Patriot-Investment-Management-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ "VSGX", "DJP", null, "GDX", null, null, null, "FNDA", null, "ABT", "ABBV", null, null, "GOOGL", "VDE", null, "SCHH", "T", "CAT", "LOW", null, null, "DUK", null, null, "WEST", "HD", "AZN", "MCD", null, null, null, "MUB", "META", null, null, null, "IVW", "IJH", null, null, null, null, "IWS", null, null, null, "MSFT", "MDLZ", "EQT", null, "HSY", "IJR", "IWD", "VHT", null, null, "EEM", null, "IWF", null, null, "PEP", null, "VGSH", "IEMG", null, null, "IVV", null, null, null, null, "AAPL", "SPY", "EFAV", null, null, null, "NVDA", "INTC", "PFE", "PG", "MRK", "VZ", null, "AMGN", null, null, null, "IEFA", "RY", "SCHX", null, "RTX", "SPDW", "GLD", null, null, null, "IBM", "UPS", "VNQ", "VO", "PNFP", "VSEC", "VXF", "VV", "VOE", "ACWV", null, "VWO", "JBL", "VSS", null, null, null, "LOB", "VCIT", "VIG", null, "SMBK", "IWO", "IWN", null, null, null, null, "VYM", "ALB", "SDY", "TAP", "IWR", null, null, null, "AMZN", "SCHB", null, null, "IVE", null, null, null, "UCB", null, "VEU", "VPL", "VGT", "ESGV", "VUG", "VEA", "VYMI", null, null, null, "VXUS", "BNDX", "VTEB", "BND", "VBR", "VOT", "BSV", "VT", "VB", "VOO", "VUSB", null, "VTV", "V", "WMT", null, null, null, "SCHD", "DVY", "SCHG", null, "SCHF", "SCHA", null, "NXPI", "SO", null, null, "IXUS", null, null, "DGRO", null, null, "ESGU", null, null, "BRK-A", "BMY", "CVX", "CSCO", "KO", "CMCSA", "COST", "CSX", "DE", "RSP", "IJT", null, "IJJ", "EFA", "ADI", "MCO", "USMV", "QQQ", "IWM", "EPD", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", null, "MO", "XLK", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-16
- Total Holdings
- 226
- Total Value
- 1331499000
- Accession Number
- 0001085146-25-002125
- Form Type
- 13F-HR
- Manager Name
- Patriot-Investment-Management-Group
Data Enrichment
62% identified140 identified86 unidentified
Holdings
226 positions
Manager:
Search and click to pin securities to the top
Page 5 of 12
464288281
Shares:14.9K
Value:$1.4M
464287721
Shares:9.6K
Value:$1.3M
464288620
Shares:25.1K
Value:$1.3M
464287556
Shares:9.9K
Value:$1.3M
464287176
Shares:11.3K
Value:$1.3M
81369Y886
Shares:15.5K
Value:$1.2M
464287291
Shares:15.2K
Value:$1.1M
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 7.0K | QoQ 0.00% (-0)YoY -3.57% (-259) | All Managers (Combined) | $1.4M | ||
(cusip464288281)✕ | 14.9K | All Managers (Combined) | $1.4M | ||
| 8.4K | QoQ 0.00% (-0) | All Managers (Combined) | $1.4M | ||
| 10.4K | QoQ -1.02% (-108)YoY +0.30% (-32) | All Managers (Combined) | $1.3M | ||
(cusip464287721)✕ | 9.6K | QoQ 0.00% (-0)YoY -1.23% (-120) | All Managers (Combined) | $1.3M | |
DEERE & CO(DEcusip244199105) | 2.9K | QoQ -0.34% (-10) | All Managers (Combined) | $1.3M | |
| 8.2K | QoQ -3.12% (-265)YoY -0.89% (-74) | All Managers (Combined) | $1.3M | ||
| 7.6K | QoQ +0.01% (+1)YoY -3.59% (-283) | All Managers (Combined) | $1.3M | ||
(cusip464288620)✕ | 25.1K | QoQ +0.57% (+144)YoY +0.73% (+184) | All Managers (Combined) | $1.3M | |
| 11.0K | QoQ -0.29% (-32)YoY -1.91% (-215) | All Managers (Combined) | $1.3M | ||
(cusip464287556)✕ | 9.9K | QoQ -1.92% (-195)YoY -4.20% (-435) | All Managers (Combined) | $1.3M | |
(cusip464287176)✕ | 11.3K | QoQ -2.56% (-298)YoY -7.20% (-879) | All Managers (Combined) | $1.3M | |
| 9.1K | QoQ +0.02% (+2)YoY -0.14% (-13) | All Managers (Combined) | $1.2M | ||
(cusip81369Y886)✕ | 15.5K | QoQ 0.00% (+0) | All Managers (Combined) | $1.2M | |
Tesla, Inc.(TSLAcusip88160R101) | 4.6K | All Managers (Combined) | $1.2M | ||
Walmart Inc.(WMTcusip931142103) | 13.4K | All Managers (Combined) | $1.2M | ||
ELI LILLY & Co(LLYcusip532457108) | 1.4K | QoQ -0.92% (-13)YoY -9.74% (-151) | All Managers (Combined) | $1.2M | |
(cusip464287291)✕ | 15.2K | All Managers (Combined) | $1.1M | ||
| 13.5K | All Managers (Combined) | $1.1M | |||
| 3.1K | QoQ -8.50% (-287)YoY -2.86% (-91) | All Managers (Combined) | $1.1M |