Patriot-Financial-Group-Insurance-Agency

Filing Details

13F-HR2025-03-31
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% identified
312 identified176 unidentified

Holdings

488 positions
Manager:
Search and click to pin securities to the top
Page 18 of 25
Unum Group
Shares:4.7K
Value:$379.5K
464287176
Shares:3.4K
Value:$377.3K
33733E302
Shares:1.7K
Value:$373.7K
CAPITAL ONE FINANCIAL CORP
Shares:2.1K
Value:$372.9K
Voyager Therapeutics, Inc.
Shares:110.1K
Value:$372.1K
ENTERPRISE PRODUCTS PARTNERS L.P.
Shares:10.8K
Value:$367.6K
Goldman Sachs BDC, Inc.
Shares:31.5K
Value:$366.3K
AFLAC INC
Shares:4.0K
Value:$362.6K
464287499
Shares:4.2K
Value:$361.2K
Nuveen S&P 500 BuyWrite Income Fund
Shares:27.4K
Value:$359.2K
ZEBRA TECHNOLOGIES CORP
Shares:1.3K
Value:$357.7K
46137V357
Shares:2.1K
Value:$355.8K
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
Nano Nuclear Energy Inc.
Shares:13.2K
Value:$347.9K
US BANCORP \DE\
Shares:8.2K
Value:$344.9K
46435U549
Shares:7.2K
Value:$343.9K
922020805
Shares:6.8K
Value:$341.2K