Patriot Financial Group Insurance Agency, LLC

Q4 2024 13F Holdings

  • Location
    westborough, MA
  • Num holdings

    481

  • Value ($000)

    $745,874

  • Date Filed
    01/22/2025
  • Form type
    13F-HR
  • CIK
    0001694883
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$44.77M
6 %

76,047

B
B

BARNES GROUP INC

COM
067806109
$26.45M
4 %

559,772

IVE
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$18.33M
3 %

96,019

AAPL
AAPL

APPLE INC

COM
037833100
$18.23M
2 %

72,802

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$15.25M
2 %

36,180

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$12.77M
2 %

458,076

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$12.48M
2 %

92,902

AMZN
AMZN

AMAZON COM INC

COM
023135106
$10.30M
1 %

46,954

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$9.78M
1 %

33,760

DGRO
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$9.76M
1 %

159,089

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 481