Patriot Financial Group Insurance Agency, LLC Sells in Q1 2025

Patriot Financial Group Insurance Agency, LLC

  • $685 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-2.86K
- 3.75%
$554.06 - $615.85 $1.58M - $1.76M
73.2K $40.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-52.8K
- 58.06%
$71.17 - $73.66 $3.76M - $3.89M
38.1K $2.8M
NVDA
Nvidia Corp

Technology
-649
- 0.7%
$106.98 - $149.43 $69.4K - $97K
92.3K $10M
PVAL
Putnam ETF Tr Putnam Focused L
-56.9K
- 51.37%
$36.8 - $39.59 $2.09M - $2.25M
53.9K $2.03M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-19.1K
- 4.18%
$24.91 - $29.02 $477K - $555K
439K $11M
IVW
Ishares S&P 500 Growth ETF

ETFs
-6.39K
- 8.43%
$92.45 - $106.69 $591K - $682K
69.5K $6.43M
FLMI
Franklin Dynamic Municipal Bon

ETFs
-49.5K
- 37.66%
$24.22 - $24.86 $1.2M - $1.23M
81.9K $2M
IEMG
Ishares Inc

ETFs
-20.8K
- 49.03%
N/A
21.6K $1.16M
JHMM
John Hancock Multifactor Mid C

ETFs
-12.5K
- 11.68%
$55.69 - $63.12 $698K - $791K
94.8K $5.4M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-5.86K
- 13.34%
$117.4 - $131.02 $688K - $768K
38.1K $4.54M
VTI
Vanguard Total Stock Market Et

ETFs
-985
- 2.92%
$271.18 - $303.12 $267K - $299K
32.8K $8.96M
EFG
Msci Eafe Growth ETF

ETFs
-7.1K
- 40.19%
$96.1 - $106.37 $682K - $755K
10.6K $1.06M
DGRO
Ishares Core Dividend Growth E

ETFs
-9.71K
- 6.11%
$60.46 - $64.42 $587K - $626K
149K $9.13M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.92K
- 1.39%
$64.88 - $72.1 $125K - $139K
137K $8.94M
WMT
Walmart Inc.

Consumer Defensive
-3.74K
- 7.23%
$84.5 - $105.05 $316K - $392K
48K $4.21M
HTAB
Hartford Fds Exchange Traded

ETFs
-21K
- 26.73%
$18.95 - $19.6 $398K - $411K
57.5K $1.09M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-5.06K
- 18.69%
$36.64 - $45.76 $185K - $231K
22K $823K
PLTR
Palantir Technologies Inc.

Technology
-6.12K
- 34.37%
$64.98 - $124.62 $398K - $763K
11.7K $986K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-12K
- 42.97%
$29.72 - $31.94 $358K - $384K
16K $494K
NVO
Novo Nordisk A S

Healthcare
-2.64K
- 24.88%
$69.3 - $90.95 $183K - $240K
7.95K $552K
EIX
Edison International

Utilities
-2.03K
- 17.82%
$50.06 - $80.01 $102K - $162K
9.36K $551K
UITB
Usaa ETF Tr Core Intermediate

ETFs
-7.14K
- 22.94%
$45.41 - $47.18 $324K - $337K
24K $1.12M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-1.25K
- 10.7%
$16.25 - $41.86 $20.3K - $52.3K
10.4K $191K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-4K
- 17.48%
$58.38 - $64.16 $234K - $257K
18.9K $1.11M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-9.46K
- 11.57%
$16.57 - $18.85 $157K - $178K
72.3K $1.2M
EPI
Wisdomtree Tr India Earnings F

ETFs
-4.18K
- 7.16%
$40.08 - $45.85 $168K - $192K
54.3K $2.36M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-5.6K
- 30.32%
$58.01 - $64.46 $325K - $361K
12.9K $804K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-5.53K
- 36.21%
$49.22 - $51.73 $272K - $286K
9.74K $486K
LMT
Lockheed Martin Corp

Industrials
-442
- 32.43%
$423.19 - $506.29 $187K - $224K
921 $411K
ETN
Eaton Corp PLC

Industrials
-118
- 3.35%
$271.83 - $371.23 $32.1K - $43.8K
3.41K $925K
VYGR
Voyager Therapeutics, Inc.

Healthcare
-2.1K
- 1.87%
$3.38 - $6.04 $7.1K - $12.7K
110K $401K
IEFA
Ishares Tr

ETFs
-5.73K
- 16.74%
$69.57 - $78.65 $399K - $451K
28.5K $2.18M
AXP
American Express CO

Financial Services
-598
- 26.61%
$255.39 - $325.87 $153K - $195K
1.65K $443K
INTC
Intel Corp

Technology
-14.6K
- 33.96%
$19.1 - $27.39 $279K - $401K
28.5K $646K
QCOM
Qualcomm Inc

Technology
-1.35K
- 4.85%
$151.94 - $175.86 $204K - $237K
26.4K $4.06M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-13.6K
- 41.01%
$15.0 - $15.91 $204K - $216K
19.5K $303K
IWL
Ishares Tr Russell 200 ETF

ETFs
-1.04K
- 15.14%
$135.83 - $151.73 $141K - $158K
5.82K $795K
FTNT
Fortinet, Inc.

Technology
-2.36K
- 10.15%
$92.49 - $114.57 $219K - $271K
20.9K $2.01M
IIPR
Innovative Industrial Properties Inc

Real Estate
-2.54K
- 39.81%
$54.09 - $74.56 $137K - $189K
3.84K $244K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-3.15K
- 18.02%
$54.25 - $57.64 $171K - $181K
14.3K $790K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-3.44K
- 18.35%
$48.29 - $51.95 $166K - $179K
15.3K $755K
T
At&T Inc.

Communication Services
-13.7K
- 34.8%
$21.56 - $28.28 $295K - $387K
25.7K $725K
VFC
V F Corp

Consumer Cyclical
-482
- 1.75%
$15.52 - $26.93 $7.48K - $13K
27.1K $420K
MRK
Merck & Co., Inc.

Healthcare
-339
- 2.37%
$83.01 - $101.02 $28.1K - $34.2K
14K $1.25M
MMM
3 M CO

Industrials
-1.39K
- 49.38%
$129.7 - $155.12 $180K - $215K
1.42K $208K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-577
- 2.02%
$67.03 - $74.61 $38.7K - $43K
28K $1.89M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.78K
- 8.59%
$53.6 - $58.97 $95.2K - $105K
18.9K $1.03M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-4.11K
- 20.22%
$29.34 - $31.31 $121K - $129K
16.2K $479K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-11.1K
- 10.3%
$36.91 - $41.03 $411K - $457K
97K $3.88M
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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