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Patriot Financial Group Insurance Agency

Latest statistics and disclosures from Patriot Financial Group Insurance Agency's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, B, IVE, SCHG, AAPL, and represent 15.82% of Patriot Financial Group Insurance Agency's stock portfolio.
Added to shares of these 10 stocks: IVV (+$12M), IVE (+$8.3M), COWZ (+$5.0M), FTEC, IVW, HTAB, DYNF, UITB, WMT, IEFA.
Started 56 new stock positions in NAT, TCAF, FSMB, FJP, HYG, MOMO, HIG, AMN, PANW, EMXC.
Reduced shares in these 10 stocks: CDL, FHLC, DGRO, FNCL, SCHG, FENY, TTWO, NVDA, SPLG, CMC.
Sold out of its positions in AUPH, BIGZ, CLH, CMP, DDOG, D, NAPA, FDX, FSRN, GSIT.
Patriot Financial Group Insurance Agency was a net buyer of stock by $58M.
Patriot Financial Group Insurance Agency has $629M in assets under management (AUM), dropping by 18.77%.
Central Index Key (CIK): 0001694883

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Portfolio Holdings for Patriot Financial Group Insurance Agency

Patriot Financial Group Insurance Agency holds 476 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	6.0	$38M	+46%	72k	525.73	View chart
Barnes (B)	3.0	$19M		500k	37.15	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.5	$16M	+114%	83k	186.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.3	$14M	-14%	153k	92.72	View chart
Apple (AAPL)	2.1	$13M		78k	171.48	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.1	$13M	+61%	226k	58.11	View chart
Microsoft Corporation (MSFT)	2.0	$12M		30k	420.72	View chart
NVIDIA Corporation (NVDA)	1.7	$11M	-8%	12k	903.59	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.5	$9.5M	-9%	155k	61.53	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	1.3	$8.1M		141k	57.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$8.0M	-9%	31k	259.90	View chart
Amazon (AMZN)	1.2	$7.8M	+4%	43k	180.38	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$7.3M	+14%	131k	56.29	View chart
Ishares Tr Core Div Grwth (DGRO)	1.1	$7.2M	-27%	124k	58.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$7.2M		65k	110.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$7.0M	+9%	17k	420.53	View chart
Victory Portfolios Ii Core Intermediat (UITB)	1.1	$6.7M	+58%	145k	46.38	View chart
Meta Platforms Cl A (META)	0.9	$5.4M		11k	485.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$5.3M	+17%	11k	480.69	View chart
JPMorgan Chase & Co. (JPM)	0.8	$5.2M	+5%	26k	200.30	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.8	$4.9M	NEW	31k	155.84	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.7	$4.7M	+45%	40k	118.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$4.7M	+13%	31k	152.26	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$4.6M		28k	164.35	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$4.5M	+26%	18k	249.86	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.7	$4.5M	+6%	141k	31.95	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$4.3M	+3%	143k	30.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$4.2M	+11%	28k	150.93	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.6	$3.8M	+4%	97k	39.66	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$3.8M	+916%	45k	84.44	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$3.7M	+57%	68k	54.24	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.6	$3.7M	+110%	150k	24.53	View chart
Qualcomm (QCOM)	0.6	$3.7M	+3%	22k	169.30	View chart
Exxon Mobil Corporation (XOM)	0.6	$3.6M	+7%	31k	116.24	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.6	$3.6M	-17%	35k	102.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$3.5M	+4%	20k	176.59	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.5	$3.4M	+33%	77k	43.60	View chart
Visa Com Cl A (V)	0.5	$3.3M	+7%	12k	279.09	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$3.3M	+79%	73k	45.59	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$3.3M	-10%	66k	50.17	View chart
Comcast Corp Cl A (CMCSA)	0.5	$3.2M	+15%	74k	43.35	View chart
Wal-Mart Stores (WMT)	0.5	$3.2M	+196%	53k	60.17	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.5	$3.2M	NEW	161k	19.58	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.5	$3.1M	NEW	70k	44.40	View chart
Booking Holdings (BKNG)	0.5	$2.9M	+13%	792.00	3629.58	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.5	$2.9M	-50%	41k	69.77	View chart
