$1.01 Billion is the total value of PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s 234 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IXN | ISHARES GLOBAL TECH ETFglobal tech etf | $976,000 | +2.6% | 3,172 | 0.0% | 0.10% | -32.6% | |
| SMBK | SMARTFINL INC 0050 | $756,000 | +19.4% | 34,938 | 0.0% | 0.08% | -21.9% | |
| IEUR | ISHARES CORE MSCI EUROPEcore msci euro | $522,000 | +5.2% | 9,681 | 0.0% | 0.05% | -30.7% | |
| IXJ | ISHARES GLOBALglob hlthcre etf | $508,000 | +0.8% | 6,594 | 0.0% | 0.05% | -34.2% | |
| SMMV | ISHARES MSCI USAmsci usa smcp mn | $449,000 | +8.7% | 12,191 | 0.0% | 0.04% | -29.0% | |
| DJP | BRCLYS BK IPATH BLOOMdjubs cmdt etn36 | $410,000 | +7.9% | 17,365 | 0.0% | 0.04% | -28.1% | |
| GPN | GLOBAL PAYMENTS INC | $367,000 | -6.4% | 1,821 | 0.0% | 0.04% | -39.0% | |
| RXI | ISHARES GLOBAL CONSUMERglb cns disc etf | $357,000 | +5.0% | 2,192 | 0.0% | 0.04% | -31.4% | |
| IETC | ISHARES EVOLVED US TECHNtechnology | $323,000 | +2.2% | 6,665 | 0.0% | 0.03% | -33.3% | |
| IYJ | ISHARES US INDUSTRIALSus industrials | $310,000 | +9.2% | 2,934 | 0.0% | 0.03% | -27.9% | |
| IGM | ISHARES EXPANDED TECHexpnd tec sc etf | $290,000 | +3.2% | 803 | 0.0% | 0.03% | -31.0% | |
| AIA | ISHARES ASIA 50 ETFasia 50 etf | $233,000 | +5.9% | 2,530 | 0.0% | 0.02% | -30.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-29
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.