Patriot Financial Group Insurance Agency
Insurance
$1.8B Assets Reported
711 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 173,178 | $44M | 2.5% |
| IVV | ISHARES TR | 61,386 | $40M | 2.3% |
| NVDA | NVIDIA CORPORATION | 223,334 | $39M | 2.2% |
| MSFT | MICROSOFT CORP | 98,960 | $37M | 2.1% |
| GOOG | ALPHABET INC | 111,516 | $32M | 1.8% |
| VOO | VANGUARD INDEX FDS | 47,374 | $28M | 1.6% |
| DYNF | BLACKROCK ETF TRUST | 450,242 | $26M | 1.5% |
| AMZN | AMAZON COM INC | 118,020 | $25M | 1.4% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 51,128 | $25M | 1.4% |
| JPM | JPMORGAN CHASE & CO | 65,780 | $19M | 1.1% |
Track Patriot Financial Group Insurance Agency's 13F portfolio: $1.8B in reported holdings, 711 positions. Top holdings, AUM, and quarterly changes on SentiSense.