$1.02 Billion is the total value of PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s 242 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ISTB | New | ISHARES CORE 1-5 YEARcore 1 5 yr usd | $684,000 | – | 14,443 | +100.0% | 0.07% | – |
| GNR | New | SPDR S&P GLOBAL NATURALglb nat resrce | $331,000 | – | 6,360 | +100.0% | 0.03% | – |
| FALN | New | ISHARES FALLEN ANGLS USDfaln angls usd | $282,000 | – | 11,485 | +100.0% | 0.03% | – |
| IBM | New | IBM CORP | $277,000 | – | 1,964 | +100.0% | 0.03% | – |
| XLU | New | SELECT SECTOR UTI SELECTsbi int-utils | $270,000 | – | 3,863 | +100.0% | 0.03% | – |
| VTEB | New | VANGUARD MUNI BND TAXtax exempt bd | $214,000 | – | 4,300 | +100.0% | 0.02% | – |
| IAGG | New | ISHARES INTERNTINLcore intl aggr | $217,000 | – | 4,360 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-26
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.