The Analysis of PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s Holdings
Currently, PATRIOT INVESTMENT MANAGEMENT GROUP, INC. holds 242 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in BND (+63.4K shares, valued at $4.7M), VCIT (+23.7K shares, valued at $2.0M), VEA (+26.1K shares, valued at $1.6M); decreased their positions in ESGV (-22.2K shares, valued at $2.6M), VEU (-20.5K shares, valued at $1.5M), IVW (-6.2K shares, valued at $743.6K); initiated new positions in MA (+437 shares, valued at $248.6K), QLD (+1.8K shares, valued at $244.4K), TJX (+1.6K shares, valued at $232.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS1.5M shares0.18%2025-09-302025-10-15
BND VANGUARD BD INDEX FDS1.7M shares3.86%2025-09-302025-10-15 VEA VANGUARD TAX-MANAGED FDS1.4M shares1.97%2025-09-302025-10-15 VCIT VANGUARD SCOTTSDALE FDS775.6K shares3.15%2025-09-302025-10-15 VEU VANGUARD INTL EQUITY INDEX F846.5K shares-2.37%2025-09-302025-10-15 VWO VANGUARD INTL EQUITY INDEX F912.9K shares2.03%2025-09-302025-10-15 VCSH VANGUARD SCOTTSDALE FDS477.4K shares4.25%2025-09-302025-10-15 SPSM SPDR SERIES TRUST769.5K shares4.54%2025-09-302025-10-15 SCHB SCHWAB STRATEGIC TR1.1M shares-0.68%2025-09-302025-10-15 VB VANGUARD INDEX FDS98.3K shares-1.06%2025-09-302025-10-15 VNQ VANGUARD INDEX FDS233.7K shares2.93%2025-09-302025-10-15 AGG ISHARES TR197.9K shares2.82%2025-09-302025-10-15 VPU VANGUARD WORLD FD92.4K shares-1.49%2025-09-302025-10-15 VYM VANGUARD WHITEHALL FDS121.6K shares-0.59%2025-09-302025-10-15 VO VANGUARD INDEX FDS56.6K shares-2.44%2025-09-302025-10-15 VDC VANGUARD WORLD FD77.5K shares-1.43%2025-09-302025-10-15 VGSH VANGUARD SCOTTSDALE FDS249.7K shares5.10%2025-09-302025-10-15 VIG VANGUARD SPECIALIZED FUNDS63.9K shares-1.95%2025-09-302025-10-15 BNDX VANGUARD CHARLOTTE FDS256.1K shares6.00%2025-09-302025-10-15 IVV ISHARES TR18.9K shares-3.11%2025-09-302025-10-15 SCHF SCHWAB STRATEGIC TR512.3K shares-2.15%2025-09-302025-10-15 VV VANGUARD INDEX FDS37.2K shares-0.69%2025-09-302025-10-15 IEMG ISHARES INC162.0K shares-0.91%2025-09-302025-10-15 IGSB ISHARES TR187.1K shares-1.80%2025-09-302025-10-15 IEFA ISHARES TR110.1K shares-2.01%2025-09-302025-10-15 AAPL APPLE INC37.7K shares1.31%2025-09-302025-10-15 SCHX SCHWAB STRATEGIC TR361.0K shares-1.44%2025-09-302025-10-15 SCHM SCHWAB STRATEGIC TR303.7K shares-2.53%2025-09-302025-10-15 SCHA SCHWAB STRATEGIC TR316.5K shares-0.36%2025-09-302025-10-15 ITOT ISHARES TR60.2K shares-0.96%2025-09-302025-10-15 MUB ISHARES TR79.1K shares20.38%2025-09-302025-10-15 SHY ISHARES TR88.1K shares0.94%2025-09-302025-10-15 IDEV ISHARES TR90.0K shares-0.09%2025-09-302025-10-15 SCHD SCHWAB STRATEGIC TR251.6K shares-3.29%2025-09-302025-10-15 IVW ISHARES TR53.1K shares-10.39%2025-09-302025-10-15 NVDA NVIDIA CORPORATION33.3K shares-1.36%2025-09-302025-10-15 BSV VANGUARD BD INDEX FDS78.4K shares0.07%2025-09-302025-10-15 VIOO VANGUARD ADMIRAL FDS INC52.3K shares-0.06%2025-09-302025-10-15 IGIB