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  Name: Patriot Financial Group Insurance Agency LLC
  City: WESTBOROUGH
  State: MA
  Zip: 01581
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $628,502,000
  Total Value Change : $99,426,000
  Securities Held Change : 18
   
All Securities Held : 476
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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Holdings Found : 54     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (FTEC)1 Year Chart         FTEC Fidelity Msci Information T... New $153.53 $4,877,000 31,292 % 4,877,000 31,292 0    N/A
   (HTAB)1 Year Chart         HTAB Hartford Schroders Tax-awar... New $0.00 $3,161,000 161,422 % 3,161,000 161,422 0    N/A
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... New $44.35 $3,124,000 70,368 % 3,124,000 70,368 0    N/A
   (CWS)1 Year Chart         CWS Advisorshares Focused Equit... New $0.00 $764,000 11,993 % 764,000 11,993 0    N/A
   (DEO)1 Year Chart         DEO Diageo Plc (ADR) New $142.94 $735,000 4,943 % 735,000 4,943 0    N/A
   (PSFF)1 Year Chart         PSFF Pacer Swan Sos Fund Of Fund... New $0.00 $644,000 23,851 % 644,000 23,851 0    N/A
   (TCAF)1 Year Chart         TCAF T Rowe Price Capital Apprec... New $0.00 $614,000 20,315 % 614,000 20,315 0    N/A
   (CGMS)1 Year Chart         CGMS Capital Group Us Multi-sect... New $0.00 $600,000 22,204 % 600,000 22,204 0    N/A
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... New $0.00 $572,000 15,665 % 572,000 15,665 0    N/A
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf New $0.00 $522,000 9,958 % 522,000 9,958 0    N/A
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF New $25.77 $519,000 22,799 % 519,000 22,799 0    N/A
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... New $0.00 $464,000 8,060 % 464,000 8,060 0    N/A
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... New $49.42 $434,000 8,670 % 434,000 8,670 0    N/A
   (FMB)1 Year Chart         FMB First Trust Managed Municipal New $0.00 $400,000 7,782 % 400,000 7,782 0    N/A
   (HEFA)1 Year Chart         HEFA Ishares Currency Hedged Msc... New $0.00 $390,000 11,193 % 390,000 11,193 0    N/A
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... New $48.66 $370,000 7,530 % 370,000 7,530 0    N/A
   (HYLS)1 Year Chart         HYLS First Trust Tactical High Y... New $40.56 $365,000 8,857 % 365,000 8,857 0    N/A
   (MOMO)1 Year Chart         MOMO Hello Group Inc New $6.05 $353,000 56,799 % 353,000 56,799 0    N/A
   (AFL)1 Year Chart         AFL AFLAC Inc New $86.08 $343,000 4,692 % 343,000 4,692 0    N/A
   (HYG)1 Year Chart         HYG iShares iBoxx $ High Yield ... New $76.90 $329,000 4,234 % 329,000 4,234 0    N/A
   (VFC)1 Year Chart         VFC VF Corp New $12.43 $317,000 20,645 % 317,000 20,645 0    N/A
   (MAR)1 Year Chart         MAR Marriott International Inc New $240.46 $301,000 1,195 % 301,000 1,195 0    N/A
   (CGMU)1 Year Chart         CGMU Capital Group Municipal Inc... New $0.00 $294,000 10,870 % 294,000 10,870 0    N/A
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc New $372.63 $293,000 733 % 293,000 733 0    Medical Appliances & ...
