Patriot-Financial-Group-Insurance-Agency
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "JWN", "LYFT", "MU", null, "JXN", "NVG", null, "ACN", null, "MMM", "ABT", "ABBV", "ADBE", "APD", "BABA", "NNE", "GOOGL", "AXP", null, null, "T", "BLK", "ENR", null, null, null, "CAT", "AVGO", "LOW", "KMX", null, "ARCC", "BBDC", null, null, "BSX", null, "HRB", null, null, null, null, "COF", null, null, "LNC", null, null, "DUK", "JRI", "EDIT", null, "PAGP", "EBAY", "RGTI", "PDI", null, null, null, "BKSY", null, "FCX", "DDD", "GD", null, "BCAT", null, null, null, "HON", "HD", null, "BRSP", null, null, null, null, "MCD", "QBTS", "RPM", null, "ESTA", null, null, "UNP", "QCOM", "FSCO", null, "LAMR", null, "EMXC", "GOF", null, "HWM", null, null, "GSIE", "INGR", "AMAT", null, "IIPR", "EMR", "BKNG", null, null, null, null, null, null, "MUB", "META", null, null, null, null, null, null, null, "HEFA", null, "IVW", "IJH", "PRPL", "PBYI", null, "REI", null, null, "SWK", null, null, null, null, "STKL", "UWMC", null, null, null, null, "IQV", null, null, "NDMO", "KGC", null, null, "LRCX", "PLBY", null, null, "GLO", null, null, null, "CEE", "MA", "RTO", "MDT", "MSFT", null, "MS", "FIS", "GE", "GPC", "HIG", "HRL", "NVS", "OXY", null, "OMC", "BX", "AMP", "IJR", "EFG", "ORCL", "OKE", "VGIT", null, null, null, "IWF", null, null, null, "PEP", "PNC", null, null, "IEMG", "GSBD", null, "IVV", "PBR", "UNH", "AAPL", "SPY", "ECL", "NVDA", "GS", "ENB", "INTC", "PLTR", "PRU", "PFE", "LMT", "PG", "MRK", null, "VZ", null, null, "JPC", "AMGN", null, null, null, null, null, null, "IEFA", null, null, "SRE", "RTX", "SPDW", "GLD", null, null, null, "SPYG", "AMT", "SPLG", null, "IBM", "SYK", "SBUX", "CI", "TXN", "TJX", "TFC", "UL", "UNM", "UPS", "BIV", "VO", "NEM", "MET", "SOUN", "MGNI", "SCHW", "SUN", null, "ACWV", "VWO", "BXMX", null, "ACHR", null, null, null, null, null, "VIG", null, "KOPN", "LYG", "MRVI", "TTE", null, null, "SNY", null, "TSM", "GSK", "PR", "ETR", "FSK", null, "VYM", "VRTX", null, null, "TT", "VRT", null, "ADSK", "WMG", "GM", "AFL", "AMD", "ALLE", "VFC", "SDY", "FI", "F", "WEC", null, "DEO", "FTNT", "IWR", "NCLH", null, "AEP", "ES", null, "JBLU", null, null, "NVO", "AMZN", null, null, null, "CLF", null, "IVE", null, null, null, null, null, "HII", null, null, null, null, null, null, "VEU", "VGT", "USB", "VUG", "VEA", "VALE", null, "VXUS", "BNDX", "MGV", "BND", "VOT", "BSV", "VB", "VOO", "VTV", "VEEV", "VRSN", "V", null, null, null, "VSCO", "WBD", "WMT", "VYGR", "WBS", "WFC", null, null, null, null, null, null, null, "WH", "YUMC", "ZBRA", null, "IUSG", null, null, "DTE", null, "MTB", null, "SCHD", null, "DVY", "CHKP", "SCHG", null, "SCHA", "JD", "EIX", null, "NXPI", "LH", "MFC", null, "SBSW", "OTIS", "PSX", "OPEN", "CRM", "SNAP", null, null, null, null, "IXUS", "HBI", null, null, "GEV", "