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
CEG
Constellation Energy Corp

Utilities
24
+ 2.04%
$224.28 - $285.52 $5.38K - $6.85K
1.2K $269K
URI
United Rentals, Inc.

Industrials
54
+ 7.17%
$704.44 - $880.32 $38K - $47.5K
807 $568K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
930
+ 6.56%
$60.13 - $67.31 $55.9K - $62.6K
15.1K $918K
LAMR
Lamar Advertising CO

Real Estate
345
+ 4.84%
$121.37 - $138.11 $41.9K - $47.6K
7.47K $909K
ALLE
Allegion PLC

Industrials
13
+ 0.37%
$130.63 - $153.36 $1.7K - $1.99K
3.51K $458K
NEE
Nextera Energy Inc

Utilities
84
+ 1.84%
$69.77 - $85.43 $5.86K - $7.18K
4.65K $333K
NVS
Novartis Ag

Healthcare
1.39K
+ 12.93%
$96.78 - $117.18 $134K - $163K
12.1K $1.18M
UPS
United Parcel Service Inc

Industrials
11
+ 0.2%
$122.65 - $138.35 $1.35K - $1.52K
5.58K $704K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.52K
+ 6.82%
$34.13 - $37.35 $120K - $132K
55.1K $1.88M
SNY
Sanofi

Healthcare
2.86K
+ 13.59%
$45.89 - $57.31 $131K - $164K
23.9K $1.15M
SBUX
Starbucks Corp

Consumer Cyclical
600
+ 3.24%
$87.44 - $102.5 $52.5K - $61.5K
19.1K $1.74M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.18K
+ 2.72%
$57.53 - $60.83 $240K - $254K
158K $9.07M
KO
Coca Cola CO

Consumer Defensive
1.1K
+ 7.42%
$61.74 - $71.71 $67.7K - $78.6K
15.9K $988K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
12
+ 0.03%
$26.16 - $28.82 $314 - $346
38.3K $1M
DGRO
Ishares Core Dividend Growth E

ETFs
2.21K
+ 1.41%
$60.73 - $64.94 $134K - $144K
159K $9.76M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.05%
$164.99 - $203.87 $330 - $408
3.96K $703K
DEO
Diageo PLC

Consumer Defensive
105
+ 1.48%
$118.0 - $139.88 $12.4K - $14.7K
7.22K $917K
PFE
Pfizer Inc

Healthcare
391
+ 1.02%
$24.8 - $30.19 $9.7K - $11.8K
38.7K $1.03M
GPC
Genuine Parts CO

Consumer Cyclical
241
+ 4.94%
$113.11 - $143.63 $27.3K - $34.6K
5.12K $598K
LMT
Lockheed Martin Corp

Industrials
75
+ 5.82%
$479.66 - $614.62 $36K - $46.1K
1.36K $662K
CPRI
Capri Holdings LTD

Consumer Cyclical
5.77K
+ 57.66%
$19.39 - $43.18 $112K - $249K
15.8K $332K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
240
+ 1.32%
$58.88 - $64.8 $14.1K - $15.6K
18.5K $1.09M
HII
Huntington Ingalls Industries, Inc.

Industrials
239
+ 13.03%
$184.96 - $264.65 $44.2K - $63.3K
2.07K $391K
OMC
Omnicom Group Inc.

Communication Services
843
+ 8.03%
$85.82 - $105.47 $72.3K - $88.9K
11.3K $976K
MDT
Medtronic PLC

Healthcare
1.18K
+ 5.12%
$79.61 - $92.24 $94K - $109K
24.3K $1.94M
IQV
Iqvia Holdings Inc.

Healthcare
661
+ 9.83%
$190.97 - $236.63 $126K - $156K
7.38K $1.45M
GE
General Electric CO

Industrials
4
+ 0.06%
$159.95 - $194.23 $640 - $777
6.97K $1.16M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.51K
+ 65.26%
$22.4 - $68.28 $78.5K - $239K
8.88K $205K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
82
+ 2.42%
$396.64 - $516.74 $32.5K - $42.4K
3.47K $1.4M
AMT
American Tower Corp

Real Estate
133
+ 3.02%
$179.4 - $232.01 $23.9K - $30.9K
4.53K $831K
IQLT
Ishares Msci Intl Quality Fact

ETFs
6.37K
+ 6.26%
$37.12 - $41.23 $237K - $263K
108K $4.01M
UNH
Unitedhealth Group Inc

Healthcare
102
+ 2.99%
$485.52 - $625.25 $49.5K - $63.8K
3.52K $1.78M
AMGN
Amgen Inc

Healthcare
67
+ 1.55%
$258.78 - $328.31 $17.3K - $22K
4.38K $1.14M
CVS
Cvs Health Corp

Healthcare
268
+ 1.69%
$43.78 - $67.46 $11.7K - $18.1K
16.1K $722K
DFAI
Dimensional ETF Tr

ETFs
3.23K
+ 2.22%
$29.0 - $31.6 $93.7K - $102K
148K $4.34M
CMCSA
Comcast Corp

Communication Services
2.72K
+ 2.94%
$37.39 - $45.14 $102K - $123K
95.1K $3.57M
ELV
Elevance Health, Inc.

Healthcare
478
+ 11.91%
$365.96 - $514.62 $175K - $246K
4.49K $1.66M
IIPR
Innovative Industrial Properties Inc

Real Estate
11
+ 0.17%
$66.64 - $135.61 $733 - $1.49K
6.38K $425K
SCHG
Schwab Strategic Tr Us Large C

ETFs
300K
+ 188.9%
$25.93 - $105.3 $7.77M - $31.5M
458K $12.8M
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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