Patriot Investment Management

Latest statistics and disclosures from Patriot Investment Management's latest quarterly 13F-HR filing:

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Portfolio Holdings for Patriot Investment Management

Companies in the Patriot Investment Management portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Total Stk Mkt (VTI) 22.3 $257M +3% 1.1M 227.67
Vanguard Total Bond Total Bnd Mrkt (BND) 7.5 $87M +3% 1.1M 79.54
Vanguard Intermediate Int-term Corp (VCIT) 4.7 $54M 625k 86.04
Vanguard Ftse Developed Ftse Dev Mkt Etf (VEA) 3.7 $43M +5% 891k 48.03
Vanguard Ftse All World Allwrld Ex Us (VEU) 3.5 $40M 695k 57.59
Vanguard Short Term Cor Shrt Trm Corp Bd (VCSH) 3.3 $38M +3% 481k 78.09
Vanguard Ftse Emerging Ftse Emr Mkt Etf (VWO) 3.0 $34M +4% 742k 46.13
Schwab Us Broad Market Us Brd Mkt Etf (SCHB) 2.7 $31M +98% 576k 53.39
Vanguard S&p Small Cap Smllcp 600 Idx (VIOO) 2.4 $28M +3% 139k 198.03
Vanguard Small Cap Etf Small Cp Etf (VB) 2.3 $27M +3% 125k 212.52
Vanguard Real Estate Real Estate Etf (VNQ) 1.8 $21M +4% 190k 108.37
Vanguard Utilities Etf Utilities Etf (VPU) 1.8 $21M +5% 127k 161.81
Vanguard Mid Cap Etf Mid Cap Etf (VO) 1.7 $19M 81k 237.83
Vanguard Consumer Consum Stp Etf (VDC) 1.6 $18M +5% 92k 195.91

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Schwab International Intl Eqty Etf (SCHF) 1.3 $16M +5% 422k 36.72
Schwab Us Aggregate Bond Us Aggregate B (SCHZ) 1.3 $15M +8% 295k 50.57
Vanguard Dividend Div App Etf (VIG) 1.2 $14M +4% 86k 162.16
Charles Schwab Us Mc Us Mid-cap Etf (SCHM) 1.2 $14M +5% 184k 75.86
Apple (AAPL) 1.2 $14M +2% 78k 174.61
Vanguard High Dividend High Div Yld (VYM) 1.1 $12M +6% 109k 112.25
Ishares Core S&p 500 Core S&p500 Etf (IVV) 0.9 $11M 23k 453.68
Vanguard Total Total Int Bd Etf (BNDX) 0.9 $10M +6% 195k 52.44
Schwab Us Small Cap Etf Us Sml Cap Etf (SCHA) 0.9 $10M +102% 211k 47.36
Vanguard Short Term Short Term Treas (VGSH) 0.7 $8.6M 145k 59.26
Ishares Core Msci Eafe Core Msci Eafe (IEFA) 0.7 $8.3M +19% 120k 69.50
Berkshire Hathaway Cl B New (BRK.B) 0.7 $8.1M 23k 352.91
Ishares National Muni National Mun Etf (MUB) 0.7 $7.8M 71k 109.63
Schwab Us Dividend Us Dividend Eq (SCHD) 0.7 $7.6M +2% 96k 78.88
Schwab Emerging Markets Emrg Mkteq Etf (SCHE) 0.6 $7.5M +2% 270k 27.77
Tesla Motors (TSLA) 0.6 $7.4M 6.9k 1077.58
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX) 0.6 $7.0M +107% 129k 53.84
Spdr S&p 500 Etf Tr Unit (SPY) 0.6 $6.6M 15k 451.62
NVIDIA Corporation (NVDA) 0.5 $5.8M -4% 21k 272.85
Microsoft Corporation (MSFT) 0.5 $5.7M 19k 308.28
