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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Patriot Financial Group Insurance Agency, LLC INSTITUTION : Patriot Financial Group Insurance Agency, LLC
Patriot Financial Group Insurance Agency, LLC Portfolio (reported on 2020-04-15)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
BARNES GROUP INC COM    (Stock) B 20,591,000 492,260 9.40%
VANGUARD DIVIDEND APPRECIATION INDEX FUND    (ETF) VIG 8,299,000 80,267 3.79%
VICTORYSHARES U.S. 500 VOLATILITY WTD INDEX FUND    (ETF) 6,141,000 144,807 2.80%
APPLE INC COM    (Stock) AAPL 5,964,000 23,453 2.72%
SCHWAB U.S. LARGE-CAP GROWTH ETF    (ETF) SCHG 5,515,000 69,244 2.51%
ISHARES CORE S&P 500 ETF    (ETF) IVV 3,731,000 14,437 1.70%
ISHARES U.S. TREASURY BOND ETF    (ETF) GOVT 3,247,000 115,930 1.48%
AMAZON COM INC COM    (Stock) AMZN 2,537,000 1,301 1.15%
MICROSOFT CORP COM    (Stock) MSFT 2,514,000 15,939 1.14%
AT&T INC COM    (Stock) T 2,455,000 84,218 1.12%
ISHARES MSCI ACWI INDEX FUND    (ETF) ACWI 2,430,000 38,831 1.11%
VANGUARD TOTAL BOND MARKET INDEX FUND    (ETF) BND 2,332,000 27,320 1.06%
VANGUARD TOTAL STOCK MARKET INDEX FUND    (ETF) VTI 2,310,000 17,922 1.05%
ISHARES MSCI USA ESG OPTIMIZED ETF    (ETF) 1,965,000 34,180 0.89%
VERIZON COMMUNICATIONS INC COM    (Stock) VZ 1,920,000 35,732 0.87%
SPDR PORTFOLIO S&P 500 ETF    (ETF) ELR 1,884,000 62,276 0.86%
WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND    (ETF) 1,757,000 34,011 0.80%
WALMART INC COM    (Stock) WMT 1,702,000 14,984 0.77%
GLOBAL X NASDAQ 100 COVERED CALL ETF    (ETF) 1,633,000 84,752 0.74%
WISDOMTREE U.S. LARGECAP FUND    (ETF) EPS 1,586,000 56,416 0.72%
ISHARES SHORT MATURITY BOND ETF    (ETF) NEAR 1,520,000 31,342 0.69%
JPMORGAN CHASE & CO COM    (Stock) JPM 1,515,000 16,828 0.69%
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF    (ETF) TMW 1,508,000 47,957 0.68%
CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF    (ETF) 1,461,000 41,733 0.66%
ISHARES EDGE MSCI USA QUALITY FACTOR ETF    (ETF) QUAL 1,377,000 16,992 0.62%
ISHARES S&P SMALL-CAP FUND    (ETF) IJR 1,331,000 23,721 0.60%
VICTORYSHARES U.S. 500 ENHANCED VOLATILITY WTD INDEX ETF    (ETF) 1,322,000 28,326 0.60%
VANGUARD FTSE DEVELOPED MARKETS ETF    (ETF) VEA 1,312,000 39,362 0.59%
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF    (ETF) FPE 1,262,000 76,962 0.57%
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF    (ETF) ITR 1,247,000 36,663 0.56%
PACER TRENDPILOT US LARGE CAP ETF    (ETF) 1,228,000 45,455 0.56%
ISHARES CORE MSCI EAFE ETF    (ETF) IEFA 1,200,000 24,058 0.54%
EXXON MOBIL CORP COM    (Stock) XOM 1,188,000 31,286 0.54%
DISNEY WALT CO COM DISNEY    (Stock) DIS 1,183,000 12,246 0.54%
