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
IETC
Ishares U S ETF Tr

ETFs
139
+ 1.28%
$67.28 - $93.11 $9.35K - $12.9K
11K $1.02M
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
2K
New
$83.55 - $102.36 $167K - $205K
2K $204K
MKL
Markel Corp

Financial Services
102
New
$1678.5 - $1997.36 $171K - $204K
102 $203K
MRVL
Marvell Technology, Inc.

Technology
2.6K
New
$49.38 - $79.97 $128K - $208K
2.6K $201K
VBR
Vanguard Small Cap Value ETF

ETFs
229
+ 1.92%
$162.76 - $195.77 $37.3K - $44.8K
12.2K $2.37M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.67K
+ 1.96%
$82.21 - $83.12 $138K - $139K
87.3K $7.23M
SOXX
Ishares Semiconductor ETF

ETFs
41
+ 1.49%
$154.86 - $239.07 $6.35K - $9.8K
2.8K $668K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.29K
+ 1.67%
$77.74 - $78.78 $100K - $101K
78.3K $6.16M
PNFP
Pinnacle Financial Partners Inc

Financial Services
42
+ 0.16%
$87.19 - $111.51 $3.66K - $4.68K
25.7K $2.84M
EXI
Ishares Global Industrials ETF

ETFs
3
+ 0.05%
$129.37 - $165.0 $388 - $495
5.65K $931K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.37K
+ 3.03%
$22.68 - $23.28 $99.1K - $102K
149K $3.44M
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
20K
New
$4.69 - $9.84 $93.8K - $197K
20K $93K
GOOGL
Alphabet Inc.

Communication Services
211
+ 8.17%
$144.7 - $178.6 $30.5K - $37.7K
2.79K $492K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
364
+ 3.03%
$53.75 - $67.21 $19.6K - $24.5K
12.4K $820K
FDN
First Tr Fd Dow Jones

ETFs
165
+ 17.76%
$200.29 - $269.33 $33K - $44.4K
1.09K $294K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
79
+ 0.47%
$90.56 - $109.49 $7.15K - $8.65K
16.8K $1.84M
META
Meta Platforms, Inc.

Communication Services
7
+ 1.46%
$484.66 - $738.09 $3.39K - $5.17K
485 $357K
EFA
Ishares Tr Msci Eafe ETF

ETFs
12
+ 0.12%
$72.96 - $90.39 $876 - $1.08K
10.4K $928K
EEM
Ishares Msci Emerging Markets

ETFs
10
+ 0.06%
$38.52 - $48.28 $385 - $483
15.7K $755K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
477
+ 1.13%
$50.09 - $51.09 $23.9K - $24.4K
42.7K $2.18M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
373
+ 5.68%
$52.84 - $65.52 $19.7K - $24.4K
6.94K $454K
V
Visa Inc.

Financial Services
167
+ 13.1%
$308.27 - $373.31 $51.5K - $62.3K
1.44K $511K
IBM
International Business Machines Corp

Technology
4
+ 0.37%
$221.03 - $294.78 $884 - $1.18K
1.1K $323K
VDE
Vanguard Energy ETF

ETFs
1.15K
+ 11.02%
$105.87 - $130.56 $121K - $150K
11.5K $1.38M
IGF
Ishares Global Infrastructure

ETFs
11
+ 0.11%
$50.55 - $59.83 $556 - $658
9.6K $568K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
67
+ 1.1%
$65.84 - $80.81 $4.41K - $5.41K
6.16K $493K
AZN
Astrazeneca PLC

Healthcare
637
+ 16.52%
$64.87 - $75.0 $41.3K - $47.8K
4.49K $314K
VZ
Verizon Communications Inc

Communication Services
1.22K
+ 11.32%
$41.67 - $45.62 $50.9K - $55.7K
12K $519K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.04K
+ 4.8%
$23.96 - $24.27 $24.8K - $25.1K
22.6K $547K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.04K
+ 4.55%
N/A
23.8K $564K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
387
+ 6.32%
$69.8 - $85.28 $27K - $33K
6.51K $540K
KXI
Ishares Tr Global Consumer Sta

ETFs
5
+ 0.03%
$60.73 - $67.45 $304 - $337
14.8K $964K
SO
Southern CO

Utilities
210
+ 6.56%
$84.91 - $92.56 $17.8K - $19.4K
3.41K $313K
SCHV
Schwab Strategic Tr Us Large C

ETFs
12
+ 0.09%
$23.55 - $27.67 $283 - $332
13.4K $371K
T
At&T Inc.

Communication Services
271
+ 1.97%
$26.33 - $28.94 $7.14K - $7.84K
14K $405K
RXI
Ishares Tr

ETFs
1
+ 0.08%
$157.03 - $192.24 $157 - $192
1.3K $245K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2
+ 0.02%
$121.58 - $136.74 $243 - $273
9.06K $1.23M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
81
+ 3.68%
$116.93 - $119.39 $9.47K - $9.67K
2.29K $272K
ABT
Abbott Laboratories

Healthcare
2
+ 0.06%
$123.95 - $138.08 $248 - $276
3.43K $466K
HD
Home Depot, Inc.

Consumer Cyclical
23
+ 0.35%
$335.24 - $380.78 $7.71K - $8.76K
6.57K $2.41M
SUB
Ishares Short Term National Mu

ETFs
50
+ 0.94%
$104.77 - $106.34 $5.24K - $5.32K
5.38K $572K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5
+ 0.02%
$85.42 - $94.39 $427 - $472
29.5K $2.77M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
54
+ 0.17%
$10.78 - $11.28 $582 - $609
31K $344K
HSY
Hershey CO

Consumer Defensive
24
+ 1.86%
$151.29 - $173.13 $3.63K - $4.16K
1.32K $218K
CMCSA
Comcast Corp

Communication Services
3
+ 0.05%
$32.84 - $36.72 $98.5 - $110
5.7K $203K
IYK
Ishares U.S. Consumer Staples

ETFs
5
+ 0.07%
$67.29 - $72.42 $336 - $362
6.91K $487K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.04%
$128.77 - $144.3 $129 - $144
2.26K $304K
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.18%
$236.71 - $261.92 $710 - $786
1.69K $418K
MLPX
Global X Mlp & Energy Infrastr

ETFs
400
+ 0.85%
$55.32 - $65.02 $22.1K - $26K
47.3K $2.96M
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
Track This Portfolio

Track Patriot Investment Management Inc. Portfolio

Follow Patriot Investment Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Patriot Investment Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email