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CIK: 0001773830
Total reported value
$1.7B
$1.7B
237 檔
40.4%
During the Q3 2024 filing period, Patriot Investment Management Group, Inc. (CIK: 0001773830) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 237 reported positions.
Patriot Investment Management Group, Inc. executed strategic sector rebalancing during Q3 2024, establishing 3 new positions while fully exiting 5 holdings and trimming 21 positions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, VEA) accounted for 40.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
MSTR
市值: $2.1M
Top Position Liquidated / Trimmed
SMH
前期市值: $1.2M
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 | 30.27% | +1.44% | +0.39% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 7.97% | -0.61% | +3.28% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.76% | +0.11% | +2.07% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.32% | -0.34% | +4.39% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.87% | +0.03% | +0.01% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.00% | +0.05% | -0.01% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.60% | -0.18% | -0.56% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.10% | +0.29% | +6.45% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.83% | +0.05% | -5.66% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.72% | +0.07% | -1.10% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.50% | +0.03% | +1.64% | |
| 12 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.33% | -0.11% | +0.41% | |
| 13 | VPU | Vanguard Utilities ETF | ETF-Other | 1.28% | -0.12% | -2.15% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.25% | -0.12% | +5.85% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.20% | — | -0.59% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.15% | -0.05% | -0.20% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.98% | -0.02% | -0.61% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.04% | -0.18% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.88% | — | +3.50% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.83% | — | -0.37% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.78% | -0.06% | +5.80% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-Other | 0.78% | — | -0.70% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.76% | -0.06% | +2.87% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.68% | +0.04% | +1.99% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.67% | +0.13% | -2.26% | |
| 26 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.65% | -0.03% | +1.72% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.64% | -0.02% | +0.28% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.62% | +0.04% | -2.45% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.62% | +0.04% | -0.29% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.60% | +0.01% | -1.87% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.60% | -0.02% | -0.99% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.56% | -0.05% | +1.90% | |
| 33 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.55% | +0.04% | -12.66% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.51% | -0.05% | +0.82% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.45% | -0.11% | +0.19% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.42% | +0.04% | -0.38% | |
| 37 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.41% | -0.03% | +4.10% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.40% | -0.01% | +5.91% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.39% | -0.05% | -4.26% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.38% | — | -3.04% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | -0.04% | -33.59% | |
| 42 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.33% | +0.02% | +0.14% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.32% | +0.03% | -42.24% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.03% | -4.73% | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.30% | -0.02% | -3.49% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.29% | +0.07% | — | |
| 47 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.27% | -0.02% | -1.60% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.27% | +0.01% | +0.40% | |
| 49 | IAU | Ishares Gold Trust | ETF-Commodities | 0.24% | -0.09% | — | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.23% | — | — |
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 Q3 2024.
During Q3 2024, Patriot Investment Management Group, Inc.'s top holdings by market value included VTI (30.3%)、BND (8.0%)、VEA (4.8%). The largest single position, VTI, represented 30.3% of total portfolio value.
In Q3 2024, Patriot Investment Management Group, Inc. made 49 total portfolio adjustments, initiating 3 new buys, adding to 20 positions, trimming 21 holdings, and fully liquidating 5 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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