Patriot Financial Group Insurance Agency, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Westborough, MA
CIK
0001694883
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 501 744,543 IVV, B, IVE, AAPL 13F-HR 10/24/2024 000169488324000004
Q2 2024 481 679,738 IVV, B, IVE, MSFT 13F-HR 7/26/2024 000169488324000003
Q1 2024 482 629,069 IVV, B, IVE, SCHG 13F-HR 4/30/2024 000169488324000002
Q4 2023 463 529,546 IVV, B, AAPL, SCHG 13F-HR 1/19/2024 000169488324000001
Q3 2023 463 483,582 IVV, B, AAPL, SCHG 13F-HR 10/19/2023 000169488323000004
Q2 2023 469 530,552 IVV, B, AAPL, SCHG 13F-HR 7/17/2023 000169488323000003
Q1 2023 461 493,168 IVV, B, AAPL, SCHG 13F-HR 4/20/2023 000169488323000002
Q4 2022 432 744,051 MRO puts, B, IVV, SCHG 13F-HR 1/17/2023 000169488323000001
Q3 2022 402 410,435 IVV, B, AAPL, SCHG 13F-HR 10/31/2022 000169488322000006
Q2 2022 2,138 492,594 IVV, B, DIS, AAPL 13F-HR 7/29/2022 000169488322000003
Q1 2022 2,138 561,512 B, IVV, AAPL, SCHG 13F-HR 5/10/2022 000169488322000002
Q4 2021 2,227 601,987 B, IVV, AAPL, SCHG 13F-HR 1/10/2022 000169488322000001
Q3 2021 2,214 564,230 B, IVV, AAPL, SCHG 13F-HR 11/24/2021 000169488321000008
Q2 2021 2,146 547,474 B, IVV, AAPL, VIG 13F-HR 7/30/2021 000169488321000004
Q1 2021 2,058 436,380 B, AAPL, VIG, SCHG 13F-HR 4/29/2021 000169488321000003
Q4 2020 1,926 398,894 B, AAPL, VIG, SCHG 13F-HR 1/15/2021 000169488321000001
Q3 2020 1,840 307,448 B, AAPL, VIG, DNOV 13F-HR 10/21/2020 000169488320000004
Q2 2020 1,836 261,415 B, VIG, AAPL, SCHG 13F-HR 7/10/2020 000169488320000003
Q1 2020 1,750 218,918 B, VIG, CFA, AAPL 13F-HR 4/15/2020 000169488320000002
Q4 2019 1,442 266,621 B, DBEF, VIG, CFA 13F-HR 1/22/2020 000169488320000001
Q3 2019 1,438 222,402 B, VIG, CFA, SCHG 13F-HR 10/25/2019 000169488319000005
Q2 2019 1,427 231,763 B, CFA, IVV, EOS 13F-HR 8/7/2019 000169488319000004
Q1 2019 1,325 194,947 B, CFA, SCHG, FSK 13F-HR 4/29/2019 000169488319000002
Q4 2018 1,301 151,985 B, CFA, SCHG, FSK 13F-HR 2/4/2019 000169488319000001
Q3 2018 993 167,546 B, CFA, SCHG, CLNC 13F-HR 10/30/2018 000169488318000009
Q2 2018 577 93,512 CFA, SCHG, FSK, ROAM 13F-HR 8/14/2018 000169488318000007
Q1 2018 945 135,151 CFA, FSK, CEY, NEAR 13F-HR 5/14/2018 000169488318000005
Q4 2017 931 133,680 CFA, FSK, CEZ, LVHI 13F-HR 2/14/2018 000169488318000004
Q3 2017 905 111,924 CFA, FSK, CEZ, LVHI 13F-HR 10/26/2017 000169488317000004
Q2 2017 914 95,981 CFA, FSK, XLB, LVHI 13F-HR 8/8/2017 000169488317000003
Q1 2017 817 94,882 CFA, CHTR, FSK, DVY 13F-HR 5/5/2017 000169488317000002
Q4 2016 757 73,136 CFA, FSK, LVHI, DVY 13F-HR 3/2/2017 000169488317000001