Patriot Financial Group Insurance Agency, LLC
Q1 2025 13F Holdings
- Locationwestborough, MA
- Num holdings
493
- Value ($000)
$745,966
- Date Filed04/14/2025
- Form type13F-HR
- CIK0001694883
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $41.13 M | 6 % | 73,192 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $20.40 M | 3 % | 107,020 | ||
AAPL APPLE INC | COM | 037833100 | $16.24 M | 2 % | 73,111 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $14.57 M | 2 % | 38,815 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $11.14 M | 2 % | 106,534 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $10.99 M | 2 % | 438,947 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $10.82 M | 2 % | 20,326 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $10.75 M | 1 % | 20,912 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $10.00 M | 1 % | 92,253 | ||
AMZN AMAZON COM INC | COM | 023135106 | $9.67 M | 1 % | 50,833 |
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