0001694883-19-000002.txt : 20190429 0001694883-19-000002.hdr.sgml : 20190429 20190429160539 ACCESSION NUMBER: 0001694883-19-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190429 DATE AS OF CHANGE: 20190429 EFFECTIVENESS DATE: 20190429 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: 19775885 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 true true 0001694883 XXXXXXXX 03-31-2019 03-31-2019 Patriot Financial Group Insurance Agency, LLC

182 TURNPIKE ROAD SUITE 200 WESTBOROUGH MA 01581

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SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF ETF 78468R788 7 187 SH SOLE 187 0 0 SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF ETF 78468R804 103 1019 SH SOLE 1019 0 0 SPDR PORTFOLIO SMALL CAP ETF ETF 78468R853 51 1676 SH SOLE 1676 0 0 SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF ETF 78468R887 132 1448 SH SOLE 1448 0 0 SVB FINL GROUP COM Stock 78486Q101 1 3 SH SOLE 3 0 0 SABRA HEALTH CARE REIT INC COM REIT 78573L106 2 105 SH SOLE 104 0 0 SALESFORCE COM INC COM Stock 79466L302 212 1340 SH SOLE 1340 0 0 SANOFI SPONSORED ADR ADR 80105N105 6 128 SH SOLE 128 0 0 SAP SE SPON ADR ADR 803054204 5 47 SH SOLE 47 0 0 SAREPTA THERAPEUTICS INC COM Stock 803607100 1 6 SH SOLE 6 0 0 SAUL CTRS INC COM REIT 804395101 5 100 SH SOLE 100 0 0 SCHLUMBERGER LTD COM Stock 806857108 85 1946 SH SOLE 1946 0 0 SCHNEIDER NATIONAL INC CL B Stock 80689H102 1 58 SH SOLE 58 0 0 SCHOLASTIC CORP COM Stock 807066105 1 18 SH SOLE 18 0 0 THE CHARLES SCHWAB CORPORATION COM Stock 808513105 8 184 SH SOLE 184 0 0 SCHWAB U.S. 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