Long-term investor
Patriot Financial Group Insurance Agency, LLC @patriotfinancialgroupins
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001694883).
Record
- Tracked since 2025-06-30 (448 days), 190 trades recorded
- Returns: week n/a · month n/a · 90 days +8.2% · 6 months n/a · 1 year +14.5% · all +14.5%
- Max drawdown n/a · win rate 15% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 2.6% · long · since 2025-06-30
- 464287200 · 2.4% · long · since 2025-06-30
- NVDA · 2.4% · long · since 2025-06-30
- MSFT · 2.0% · long · since 2025-06-30
- 02079K107 · 2.0% · long · since 2025-06-30
- 922908363 · 1.9% · long · since 2025-06-30
- 09290C103 · 1.7% · long · since 2025-06-30
- AMZN · 1.5% · long · since 2025-06-30
- BRK-B · 1.4% · long · since 2025-06-30
- 78464A854 · 1.4% · long · since 2025-06-30
- MU · 1.2% · long · since 2025-06-30
- 09290C863 · 1.1% · long · since 2025-06-30