$1.18 Billion is the total value of PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s 250 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IDEV | New | ISHARES CORE MSCI INTRLcore msci intl | $2,412,000 | – | 35,705 | +100.0% | 0.20% | – |
| IEF | New | ISHARES 7-10 YEAR TRSURYbarclays 7 10 yr | $344,000 | – | 2,993 | +100.0% | 0.03% | – |
| SRLN | New | SPDR BLACKSTONE SENIORblackstone senr | $317,000 | – | 6,955 | +100.0% | 0.03% | – |
| MDLZ | New | MONDELEZ INTLcl a | $223,000 | – | 3,373 | +100.0% | 0.02% | – |
| IDU | New | ISHARES US UTILITIESu.s. utilits etf | $214,000 | – | 2,420 | +100.0% | 0.02% | – |
| MXI | New | ISHARES GLOBAL MATERIALSglobal mater etf | $208,000 | – | 2,300 | +100.0% | 0.02% | – |
| MA | New | MASTERCARD INCcl a | $217,000 | – | 605 | +100.0% | 0.02% | – |
| IJK | New | ISHARES S&P MID CAP 400s&p mc 400gr etf | $202,000 | – | 2,376 | +100.0% | 0.02% | – |
| LIT | New | GLOBAL X LITHIUM BATTERYlithium btry etf | $202,000 | – | 2,397 | +100.0% | 0.02% | – |
| DRIV | New | GLOBAL X AUTONOMautonmous ev etf | $202,000 | – | 6,642 | +100.0% | 0.02% | – |
| IWS | New | ISHARES RUSSELL MID CAPrus mdcp val etf | $206,000 | – | 1,691 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-01
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.