Patriot Financial Group Insurance Agency, LLC Incresed Positions in Q4 2024

Patriot Financial Group Insurance Agency, LLC

  • $704 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ADSK
Autodesk, Inc.

Technology
129
+ 5.94%
N/A
2.3K $565K
SRE
Sempra Energy

Utilities
5
+ 0.07%
$80.81 - $94.77 $404 - $474
7.58K $665K
BR
Broadridge Financial Solutions, Inc.

Technology
33
+ 1.53%
$209.64 - $236.44 $6.92K - $7.8K
2.18K $493K
SCHV
Schwab Strategic Tr Us Large C

ETFs
18.5K
+ 222.4%
$25.79 - $80.4 $477K - $1.49M
26.8K $698K
XLE
Energy Sector Spdr

ETFs
540
+ 6.64%
$83.32 - $97.27 $45K - $52.5K
8.67K $743K
TXN
Texas Instruments Inc

Technology
145
+ 3.77%
N/A
3.99K $777K
KKR
Kkr & Co. Inc.

Financial Services
1
+ 0.06%
$129.87 - $162.87 $130 - $163
1.64K $242K
RWL
Invesco Exchange Traded Fd Tr

ETFs
282
+ 5.79%
$97.11 - $104.1 $27.4K - $29.4K
5.16K $504K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
107
+ 0.32%
$35.07 - $36.08 $3.75K - $3.86K
34.1K $1.22M
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.12%
$246.06 - $292.59 $246 - $293
830 $231K
EPD
Enterprise Products Partners L.P.

Energy
30
+ 0.28%
$28.66 - $34.43 $860 - $1.03K
10.6K $331K
ZBRA
Zebra Technologies Corp

Technology
14
+ 1.2%
$360.09 - $411.94 $5.04K - $5.77K
1.18K $454K
USB
Us Bancorp \De\

Financial Services
158
+ 2.03%
$43.98 - $53.66 $6.95K - $8.48K
7.94K $379K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.01K
+ 218.42%
$27.54 - $83.04 $248K - $749K
13.1K $364K
HBI
Hanesbrands Inc.

Consumer Cyclical
412
+ 1.74%
$6.91 - $8.91 $2.85K - $3.67K
24K $195K
ADI
Analog Devices Inc

Technology
536
+ 10.39%
$206.35 - $236.48 $111K - $127K
5.7K $1.21M
MBB
Ishares Tr

ETFs
1.15K
+ 5.69%
$91.26 - $95.82 $105K - $111K
21.4K $1.97M
ARCC
Ares Capital Corp

Financial Services
390
+ 3.04%
$20.74 - $22.27 $8.09K - $8.69K
13.2K $289K
DDD
3 D Systems Corp

Technology
5.04K
+ 79.92%
$2.67 - $4.09 $13.4K - $20.6K
11.3K $37K
PAGP
Plains Gp Holdings LP

Energy
1.11K
+ 10.28%
$17.2 - $20.02 $19.1K - $22.3K
11.9K $219K
GNMA
Ishares Gnma Bond ETF

ETFs
666
+ 10.54%
$42.8 - $44.74 $28.5K - $29.8K
6.98K $299K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
571
+ 5.21%
$40.26 - $42.88 $23K - $24.5K
11.5K $467K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.12K
+ 29.67%
$82.28 - $117.52 $91.7K - $131K
4.87K $413K
VEEV
Veeva Systems Inc

Healthcare
51
+ 0.74%
$201.81 - $250.45 $10.3K - $12.8K
6.98K $1.47M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
1
+ 0.03%
$79.95 - $89.42 $80 - $89.4
3.31K $276K
PLBY
Plby Group, Inc.

Consumer Cyclical
890
+ 5.78%
$0.68 - $1.88 $605 - $1.67K
16.3K $23K
INGR
Ingredion Inc

Consumer Defensive
74
+ 1.81%
$132.76 - $154.86 $9.82K - $11.5K
4.16K $572K
WMG
Warner Music Group Corp.

Communication Services
408
+ 3.44%
$30.73 - $33.67 $12.5K - $13.7K
12.3K $380K
FENY
Fidelity Covington Tr Msci Ene

ETFs
1.02K
+ 1.58%
$23.14 - $26.91 $23.7K - $27.6K
65.8K $1.57M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
90
+ 2.26%
N/A
4.07K $254K
OEF
Ishares S&P 100 ETF

ETFs
21
+ 1.55%
N/A
1.37K $365K
BDX
Becton Dickinson & CO

Healthcare
312
+ 6.64%
$220.02 - $243.75 $68.6K - $76.1K
5.01K $1.14M
APD
Air Products & Chemicals, Inc.

Basic Materials
121
+ 3.03%
$285.5 - $335.62 $34.5K - $40.6K
4.12K $1.2M
FIS
Fidelity National Information Services, Inc.

Technology
261
+ 4.46%
$80.14 - $90.95 $20.9K - $23.7K
6.12K $494K
IEMG
Ishares Inc

ETFs
52
+ 0.12%
N/A
42.4K $2.27M
CSF
Victory Portf Ii Shs Us Disc E

ETFs
11
+ 0.25%
$53.35 - $60.1 $587 - $661
4.5K $246K
SYK
Stryker Corp

Healthcare
6
+ 0.88%
$345.14 - $392.15 $2.07K - $2.35K
685 $246K
Victory Portfolios Ii
135K
+ 590.49%
N/A
157K $0
Proshares Tr
2.4K
+ 13.36%
N/A
20.4K $0
Labcorp Holdings Inc
55
+ 5.91%
N/A
986 $0
T Rowe Price ETF Inc
18K
+ 51.65%
N/A
52.9K $0
Blackrock ETF Trust
39.2K
+ 43.75%
N/A
129K $0
Capital Group Dividend Growe
3.78K
+ 32.51%
N/A
15.4K $0
PNOV
Innovator U.S. Equity Power Bu
3.86K
+ 14.41%
N/A
30.7K $0
Blackrock ETF Trust Ii
2.2K
+ 10.78%
N/A
22.6K $0
PDEC
Innovator U.S. Equity Power Bu
3.12K
+ 12.22%
N/A
28.7K $0
CGMS
Capital Grp Core Plus Income E
42.9K
+ 86.84%
N/A
92.2K $0
Gsk PLC
1.5K
+ 9.15%
N/A
17.9K $0
Capital Group Core Balanced
7.79K
+ 32.32%
N/A
31.9K $0
Activity Summary
Buys All Purchases 279 New Holdings 39 Increased Positions 240 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 7 Puts 0
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