Patriot Investment Management Inc. Incresed Positions in Q4 2024

Patriot Investment Management Inc.

  • $1.33 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1
+ 0.02%
$47.58 - $48.56 $47.6 - $48.6
4.91K $234K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
357
+ 6.03%
$56.61 - $61.63 $20.2K - $22K
6.28K $355K
LOW
Lowes Companies Inc

Consumer Cyclical
88
+ 6.71%
$244.52 - $284.07 $21.5K - $25K
1.4K $345K
MCD
Mcdonalds Corp

Consumer Cyclical
17
+ 1.21%
$288.47 - $316.54 $4.9K - $5.38K
1.42K $412K
IGF
Ishares Global Infrastructure

ETFs
11
+ 0.11%
$51.2 - $55.7 $563 - $613
9.59K $501K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
54
+ 0.18%
$11.42 - $12.5 $617 - $675
30.8K $355K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
5
+ 0.14%
$70.63 - $78.23 $353 - $391
3.61K $256K
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.74K
+ 186.64%
$25.79 - $80.4 $225K - $703K
13.4K $350K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
915
+ 2.38%
$49.87 - $52.46 $45.6K - $48K
39.3K $1.96M
SCHA
Schwab Strategic Tr Us Small C

ETFs
162K
+ 98.49%
$25.33 - $51.16 $4.11M - $8.3M
327K $8.46M
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.04%
$136.28 - $154.74 $136 - $155
2.26K $310K
EMB
Ishares Tr

ETFs
343
+ 2.28%
$88.94 - $93.46 $30.5K - $32.1K
15.4K $1.37M
EEMV
Ishares Msci Emerging Markets

ETFs
16
+ 0.18%
$57.85 - $63.11 $926 - $1.01K
8.81K $510K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
347
+ 1.19%
$88.59 - $94.57 $30.7K - $32.8K
29.4K $2.61M
LQD
Ishares Iboxx $ Investment Gra

ETFs
38
+ 0.48%
$106.56 - $113.11 $4.05K - $4.3K
7.95K $849K
MDLZ
Mondelez International, Inc.

Consumer Defensive
241
+ 5.68%
$59.25 - $72.99 $14.3K - $17.6K
4.49K $268K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3
+ 0.03%
$70.1 - $76.53 $210 - $230
9.03K $638K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.24K
+ 3.1%
$51.33 - $53.74 $166K - $174K
108K $5.54M
SCHG
Schwab Strategic Tr Us Large C

ETFs
16K
+ 238.96%
$25.93 - $105.3 $414K - $1.68M
22.7K $631K
CAT
Caterpillar Inc

Industrials
9
+ 0.32%
$360.37 - $416.88 $3.24K - $3.75K
2.79K $1.01M
KXI
Ishares Tr Global Consumer Sta

ETFs
8
+ 0.05%
$60.15 - $65.39 $481 - $523
14.9K $900K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
12
+ 0.1%
$53.86 - $60.27 $646 - $723
12K $649K
XLRE
Select Sector Spdr Tr Real Est

ETFs
852
+ 2.85%
$40.06 - $45.21 $34.1K - $38.5K
30.7K $1.25M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2
+ 0.02%
$131.66 - $144.0 $263 - $288
9.06K $1.2M
HD
Home Depot, Inc.

Consumer Cyclical
15
+ 0.22%
$385.02 - $431.37 $5.78K - $6.47K
6.74K $2.62M
KO
Coca Cola CO

Consumer Defensive
72
+ 0.57%
$61.74 - $71.71 $4.45K - $5.16K
12.6K $786K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
43
+ 0.18%
$33.77 - $44.09 $1.45K - $1.9K
23.3K $791K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
172
+ 0.68%
$58.88 - $64.8 $10.1K - $11.1K
25.5K $1.5M
SCHP
Schwab Strategic Us Tips ETF

ETFs
12.6K
+ 58.11%
$25.74 - $53.78 $325K - $678K
34.3K $886K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
117
+ 0.14%
$34.13 - $37.35 $3.99K - $4.37K
84.1K $2.87M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
80.7K
+ 94.43%
$22.63 - $47.53 $1.83M - $3.84M
166K $3.77M
SCHC
Schwab Strategic Tr Intl Small

ETFs
848
+ 0.88%
$33.93 - $38.37 $28.8K - $32.5K
97.5K $3.35M
VCIT
Vanguard Intermediate Term Cor

ETFs
25.3K
+ 3.6%
$80.13 - $83.77 $2.03M - $2.12M
728K $58.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.23K
+ 0.7%
$26.63 - $30.23 $32.8K - $37.2K
176K $4.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
171K
+ 189.89%
$26.93 - $84.95 $4.61M - $14.5M
261K $7.14M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
282K
+ 102.18%
$18.41 - $40.87 $5.18M - $11.5M
557K $10.3M
VNQ
Vanguard Specialized Funds Van

ETFs
900
+ 0.43%
$87.85 - $98.6 $79.1K - $88.7K
211K $18.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.69K
+ 0.9%
$44.04 - $49.49 $339K - $380K
862K $38M
VEU
Vanguard Ftse All World Ex Us

ETFs
20.4K
+ 2.44%
$57.29 - $63.1 $1.17M - $1.29M
857K $49.2M
VEA
Vanguard Ftse Developed Market

ETFs
33.2K
+ 2.7%
$47.57 - $52.44 $1.58M - $1.74M
1.26M $60.2M
Activity Summary
Buys All Purchases 98 New Holdings 7 Increased Positions 91 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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