Walt Disney Company (DIS)	0.4	$2.8M	+22%	23k	122.36	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.4	$2.7M	+4%	48k	57.05	View chart
Wells Fargo & Company (WFC)	0.4	$2.7M	+12%	46k	57.96	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$2.7M	-7%	8.3k	320.59	View chart
Freeport-mcmoran CL B (FCX)	0.4	$2.6M	+3%	55k	47.02	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$2.5M	-2%	26k	97.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$2.5M	+333%	34k	74.22	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$2.5M	+36%	7.2k	344.21	View chart
Charles Schwab Corporation (SCHW)	0.4	$2.4M	+19%	33k	72.34	View chart
Costco Wholesale Corporation (COST)	0.4	$2.3M		3.2k	732.52	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$2.3M	-17%	4.4k	523.02	View chart
Bank of America Corporation (BAC)	0.3	$2.2M	+2%	57k	37.92	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$2.1M	+19%	29k	73.15	View chart
Cigna Corp (CI)	0.3	$2.1M	+2%	5.8k	363.19	View chart
Applied Materials (AMAT)	0.3	$2.1M		10k	206.22	View chart
Lam Research Corporation (LRCX)	0.3	$2.1M		2.1k	971.57	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$2.1M	-13%	18k	114.96	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.3	$2.1M	+14%	42k	49.16	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$2.1M		32k	64.15	View chart
Philip Morris International (PM)	0.3	$2.1M	+16%	22k	91.62	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$2.0M	+19%	45k	46.00	View chart
Oracle Corporation (ORCL)	0.3	$2.0M	+17%	16k	125.61	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$2.0M	-27%	27k	72.63	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.9M	+17%	20k	97.53	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.9M	+173%	37k	51.60	View chart
Pepsi (PEP)	0.3	$1.9M	-3%	11k	175.01	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$1.9M		52k	36.19	View chart
RPM International (RPM)	0.3	$1.9M		16k	118.95	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.3	$1.9M	-5%	27k	68.16	View chart
Anthem (ELV)	0.3	$1.8M	+18%	3.6k	518.55	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$1.8M	+7%	14k	135.06	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.3	$1.8M		28k	65.95	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$1.8M	+18%	43k	42.01	View chart
Nucor Corporation (NUE)	0.3	$1.8M		9.2k	197.90	View chart
Merck & Co (MRK)	0.3	$1.8M	+10%	14k	131.95	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$1.8M	+6%	13k	136.05	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$1.8M	-3%	50k	35.84	View chart
CarMax (KMX)	0.3	$1.7M	+12%	20k	87.11	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.3	$1.7M	-57%	29k	59.40	View chart
Eli Lilly & Co. (LLY)	0.3	$1.7M	+9%	2.2k	778.04	View chart
Broadcom (AVGO)	0.3	$1.7M	+15%	1.3k	1325.12	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$1.7M	+20%	18k	92.42	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.3	$1.6M	+4%	3.1k	522.88	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.3	$1.6M	+19%	16k	105.27	View chart
Medtronic SHS (MDT)	0.3	$1.6M	+41%	19k	87.15	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.3	$1.6M	+4%	90k	17.91	View chart
Chevron Corporation (CVX)	0.3	$1.6M	-26%	10k	157.75	View chart
UnitedHealth (UNH)	0.3	$1.6M	+48%	3.2k	494.74	View chart
Tesla Motors (TSLA)	0.3	$1.6M	-8%	9.0k	175.79	View chart
Procter & Gamble Company (PG)	0.2	$1.6M		9.9k	156.97	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.6M	-2%	3.2k	481.62	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.2	$1.6M	-57%	60k	25.87	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$1.5M	+25%	40k	39.11	View chart
Johnson & Johnson (JNJ)	0.2	$1.5M		9.5k	158.19	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$1.5M		31k	48.09	View chart
Dex (DXCM)	0.2	$1.5M		11k	138.70	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.2	$1.5M	-7%	26k	55.40	View chart
Iqvia Holdings (IQV)	0.2	$1.5M		5.8k	252.89	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$1.4M	+2%	29k	50.08	View chart
Verizon Communications (VZ)	0.2	$1.4M	+17%	34k	41.96	View chart
Novo-nordisk A S Adr (NVO)	0.2	$1.4M	+22%	11k	128.40	View chart
Advanced Micro Devices (AMD)	0.2	$1.4M	+2%	7.8k	180.49	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$1.4M	+35%	26k	53.71	View chart
ConocoPhillips (COP)	0.2	$1.4M	+6%	11k	127.28	View chart
Altria (MO)	0.2	$1.4M	+8%	31k	43.62	View chart
