Notify me when Patriot Financial Group Insurance Agency, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 501 | $838,787,132 | +$102,980,444 | -$50,468,845 | +$52,511,599 | MSFT, AAPL, IVV, NVDA, GOOG | 13F-HR | 26 Jan 2026, 17:16 |
| Q3 2025 | 488 | $781,207,670 | +$89,443,654 | -$237,271,252 | -$147,827,598 | MSFT, IVV, AAPL, NVDA, VOO | 13F-HR | 08 Oct 2025, 13:50 |
| Q2 2025 | 528 | $870,838,039 | +$94,178,525 | -$32,997,769 | +$61,180,756 | IVV, IVE, MSFT, AAPL, NVDA | 13F-HR | 21 Jul 2025, 09:13 |
| Q1 2025 | 488 | $745,683,027 | +$89,117,456 | -$71,433,100 | +$17,684,356 | IVV, IVE, AAPL, MSFT, IJR | 13F-HR | 14 Apr 2025, 10:51 |
| Q4 2024 | 474 | $745,436,930 | +$74,402,811 | -$61,313,896 | +$13,088,915 | IVV, B, IVE, AAPL, MSFT | 13F-HR | 22 Jan 2025, 16:33 |
| Q3 2024 | 495 | $744,010,569 | +$68,697,190 | -$34,643,591 | +$34,053,599 | IVV, B, IVE, AAPL, SCHG | 13F-HR | 24 Oct 2024, 14:56 |
| Q2 2024 | 475 | $678,634,849 | +$69,024,456 | -$19,584,727 | +$49,439,729 | IVV, B, IVE, MSFT, AAPL | 13F-HR | 26 Jul 2024, 14:33 |
| Q1 2024 | 476 | $628,199,342 | +$101,301,519 | -$43,395,632 | +$57,905,887 | IVV, B, IVE, SCHG, AAPL | 13F-HR | 30 Apr 2024, 09:18 |
| Q4 2023 | 458 | $528,876,354 | +$51,724,050 | -$49,640,103 | +$2,083,947 | IVV, B, AAPL, SCHG, MSFT | 13F-HR | 19 Jan 2024, 10:44 |
| Q3 2023 | 460 | $481,592,873 | +$34,289,523 | -$63,854,259 | -$29,564,736 | IVV, B, AAPL, SCHG, MSFT | 13F-HR | 19 Oct 2023, 17:03 |
| Q2 2023 | 465 | $528,957,789 | +$39,944,001 | -$30,159,471 | +$9,784,530 | IVV, B, AAPL, SCHG, IJR | 13F-HR | 17 Jul 2023, 17:01 |
| Q1 2023 | 458 | $491,911,793 | +$60,482,722 | -$34,038,635 | +$26,444,087 | IVV, B, AAPL, SCHG, VEA | 13F-HR | 20 Apr 2023, 15:07 |
| Q4 2022 | 428 | $441,895,693 | +$31,356,224 | -$32,140,505 | -$784,281 | B, IVV, SCHG, AAPL, VEA | 13F-HR | 17 Jan 2023, 14:22 |
| Q3 2022 | 401 | $410,365,000 | +$39,103,921 | -$81,207,807 | -$42,103,886 | IVV, B, AAPL, SCHG, FCTR | 13F-HR | 31 Oct 2022, 17:39 |
| Q2 2022 | 1,991 | $481,126,000 | +$44,119,347 | -$30,377,742 | +$13,741,605 | IVV, B, AAPL, SCHG, FCTR | 13F-HR | 29 Jul 2022, 15:41 |
| Q1 2022 | 2,024 | $561,417,000 | +$59,551,912 | -$61,947,763 | -$2,395,851 | B, IVV, AAPL, SCHG, ESGU | 13F-HR | 10 May 2022, 17:41 |
| Q4 2021 | 2,117 | $601,969,000 | +$41,436,884 | -$38,959,703 | +$2,477,181 | B, IVV, AAPL, SCHG, ESGU | 13F-HR | 07 Jan 2022, 18:12 |
| Q3 2021 | 2,123 | $564,040,000 | +$71,539,743 | -$38,904,775 | +$32,634,968 | B, IVV, AAPL, SCHG, PTBD | 13F-HR | 24 Nov 2021, 12:36 |