ISHARES TR106.6K shares-2.44%2025-09-302025-10-15 QQQ INVESCO QQQ TR9.2K shares1.04%2025-09-302025-10-15 SCHE SCHWAB STRATEGIC TR164.7K shares-0.30%2025-09-302025-10-15 VTEB VANGUARD MUN BD FDS99.7K shares-6.97%2025-09-302025-10-15 MSFT MICROSOFT CORP9.1K shares-4.38%2025-09-302025-10-15 MSTR STRATEGY INC14.5K shares19.46%2025-09-302025-10-15 BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2025-09-302025-10-15 VGT VANGUARD WORLD FD6.0K shares-2.84%2025-09-302025-10-15 VOO VANGUARD INDEX FDS7.0K shares-1.41%2025-09-302025-10-15 SCHC SCHWAB STRATEGIC TR87.8K shares-2.21%2025-09-302025-10-15 IAU ISHARES GOLD TR51.8K shares-15.29%2025-09-302025-10-15 SPDW SPDR INDEX SHS FDS84.2K shares0.00%2025-09-302025-10-15 SCHZ SCHWAB STRATEGIC TR143.7K shares-3.34%2025-09-302025-10-15 ESGV VANGUARD WORLD FD28.1K shares-44.17%2025-09-302025-10-15 VOT VANGUARD INDEX FDS11.0K shares-0.06%2025-09-302025-10-15 MLPX GLOBAL X FDS47.7K shares0.86%2025-09-302025-10-15 SPY SPDR S&P 500 ETF TR4.5K shares-3.65%2025-09-302025-10-15 VXUS VANGUARD STAR FDS40.3K shares-0.08%2025-09-302025-10-15 USMV ISHARES TR29.6K shares0.38%2025-09-302025-10-15 VSS VANGUARD INTL EQUITY INDEX F19.3K shares0.15%2025-09-302025-10-15 HD HOME DEPOT INC6.6K shares-0.26%2025-09-302025-10-15 VBR VANGUARD INDEX FDS12.1K shares-0.32%2025-09-302025-10-15 PNFP PINNACLE FINL PARTNERS INC25.8K shares0.18%2025-09-302025-10-15 AMZN AMAZON COM INC10.8K shares-1.66%2025-09-302025-10-15 IAGG ISHARES TR43.2K shares1.14%2025-09-302025-10-15 VWOB VANGUARD WHITEHALL FDS33.0K shares-0.07%2025-09-302025-10-15 VCRB VANGUARD MALVERN FDS27.6K shares0.93%2025-09-302025-10-15 RSP INVESCO EXCHANGE TRADED FD T11.2K shares0.23%2025-09-302025-10-15 IUSB ISHARES TR44.0K shares0.04%2025-09-302025-10-15 JNJ JOHNSON & JOHNSON11.0K shares-0.22%2025-09-302025-10-15 USHY ISHARES TR52.9K shares11.39%2025-09-302025-10-15 TSLA TESLA INC4.4K shares-1.97%2025-09-302025-10-15 IJR ISHARES TR16.6K shares-1.58%2025-09-302025-10-15 SCHH SCHWAB STRATEGIC TR91.0K shares0.65%2025-09-302025-10-15 JPM JPMORGAN CHASE & CO.6.2K shares-0.23%2025-09-302025-10-15 IVE ISHARES TR9.2K shares0.00%2025-09-302025-10-15 GDX VANECK ETF TRUST23.3K shares0.00%2025-09-302025-10-15 XOM EXXON MOBIL CORP15.8K shares-1.50%2025-09-302025-10-15 VTV VANGUARD INDEX FDS9.4K shares0.06%2025-09-302025-10-15 DVY ISHARES TR11.9K shares-1.04%2025-09-302025-10-15 IWM ISHARES TR7.0K shares-0.59%2025-09-302025-10-15 VXF VANGUARD INDEX FDS7.9K shares-1.78%2025-09-302025-10-15 SPSB SPDR SERIES TRUST54.3K shares-0.51%2025-09-302025-10-15 HDV ISHARES TR13.3K shares0.00%2025-09-302025-10-15 TAN INVESCO EXCH TRADED FD TR II36.7K shares0.00%2025-09-302025-10-15 DGRO ISHARES TR23.5K shares0.00%2025-09-302025-10-15 IXN ISHARES TR15.0K shares-1.32%2025-09-302025-10-15 WMT WALMART INC14.3K shares-0.13%2025-09-302025-10-15 VOE VANGUARD INDEX FDS8.4K shares-0.14%2025-09-302025-10-15 VT VANGUARD INTL EQUITY INDEX F10.6K shares0.01%2025-09-302025-10-15 