The Analysis of PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s Holdings
Currently, PATRIOT INVESTMENT MANAGEMENT GROUP, INC. holds 243 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in SPY (+16.8K shares, valued at $11.4M), BND (+75.9K shares, valued at $5.6M), IVV (+6.3K shares, valued at $4.3M); decreased their positions in VYM (-16.1K shares, valued at $2.3M), VDC (-8.1K shares, valued at $1.7M), SCHX (-56.4K shares, valued at $1.5M); initiated new positions in MDY (+2.6K shares, valued at $1.6M), VGIT (+13.8K shares, valued at $825.1K), INDY (+7.5K shares, valued at $369.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS1.5M shares0.43%2025-12-312026-01-23
BND VANGUARD BD INDEX FDS1.8M shares4.45%2025-12-312026-01-23 VEA VANGUARD TAX-MANAGED FDS1.4M shares2.26%2025-12-312026-01-23 VCIT VANGUARD SCOTTSDALE FDS805.6K shares3.88%2025-12-312026-01-23 VEU VANGUARD INTL EQUITY INDEX F836.4K shares-1.19%2025-12-312026-01-23 VWO VANGUARD INTL EQUITY INDEX F918.8K shares0.64%2025-12-312026-01-23 VCSH VANGUARD SCOTTSDALE FDS492.7K shares3.21%2025-12-312026-01-23 SPSM SPDR SERIES TRUST790.1K shares2.67%2025-12-312026-01-23 SCHB SCHWAB STRATEGIC TR1.1M shares-0.00%2025-12-312026-01-23 VB VANGUARD INDEX FDS101.1K shares2.85%2025-12-312026-01-23 VNQ VANGUARD INDEX FDS244.0K shares4.42%2025-12-312026-01-23 AGG ISHARES TR198.3K shares0.20%2025-12-312026-01-23 IVV ISHARES TR25.2K shares33.55%2025-12-312026-01-23 VPU VANGUARD WORLD FD93.2K shares0.83%2025-12-312026-01-23 VGSH VANGUARD SCOTTSDALE FDS263.6K shares5.54%2025-12-312026-01-23 VO VANGUARD INDEX FDS53.0K shares-6.38%2025-12-312026-01-23 VYM VANGUARD WHITEHALL FDS105.5K shares-13.27%2025-12-312026-01-23 VDC VANGUARD WORLD FD69.4K shares-10.41%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR21.3K shares373.48%2025-12-312026-01-23 BNDX VANGUARD CHARLOTTE FDS276.0K shares7.75%2025-12-312026-01-23 VIG VANGUARD SPECIALIZED FUNDS58.3K shares-8.78%2025-12-312026-01-23 SCHF SCHWAB STRATEGIC TR507.8K shares-0.88%2025-12-312026-01-23 VV VANGUARD INDEX FDS37.1K shares-0.28%2025-12-312026-01-23 IEMG ISHARES INC167.3K shares3.28%2025-12-312026-01-23 AAPL APPLE INC37.2K shares-1.31%2025-12-312026-01-23 IGSB ISHARES TR186.4K shares-0.37%2025-12-312026-01-23 IEFA ISHARES TR108.8K shares-1.22%2025-12-312026-01-23 MUB ISHARES TR86.8K shares9.74%2025-12-312026-01-23 ITOT ISHARES TR60.2K shares0.03%2025-12-312026-01-23 SCHA SCHWAB STRATEGIC TR311.2K shares-1.70%2025-12-312026-01-23 SCHM SCHWAB STRATEGIC TR290.2K shares-4.43%2025-12-312026-01-23 SCHX SCHWAB STRATEGIC TR304.6K shares-15.64%2025-12-312026-01-23 IDEV ISHARES TR91.2K shares1.33%2025-12-312026-01-23 SHY ISHARES TR85.0K shares-3.48%2025-12-312026-01-23 NVDA NVIDIA CORPORATION36.3K shares9.01%2025-12-312026-01-23 SCHD SCHWAB STRATEGIC TR242.6K shares-3.57%2025-12-312026-01-23 IGIB ISHARES TR116.4K shares9.14%2025-12-312026-01-23 