General Electric Com New (GE)	0.2	$1.3M		7.6k	175.52	View chart
CVS Caremark Corporation (CVS)	0.2	$1.3M	-22%	17k	79.76	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$1.3M	-17%	24k	54.40	View chart
Home Depot (HD)	0.2	$1.3M	+7%	3.4k	383.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.2	$1.3M	-4%	46k	27.96	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$1.3M		5.5k	231.69	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$1.3M	+2%	3.0k	418.01	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$1.3M	-3%	36k	35.38	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$1.3M	-7%	13k	100.81	View chart
Enbridge (ENB)	0.2	$1.2M	+23%	34k	36.18	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.2M	-16%	6.0k	205.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$1.2M	-2%	32k	37.98	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$1.2M	-6%	36k	33.59	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.2	$1.2M	-5%	9.8k	119.51	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$1.2M	+12%	31k	36.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.1M	+9%	17k	68.01	View chart
Newmont Mining Corporation (NEM)	0.2	$1.1M	+419%	32k	35.84	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$1.1M	+12%	33k	34.16	View chart
Adobe Systems Incorporated (ADBE)	0.2	$1.1M	+8%	2.2k	504.62	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$1.1M		15k	72.83	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$1.1M		30k	37.49	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$1.1M	-5%	65k	17.32	View chart
Starbucks Corporation (SBUX)	0.2	$1.1M	+45%	12k	91.39	View chart
Amgen (AMGN)	0.2	$1.1M	+8%	3.8k	284.29	View chart
Pfizer (PFE)	0.2	$1.1M	+4%	39k	27.75	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.1M		18k	60.30	View chart
Webster Financial Corporation (WBS)	0.2	$1.1M		21k	50.77	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$1.1M	+21%	25k	42.23	View chart
Fidelity National Information Services (FIS)	0.2	$1.1M	-31%	14k	74.18	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$1.1M	-4%	11k	94.41	View chart
Air Products & Chemicals (APD)	0.2	$1.0M	+6%	4.3k	242.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.0M	+6%	4.5k	228.59	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.0M	+2%	25k	41.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.0M	+21%	2.3k	443.95	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$1.0M	-7%	14k	75.40	View chart
salesforce (CRM)	0.2	$1.0M	+2%	3.3k	301.18	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.2	$1.0M		22k	46.55	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$997k	+24%	12k	85.65	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$984k	+3%	39k	25.49	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.2	$979k	+23%	13k	76.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$979k		28k	35.55	View chart
eBay (EBAY)	0.2	$973k	+11%	18k	52.78	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.2	$970k		30k	32.47	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.2	$969k	-3%	7.6k	127.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$966k	+7%	26k	36.60	View chart
Occidental Petroleum Corporation (OXY)	0.2	$962k		15k	64.99	View chart
McDonald's Corporation (MCD)	0.2	$961k	+5%	3.4k	281.97	View chart
Becton, Dickinson and (BDX)	0.2	$956k	+15%	3.9k	247.45	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$956k	+2%	4.6k	208.25	View chart
Lockheed Martin Corporation (LMT)	0.2	$951k	+11%	2.1k	454.96	View chart
BlackRock (BLK)	0.1	$931k	+2%	1.1k	833.53	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$927k	+11%	22k	41.95	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$880k	+45%	148k	5.93	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$877k		12k	76.19	View chart
Coca-Cola Company (KO)	0.1	$874k	+3%	14k	61.18	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$872k	+9%	8.4k	103.78	View chart
Fiserv (FI)	0.1	$871k	+7%	5.5k	159.82	View chart
Omni (OMC)	0.1	$865k	+3%	8.9k	96.76	View chart
AmerisourceBergen (COR)	0.1	$859k	+6%	3.5k	242.96	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$859k	+4%	14k	63.33	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$852k		11k	75.48	View chart
Fortinet (FTNT)	0.1	$838k	+2%	12k	68.31	View chart
Sanofi Sponsored Adr (SNY)	0.1	$814k	+7%	17k	48.60	View chart
Boston Scientific Corporation (BSX)	0.1	$813k		12k	68.49	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$811k		22k	36.50	View chart