SPDR PORTFOLIO S&P 500 GROWTH ETF    (ETF) ELG 1,180,000 33,015 0.53%
SCHWAB U.S. LARGE-CAP ETF    (ETF) SCHX 1,178,000 19,228 0.53%
ISHARES CORE U.S. AGGREGATE BOND ETF    (ETF) AGG 1,109,000 9,612 0.50%
WISDOMTREE U.S. MULTIFACTOR FUND    (ETF) 1,098,000 44,778 0.50%
ISHARES S&P MIDCAP FUND    (ETF) IJH 1,066,000 7,411 0.48%
VISA INC COM CL A    (Stock) V 1,031,000 6,400 0.47%
FACEBOOK INC CL A    (Stock) FB 1,024,000 6,138 0.46%
CISCO SYS INC COM    (Stock) CSCO 1,006,000 25,586 0.45%
ISHARES MSCI KLD 400 SOCIAL ETF    (ETF) DSI 1,003,000 10,296 0.45%
ISHARES EDGE MSCI MIN VOL USA ETF    (ETF) USMV 995,000 18,421 0.45%
SPDR S&P 500 ETF    (ETF) SPY 951,000 3,691 0.43%
VANGUARD S&P 500 ETF    (ETF) VOO 923,000 3,397 0.42%
MCDONALDS CORP COM    (Stock) MCD 911,000 5,508 0.41%
NVIDIA CORP COM    (Stock) NVDA 907,000 3,442 0.41%
PEPSICO INC COM    (Stock) PEP 889,000 7,399 0.40%
ISHARES RUSSELL MID-CAP ETF    (ETF) IWR 888,000 20,562 0.40%
CRISPR THERAPEUTICS AG NAMEN AKT    (Stock) 853,000 20,105 0.38%
VANGUARD FTSE EMERGING MARKETS ETF    (ETF) VWO 841,000 25,056 0.38%
X-TRACKERS MSCI EAFE HEDGED EQUITY ETF    (ETF) DBEF 817,000 30,474 0.37%
FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF    (ETF) LMBS 800,000 15,693 0.36%
ISHARES MSCI EAFE ETF    (ETF) EFA 792,000 14,823 0.36%
ALPHABET INC CAP STK CL C    (Stock) GOOG 791,000 680 0.36%
PROCTER & GAMBLE CO COM    (Stock) PG 789,000 7,173 0.36%
APTOSE BIOSCIENCES INC COM NEW    (Stock) APTO 781,000 131,554 0.35%
JOHNSON & JOHNSON COM    (Stock) JNJ 778,000 5,932 0.35%
PEOPLES UTD FINL INC COM    (Stock) PBCT 776,000 70,200 0.35%
ADOBE INC COM    (Stock) ADBE 767,000 2,411 0.35%
WISDOMTREE U.S. SMALLCAP FUND    (ETF) EES 764,000 34,213 0.34%
SPDR PORTFOLIO LONG TERM TREASURY ETF    (ETF) TLO 750,000 15,882 0.34%
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF    (ETF) GWL 746,000 31,173 0.34%
PRICE T ROWE GROUP INC COM    (Stock) TROW 736,000 7,532 0.33%
EVERSOURCE ENERGY COM    (Stock) ES 717,000 9,174 0.32%
INTEL CORP COM    (Stock) INTC 692,000 12,787 0.31%
CLOROX CO DEL COM    (Stock) CLX 690,000 3,984 0.31%
ISHARES RUSSELL TOP 200 ETF    (ETF) IWL 673,000 10,931 0.30%
NETFLIX INC COM    (Stock) NFLX 668,000 1,778 0.30%
CVS HEALTH CORP COM    (Stock) CVS 659,000 11,105 0.30%
ISHARES RUSSELL 1000 GROWTH ETF    (ETF) IWF 616,000 4,088 0.28%
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF    (ETF) SHYG 593,000 14,507 0.27%
PAYPAL HLDGS INC COM    (Stock) PYPL 590,000 6,161 0.26%
AMGEN INC COM    (Stock) AMGN 586,000 2,892 0.26%
TARGET CORP COM    (Stock) TGT 575,000 6,142 0.26%
BOEING CO COM    (Stock) BA 575,000 3,856 0.26%
COCA COLA CO COM    (Stock) KO 575,000 12,995 0.26%
