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Jon Loranger

@Patriot Financial Group Insurance Agency, Llc

Latest period2024 - Q3ReportedManaged Assets$744.543MTotal holdings495
Assets growth rate9.54%Assets growth rate (2-Q avg)8.8%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Patriot Financial Group Insurance Agency, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 495 positions.

Assets under management

The assets under management (AUM) of Patriot Financial Group Insurance Agency, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 744.543M in assets, with a quarterly growth rate of 9.54% and a 2-quarter average growth rate of 8.8%. The portfolio is managed by Jon Loranger, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.7%
1.2%
$8.923M
153,485 shares@ $58.14 avg price
JHMMJohn Hancock Exchange Traded
Recent Activity
Increased 5.15%
1.18%
$8.717M
144,802 shares@ $60.2 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.4%
1.15%
$8.503M
45,635 shares@ $186.34 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 5.06%
1.11%
$8.254M
17,932 shares@ $460.27 avg price
IJRIshares Tr
Recent Activity
Increased 2.92%
1.1%
$8.143M
69,621 shares@ $116.97 avg price
VOOVanguard Index Fds
Recent Activity
Increased 11.81%
1.03%
$7.664M
14,525 shares@ $527.67 avg price
IVWIshares Tr
Recent Activity
Increased 25.56%
0.96%
$7.129M
74,451 shares@ $95.76 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -10.37%
0.93%
$6.857M
11,979 shares@ $572.43 avg price
UITBVictory Portfolios Ii
Recent Activity
Increased 3.52%
0.92%
$6.822M
142,327 shares@ $47.93 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 10.39%
0.86%
$6.342M
30,079 shares@ $210.87 avg price