$662 Million is the total value of PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s 173 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IXN | ISHARES GLOBAL TECH ETFglobal tech etf | $951,000 | +13.8% | 3,172 | 0.0% | 0.14% | +44.0% | |
| SHYG | ISHARES HIGH YIELD0-5yr hi yl cp | $630,000 | +3.3% | 13,880 | 0.0% | 0.10% | +30.1% | |
| IYK | ISHARES US CONSUMERu.s. cnsm gd etf | $540,000 | +16.1% | 3,114 | 0.0% | 0.08% | +46.4% | |
| JETS | US GLOBAL JETS ETFus glb jets | $415,000 | +32.6% | 18,572 | 0.0% | 0.06% | +70.3% | |
| SMMV | ISHARES MSCI USAmsci usa smcp mn | $413,000 | +16.0% | 12,191 | 0.0% | 0.06% | +47.6% | |
| GPN | GLOBAL PAYMENTS INC | $392,000 | +21.4% | 1,821 | 0.0% | 0.06% | +51.3% | |
| DJP | BRCLYS BK IPATH BLOOMdjubs cmdt etn36 | $380,000 | +12.4% | 17,365 | 0.0% | 0.06% | +42.5% | |
| SOXX | ISHARES PHLXphlx semicnd etf | $350,000 | +24.6% | 925 | 0.0% | 0.05% | +55.9% | |
| RBNC | RELIANT BANCORP INC | $337,000 | +28.1% | 18,145 | 0.0% | 0.05% | +64.5% | |
| IGM | ISHARES EXPANDED TECHexpnd tec sc etf | $281,000 | +13.3% | 803 | 0.0% | 0.04% | +40.0% | |
| GGN | GAMCO GLOBAL GOLD NTRL R | $62,000 | +3.3% | 17,825 | 0.0% | 0.01% | +28.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-09
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.