Patriot Financial Group Insurance Agency, LLC

Q3 2025 13F Holdings

  • Location
    westborough, MA
  • Num holdings

    489

  • Value ($000)

    $781,246

  • Date Filed
    10/08/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$21.70M
3 %

41,897

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$20.70M
3 %

30,934

AAPL
AAPL

APPLE INC

COM
037833100
$19.47M
3 %

76,482

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$17.15M
2 %

91,934

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$13.00M
2 %

21,230

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$11.96M
2 %

23,795

AMZN
AMZN

AMAZON COM INC

COM
023135106
$10.29M
1 %

46,883

JEPI
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
46641Q332
$9.31M
1 %

163,002

DYNF
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$9.13M
1 %

154,245

META
META

META PLATFORMS INC

CL A
30303M102
$8.97M
1 %

12,216

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