BSV VANGUARD BD INDEX FDS78.6K shares0.35%2025-12-312026-01-23 IVW ISHARES TR50.1K shares-5.71%2025-12-312026-01-23 VIOO VANGUARD ADMIRAL FDS INC52.1K shares-0.33%2025-12-312026-01-23 SCHE SCHWAB STRATEGIC TR163.5K shares-0.74%2025-12-312026-01-23 VTEB VANGUARD MUN BD FDS101.1K shares1.35%2025-12-312026-01-23 MSFT MICROSOFT CORP9.4K shares3.01%2025-12-312026-01-23 BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2025-12-312026-01-23 VGT VANGUARD WORLD FD6.0K shares0.00%2025-12-312026-01-23 SCHC SCHWAB STRATEGIC TR83.4K shares-5.07%2025-12-312026-01-23 SPDW SPDR INDEX SHS FDS84.4K shares0.18%2025-12-312026-01-23 ESGV VANGUARD WORLD FD28.0K shares-0.44%2025-12-312026-01-23 SCHZ SCHWAB STRATEGIC TR142.3K shares-0.97%2025-12-312026-01-23 VOT VANGUARD INDEX FDS11.0K shares0.00%2025-12-312026-01-23 VXUS VANGUARD STAR FDS40.4K shares0.28%2025-12-312026-01-23 MLPX GLOBAL X FDS45.5K shares-4.71%2025-12-312026-01-23 USMV ISHARES TR28.7K shares-3.05%2025-12-312026-01-23 VSS VANGUARD INTL EQUITY INDEX F18.7K shares-3.25%2025-12-312026-01-23 IUSB ISHARES TR55.4K shares25.97%2025-12-312026-01-23 VBR VANGUARD INDEX FDS12.1K shares0.02%2025-12-312026-01-23 AMZN AMAZON COM INC10.9K shares0.20%2025-12-312026-01-23 HD HOME DEPOT INC6.7K shares2.20%2025-12-312026-01-23 JNJ JOHNSON & JOHNSON10.8K shares-1.31%2025-12-312026-01-23 MSTR STRATEGY INC14.5K shares0.50%2025-12-312026-01-23 VWOB VANGUARD WHITEHALL FDS32.6K shares-1.23%2025-12-312026-01-23 VCRB VANGUARD MALVERN FDS27.1K shares-2.06%2025-12-312026-01-23 IAGG ISHARES TR42.1K shares-2.46%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO.6.4K shares3.51%2025-12-312026-01-23 GDX VANECK ETF TRUST23.4K shares0.11%2025-12-312026-01-23 IJR ISHARES TR16.5K shares-0.24%2025-12-312026-01-23 USHY ISHARES TR53.0K shares0.25%2025-12-312026-01-23 TSLA TESLA INC4.4K shares-0.81%2025-12-312026-01-23 VTV VANGUARD INDEX FDS10.3K shares9.99%2025-12-312026-01-23 IVE ISHARES TR9.2K shares0.00%2025-12-312026-01-23 SCHH SCHWAB STRATEGIC TR91.6K shares0.70%2025-12-312026-01-23 XOM EXXON MOBIL CORP15.4K shares-1.97%2025-12-312026-01-23 TAN INVESCO EXCH TRADED FD TR II36.7K shares0.00%2025-12-312026-01-23 EMB ISHARES TR17.8K shares30.62%2025-12-312026-01-23 IWM ISHARES TR7.0K shares0.00%2025-12-312026-01-23 DVY ISHARES TR11.9K shares0.00%2025-12-312026-01-23 DGRO ISHARES TR24.1K shares2.44%2025-12-312026-01-23 VXF VANGUARD INDEX FDS8.0K shares0.19%2025-12-312026-01-23 VOE VANGUARD INDEX FDS9.1K shares8.87%2025-12-312026-01-23 HDV ISHARES TR13.3K shares0.00%2025-12-312026-01-23 SPSB SPDR SERIES TRUST53.3K shares-1.84%2025-12-312026-01-23 AMGN AMGEN INC4.9K shares-1.05%2025-12-312026-01-23 CAT CATERPILLAR INC2.8K shares0.25%2025-12-312026-01-23 MDY SPDR S&P MIDCAP 400 ETF TR2.6K sharesnew addition2025-12-312026-01-23 IBB ISHARES TR9.1K shares0.00%2025-12-312026-01-23 IXN ISHARES TR14.4K shares-3.91%2025-12-312026-01-23 