Industrials: $26 Million
Other: $32.1 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 489
- Current Value $706 Million
- Prior Value $795 Million
- Filing
- Period Q3 2025
- Filing Date October 08, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 54 stocks
- Additional Purchases 178 stocks
- Sold out of 0 stocks
- Reduced holdings in 229 stocks