Patriot Financial Group Insurance Agency, LLC - Portfolio overview

Patriot Financial Group Insurance Agency, LLC has 746 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 2.43%
2. IVV - ISHARES TR, 2.22%
3. NVDA - NVIDIA CORPORATION, 2.15%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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