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 JRI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $568,948 | 46,256 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $309,718 | 22,916 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $324,947 | 22,963 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $313,477 | 23,383 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $293,815 | 22,865 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $283,483 | 23,534 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $328,162 | 24,174 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $260,488 | 21,554 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $267,716 | 22,731 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $219,595 | 18,868 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $251,484 | 23,846 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $279,352 | 24,633 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $315,826 | 27,090 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $341,194 | 29,366 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $323,250 | 29,194 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $456,358 | 35,161 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $690,756 | 45,523 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $785,507 | 49,070 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $743,449 | 49,092 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $779,100 | 48,821 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $717,860 | 49,109 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $645,196 | 48,270 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $560,701 | 46,818 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $536,270 | 46,235 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $434,545 | 44,335 | Shares | Sole | 2020-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||