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CIK: 0001773830
Total reported value
$1.7B
$1.7B
234 檔
40.1%
According to the latest 13F quarterly dataset, Patriot Investment Management Group, Inc. managed an equity portfolio of $1.7B at the end of Q4 2024, spanning 234 distinct U.S. exchange-listed positions.
Patriot Investment Management Group, Inc. executed strategic sector rebalancing during Q4 2024, establishing 1 new positions while fully exiting 3 holdings and trimming 24 positions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, VEA) accounted for 40.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
SSO
市值: $398.2K
Top Position Liquidated / Trimmed
COIN
前期市值: $1.7M
Showing top 200 holdings (of 234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 31.01% | +1.44% | -1.71% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 8.15% | -0.61% | +4.84% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.50% | +0.11% | +2.71% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.37% | -0.34% | +3.60% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.68% | +0.03% | +2.44% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.84% | +0.05% | +0.90% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.58% | -0.18% | -0.81% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.17% | +0.29% | +3.06% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.88% | +0.05% | +195.53% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.76% | +0.07% | -1.13% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.40% | +0.03% | +0.43% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.37% | -0.12% | +12.09% | |
| 13 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.29% | -0.11% | -1.62% | |
| 14 | VPU | Vanguard Utilities ETF | ETF-Other | 1.19% | -0.12% | -2.83% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.19% | — | -2.92% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.14% | -0.05% | -1.78% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.96% | -0.02% | -2.11% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.93% | — | +4.53% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.04% | -5.43% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.81% | -0.06% | +4.69% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-Other | 0.81% | — | -0.43% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.77% | — | +102.18% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.74% | -0.06% | -1.84% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.71% | +0.13% | -2.86% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.64% | +0.04% | +207.37% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.64% | +0.01% | +206.66% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.63% | +0.04% | +98.49% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.61% | +0.04% | -2.89% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.58% | -0.02% | -1.27% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.57% | -0.02% | -8.76% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.53% | -0.05% | +189.89% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.52% | -0.05% | +2.99% | |
| 33 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.49% | +0.04% | -9.82% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | +0.04% | +0.72% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.43% | -0.11% | -4.78% | |
| 36 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.41% | -0.03% | +3.10% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.39% | -0.05% | +1.91% | |
| 38 | MSTR | Strategy Inc | Stock-Tech | 0.39% | -0.08% | +44.14% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | -0.04% | -4.69% | |
| 40 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.38% | -0.03% | -36.64% | |
| 41 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.38% | -0.01% | +759.60% | |
| 42 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.37% | +0.02% | +5.66% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.35% | -0.01% | -12.08% | |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.35% | — | +0.70% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.34% | +0.03% | +0.28% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.30% | +0.07% | -4.75% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.03% | -4.20% | |
| 48 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.28% | -0.02% | +94.43% | |
| 49 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.25% | -0.02% | +0.88% | |
| 50 | IAU | Ishares Gold Trust | ETF-Commodities | 0.23% | -0.09% | -8.29% |
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 234 disclosed positions in Q4 2024.
During Q4 2024, Patriot Investment Management Group, Inc.'s top holdings by market value included VTI (31.0%)、BND (8.2%)、VEA (4.5%). The largest single position, VTI, represented 31.0% of total portfolio value.
In Q4 2024, Patriot Investment Management Group, Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 22 positions, trimming 24 holdings, and fully liquidating 3 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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