| Q2 2021 | 2,053 | $547,347,000 | +$125,753,677 | -$39,993,777 | +$85,759,900 | B, IVV, AAPL, VIG, PTBD | 13F-HR | 30 Jul 2021, 11:07 |
| Q1 2021 | 1,959 | $435,892,000 | +$64,403,869 | -$42,582,705 | +$21,821,164 | B, AAPL, VIG, SCHG, BUFR | 13F-HR | 29 Apr 2021, 10:03 |
| Q4 2020 | 1,833 | $393,385,000 | +$74,812,468 | -$23,529,349 | +$51,283,119 | B, AAPL, VIG, SCHG, FJUL | 13F-HR | 15 Jan 2021, 11:28 |
| Q3 2020 | 1,657 | $307,342,000 | +$52,850,031 | -$14,708,451 | +$38,141,580 | B, AAPL, VIG, DNOV, SCHG | 13F-HR | 21 Oct 2020, 11:44 |
| Q2 2020 | 1,639 | $260,941,000 | +$41,957,665 | -$35,193,273 | +$6,764,392 | B, VIG, AAPL, SCHG, IVV | 13F-HR | 10 Jul 2020, 13:29 |
| Q1 2020 | 1,553 | $218,331,000 | +$41,853,345 | -$22,428,121 | +$19,425,224 | B, VIG, CFA, AAPL, SCHG | 13F-HR | 15 Apr 2020, 12:52 |
| Q4 2019 | 1,302 | $250,482,000 | +$26,468,246 | -$14,092,269 | +$12,375,977 | B, VIG, CFA, AAPL, SCHG | 13F-HR | 22 Jan 2020, 15:44 |
| Q3 2019 | 1,286 | $222,187,000 | +$34,104,194 | -$27,266,000 | +$6,838,194 | B, VIG, CFA, SCHG, AAPL | 13F-HR | 25 Oct 2019, 14:29 |
| Q2 2019 | 1,427 | $216,236,000 | +$34,373,687 | -$20,529,803 | +$13,843,884 | B, CFA, FSK, AAPL, VIG | 13F-HR | 07 Aug 2019, 12:43 |
| Q1 2019 | 1,217 | $194,099,000 | +$37,453,261 | -$9,614,571 | +$27,838,690 | B, CFA, SCHG, FSK, VIG | 13F-HR | 29 Apr 2019, 16:05 |
| Q4 2018 | 966 | $151,552,000 | +$30,544,322 | -$17,907,835 | +$12,636,487 | B, CFA, SCHG, FSK, CLNC | 13F-HR | 04 Feb 2019, 12:22 |
| Q3 2018 | 991 | $167,459,000 | +$80,077,354 | -$10,252,806 | +$69,824,548 | B, CFA, SCHG, CLNC, FSK | 13F-HR | 30 Oct 2018, 12:16 |
| Q2 2018 | 567 | $93,391,000 | +$14,911,197 | -$59,806,366 | -$44,895,169 | CFA, SCHG, FSK, ROAM, NEAR | 13F-HR | 13 Aug 2018, 21:35 |
| Q1 2018 | 945 | $133,961,000 | +$24,806,625 | -$15,736,663 | +$9,069,962 | CFA, FSK, CEY, NEAR, AAPL | 13F-HR | 14 May 2018, 15:21 |
| Q4 2017 | 931 | $132,722,000 | +$23,360,525 | -$6,932,531 | +$16,427,994 | CFA, FSK, CEZ, LVHI, NEAR | 13F-HR | 14 Feb 2018, 15:42 |
| Q3 2017 | 905 | $111,844,000 | +$21,487,775 | -$3,600,149 | +$17,887,626 | CFA, FSK, CEZ, LVHI, VIG | 13F-HR | 26 Oct 2017, 13:37 |
| Q2 2017 | 914 | $90,733,171 | +$11,369,543 | -$8,317,209 | +$3,052,334 | CFA, FSK, LVHI, VIG, VTI | 13F-HR | 08 Aug 2017, 13:01 |
| Q1 2017 | 817 | $86,186,615 | +$15,178,720 | -$3,379,130 | +$11,799,590 | CFA, FSK, DVY, LVHI, VIG | 13F-HR | 05 May 2017, 15:14 |
| Q4 2016 | 757 | $71,995,203 | $0 | $0 | $0 | CFA, FSK, LVHI, DVY, VIG | 13F-HR | 02 Mar 2017, 16:51 |