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CIK: 0001773830
Total reported value
$1.7B
$1.7B
243 檔
37.0%
The Q1 2024 SEC filing reveals that Patriot Investment Management Group, Inc. held a total portfolio value of $1.7B, covering 243 public equity positions.
During Q1 2024, Patriot Investment Management Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 243 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 30.19% | +1.44% | +6.62% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 7.66% | -0.61% | +4.02% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.64% | +0.11% | +1.41% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.18% | -0.34% | +2.10% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.85% | +0.03% | +27.63% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.80% | +0.05% | -0.78% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.68% | -0.18% | -2.37% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.91% | +0.05% | -3.32% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 1.83% | +0.07% | -12.67% | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.80% | +0.29% | +14.94% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.36% | +0.03% | +1.27% | |
| 12 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.33% | -0.11% | -6.65% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.23% | — | -17.59% | |
| 14 | VPU | Vanguard Utilities ETF | ETF-Other | 1.16% | -0.12% | -3.12% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.15% | -0.05% | +0.72% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.10% | -0.12% | +26.76% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.98% | -0.02% | -19.09% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.04% | +4.43% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.87% | — | -0.94% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.82% | — | +2.33% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-Other | 0.78% | — | -0.95% | |
| 22 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.77% | +0.04% | -21.08% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.76% | -0.06% | +2.31% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.75% | -0.06% | +1.86% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.67% | +0.04% | -3.08% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.66% | +0.01% | -11.89% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.65% | +0.04% | +2.87% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.65% | -0.02% | -2.23% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.65% | +0.04% | -10.02% | |
| 30 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.64% | -0.03% | +3.23% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.61% | +0.13% | -4.99% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.58% | -0.02% | +1.27% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.57% | -0.05% | +6.64% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.56% | -0.05% | -0.68% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.03% | +62.54% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | -0.04% | +16.27% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.47% | -0.11% | +1.79% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.43% | -0.05% | -6.26% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | +0.04% | -0.08% | |
| 40 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.38% | -0.03% | +4.53% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.37% | -0.01% | +2.83% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.36% | — | +0.72% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | -0.03% | -4.16% | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.34% | -0.02% | -0.84% | |
| 45 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.33% | +0.02% | -0.28% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.29% | +0.01% | +0.10% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.28% | +0.07% | — | |
| 48 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.28% | -0.02% | -3.26% | |
| 49 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.26% | -0.01% | -32.72% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.24% | — | — |
According to official SEC Form 13F filings, Patriot Investment Management Group, Inc. reported a total U.S. public equity portfolio value of $1.7B across 243 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, VEA) accounted for 37.0% of total reported equity market value during Q1 2024.
During Q1 2024, Patriot Investment Management Group, Inc.'s top holdings by market value included VTI (30.2%)、BND (7.7%)、VEA (4.6%). The largest single position, VTI, represented 30.2% of total portfolio value.
In Q1 2024, Patriot Investment Management Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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