Patriot Financial Group Insurance Agency, LLC New Holdings in Q1 2025

Patriot Financial Group Insurance Agency, LLC

  • $685 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FDVV
Fidelity High Dividend ETF

ETFs
82.9K
New
$48.86 - $52.28 $4.05M - $4.33M
82.9K $4.07M
INDA
Ishares Msci India Index Fund

ETFs
48.9K
New
$47.8 - $53.4 $2.34M - $2.61M
48.9K $2.51M
SMIN
Ishares Msci India Small Cap I

ETFs
32.8K
New
$61.54 - $77.16 $2.02M - $2.53M
32.8K $2.23M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
18.2K
New
$41.74 - $43.57 $761K - $794K
18.2K $765K
IRBO
Ishares Robotics & Artificial

ETFs
18.4K
New
N/A
18.4K $590K
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
17.1K
New
$31.51 - $33.34 $538K - $569K
17.1K $538K
OSTK
Overstock.Com, Inc

Consumer Cyclical
21.1K
New
N/A
21.1K $538K
XLG
Invesco Exchange Traded Fd Tr

ETFs
9.23K
New
$45.72 - $51.73 $422K - $477K
9.23K $423K
BMBL
Bumble Inc.

Technology
91.3K
New
$4.3 - $8.64 $392K - $788K
91.3K $396K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
31.5K
New
$11.63 - $13.3 $366K - $419K
31.5K $381K
VRT
Vertiv Holdings CO

Industrials
3.53K
New
N/A
3.53K $305K
HEFA
Ishares Currency Hedged Msci E

ETFs
8.11K
New
$34.83 - $37.52 $283K - $304K
8.11K $296K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
9.42K
New
N/A
9.42K $296K
CCJ
Cameco Corp

Energy
6.89K
New
$40.64 - $56.86 $280K - $392K
6.89K $283K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
15.4K
New
$18.01 - $18.31 $278K - $282K
15.4K $278K
BIO
Bio Rad Laboratories, Inc.

Healthcare
1.15K
New
$243.0 - $367.0 $278K - $420K
1.15K $278K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.98K
New
$128.74 - $138.67 $255K - $275K
1.98K $266K
BTI
British American Tobacco P.L.C.

Consumer Defensive
6.32K
New
$35.35 - $42.74 $224K - $270K
6.32K $261K
GOLD
Barrick Gold Corp

Basic Materials
13.2K
New
$15.45 - $19.56 $204K - $259K
13.2K $256K
CTAS
Cintas Corp

Industrials
1.19K
New
$182.09 - $208.14 $217K - $247K
1.19K $244K
AEP
American Electric Power CO Inc

Utilities
2.19K
New
$90.32 - $109.27 $198K - $239K
2.19K $239K
ESTA
Establishment Labs Holdings Inc.

Healthcare
5.73K
New
$28.51 - $47.28 $163K - $271K
5.73K $231K
ED
Consolidated Edison Inc

Utilities
2.09K
New
$88.0 - $110.59 $184K - $231K
2.09K $231K
DTE
Dte Energy CO

Utilities
1.67K
New
$117.6 - $138.27 $196K - $230K
1.67K $230K
AIQ
Global X Funds Global X Artifi

ETFs
6.23K
New
$36.38 - $42.77 $226K - $266K
6.23K $227K
HDV
Ishares Core High Dividend ETF

ETFs
1.89K
New
$110.86 - $121.12 $209K - $229K
1.89K $225K
ACHR
Archer Aviation Inc.

Industrials
30K
New
$6.8 - $11.51 $204K - $345K
30K $217K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
8.32K
New
$22.45 - $26.94 $187K - $224K
8.32K $215K
TTE
Total Energies Se

Energy
3.11K
New
N/A
3.11K $213K
DFIC
Dimensional ETF Tr Dimensional

ETFs
7.49K
New
$25.54 - $28.79 $191K - $216K
7.49K $209K
XLF
Financial Sector Spdr

ETFs
4.22K
New
$47.32 - $52.19 $200K - $220K
4.22K $207K
EMGF
Ishares Msci Emerging Markets

ETFs
4.44K
New
$44.18 - $48.23 $196K - $214K
4.44K $207K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.95K
New
$51.52 - $52.37 $204K - $207K
3.95K $206K
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.24K
New
$46.74 - $47.55 $198K - $201K
4.24K $201K
MFC
Manulife Financial Corp

Financial Services
6.43K
New
$28.41 - $31.82 $183K - $205K
6.43K $200K
CEE
Central & Eastern Europe Fund, Inc.

Financial Services
13.5K
New
$11.16 - $15.57 $151K - $211K
13.5K $200K
LYFT
Lyft, Inc.

Technology
14.7K
New
$11.27 - $15.12 $166K - $223K
14.7K $170K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
11.8K
New
$12.61 - $14.92 $149K - $176K
11.8K $169K
PR
Permian Resources Corporation

Energy
10.7K
New
$12.33 - $16.0 $132K - $171K
10.7K $147K
MGNI
Magnite, Inc.

Communication Services
11.2K
New
$11.41 - $21.17 $128K - $237K
11.2K $129K
CMP
Compass Minerals International Inc

Basic Materials
11.9K
New
$9.29 - $14.21 $110K - $169K
11.9K $113K
JBLU
Jetblue Airways Corp

Industrials
10.9K
New
$4.82 - $8.09 $52.7K - $88.5K
10.9K $56K
EDIT
Editas Medicine, Inc.

Healthcare
20.5K
New
$1.14 - $3.2 $23.4K - $65.6K
20.5K $25K
Aim ETF Products Trust
7.86K
New
N/A
7.86K $0
AZAO
Aim ETF Prods Trallianzim U S

ETFs
6.39K
New
N/A
6.39K $0
Invesco Actively Managed Exc
83.6K
New
N/A
83.6K $0
Aim ETF Products Trust
9.83K
New
N/A
9.83K $0
Blackrock ETF Trust
43K
New
N/A
43K $0
Blackrock ETF Trust
47.8K
New
N/A
47.8K $0
Activity Summary
Buys All Purchases 308 New Holdings 55 Increased Positions 253 Sells All Sells 170 Reductions 170 Sold out 0 Options Calls 5 Puts 0
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