Patriot Investment Management Inc. has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.33 Billion distributed in 234 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $415M, Vanguard Bd Index Fd Inc Total with a value of $109M, Vanguard Ftse Developed Market with a value of $60.2M, Vanguard Intermediate Term Cor with a value of $58.5M, and Vanguard Ftse All World Ex Us with a value of $49.2M.
Examining the 13F form we can see an decrease of $28.1M in the current position value, from $1.36B to 1.33B.
Below you can find more details about Patriot Investment Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.33 Billion
ETFs: $1.26 Billion
Technology: $26.9 Million
Financial Services: $8.02 Million
Consumer Cyclical: $7.73 Million
Healthcare: $7.71 Million
Consumer Defensive: $7.3 Million
Industrials: $4.18 Million
Energy: $2.72 Million
Other: $3.68 Million
Stock Holdings Table Market Cap. of $200 Billions or more