Patriot Investment Management Inc. Sells in Q3 2025

Patriot Investment Management Inc.

  • $1.52 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-22.2K
- 44.17%
$109.47 - $119.06 $2.43M - $2.64M
28.1K $3.33M
VDC
Vanguard Consumer Staples ETF

ETFs
-1.13K
- 1.43%
$212.64 - $225.25 $240K - $254K
77.5K $16.6M
IYW
Ishares Dj Us Tech ETF

ETFs
-3.02K
- 31.53%
$171.38 - $197.01 $517K - $595K
6.56K $1.28M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-7.48K
- 6.97%
$48.5 - $50.19 $363K - $375K
99.7K $4.99M
VIG
Vanguard Dividend Appreciation

ETFs
-1.27K
- 1.95%
N/A
63.9K $11.6M
DE
Deere & CO

Industrials
-67
- 2.4%
$457.26 - $524.37 $30.6K - $35.1K
2.72K $1.24M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-3.43K
- 1.8%
$52.39 - $53.11 $180K - $182K
187K $9.92M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-5.02K
- 19.1%
$26.44 - $27.1 $133K - $136K
21.3K $573K
UPS
United Parcel Service Inc

Industrials
-647
- 16.87%
$82.58 - $105.54 $53.4K - $68.3K
3.19K $266K
IVW
Ishares S&P 500 Growth ETF

ETFs
-6.16K
- 10.39%
$108.97 - $121.65 $671K - $749K
53.1K $6.42M
V
Visa Inc.

Financial Services
-239
- 16.57%
$332.09 - $358.86 $79.4K - $85.8K
1.2K $410K
PM
Philip Morris International Inc.

Consumer Defensive
-13
- 0.31%
$157.77 - $183.27 $2.05K - $2.38K
4.23K $685K
IEMG
Ishares Inc

ETFs
-1.49K
- 0.91%
N/A
162K $8.69M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-4.96K
- 3.34%
$22.9 - $23.58 $114K - $117K
144K $3.37M
VZ
Verizon Communications Inc

Communication Services
-1.62K
- 13.46%
$40.84 - $45.06 $66K - $72.9K
10.4K $456K
COST
Costco Wholesale Corp

Consumer Defensive
-9
- 1.07%
$915.95 - $994.57 $8.24K - $8.95K
829 $767K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-2.67K
- 2.44%
$52.55 - $54.37 $140K - $145K
107K $5.77M
LLY
Eli Lilly & CO

Healthcare
-38
- 2.78%
$625.65 - $812.69 $23.8K - $30.9K
1.33K $1.01M
KO
Coca Cola CO

Consumer Defensive
-21
- 0.19%
$65.67 - $71.67 $1.38K - $1.51K
11.2K $745K
PG
Procter & Gamble CO

Consumer Defensive
-13
- 0.17%
$150.47 - $161.22 $1.96K - $2.1K
7.59K $1.17M
IAU
Ishares Gold Trust

ETFs
-9.36K
- 15.29%
$61.62 - $72.77 $577K - $681K
51.8K $3.77M
HYG
Ishares Tr

ETFs
-551
- 8.45%
$79.85 - $81.32 $44K - $44.8K
5.97K $484K
AMZN
Amazon Com Inc

Consumer Cyclical
-183
- 1.66%
$211.65 - $238.24 $38.7K - $43.6K
10.8K $2.38M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-3.75K
- 12.13%
$11.15 - $11.87 $41.8K - $44.5K
27.2K $315K
BMY
Bristol Myers Squibb CO

Healthcare
-435
- 7.19%
$43.31 - $48.98 $18.8K - $21.3K
5.62K $253K
IXUS
Ishares Tr

ETFs
-537
- 15.5%
$76.35 - $82.58 $41K - $44.3K
2.93K $241K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-8.55K
- 3.29%
$26.38 - $27.95 $226K - $239K
252K $6.87M
MSFT
Microsoft Corp

Technology
-417
- 4.38%
$491.09 - $535.64 $205K - $223K
9.09K $4.71M
AMGN
Amgen Inc

Healthcare
-124
- 2.45%
$271.18 - $309.22 $33.6K - $38.3K
4.95K $1.4M
PLTR
Palantir Technologies Inc.

Technology
-522
- 30.35%
$130.68 - $186.97 $68.2K - $97.6K
1.2K $218K
SHV
Ishares Tr

ETFs
-143
- 4.43%
$110.06 - $110.49 $15.7K - $15.8K
3.09K $340K
IBM
International Business Machines Corp

Technology
-4
- 0.36%
$234.77 - $292.47 $939 - $1.17K
1.1K $308K
T
At&T Inc.

Communication Services
-38
- 0.27%
$26.94 - $29.62 $1.02K - $1.13K
14K $394K
NXPI
Nxp Semiconductors N.V.

Technology
-100
- 7.54%
$205.16 - $239.07 $20.5K - $23.9K
1.23K $279K
BAC
Bank Of America Corp

Financial Services
-607
- 12.29%
$44.92 - $52.42 $27.3K - $31.8K
4.33K $223K
PFE
Pfizer Inc

Healthcare
-1.04K
- 6.79%
$23.29 - $25.88 $24.1K - $26.8K
14.2K $361K
XT
Ishares Tr Exponential Technol

ETFs
-839
- 10.91%
$65.04 - $71.97 $54.6K - $60.4K
6.85K $493K
CSCO
Cisco Systems, Inc.

Technology
-28
- 0.51%
$66.2 - $71.79 $1.85K - $2.01K
5.47K $374K
IXJ
Ishares Global Healthcare ETF

ETFs
-230
- 4.5%
$82.73 - $89.14 $19K - $20.5K
4.88K $432K
META
Meta Platforms, Inc.

Communication Services
-5
- 1.03%
$695.21 - $791.73 $3.48K - $3.96K
480 $352K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-277
- 0.51%
$30.02 - $30.29 $8.32K - $8.39K
54.3K $1.64M
VHT
Vanguard Health Care ETF

ETFs
-82
- 4.87%
$239.12 - $259.95 $19.6K - $21.3K
1.6K $416K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-24
- 0.07%
N/A
33K $2.06M
VUSB
Vanguard Bd Index Fds
-784
- 6.22%
N/A
11.8K $0
VLUE
Ishares Msci Usa Value Factor

ETFs
-189
- 8.65%
$111.55 - $125.05 $21.1K - $23.6K
2K $249K
PFF
Ishares Trust Ishares Pfd And

ETFs
-765
- 2.55%
$30.67 - $32.13 $23.5K - $24.6K
29.2K $922K
SO
Southern CO

Utilities
-59
- 1.73%
$90.83 - $96.0 $5.36K - $5.66K
3.35K $317K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-284
- 1.15%
$50.73 - $52.47 $14.4K - $14.9K
24.4K $1.27M
IWD
Ishares Russell 1000 Val ETF

ETFs
-27
- 2.3%
$192.76 - $203.86 $5.2K - $5.5K
1.15K $233K
Activity Summary
Buys All Purchases 67 New Holdings 6 Increased Positions 61 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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