Patriot Investment Management Inc. Incresed Positions in Q3 2024

Patriot Investment Management Inc.

  • $1.36 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
5.66K
+ 0.39%
$255.18 - $283.2 $1.44M - $1.6M
1.46M $412M
BND
Vanguard Bd Index Fd Inc Total

ETFs
45.9K
+ 3.28%
$71.45 - $75.64 $3.28M - $3.47M
1.44M $109M
VEA
Vanguard Ftse Developed Market

ETFs
24.9K
+ 2.07%
$47.6 - $53.31 $1.18M - $1.33M
1.23M $64.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
29.6K
+ 4.39%
$79.29 - $84.02 $2.35M - $2.49M
703K $58.9M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
38K
+ 6.45%
$41.02 - $46.01 $1.56M - $1.75M
628K $28.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
114
+ 0.01%
$56.47 - $63.69 $6.44K - $7.26K
837K $52.7M
VNQ
Vanguard Specialized Funds Van

ETFs
3.38K
+ 1.64%
$82.97 - $98.97 $281K - $335K
210K $20.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.3K
+ 5.85%
$96.25 - $101.98 $895K - $949K
168K $17M
VDC
Vanguard Consumer Staples ETF

ETFs
338
+ 0.41%
$201.77 - $221.32 $68.2K - $74.8K
82.6K $18.1M
BNDX
Vanguard Total International B

ETFs
11.6K
+ 5.8%
$48.42 - $50.35 $563K - $585K
212K $10.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.69K
+ 1.9%
$77.02 - $85.06 $130K - $143K
90.2K $7.62M
IEFA
Ishares Tr

ETFs
314
+ 0.28%
$70.09 - $78.74 $22K - $24.7K
112K $8.76M
VGSH
Vanguard

ETFs
6.89K
+ 3.5%
$57.74 - $59.13 $398K - $408K
204K $12M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.45K
+ 2.87%
$51.02 - $52.74 $278K - $287K
195K $10.3M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.11K
+ 4.1%
$50.85 - $53.88 $209K - $221K
104K $5.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.99K
+ 5.91%
$49.93 - $51.15 $299K - $307K
107K $5.49M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
124
+ 0.4%
$105.53 - $118.34 $13.1K - $14.7K
31.2K $3.65M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
60
+ 0.14%
$91.37 - $101.65 $5.48K - $6.1K
44.1K $4.48M
XLRE
Select Sector Spdr Tr Real Est

ETFs
879
+ 3.03%
$38.04 - $45.36 $33.4K - $39.9K
29.9K $1.33M
VBR
Vanguard Small Cap Value ETF

ETFs
4
+ 0.03%
$179.99 - $201.6 $720 - $806
12K $2.41M
IEMG
Ishares Inc

ETFs
3.15K
+ 1.99%
$53.64 - $53.64 $169K - $169K
162K $8.68M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
675
+ 0.82%
$81.31 - $83.29 $54.9K - $56.2K
82.7K $6.88M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.4K
+ 10.62%
$36.06 - $37.66 $122K - $128K
35.4K $1.33M
VXF
Vanguard Extended Market ETF

ETFs
135
+ 1.24%
$163.98 - $182.92 $22.1K - $24.7K
11K $2.01M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
148
+ 0.19%
$76.38 - $78.87 $11.3K - $11.7K
78.2K $6.15M
CAT
Caterpillar Inc

Industrials
9
+ 0.32%
$316.8 - $391.12 $2.85K - $3.52K
2.78K $1.09M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.7K
+ 4.63%
$49.77 - $51.95 $84.6K - $88.3K
38.4K $1.99M
HDV
Ishares Core High Dividend ETF

ETFs
25
+ 0.18%
$107.62 - $118.76 $2.69K - $2.97K
13.6K $1.59M
AMGN
Amgen Inc

Healthcare
223
+ 4.39%
$309.38 - $337.38 $69K - $75.2K
5.31K $1.71M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
35
+ 0.14%
$58.03 - $65.37 $2.03K - $2.29K
25.4K $1.64M
VUG
Vanguard Growth ETF

ETFs
195
+ 6.14%
$341.08 - $391.94 $66.5K - $76.4K
3.37K $1.29M
KO
Coca Cola CO

Consumer Defensive
4
+ 0.03%
$62.69 - $73.01 $251 - $292
12.6K $902K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
59
+ 0.13%
$44.83 - $47.42 $2.64K - $2.8K
44.4K $2.09M
TIP
Ishares Tr Tips Bd ETF

ETFs
178
+ 1.48%
$105.92 - $110.83 $18.9K - $19.7K
12.2K $1.35M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
40
+ 0.16%
$49.82 - $52.8 $1.99K - $2.11K
25K $1.31M
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.02%
$44.74 - $53.22 $89.5 - $106
9.43K $501K
JPM
Jpmorgan Chase & CO

Financial Services
13
+ 0.23%
$194.9 - $224.8 $2.53K - $2.92K
5.63K $1.19M
T
At&T Inc.

Communication Services
13
+ 0.08%
$18.21 - $22.28 $237 - $290
15.4K $338K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
50
+ 0.74%
$66.31 - $74.08 $3.32K - $3.7K
6.82K $500K
SCHP
Schwab Strategic Us Tips ETF

ETFs
24
+ 0.11%
$51.58 - $53.79 $1.24K - $1.29K
21.7K $1.16M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2
+ 0.05%
$64.35 - $75.71 $129 - $151
4.25K $312K
META
Meta Platforms, Inc.

Communication Services
4
+ 0.84%
$453.41 - $572.44 $1.81K - $2.29K
478 $273K
IYK
Ishares U.S. Consumer Staples

ETFs
7
+ 0.1%
$65.27 - $72.12 $457 - $505
6.9K $486K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.03K
+ 10.27%
$23.63 - $24.42 $24.2K - $25K
11K $268K
SCHV
Schwab Strategic Tr Us Large C

ETFs
34
+ 0.73%
$73.43 - $80.37 $2.5K - $2.73K
4.68K $376K
VHT
Vanguard Health Care ETF

ETFs
4
+ 0.21%
$261.88 - $288.1 $1.05K - $1.15K
1.91K $537K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
995
+ 5.17%
$24.78 - $25.11 $24.7K - $25K
20.2K $507K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
11
+ 0.19%
$55.06 - $62.25 $606 - $685
5.92K $364K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
161
+ 1.02%
$41.95 - $43.42 $6.75K - $6.99K
15.9K $689K
Activity Summary
Buys All Purchases 72 New Holdings 7 Increased Positions 65 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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