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
VDE
Vanguard Energy ETF

ETFs
1.15K
+ 11.02%
$105.87 - $130.56 $121K - $150K
11.5K $1.38M
IGF
Ishares Global Infrastructure

ETFs
11
+ 0.11%
$50.55 - $59.83 $556 - $658
9.6K $568K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
67
+ 1.1%
$65.84 - $80.81 $4.41K - $5.41K
6.16K $493K
AZN
Astrazeneca PLC

Healthcare
637
+ 16.52%
$64.87 - $75.0 $41.3K - $47.8K
4.49K $314K
VZ
Verizon Communications Inc

Communication Services
1.22K
+ 11.32%
$41.67 - $45.62 $50.9K - $55.7K
12K $519K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.04K
+ 4.8%
$23.96 - $24.27 $24.8K - $25.1K
22.6K $547K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.04K
+ 4.55%
N/A
23.8K $564K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
387
+ 6.32%
$69.8 - $85.28 $27K - $33K
6.51K $540K
KXI
Ishares Tr Global Consumer Sta

ETFs
5
+ 0.03%
$60.73 - $67.45 $304 - $337
14.8K $964K
SO
Southern CO

Utilities
210
+ 6.56%
$84.91 - $92.56 $17.8K - $19.4K
3.41K $313K
T
At&T Inc.

Communication Services
271
+ 1.97%
$26.33 - $28.94 $7.14K - $7.84K
14K $405K
RXI
Ishares Tr

ETFs
1
+ 0.08%
$157.03 - $192.24 $157 - $192
1.3K $245K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2
+ 0.02%
$121.58 - $136.74 $243 - $273
9.06K $1.23M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
81
+ 3.68%
$116.93 - $119.39 $9.47K - $9.67K
2.29K $272K
ABT
Abbott Laboratories

Healthcare
2
+ 0.06%
$123.95 - $138.08 $248 - $276
3.43K $466K
HD
Home Depot, Inc.

Consumer Cyclical
23
+ 0.35%
$335.24 - $380.78 $7.71K - $8.76K
6.57K $2.41M
SUB
Ishares Short Term National Mu

ETFs
50
+ 0.94%
$104.77 - $106.34 $5.24K - $5.32K
5.38K $572K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5
+ 0.02%
$85.42 - $94.39 $427 - $472
29.5K $2.77M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
54
+ 0.17%
$10.78 - $11.28 $582 - $609
31K $344K
HSY
Hershey CO

Consumer Defensive
24
+ 1.86%
$151.29 - $173.13 $3.63K - $4.16K
1.32K $218K
IYK
Ishares U.S. Consumer Staples

ETFs
5
+ 0.07%
$67.29 - $72.42 $336 - $362
6.91K $487K
CMCSA
Comcast Corp

Communication Services
3
+ 0.05%
$32.84 - $36.72 $98.5 - $110
5.7K $203K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.04%
$128.77 - $144.3 $129 - $144
2.26K $304K
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.18%
$236.71 - $261.92 $710 - $786
1.69K $418K
MLPX
Global X Mlp & Energy Infrastr

ETFs
400
+ 0.85%
$55.32 - $65.02 $22.1K - $26K
47.3K $2.96M
IYH
Ishares Tr

ETFs
1
+ 0.01%
$53.97 - $60.17 $54 - $60.2
9.66K $545K
EPD
Enterprise Products Partners L.P.

Energy
194
+ 0.94%
$28.95 - $34.22 $5.62K - $6.64K
20.9K $647K
PG
Procter & Gamble CO

Consumer Defensive
15
+ 0.2%
$157.66 - $172.39 $2.36K - $2.59K
7.61K $1.21M
PEP
Pepsico Inc

Consumer Defensive
119
+ 2.16%
$128.02 - $151.37 $15.2K - $18K
5.62K $741K
ABBV
Abb Vie Inc.

Healthcare
17
+ 0.32%
$170.16 - $206.27 $2.89K - $3.51K
5.29K $981K
AMGN
Amgen Inc

Healthcare
21
+ 0.42%
$262.28 - $309.85 $5.51K - $6.51K
5.07K $1.42M
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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