PI

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

13F
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
Last update 2025-07-15 244 Stocks (24 new)
Value $1.45 Bil Turnover 2 %
Countries:
Top Holdings: VTI(30.72%)BND(8.37%)VEA(5.23%)VCIT(4.32%)VEU(4.03%)
Summary Stock Picks Current Portfolio
PATRIOT INVESTMENT MANAGEMENT ... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
1,460,097
443,770.9
+1.06%
30.720
+0.32%
0.090
+19.46%
+6.65%
476,615.2
 
BND
Vanguard Total Bond Market ETF
1,641,785
120,884.7
+2.09%
8.370
+0.17%
0.090
+0.28%
+1.31%
127,496.0
 
VEA
Vanguard FTSE Developed Markets ETF
1,325,529
75,568.4
+1.32%
5.230
+0.07%
0.050
+11.61%
+18.44%
157,607.2
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
751,904
62,347.9
+0.29%
4.320
+0.01%
0.120
+1.87%
+2.47%
53,338.9
 
VEU
Vanguard FTSE All-World ex-US ETF
867,006
58,280.2
-0.48%
4.030
-0.02%
0.130
+12.32%
+17.00%
44,208.3
 
VWO
Vanguard FTSE Emerging Markets ETF
894,697
44,251.7
+1.05%
3.060
+0.03%
0.050
+16.61%
+14.65%
86,951.2
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
457,889
36,402.2
+0.59%
2.520
+0.01%
0.100
+0.76%
+1.56%
35,004.9
 
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
736,144
31,359.8
+7.19%
2.170
+0.15%
0.280
+16.05%
-2.96%
11,667.3
 
SCHB
Schwab U.S. Broad Market ETF
1,064,255
25,361.2
+0.15%
1.760
0%
0.070
+19.65%
+6.74%
34,940.9
 
VB
Vanguard Small Cap ETF
99,349
23,543.7
+0.97%
1.630
+0.02%
0.040
+17.51%
+1.24%
61,352.9
 

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s Historical Top Holdings Breakdowns

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSTR
Strategy
2025-06-30
New Buy
New Buy
+0.34%
●
237.95 ($363.05) 421.61
$423.22
16.57%
New holding
12,109
12,109
VTI
Vanguard Total Stock Market ETF
2025-06-30
Add
Add
+0.32%
●
243.75 ($281.15) 303.93
$309.09
9.94%
Add 1.06%
1,460,097
15,310
BND
Vanguard Total Bond Market ETF
2025-06-30
Add
Add
+0.17%
●
71.88 ($72.74) 73.82
$72.85
0.15%
Add 2.09%
1,641,785
33,676
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
2025-06-30
Add
Add
+0.15%
●
35.35 ($40.33) 42.68
$43.59
8.08%
Add 7.19%
736,144
49,409
MCI
Barings Corporate Investors
2025-06-30
New Buy
New Buy
+0.10%
●
18.93 ($20.58) 23.44
$21.61
5.00%
New holding
68,100
68,100
VOO
Vanguard S&P 500 ETF
2025-06-30
Add
Add
+0.10%
●
456.74 ($525.37) 568.03
$576.92
9.81%
Add 53.42%
7,108
2,475
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-06-30
Reduce
Reduce
-0.09%
●
108.12 ($124.74) 135.04
$137.38
10.13%
Reduce -14.02%
60,801
-9,917
VEA
Vanguard FTSE Developed Markets ETF
2025-06-30
Add
Add
+0.07%
●
45.65 ($53.52) 57.01
$56.64
5.83%
Add 1.32%
1,325,529
17,269
VXUS
Vanguard Total International Stock
2025-06-30
Add
Add
+0.06%
●
55.54 ($64.89) 69.09
$69.11
6.50%
Add 51.1%
40,309
13,632
TLT
iShares 20+ Year Treasury Bond ETF
2025-06-30
Sold Out
Sold Out
-0.06%
●
83.97 ($87.25) 92.85
$85.24
-2.30%
Sold Out
0
-8,512

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. Total Holding History ($B)

To

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s Asset Allocation

To

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s Hypothetical Growth since 2025-06-30

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s Holdings Heat Map

Size field:

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s Holdings Bubble Chart

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. News

  • 1

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