Patriot Investment Management Inc. Purchases in Q1 2025

Patriot Investment Management Inc.

  • $1.32 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.01%
$58.74 - $64.87 $58.7 - $64.9
9.44K $582K
VIG
Vanguard Dividend Appreciation

ETFs
135
+ 0.21%
N/A
65.9K $12M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
835
+ 4.03%
$23.9 - $24.18 $20K - $20.2K
21.5K $520K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
805
+ 8.28%
$24.79 - $25.26 $20K - $20.3K
10.5K $265K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.01%
$158.56 - $176.26 $159 - $176
7.59K $1.29M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2
+ 0.02%
$128.74 - $138.67 $257 - $277
9.06K $1.22M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
3
+ 0.12%
$107.24 - $116.37 $322 - $349
2.57K $297K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
5
+ 0.1%
$47.59 - $48.33 $238 - $242
4.92K $237K
Medicus Pharma LTD
100
+ 0.34%
N/A
29.2K $0
Vanguard Malvern Fds
1.44K
+ 5.52%
N/A
27.5K $0
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.07%
$222.66 - $268.42 $223 - $268
1.4K $326K
FNDA
Schwab Fundamental U S Small C

ETFs
57
+ 0.59%
$26.87 - $30.99 $1.53K - $1.77K
9.75K $266K
PFF
Ishares Trust Ishares Pfd And

ETFs
11
+ 0.03%
$30.73 - $32.26 $338 - $355
35.8K $1.1M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
62
+ 1.02%
$84.4 - $94.7 $5.23K - $5.87K
6.13K $516K
IYC
Ishares U.S. Consumer Discreti

ETFs
1
+ 0.02%
$85.71 - $101.2 $85.7 - $101
5.22K $459K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
526
+ 1.46%
$31.01 - $36.6 $16.3K - $19.3K
36.7K $1.14M
SOXX
Ishares Semiconductor ETF

ETFs
57
+ 2.11%
$188.17 - $235.81 $10.7K - $13.4K
2.76K $519K
ALB
Albemarle Corp

Basic Materials
5
+ 0.11%
$69.95 - $97.49 $350 - $487
4.55K $327K
CAT
Caterpillar Inc

Industrials
10
+ 0.36%
$326.75 - $407.63 $3.27K - $4.08K
2.8K $923K
VBR
Vanguard Small Cap Value ETF

ETFs
53
+ 0.45%
$183.02 - $207.75 $9.7K - $11K
11.9K $2.21M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.63K
+ 3.49%
$96.93 - $109.51 $158K - $178K
48.2K $4.7M
PNFP
Pinnacle Financial Partners Inc

Financial Services
38
+ 0.15%
$99.42 - $126.15 $3.78K - $4.79K
25.7K $2.73M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.35K
+ 1.72%
$25.58 - $29.24 $137K - $157K
316K $8.27M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
39.6K
+ 6.12%
$40.03 - $46.81 $1.59M - $1.85M
687K $27.9M
VB
Vanguard Small Cap ETF

ETFs
727
+ 0.74%
$217.89 - $252.64 $158K - $184K
98.4K $21.8M
VTI
Vanguard Total Stock Market Et

ETFs
14.1K
+ 0.99%
$271.18 - $303.12 $3.83M - $4.28M
1.44M $395M
Activity Summary
Buys All Purchases 77 New Holdings 3 Increased Positions 74 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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