ISHARES MSCI EM ESG SELECT ETF    (ETF) 570,000 20,820 0.26%
UNION PAC CORP COM    (Stock) UNP 568,000 4,026 0.25%
SPDR PORTFOLIO EMERGING MARKETS ETF    (ETF) GMM 563,000 19,789 0.25%
NUVEEN PFD & INCM SECURTIES FD COM    (CEF) JPS 559,000 76,971 0.25%
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF    (ETF) 559,000 5,253 0.25%
WISDOMTREE DYNAMIC CURRENCY HEDGED INTERNATIONAL EQUITY FUND    (ETF) 557,000 24,337 0.25%
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF    (ETF) LGLV 543,000 5,990 0.24%
ALLERGAN PLC SHS    (Stock) AGN 533,000 3,010 0.24%
KIMBERLY CLARK CORP COM    (Stock) KMB 530,000 4,141 0.24%
SPDR S&P 600 SMALL CAP GROWTH ETF    (ETF) DSG 528,000 11,435 0.24%
HOME DEPOT INC COM    (Stock) HD 509,000 2,725 0.23%
ISHARES MSCI EAFE ESG SELECT ETF    (ETF) 508,000 9,553 0.23%
MERCK & CO. INC COM    (Stock) MRK 508,000 6,604 0.23%
ROKU INC COM CL A    (Stock) 500,000 5,710 0.22%
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND    (ETF) XSOE 497,000 20,337 0.22%
STRATEGY SHARES NASDAQ 7HANDL INDEX ETF    (ETF) 485,000 21,997 0.22%
ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF    (ETF) JKE 481,000 2,587 0.21%
MEDTRONIC PLC SHS    (Stock) MDT 475,000 5,264 0.21%
WISDOMTREE U.S. MIDCAP DIVIDEND FUND    (ETF) DON 474,000 19,599 0.21%
FEDEX CORP COM    (Stock) FDX 473,000 3,899 0.21%
VANGUARD SHORT-TERM BOND INDEX FUND    (ETF) BSV 473,000 5,760 0.21%
COSTCO WHSL CORP NEW COM    (Stock) COST 454,000 1,591 0.20%
ISHARES MSCI EAFE VALUE ETF    (ETF) EFV 445,000 12,470 0.20%
ISHARES EDGE MSCI INTL QUALITY FACTOR ETF    (ETF) 444,000 17,187 0.20%
COMCAST CORP NEW CL A    (Stock) CMCSA 442,000 12,866 0.20%
NUVEEN REAL ASSET INCOME & GRO COM    (CEF) JRI 438,000 44,335 0.20%
STANLEY BLACK & DECKER INC COM    (Stock) SWK 435,000 4,353 0.19%
BK OF AMERICA CORP COM    (Stock) BAC 431,000 20,323 0.19%
WISDOMTREE MORTGAGE PLUS BOND FUND    (ETF) 428,000 8,555 0.19%
PFIZER INC COM    (Stock) PFE 423,000 12,960 0.19%
VANGUARD TOTAL INTERNATIONAL BOND ETF    (ETF) BNDX 421,000 7,488 0.19%
VANGUARD MID-CAP INDEX FUND    (ETF) VO 417,000 3,171 0.19%
PROLOGIS INC. COM    (REIT) PLD 412,000 5,122 0.18%
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND    (ETF) DGRW 409,000 10,518 0.18%
ISHARES CORE S&P U.S. VALUE ETF    (ETF) IWW 409,000 8,861 0.18%
INVESCO S&P 500 EQUAL WEIGHT ETF    (ETF) 407,000 4,844 0.18%
ISHARES NATIONAL MUNI BOND ETF    (ETF) MUB 402,000 3,559 0.18%
BAIDU INC SPON ADR REP A    (ADR) BIDU 401,000 3,982 0.18%
BRISTOL-MYERS SQUIBB CO COM    (Stock) BMY 396,000 7,098 0.18%
ISHARES CORE MSCI EMERGING MARKETS ETF    (ETF) IEMG 392,000 9,687 0.17%
SERVICENOW INC COM    (Stock) NOW 392,000 1,368 0.17%
VANGUARD HIGH DIVIDEND YIELD ETF    (ETF) VYM 387,000 5,470 0.17%
