Patriot Investment Management Inc. Reduced Holdings in Q3 2024

Patriot Investment Management Inc.

  • $1.36 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-6.58K
- 42.24%
$434.77 - $502.96 $2.86M - $3.31M
9K $4.39M
NVDA
Nvidia Corp

Technology
-20.6K
- 33.59%
$98.91 - $134.91 $2.04M - $2.78M
40.7K $4.95M
MSFT
Microsoft Corp

Technology
-472
- 4.73%
$395.15 - $467.56 $187K - $221K
9.5K $4.09M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-4.71K
- 11.25%
$62.4 - $62.4 $294K - $294K
37.2K $2.32M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-9.97K
- 12.66%
$97.19 - $109.09 $969K - $1.09M
68.8K $7.45M
AMZN
Amazon Com Inc

Consumer Cyclical
-460
- 3.82%
$161.02 - $200.0 $74.1K - $92K
11.6K $2.16M
VZ
Verizon Communications Inc

Communication Services
-4.4K
- 28.39%
$38.89 - $45.0 $171K - $198K
11.1K $498K
INTC
Intel Corp

Technology
-1.41K
- 10.27%
$18.9 - $34.87 $26.7K - $49.3K
12.3K $289K
MUB
Ishares National Muni Bond ETF

ETFs
-2.16K
- 4.26%
$106.13 - $108.7 $229K - $235K
48.5K $5.27M
VIG
Vanguard Dividend Appreciation

ETFs
-411
- 0.61%
$182.15 - $182.15 $74.9K - $74.9K
67.2K $12.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.74K
- 18.15%
$50.25 - $50.74 $87.5K - $88.4K
7.86K $398K
NXPI
Nxp Semiconductors N.V.

Technology
-67
- 4.33%
$225.14 - $290.78 $15.1K - $19.5K
1.48K $355K
UPS
United Parcel Service Inc

Industrials
-399
- 7.38%
$123.32 - $147.38 $49.2K - $58.8K
5.01K $682K
SPY
Spdr S&P 500 ETF Trust

ETFs
-350
- 7.15%
$517.38 - $573.86 $181K - $201K
4.54K $2.61M
PFE
Pfizer Inc

Healthcare
-2.2K
- 10.49%
$27.7 - $31.39 $60.9K - $69K
18.7K $542K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-22.5K
- 5.66%
$59.93 - $66.52 $1.35M - $1.49M
375K $24.9M
ALB
Albemarle Corp

Basic Materials
-383
- 7.31%
$72.85 - $100.09 $27.9K - $38.3K
4.85K $459K
XOM
Exxon Mobil Corp

Energy
-582
- 4.09%
$109.72 - $119.0 $63.9K - $69.3K
13.7K $1.6M
LLY
Eli Lilly & CO

Healthcare
-7
- 0.45%
$772.14 - $960.02 $5.4K - $6.72K
1.54K $1.37M
BAC
Bank Of America Corp

Financial Services
-860
- 13.15%
$36.65 - $44.13 $31.5K - $38K
5.68K $225K
AZN
Astrazeneca PLC

Healthcare
-365
- 7.47%
$76.67 - $87.62 $28K - $32K
4.52K $352K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.1K
- 9.31%
$75.32 - $84.37 $82.7K - $92.6K
10.7K $894K
TAP
Molson Coors Beverage CO

Consumer Defensive
-1.23K
- 18.1%
$49.94 - $57.52 $61.4K - $70.7K
5.56K $320K
ADI
Analog Devices Inc

Technology
-133
- 3.87%
$200.56 - $243.33 $26.7K - $32.4K
3.3K $760K
ADBE
Adobe Inc.

Technology
-7
- 1.33%
$508.13 - $586.55 $3.56K - $4.11K
519 $268K
SCHO
Schwab Short Term Us Treasury

ETFs
-486
- 10.32%
$47.93 - $49.06 $23.3K - $23.8K
4.22K $206K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-2.55K
- 7.54%
$17.02 - $18.39 $43.4K - $46.9K
31.3K $570K
HSY
Hershey CO

Consumer Defensive
-115
- 7.45%
$182.45 - $203.25 $21K - $23.4K
1.43K $273K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-125
- 10.0%
$256.4 - $289.78 $32K - $36.2K
1.13K $319K
IXN
Ishares Global Information Tec

ETFs
-45
- 0.26%
$73.0 - $87.81 $3.29K - $3.95K
17.3K $1.43M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-304
- 4.35%
$92.63 - $105.69 $28.2K - $32.1K
6.69K $696K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-305
- 2.38%
$48.06 - $49.39 $14.7K - $15.1K
12.5K $617K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
-160
- 5.13%
$85.43 - $88.78 $13.7K - $14.2K
2.96K $262K
NFLX
Netflix Inc

Communication Services
-20
- 4.61%
$598.55 - $722.26 $12K - $14.4K
414 $293K
GD
General Dynamics Corp

Industrials
-25
- 3.49%
$279.51 - $308.09 $6.99K - $7.7K
691 $208K
BMY
Bristol Myers Squibb CO

Healthcare
-1.62K
- 18.24%
$39.66 - $51.75 $64.4K - $84K
7.28K $376K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-938
- 1.52%
$29.58 - $30.31 $27.7K - $28.4K
60.6K $1.84M
CSX
Csx Corp

Industrials
-416
- 2.03%
$32.48 - $35.45 $13.5K - $14.7K
20.1K $694K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-120
- 5.91%
$102.05 - $114.97 $12.2K - $13.8K
1.91K $219K
V
Visa Inc.

Financial Services
-30
- 1.91%
$253.74 - $291.56 $7.61K - $8.75K
1.54K $423K
CMCSA
Comcast Corp

Communication Services
-98
- 1.57%
$37.33 - $41.78 $3.66K - $4.09K
6.16K $257K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-10
- 0.38%
$113.45 - $126.18 $1.13K - $1.26K
2.62K $331K
IYM
Ishares Tr

ETFs
-25
- 1.04%
$136.13 - $151.64 $3.4K - $3.79K
2.38K $357K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-2.49K
- 5.32%
$50.37 - $55.21 $126K - $138K
44.4K $2.42M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-218
- 2.68%
$106.11 - $113.72 $23.1K - $24.8K
7.91K $893K
ABT
Abbott Laboratories

Healthcare
-97
- 2.75%
$100.07 - $118.13 $9.71K - $11.5K
3.43K $390K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-3.09K
- 3.49%
$45.2 - $47.87 $140K - $148K
85.5K $4.06M
GLD
Spdr Gold Trust

ETFs
-4
- 0.42%
$215.56 - $246.98 $862 - $988
947 $230K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-700
- 3.71%
$57.32 - $62.65 $40.1K - $43.9K
18.2K $1.13M
Activity Summary
Buys All Purchases 72 New Holdings 7 Increased Positions 65 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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