VDE VANGUARD WORLD FD11.5K shares-0.70%2025-09-302025-10-15 VUG VANGUARD INDEX FDS3.0K shares-3.66%2025-09-302025-10-15 MCI BARINGS CORPORATE INVS68.1K shares0.00%2025-09-302025-10-15 AMGN AMGEN INC4.9K shares-2.45%2025-09-302025-10-15 XLRE SELECT SECTOR SPDR TR32.9K shares2.32%2025-09-302025-10-15 XLU SELECT SECTOR SPDR TR15.5K shares0.00%2025-09-302025-10-15 CAT CATERPILLAR INC2.8K shares0.18%2025-09-302025-10-15 IBB ISHARES TR9.1K shares0.00%2025-09-302025-10-15 IWR ISHARES TR13.5K shares0.00%2025-09-302025-10-15 EMB ISHARES TR13.6K shares-1.28%2025-09-302025-10-15 IYW ISHARES TR6.6K shares-31.53%2025-09-302025-10-15 USIG ISHARES TR24.4K shares-1.15%2025-09-302025-10-15 SDY SPDR SERIES TRUST9.1K shares0.02%2025-09-302025-10-15 SMBK SMARTFINANCIAL INC34.9K shares0.00%2025-09-302025-10-15 DE DEERE & CO2.7K shares-2.40%2025-09-302025-10-15 ABBV ABBVIE INC5.3K shares-0.11%2025-09-302025-10-15 IETC ISHARES U S ETF TR11.8K shares7.27%2025-09-302025-10-15 IJH ISHARES TR17.9K shares0.00%2025-09-302025-10-15 PG PROCTER AND GAMBLE CO7.6K shares-0.17%2025-09-302025-10-15 TIP ISHARES TR10.4K shares-0.11%2025-09-302025-10-15 LLY ELI LILLY & CO1.3K shares-2.78%2025-09-302025-10-15 KXI ISHARES TR15.4K shares4.10%2025-09-302025-10-15 EXI ISHARES TR5.6K shares0.00%2025-09-302025-10-15 EFA ISHARES TR10.4K shares0.10%2025-09-302025-10-15 SMMV ISHARES TR22.4K shares0.00%2025-09-302025-10-15 SPLV INVESCO EXCH TRADED FD TR II12.8K shares0.00%2025-09-302025-10-15 ITA ISHARES TR4.4K shares0.00%2025-09-302025-10-15 IJT ISHARES TR6.6K shares-1.09%2025-09-302025-10-15 PFF ISHARES TR29.2K shares-2.55%2025-09-302025-10-15 VTIP VANGUARD MALVERN FDS18.1K shares6.49%2025-09-302025-10-15 JBL JABIL INC4.2K shares0.00%2025-09-302025-10-15 IJS ISHARES TR8.2K shares0.00%2025-09-302025-10-15 IEUR ISHARES TR12.4K shares0.00%2025-09-302025-10-15 EEM ISHARES TR15.7K shares0.00%2025-09-302025-10-15 MRK MERCK & CO INC9.9K shares-1.36%2025-09-302025-10-15 IBIT ISHARES BITCOIN TRUST ETF12.7K shares13.89%2025-09-302025-10-15 STIP ISHARES TR7.8K shares0.00%2025-09-302025-10-15 MCO MOODYS CORP1.7K shares0.00%2025-09-302025-10-15 PEP PEPSICO INC5.5K shares-2.12%2025-09-302025-10-15 EFAV ISHARES TR9.0K shares1.75%2025-09-302025-10-15 COST COSTCO WHSL CORP NEW829 shares-1.07%2025-09-302025-10-15 GOOGL ALPHABET INC3.1K shares10.35%2025-09-302025-10-15 KO COCA COLA CO11.2K shares-0.19%2025-09-302025-10-15 IBDQ ISHARES TR29.4K shares0.00%2025-09-302025-10-15 IBDR ISHARES TR29.6K shares24.30%2025-09-302025-10-15 PSCT INVESCO EXCH TRADED FD TR II13.4K shares0.00%2025-09-302025-10-15 SOXX ISHARES TR2.6K shares-7.32%2025-09-302025-10-15 SCHG SCHWAB STRATEGIC TR21.9K shares-3.72%2025-09-302025-10-15 LQD ISHARES TR6.2K shares-0.03%2025-09-302025-10-15 CSX CSX CORP19.5K shares0.00%2025-09-302025-10-15 IBDS ISHARES TR28.4K shares25.60%2025-09-302025-10-15 PM PHILIP MORRIS INTL INC4.2K shares-0.31%2025-09-302025-10-15 ADI ANALOG DEVICES INC2.8K