Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BARNES GROUP INC COM | 31 | Q2 2024 | 19.4% |
ISHARES TR | 31 | Q2 2024 | 6.1% |
APPLE INC COM | 31 | Q2 2024 | 3.8% |
SCHWAB U.S. LARGE-CAP GROWTH ETF | 31 | Q2 2024 | 8.3% |
VANGUARD SPECIALIZED PORTFOL | 31 | Q2 2024 | 4.2% |
VANGUARD TOTAL STOCK MARKET INDEX FUND | 31 | Q2 2024 | 2.2% |
MICROSOFT CORP COM | 31 | Q2 2024 | 2.4% |
AMAZON COM INC COM | 31 | Q2 2024 | 1.7% |
ISHARES TR | 31 | Q2 2024 | 1.9% |
VANGUARD TAX MANAGED INTL FD | 31 | Q2 2024 | 2.0% |
View Patriot Financial Group Insurance Agency, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-05 |
13F-HR | 2024-07-26 |
13F-HR | 2024-04-30 |
13F-HR | 2024-01-19 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-17 |
13F-HR | 2023-04-20 |
13F-HR | 2023-01-17 |
13F-HR | 2022-11-01 |
13F-HR | 2022-07-29 |
View Patriot Financial Group Insurance Agency, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.