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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
AMNAmn Healthcare Svcs Inc
Recent Activity
Exited
0%
$283,199
5,528 shares@ $51.23 avg price
PRGOPerrigo Co Plc
Recent Activity
Exited
0%
$281,955
10,980 shares@ $25.68 avg price
PINKSimplify Exchange Traded Fun
Recent Activity
Exited
0%
$269,650
8,588 shares@ $31.4 avg price
RMNIRimini Str Inc Del
Recent Activity
Exited
0%
$258,276
84,129 shares@ $3.07 avg price
GSLGlobal Ship Lease Inc New
Recent Activity
Exited
0%
$254,792
8,850 shares@ $28.8 avg price
PANWPalo Alto Networks Inc
Recent Activity
Exited
0%
$227,476
671 shares@ $339.02 avg price
TTETotalenergies Se
Recent Activity
Exited
0%
$224,712
3,370 shares@ $66.69 avg price
CWBSpdr Ser Tr
Recent Activity
Exited
0%
$221,890
3,079 shares@ $72.07 avg price
BBHYJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$210,953
4,612 shares@ $45.75 avg price
ASMLAsml Holding N V
Recent Activity
Exited
0%
$209,877
205 shares@ $1023.8 avg price