Patriot Investment Management Inc. Reduced Holdings in Q2 2025

Patriot Investment Management Inc.

  • $1.44 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-243
- 0.65%
$172.42 - $223.89 $41.9K - $54.4K
37.2K $7.64M
PM
Philip Morris International Inc.

Consumer Defensive
-3.97K
- 48.32%
$149.23 - $184.95 $592K - $734K
4.24K $772K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.41K
- 2.4%
$24.32 - $27.87 $156K - $179K
260K $6.89M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-9.92K
- 14.02%
$108.12 - $135.04 $1.07M - $1.34M
60.8K $8.21M
MO
Altria Group, Inc.

Consumer Defensive
-5.27K
- 46.87%
$55.56 - $60.91 $293K - $321K
5.97K $350K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-6.48K
- 3.29%
$51.68 - $52.76 $335K - $342K
191K $10.1M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-5.6K
- 9.67%
$83.8 - $101.39 $469K - $567K
52.3K $5.29M
MCD
Mcdonalds Corp

Consumer Cyclical
-702
- 49.37%
$285.55 - $321.23 $200K - $226K
720 $210K
JNJ
Johnson & Johnson

Healthcare
-410
- 3.59%
$146.36 - $159.82 $60K - $65.5K
11K $1.68M
CSCO
Cisco Systems, Inc.

Technology
-3.94K
- 41.74%
$53.19 - $69.38 $210K - $273K
5.5K $381K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-4.13K
- 11.39%
$37.08 - $42.26 $153K - $174K
32.1K $1.33M
MRK
Merck & Co., Inc.

Healthcare
-505
- 4.77%
$73.47 - $87.12 $37.1K - $44K
10.1K $798K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-5.41K
- 17.06%
$26.18 - $26.93 $142K - $146K
26.3K $701K
IBB
Ishares Biotechnology ETF

ETFs
-836
- 8.43%
$112.02 - $129.0 $93.6K - $108K
9.08K $1.15M
VIG
Vanguard Dividend Appreciation

ETFs
-664
- 1.01%
N/A
65.2K $11.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
-944
- 8.34%
$107.93 - $110.97 $102K - $105K
10.4K $1.14M
IEMG
Ishares Inc

ETFs
-2.05K
- 1.24%
N/A
163K $8.77M
BMY
Bristol Myers Squibb CO

Healthcare
-256
- 4.06%
$44.12 - $59.6 $11.3K - $15.3K
6.05K $280K
LLY
Eli Lilly & CO

Healthcare
-34
- 2.43%
$713.71 - $898.95 $24.3K - $30.6K
1.37K $1.06M
TAP
Molson Coors Beverage CO

Consumer Defensive
-269
- 5.66%
$47.24 - $62.46 $12.7K - $16.8K
4.49K $215K
VDC
Vanguard Consumer Staples ETF

ETFs
-1.6K
- 2.0%
$204.89 - $224.73 $328K - $360K
78.6K $17.2M
EMB
Ishares Tr

ETFs
-1.13K
- 7.59%
$86.54 - $92.62 $98K - $105K
13.8K $1.28M
HYG
Ishares Tr

ETFs
-1.01K
- 13.37%
$75.75 - $80.65 $76.3K - $81.2K
6.52K $526K
UPS
United Parcel Service Inc

Industrials
-285
- 6.92%
$91.92 - $110.2 $26.2K - $31.4K
3.84K $387K
KO
Coca Cola CO

Consumer Defensive
-667
- 5.59%
$68.37 - $73.9 $45.6K - $49.3K
11.3K $796K
DVY
Ishares Tr

ETFs
-431
- 3.45%
$118.37 - $134.86 $51K - $58.1K
12.1K $1.6M
PFE
Pfizer Inc

Healthcare
-1.52K
- 9.08%
$21.59 - $24.84 $32.8K - $37.8K
15.2K $369K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-3.42K
- 16.12%
$15.52 - $17.13 $53.1K - $58.6K
17.8K $304K
CVX
Chevron Corp

Energy
-1
- 0.05%
$133.73 - $168.51 $134 - $169
2.07K $296K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-772
- 2.29%
N/A
33K $2.06M
SHV
Ishares Tr

ETFs
-379
- 10.5%
$110.06 - $110.46 $41.7K - $41.9K
3.23K $356K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.35K
- 2.41%
$29.82 - $30.19 $40.1K - $40.6K
54.5K $1.65M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-980
- 1.07%
$18.94 - $21.67 $18.6K - $21.2K
90.4K $1.91M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.22K
- 0.63%
$96.84 - $99.46 $118K - $121K
192K $19.1M
IXJ
Ishares Global Healthcare ETF

ETFs
-28
- 0.55%
$82.3 - $90.02 $2.3K - $2.52K
5.11K $439K
DUK
Duke Energy Corp

Utilities
-80
- 2.17%
$112.46 - $124.05 $9K - $9.92K
3.6K $424K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-2.05K
- 1.84%
$51.1 - $53.29 $105K - $109K
109K $5.82M
LOW
Lowes Companies Inc

Consumer Cyclical
-18
- 1.29%
$210.83 - $235.28 $3.79K - $4.24K
1.38K $306K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-430
- 8.74%
$47.89 - $48.65 $20.6K - $20.9K
4.49K $218K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-500
- 1.99%
$49.73 - $51.44 $24.9K - $25.7K
24.6K $1.27M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-425
- 0.96%
$45.12 - $46.23 $19.2K - $19.6K
44K $2.03M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-150
- 1.97%
$50.36 - $50.68 $7.55K - $7.6K
7.45K $377K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-239
- 1.39%
$49.57 - $50.27 $11.8K - $12K
17K $854K
VUSB
Vanguard Bd Index Fds
-758
- 5.67%
N/A
12.6K $0
Vanguard Malvern Fds
-130
- 0.47%
N/A
27.4K $0
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-5
- 0.19%
$107.61 - $119.09 $538 - $595
2.57K $304K
IFRA
Ishares Tr

ETFs
-174
- 3.65%
$40.97 - $49.19 $7.13K - $8.56K
4.59K $225K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-55
- 3.25%
$108.06 - $135.3 $5.94K - $7.44K
1.64K $221K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-435
- 3.76%
$152.93 - $181.74 $66.5K - $79.1K
11.1K $2.02M
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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