shares-0.68%2025-09-302025-10-15 EPD ENTERPRISE PRODS PARTNERS L21.2K shares1.72%2025-09-302025-10-15 RTX RTX CORPORATION3.9K shares-4.43%2025-09-302025-10-15 XBI SPDR SERIES TRUST6.5K shares0.00%2025-09-302025-10-15 TLH ISHARES TR6.3K shares1.11%2025-09-302025-10-15 XLE SELECT SECTOR SPDR TR7.2K shares0.00%2025-09-302025-10-15 DJP BARCLAYS BANK PLC17.6K shares0.00%2025-09-302025-10-15 VUSB VANGUARD BD INDEX FDS11.8K shares-6.22%2025-09-302025-10-15 IGF ISHARES TR9.6K shares0.00%2025-09-302025-10-15 SPEM SPDR INDEX SHS FDS12.5K shares0.00%2025-09-302025-10-15 SUB ISHARES TR5.4K shares0.00%2025-09-302025-10-15 SCHP SCHWAB STRATEGIC TR21.3K shares-19.10%2025-09-302025-10-15 UCB UNITED CMNTY BKS BLAIRSVLE G17.9K shares0.00%2025-09-302025-10-15 SHYG ISHARES TR12.9K shares15.58%2025-09-302025-10-15 IYH ISHARES TR9.4K shares-2.68%2025-09-302025-10-15 VYMI VANGUARD WHITEHALL FDS6.5K shares5.24%2025-09-302025-10-15 IWN ISHARES TR3.1K shares0.00%2025-09-302025-10-15 EEMV ISHARES INC8.3K shares1.46%2025-09-302025-10-15 IYC ISHARES TR4.9K shares0.02%2025-09-302025-10-15 GLD SPDR GOLD TR1.4K shares23.87%2025-09-302025-10-15 XT ISHARES TR6.9K shares-10.91%2025-09-302025-10-15 HYG ISHARES TR6.0K shares-8.45%2025-09-302025-10-15 IYK ISHARES TR6.9K shares0.09%2025-09-302025-10-15 EQT EQT CORP8.6K shares0.00%2025-09-302025-10-15 TFC TRUIST FINL CORP10.1K shares0.00%2025-09-302025-10-15 ABT ABBOTT LABS3.4K shares0.06%2025-09-302025-10-15 VZ VERIZON COMMUNICATIONS INC10.4K shares-13.46%2025-09-302025-10-15 JETS ETF SER SOLUTIONS18.0K shares0.00%2025-09-302025-10-15 DUK DUKE ENERGY CORP NEW3.6K shares-0.92%2025-09-302025-10-15 IWF ISHARES TR936 shares-1.37%2025-09-302025-10-15 IXJ ISHARES TR4.9K shares-4.50%2025-09-302025-10-15 VHT VANGUARD WORLD FD1.6K shares-4.87%2025-09-302025-10-15 NFLX NETFLIX INC343 shares-11.83%2025-09-302025-10-15 V VISA INC1.2K shares-16.57%2025-09-302025-10-15 XLF SELECT SECTOR SPDR TR7.6K shares0.00%2025-09-302025-10-15 T AT&T INC14.0K shares-0.27%2025-09-302025-10-15 MO ALTRIA GROUP INC6.0K shares-0.25%2025-09-302025-10-15 AVGO BROADCOM INC1.2K shares-1.41%2025-09-302025-10-15 SCHV SCHWAB STRATEGIC TR13.3K shares-1.34%2025-09-302025-10-15 JPST J P MORGAN EXCHANGE TRADED F7.5K shares0.40%2025-09-302025-10-15 CSCO CISCO SYS INC5.5K shares-0.51%2025-09-302025-10-15 RY ROYAL BK CDA2.5K shares0.00%2025-09-302025-10-15 IYJ ISHARES TR2.5K shares0.00%2025-09-302025-10-15 PFE PFIZER INC14.2K shares-6.79%2025-09-302025-10-15 IWO ISHARES TR1.1K shares0.00%2025-09-302025-10-15 IYM ISHARES TR2.4K shares0.00%2025-09-302025-10-15 META META PLATFORMS INC480 shares-1.03%2025-09-302025-10-15 ADM ARCHER DANIELS MIDLAND CO5.9K shares0.00%2025-09-302025-10-15 XLK SELECT SECTOR SPDR TR1.2K shares0.00%2025-09-302025-10-15 IBDT ISHARES TR13.7K shares30.02%2025-09-302025-10-15 LOW LOWES COS INC1.4K shares0.07%2025-09-302025-10-15 SHV ISHARES TR3.1K shares-4.43%2025-09-302025-10-15 AZN ASTRAZENECA PLC4.3K shares-4.78%2025-09-302025-10-15 