$714 Million is the total value of PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s 214 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JNK | New | SPDR BLMBRG BRCLY HGH YLD BND ETFbloomberg brclys | $2,045,000 | – | 18,774 | +100.0% | 0.29% | – |
| RBNC | New | RELIANT BANCORP INC | $428,000 | – | 18,145 | +100.0% | 0.06% | – |
| MCD | New | MC DONALDS CORP | $309,000 | – | 1,490 | +100.0% | 0.04% | – |
| NEE | New | NEXTERA ENERGY INC | $245,000 | – | 1,199 | +100.0% | 0.03% | – |
| UDOW | New | PROSHARES ULTRAPRO DOW 30 ETFultrpro dow30 | $230,000 | – | 2,249 | +100.0% | 0.03% | – |
| TMF | New | DIR DAILY 20 YEAR TRSRYBULL 3X ETF20yr tres bull | $223,000 | – | 8,987 | +100.0% | 0.03% | – |
| IAGG | New | ISHARES INTERNTINL AGGRGT BND ETFcore intl aggr | $224,000 | – | 4,123 | +100.0% | 0.03% | – |
| TSLA | New | TESLA INC | $211,000 | – | 945 | +100.0% | 0.03% | – |
| CRUS | New | CIRRUS LOGIC INC | $207,000 | – | 4,740 | +100.0% | 0.03% | – |
| RY | New | ROYAL BANK OF CANADA F | $207,000 | – | 2,619 | +100.0% | 0.03% | – |
| XLV | New | SELECT SECTOR HEALTH CARE SPDR ETFsbi healthcare | $201,000 | – | 2,170 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETF | 19 | Q3 2023 | 26.9% |
| VANGUARD TOTAL BOND MARKET ETF | 19 | Q3 2023 | 8.9% |
| VANGUARD SCOTTS/VANGUARD INTERMEDIA | 19 | Q3 2023 | 5.4% |
| VANGUARD TAX-MANAGED FDS | 19 | Q3 2023 | 6.4% |
| VANGUARD INTL EQUITY INDEX F | 19 | Q3 2023 | 4.3% |
| VGRD STC ETF DV | 19 | Q3 2023 | 3.8% |
| VANGUARD SMALL CAP ETF | 19 | Q3 2023 | 4.3% |
| VANGUARD INTL EQUITY INDEX F | 19 | Q3 2023 | 3.7% |
| SCHWAB US BROAD MARKET ETF | 19 | Q3 2023 | 3.0% |
| VANGUARD MID CAP ETF IV | 19 | Q3 2023 | 4.1% |
View PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-01 |
View PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.