Novartis Sponsored Adr (NVS)	0.1	$809k	+16%	8.4k	96.73	View chart
TJX Companies (TJX)	0.1	$805k	-2%	7.9k	101.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$802k	+410%	13k	60.74	View chart
Analog Devices (ADI)	0.1	$797k	+17%	4.0k	197.80	View chart
International Business Machines (IBM)	0.1	$794k		4.2k	190.98	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$792k	+18%	17k	45.56	View chart
Duke Energy Corp Com New (DUK)	0.1	$787k	+5%	8.1k	96.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$785k	-3%	23k	34.52	View chart
Lamar Advertising Cl A (LAMR)	0.1	$775k	+3%	6.5k	119.41	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$766k	+4%	26k	29.46	View chart
Advisorshares Tr Advisorshs Etf (CWS)	0.1	$764k	NEW	12k	63.69	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$759k		8.0k	94.62	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$757k	+5%	4.0k	190.69	View chart
Bank of New York Mellon Corporation (BK)	0.1	$756k	+24%	13k	57.62	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$755k	+18%	4.6k	164.01	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$750k		7.0k	107.60	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$748k	+12%	6.2k	120.99	View chart
MetLife (MET)	0.1	$743k		10k	74.11	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$742k	+64%	17k	42.81	View chart
General Dynamics Corporation (GD)	0.1	$739k	+21%	2.6k	282.46	View chart
Cisco Systems (CSCO)	0.1	$736k		15k	49.91	View chart
Diageo Spon Adr New (DEO)	0.1	$735k	NEW	4.9k	148.74	View chart
United Parcel Service CL B (UPS)	0.1	$734k		4.9k	148.62	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$734k	+28%	11k	69.67	View chart
Abbvie (ABBV)	0.1	$718k	+7%	3.9k	182.11	View chart
Union Pacific Corporation (UNP)	0.1	$710k		2.9k	245.95	View chart
Genuine Parts Company (GPC)	0.1	$708k	+32%	4.6k	154.92	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$706k	+27%	13k	56.12	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$699k	-6%	16k	45.15	View chart
Innovative Industria A (IIPR)	0.1	$697k		6.7k	103.53	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$689k	-10%	12k	57.41	View chart
Jazz Pharmaceuticals Shs Usd (JAZZ)	0.1	$689k	+2%	5.7k	120.42	View chart
Edison International (EIX)	0.1	$685k	+4%	9.7k	70.73	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$681k	-9%	16k	42.83	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$680k	+21%	3.3k	205.09	View chart
Caterpillar (CAT)	0.1	$676k	-2%	1.8k	366.39	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$662k	-2%	15k	43.04	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$659k	-2%	7.3k	89.90	View chart
Diamondback Energy (FANG)	0.1	$659k	+10%	3.3k	198.15	View chart
Texas Instruments Incorporated (TXN)	0.1	$658k		3.8k	174.23	View chart
GSK Sponsored Adr (GSK)	0.1	$658k	+5%	15k	42.87	View chart
Pitney Bowes (PBI)	0.1	$658k		152k	4.33	View chart
Prologis (PLD)	0.1	$654k		5.0k	130.22	View chart
Unilever Spon Adr New (UL)	0.1	$648k	+20%	13k	50.19	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.1	$644k	NEW	24k	27.01	View chart
Boeing Company (BA)	0.1	$638k	+16%	3.3k	192.99	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$628k		5.4k	117.21	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$624k	+7%	15k	41.74	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$624k		20k	31.95	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$623k	-6%	27k	22.99	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$621k	+16%	5.4k	115.10	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$614k	NEW	20k	30.23	View chart
Jackson Financial Com Cl A (JXN)	0.1	$613k	-4%	9.3k	66.14	View chart
Autodesk (ADSK)	0.1	$605k	+137%	2.3k	260.42	View chart
American Express Company (AXP)	0.1	$604k	+4%	2.7k	227.72	View chart
Nxp Semiconductors N V (NXPI)	0.1	$603k		2.4k	247.77	View chart
Lincoln National Corporation (LNC)	0.1	$602k	+71%	19k	31.93	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$602k	+2%	24k	24.72	View chart
Williams Companies (WMB)	0.1	$601k	NEW	15k	38.97	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$600k	NEW	22k	27.04	View chart
Goldman Sachs (GS)	0.1	$595k	-2%	1.4k	417.59	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$594k	-6%	9.8k	60.42	View chart
Kinross Gold Corp (KGC)	0.1	$591k	+183%	96k	6.13	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$587k	+18%	1.1k	524.46	View chart
