PATRIOT INVESTMENT MANAGEMENT GROUP, INC. Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$1.3T
Holdings
226
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (226 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 1,444,787 | $397.1B | 29.82% | |
| 2 | BNDVANGUARD BD INDEX FDS | 1,608,109 | $118.1B | 8.87% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 1,308,260 | $66.5B | 4.99% | |
| 4 | VCITVANGUARD SCOTTSDALE FDS | 749,715 | $61.3B | 4.60% | |
| 5 | VEUVANGUARD INTL EQUITY INDEX F | 871,189 | $52.8B | 3.97% | |
| 6 | VWOVANGUARD INTL EQUITY INDEX F | 885,367 | $40.1B | 3.01% | |
| 7 | VCSHVANGUARD SCOTTSDALE FDS | 455,197 | $35.9B | 2.70% | |
| 8 | SPSMSPDR SER TR | 686,735 | $28.0B | 2.10% | |
| 9 | SCHBSCHWAB STRATEGIC TR | 1,062,691 | $22.9B | 1.72% | |
| 10 | VBVANGUARD INDEX FDS | 98,396 | $21.8B | 1.64% | |
| 11 | VNQVANGUARD INDEX FDS | 219,116 | $19.8B | 1.49% | |
| 12 | AGGISHARES TR | 193,703 | $19.2B | 1.44% | |
| 13 | VDCVANGUARD WORLD FD | 80,244 | $17.6B | 1.32% | |
| 14 | VPUVANGUARD WORLD FD | 94,879 | $16.2B | 1.22% | |
| 15 | VYMVANGUARD WHITEHALL FDS | 117,653 | $15.2B | 1.14% | |
| 16 | VOVANGUARD INDEX FDS | 58,513 | $15.1B | 1.14% | |
| 17 | VGSHVANGUARD SCOTTSDALE FDS | 230,636 | $13.5B | 1.02% | |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 65,879 | $12.8B | 0.96% | |
| 19 | BNDXVANGUARD CHARLOTTE FDS | 236,808 | $11.6B | 0.87% | |
| 20 | IVVISHARES TR | 19,496 | $11.0B | 0.82% | |
| 21 | SCHFSCHWAB STRATEGIC TR | 533,574 | $10.6B | 0.79% | |
| 22 | IGSBISHARES TR | 197,017 | $10.3B | 0.77% | |
| 23 | VVVANGUARD INDEX FDS | 38,012 | $9.8B | 0.73% | |
| 24 | IEMGISHARES INC | 165,513 | $8.9B | 0.67% | |
| 25 | ITOTISHARES TR | 70,718 | $8.6B | 0.65% | |
| 26 | AQLTISHARES TR | 111,262 | $8.4B | 0.63% | |
| 27 | AAPLAPPLE INC | 37,489 | $8.3B | 0.63% | |
| 28 | SCHMSCHWAB STRATEGIC TR | 315,823 | $8.3B | 0.62% | |
| 29 | SCHXSCHWAB STRATEGIC TR | 367,537 | $8.1B | 0.61% | |
| 30 | SCHASCHWAB STRATEGIC TR | 319,300 | $7.5B | 0.56% | |
| 31 | SCHDSCHWAB STRATEGIC TR | 266,534 | $7.5B | 0.56% | |
| 32 | SHYISHARES TR | 85,601 | $7.1B | 0.53% | |
| 33 | MUBISHARES TR | 59,822 | $6.3B | 0.47% | |
| 34 | IDEVISHARES TR | 89,005 | $6.1B | 0.46% | |
| 35 | BSVVANGUARD BD INDEX FDS | 77,033 | $6.0B | 0.45% | |
| 36 | IGIBISHARES TR | 111,336 | $5.8B | 0.44% | |
| 37 | IVWISHARES TR | 60,231 | $5.6B | 0.42% | |
| 38 | VIOOVANGUARD ADMIRAL FDS INC | 57,899 | $5.6B | 0.42% | |
| 39 | VTEBVANGUARD MUN BD FDS | 99,966 | $5.0B | 0.37% | |
| 40 | BRK-BBERKSHIRE HATHAWAY INC DEL | 6 | $4.8B | 0.36% | |
| 41 | ESGVVANGUARD WORLD FD | 48,182 | $4.7B | 0.35% | |
| 42 | SCHESCHWAB STRATEGIC TR | 168,308 | $4.6B | 0.35% | |
| 43 | NDQINVESCO QQQ TR | 8,876 | $4.2B | 0.31% | |
| 44 | NVDANVIDIA CORPORATION | 34,552 | $3.7B | 0.28% | |
| 45 | IAU*ISHARES GOLD TR | 61,197 | $3.6B | 0.27% | |
| 46 | MSFTMICROSOFT CORP | 9,078 | $3.4B | 0.26% | |
| 47 | SCHZSCHWAB STRATEGIC TR | 144,320 | $3.3B | 0.25% | |