IWS ISHARES TR2.3K shares0.00%2025-09-302025-10-15 CVX CHEVRON CORP NEW2.1K shares0.00%2025-09-302025-10-15 PFXF VANECK ETF TRUST18.1K shares1.71%2025-09-302025-10-15 SO SOUTHERN CO3.4K shares-1.73%2025-09-302025-10-15 LOB LIVE OAK BANCSHARES INC9.0K shares0.00%2025-09-302025-10-15 PGX INVESCO EXCH TRADED FD TR II27.2K shares-12.13%2025-09-302025-10-15 XLV SELECT SECTOR SPDR TR2.3K shares0.04%2025-09-302025-10-15 SQM SOCIEDAD QUIMICA Y MINERA DE7.3K shares0.00%2025-09-302025-10-15 VPL VANGUARD INTL EQUITY INDEX F3.5K shares0.06%2025-09-302025-10-15 IBM INTERNATIONAL BUSINESS MACHS1.1K shares-0.36%2025-09-302025-10-15 ACWV ISHARES INC2.6K shares0.04%2025-09-302025-10-15 FDN FIRST TR EXCHANGE-TRADED FD1.1K shares0.00%2025-09-302025-10-15 FNDA SCHWAB STRATEGIC TR9.8K shares0.00%2025-09-302025-10-15 IJJ ISHARES TR2.2K shares0.00%2025-09-302025-10-15 IEI ISHARES TR2.4K shares3.50%2025-09-302025-10-15 FLOT ISHARES TR5.5K shares0.00%2025-09-302025-10-15 NXPI NXP SEMICONDUCTORS N V1.2K shares-7.54%2025-09-302025-10-15 IGV ISHARES TR2.4K shares0.00%2025-09-302025-10-15 VBK VANGUARD INDEX FDS933 shares0.00%2025-09-302025-10-15 RXI ISHARES TR1.3K shares0.00%2025-09-302025-10-15 UPS UNITED PARCEL SERVICE INC3.2K shares-16.87%2025-09-302025-10-15 GNR SPDR INDEX SHS FDS4.5K shares0.00%2025-09-302025-10-15 XEL XCEL ENERGY INC3.3K shares0.00%2025-09-302025-10-15 BMY BRISTOL-MYERS SQUIBB CO5.6K shares-7.19%2025-09-302025-10-15 VLUE ISHARES TR2.0K shares-8.65%2025-09-302025-10-15 MA MASTERCARD INCORPORATED437 sharesnew addition2025-09-302025-10-15 CRS CARPENTER TECHNOLOGY CORP1.0K shares0.00%2025-09-302025-10-15 QLD PROSHARES TR1.8K sharesnew addition2025-09-302025-10-15 IFRA ISHARES TR4.6K shares0.02%2025-09-302025-10-15 HSY HERSHEY CO1.3K shares-1.82%2025-09-302025-10-15 IXUS ISHARES TR2.9K shares-15.50%2025-09-302025-10-15 ESGU ISHARES TR1.7K shares0.73%2025-09-302025-10-15 MPC MARATHON PETE CORP1.2K shares0.00%2025-09-302025-10-15 GD GENERAL DYNAMICS CORP703 shares-1.54%2025-09-302025-10-15 IWD ISHARES TR1.1K shares-2.30%2025-09-302025-10-15 TJX TJX COS INC NEW1.6K sharesnew addition2025-09-302025-10-15 IJK ISHARES TR2.4K shares0.00%2025-09-302025-10-15 ED CONSOLIDATED EDISON INC2.2K shares0.00%2025-09-302025-10-15 BAC BANK AMERICA CORP4.3K shares-12.29%2025-09-302025-10-15 ISTB ISHARES TR4.5K shares0.60%2025-09-302025-10-15 AIA ISHARES TR2.3K sharesnew addition2025-09-302025-10-15 PLTR PALANTIR TECHNOLOGIES INC1.2K shares-30.35%2025-09-302025-10-15 MRVL MARVELL TECHNOLOGY INC2.6K shares0.00%2025-09-302025-10-15 MCD MCDONALDS CORP717 shares-0.42%2025-09-302025-10-15 BKMC BNY MELLON ETF TRUST2.0K shares0.00%2025-09-302025-10-15 DIS DISNEY WALT CO1.9K shares0.00%2025-09-302025-10-15 MXI ISHARES TR2.3K sharesnew addition2025-09-302025-10-15 GE GE AEROSPACE702 sharesnew addition2025-09-302025-10-15 WEST WESTROCK COFFEE CO12.1K shares0.00%2025-09-302025-10-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available