Patriot Investment Management Inc. Incresed Positions in Q1 2025

Patriot Investment Management Inc.

  • $1.32 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
93.4K
+ 6.17%
$71.17 - $73.66 $6.65M - $6.88M
1.61M $118M
VEA
Vanguard Ftse Developed Market

ETFs
49K
+ 3.89%
$47.4 - $52.99 $2.32M - $2.6M
1.31M $67M
VEU
Vanguard Ftse All World Ex Us

ETFs
13.8K
+ 1.61%
$56.51 - $62.98 $780K - $869K
871K $53.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
21.4K
+ 2.94%
$79.17 - $82.04 $1.69M - $1.76M
750K $61.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
23.1K
+ 2.68%
$42.5 - $46.71 $983K - $1.08M
885K $40.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
12.4K
+ 2.79%
$77.7 - $78.94 $960K - $976K
455K $35.9M
VGSH
Vanguard

ETFs
17.7K
+ 8.33%
$58.07 - $58.68 $1.03M - $1.04M
231K $13.5M
MUB
Ishares National Muni Bond ETF

ETFs
10.4K
+ 20.94%
$104.71 - $107.69 $1.08M - $1.12M
59.8K $6.31M
ITOT
Ishares Core S&P Total U.S. St

ETFs
11.7K
+ 19.72%
$120.29 - $134.6 $1.4M - $1.57M
70.7K $8.63M
IDEV
Ishares Core Msci Intl Develop

ETFs
9.71K
+ 12.24%
$63.77 - $71.36 $619K - $693K
89K $6.13M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.19K
+ 2.75%
$95.85 - $99.25 $498K - $515K
194K $19.1M
BNDX
Vanguard Total International B

ETFs
14.7K
+ 6.62%
$48.33 - $49.5 $710K - $727K
237K $11.6M
IEFA
Ishares Tr

ETFs
470
+ 0.42%
$69.57 - $78.65 $32.7K - $37K
111K $8.42M
IEMG
Ishares Inc

ETFs
8.46K
+ 5.39%
N/A
166K $8.88M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.35K
+ 2.79%
$51.52 - $52.37 $276K - $280K
197K $10.3M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.77K
+ 3.5%
$50.82 - $52.7 $192K - $199K
111K $5.85M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.58K
+ 3.47%
$76.94 - $78.24 $199K - $202K
77K $6.03M
AMGN
Amgen Inc

Healthcare
32
+ 0.64%
$258.59 - $327.36 $8.27K - $10.5K
5.05K $1.57M
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.52K
+ 17.95%
$39.18 - $43.52 $216K - $240K
36.2K $1.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.57K
+ 5.9%
$49.25 - $50.66 $274K - $282K
100K $4.95M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.1K
+ 1.95%
$27.01 - $28.54 $138K - $145K
267K $7.35M
MLPX
Global X Mlp & Energy Infrastr

ETFs
152
+ 0.33%
$59.6 - $67.2 $9.06K - $10.2K
46.9K $2.99M
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.1%
$169.2 - $216.66 $846 - $1.08K
5.27K $1.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.14K
+ 4.47%
$58.01 - $64.46 $66.2K - $73.5K
26.7K $1.67M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.92K
+ 7.44%
$49.42 - $50.43 $145K - $147K
42.2K $2.11M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
25
+ 0.08%
$87.68 - $94.52 $2.19K - $2.36K
29.5K $2.76M
SUB
Ishares Short Term National Mu

ETFs
1.14K
+ 27.04%
$105.3 - $106.24 $120K - $121K
5.33K $563K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.73K
+ 11.15%
$48.43 - $49.86 $83.8K - $86.3K
17.2K $859K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
399
+ 0.47%
$81.83 - $82.73 $32.7K - $33K
85.6K $7.08M
GLD
Spdr Gold Trust

ETFs
180
+ 18.52%
$243.19 - $288.14 $43.8K - $51.9K
1.15K $331K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
155
+ 1.72%
$69.81 - $78.9 $10.8K - $12.2K
9.19K $715K
ABT
Abbott Laboratories

Healthcare
3
+ 0.09%
$111.1 - $140.22 $333 - $421
3.43K $455K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.79K
+ 3.88%
$36.63 - $37.45 $65.4K - $66.8K
47.8K $1.76M
EPD
Enterprise Products Partners L.P.

Energy
181
+ 0.88%
$31.75 - $34.14 $5.75K - $6.18K
20.7K $706K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
246
+ 4.21%
$67.08 - $76.14 $16.5K - $18.7K
6.1K $451K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
335
+ 17.92%
$114.57 - $117.99 $38.4K - $39.5K
2.2K $260K
IYK
Ishares U.S. Consumer Staples

ETFs
4
+ 0.06%
$63.29 - $71.8 $253 - $287
6.91K $494K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
10
+ 0.02%
$44.72 - $46.25 $447 - $463
44.4K $2.04M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.42K
+ 5.07%
$25.05 - $25.16 $35.6K - $35.7K
29.4K $740K
TLT
Ishares Barclays 20+ Year Trea

ETFs
54
+ 0.64%
$85.29 - $92.57 $4.61K - $5K
8.51K $774K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.48K
+ 6.93%
N/A
22.8K $540K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
567
+ 1.71%
N/A
33.8K $2.11M
ITA
Ishares Tr

ETFs
1
+ 0.02%
$144.84 - $159.5 $145 - $160
4.54K $695K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
288
+ 4.59%
$55.47 - $61.45 $16K - $17.7K
6.56K $388K
IXUS
Ishares Tr

ETFs
250
+ 7.78%
$65.06 - $72.31 $16.3K - $18.1K
3.47K $241K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
144
+ 0.58%
$49.67 - $51.43 $7.15K - $7.41K
25.1K $1.28M
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
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.01%
$58.74 - $64.87 $58.7 - $64.9
9.44K $582K
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
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