M&T Bank Corporation (MTB)	0.1	$585k	-3%	4.0k	145.43	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.1	$583k	+44%	5.6k	103.98	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$580k	+21%	8.5k	67.86	View chart
Morgan Stanley Com New (MS)	0.1	$579k	-2%	6.2k	94.16	View chart
Prudential Financial (PRU)	0.1	$578k	+3%	4.9k	117.39	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$577k	+5%	9.8k	58.65	View chart
American Tower Reit (AMT)	0.1	$577k	+67%	2.9k	197.59	View chart
McKesson Corporation (MCK)	0.1	$576k	+24%	1.1k	536.92	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$574k	+83%	12k	48.25	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$572k	NEW	16k	36.54	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$566k	-19%	3.5k	162.86	View chart
Fs Kkr Capital Corp (FSK)	0.1	$566k	+11%	30k	19.07	View chart
Eversource Energy (ES)	0.1	$560k		9.4k	59.77	View chart
Victory Portfolios Ii Vcshs Us Lrg Cap (CDL)	0.1	$558k	-88%	9.0k	62.16	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$553k	+21%	4.5k	123.28	View chart
PNC Financial Services (PNC)	0.1	$550k		3.4k	161.60	View chart
Truist Financial Corp equities (TFC)	0.1	$548k	+7%	14k	38.98	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$548k	-26%	22k	24.48	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$544k	+14%	17k	31.16	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.1	$543k	+29%	19k	28.79	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$541k	NEW	24k	22.75	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.1	$540k	+27%	11k	50.57	View chart
Ingredion Incorporated (INGR)	0.1	$534k	+14%	4.6k	116.85	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$533k	+222%	2.4k	225.88	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$533k		11k	48.21	View chart
Ford Motor Company (F)	0.1	$529k	+29%	40k	13.28	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.1	$528k		6.5k	81.36	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$522k	NEW	10k	52.46	View chart
Netflix (NFLX)	0.1	$522k	-27%	859.00	607.33	View chart
CSX Corporation (CSX)	0.1	$508k	+10%	14k	37.07	View chart
At&t (T)	0.1	$507k	-3%	29k	17.60	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$503k	+59%	7.0k	72.36	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.1	$503k		8.4k	59.53	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$502k	-2%	11k	47.72	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$501k	+20%	4.6k	109.59	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$498k		5.7k	87.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$494k	-21%	2.9k	169.38	View chart
Lowe's Companies (LOW)	0.1	$493k		2.2k	225.70	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$478k	+3%	33k	14.32	View chart
Broadridge Financial Solutions (BR)	0.1	$474k	+12%	2.3k	204.85	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$464k	NEW	8.1k	57.57	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$461k	+37%	5.1k	89.67	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$458k	-17%	4.3k	107.41	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$453k	-17%	4.3k	104.73	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$451k		4.8k	93.74	View chart
Hf Sinclair Corp (DINO)	0.1	$451k	+23%	7.5k	60.37	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$449k	+6%	5.9k	75.98	View chart
Eaton Corp SHS (ETN)	0.1	$447k		1.4k	312.62	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$441k	-14%	9.4k	47.06	View chart
Ameriprise Financial (AMP)	0.1	$438k		998.00	438.44	View chart
Allegion Ord Shs (ALLE)	0.1	$436k	+56%	3.2k	134.69	View chart
Capital One Financial (COF)	0.1	$435k	+13%	2.9k	148.91	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$434k	NEW	8.7k	50.10	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$433k	+31%	1.8k	235.82	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$425k	+44%	9.8k	43.40	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$423k		3.2k	131.38	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$421k		5.2k	81.43	View chart
Nike CL B (NKE)	0.1	$416k	-15%	4.4k	93.98	View chart
Carrier Global Corporation (CARR)	0.1	$413k		7.1k	58.13	View chart
Automatic Data Processing (ADP)	0.1	$413k	+9%	1.7k	249.76	View chart
International Flavors & Fragrances (IFF)	0.1	$411k	+7%	4.8k	85.99	View chart
Devon Energy Corporation (DVN)	0.1	$411k	+2%	8.2k	50.18	View chart
