Patriot Financial Group Insurance Agency, LLC
Q2 2025 13F Holdings
- Locationwestborough, MA
- Num holdings
536
- Value ($000)
$871,360
- Date Filed07/21/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $45.55M | 5 % | 73,358 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $21.98M | 3 % | 112,496 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $20.62M | 2 % | 41,463 | ||
AAPL APPLE INC | COM | 037833100 | $16.18M | 2 % | 78,885 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $15.68M | 2 % | 99,223 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $12.98M | 2 % | 22,847 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $12.46M | 1 % | 426,592 | ||
AMZN AMAZON COM INC | COM | 023135106 | $12.27M | 1 % | 55,917 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $11.95M | 1 % | 109,378 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $11.70M | 1 % | 24,087 |
Rows Per Page
10
- 10
- 50
- 100