Ishares Core Msci Core Msci Emkt (IEMG) 0.5 $5.4M +14% 97k 55.55
Vanguard Emerging Markt Emerg Mkt Bd Etf (VWOB) 0.5 $5.3M +8% 76k 69.85
Vanguard Large Cap Etf Large Cap Etf (VV) 0.5 $5.3M 25k 208.47
Ishares S&p 500 Growth S&p 500 Grwt Etf (IVW) 0.4 $5.0M 66k 76.37
Schwab Internatnal Small Intl Sceqt Etf (SCHC) 0.4 $4.7M +6% 124k 37.96
Ishares Core Us Core Us Aggbd Et (AGG) 0.4 $4.5M 42k 107.10
Amazon (AMZN) 0.4 $4.5M +2% 1.4k 3259.71
Invesco Qqq Trust Unit Ser 1 (QQQ) 0.4 $4.3M +2% 12k 362.54
Spdr Short Term Portfolio Short (SPSB) 0.3 $3.9M -24% 131k 30.13
Vanguard Short-term Bond Short Trm Bond (BSV) 0.3 $3.9M -11% 50k 77.88
Johnson & Johnson (JNJ) 0.3 $3.8M +15% 22k 177.21
Vgrd Ftse All Wrld Ex Us Ftse Smcap Etf (VSS) 0.3 $3.5M +3% 28k 123.86
Ishares Tips Bond Etf Tips Bd Etf (TIP) 0.3 $3.3M +12% 26k 124.54
Deere & Company (DE) 0.3 $3.0M 7.3k 415.43
Invsc Solar Etf Solar Etf (TAN) 0.2 $2.8M 37k 75.44
Ishares Preferred Income Pfd And Incm Sec (PFF) 0.2 $2.8M +2% 76k 36.42
Ishares Gold Etf Ishares New (IAU) 0.2 $2.7M 74k 36.83
Vanguard Information Inf Tech Etf (VGT) 0.2 $2.7M 6.5k 416.46
Ishares 1-3 Year Treasry 1 3 Yr Treas Bd (SHY) 0.2 $2.7M -15% 32k 83.35
Exxon Mobil Corporation (XOM) 0.2 $2.6M -3% 32k 82.58
United Parcel Srvc CL B (UPS) 0.2 $2.6M -3% 12k 214.42
Vanguard Mid Cap Growth Mcap Gr Idxvip (VOT) 0.2 $2.4M 11k 222.78
Ishares Core S&p Small Core S&p Scp Etf (IJR) 0.2 $2.4M +3% 23k 107.87
Charles Schwab Us Reit Us Reit Etf (SCHH) 0.2 $2.4M +97% 98k 24.88
Amgen (AMGN) 0.2 $2.4M 9.8k 241.78
Ishares Msci Emerging Msci Emg Mkt Etf (EEM) 0.2 $2.4M -3% 53k 45.15
Vanguard Small Cap Value Sm Cp Val Etf (VBR) 0.2 $2.3M 13k 175.93
Albemarle Corporation (ALB) 0.2 $2.3M 11k 221.17
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.2 $2.3M +28% 5.6k 415.02
Ishares Core Msci Intrl Core Msci Intl (IDEV) 0.2 $2.3M 36k 63.63
Verizon Communications (VZ) 0.2 $2.3M +5% 45k 50.92
Ishares Select Dividend Select Divid Etf (DVY) 0.2 $2.2M +15% 17k 128.09
Invesco Preferred Etf Pfd Etf (PGX) 0.2 $2.1M -2% 158k 13.57
Pinnacle Financial Partners (PNFP) 0.2 $2.1M 23k 92.05
Ishares Msci Usa Min Vol Msci Usa Min Vol (USMV) 0.2 $2.0M +3% 26k 77.56
Bristol Myers Squibb (BMY) 0.2 $2.0M -2% 27k 73.01
Pfizer (PFE) 0.2 $1.9M +4% 38k 51.76
Invsc S P 500 Equal S&p500 Eql Wgt (RSP) 0.2 $1.9M 12k 157.66
Ishares Iboxx Invt Grade Iboxx Inv Cp Etf (LQD) 0.2 $1.9M -5% 16k 120.90
Merck & Co (MRK) 0.2 $1.9M +5% 23k 82.05
Jpmorgan Ultra Short Ultra Shrt Inc (JPST) 0.2 $1.9M +18% 37k 50.25
Global X Mlp & Energy Glb X Mlp Enrg I (MLPX) 0.2 $1.9M -9% 44k 42.70
Home Depot (HD) 0.2 $1.9M 6.2k 299.21