Stanley Black & Decker (SWK)	0.1	$407k		4.2k	97.93	View chart
United Rentals (URI)	0.1	$406k	-11%	563.00	720.76	View chart
Commercial Metals Company (CMC)	0.1	$400k	-70%	6.8k	58.77	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$400k	NEW	7.8k	51.36	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$400k	-47%	6.4k	62.06	View chart
Foot Locker (FL)	0.1	$393k	+50%	14k	28.50	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$390k	NEW	11k	34.88	View chart
Citigroup Com New (C)	0.1	$390k	+9%	6.2k	63.24	View chart
Jd.com Spon Adr Cl A (JD)	0.1	$390k	+54%	14k	27.39	View chart
Marathon Petroleum Corp (MPC)	0.1	$390k	+5%	1.9k	201.54	View chart
Marathon Oil Corporation (MRO)	0.1	$386k	+6%	14k	28.34	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$381k	-4%	7.6k	50.12	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.1	$378k		29k	13.23	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$376k	+2%	7.7k	48.77	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$374k	+52%	1.8k	210.32	View chart
Perrigo SHS (PRGO)	0.1	$372k	+20%	12k	32.19	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$371k		8.0k	46.53	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$370k	NEW	7.5k	49.19	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$369k	-3%	11k	32.23	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$365k	NEW	8.9k	41.23	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.1	$358k	+2%	5.9k	60.29	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$357k	+2%	4.2k	84.09	View chart
Roku Com Cl A (ROKU)	0.1	$355k	+88%	5.4k	65.17	View chart
Charles River Laboratories (CRL)	0.1	$354k	+16%	1.3k	270.95	View chart
Intel Corporation (INTC)	0.1	$353k	-2%	8.0k	44.17	View chart
Hello Group Ads (MOMO)	0.1	$353k	NEW	57k	6.21	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$351k	+14%	9.1k	38.48	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$351k	-6%	4.4k	79.92	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$350k	+18%	6.2k	56.17	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.1	$350k	+8%	11k	30.92	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$350k	+3%	1.9k	183.89	View chart
Micron Technology (MU)	0.1	$348k	-4%	3.0k	117.89	View chart
AFLAC Incorporated (AFL)	0.1	$344k	NEW	4.7k	73.20	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$341k		132k	2.59	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$339k	-5%	5.0k	68.13	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$335k	-58%	2.4k	137.19	View chart
Abbott Laboratories (ABT)	0.1	$334k	+9%	2.9k	113.66	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$330k	+6%	17k	19.29	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$329k	NEW	4.2k	77.73	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$329k		16k	21.21	View chart
Ishares Tr Europe Etf (IEV)	0.1	$327k	-9%	5.9k	55.67	View chart
3M Company (MMM)	0.1	$326k	+11%	3.1k	106.06	View chart
Editas Medicine (EDIT)	0.1	$326k	NEW	44k	7.42	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$325k	+3%	2.6k	123.18	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.1	$324k	+18%	14k	22.87	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$322k	-20%	5.5k	58.56	View chart
Phillips 66 (PSX)	0.1	$321k	-4%	2.0k	163.31	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$320k	+517%	3.7k	86.18	View chart
Ares Capital Corporation (ARCC)	0.1	$320k		15k	20.82	View chart
Uber Technologies (UBER)	0.1	$320k	-44%	4.2k	76.99	View chart
V.F. Corporation (VFC)	0.1	$317k	NEW	21k	15.34	View chart
Honeywell International (HON)	0.1	$316k		1.5k	205.21	View chart
American Intl Group Com New (AIG)	0.1	$316k	+9%	4.0k	78.17	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$312k		6.5k	47.89	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.0	$309k	+28%	1.0k	301.44	View chart
Alcoa (AA)	0.0	$307k	+36%	9.1k	33.79	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$305k	+6%	2.3k	131.95	View chart
Wyndham Hotels And Resorts (WH)	0.0	$305k	+12%	4.0k	76.75	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$305k	-50%	1.2k	247.41	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$304k	-11%	6.2k	49.24	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.0	$303k	+25%	11k	28.80	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$302k		1.7k	175.24	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.0	$302k	+10%	6.1k	49.64	View chart
