Patriot Investment Management Inc. Reduced Holdings in Q1 2025

Patriot Investment Management Inc.

  • $1.32 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-44.4K
- 4.01%
$21.23 - $23.75 $942K - $1.05M
1.06M $22.8M
NVDA
Nvidia Corp

Technology
-4.27K
- 10.99%
$106.98 - $149.43 $456K - $637K
34.6K $3.74M
AAPL
Apple Inc.

Technology
-352
- 0.93%
$209.68 - $247.1 $73.8K - $87K
37.5K $8.33M
VV
Vanguard Large Cap ETF

ETFs
-2.14K
- 5.33%
$253.32 - $282.66 $542K - $605K
38K $9.71M
VXF
Vanguard Extended Market ETF

ETFs
-5.03K
- 45.45%
$170.36 - $201.04 $857K - $1.01M
6.04K $1.04M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-4.16K
- 6.71%
$94.32 - $110.46 $393K - $460K
57.9K $5.56M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-7.8K
- 2.38%
$23.16 - $27.04 $181K - $211K
319K $7.5M
VO
Vanguard Mid Cap ETF

ETFs
-1.51K
- 2.52%
$251.87 - $277.95 $381K - $420K
58.5K $15M
IVV
Ishares Core S&P 500 ETF

ETFs
-421
- 2.11%
$554.06 - $615.85 $233K - $259K
19.5K $11M
TSLA
Tesla, Inc.

Consumer Cyclical
-66
- 1.4%
$222.15 - $428.22 $14.7K - $28.3K
4.64K $1.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-780
- 14.41%
$507.05 - $563.67 $395K - $440K
4.63K $2.38M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.39K
- 0.65%
$21.75 - $24.28 $52.1K - $58.1K
368K $8.07M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-145
- 1.61%
$468.34 - $539.52 $67.9K - $78.2K
8.88K $4.16M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-21.9K
- 13.18%
$22.46 - $23.26 $492K - $509K
144K $3.34M
MSFT
Microsoft Corp

Technology
-23
- 0.25%
$375.39 - $447.2 $8.63K - $10.3K
9.08K $3.41M
AMZN
Amazon Com Inc

Consumer Cyclical
-27
- 0.24%
$190.26 - $242.06 $5.14K - $6.54K
11.1K $2.12M
MRK
Merck & Co., Inc.

Healthcare
-1.63K
- 13.36%
$83.01 - $101.02 $136K - $165K
10.6K $950K
VUG
Vanguard Growth ETF

ETFs
-287
- 8.51%
$369.1 - $427.61 $106K - $123K
3.09K $1.14M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.84K
- 1.54%
$126.11 - $135.06 $232K - $249K
118K $15M
HD
Home Depot, Inc.

Consumer Cyclical
-190
- 2.82%
$347.25 - $424.87 $66K - $80.7K
6.55K $2.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-72
- 0.43%
$102.49 - $119.96 $7.38K - $8.64K
16.7K $1.75M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-10K
- 32.12%
$16.8 - $17.69 $169K - $178K
21.2K $358K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.72K
- 21.6%
$105.1 - $109.61 $180K - $188K
6.23K $675K
SPY
Spdr S&P 500 ETF Trust

ETFs
-55
- 1.21%
$551.42 - $612.93 $30.3K - $33.7K
4.49K $2.51M
IXN
Ishares Global Information Tec

ETFs
-130
- 0.85%
$75.73 - $88.4 $9.84K - $11.5K
15.2K $1.15M
GOOGL
Alphabet Inc.

Communication Services
-215
- 7.69%
$154.33 - $206.19 $33.2K - $44.3K
2.58K $399K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-855
- 33.54%
$120.24 - $134.3 $103K - $115K
1.69K $206K
IETC
Ishares U S ETF Tr

ETFs
-67
- 0.61%
$75.19 - $89.98 $5.04K - $6.03K
10.9K $817K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-35
- 0.42%
$96.3 - $112.23 $3.37K - $3.93K
8.22K $798K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.92K
- 20.14%
$50.39 - $50.66 $96.6K - $97.2K
7.6K $384K
UPS
United Parcel Service Inc

Industrials
-180
- 4.19%
$109.66 - $136.26 $19.7K - $24.5K
4.12K $453K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-56
- 0.84%
$121.0 - $142.28 $6.78K - $7.97K
6.63K $825K
HYG
Ishares Tr

ETFs
-1.04K
- 12.08%
$78.51 - $80.11 $81.3K - $82.9K
7.53K $594K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-74
- 0.41%
$57.21 - $65.8 $4.23K - $4.87K
18.2K $1.06M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-4.67K
- 4.86%
$20.2 - $22.24 $94.3K - $104K
91.3K $1.95M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-376
- 1.66%
$24.91 - $29.02 $9.37K - $10.9K
22.3K $557K
VTV
Vanguard Value ETF

ETFs
-419
- 4.29%
$167.73 - $179.21 $70.3K - $75.1K
9.36K $1.6M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-8.19K
- 4.64%
$25.81 - $28.52 $211K - $234K
168K $4.65M
SHV
Ishares Tr

ETFs
-491
- 11.98%
$110.11 - $110.51 $54.1K - $54.3K
3.61K $398K
WMT
Walmart Inc.

Consumer Defensive
-203
- 1.49%
$84.5 - $105.05 $17.2K - $21.3K
13.4K $1.18M
ADI
Analog Devices Inc

Technology
-86
- 2.95%
$201.56 - $243.82 $17.3K - $21K
2.83K $569K
IBB
Ishares Biotechnology ETF

ETFs
-195
- 1.93%
$130.29 - $140.56 $25.4K - $27.4K
9.91K $1.29M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-2.6K
- 7.58%
$25.69 - $26.78 $66.8K - $69.7K
31.7K $849K
PFE
Pfizer Inc

Healthcare
-566
- 3.27%
$25.01 - $27.13 $14.2K - $15.4K
16.8K $424K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-818
- 3.52%
$40.38 - $42.65 $33K - $34.9K
22.4K $928K
XT
Ishares Tr Exponential Technol

ETFs
-235
- 2.83%
$57.56 - $64.0 $13.5K - $15K
8.06K $463K
IYJ
Ishares Tr

ETFs
-160
- 5.99%
$127.48 - $142.0 $20.4K - $22.7K
2.51K $326K
EEMV
Ishares Msci Emerging Markets

ETFs
-498
- 5.65%
$57.07 - $59.29 $28.4K - $29.5K
8.31K $484K
IFRA
Ishares Tr

ETFs
-422
- 8.13%
$44.8 - $49.25 $18.9K - $20.8K
4.77K $214K
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
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