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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
PHParker-hannifin Corp
Recent Activity
New Position
0.04%
$276,821
438 shares@ $632.02 avg price
BSVVanguard Bd Index Fds
Recent Activity
New Position
0.04%
$275,541
3,502 shares@ $78.69 avg price
JWNNordstrom Inc
Recent Activity
New Position
0.04%
$270,240
12,016 shares@ $22.5 avg price
VRSNVerisign Inc
Recent Activity
New Position
0.04%
$257,396
1,355 shares@ $189.97 avg price
SPMOInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.04%
$243,250
2,684 shares@ $90.63 avg price
VOEVanguard Index Fds
Recent Activity
New Position
0.03%
$220,795
1,317 shares@ $167.65 avg price
ARMArm Holdings Plc
Recent Activity
New Position
0.03%
$220,378
1,541 shares@ $143.01 avg price
HCAHca Healthcare Inc
Recent Activity
New Position
0.03%
$218,983
539 shares@ $406.28 avg price
HIGHartford Finl Svcs Group Inc
Recent Activity
New Position
0.03%
$217,294
1,848 shares@ $117.59 avg price
KKRKkr & Co Inc
Recent Activity
New Position
0.03%
$213,969
1,639 shares@ $130.55 avg price