Intel Corporation (INTC) 0.2 $1.8M 37k 49.55
Ishares Total Usd Bond Core Total Usd (IUSB) 0.2 $1.8M -21% 36k 49.62
Schwab Us Tips Etf Us Tips Etf (SCHP) 0.2 $1.7M 29k 60.70
Ishares Core Dividend Core Div Grwth (DGRO) 0.1 $1.7M 32k 53.40
Ishares Core High Core High Dv Etf (HDV) 0.1 $1.6M +2% 15k 106.89
Ishares Biotechnology Ishares Biotech (IBB) 0.1 $1.6M 12k 130.30
Raytheon Technologies Corp (RTX) 0.1 $1.6M 16k 99.01
Ishares Msci Eafe Etf Msci Eafe Etf (EFA) 0.1 $1.5M +2% 21k 73.58
Ishares S&p 500 Value S&p 500 Val Etf (IVE) 0.1 $1.5M 9.9k 155.70
JPMorgan Chase & Co. (JPM) 0.1 $1.5M +100% 11k 136.29
Analog Devices (ADI) 0.1 $1.5M -2% 9.1k 165.12
Ishares Us Healthcare Us Hlthcare Etf (IYH) 0.1 $1.5M 5.1k 288.65
Schwab Intermediate Term Intrm Trm Tres (SCHR) 0.1 $1.5M 27k 53.24
Procter & Gamble Company (PG) 0.1 $1.4M +12% 9.3k 152.76
Molson Coors Beverage Cl CL B (TAP) 0.1 $1.4M 27k 53.35
Ishares Iboxx High Yield Iboxx Hi Yd Etf (HYG) 0.1 $1.4M +25% 17k 82.25
Ishares Total Us Core S&p Ttl Stk (ITOT) 0.1 $1.4M +3% 14k 100.93
Ishares Russell 2000 Russell 2000 Etf (IWM) 0.1 $1.4M 6.8k 205.22
Ishares Brd Usd Inv Grd Usd Inv Grde Etf (USIG) 0.1 $1.3M 25k 55.04
Skyworks Solutions (SWKS) 0.1 $1.3M 10k 133.25
Vanguard Total Vg Tl Intl Stk F (VXUS) 0.1 $1.3M +8% 22k 59.72
Spdr S&p Dividend Etf S&p Divid Etf (SDY) 0.1 $1.2M +12% 9.7k 128.06
Vanguard Total World Tt Wrld St Etf (VT) 0.1 $1.2M 12k 101.24
Ishares Core S&p Mid Cap Core S&p Mcp Etf (IJH) 0.1 $1.2M 4.6k 268.14
Vanguard Energy Etf Energy Etf (VDE) 0.1 $1.2M -10% 11k 107.01
Ishares S&p Smll Cap 600 S&P SML 600 GWT (IJT) 0.1 $1.2M 9.6k 125.05
Nxp Semiconductors N V (NXPI) 0.1 $1.2M 6.5k 184.93
Ishares Trt Is 5-10 Inv Ishs 5-10yr Invt (IGIB) 0.1 $1.2M +6% 21k 54.86
Ishares Russell Mid Cap Rus Mid Cap Etf (IWR) 0.1 $1.1M +6% 15k 78.03
Ishares Global Consumer Glb Cnsm Stp Etf (KXI) 0.1 $1.1M 18k 62.07
Ishares Global Tech Etf Global Tech Etf (IXN) 0.1 $1.1M 19k 57.98
Ishares S&p Small Cap Sp Smcp600vl Etf (IJS) 0.1 $1.1M 11k 102.34
Vanguard Value Etf Value Etf (VTV) 0.1 $1.1M +18% 7.3k 147.74
Caterpillar (CAT) 0.1 $1.1M +6% 4.8k 222.85
Ishares Us Technology U.s. Tech Etf (IYW) 0.1 $1.1M 10k 102.95
Wal-Mart Stores (WMT) 0.1 $1.0M +14% 6.9k 148.79
Vanguard Ftse Pacific Ftse Pacific Etf (VPL) 0.1 $991k 13k 73.99
Abbvie (ABBV) 0.1 $969k +11% 6.0k 162.07
Ishares Tr Is 1-5 Yr In Ishs 1-5yr Invs (IGSB) 0.1 $958k -38% 19k 51.71
Medtronic Plc F SHS (MDT) 0.1 $935k 8.4k 110.86
Charles Schwab Corporation (SCHW) 0.1 $935k -3% 11k 84.26
Pepsi (PEP) 0.1 $910k +43% 5.4k 167.28
Invesco S&p 500 Low S&p500 Low Vol (SPLV) 0.1 $908k 14k 67.06