| 48 | SCHCSCHWAB STRATEGIC TR | 92,949 | $3.3B | 0.25% | |
| 49 | VGTVANGUARD WORLD FD | 6,076 | $3.3B | 0.25% | |
| 50 | SPDWSPDR INDEX SHS FDS | 84,064 | $3.1B | 0.23% | |
| 51 | MLPXGLOBAL X FDS | 46,890 | $3.0B | 0.22% | |
| 52 | USMVISHARES TR | 29,456 | $2.8B | 0.21% | |
| 53 | PNFPPINNACLE FINL PARTNERS INC | 25,706 | $2.7B | 0.20% | |
| 54 | VOTVANGUARD INDEX FDS | 10,972 | $2.7B | 0.20% | |
| 55 | SPYSPDR S&P 500 ETF TR | 4,488 | $2.5B | 0.19% | |
| 56 | HDHOME DEPOT INC | 6,551 | $2.4B | 0.18% | |
| 57 | VOOVANGUARD INDEX FDS | 4,633 | $2.4B | 0.18% | |
| 58 | VBRVANGUARD INDEX FDS | 11,933 | $2.2B | 0.17% | |
| 59 | VSSVANGUARD INTL EQUITY INDEX F | 19,127 | $2.2B | 0.17% | |
| 60 | VWOBVANGUARD WHITEHALL FDS | 33,776 | $2.2B | 0.16% | |
| 61 | VCRBVANGUARD MALVERN FDS | 27,523 | $2.1B | 0.16% | |
| 62 | AMZNAMAZON COM INC | 11,149 | $2.1B | 0.16% | |
| 63 | IAGGISHARES TR | 42,248 | $2.1B | 0.16% | |
| 64 | IUSBISHARES TR | 44,376 | $2.0B | 0.15% | |
| 65 | RSPINVESCO EXCHANGE TRADED FD T | 11,560 | $2.0B | 0.15% | |
| 66 | SCHHSCHWAB STRATEGIC TR | 91,348 | $2.0B | 0.15% | |
| 67 | JNJJOHNSON & JOHNSON | 11,416 | $1.9B | 0.14% | |
| 68 | IVEISHARES TR | 9,237 | $1.8B | 0.13% | |
| 69 | USHYISHARES TR | 47,804 | $1.8B | 0.13% | |
| 70 | IJRISHARES TR | 16,745 | $1.8B | 0.13% | |
| 71 | SPSBSPDR SER TR | 55,879 | $1.7B | 0.13% | |
| 72 | AQLTISHARES TR | 12,503 | $1.7B | 0.13% | |
| 73 | VXUSVANGUARD STAR FDS | 26,677 | $1.7B | 0.12% | |
| 74 | VTVVANGUARD INDEX FDS | 9,356 | $1.6B | 0.12% | |
| 75 | HDVISHARES TR | 13,259 | $1.6B | 0.12% | |
| 76 | AMGNAMGEN INC | 5,048 | $1.6B | 0.12% | |
| 77 | XLRESELECT SECTOR SPDR TR | 36,238 | $1.5B | 0.11% | |
| 78 | XOMEXXON MOBIL CORP | 12,614 | $1.5B | 0.11% | |
| 79 | DGROISHARES TR | 23,478 | $1.5B | 0.11% | |
| 80 | JPMJPMORGAN CHASE & CO. | 5,742 | $1.4B | 0.11% | |
| 81 | IWMISHARES TR | 6,993 | $1.4B | 0.10% | |
| 82 | EMBISHARES TR | 14,920 | $1.4B | 0.10% | |
| 83 | VOEVANGUARD INDEX FDS | 8,412 | $1.4B | 0.10% | |
| 84 | VDEVANGUARD WORLD FD | 10,397 | $1.3B | 0.10% | |
| 85 | IYWISHARES TR | 9,576 | $1.3B | 0.10% | |
| 86 | DEDEERE & CO | 2,856 | $1.3B | 0.10% | |
| 87 | 4I1PHILIP MORRIS INTL INC | 8,208 | $1.3B | 0.10% | |
| 88 | PGPROCTER AND GAMBLE CO | 7,592 | $1.3B | 0.10% | |
| 89 | USIGISHARES TR | 25,142 | $1.3B | 0.10% | |
| 90 | VTVANGUARD INTL EQUITY INDEX F | 11,000 | $1.3B | 0.10% | |
| 91 | IBBISHARES TR | 9,912 | $1.3B | 0.10% | |
| 92 | TIPISHARES TR | 11,320 | $1.3B | 0.09% | |
| 93 | SDYSPDR SER TR | 9,058 | $1.2B | 0.09% | |
| 94 | XLUSELECT SECTOR SPDR TR | 15,519 | $1.2B | 0.09% | |
| 95 | TSLATESLA INC | 4,637 | $1.2B | 0.09% | |
| 96 | WMTWALMART INC | 13,431 | $1.2B | 0.09% | |
| 97 | LLYELI LILLY & CO | 1,399 | $1.2B | 0.09% | |
| 98 | IXNISHARES TR | 15,157 | $1.1B | 0.09% | |
| 99 | IWRISHARES TR | 13,484 | $1.1B | 0.09% | |
| 100 | VUGVANGUARD INDEX FDS | 3,086 | $1.1B | 0.09% |
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