INVESCO S&P SMALLCAP 600 PURE GROWTH ETF    (ETF) 387,000 5,072 0.17%
HONEYWELL INTL INC COM    (Stock) HON 385,000 2,879 0.17%
JOHN HANCOCK MULTIFACTOR MID CAP ETF    (ETF) 384,000 13,533 0.17%
ISHARES RUSSELL 1000 VALUE ETF    (ETF) IWD 384,000 3,874 0.17%
TJX COS INC NEW COM    (Stock) TJX 381,000 7,967 0.17%
VANGUARD TOTAL INTERNATIONAL STOCK ETF    (ETF) VXUS 380,000 9,053 0.17%
ALTRIA GROUP INC COM    (Stock) MO 380,000 9,822 0.17%
LOCKHEED MARTIN CORP COM    (Stock) LMT 375,000 1,106 0.17%
BROADCOM INC COM    (Stock) 375,000 1,583 0.17%
INVESCO QQQ TRUST    (ETF) 373,000 1,959 0.17%
INTERNATIONAL BUSINESS MACHS COM    (Stock) IBM 371,000 3,348 0.16%
RAYTHEON TECHNOLOGIES CORP COM    (Stock) 370,000 3,919 0.16%
VANECK VECTORS INVESTMENT GRADE FLOATING RATE ETF    (ETF) 370,000 15,652 0.16%
VANGUARD VALUE INDEX FUND    (ETF) VTV 369,000 4,148 0.16%
SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF    (ETF) 368,000 7,626 0.16%
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF    (ETF) EMB 367,000 3,792 0.16%
MASTERCARD INC CL A    (Stock) MA 363,000 1,504 0.16%
VEEVA SYS INC CL A COM    (Stock) VEEV 362,000 2,315 0.16%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 358,000 1,959 0.16%
ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF    (ETF) EMHY 356,000 9,358 0.16%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP    (Stock) MMP 350,000 9,583 0.15%
NEXTERA ENERGY INC COM    (Stock) NEE 348,000 1,447 0.15%
GENERAL ELECTRIC CO COM    (Stock) GE 348,000 43,884 0.15%
METLIFE INC COM    (Stock) MET 347,000 11,343 0.15%
HOLOGIC INC COM    (Stock) HOLX 346,000 9,870 0.15%
WISDOMTREE FLOATING RATE TREASURY FUND    (ETF) USFR 345,000 13,746 0.15%
WISDOMTREE FUNDAMENTAL U.S. HIGH YIELD CORPORATE BOND FUND    (ETF) 345,000 7,714 0.15%
ABBVIE INC COM    (Stock) ABBV 341,000 4,470 0.15%
NIKE INC CL B    (Stock) NKE 337,000 4,073 0.15%
ISHARES ESG U.S. AGGREGATE BOND ETF    (ETF) 335,000 6,047 0.15%
VANGUARD GROWTH INDEX FUND    (ETF) VUG 333,000 2,124 0.15%
SCHWAB U.S. MID-CAP ETF    (ETF) SCHM 330,000 7,839 0.15%
SPDR PORTFOLIO TIPS ETF    (ETF) IPE 326,000 11,232 0.14%
ISHARES AGENCY BOND ETF    (ETF) 316,000 2,622 0.14%
ALIBABA GROUP HLDG LTD SPONSORED ADS    (ADR) BABA 315,000 1,620 0.14%
ADVANCED MICRO DEVICES INC COM    (Stock) AMD 314,000 6,900 0.14%
ALPHABET INC CAP STK CL A    (Stock) GOOGL 304,000 262 0.13%
SCHWAB SHORT-TERM U.S. TREASURY ETF    (ETF) SCHO 303,000 5,853 0.13%
APPLIED MATLS INC COM    (Stock) AMAT 303,000 6,608 0.13%
QUALCOMM INC COM    (Stock) QCOM 302,000 4,459 0.13%
JPMORGAN RESEARCH ENHANCED HIGH YIELD ETF    (ETF) 302,000 6,817 0.13%
AMERICAN TOWER CORP NEW COM    (REIT) AMT 299,000 1,374 0.13%