Smartfinl Inc 0050 Com New (SMBK) 0.1 $893k 35k 25.56
Jabil Circuit (JBL) 0.1 $880k 14k 61.69
Ishares Us Basic U.s. Bas Mtl Etf (IYM) 0.1 $870k 5.8k 149.46
CSX Corporation (CSX) 0.1 $865k +6% 23k 37.44
Vaneck Gold Miners Etf Gold Miners Etf (GDX) 0.1 $859k 22k 38.32
Ishares Edge U.s. Fixed U.s. Fixed Incme (FIBR) 0.1 $849k 9.2k 92.57
Adobe Systems Incorporated (ADBE) 0.1 $844k 1.9k 455.23
Vanguard Growth Etf Growth Etf (VUG) 0.1 $834k -3% 2.9k 287.69
Stryker Corporation (SYK) 0.1 $817k 3.1k 267.34
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE) 0.1 $814k 5.4k 149.60
Ishares Us Aerospace Us Aer Def Etf (ITA) 0.1 $809k 7.3k 110.69
Ishares Jpmorgan Usd Mts Jpmorgan Usd Emg (EMB) 0.1 $800k -19% 8.2k 97.76
Live Oak Bancshares (LOB) 0.1 $783k -2% 15k 50.89
Schwab Short Term Us Sht Tm Us Tres (SCHO) 0.1 $779k -4% 16k 49.48
Astrazeneca Plc Iam Co F Sponsored Adr (AZN) 0.1 $772k -2% 12k 66.25
Philip Morris International (PM) 0.1 $757k +7% 8.1k 93.92
Eli Lilly & Co. (LLY) 0.1 $751k -6% 2.6k 286.10
Ishares Global Glob Indstrl Etf (EXI) 0.1 $745k -2% 6.4k 115.99
Coca-Cola Company (KO) 0.1 $740k -7% 12k 61.94
Blackrock Short Maturity Blackrock St Mat (NEAR) 0.1 $710k -7% 14k 49.53
Constellation Brand Cl A (STZ) 0.1 $704k 3.1k 230.14
Hershey Company (HSY) 0.1 $694k 3.2k 216.54
Ishares Exponential Exponential Tech (XT) 0.1 $686k 12k 58.99
Ishares Evlvd Us Invtv Inovativ Hltcr (IEIH) 0.1 $671k +24% 20k 34.24
Ishares Core Msci Europe Core Msci Euro (IEUR) 0.1 $664k +9% 12k 53.38
Ishares High Yield 0-5yr Hi Yl Cp (SHYG) 0.1 $663k 15k 43.91
Enterprise Products Partners (EPD) 0.1 $653k 25k 25.78
Sturm, Ruger & Company (RGR) 0.1 $647k 9.3k 69.56
Vanguard Intermediate Intermed Term (BIV) 0.1 $646k -6% 7.9k 81.86
Brclys Bk Ipath Bloom Djubs Cmdt Etn36 (DJP) 0.1 $640k 17k 36.86
Paypal Holdings (PYPL) 0.1 $637k 5.5k 115.65
Moody's Corporation (MCO) 0.1 $637k 1.9k 337.04
Duke Energy Corp Com New (DUK) 0.1 $636k +5% 5.7k 111.62
Proshares Long Onln Shrt Long Online Shrt (CLIX) 0.1 $629k -2% 13k 47.10
Invsc S&p Small Tech S&p Smlcp Info (PSCT) 0.1 $621k 4.5k 139.36
United Cmnty Bks Ga Cap Stk (UCBI) 0.1 $621k NEW 18k 34.77
Ishares Msci Usa Msci Usa Smcp Mn (SMMV) 0.1 $608k +9% 16k 37.14
Ishs Msci Emerg Mrkt Min Msci Emerg Mrkt (EEMV) 0.1 $602k 9.9k 61.02
Vanguard Shrt Inf Prot Strm Infproidx (VTIP) 0.1 $600k +29% 12k 51.17
Ishares Msci Usa Value Msci Usa Value (VLUE) 0.1 $596k 5.7k 104.41
Costco Wholesale Corporation (COST) 0.1 $589k +5% 1.0k 575.20
Walt Disney Company (DIS) 0.1 $587k -2% 4.3k 137.12
