PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UNH | 4K | $1.27M |
 | TTE | 4K | $219.48K |
 | AMGN | 4K | $1.03M |
 | MTB | 4K | $718.69K |
 | GEV | 4K | $2.23M |
 | BUD | 4K | $214.60K |
 | VRT | 4K | $542.50K |
 | FANG | 4K | $513.97K |
 | TXN | 4K | $659.25K |
 | DELL | 4K | $504.49K |
 | UNP | 4K | $829.42K |
 | FMX | 4K | $345.80K |
 | W | 3K | $304.85K |
 | ADBE | 3K | $1.19M |
 | AFL | 3K | $364.22K |
 | VRTX | 3K | $1.28M |
 | MCD | 3K | $987.73K |
 | ISRG | 3K | $1.45M |
 | NUE | 3K | $425.26K |
 | ALB | 3K | $254.35K |
UnitedHealth Group Incorporated
UNH
Shares Held
4K
Value
$1.27M
TotalEnergies SE
TTE
Shares Held
4K
Value
$219.48K
Amgen Inc.
AMGN
Shares Held
4K
Value
$1.03M
M&T Bank Corporation
MTB
Shares Held
4K
Value
$718.69K
GE Vernova Inc.
GEV
Shares Held
4K
Value
$2.23M
Anheuser-Busch InBev SA/NV
BUD
Shares Held
4K
Value
$214.60K
Vertiv Holdings Co
VRT
Shares Held
4K
Value
$542.50K
Diamondback Energy, Inc.
FANG
Shares Held
4K
Value
$513.97K
Texas Instruments Incorporated
TXN
Shares Held
4K
Value
$659.25K
Dell Technologies Inc.
DELL
Shares Held
4K
Value
$504.49K
Union Pacific Corporation
UNP
Shares Held
4K
Value
$829.42K
Fomento Económico Mexicano, S.A.B. de C.V.
FMX
Shares Held
4K
Value
$345.80K
Wayfair Inc.
W
Shares Held
3K
Value
$304.85K
Adobe Inc.
ADBE
Shares Held
3K
Value
$1.19M
Aflac Incorporated
AFL
Shares Held
3K
Value
$364.22K
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
3K
Value
$1.28M
McDonald's Corporation
MCD
Shares Held
3K
Value
$987.73K
Intuitive Surgical, Inc.
ISRG
Shares Held
3K
Value
$1.45M
Nucor Corporation
NUE
Shares Held
3K
Value
$425.26K
Albemarle Corporation
ALB
Shares Held
3K
Value
$254.35K