VT VANGUARD INTL EQUITY INDEX F10.5K shares-0.51%2025-12-312026-01-23 VUG VANGUARD INDEX FDS3.0K shares0.03%2025-12-312026-01-23 VDE VANGUARD WORLD FD11.4K shares-0.37%2025-12-312026-01-23 EFA ISHARES TR14.2K shares37.10%2025-12-312026-01-23 XLU SELECT SECTOR SPDR TR31.0K shares100.00%2025-12-312026-01-23 IWR ISHARES TR13.5K shares0.00%2025-12-312026-01-23 SMBK SMARTFINANCIAL INC34.9K shares0.00%2025-12-312026-01-23 XLRE SELECT SECTOR SPDR TR31.5K shares-3.98%2025-12-312026-01-23 USIG ISHARES TR24.5K shares0.70%2025-12-312026-01-23 DE DEERE & CO2.7K shares-0.22%2025-12-312026-01-23 LLY ELI LILLY & CO1.2K shares-12.13%2025-12-312026-01-23 WMT WALMART INC11.2K shares-21.77%2025-12-312026-01-23 MCI BARINGS CORPORATE INVS68.1K shares0.00%2025-12-312026-01-23 IETC ISHARES U S ETF TR11.7K shares-0.79%2025-12-312026-01-23 IJH ISHARES TR17.9K shares0.00%2025-12-312026-01-23 IYW ISHARES TR5.8K shares-11.71%2025-12-312026-01-23 SDY SPDR SERIES TRUST7.9K shares-12.41%2025-12-312026-01-23 TIP ISHARES TR9.8K shares-5.49%2025-12-312026-01-23 ABBV ABBVIE INC4.7K shares-11.40%2025-12-312026-01-23 ALPHABET INC ALPHABET INC3.2K shares5.19%2025-12-312026-01-23 KXI ISHARES TR15.4K shares0.05%2025-12-312026-01-23 EXI ISHARES TR5.7K shares0.04%2025-12-312026-01-23 SMMV ISHARES TR22.4K shares0.00%2025-12-312026-01-23 STIP ISHARES TR9.4K shares19.99%2025-12-312026-01-23 PG PROCTER AND GAMBLE CO6.7K shares-12.42%2025-12-312026-01-23 ITA ISHARES TR4.4K shares-0.29%2025-12-312026-01-23 VTIP VANGUARD MALVERN FDS19.2K shares5.79%2025-12-312026-01-23 JBL JABIL INC4.2K shares-0.98%2025-12-312026-01-23 IJS ISHARES TR8.2K shares-0.24%2025-12-312026-01-23 IJT ISHARES TR6.6K shares0.00%2025-12-312026-01-23 PFF ISHARES TR29.1K shares-0.17%2025-12-312026-01-23 IBDS ISHARES TR36.6K shares28.91%2025-12-312026-01-23 IEUR ISHARES TR12.4K shares0.10%2025-12-312026-01-23 MCO MOODYS CORP1.7K shares0.00%2025-12-312026-01-23 EEM ISHARES TR15.7K shares0.09%2025-12-312026-01-23 VGIT VANGUARD SCOTTSDALE FDS13.8K sharesnew addition2025-12-312026-01-23 XBI SPDR SERIES TRUST6.6K shares0.63%2025-12-312026-01-23 GLD SPDR GOLD TR2.0K shares39.66%2025-12-312026-01-23 SOXX ISHARES TR2.6K shares0.00%2025-12-312026-01-23 EFAV ISHARES TR9.1K shares0.04%2025-12-312026-01-23 PSCT INVESCO EXCH TRADED FD TR II13.4K shares0.00%2025-12-312026-01-23 PEP PEPSICO INC5.2K shares-6.13%2025-12-312026-01-23 ADI ANALOG DEVICES INC2.7K shares-2.32%2025-12-312026-01-23 COST COSTCO WHSL CORP NEW846 shares2.05%2025-12-312026-01-23 KO COCA COLA CO10.4K shares-7.75%2025-12-312026-01-23 RTX RTX CORPORATION3.9K shares0.00%2025-12-312026-01-23 IBDR ISHARES TR29.6K shares0.00%2025-12-312026-01-23 CSX CSX CORP19.5K shares0.00%2025-12-312026-01-23 SCHG SCHWAB STRATEGIC TR21.4K shares-2.17%2025-12-312026-01-23 VPL VANGUARD INTL EQUITY INDEX F7.7K shares116.28%2025-12-312026-01-23 EPD ENTERPRISE PRODS