Alphabet Cap Stk Cl A (GOOGL) 0.1 $581k -9% 209.00 2779.90
Smartetfs Dividend Smartetfs Divid (DIVS) 0.1 $577k -2% 22k 25.86
Ishares Global Glob Hlthcre Etf (IXJ) 0.0 $570k 6.5k 87.53
Cisco Systems (CSCO) 0.0 $564k +2% 10k 55.67
Ishares Floating Rate Fltg Rate Nt Etf (FLOT) 0.0 $562k 11k 50.52
Ishares Cybersecurity Cybersecurity (IHAK) 0.0 $547k 13k 42.62
Ishares Msci Eaf Min Vol Msci Eafe Min Vl (EFAV) 0.0 $546k 7.6k 72.08
Visa Com Cl A (V) 0.0 $542k -3% 2.4k 221.59
UnitedHealth (UNH) 0.0 $542k -3% 1.1k 509.40
Ishares Russell 2000 Rus 2000 Val Etf (IWN) 0.0 $536k 3.3k 161.35
Spdr S&p Biotech Etf S&p Biotech (XBI) 0.0 $533k +7% 5.9k 89.81
Altria (MO) 0.0 $521k +30% 10k 52.23
Ishares Evolved Us Techn Technology (IETC) 0.0 $517k +15% 9.4k 55.16
Ishares Global Glb Infrastr Etf (IGF) 0.0 $497k 9.8k 50.86
Ishares U S Consumer Us Consm Staples (IYK) 0.0 $492k 2.5k 200.33
Ark Genomic Revolution Genomic Rev Etf (ARKG) 0.0 $486k NEW 11k 45.85
McDonald's Corporation (MCD) 0.0 $484k +66% 2.0k 247.19
At&t (T) 0.0 $470k +2% 20k 23.59
Block Cl A (SQ) 0.0 $439k 3.2k 135.54
Novartis Ag F Sponsored Adr (NVS) 0.0 $431k -4% 4.9k 87.74
Schwab Us Large Cap Us Lcap Gr Etf (SCHG) 0.0 $430k +106% 5.8k 74.73
Vanguard Health Care Health Car Etf (VHT) 0.0 $429k +9% 1.7k 254.00
3M Company (MMM) 0.0 $424k 2.9k 148.67
Smith & Wesson Brands (SWBI) 0.0 $418k 28k 15.10
Us Global Jets Etf Us Glb Jets (JETS) 0.0 $415k +2% 19k 21.74
Westrock (WRK) 0.0 $414k 8.8k 47.00
Ishares Semiconductor Ishares Semicdtr (SOXX) 0.0 $411k -7% 870.00 472.41
Ishares Russell 2000 Rus 2000 Grw Etf (IWO) 0.0 $396k 1.6k 255.48
Bank of America Corporation (BAC) 0.0 $395k -3% 9.6k 41.16
Ishares U S Consumer Us Consum Discre (IYC) 0.0 $391k 5.2k 74.95
Abbott Laboratories (ABT) 0.0 $389k +14% 3.3k 118.38
Spdr Gold Shares Etf Gold Shs (GLD) 0.0 $387k +15% 2.1k 180.25
Meta Platforms Cl A (FB) 0.0 $383k +28% 1.7k 222.42
Lowe's Companies (LOW) 0.0 $381k -3% 1.9k 202.12
Dow (DOW) 0.0 $378k +17% 5.9k 63.60
Vanguard Ftse Europe Ftse Europe Etf (VGK) 0.0 $372k +2% 6.0k 62.18
Southern Company (SO) 0.0 $372k -8% 5.1k 72.35
Texas Instruments Incorporated (TXN) 0.0 $367k +5% 2.0k 183.04
General Dynamics Corporation (GD) 0.0 $366k -3% 1.5k 240.79
EQT Corporation (EQT) 0.0 $358k 10k 34.33
Spdr Blackstone Senior Blackstone Senr (SRLN) 0.0 $353k +13% 7.9k 44.88
Cirrus Logic (CRUS) 0.0 $348k -11% 4.1k 84.57
Ishares Core Msci Totl Core Msci Total (IXUS) 0.0 $348k +7% 5.2k 66.54
Ishares Short Treasury Short Treas Bd (SHV) 0.0 $345k -19% 3.1k 109.98
Ishares Global Consumer Glb Cns Disc Etf (RXI) 0.0 $342k 2.2k 155.95
