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Size ($ in 1000's)
At 03/31/2024: $1,263,666
At 12/31/2023: $1,172,158
Patriot Investment Management Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Patriot Investment Management Group Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Patriot Investment Management Group Inc. top holdings by largest position size, as per the latest 13f filing made by Patriot Investment Management Group Inc..
In the Patriot Investment Management Group Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Patriot Investment Management Group Inc. in that top holding, then the share count change between reporting periods, and finally the Patriot Investment Management Group Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VTI) |
1,467,716 |
+91,083 |
$381,459 | | VTI | 1,467,716 | +91,083 | $381,459 | | VANGUARD BD INDEX FDS (BND) |
1,332,927 |
+51,551 |
$96,811 | | BND | 1,332,927 | +51,551 | $96,811 | | VANGUARD TAX MANAGED FDS (VEA) |
1,169,185 |
+16,210 |
$58,658 | | VEA | 1,169,185 | +16,210 | $58,658 | | VANGUARD SCOTTSDALE FDS (VCIT) |
655,771 |
+13,516 |
$52,796 | | VCIT | 655,771 | +13,516 | $52,796 | | VANGUARD INTL EQUITY INDEX F (VEU) |
830,463 |
+179,762 |
$48,707 | | VEU | 830,463 | +179,762 | $48,707 | | VANGUARD INTL EQUITY INDEX F (VWO) |
846,508 |
-6,645 |
$35,359 | | VWO | 846,508 | -6,645 | $35,359 | | VANGUARD SCOTTSDALE FDS (VCSH) |
437,942 |
-10,651 |
$33,857 | | VCSH | 437,942 | -10,651 | $33,857 | | SCHWAB STRATEGIC TR |
394,810 |
-13,575 |
$24,103 | | SCHB | 394,810 | -13,575 | $24,103 | | VANGUARD INDEX FDS (VB) |
100,977 |
-14,653 |
$23,082 | | VB | 100,977 | -14,653 | $23,082 | | SPDR SER TR (SPSM) |
528,540 |
+68,716 |
$22,748 | | SPSM | 528,540 | +68,716 | $22,748 | | VANGUARD INDEX FDS (VNQ) |
199,317 |
+2,505 |
$17,237 | | VNQ | 199,317 | +2,505 | $17,237 | | VANGUARD WORLD FD (VDC) |
82,628 |
-5,887 |
$16,868 | | VDC | 82,628 | -5,887 | $16,868 | | VANGUARD INDEX FDS (VO) |
62,242 |
-13,281 |
$15,552 | | VO | 62,242 | -13,281 | $15,552 | | VANGUARD WORLD FD (VPU) |
102,825 |
-3,310 |
$14,661 | | VPU | 102,825 | -3,310 | $14,661 | | VANGUARD WHITEHALL FDS (VYM) |
120,021 |
+861 |
$14,521 | | VYM | 120,021 | +861 | $14,521 | | ISHARES TR (AGG) |
142,074 |
+29,989 |
$13,915 | | AGG | 142,074 | +29,989 | $13,915 | | VANGUARD SPECIALIZED FUNDS (VIG) |
67,858 |
-16,010 |
$12,391 | | VIG | 67,858 | -16,010 | $12,391 | | ISHARES TR (IVV) |
21,451 |
+910 |
$11,277 | | IVV | 21,451 | +910 | $11,277 | | SCHWAB STRATEGIC TR |
280,693 |
-2,670 |
$10,953 | | SCHF | 280,693 | -2,670 | $10,953 | | VANGUARD SCOTTSDALE FDS (VGSH) |
178,343 |
+4,066 |
$10,356 | | VGSH | 178,343 | +4,066 | $10,356 | | VANGUARD INDEX FDS (VV) |
40,863 |
-390 |