DGRO", "MCK", null, "SPYV", null, null, "ESGU", null, null, "ADP", "BAC", null, "BK", "BRK-B", "BDX", "BBAI", null, "BIO", null, null, "BA", "BMY", "BTI", "BMBL", "BR", "CCJ", "CWST", "CPRI", "CARR", "CRL", "CVX", "LNG", "CTAS", "CSCO", "C", "KO", "CMCSA", "CL", "COP", "CMP", "CEG", "ED", "COST", "CRSP", "CVS", "CSX", "DHR", "DELL", "DVN", "FANG", null, "DFAC", "DFS", "DOCU", "RSP", "IJJ", "ADI", "IWB", "NEE", "NKE", "QQQ", "IWM", "EPD", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", null, "APO", "MO", "XLK", "ITOT", "URI", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-14
- Total Holdings
- 488
- Total Value
- 745683027
- Accession Number
- 0001667731-25-000420
- Form Type
- 13F-HR
- Manager Name
- Patriot-Financial-Group-Insurance-Agency
Data Enrichment
64% identified312 identified176 unidentified
Holdings
488 positions
Manager:
Search and click to pin securities to the top
Page 18 of 25
464287176
Shares:3.4K
Value:$377.3K
33733E302
Shares:1.7K
Value:$373.7K
46434G863
Shares:10.2K
Value:$355.2K
464288158
Shares:3.3K
Value:$352.6K
46435G409
Shares:11.6K
Value:$352.5K
464288760
Shares:2.3K
Value:$351.7K
46435U549
Shares:7.2K
Value:$343.9K
922020805
Shares:6.8K
Value:$341.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Unum Group(UNMcusip91529Y106) | 4.7K | QoQ +0.36% (+17) | All Managers (Combined) | $379.5K | |
(cusip464287176)✕ | 3.4K | QoQ -0.20% (-7) | All Managers (Combined) | $377.3K | |
(cusip33733E302)✕ | 1.7K | All Managers (Combined) | $373.7K | ||
2.1K | QoQ +0.82% (+17) | All Managers (Combined) | $372.9K | ||
110.1K | YoY NEW(+110.1K) | All Managers (Combined) | $372.1K | YoY NEW(+$372.1K) | |
10.8K | QoQ +1.71% (+182)YoY NEW(+10.8K) | All Managers (Combined) | $367.6K | YoY NEW(+$367.6K) | |
31.5K | QoQ NEW(+31.5K) YoY NEW(+31.5K) | All Managers (Combined) | $366.3K | QoQ NEW(+$366.3K) YoY NEW(+$366.3K) | |
4.0K | All Managers (Combined) | $362.6K | |||
4.2K | QoQ -7.06% (-323)YoY +0.14% (+6) | All Managers (Combined) | $361.2K | ||
27.4K | All Managers (Combined) | $359.2K | |||
1.3K | QoQ +7.56% (-89) | All Managers (Combined) | $357.7K | ||
2.1K | QoQ -0.19% (-4) | All Managers (Combined) | $355.8K | ||
(cusip46434G863)✕ | 10.2K | All Managers (Combined) | $355.2K | ||
(cusip464288158)✕ | 3.3K | All Managers (Combined) | $352.6K | ||
(cusip46435G409)✕ | 11.6K | All Managers (Combined) | $352.5K | ||
(cusip464288760)✕ | 2.3K | QoQ -3.20% (-76)YoY -0.73% (-17) | All Managers (Combined) | $351.7K | |
13.2K | YoY NEW(+13.2K) | All Managers (Combined) | $347.9K | YoY NEW(+$347.9K) | |
US BANCORP \DE\(USBcusip902973304) | 8.2K | All Managers (Combined) | $344.9K | ||
(cusip46435U549)✕ | 7.2K | All Managers (Combined) | $343.9K | ||
(cusip922020805)✕ | 6.8K | QoQ -1.82% (-127)YoY +4.99% (+325) | All Managers (Combined) | $341.2K |