Managed by Patriot Financial Group Insurance Agency, Llc • Latest filing Q2 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | I IAU — | $41.2M | 75.4K | 0.00% | — |
| 6 | I IAU — | $41.1M | 73.2K | 0.00% | — |
| 7 | I IAU — | $40.1M | 61.4K | 0.00% | — |
| 8 | N NVDA — | $38.9M | 223.3K | 0.00% | — |
| 9 | I IAU — | $37.8M | 72.0K | 0.00% | — |
| 10 | M MSFT — | $36.6M | 99.0K | 0.00% | — |
| 11 | G GOOG — | $32M | 111.5K | 0.00% | — |
| 12 | V VOO — | $28.3M | 47.4K | 0.00% | — |
| 13 | B BNED — | $26.5M | 559.8K | 0.00% | — |
| 14 | B BSTZ — | $26.2M | 450.2K | 0.00% | — |
| 15 | A AAPL — | $25.7M | 88.7K | 0.00% | — |
| 16 | A AMZN — | $24.6M | 118.0K | 0.00% | — |
| 17 | B | $24.5M | 51.1K | 0.00% | — |
| 18 | E ETHA — | $23.6M | 31.5K | 0.00% | — |
| 19 | I IAU — | $23.5M | 49.2K | 0.00% | — |
| 20 | N NVDA — | $23.3M | 116.4K | 0.00% | — |