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Patriot Financial Group Insurance Agency, LLC

Q4 2017 Holdings

Filed 2018-02-14 | 931 holdings | $204.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
First TR Exchange Traded FD(EMLP)NO AMER ENERGY33738D101$1255,0000.1%
Nike Inc(NKE)CL B654106103$1261,9590.1%
Crispr Therapeutics AG(CRSP)NAMEN AKTH17182108$1274,8900.1%
Doubleline Income Solutions(DSL)COM258622109$1276,2100.1%
Eversource Energy(ES)COM30040W108$1302,0880.1%
Spdr Series Trust(BWX)BLOMBERG INTL TR78464A516$1314,6590.1%
Voyager Therapeutics Inc(VYGR)COM92915B106$1328,2000.1%
Vanguard MUN BD FD Inc(VTEB)TAX EXEMPT BD922907746$1332,5750.1%
Powershares ETF TR IISOVEREIGN DEBT73936T573$1344,5040.1%
Wisdomtree TR(DGS)EMG MKTS SMCAP97717W281$1352,4680.1%
Fidelity(FHLC)MSCI HLTH CARE I316092600$1363,3270.1%
Amplify ETF TR(IBUY)ONLIN RETL ETF032108102$1363,2000.1%
Wisdomtree TR(DGRW)US QTLY DIV GRT97717X669$1373,2540.1%
Ishares Inc(EWL)MSCI SWITZERLAND464286749$1383,8040.1%
Wisdomtree TR(DON)US MIDCAP DIVID97717W505$1393,9190.1%
Wells Fargo Co New(WFC)COM949746101$1392,2560.1%
Royal BK Scotland Group PLCSP ADR PREF S780097739$1405,5400.1%
Texas Instrs Inc(TXN)COM882508104$1411,2870.1%
Ishares TR(IYG)U.S. FIN SVC ETF464287770$1421,0750.1%
Powershares ETF TR IIS&P600 LOVL PT73937B639$1443,1190.1%
JPMorgan Chase Finl Co LLCCUSHING MLP 3748129G703$1446,8790.1%
Prudential Finl Inc(PRU)COM744320102$1441,2200.1%
National Grid PLC(NGG)SPONSORED ADR NE636274409$1492,5060.1%
Global X FDSGLB X MLP ENRG I37950E226$15010,7200.1%
Pepsico Inc(PEP)COM713448108$1521,2950.1%
Victory Portfolios IISHS INTL HGH DIV92647N881$1554,2210.1%
Oppenheimer ETF TRSMALL CAP REV ET68386C302$1562,2030.1%
Nuveen Connecticut Qlty MUNCOM67060D107$15713,0620.1%
Powershares ETF TR IIINSUR NATL MUN73936T474$1576,0840.1%
Vaneck Vectors ETF TR(ANGL)FALLEN ANGEL HG92189F437$1585,2180.1%
Powershares ETF TrustHI YLD EQ DVDN73935X302$1598,9320.1%
Gilead Sciences Inc(GILD)COM375558103$1592,1500.1%
BP PLC(BP)SPONSORED ADR055622104$1633,7720.1%
Vanguard Index FDS(VBR)SM CP VAL ETF922908611$1651,2430.1%
Ishares TR(ITOT)CORE S&P TTL STK464287150$1672,6510.1%
Ishares TR(IEF)BARCLAYS 7 10 YR464287440$1691,6050.1%
Select Sector Spdr TR(XLY)SBI CONS DISCR81369Y407$1751,7080.1%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$1752,2090.1%
Ishares TR(HEFA)HDG MSCI EAFE46434V803$1765,7090.1%
Ishares TR(HEZU)CUR HD EURZN ETF46434V639$1775,8160.1%
Schwab Strategic TR(SCHM)US MID-CAP ETF808524508$1783,2720.1%
Webster Finl Corp Conn(WBS)COM947890109$1803,1350.1%
Vaneck Vectors ETF TR(HYEM)EMERGING MKTS HI92189F353$1827,3440.1%
New York Cmnty Bancorp Inc(NYCBEUR)COM649445103$18414,1480.1%
Caterpillar Inc del(CAT)COM149123101$1851,1230.1%
Home Depot Inc(HD)COM437076102$1869690.1%
BlackRock Enhanced GBL DIV T(XBOEX)COM092501105$18714,4710.1%
3M Co(MMM)COM88579Y101$1877820.1%
Chevron Corp New(CVX)COM166764100$1891,4690.1%
Blackstone Group L P(BXUSD)COM UNIT LTD09253U108$1905,7000.1%
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