Patriot Investment Management Inc. Purchases in Q4 2024

Patriot Investment Management Inc.

  • $1.33 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
5.52K
+ 44.14%
$162.69 - $473.83 $898K - $2.62M
18K $5.22M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
20.3K
+ 12.09%
$96.64 - $101.23 $1.96M - $2.06M
189K $18.3M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
19.2K
+ 3.05%
$44.33 - $49.55 $850K - $951K
647K $29.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
786
+ 16.99%
$521.84 - $558.82 $410K - $439K
5.41K $2.92M
PNFP
Pinnacle Financial Partners Inc

Financial Services
32
+ 0.12%
$92.95 - $129.87 $2.97K - $4.16K
25.7K $2.94M
MLPX
Global X Mlp & Energy Infrastr

ETFs
2.36K
+ 5.33%
$54.89 - $64.32 $130K - $152K
46.7K $2.82M
BND
Vanguard Bd Index Fd Inc Total

ETFs
70K
+ 4.84%
$71.75 - $75.11 $5.02M - $5.25M
1.51M $109M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.49K
+ 5.66%
$100.18 - $109.1 $250K - $272K
46.6K $4.88M
SSO
Proshares Ultra S&P 500

ETFs
4.3K
New
$87.92 - $99.73 $378K - $429K
4.3K $398K
SCHX
Schwab Strategic Tr Us Large C

ETFs
249K
+ 206.66%
$22.4 - $68.28 $5.58M - $17M
370K $8.58M
VGSH
Vanguard

ETFs
9.24K
+ 4.53%
$58.02 - $58.88 $536K - $544K
213K $12.4M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
10.6K
+ 30.09%
$36.54 - $37.53 $389K - $399K
46K $1.69M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.72K
New
$24.82 - $25.48 $241K - $248K
9.72K $242K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.76K
+ 84.68%
N/A
21.3K $505K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.7K
+ 88.16%
$23.88 - $24.32 $232K - $236K
20.7K $496K
BNDX
Vanguard Total International B

ETFs
9.95K
+ 4.69%
$48.91 - $50.61 $487K - $504K
222K $10.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
25
+ 0.28%
$481.22 - $538.17 $12K - $13.5K
9.02K $4.61M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
732K
+ 195.53%
$22.01 - $66.82 $16.1M - $48.9M
1.11M $25.1M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
209K
+ 207.37%
$27.54 - $83.04 $5.77M - $17.4M
310K $8.6M
DIS
Walt Disney CO

Communication Services
1.87K
New
$92.39 - $117.6 $173K - $220K
1.87K $208K
IGM
Ishares Expanded Tech Sector E

ETFs
2K
New
$94.19 - $106.95 $188K - $214K
2K $204K
GOOG
Alphabet Inc.

Communication Services
1.06K
New
$163.08 - $198.16 $173K - $210K
1.06K $201K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
7.79K
+ 38.48%
$25.0 - $25.11 $195K - $195K
28K $701K
JPM
Jpmorgan Chase & CO

Financial Services
117
+ 2.08%
$205.18 - $250.29 $24K - $29.3K
5.74K $1.38M
WMT
Walmart Inc.

Consumer Defensive
305
+ 2.29%
$79.1 - $95.7 $24.1K - $29.2K
13.6K $1.23M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.99K
+ 23.9%
$48.33 - $49.08 $145K - $147K
15.5K $751K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
20K
New
$5.71 - $6.89 $114K - $138K
20K $125K
SUB
Ishares Short Term National Mu

ETFs
1.14K
+ 37.37%
$104.94 - $106.2 $120K - $121K
4.2K $442K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
2.45K
+ 11.77%
$40.26 - $44.35 $98.4K - $108K
23.2K $962K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.47K
+ 2.99%
$81.68 - $82.93 $202K - $205K
85.2K $6.98M
VXF
Vanguard Extended Market ETF

ETFs
37
+ 0.34%
$179.17 - $207.15 $6.63K - $7.66K
11.1K $2.1M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.03%
$378.79 - $428.11 $379 - $428
3.37K $1.38M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.67K
+ 21.22%
$50.37 - $50.6 $84K - $84.4K
9.52K $479K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
833
+ 11.88%
$100.24 - $101.35 $83.5K - $84.4K
7.85K $789K
NFLX
Netflix Inc

Communication Services
3
+ 0.72%
$687.65 - $936.56 $2.06K - $2.81K
417 $371K
CSCO
Cisco Systems, Inc.

Technology
9
+ 0.1%
$52.45 - $60.02 $472 - $540
9.44K $558K
EPD
Enterprise Products Partners L.P.

Energy
190
+ 0.94%
$28.66 - $34.43 $5.45K - $6.54K
20.5K $643K
T
At&T Inc.

Communication Services
1.42K
+ 9.2%
$21.22 - $23.88 $30K - $33.8K
16.8K $382K
MO
Altria Group, Inc.

Consumer Defensive
338
+ 3.01%
$49.06 - $57.74 $16.6K - $19.5K
11.6K $605K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.12%
$873.59 - $994.69 $874 - $995
852 $780K
PM
Philip Morris International Inc.

Consumer Defensive
265
+ 3.23%
$118.38 - $133.06 $31.4K - $35.3K
8.47K $1.02M
CVX
Chevron Corp

Energy
157
+ 7.71%
$141.15 - $162.53 $22.2K - $25.5K
2.19K $317K
VTV
Vanguard Value ETF

ETFs
341
+ 3.61%
$168.32 - $181.87 $57.4K - $62K
9.78K $1.65M
HYG
Ishares Tr

ETFs
266
+ 3.21%
$78.09 - $80.04 $20.8K - $21.3K
8.57K $673K
GLD
Spdr Gold Trust

ETFs
25
+ 2.64%
$236.59 - $257.5 $5.91K - $6.44K
972 $235K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
74
+ 0.41%
$61.68 - $67.87 $4.56K - $5.02K
18.3K $1.14M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.97K
+ 5.82%
$31.23 - $33.51 $61.5K - $66K
35.8K $1.13M
Medicus Pharma LTD
29.1K
New
N/A
29.1K $0
VDE
Vanguard Energy ETF

ETFs
97
+ 0.93%
$116.67 - $136.78 $11.3K - $13.3K
10.5K $1.27M
Activity Summary
Buys All Purchases 98 New Holdings 7 Increased Positions 91 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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