
PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | FTNT | 20K | $1.71M |
![]() | VSCO | 20K | $539.71K |
![]() | AMD | 19K | $3.10M |
![]() | OMC | 18K | $1.50M |
![]() | AVGO | 18K | $6.00M |
![]() | MO | 18K | $1.19M |
![]() | HRB | 18K | $898.67K |
![]() | REE | 18K | $12.82K |
![]() | AEO | 17K | $296.89K |
![]() | WBS | 17K | $1.03M |
![]() | LNC | 17K | $694.46K |
![]() | BRSP | 17K | $92.47K |
![]() | NVS | 17K | $2.16M |
![]() | SOFI | 16K | $431.25K |
![]() | WMG | 16K | $554.10K |
![]() | RPM | 16K | $1.88M |
![]() | BSX | 16K | $1.56M |
![]() | PAGP | 15K | $280.11K |
![]() | EDIT | 15K | $52.05K |
![]() | ET | 15K | $256.81K |

Fortinet, Inc.
FTNT
Shares Held
20K
Value
$1.71M

Victoria's Secret & Co.
VSCO
Shares Held
20K
Value
$539.71K

Advanced Micro Devices, Inc.
AMD
Shares Held
19K
Value
$3.10M

Omnicom Group Inc.
OMC
Shares Held
18K
Value
$1.50M

Broadcom Inc.
AVGO
Shares Held
18K
Value
$6.00M

Altria Group, Inc.
MO
Shares Held
18K
Value
$1.19M

H&R Block, Inc.
HRB
Shares Held
18K
Value
$898.67K

REE Automotive Ltd.
REE
Shares Held
18K
Value
$12.82K

American Eagle Outfitters, Inc.
AEO
Shares Held
17K
Value
$296.89K

Webster Financial Corporation
WBS
Shares Held
17K
Value
$1.03M

Lincoln National Corporation
LNC
Shares Held
17K
Value
$694.46K

BrightSpire Capital, Inc.
BRSP
Shares Held
17K
Value
$92.47K

Novartis AG
NVS
Shares Held
17K
Value
$2.16M

SoFi Technologies, Inc.
SOFI
Shares Held
16K
Value
$431.25K

Warner Music Group Corp.
WMG
Shares Held
16K
Value
$554.10K

RPM International Inc.
RPM
Shares Held
16K
Value
$1.88M

Boston Scientific Corporation
BSX
Shares Held
16K
Value
$1.56M

Plains GP Holdings, L.P.
PAGP
Shares Held
15K
Value
$280.11K

Editas Medicine, Inc.
EDIT
Shares Held
15K
Value
$52.05K

Energy Transfer LP
ET
Shares Held
15K
Value
$256.81K
