Patriot Investment Management Inc. Purchases in Q2 2025

Patriot Investment Management Inc.

  • $1.44 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
15.3K
+ 1.06%
$243.75 - $303.93 $3.73M - $4.65M
1.46M $444M
VEA
Vanguard Ftse Developed Market

ETFs
17.3K
+ 1.32%
$45.65 - $57.01 $788K - $985K
1.33M $75.6M
MSTR
Microstrategy Inc

Technology
12.1K
New
$237.95 - $421.61 $2.88M - $5.11M
12.1K $4.89M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.33K
+ 1.05%
$39.89 - $49.46 $372K - $461K
895K $44.3M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
49.4K
+ 7.19%
$35.35 - $42.68 $1.75M - $2.11M
736K $31.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
33.7K
+ 2.09%
$72.02 - $73.82 $2.43M - $2.49M
1.64M $121M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.56K
+ 0.15%
$19.1 - $23.83 $29.9K - $37.3K
1.06M $25.4M
VB
Vanguard Small Cap ETF

ETFs
953
+ 0.97%
$193.73 - $237.37 $185K - $226K
99.3K $23.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.48K
+ 53.42%
$456.74 - $568.03 $1.13M - $1.41M
7.11K $4.04M
MCI
Barings Corporate Investors

Financial Services
68.1K
New
$18.92 - $22.71 $1.29M - $1.55M
68.1K $1.48M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.71K
+ 4.01%
$114.78 - $133.31 $541K - $628K
122K $16.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.19K
+ 0.29%
$79.56 - $82.92 $174K - $182K
752K $62.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.6K
+ 51.1%
$55.54 - $69.09 $757K - $942K
40.3K $2.78M
IEFA
Ishares Tr

ETFs
1.12K
+ 1.01%
$67.83 - $84.09 $76.1K - $94.3K
112K $9.38M
QQQ
Invesco Qqq Trust, Series 1

ETFs
221
+ 2.49%
$416.06 - $551.64 $91.9K - $122K
9.1K $5.02M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.12K
+ 4.39%
$86.93 - $109.64 $184K - $232K
50.3K $5.51M
VGT
Vanguard Information Technolog

ETFs
48
+ 0.79%
$470.37 - $663.28 $22.6K - $31.8K
6.12K $4.06M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.12K
+ 1.25%
$61.79 - $76.67 $69K - $85.6K
90.1K $6.85M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.22K
New
$97.29 - $105.63 $605K - $657K
6.22K $632K
XLE
Energy Sector Spdr

ETFs
7.16K
New
$76.44 - $94.13 $547K - $674K
7.16K $607K
MUB
Ishares National Muni Bond ETF

ETFs
5.9K
+ 9.86%
$102.31 - $105.8 $604K - $624K
65.7K $6.87M
VNQ
Vanguard Specialized Funds Van

ETFs
7.87K
+ 3.59%
$79.79 - $91.42 $628K - $720K
227K $20.2M
VXF
Vanguard Extended Market ETF

ETFs
2.05K
+ 33.93%
$150.43 - $192.71 $308K - $395K
8.08K $1.56M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.69K
+ 0.59%
$77.94 - $79.5 $210K - $214K
458K $36.4M
TFC
Truist Financial Corp

Financial Services
10.1K
New
$34.79 - $42.99 $351K - $433K
10.1K $433K
VGSH
Vanguard

ETFs
6.97K
+ 3.02%
$58.32 - $58.95 $406K - $411K
238K $14M
BNDX
Vanguard Total International B

ETFs
4.83K
+ 2.04%
$48.77 - $49.55 $236K - $239K
242K $12M
XLF
Financial Sector Spdr

ETFs
7.59K
New
$43.92 - $52.37 $333K - $397K
7.59K $397K
JPM
Jpmorgan Chase & CO

Financial Services
455
+ 7.92%
$210.28 - $289.91 $95.7K - $132K
6.2K $1.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
170
+ 3.79%
$496.48 - $617.85 $84.4K - $105K
4.66K $2.88M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
150
+ 0.78%
$104.23 - $134.39 $15.6K - $20.2K
19.3K $2.59M
AVGO
Broadcom Inc.

Technology
1.21K
New
$146.29 - $275.65 $176K - $332K
1.21K $332K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
142
+ 0.17%
$32.66 - $40.75 $4.64K - $5.79K
84.2K $3.41M
ADM
Archer Daniels Midland CO

Consumer Defensive
5.89K
New
$41.79 - $54.16 $246K - $319K
5.89K $310K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.25K
+ 7.25%
$48.13 - $49.85 $349K - $361K
107K $5.26M
CRS
Carpenter Technology Corp

Industrials
1K
New
$151.3 - $276.38 $151K - $276K
1K $276K
VBK
Vanguard Small Cap Growth ETF

ETFs
933
New
$219.76 - $276.94 $205K - $258K
933 $258K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
7.28K
New
$30.03 - $40.05 $218K - $291K
7.28K $256K
PLTR
Palantir Technologies Inc.

Technology
1.72K
New
$74.01 - $144.25 $127K - $248K
1.72K $234K
BAC
Bank Of America Corp

Financial Services
4.94K
New
$34.39 - $47.46 $170K - $234K
4.94K $233K
DIS
Walt Disney CO

Communication Services
1.87K
New
$81.72 - $124.01 $153K - $232K
1.87K $232K
XOM
Exxon Mobil Corp

Energy
3.38K
+ 26.81%
$99.93 - $119.04 $338K - $403K
16K $1.72M
WMT
Walmart Inc.

Consumer Defensive
919
+ 6.84%
$81.79 - $99.98 $75.2K - $91.9K
14.4K $1.4M
IGM
Ishares Expanded Tech Sector E

ETFs
2K
New
$79.8 - $112.34 $160K - $225K
2K $224K
ED
Consolidated Edison Inc

Utilities
2.23K
New
$98.05 - $113.3 $218K - $252K
2.23K $223K
XEL
Xcel Energy Inc

Utilities
3.27K
New
$65.65 - $72.39 $214K - $236K
3.27K $222K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.38K
New
$73.7 - $90.98 $175K - $216K
2.38K $216K
GD
General Dynamics Corp

Industrials
714
New
$247.68 - $291.66 $177K - $208K
714 $208K
MPC
Marathon Petroleum Corp

Energy
1.25K
New
$118.55 - $170.08 $148K - $212K
1.25K $207K
Activity Summary
Buys All Purchases 106 New Holdings 24 Increased Positions 82 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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