$1.15 Billion is the total value of PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s 249 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UCBI | New | UNITED COMMUNITY BKS | $621,000 | – | 17,858 | +100.0% | 0.05% | – |
| ARKG | New | ARK GENOMIC REVOLUTIONgenomic rev etf | $486,000 | – | 10,600 | +100.0% | 0.04% | – |
| CVX | New | CHEVRON CORP | $342,000 | – | 2,104 | +100.0% | 0.03% | – |
| STIP | New | ISHARES 0-5 YEAR TIPS0-5 yr tips etf | $244,000 | – | 2,329 | +100.0% | 0.02% | – |
| FNDA | New | SCHWAB FUNDAMENTAL USschwab fdt us sc | $220,000 | – | 4,128 | +100.0% | 0.02% | – |
| D | New | DOMINION ENERGY INC | $222,000 | – | 2,616 | +100.0% | 0.02% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INcl a | $150,000 | – | 10,963 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-02
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.