Patriot Financial Group Insurance Agency, LLC
InsuranceTop Portfolio Positions
378 positions ·
$875,262,784 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 | 4.19% | |
| 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 DDD
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,400 | 30,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $23,010 | 13,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $37,700 | 13,000 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $20,020 | 13,000 | Shares | Sole | 2025-07-21 | |
| 2025-06-30 | $15,400 | 10,000 | Call | Sole | 2025-07-21 | |
| 2025-03-31 | $66,780 | 31,500 | Call | Sole | 2025-04-14 | |
| 2025-03-31 | $27,560 | 13,000 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $37,178 | 11,335 | Shares | Sole | 2025-01-22 | |
| 2024-12-31 | $16,400 | 5,000 | Call | Sole | 2025-01-22 | |
| 2024-09-30 | $12,780 | 4,500 | Call | Sole | 2024-10-24 | |
| 2024-09-30 | $17,892 | 6,300 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $142,141 | 46,300 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $257,218 | 57,932 | Shares | Sole | 2024-04-30 | |
| 2024-03-31 | $8,880 | 2,000 | Call | Sole | 2024-04-30 | |
| 2023-12-31 | $274,955 | 43,300 | Shares | Sole | 2024-01-19 | |
| 2023-12-31 | $57,150 | 9,000 | Call | Sole | 2024-01-19 | |
| 2023-09-30 | $212,603 | 43,300 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $459,759 | 46,300 | Shares | Sole | 2023-07-17 | |
| 2023-06-30 | $114,195 | 11,500 | Call | Sole | 2023-07-17 | |
| 2023-03-31 | $10,720 | 1,000 | Call | Sole | 2023-04-20 | |
| 2023-03-31 | $475,968 | 44,400 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $159,840 | 21,600 | Shares | Sole | 2023-01-17 | |
| 2021-09-30 | $13,785 | 500 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $19,985 | 500 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $13,720 | 500 | Shares | Sole | 2021-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||