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CIK: 0001773830
Total reported value
$1.7B
$1.7B
237 檔
37.7%
According to the latest 13F quarterly dataset, Patriot Investment Management Group, Inc. managed an equity portfolio of $1.7B at the end of Q2 2024, spanning 237 distinct U.S. exchange-listed positions.
During Q2 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 237 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 30.34% | +1.44% | -1.21% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 7.88% | -0.61% | +4.95% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.64% | +0.11% | +2.74% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.21% | -0.34% | +2.69% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.84% | +0.03% | +0.77% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.93% | +0.05% | +0.96% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.71% | -0.18% | +2.53% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.95% | +0.05% | +0.57% | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.92% | +0.29% | +11.61% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.70% | +0.07% | -1.09% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.35% | +0.03% | +3.47% | |
| 12 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.31% | -0.11% | -0.42% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.21% | -0.12% | +11.83% | |
| 14 | VPU | Vanguard Utilities ETF | ETF-Other | 1.18% | -0.12% | -0.75% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.18% | — | -0.07% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.13% | -0.05% | +1.57% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.96% | -0.02% | -0.42% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | +0.04% | -1.65% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.89% | — | +10.34% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.83% | — | -1.48% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-Other | 0.79% | — | -0.61% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.76% | -0.06% | +3.56% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.76% | -0.06% | +1.32% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.66% | +0.04% | -0.12% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.66% | +0.13% | -11.52% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.64% | -0.02% | +1.12% | |
| 27 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.63% | -0.03% | +2.71% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.63% | +0.04% | +0.98% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.62% | +0.01% | -8.99% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.62% | +0.04% | -3.07% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.61% | -0.02% | +2.22% | |
| 32 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.61% | +0.04% | -17.42% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | -0.04% | +749.64% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | +0.03% | +0.05% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.54% | -0.05% | +0.02% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.52% | -0.05% | -6.87% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.47% | -0.11% | +1.76% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | +0.04% | -2.09% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.42% | -0.05% | +0.98% | |
| 40 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.40% | -0.03% | +8.25% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.40% | -0.01% | +11.04% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.38% | — | -0.99% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | -0.03% | -6.03% | |
| 44 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.33% | +0.02% | -0.34% | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.32% | -0.02% | -6.47% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.30% | +0.07% | — | |
| 47 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.27% | -0.02% | +0.99% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.26% | +0.01% | -5.08% | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.23% | — | +0.17% | |
| 50 | IAU | Ishares Gold Trust | ETF-Commodities | 0.23% | -0.09% | — |
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 237 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, VEA) accounted for 37.7% of total reported equity market value during Q2 2024.
During Q2 2024, Patriot Investment Management Group, Inc.'s top holdings by market value included VTI (30.3%)、BND (7.9%)、VEA (4.6%). The largest single position, VTI, represented 30.3% of total portfolio value.
In Q2 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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