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:
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Page 2 of 25
464287309
Shares:69.5K
Value:$6.4M
922908736
Shares:15.6K
Value:$5.8M
922908629
Shares:21.2K
Value:$5.5M
47804J206
Shares:94.8K
Value:$5.4M
46654Q203
Shares:104.0K
Value:$5.4M
316092808
Shares:32.7K
Value:$5.3M
Alphabet Inc.
Shares:34.0K
Value:$5.3M
25434V203
Shares:152.8K
Value:$4.8M
Alphabet Inc.
Shares:30.3K
Value:$4.7M
VISA INC.
Shares:13.4K
Value:$4.7M
09290C863
Shares:162.7K
Value:$4.7M
Philip Morris International Inc.
Shares:29.3K
Value:$4.6M
464287705
Shares:38.1K
Value:$4.6M
464285204
Shares:77.1K
Value:$4.5M
Booking Holdings Inc.
Shares:974
Value:$4.5M
464288612
Shares:41.5K
Value:$4.4M
464287879
Shares:43.6K
Value:$4.2M
WELLS FARGO & COMPANY/MN
Shares:58.7K
Value:$4.2M
Walmart Inc.
Shares:48.0K
Value:$4.2M
464287507
Shares:71.3K
Value:$4.2M