3M CO COM    (Stock) MMM 299,000 2,190 0.13%
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND    (ETF) BIV 296,000 3,309 0.13%
SPDR GOLD SHARES    (ETF) GLD 295,000 1,990 0.13%
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF    (ETF) FTEC 294,000 4,694 0.13%
ISHARES CORE MSCI EUROPE ETF    (ETF) IEUR 291,000 7,860 0.13%
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF    (ETF) CWB 286,000 5,966 0.13%
ISHARES U.S. AEROSPACE & DEFENSE ETF    (ETF) ITA 284,000 1,974 0.12%
HINGHAM INSTN SVGS MASS COM    (Stock) HIFS 284,000 1,959 0.12%
NUVEEN S&P 500 BUY-WRITE INC COM    (CEF) JPZ 282,000 27,892 0.12%
PHILIP MORRIS INTL INC COM    (Stock) PM 281,000 3,848 0.12%
JOHNSON CTLS INTL PLC SHS    (Stock) 280,000 10,396 0.12%
WORKDAY INC CL A    (Stock) WDAY 278,000 2,136 0.12%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF    (ETF) VTIP 276,000 5,664 0.12%
INNOVATIVE INDL PPTYS INC COM    (REIT) 275,000 3,619 0.12%
SCHWAB INTERNATIONAL EQUITY ETF    (ETF) SCHF 262,000 10,135 0.11%
NATIONAL GRID PLC SPONSORED ADR NE    (ADR) 260,000 4,469 0.11%
V F CORP COM    (Stock) VFC 260,000 4,806 0.11%
NUVEEN AMT FREE MUN CR INC FD COM    (CEF) NVG 259,000 17,629 0.11%
DUPONT DE NEMOURS INC COM    (Stock) 257,000 7,547 0.11%
BLACKSTONE GROUP INC COM CL A    (Stock) 255,000 5,595 0.11%
VOYAGER THERAPEUTICS INC COM    (Stock) 253,000 27,626 0.11%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF    (ETF) 251,000 2,654 0.11%
VANGUARD SMALL-CAP VALUE INDEX FUND    (ETF) VBR 249,000 2,805 0.11%
ABBOTT LABS COM    (Stock) ABT 243,000 3,084 0.11%
VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF    (ETF) 239,000 8,384 0.10%
INVESCO S&P 500 REVENUE ETF    (ETF) 238,000 5,412 0.10%
ISHARES MSCI UNITED KINGDOM ETF    (ETF) 237,000 9,924 0.10%
ACTIVISION BLIZZARD INC COM    (Stock) ATVI 233,000 3,918 0.10%
UNITEDHEALTH GROUP INC COM    (Stock) UNH 230,000 921 0.10%
WISDOMTREE U.S. QUALITY SHAREHOLDER YIELD FUND    (ETF) EZY 230,000 3,559 0.10%
SALESFORCE COM INC COM    (Stock) CRM 227,000 1,578 0.10%
CENTERPOINT ENERGY INC COM    (Stock) CNP 226,000 14,630 0.10%
TECHNOLOGY SELECT SECTOR SPDR FUND    (ETF) XLK 220,000 2,737 0.10%
FIRST TRUST MUNICIPAL HIGH INCOME ETF    (ETF) 219,000 4,468 0.10%
INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF    (ETF) 215,000 8,320 0.09%
CSX CORP COM    (Stock) CSX 215,000 3,757 0.09%
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND    (ETF) DGS 213,000 6,458 0.09%
COLONY CR REAL ESTATE INC COM CL A    (REIT) 213,000 54,076 0.09%
1 2 3 4 5 6 7 8 9 Next >Full Portfolio View
Total Value As 2020-03-31: 218,918,000 SEC FILING
* Portfolios do not reflect changes after reporting
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