PARTNERS L21.4K shares0.95%2025-12-312026-01-23 LQD ISHARES TR6.2K shares-0.45%2025-12-312026-01-23 DJP BARCLAYS BANK PLC17.6K shares0.00%2025-12-312026-01-23 VUSB VANGUARD BD INDEX FDS13.1K shares10.95%2025-12-312026-01-23 TLH ISHARES TR6.4K shares1.43%2025-12-312026-01-23 IGF ISHARES TR10.0K shares4.38%2025-12-312026-01-23 IYH ISHARES TR9.4K shares0.01%2025-12-312026-01-23 XLE SELECT SECTOR SPDR TR13.6K shares90.05%2025-12-312026-01-23 VYMI VANGUARD WHITEHALL FDS6.5K shares0.93%2025-12-312026-01-23 SUB ISHARES TR5.5K shares2.32%2025-12-312026-01-23 PM PHILIP MORRIS INTL INC3.7K shares-13.41%2025-12-312026-01-23 SPEM SPDR INDEX SHS FDS12.5K shares0.00%2025-12-312026-01-23 IBIT ISHARES BITCOIN TRUST ETF11.6K shares-9.06%2025-12-312026-01-23 IWN ISHARES TR3.1K shares0.00%2025-12-312026-01-23 UCB UNITED CMNTY BKS BLAIRSVLE G17.9K shares0.00%2025-12-312026-01-23 SHYG ISHARES TR12.9K shares0.00%2025-12-312026-01-23 SCHP SCHWAB STRATEGIC TR20.9K shares-1.93%2025-12-312026-01-23 BROADCOM INC BROADCOM INC1.6K shares30.36%2025-12-312026-01-23 EEMV ISHARES INC8.3K shares0.11%2025-12-312026-01-23 JETS ETF SER SOLUTIONS18.1K shares0.16%2025-12-312026-01-23 IYC ISHARES TR4.9K shares0.00%2025-12-312026-01-23 SQM SOCIEDAD QUIMICA Y MINERA DE7.3K shares0.00%2025-12-312026-01-23 TFC TRUIST FINL CORP9.9K shares-1.88%2025-12-312026-01-23 HYG ISHARES TR6.0K shares0.00%2025-12-312026-01-23 XT ISHARES TR6.9K shares0.01%2025-12-312026-01-23 IXJ ISHARES TR4.9K shares0.04%2025-12-312026-01-23 IYK ISHARES TR6.9K shares0.13%2025-12-312026-01-23 VHT VANGUARD WORLD FD1.6K shares0.25%2025-12-312026-01-23 EQT CORP EQT CORP8.6K shares0.00%2025-12-312026-01-23 IWF ISHARES TR936 shares0.00%2025-12-312026-01-23 XLF SELECT SECTOR SPDR TR8.1K shares6.59%2025-12-312026-01-23 RY ROYAL BK CDA2.5K shares0.00%2025-12-312026-01-23 V VISA INC1.2K shares0.00%2025-12-312026-01-23 VZ VERIZON COMMUNICATIONS INC10.2K shares-1.47%2025-12-312026-01-23 ABT ABBOTT LABS3.3K shares-5.09%2025-12-312026-01-23 CSCO CISCO SYS INC5.2K shares-4.53%2025-12-312026-01-23 AZN ASTRAZENECA PLC4.3K shares0.00%2025-12-312026-01-23 SCHV SCHWAB STRATEGIC TR13.3K shares0.00%2025-12-312026-01-23 JPST J P MORGAN EXCHANGE TRADED F7.5K shares0.52%2025-12-312026-01-23 SO SOUTHERN CO4.3K shares27.22%2025-12-312026-01-23 INDY ISHARES TR7.5K sharesnew addition2025-12-312026-01-23 IYM ISHARES TR2.4K shares0.00%2025-12-312026-01-23 IWO ISHARES TR1.1K shares0.00%2025-12-312026-01-23 IBDT ISHARES TR14.1K shares2.89%2025-12-312026-01-23 XLK SELECT SECTOR SPDR TR2.5K shares100.00%2025-12-312026-01-23 XLV SELECT SECTOR SPDR TR2.3K shares0.53%2025-12-312026-01-23 IYJ ISHARES TR2.4K shares-5.58%2025-12-312026-01-23 T AT&T INC14.0K shares0.08%2025-12-312026-01-23 IWS ISHARES TR2.4K shares4.54%2025-12-312026-01-23 ADM ARCHER DANIELS MIDLAND CO5.9K shares0.00%2025-12-312026-01-23 TJX TJX COS INC NEW2.2K