Patriot Financial Group Insurance Agency, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $685 Million distributed in 493 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $40.8M, Ishares S&P 500 Value ETF with a value of $20.2M, Apple Inc. with a value of $16.2M, Microsoft Corp with a value of $14.6M, and Ishares Core S&P Sm Cap ETF with a value of $11.1M.
Examining the 13F form we can see an decrease of $19.2M in the current position value, from $704M to 685M.
Below you can find more details about Patriot Financial Group Insurance Agency, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$685 Million
ETFs: $379 Million
Technology: $74.9 Million
Financial Services: $52 Million
Consumer Cyclical: $34.7 Million
Healthcare: $34.1 Million
Communication Services: $29.4 Million
Consumer Defensive: $23.9 Million
Industrials: $19.7 Million
Other: $30.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