Marriott Intl Cl A (MAR)	0.0	$301k	NEW	1.2k	252.23	View chart
Nextera Energy (NEE)	0.0	$297k		4.7k	63.91	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$297k	-5%	11k	28.23	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$295k	+6%	1.6k	182.70	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$294k		7.0k	42.11	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.0	$294k	NEW	11k	27.01	View chart
Casella Waste Sys Cl A (CWST)	0.0	$293k		3.0k	98.87	View chart
Intuitive Surgical Com New (ISRG)	0.0	$293k	NEW	733.00	399.09	View chart
Ecolab (ECL)	0.0	$291k	+7%	1.3k	230.96	View chart
Hormel Foods Corporation (HRL)	0.0	$290k		8.3k	34.89	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.0	$289k	+20%	7.7k	37.58	View chart
Draftkings Com Cl A (DKNG)	0.0	$287k	-39%	6.3k	45.41	View chart
Zoetis Cl A (ZTS)	0.0	$286k		1.7k	169.17	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$282k	-13%	3.1k	91.86	View chart
Cal Maine Foods Com New (CALM)	0.0	$282k	+6%	4.8k	58.85	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$282k	-13%	3.7k	76.28	View chart
Unum (UNM)	0.0	$280k		5.2k	53.66	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.0	$280k	-11%	5.6k	49.83	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$280k	+11%	8.6k	32.50	View chart
Global X Fds Russell 2000 (RYLD)	0.0	$278k	+5%	17k	16.91	View chart
Blackrock Capital Allocation Trust (BCAT)	0.0	$277k		17k	16.66	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.0	$276k	+33%	15k	18.77	View chart
Colgate-Palmolive Company (CL)	0.0	$276k		3.1k	90.04	View chart
Textron (TXT)	0.0	$276k	+12%	2.9k	95.91	View chart
Allegheny Technologies Incorporated (ATI)	0.0	$274k		5.4k	51.17	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$273k	-4%	38k	7.19	View chart
Cedar Fair Depositry Unit (FUN)	0.0	$270k	+14%	6.4k	41.90	View chart
Nuveen Real (JRI)	0.0	$270k	+20%	23k	11.86	View chart
Bristol Myers Squibb (BMY)	0.0	$268k	+12%	4.9k	54.23	View chart
3-d Sys Corp Del Com New (DDD)	0.0	$266k	+14%	60k	4.44	View chart
Emerson Electric (EMR)	0.0	$266k	-9%	2.3k	113.41	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.0	$264k	+14%	6.1k	43.39	View chart
Palantir Technologies Cl A (PLTR)	0.0	$263k	NEW	11k	23.01	View chart
Boston Properties (BXP)	0.0	$262k	+36%	4.0k	65.31	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.0	$261k	NEW	4.7k	55.13	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$259k	NEW	6.0k	42.95	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.0	$259k	-49%	5.2k	49.86	View chart
Shockwave Med (SWAV)	0.0	$257k	NEW	790.00	325.63	View chart
Neurocrine Biosciences (NBIX)	0.0	$256k		1.9k	137.92	View chart
Otis Worldwide Corp (OTIS)	0.0	$252k		2.5k	99.27	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.0	$252k	+12%	9.8k	25.62	View chart
Danaher Corporation (DHR)	0.0	$252k	+2%	1.0k	249.60	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$248k	+5%	5.7k	43.36	View chart
Thermo Fisher Scientific (TMO)	0.0	$247k	+7%	425.00	581.88	View chart
General Motors Company (GM)	0.0	$246k	NEW	5.4k	45.35	View chart
Stryker Corporation (SYK)	0.0	$243k		680.00	357.66	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.0	$243k	NEW	11k	21.38	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$242k	-4%	3.8k	63.85	View chart
Ptc (PTC)	0.0	$239k	NEW	1.3k	188.94	View chart
Victory Portfolios Ii Vcshs Us Discvry (CSF)	0.0	$237k		4.6k	51.25	View chart
AMN Healthcare Services (AMN)	0.0	$237k	NEW	3.8k	62.51	View chart
Miniso Group Hldg Sponsored Ads (MNSO)	0.0	$236k	+14%	12k	20.50	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.0	$234k		3.1k	75.60	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$233k	-5%	2.6k	90.92	View chart
Global X Fds 1-3 Month T-bill (CLIP)	0.0	$231k	NEW	9.2k	25.12	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$227k	+7%	8.5k	26.75	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$225k	+3%	3.1k	73.03	View chart
Trane Technologies SHS (TT)	0.0	$225k	NEW	748.00	300.20	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.0	$224k	-17%	4.9k	46.19	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.0	$223k	-25%	3.8k	58.55	View chart
Consolidated Edison (ED)	0.0	$222k	-2%	2.4k	90.82	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$222k		4.2k	52.16	View chart
Cloudflare Cl A Com (NET)	0.0	$221k	NEW	2.3k	96.83	View chart
Yum China Holdings (YUMC)	0.0	$220k	NEW	5.5k	39.79	View chart