shares35.38%2025-12-312026-01-23 PFXF VANECK ETF TRUST18.6K shares2.63%2025-12-312026-01-23 LOW LOWES COS INC1.4K shares-1.88%2025-12-312026-01-23 IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.00%2025-12-312026-01-23 SHV ISHARES TR2.9K shares-4.89%2025-12-312026-01-23 NFLX NETFLIX INC3.4K shares900.00%2025-12-312026-01-23 META META PLATFORMS INC480 shares0.00%2025-12-312026-01-23 CRS CARPENTER TECHNOLOGY CORP1.0K shares0.00%2025-12-312026-01-23 LOB LIVE OAK BANCSHARES INC9.0K shares0.00%2025-12-312026-01-23 ACWV ISHARES INC2.6K shares0.00%2025-12-312026-01-23 BMY BRISTOL-MYERS SQUIBB CO5.6K shares-0.27%2025-12-312026-01-23 FDN FIRST TR EXCHANGE-TRADED FD1.1K shares1.37%2025-12-312026-01-23 IJJ ISHARES TR2.2K shares0.00%2025-12-312026-01-23 CVX CHEVRON CORP NEW1.9K shares-8.35%2025-12-312026-01-23 UPS UNITED PARCEL SERVICE INC2.9K shares-9.91%2025-12-312026-01-23 IEI ISHARES TR2.4K shares0.00%2025-12-312026-01-23 VBK VANGUARD INDEX FDS933 shares0.00%2025-12-312026-01-23 EMHY ISHARES INC6.9K sharesnew addition2025-12-312026-01-23 FNDA SCHWAB STRATEGIC TR8.6K shares-12.15%2025-12-312026-01-23 RXI ISHARES TR1.3K shares0.08%2025-12-312026-01-23 NXPI NXP SEMICONDUCTORS N V1.2K shares-0.33%2025-12-312026-01-23 FALN ISHARES TR9.7K sharesnew addition2025-12-312026-01-23 ALPHABET INC ALPHABET INC800 sharesnew addition2025-12-312026-01-23 MA MASTERCARD INCORPORATED437 shares0.00%2025-12-312026-01-23 IXUS ISHARES TR2.9K shares0.00%2025-12-312026-01-23 MO ALTRIA GROUP INC4.3K shares-28.54%2025-12-312026-01-23 IFRA ISHARES TR4.6K shares0.04%2025-12-312026-01-23 IWD ISHARES TR1.1K shares0.00%2025-12-312026-01-23 BAC BANK AMERICA CORP4.3K shares0.05%2025-12-312026-01-23 HSY HERSHEY CO1.3K shares0.00%2025-12-312026-01-23 ESGU ISHARES TR1.6K shares-4.60%2025-12-312026-01-23 IJK ISHARES TR2.4K shares0.00%2025-12-312026-01-23 AIA ISHARES TR2.3K shares0.00%2025-12-312026-01-23 GNR SPDR INDEX SHS FDS3.6K shares-18.90%2025-12-312026-01-23 ISTB ISHARES TR4.6K shares2.26%2025-12-312026-01-23 MXI ISHARES TR2.3K shares0.00%2025-12-312026-01-23 MKL MARKEL GROUP INC102 sharesnew addition2025-12-312026-01-23 VSGX VANGUARD WORLD FD3.1K sharesnew addition2025-12-312026-01-23 BKMC BNY MELLON ETF TRUST2.0K shares0.00%2025-12-312026-01-23 XEL XCEL ENERGY INC2.9K shares-9.95%2025-12-312026-01-23 GE AEROSPACE GE AEROSPACE702 shares0.00%2025-12-312026-01-23 PLTR PALANTIR TECHNOLOGIES INC1.2K shares0.50%2025-12-312026-01-23 DIS DISNEY WALT CO1.9K shares0.00%2025-12-312026-01-23 PFE PFIZER INC8.5K shares-39.81%2025-12-312026-01-23 IGV ISHARES TR2.0K shares-18.18%2025-12-312026-01-23 MPC MARATHON PETE CORP1.2K shares0.00%2025-12-312026-01-23 DCI DONALDSON INC2.3K sharesnew addition2025-12-312026-01-23 PGX INVESCO EXCH TRADED FD TR II16.0K shares-41.03%2025-12-312026-01-23 WEST WESTROCK COFFEE CO12.1K shares0.00%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available