IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Patriot Financial Group Insurance Agency, LLC

Q1 2020 Holdings

Filed 2020-04-15 | 1754 holdings | $6.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
LHC Group Inc COM(LHCGUSD)Stock50187A107$181270.0%
O'shares Ftse U.S. Quality Dividend ETF(OUSAGBP)ETF67110P407$186330.0%
KLA Corporation COM New(KLAC)Stock482480100$181250.0%
Pacwest Bancorp del COM(PACWUSD)Stock695263103$181,0000.0%
Dunkin Brands Group Inc COM(DNKN)Stock265504100$183400.0%
American Superconductor Corp SHS New(AMSC)Stock030111207$183,2020.0%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$184130.0%
Idacorp Inc COM(IDA)Stock451107106$182030.0%
Docusign Inc COM(DOCU)Stock256163106$182000.0%
Exponent Inc COM(EXPO)Stock30214U102$182460.0%
BlackRock Floating Rate Income COM(BGT)CEF091941104$181,8260.0%
Celanese Corp del COM(CE)Stock150870103$192630.0%
Immunomedics Inc COM(IMMU)Stock452907108$191,4000.0%
Invesco High Yield Equity Dividend Achievers ETF(PEY)ETF46137V563$191,4810.0%
Carmax Inc COM(KMX)Stock143130102$193600.0%
Ishares Morningstar Large-Cap ETF(ILCB)ETF464287127$191290.0%
China Mobile Limited Sponsored ADRADR16941M109$195170.0%
Etho Climate Leadership U.S. ETFETF26924G888$195670.0%
Ebay Inc. COM(EBAY)Stock278642103$196240.0%
BHP Group LTD Sponsored ADS(BHP)ADR088606108$195280.0%
Wabtec COM(WAB)Stock929740108$194040.0%
Spirit Rlty Cap Inc New COM New(SRCUSD)REIT84860W300$197390.0%
Nuveen PFD & Income Term FD COM(XJPIX)CEF67075A106$201,1000.0%
Principal Finl Group Inc COM(PFG)Stock74251V102$206280.0%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$203310.0%
Barings Partn Invs SH BEN INT(MPV)CEF06761A103$201,7000.0%
Seagate Technology PLC SHS(STX)StockG7945M107$204000.0%
Wisdomtree Emerging Markets Quality Dividend Growth Fund(DGRE)ETF97717W323$201,0580.0%
Fidelity Msci Real Estate Index ETF(FREL)ETF316092857$209530.0%
British Amern TOB PLC Sponsored ADR(BMTA)ADR110448107$205760.0%
Spdr Portfolio S&P 500 High Dividend ETF(SPYD)ETF78468R788$208090.0%
Pacer Trendpilot US Mid Cap ETF(PTMC)ETF69374H204$207020.0%
Extreme Networks Inc COM(EXTR)Stock30226D106$206,5000.0%
Arista Networks Inc COM(ANETEUR)Stock040413106$201000.0%
Franklin Liberty U.S. Core Bond ETF(FLCB)ETF35473P553$207810.0%
Ishares Core Total USD Bond Market ETF(IUSB)ETF46434V613$203800.0%
Sysco Corp COM(SYY)Stock871829107$214560.0%
Ishares U.S. Dividend and Buyback ETF(DIVB)ETF46435U861$219110.0%
Zimmer Biomet Holdings Inc COM(ZBH)Stock98956P102$212040.0%
Twilio Inc CL A(TWLO)Stock90138F102$212320.0%
Sarepta Therapeutics Inc COM(SRPT)Stock803607100$212110.0%
Ameren Corp COM(AEE)Stock023608102$212870.0%
Fidelity Msci Consumer Discretionary Index ET(FDIS)ETF316092204$215660.0%
Gabelli Equity TR Inc COM(GAB)CEF362397101$214,7500.0%
Invesco Golden Dragon China ETF(PGJ)ETF46137V571$215500.0%
Spdr S&P Regional Banking ETF(KRE)ETF78464A698$216520.0%
ASA Gold and Precious Mtls LMT SHS(NVGLF)CEFG3156P103$212,0000.0%
Wisdomtree Europe Smallcap Dividend Fund(DFE)ETF97717W869$215070.0%
Weyerhaeuser Co MTN BE COM(WY)Stock962166104$211,2290.0%
Loral Space & Communicatns Inc COMStock543881106$211,3000.0%
PreviousPage 22 of 35Next