   (FJP)1 Year Chart         FJP First Trust Japan Alphadex ... New $53.13 $261,000 4,728 % 261,000 4,728 0    N/A
   (IXC)1 Year Chart         IXC iShares tr S&P Glbl Energy New $43.71 $259,000 6,037 % 259,000 6,037 0    N/A
   (SWAV)1 Year Chart         SWAV Shockwave Medical, Inc. New $330.55 $257,000 790 % 257,000 790 0    N/A
   (GM)1 Year Chart         GM General Motors Co New $42.66 $246,000 5,432 % 246,000 5,432 0    N/A
   (LGOV)1 Year Chart         LGOV First Trust Long Duration O... New $20.69 $243,000 11,367 % 243,000 11,367 0    N/A
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc New $20.60 $240,000 10,430 % 240,000 10,430 0    N/A
   (PTC)1 Year Chart         PTC PTC INC New $180.00 $239,000 1,265 % 239,000 1,265 0    N/A
   (AHS)1 Year Chart         AHS AMN Healthcare Services Inc New $54.71 $236,000 3,783 % 236,000 3,783 0    N/A
   (CLIP)1 Year Chart         CLIP Global X 1-3 Month T-bill Etf New $0.00 $231,000 9,198 % 231,000 9,198 0    N/A
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... New $331.98 $225,000 748 % 225,000 748 0    N/A
   (NET)1 Year Chart         NET Cloudflare, Inc. New $0.00 $221,000 2,285 % 221,000 2,285 0    N/A
   (YUMC)1 Year Chart         YUMC Yum China Holdings, Inc. New $37.84 $220,000 5,520 % 220,000 5,520 0    N/A
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc New $297.47 $215,000 755 % 215,000 755 0    N/A
   (AR)1 Year Chart         AR Antero Resources Corp New $33.32 $211,000 7,290 % 211,000 7,290 0    N/A
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp New $718.27 $209,000 299 % 209,000 299 0    N/A
   (HERD)1 Year Chart         HERD Pacer Cash Cows Fund Of Fun... New $0.00 $207,000 5,274 % 207,000 5,274 0    N/A
   (IRM)1 Year Chart         IRM Iron Mountain Inc New $79.77 $207,000 2,581 % 207,000 2,581 0    N/A
   (USB)1 Year Chart         USB US Bancorp Delaware New $41.85 $205,000 4,596 % 205,000 4,596 0    N/A
   (EMLP)1 Year Chart         EMLP First Trust North American ... New $30.62 $204,000 6,900 % 204,000 6,900 0    N/A
   (FSMB)1 Year Chart         FSMB First Trust Short Duration ... New $0.00 $204,000 10,278 % 204,000 10,278 0    N/A
   (HSPX)1 Year Chart         HSPX Global X S&P 500 Covered Ca... New $0.00 $201,000 4,917 % 201,000 4,917 0    N/A
   (HIG)1 Year Chart         HIG Hartford Financial Services... New $101.89 $200,000 1,945 % 200,000 1,945 0    N/A
   (PGX)1 Year Chart         PGX Invesco Preferred ETF New $11.49 $165,000 13,857 % 165,000 13,857 0    N/A
   (JBLU)1 Year Chart         JBLU JetBlue Airways Corp New $5.77 $164,000 22,100 % 164,000 22,100 0    N/A
   (PCT)1 Year Chart         PCT Purecycle Technologies, Inc. New $0.00 $155,000 24,996 % 155,000 24,996 0    N/A
   (RKT)1 Year Chart         RKT Rock-Tenn Co A New $13.67 $152,000 10,440 % 152,000 10,440 0    N/A
   (SNAP)1 Year Chart         SNAP Snap Inc New $16.01 $149,000 12,977 % 149,000 12,977 0    N/A
   (CRK)1 Year Chart         CRK Comstock Resources Inc New $10.15 $95,000 10,253 % 95,000 10,253 0    N/A
   (NAT)1 Year Chart         NAT Nordic American Tanker Ship... New $4.14 $79,000 20,200 % 79,000 20,200 0    N/A
   (ACXP)1 Year Chart         ACXP Acurx Pharmaceuticals, Inc. New $0.00 $25,000 10,385 % 25,000 10,385 0    N/A
      54 Records Found
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Page 1 of 1
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