Patriot Financial Group Insurance Agency, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationwestborough, MA
- CIK0001694883
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
493 | $745.97 M | IVV, IVE, AAPL, MSFT | 13F-HR | Apr 14, 2025 | 000166773125000420 | ||
481 | $745.88 M | IVV, B, IVE, AAPL | 13F-HR | Jan 22, 2025 | 000166773125000088 | ||
501 | $744.54 M | IVV, B, IVE, AAPL | 13F-HR | Oct 24, 2024 | 000169488324000004 | ||
481 | $679.74 M | IVV, B, IVE, MSFT | 13F-HR | Jul 26, 2024 | 000169488324000003 | ||
482 | $629.07 M | IVV, B, IVE, SCHG | 13F-HR | Apr 30, 2024 | 000169488324000002 | ||
463 | $529.55 M | IVV, B, AAPL, SCHG | 13F-HR | Jan 19, 2024 | 000169488324000001 | ||
463 | $483.58 M | IVV, B, AAPL, SCHG | 13F-HR | Oct 19, 2023 | 000169488323000004 | ||
469 | $530.55 M | IVV, B, AAPL, SCHG | 13F-HR | Jul 17, 2023 | 000169488323000003 | ||
461 | $493.17 M | IVV, B, AAPL, SCHG | 13F-HR | Apr 20, 2023 | 000169488323000002 | ||
432 | $744.05 M | USS, B, IVV, SCHG | 13F-HR | Jan 17, 2023 | 000169488323000001 | ||
402 | $410.44 M | IVV, B, AAPL, SCHG | 13F-HR | Nov 1, 2022 | 000169488322000006 | ||
2,138 | $492.59 M | IVV, B, DIS, AAPL | 13F-HR | Jul 29, 2022 | 000169488322000003 | ||
2,138 | $561.51 M | B, IVV, AAPL, SCHG | 13F-HR | May 11, 2022 | 000169488322000002 | ||
2,227 | $601.99 M | B, IVV, AAPL, SCHG | 13F-HR | Jan 10, 2022 | 000169488322000001 | ||
2,214 | $564.23 M | B, IVV, AAPL, SCHG | 13F-HR | Nov 24, 2021 | 000169488321000008 | ||
2,146 | $547.47 M | B, IVV, AAPL, VIG | 13F-HR | Jul 30, 2021 | 000169488321000004 | ||
2,058 | $436.38 M | B, AAPL, VIG, SCHG | 13F-HR | Apr 29, 2021 | 000169488321000003 | ||
1,926 | $398.89 M | B, AAPL, VIG, SCHG | 13F-HR | Jan 15, 2021 | 000169488321000001 | ||
1,840 | $307.45 M | B, AAPL, VIG, DNOV | 13F-HR | Oct 21, 2020 | 000169488320000004 | ||
1,836 | $261.42 M | B, VIG, AAPL, SCHG | 13F-HR | Jul 10, 2020 | 000169488320000003 | ||
1,750 | $218.92 M | B, VIG, CFA, AAPL | 13F-HR | Apr 15, 2020 | 000169488320000002 | ||
1,442 | $266.62 M | B, DBEF, VIG, CFA | 13F-HR | Jan 22, 2020 | 000169488320000001 | ||
1,438 | $222.40 M | B, VIG, CFA, SCHG | 13F-HR | Oct 25, 2019 | 000169488319000005 | ||
1,427 | $231.76 M | B, CFA, IVV, EOS | 13F-HR | Aug 7, 2019 | 000169488319000004 | ||
1,325 | $194.95 M | B, CFA, SCHG, FSK | 13F-HR | Apr 29, 2019 | 000169488319000002 | ||
1,301 | $151.99 M | B, CFA, SCHG, FSK | 13F-HR | Feb 4, 2019 | 000169488319000001 | ||
993 | $167.55 M | B, CFA, SCHG, CLNC | 13F-HR | Oct 30, 2018 | 000169488318000009 | ||
577 | $93.51 M | CFA, SCHG, FSK, ROAM | 13F-HR | Aug 14, 2018 | 000169488318000007 | ||
945 | $135.15 M | CFA, FSK, CEY, NEAR | 13F-HR | May 14, 2018 | 000169488318000005 | ||
931 | $133.68 M | CFA, FSK, CEZ, LVHI | 13F-HR | Feb 14, 2018 | 000169488318000004 | ||
905 | $111.92 M | CFA, FSK, CEZ, LVHI | 13F-HR | Oct 26, 2017 | 000169488317000004 | ||
914 | $95.98 M | CFA, FSK, XLB, LVHI | 13F-HR | Aug 8, 2017 | 000169488317000003 | ||
817 | $94.88 M | CFA, CHTR, FSK, DVY | 13F-HR | May 5, 2017 | 000169488317000002 | ||
757 | $73.14 M | CFA, FSK, LVHI, DVY | 13F-HR | Mar 2, 2017 | 000169488317000001 |