$791 Billion is the total value of PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s 715 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AMLP | Exit | ALPS ALERIAN MLP ETFalerian mlp | $0 | – | -23,715 | -100.0% | -0.01% | – |
RTN | Exit | RAYTHEON CO | $0 | – | -5,415 | -100.0% | -0.11% | – |
MLPX | Exit | GLOBAL X MLP & ENERGYglb x mlp enrg i | $0 | – | -169,355 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-11
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETF | 22 | Q2 2024 | 30.3% |
VANGUARD TOTAL BOND MARKET ETF | 22 | Q2 2024 | 8.9% |
VANGUARD SCOTTS/VANGUARD INTERMEDIA | 22 | Q2 2024 | 5.4% |
VANGUARD TAX-MANAGED FDS | 22 | Q2 2024 | 6.4% |
VANGUARD INTL EQUITY INDEX F | 22 | Q2 2024 | 4.3% |
VGRD STC ETF DV | 22 | Q2 2024 | 3.8% |
VANGUARD INTL EQUITY INDEX F | 22 | Q2 2024 | 3.9% |
VANGUARD SMALL CAP ETF | 22 | Q2 2024 | 4.3% |
SCHWAB US BROAD MARKET ETF | 22 | Q2 2024 | 3.0% |
VANGUARD MID CAP ETF IV | 22 | Q2 2024 | 4.1% |
View PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-20 |
13F-HR | 2024-07-15 |
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 |
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.