$1.15 Billion is the total value of PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s 405 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
F | Exit | FORD MOTOR CO | $0 | – | -11,901 | -100.0% | -0.01% | – |
CVS | Exit | CVS HEALTH CORP | $0 | – | -2,101 | -100.0% | -0.02% | – |
MKL | Exit | MARKEL CORP | $0 | – | -198 | -100.0% | -0.02% | – |
D | Exit | DOMINION ENERGY INC | $0 | – | -3,156 | -100.0% | -0.02% | – |
IBM | Exit | IBM CORP | $0 | – | -1,959 | -100.0% | -0.02% | – |
MMM | Exit | 3M CO | $0 | – | -2,866 | -100.0% | -0.03% | – |
SCHW | Exit | CHARLES SCHWAB CORP | $0 | – | -9,157 | -100.0% | -0.07% | – |
BRKB | Exit | BERKSHIRE HATHAWAYcl b new | $0 | – | -30,048 | -100.0% | -0.83% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-15
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.