Patriot Financial Group Insurance Agency, LLC
InsuranceTop Portfolio Positions
378 positions ·
$875,445,496 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
173,178 | $43,950,844 | 5.02% | |
| NVDA |
Nvidia Corp
Technology
|
223,334 | $38,949,449 | 4.45% | |
| MSFT |
Microsoft Corp
Technology
|
98,960 | $36,632,023 | 4.18% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
118,020 | $24,580,025 | 2.81% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
51,128 | $24,500,537 | 2.80% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
65,780 | $19,349,844 | 2.21% | |
| META |
Meta Platforms, Inc.
Communication Services
|
32,212 | $18,429,451 | 2.11% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
13,858 | $13,808,526 | 1.58% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
83,104 | $13,740,415 | 1.57% | |
| IAU |
Ishares Gold Trust
|
154,264 | $13,599,914 | 1.55% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BRSP
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $188,496 | 33,660 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $95,368 | 17,030 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $92,472 | 17,030 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $86,001 | 17,030 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $94,686 | 17,030 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $98,925 | 17,540 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $98,224 | 17,540 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $99,978 | 17,540 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $120,850 | 17,540 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $130,497 | 17,540 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $109,800 | 17,540 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $118,044 | 17,540 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $103,486 | 17,540 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $110,520 | 17,740 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $111,939 | 17,740 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $132,427 | 17,540 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $162,245 | 17,540 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $219,584 | 21,402 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $199,086 | 21,202 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $200,953 | 21,378 | Shares | Sole | 2021-07-30 | |
| No 13F history on record for this holder in this stock. | ||||||