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Patriot Financial Group Insurance Agency, LLC

Source: SEC Form 13F · as of Mar 2026

Patriot Financial Group Insurance Agency, LLC holds 29 biotech & pharma companies tracked by BioSniper, totaling $63.1M in value as of Mar 2026 (SEC Form 13F).

Companies held

29

Total value held

$63.1M

BioSniper AIPage evidence connected

Prepared research question

What matters most for Philip Morris International Inc (PM)—catalysts, financial risk and supporting evidence?

Run cited research

Traceable citations · Unknowns marked

CompanySharesValue
PMPhilip Morris International Inc83,104$13.7M
ABBVAbbVie Inc.30,644$6.7M
NVSNovartis AG39,496$6.0M
JNJJOHNSON & JOHNSON19,558$4.8M
MCKMcKesson Corporation5,456$4.7M
LLYELI LILLY & Co3,524$3.2M
PFEPFIZER INC105,860$3.0M
GSKGSK plc American Depositary Shares (Each representing two Ordinary Shares)52,356$2.9M
AMGNAMGEN INC7,838$2.8M
VRTXVERTEX PHARMACEUTICALS INC / MA6,124$2.7M
MRKMerck & Co., Inc.21,332$2.6M
CRSPCRISPR Therapeutics AG47,550$2.3M
UNHUnitedHealth Group Incorporated Common Stock (DE)5,318$1.4M
NVONovo Nordisk A/S21,674$797K
VYGRVoyager Therapeutics, Inc.205,732$794K
SUNSUNSET ISLAND GROUP11,458$744K
ABTABBOTT LABORATORIES6,624$680K
ELVElevance Health Inc.2,236$655K
BMYBRISTOL MYERS SQUIBB CO8,184$496K
GMOptec International, Inc.4,204$313K
CAPRCAPRICOR THERAPEUTICS, INC.10,000$304K
CORCencora Inc.892$280K
QUREuniQure N.V.16,800$275K
GEHCGE HealthCare Technologies Inc.3,770$268K
MRNAModerna, Inc.5,014$255K
GILDGILEAD SCIENCES, INC.1,448$202K
NGENNERVGEN PHARMA CORP.37,000$139K
NUVBNuvation Bio Inc.10,000$43K
CLOVClover Health Investments Corp.10,200$18K

13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.