0001694883-18-000007.txt : 20180814 0001694883-18-000007.hdr.sgml : 20180814 20180813213530 ACCESSION NUMBER: 0001694883-18-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180814 DATE AS OF CHANGE: 20180813 EFFECTIVENESS DATE: 20180814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Patriot Financial Group Insurance Agency, LLC CENTRAL INDEX KEY: 0001694883 IRS NUMBER: 900138117 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17988 FILM NUMBER: 181014044 BUSINESS ADDRESS: STREET 1: 182 TURNPIKE ROAD STREET 2: SUITE 200 CITY: WESTBOROUGH STATE: MA ZIP: 01581 BUSINESS PHONE: 401-262-2047 MAIL ADDRESS: STREET 1: 182 TURNPIKE ROAD STREET 2: SUITE 200 CITY: WESTBOROUGH STATE: MA ZIP: 01581 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001694883 XXXXXXXX 06-30-2018 06-30-2018 Patriot Financial Group Insurance Agency, LLC
182 TURNPIKE ROAD SUITE 200 WESTBOROUGH MA 01581
13F HOLDINGS REPORT 028-17988 N
CAITLYN FRAMENT CHIEF COMPLIANCE OFFICER 508-251-6100 CAITLYN FRAMENT WESTBOROUGH MA 08-13-2018 0 578 93512 false
INFORMATION TABLE 2 13FPatriotQ22018.xml ADIENT PLC COM G0084W101 5 100 SH SOLE 0 0 100 ALIBABA GROUP HLDG LTD ADR 01609W102 19 100 SH SOLE 0 0 100 ALPHABET INC COM CL A 02079K305 73 65 SH SOLE 0 0 65 ALPHABET INC COM CL C 02079K107 95 85 SH SOLE 0 0 85 AMERICAN INTL GROUP INC COM 026874784 5 100 SH SOLE 0 0 100 BECTON DICKINSON & CO Common Stock 075887109 14 58 SH SOLE 0 0 58 BIOGEN INC Common Stock 09062X103 13 46 SH SOLE 0 0 46 BLACKROCK INC Common Stock 09247X101 8 16 SH SOLE 0 0 16 BRITISH AMERN TOB PLC Common Stock 110448107 3 52 SH SOLE 0 0 52 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3 28 SH SOLE 0 0 28 CALIFORNIA RES CORP Common Stock 13057Q206 0 2 SH SOLE 0 0 2 CELGENE CORP Common Stock 151020104 2 30 SH SOLE 0 0 30 CHARTER COMMUNICATIONS INC N COM CL A 16119P108 7 24 SH SOLE 0 0 24 CHESAPEAKE ENERGY CORP Common Stock 165167107 1 100 SH SOLE 0 0 100 CIGNA CORPORATION COM 125509109 17 100 SH SOLE 0 0 100 CITIGROUP INC COM 172967424 3 38 SH SOLE 0 0 38 CME GROUP INC Common 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