Patriot Investment Management Group, Inc.
CIK:0001773830
Investment Adviser
$2B AUM
242 holdings
Knoxville, TN, USA
Patriot Investment Management Group, Inc. is an SEC Registered Investment Advisory Firm providing professional wealth management services to individuals, corporations, foundations, and institutions.
Investment Strategy
Varied investment planning services including stocks, ETFs, mutual funds, and bonds
Top Buys
V
VTIVANGUARD INDEX FDS+$36.3M
B
BNDVANGUARD BD INDEX FDS+$5.9M
V
VEAVANGUARD TAX-MANAGED FDS+$5.4M
V
VWOVANGUARD INTL EQUITY INDEX F+$5.2M
S
SPSMSPDR SERIES TRUST+$4.3M
Top Sells
E
ESGVVANGUARD WORLD FD-$2.2M
V
VDCVANGUARD WORLD FD-$655.3K
V
VSGXVANGUARD WORLD FD-$454.3K
P
PNFPPINNACLE FINL PARTNERS INC-$423.6K
S
SSOPROSHARES TR-$420.6K
Top Holdings
V
VTIVANGUARD INDEX FDS+31.3%$480.0M
B
BNDVANGUARD BD INDEX FDS+8.3%$126.8M
V
VEAVANGUARD TAX-MANAGED FDS+5.3%$81.0M
V
VCITVANGUARD SCOTTSDALE FDS+4.3%$65.2M
V
VEUVANGUARD INTL EQUITY INDEX F+3.9%$60.4M
Equity Positions (242)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 31.31% | $480.0M | 1,462,759 | $190.95 | $328.17 | +$36.3M |
B BND | VANGUARD BD INDEX FDS | 8.27% | $126.8M | 1,705,220 | $80.06 | $74.37 | +$5.9M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.28% | $81.0M | 1,351,580 | $43.42 | $59.92 | +$5.4M |
V VCIT | VANGUARD SCOTTSDALE FDS | 4.26% | $65.2M | 775,555 | $88.28 | $84.11 | +$2.9M |
V VEU | VANGUARD INTL EQUITY INDEX F | 3.94% | $60.4M | 846,486 | $57.02 | $71.37 | +$2.1M |
Industry Allocation
ELECTRONIC COMPUTERS
+0.6%
SERVICES-PREPACKAGED SOFTWARE
+0.6%
SEMICONDUCTORS & RELATED DEVICES
+0.5%
PHARMACEUTICAL PREPARATIONS
+0.4%
NATIONAL COMMERCIAL BANKS
+0.4%