Patriot Financial Group Insurance Agency, LLC
InsuranceCIK
1694883
City
Westborough
State / Country
MA
Top 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 NDMO
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $391,555 | 38,052 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $190,481 | 18,897 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $232,341 | 22,362 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $219,495 | 21,797 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $205,610 | 20,040 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $167,113 | 16,678 | Shares | Sole | 2025-01-22 | |
| No 13F history on record for this holder in this stock. | ||||||