Holdings
Patriot Financial Group Insurance Agency, LLC
As of Sep 30, 2026, Patriot Financial Group Insurance Agency, LLC reported 208 positions worth US$467M. Largest: Apple Inc, Microsoft Corp. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 81,992 | US$27.3M | −6,705 | Sep 30, 2026 |
| Microsoft Corp. | 53,160 | US$27.3M | +641 | Sep 30, 2026 |
| Nvidia Corporation | 110K | US$25.1M | −6,497 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 68,369 | US$23.3M | +4,677 | Sep 30, 2026 |
| Amazon.com, Inc. | 65,287 | US$16.3M | +4,897 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 28,775 | US$14.3M | +1,911 | Sep 30, 2026 |
| Advanced Micro Devices Inc | 21,265 | US$13M | +4,910 | Sep 30, 2026 |
| Meta Platforms, Inc. | 17,231 | US$12.5M | +300 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 32,806 | US$10.9M | +1,045 | Sep 30, 2026 |
| Micron Technology, Inc. | 9,536 | US$10.2M | −848 | Sep 30, 2026 |