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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
CIThe Cigna Group
Recent Activity
Decreased -3.43%
0.27%
$1.995M
5,759 shares@ $346.47 avg price
DISDisney Walt Co
Recent Activity
Decreased -11.64%
0.26%
$1.93M
20,069 shares@ $96.2 avg price
CFOVictory Portfolios Ii
Recent Activity
Decreased -0.66%
0.26%
$1.89M
27,088 shares@ $69.79 avg price
ARLUAim Etf Products Trust
Recent Activity
Decreased -37.57%
0.24%
$1.729M
64,276 shares@ $26.91 avg price
CALFPacer Fds Tr
Recent Activity
Decreased -4.32%
0.24%
$1.714M
36,846 shares@ $46.52 avg price
IQVIqvia Hldgs Inc
Recent Activity
Decreased -3.51%
0.22%
$1.593M
6,722 shares@ $236.97 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -13.02%
0.21%
$1.562M
1,763 shares@ $886.2 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -10.87%
0.21%
$1.535M
9,471 shares@ $162.06 avg price
EFGIshares Tr
Recent Activity
Decreased -12.69%
0.21%
$1.532M
14,235 shares@ $107.65 avg price
NVONovo-nordisk A S
Recent Activity
Decreased -13.44%
0.2%
$1.485M
12,468 shares@ $119.08 avg price