Chevron Corporation (CVX) 0.0 $342k NEW 2.1k 162.55
Ishares Msci India Index Msci India Etf (INDA) 0.0 $341k 7.7k 44.49
Schwab Us Large Cap Us Lcap Va Etf (SCHV) 0.0 $338k +2% 4.7k 71.28
Ishares Msci Pacific Ex Msci Pac Jp Etf (EPP) 0.0 $329k 6.7k 49.21
Ishares Msci Global Min Msci Gbl Min Vol (ACWV) 0.0 $327k 3.1k 104.57
Ishares Esg Aware Msci Esg Awr Msci Usa (ESGU) 0.0 $319k +49% 3.2k 101.21
Rbc Cad (RY) 0.0 $316k 2.9k 110.14
Netflix (NFLX) 0.0 $314k -18% 838.00 374.70
Ishares Expanded Tech Expnd Tec Sc Etf (IGM) 0.0 $311k 802.00 387.78
Ishares Us Industrials Us Industrials (IYJ) 0.0 $309k 2.9k 105.21
Ishares Core Us Reit Cre U S Reit Etf (USRT) 0.0 $308k 4.8k 64.45
Comcast Corp Cl A (CMCSA) 0.0 $302k -11% 6.5k 46.78
Truist Financial Corp equities (TFC) 0.0 $302k -2% 5.3k 56.58
Qualcomm (QCOM) 0.0 $300k 2.0k 152.67
Markel Corporation (MKL) 0.0 $292k 198.00 1474.75
Sonos (SONO) 0.0 $289k -2% 10k 28.20
Ishares Broad Usd Hg Yld Broad Usd High (USHY) 0.0 $284k 7.3k 38.77
Select Sector Health Sbi Healthcare (XLV) 0.0 $282k 2.1k 136.69
Enbridge (ENB) 0.0 $276k -16% 6.0k 46.05
Alphabet Cap Stk Cl C (GOOG) 0.0 $268k -11% 96.00 2791.67
Ishares Russell 1000 Rus 1000 Grw Etf (IWF) 0.0 $263k 949.00 277.13
Mondelez Intl Cl A (MDLZ) 0.0 $259k +22% 4.1k 62.61
Vanguard Glbal Ex Us Glb Ex Us Etf (VNQI) 0.0 $255k 4.9k 51.81
Ishares S&p Mid Cap 400 S&p Mc 400vl Etf (IJJ) 0.0 $249k 2.3k 109.60
Tractor Supply Company (TSCO) 0.0 $246k 1.1k 232.73
Ishares 0-5 Year Tips 0-5 Yr Tips Etf (STIP) 0.0 $244k NEW 2.3k 104.77
Ishares Russell Mid Cap Rus Mdcp Val Etf (IWS) 0.0 $241k +19% 2.0k 119.54
Vanguard Internatnl Hgh Intl High Etf (VYMI) 0.0 $237k 3.5k 67.37
Dominion Resources (D) 0.0 $222k NEW 2.6k 84.86
Schwab Fundamental Us Schwab Fdt Us Sc (FNDA) 0.0 $220k NEW 4.1k 53.29
Ishares Us Utilities U.s. Utilits Etf (IDU) 0.0 $220k 2.4k 90.91
Ishares Global Materials Global Mater Etf (MXI) 0.0 $216k 2.3k 93.91
Ishares India 50 Etf India 50 Etf (INDY) 0.0 $212k 4.6k 46.14
CVS Caremark Corporation (CVS) 0.0 $212k -8% 2.1k 101.05
Polaris Industries (PII) 0.0 $207k 2.0k 105.29
Graniteshares Platinum Shs Ben Int (PLTM) 0.0 $174k 18k 9.67
Wheels Up Experience I F Com Cl A (UP) 0.0 $164k 53k 3.11
Yamana Gold (AUY) 0.0 $150k 27k 5.58
Palantir Technologies In Cl A (PLTR) 0.0 $150k NEW 11k 13.68
The Necessity Retail Rei Com Class A (RTL) 0.0 $123k -11% 16k 7.85
Gamco Global Gold Ntrl R Com Sh Ben Int (GGN) 0.0 $101k 25k 4.02
Nuveen Muni Value Fund (NUV) 0.0 $95k 10k 9.50

Past Filings by Patriot Investment Management

SEC 13F filings are viewable for Patriot Investment Management going back to 2019