Patriot Financial Group Insurance Agency, LLC
InsuranceTop Portfolio Positions
377 positions ·
$850,944,959 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
173,178 | $43,950,844 | 5.16% | |
| NVDA |
Nvidia Corp
Technology
|
223,334 | $38,949,449 | 4.58% | |
| MSFT |
Microsoft Corp
Technology
|
98,960 | $36,632,023 | 4.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
118,020 | $24,580,025 | 2.89% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
65,780 | $19,349,844 | 2.27% | |
| META |
Meta Platforms, Inc.
Communication Services
|
32,212 | $18,429,451 | 2.17% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
13,858 | $13,808,526 | 1.62% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
83,104 | $13,740,415 | 1.61% | |
| IAU |
Ishares Gold Trust
|
154,264 | $13,599,914 | 1.60% | |
| XOM |
Exxon Mobil Corp
Energy
|
78,012 | $13,235,515 | 1.56% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BBBY
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,415 | 49,012 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $125,225 | 22,935 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $180,968 | 18,485 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $118,666 | 17,248 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $122,345 | 21,094 | Shares | Sole | 2025-04-14 | |
| 2022-06-30 | $1,675 | 67 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $3,300 | 75 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $26,554 | 450 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $34,440 | 442 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $40,014 | 434 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $26,504 | 400 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $19,188 | 400 | Shares | Sole | 2021-01-15 | |
| No 13F history on record for this holder in this stock. | ||||||