Patriot Investment Management Inc. Incresed Positions in Q3 2025

Patriot Investment Management Inc.

  • $1.52 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
2.66K
+ 0.18%
$303.93 - $329.86 $809K - $878K
1.46M $480M
BND
Vanguard Bd Index Fd Inc Total

ETFs
63.4K
+ 3.86%
$72.57 - $74.72 $4.6M - $4.74M
1.71M $127M
VEA
Vanguard Ftse Developed Market

ETFs
26.1K
+ 1.97%
$56.02 - $60.3 $1.46M - $1.57M
1.35M $81M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
18.2K
+ 2.03%
$49.43 - $54.52 $900K - $993K
913K $49.5M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
33.4K
+ 4.54%
$42.26 - $47.16 $1.41M - $1.57M
770K $35.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
23.7K
+ 3.15%
$81.75 - $84.54 $1.93M - $2M
776K $65.2M
AAPL
Apple Inc.

Technology
488
+ 1.31%
$202.38 - $256.87 $98.8K - $125K
37.7K $9.61M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
19.5K
+ 4.25%
$78.96 - $80.04 $1.54M - $1.56M
477K $38.2M
MUB
Ishares National Muni Bond ETF

ETFs
13.4K
+ 20.38%
$103.24 - $106.68 $1.38M - $1.43M
79.1K $8.43M
VNQ
Vanguard Specialized Funds Van

ETFs
6.66K
+ 2.93%
$88.47 - $93.24 $589K - $621K
234K $21.4M
VGSH
Vanguard

ETFs
12.1K
+ 5.1%
$58.43 - $58.88 $708K - $714K
250K $14.7M
BNDX
Vanguard Total International B

ETFs
14.5K
+ 6.0%
$49.0 - $49.51 $710K - $718K
256K $12.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
95
+ 1.04%
$546.99 - $602.2 $52K - $57.2K
9.19K $5.52M
GOOGL
Alphabet Inc.

Communication Services
289
+ 10.35%
$174.36 - $254.72 $50.4K - $73.6K
3.08K $749K
CAT
Caterpillar Inc

Industrials
5
+ 0.18%
$390.92 - $477.15 $1.95K - $2.39K
2.75K $1.31M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.41K
+ 11.39%
$37.14 - $37.85 $201K - $205K
52.9K $2M
IETC
Ishares U S ETF Tr

ETFs
800
+ 7.27%
$92.7 - $103.65 $74.2K - $82.9K
11.8K $1.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
29
+ 0.15%
$133.48 - $144.38 $3.87K - $4.19K
19.3K $2.75M
GLD
Spdr Gold Trust

ETFs
275
+ 23.87%
$300.96 - $355.47 $82.8K - $97.8K
1.43K $507K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
5.78K
+ 25.6%
$24.14 - $24.34 $140K - $141K
28.4K $690K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
5.78K
+ 24.3%
N/A
29.6K $702K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.01%
$128.41 - $138.03 $128 - $138
10.6K $1.46M
RSP
Invesco S&P 500 Equal Weight E

ETFs
26
+ 0.23%
$181.56 - $190.33 $4.72K - $4.95K
11.2K $2.12M
VTV
Vanguard Value ETF

ETFs
6
+ 0.06%
$175.51 - $186.57 $1.05K - $1.12K
9.36K $1.75M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.16K
+ 30.02%
$25.24 - $25.56 $79.8K - $80.8K
13.7K $349K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.74K
+ 15.58%
$42.75 - $43.37 $74.4K - $75.5K
12.9K $558K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
822
+ 0.94%
$82.38 - $83.0 $67.7K - $68.2K
88.1K $7.31M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.1K
+ 6.49%
$49.78 - $50.75 $54.9K - $56K
18.1K $916K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
323
+ 5.24%
$79.76 - $85.78 $25.8K - $27.7K
6.49K $549K
XLRE
Select Sector Spdr Tr Real Est

ETFs
745
+ 2.32%
$40.94 - $42.85 $30.5K - $31.9K
32.9K $1.38M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
590
+ 0.65%
$20.76 - $21.78 $12.2K - $12.9K
91K $1.96M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
111
+ 0.38%
$92.18 - $95.14 $10.2K - $10.6K
29.6K $2.81M
EFA
Ishares Tr Msci Eafe ETF

ETFs
10
+ 0.1%
$87.29 - $93.61 $873 - $936
10.4K $970K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.07%
$215.01 - $273.02 $215 - $273
1.38K $347K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2
+ 0.02%
$136.48 - $142.97 $273 - $286
9.06K $1.27M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
486
+ 1.14%
$50.85 - $51.35 $24.7K - $25K
43.2K $2.21M
MLPX
Global X Mlp & Energy Infrastr

ETFs
409
+ 0.86%
$59.5 - $62.99 $24.3K - $25.8K
47.7K $2.99M
IYC
Ishares U.S. Consumer Discreti

ETFs
1
+ 0.02%
$98.12 - $105.85 $98.1 - $106
4.85K $508K
KXI
Ishares Tr Global Consumer Sta

ETFs
605
+ 4.1%
$63.76 - $67.46 $38.6K - $40.8K
15.4K $988K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
16
+ 0.04%
$45.6 - $46.92 $730 - $751
44K $2.05M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
54
+ 0.07%
$78.11 - $79.07 $4.22K - $4.27K
78.4K $6.18M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
156
+ 1.75%
$81.76 - $86.36 $12.8K - $13.5K
9.05K $767K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2
+ 0.06%
$80.54 - $89.67 $161 - $179
3.54K $310K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
12
+ 0.73%
$134.94 - $145.86 $1.62K - $1.75K
1.65K $240K
IFRA
Ishares Tr

ETFs
1
+ 0.02%
$49.77 - $52.82 $49.8 - $52.8
4.59K $242K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
304
+ 1.71%
$17.13 - $17.98 $5.21K - $5.47K
18.1K $321K
EPD
Enterprise Products Partners L.P.

Energy
360
+ 1.72%
$30.74 - $32.14 $11.1K - $11.6K
21.2K $664K
EEMV
Ishares Msci Emerging Markets

ETFs
119
+ 1.46%
$61.94 - $64.63 $7.37K - $7.69K
8.26K $526K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
69
+ 1.11%
$98.52 - $103.93 $6.8K - $7.17K
6.29K $647K
Activity Summary
Buys All Purchases 67 New Holdings 6 Increased Positions 61 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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