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Patriot Investment Management Group, Inc.

Q2 2025 Holdings

Filed 2025-07-15 | 244 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR(EMB)JPMORGAN USD EMG464288281$1.3M13,7870.1%
Select Sector Spdr TR(XLRE)RL EST SEL SEC81369Y860$1.3M32,1090.1%
Vanguard Index FDS(VUG)GROWTH ETF922908736$1.4M3,0860.1%
Vanguard Intl Equity Index F(VT)TT WRLD ST ETF922042742$1.4M10,5640.1%
Vanguard World FD(VDE)ENERGY ETF92204A306$1.4M11,5430.1%
Vanguard Index FDS(VOE)MCAP VL IDXVIP922908512$1.4M8,4120.1%
Ishares TR(IXN)GLOBAL TECH ETF464287291$1.4M15,1570.1%
Walmart Inc(WMT)COM931142103$1.4M14,3500.1%
Amgen Inc(AMGN)COM031162100$1.4M5,0690.1%
Deere & Co(DE)COM244199105$1.4M2,7860.1%
Tesla Inc(TSLA)COM88160R101$1.4M4,5170.1%
Barings Corporate Invs(MCI)COM06759X107$1.5M68,1000.1%
Ishares TR(DGRO)CORE DIV GRWTH46434V621$1.5M23,4780.1%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$1.5M6,9930.1%
Ishares TR(HDV)CORE HIGH DV ETF46429B663$1.6M13,2590.1%
Vanguard Index FDS(VXF)EXTEND MKT ETF922908652$1.6M8,0840.1%
Ishares TR(DVY)SELECT DIVID ETF464287168$1.6M12,0720.1%
Spdr Series Trust(SPSB)PORTFOLIO SHORT78464A474$1.6M54,5340.1%
Vanguard Index FDS(VTV)VALUE ETF922908744$1.7M9,3560.1%
Ishares TR(IYW)U.S. TECH ETF464287721$1.7M9,5760.1%
Johnson & Johnson(JNJ)COM478160104$1.7M11,0060.1%
Exxon Mobil Corp(XOM)COM30231G102$1.7M15,9960.1%
Ishares TR(USHY)BROAD USD HIGH46435U853$1.8M47,5040.1%
JPMorgan Chase & Co.(JPM)COM46625H100$1.8M6,1970.1%
Ishares TR(IVE)S&P 500 VAL ETF464287408$1.8M9,2370.1%
Ishares TR(IJR)CORE S&P SCP ETF464287804$1.8M16,8240.1%
Schwab Strategic TR(SCHH)US REIT ETF808524847$1.9M90,3680.1%
Invesco Exchange Traded FD T(RSP)S&P500 EQL WGT46137V357$2.0M11,1250.1%
Ishares TR(IUSB)CORE TOTAL USD46434V613$2.0M43,9510.1%
Vanguard Malvern FDS(VCRB)CORE BD ETF922020748$2.1M27,3930.1%
Vanguard Whitehall FDS(VWOB)EM MK GOV BD ETF921946885$2.2M33,0040.1%
Ishares TR(IAGG)CORE INTL AGGR46435G672$2.2M42,7250.2%
Vanguard Index FDS(VBR)SM CP VAL ETF922908611$2.4M12,1620.2%
Home Depot Inc(HD)COM437076102$2.4M6,5740.2%
Amazon COM Inc(AMZN)COM023135106$2.4M11,0220.2%
Vanguard Intl Equity Index F(VSS)FTSE SMCAP ETF922042718$2.6M19,2770.2%
Ishares TR(USMV)MSCI USA MIN VOL46429B697$2.8M29,4610.2%
Vanguard Star FDS(VXUS)VG TL INTL STK F921909768$2.8M40,3090.2%
Pinnacle Finl Partners IncCOM72346Q104$2.8M25,7480.2%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$2.9M4,6580.2%
Global X FDS(MLPX)GLB X MLP ENRG I37954Y293$3.0M47,2900.2%
Vanguard Index FDS(VOT)MCAP GR IDXVIP922908538$3.1M10,9720.2%
Spdr Index SHS FDS(SPDW)PORTFOLIO DEVLPD78463X889$3.4M84,2060.2%
Schwab Strategic TR(SCHZ)US AGGREGATE B808524839$3.5M148,6880.2%
Ishares Gold TR(IAU)ISHARES NEW464285204$3.8M61,1970.3%
Schwab Strategic TR(SCHC)INTL SCEQT ETF808524888$3.8M89,8100.3%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$4.0M7,1080.3%
Vanguard World FD(VGT)INF TECH ETF92204A702$4.1M6,1240.3%
Berkshire Hathaway Inc del(BRK/A)CL A084670108$4.4M60.3%
Microsoft Corp(MSFT)COM594918104$4.7M9,5110.3%
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