$9,797 | | VV | 40,863 | -390 | $9,797 | | VANGUARD ADMIRAL FDS INC (VIOO) |
95,412 |
-25,489 |
$9,684 | | VIOO | 95,412 | -25,489 | $9,684 | | ISHARES TR (IGSB) |
187,333 |
+4,232 |
$9,606 | | IGSB | 187,333 | +4,232 | $9,606 | | VANGUARD CHARLOTTE FDS (BNDX) |
193,638 |
+3,531 |
$9,525 | | BNDX | 193,638 | +3,531 | $9,525 | | SCHWAB STRATEGIC TR |
104,512 |
-3,319 |
$8,510 | | SCHM | 104,512 | -3,319 | $8,510 | | SCHWAB STRATEGIC TR |
135,072 |
-18,224 |
$8,383 | | SCHX | 135,072 | -18,224 | $8,383 | | SCHWAB STRATEGIC TR |
167,288 |
+4,661 |
$8,237 | | SCHA | 167,288 | +4,661 | $8,237 | | ISHARES TR (IEFA) |
110,660 |
-2,521 |
$8,213 | | IEFA | 110,660 | -2,521 | $8,213 | | ISHARES INC (IEMG) |
158,771 |
-17,671 |
$8,193 | | IEMG | 158,771 | -17,671 | $8,193 | | ISHARES TR (IDEV) |
119,797 |
+3,753 |
$8,042 | | IDEV | 119,797 | +3,753 | $8,042 | | APPLE INC |
45,048 |
-2,368 |
$7,725 | | AAPL | 45,048 | -2,368 | $7,725 | | ISHARES TR (ITOT) |
63,967 |
+803 |
$7,375 | | ITOT | 63,967 | +803 | $7,375 | | ISHARES TR (SHY) |
88,104 |
+5,484 |
$7,205 | | SHY | 88,104 | +5,484 | $7,205 | | SCHWAB STRATEGIC TR |
88,484 |
-607 |
$7,134 | | SCHD | 88,484 | -607 | $7,134 | | INVESCO QQQ TR |
15,566 |
+5,989 |
$6,912 | | QQQ | 15,566 | +5,989 | $6,912 | | NVIDIA CORPORATION |
7,218 |
+1,010 |
$6,522 | | NVDA | 7,218 | +1,010 | $6,522 | | VANGUARD BD INDEX FDS (BSV) |
76,694 |
+1,347 |
$5,880 | | BSV | 76,694 | +1,347 | $5,880 | | ISHARES TR (MUB) |
50,204 |
-3,351 |
$5,402 | | MUB | 50,204 | -3,351 | $5,402 | | ISHARES TR (IVW) |
61,310 |
-51 |
$5,177 | | IVW | 61,310 | -51 | $5,177 | | ISHARES TR (IGIB) |
92,585 |
+4,014 |
$4,777 | | IGIB | 92,585 | +4,014 | $4,777 | | VANGUARD MUN BD FDS (VTEB) |
91,293 |
+2,510 |
$4,619 | | VTEB | 91,293 | +2,510 | $4,619 | | SCHWAB STRATEGIC TR |
182,570 |
+1,314 |
$4,610 | | SCHE | 182,570 | +1,314 | $4,610 | | MICROSOFT CORP |
10,612 |
-461 |
$4,465 | | MSFT | 10,612 | -461 | $4,465 | | SCHWAB STRATEGIC TR |
94,708 |
-800 |
$4,357 | | SCHZ | 94,708 | -800 | $4,357 | | VANGUARD WORLD FD (ESGV) |
44,155 |
-124 |
$4,115 | | ESGV | 44,155 | -124 | $4,115 | | ISHARES TR (IJR) |
32,721 |
+34 |
$3,616 | | IJR | 32,721 | +34 | $3,616 | | VANGUARD WORLD FD (VGT) |
6,713 |
UNCH |
$3,520 | | VGT | 6,713 | UNCH | $3,520 | | SCHWAB STRATEGIC TR |
97,208 |
-3,274 |
$3,480 | | SCHC | 97,208 | -3,274 | $3,480 | | VANGUARD WHITEHALL FDS (VWOB) |
51,774 |
-25,178 |
$3,306 | | VWOB | 51,774 | -25,178 | $3,306 | | SPDR INDEX SHS FDS (SPDW) |
83,802 |
UNCH |
$3,003 | | SPDW | 83,802 | UNCH | $3,003 |
See Full List: All Stocks Held By Patriot Investment Management Group Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Patriot Investment Management Group Inc.
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