Patriot Financial Group Insurance Agency, LLC | 13F Holdings | BadatCrypto

Patriot Financial Group Insurance Agency, LLC

CIK: 0001694883

1194

Signals (30d)

1194

Buys (30d)

0

Sells (30d)

501

Current Positions

⏱ Historical Data Pending

Recent Signals

Historical data not yet available for this fund

Signals will appear when we have Q3 2025 comparison data

Current Positions

Showing 50 of 501 positions

MICROSOFT CORP

44,760 shares

$21.6M

2.60%

Apple Inc.

77,437 shares

$21.1M

2.53%

iShares Core S&P 500 ETF

30,606 shares

$21.0M

2.52%

NVIDIA CORP

96,758 shares

$18.0M

2.17%

Alphabet Inc.

46,323 shares

$14.5M

1.75%

Vanguard S&P 500 ETF

22,390 shares

$14.0M

1.69%

AMAZON COM INC

53,454 shares

$12.3M

1.48%

Berkshire Hathaway Inc. Class B

24,343 shares

$12.2M

1.47%

199,131 shares

$12.1M

1.46%

JPMORGAN CHASE & CO

28,636 shares

$9.2M

1.11%

JPMorgan Equity Premium Income ETF

157,644 shares

$9.0M

1.09%

Meta Platforms, Inc.

13,574 shares

$9.0M

1.08%

ALPS/O'Shares Europe Quality Dividend ETF

257,451 shares

$8.2M

0.98%

Schwab U.S. Large-Cap Growth ETF

244,527 shares

$8.0M

0.96%

SPDR Portfolio S&P 500 Growth ETF

98,759 shares

$7.9M

0.95%

Vanguard Total Stock Market ETF

22,997 shares

$7.7M

0.93%

Vanguard Dividend Appreciation ETF

34,036 shares

$7.5M

0.90%

SPDR Portfolio S&P 500 Growth ETF

66,653 shares

$7.1M

0.86%

iShares S&P 500 Growth ETF

57,292 shares

$7.1M

0.85%

58,716 shares

$7.0M

0.84%

Vanguard Growth ETF

14,124 shares

$6.9M

0.83%

Vanguard Mid-Cap ETF

23,649 shares

$6.9M

0.83%

WELLS FARGO & COMPANY/MN

73,152 shares

$6.8M

0.82%

Broadcom Inc.

19,486 shares

$6.7M

0.81%

Palantir Technologies Inc.

37,626 shares

$6.7M

0.80%

ISHARES GOLD TRUST

80,433 shares

$6.5M

0.79%

Philip Morris International Inc.

40,211 shares

$6.4M

0.78%

153,303 shares

$6.4M

0.77%

JPMorgan Nasdaq Equity Premium Income ETF

104,233 shares

$6.1M

0.73%

156,873 shares

$6.0M

0.72%

130,288 shares

$5.9M

0.71%

Tesla, Inc.

12,683 shares

$5.7M

0.69%

Walmart Inc.

49,800 shares

$5.5M

0.67%

NETFLIX INC

59,169 shares

$5.5M

0.67%

iShares S&P 500 Value ETF

26,002 shares

$5.5M

0.66%

iShares MSCI USA Quality Factor ETF

27,404 shares

$5.4M

0.65%

iShares Core MSCI Emerging Markets ETF

78,187 shares

$5.3M

0.63%

ORACLE CORP

26,213 shares

$5.1M

0.61%

77,648 shares

$5.1M

0.61%

Booking Holdings Inc.

939 shares

$5.0M

0.61%

COSTCO WHOLESALE CORP /NEW

5,826 shares

$5.0M

0.60%

Fidelity High Dividend ETF

87,195 shares

$4.9M

0.59%

iShares Core MSCI Total International Stock ETF

56,928 shares

$4.8M

0.58%

iShares Core U.S. Aggregate Bond ETF

48,099 shares

$4.8M

0.58%

43,196 shares

$4.6M

0.56%

JPMorgan Growth Advantage ETF

49,178 shares

$4.6M

0.55%

EXXON MOBIL CORP

37,789 shares

$4.5M

0.55%

LAM RESEARCH CORP

25,617 shares

$4.4M

0.53%

SPDR Portfolio Developed World ex-US ETF

98,175 shares

$4.4M

0.52%

GENERAL ELECTRIC CO

14,043 shares

$4.3M

0.52%

Most Active Tickers

Apple Inc.

2 signals

iShares Core S&P 500 ETF

2 signals

MICROSOFT CORP

2 signals

NVIDIA CORP

2 signals

Alphabet Inc.

2 signals

Vanguard S&P 500 ETF

2 signals

2 signals

AMAZON COM INC

2 signals

Berkshire Hathaway Inc. Class B

2 signals

Activity (Last 7 Days)

Jul 28, 2026

+501-0

Apr 22, 2026

+693-0

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