$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KBWY | Exit | INVESCO KBW PREMIUMkbw prem yield | $0 | – | -6,593 | -100.0% | -0.03% | – |
| SCHV | Exit | SCHWAB US LARGE CAP VALUEus lcap va etf | $0 | – | -3,681 | -100.0% | -0.03% | – |
| UMDD | Exit | PROSHARES ULTRAPROultra mdcap400 | $0 | – | -2,342 | -100.0% | -0.04% | – |
| WPC | Exit | W.P. CAREY INC. | $0 | – | -3,200 | -100.0% | -0.04% | – |
| SPXL | Exit | DIREXION DAILY S&P 500drx s&p500bull | $0 | – | -5,520 | -100.0% | -0.04% | – |
| JPST | Exit | JPMORGAN ULTRA SHORTultra shrt inc | $0 | – | -6,303 | -100.0% | -0.05% | – |
| IDV | Exit | ISHARES INTERNATIONALintl sel div etf | $0 | – | -29,651 | -100.0% | -0.14% | – |
| JNK | Exit | SPDR BLMBRG BRCLY HGHbloomberg brclys | $0 | – | -56,326 | -100.0% | -0.30% | – |
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.