Patriot Investment Management Inc. Incresed Positions in Q2 2025

Patriot Investment Management Inc.

  • $1.44 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
15.3K
+ 1.06%
$243.75 - $303.93 $3.73M - $4.65M
1.46M $444M
VEA
Vanguard Ftse Developed Market

ETFs
17.3K
+ 1.32%
$45.65 - $57.01 $788K - $985K
1.33M $75.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.33K
+ 1.05%
$39.89 - $49.46 $372K - $461K
895K $44.3M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
49.4K
+ 7.19%
$35.35 - $42.68 $1.75M - $2.11M
736K $31.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
33.7K
+ 2.09%
$72.02 - $73.82 $2.43M - $2.49M
1.64M $121M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.56K
+ 0.15%
$19.1 - $23.83 $29.9K - $37.3K
1.06M $25.4M
VB
Vanguard Small Cap ETF

ETFs
953
+ 0.97%
$193.73 - $237.37 $185K - $226K
99.3K $23.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.48K
+ 53.42%
$456.74 - $568.03 $1.13M - $1.41M
7.11K $4.04M
MSFT
Microsoft Corp

Technology
433
+ 4.77%
$354.56 - $497.45 $154K - $215K
9.51K $4.73M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.71K
+ 4.01%
$114.78 - $133.31 $541K - $628K
122K $16.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.6K
+ 51.1%
$55.54 - $69.09 $757K - $942K
40.3K $2.78M
IEFA
Ishares Tr

ETFs
1.12K
+ 1.01%
$67.83 - $84.09 $76.1K - $94.3K
112K $9.38M
QQQ
Invesco Qqq Trust, Series 1

ETFs
221
+ 2.49%
$416.06 - $551.64 $91.9K - $122K
9.1K $5.02M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.12K
+ 4.39%
$86.93 - $109.64 $184K - $232K
50.3K $5.51M
VGT
Vanguard Information Technolog

ETFs
48
+ 0.79%
$470.37 - $663.28 $22.6K - $31.8K
6.12K $4.06M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.12K
+ 1.25%
$61.79 - $76.67 $69K - $85.6K
90.1K $6.85M
MUB
Ishares National Muni Bond ETF

ETFs
5.9K
+ 9.86%
$102.31 - $105.8 $604K - $624K
65.7K $6.87M
VNQ
Vanguard Specialized Funds Van

ETFs
7.87K
+ 3.59%
$79.79 - $91.42 $628K - $720K
227K $20.2M
VXF
Vanguard Extended Market ETF

ETFs
2.05K
+ 33.93%
$150.43 - $192.71 $308K - $395K
8.08K $1.56M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.69K
+ 0.59%
$77.94 - $79.5 $210K - $214K
458K $36.4M
VGSH
Vanguard

ETFs
6.97K
+ 3.02%
$58.32 - $58.95 $406K - $411K
238K $14M
BNDX
Vanguard Total International B

ETFs
4.83K
+ 2.04%
$48.77 - $49.55 $236K - $239K
242K $12M
JPM
Jpmorgan Chase & CO

Financial Services
455
+ 7.92%
$210.28 - $289.91 $95.7K - $132K
6.2K $1.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
170
+ 3.79%
$496.48 - $617.85 $84.4K - $105K
4.66K $2.88M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
150
+ 0.78%
$104.23 - $134.39 $15.6K - $20.2K
19.3K $2.59M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
142
+ 0.17%
$32.66 - $40.75 $4.64K - $5.79K
84.2K $3.41M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.25K
+ 7.25%
$48.13 - $49.85 $349K - $361K
107K $5.26M
WMT
Walmart Inc.

Consumer Defensive
919
+ 6.84%
$81.79 - $99.98 $75.2K - $91.9K
14.4K $1.4M
XOM
Exxon Mobil Corp

Energy
3.38K
+ 26.81%
$99.93 - $119.04 $338K - $403K
16K $1.72M
IETC
Ishares U S ETF Tr

ETFs
139
+ 1.28%
$67.28 - $93.11 $9.35K - $12.9K
11K $1.02M
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
SCHG
Schwab Strategic Tr Us Large C

ETFs
424
+ 1.9%
$22.27 - $29.21 $9.44K - $12.4K
22.7K $663K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.37K
+ 3.03%
$22.68 - $23.28 $99.1K - $102K
149K $3.44M
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
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
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