Hanesbrands (HBI)	0.0	$217k	+24%	37k	5.80	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$215k		2.6k	81.77	View chart
Palo Alto Networks (PANW)	0.0	$215k	NEW	755.00	284.13	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.0	$214k	-24%	6.2k	34.21	View chart
Antero Res (AR)	0.0	$211k	NEW	7.3k	29.00	View chart
Global Ship Lease Com Cl A (GSL)	0.0	$211k		10k	20.30	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.0	$210k	-48%	2.5k	83.55	View chart
Kla Corp Com New (KLAC)	0.0	$209k	NEW	299.00	698.57	View chart
Barings Bdc (BBDC)	0.0	$209k		22k	9.30	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$208k	-21%	2.5k	82.96	View chart
Pacer Fds Tr Cash Cows Etf (HERD)	0.0	$207k	NEW	5.3k	39.29	View chart
Iron Mountain (IRM)	0.0	$207k	NEW	2.6k	80.22	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$207k	-70%	2.0k	103.79	View chart
Us Bancorp Del Com New (USB)	0.0	$205k	NEW	4.6k	44.70	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.0	$204k	NEW	10k	19.84	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$204k	NEW	6.9k	29.53	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$203k	-29%	8.9k	22.77	View chart
Cheniere Energy Com New (LNG)	0.0	$203k		1.3k	161.28	View chart
Global X Fds S&p 500 Covered (XYLD)	0.0	$201k	NEW	4.9k	40.79	View chart
Hartford Financial Services (HIG)	0.0	$200k	NEW	1.9k	103.04	View chart
Barrick Gold Corp (GOLD)	0.0	$194k	-8%	12k	16.64	View chart
Realreal (REAL)	0.0	$178k	-23%	45k	3.91	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$165k	NEW	14k	11.88	View chart
JetBlue Airways Corporation (JBLU)	0.0	$164k	NEW	22k	7.42	View chart
Vale S A Sponsored Ads (VALE)	0.0	$164k	+9%	13k	12.19	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.0	$163k		23k	7.26	View chart
Purecycle Technologies (PCT)	0.0	$156k	NEW	25k	6.22	View chart
Rocket Cos Com Cl A (RKT)	0.0	$152k	NEW	10k	14.55	View chart
Snap Cl A (SNAP)	0.0	$149k	NEW	13k	11.48	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$144k	+5%	17k	8.73	View chart
Brightspire Capital Com Cl A (BRSP)	0.0	$121k		18k	6.89	View chart
Nano Dimension Sponsord Ads New (NNDM)	0.0	$121k		43k	2.79	View chart
Global Net Lease Com New (GNL)	0.0	$118k		15k	7.77	View chart
Ring Energy (REI)	0.0	$115k	+20%	59k	1.96	View chart
Clough Global Opportunities Sh Ben Int (GLO)	0.0	$102k		20k	5.08	View chart
Comstock Resources (CRK)	0.0	$95k	NEW	10k	9.28	View chart
Puma Biotechnology Call Option (PBYI)	0.0	$93k	-70%	18k	5.30	View chart
Nordic American Tanker Shippin (NAT)	0.0	$79k	NEW	20k	3.92	View chart
Dada Nexus Ads (DADA)	0.0	$61k	+5%	30k	2.05	View chart
Container Store (TCS)	0.0	$37k		32k	1.14	View chart
Know Labs Com New (KNW)	0.0	$26k	-8%	41k	0.63	View chart
Acurx Pharmaceuticals (ACXP)	0.0	$25k	NEW	10k	2.45	View chart
Kopin Corporation (KOPN)	0.0	$20k		11k	1.80	View chart
Plby Group Ord (PLBY)	0.0	$18k	-2%	17k	1.05	View chart
Prospect Cap Corp Note 6.375% 3/0	0.0	$17k		17k	1.00	View chart
Tellurian (TELL)	0.0	$16k		25k	0.66	View chart
Allbirds Com Cl A (BIRD)	0.0	$13k	-9%	19k	0.69	View chart

Past Filings by Patriot Financial Group Insurance Agency

SEC 13F filings are viewable for Patriot Financial Group Insurance Agency going back to 2016

Patriot Financial Group Insurance Agency 2024 Q1 filed April 30, 2024
Patriot Financial Group Insurance Agency 2023 Q4 filed Jan. 19, 2024
Patriot Financial Group Insurance Agency 2023 Q3 filed Oct. 19, 2023
Patriot Financial Group Insurance Agency 2023 Q2 filed July 17, 2023
Patriot Financial Group Insurance Agency 2023 Q1 filed April 20, 2023
Patriot Financial Group Insurance Agency 2022 Q4 filed Jan. 17, 2023
Patriot Financial Group Insurance Agency 2022 Q3 filed Nov. 1, 2022
Patriot Financial Group Insurance Agency 2022 Q2 filed July 29, 2022
Patriot Financial Group Insurance Agency 2022 Q1 filed May 11, 2022
Patriot Financial Group Insurance Agency 2021 Q4 filed Jan. 10, 2022
Patriot Financial Group Insurance Agency 2021 Q3 filed Nov. 24, 2021
Patriot Financial Group Insurance Agency 2021 Q2 filed July 30, 2021
Patriot Financial Group Insurance Agency 2021 Q1 filed April 29, 2021
Patriot Financial Group Insurance Agency 2020 Q4 filed Jan. 15, 2021
Patriot Financial Group Insurance Agency 2020 Q3 filed Oct. 21, 2020
Patriot Financial Group Insurance Agency 2020 Q2 filed July 10, 2020

View all past filings

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