Patriot Investment Management Group, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Patriot Investment Management Group, Inc. reported 234 stock positions worth $1.3 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 31.0% of the portfolio, followed by Vanguard Total Bond Market (BND, 8.1%) and Vanguard Ftse Developed ETF (VEA, 4.5%). Compared with Q3 2024, it opened 7 new positions, sold out of 10, added to 83 and reduced 98. The biggest buy was iShares Bitcoin Trust ETF (IBIT, shares +760%) and the biggest sale iShares Core MSCI Dev MKTS (IDEV, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- KNOXVILLE, TN
- CIK
- 0001773830
- Portfolio Value
- $1.3B (Q4 2024)
- SEC Filing
- 0001085146-25-000347 ↗ filed Jan 21, 2025
Holdings Value
Holdings 234 stocks · $1.3B
| VTI VG Morningstar TS MKT ETF-US | 31.01% | 1,430,668 | $414.6M | Reduce -1.7% |
| BND Vanguard Total Bond Market | 8.15% | 1,514,713 | $108.9M | Add +4.8% |
| VEA Vanguard Ftse Developed ETF | 4.50% | 1,259,279 | $60.2M | Add +2.7% |
| VCIT Vanguard Int-Term Corporate | 4.37% | 728,314 | $58.5M | Add +3.6% |
| VEU Vanguard Ftse All-World Ex-U | 3.68% | 857,391 | $49.2M | Add +2.4% |
| VWO Vanguard Ftse Emerging Marke | 2.84% | 862,235 | $38.0M | Add +0.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.58% | 442,838 | $34.5M | Reduce -0.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.17% | 647,113 | $29.1M | Add +3.0% |
| SCHB Schwab US Broad Market ETF | 1.88% | 1,107,041 | $25.1M | Reduce -1.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.76% | 97,669 | $23.5M | Reduce -1.1% |
| VNQ Vanguard Real Estate ETF | 1.40% | 210,526 | $18.8M | Add +0.4% |
| AGG iShares Core U.S. Aggregate | 1.37% | 188,511 | $18.3M | Add +12.1% |
| VDC Vanguard Consumer Staple ETF | 1.28% | 81,285 | $17.2M | Reduce -1.6% |
| VPU Vanguard Utilities ETF | 1.19% | 97,028 | $15.9M | Reduce -2.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.19% | 60,025 | $15.9M | Reduce -2.9% |
| VYM Vanguard High DVD Yield ETF | 1.14% | 119,494 | $15.2M | Reduce -1.8% |
| VIG Vanguard Dividend Apprec ETF | 0.96% | 65,744 | $12.9M | Reduce -2.1% |
| VGSH Vanguard Short-Term Treasury | 0.93% | 212,910 | $12.4M | Add +4.5% |
| IVV iShares Core S&P 500 ETF | 0.88% | 19,917 | $11.7M | Reduce -5.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.81% | 222,115 | $10.9M | Add +4.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.81% | 40,153 | $10.8M | Reduce -0.4% |
| SCHF Schwab Intl Equity ETF | 0.77% | 557,051 | $10.3M | Add +1.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.74% | 191,665 | $9.9M | Reduce -1.8% |
| AAPL Apple Inc. | 0.71% | 37,841 | $9.5M | Reduce -2.9% |
| SCHM Schwab US Mid Cap ETF | 0.64% | 310,469 | $8.6M | Add +2.5% |
| SCHX Schwab US Large-Cap ETF | 0.64% | 369,931 | $8.6M | Add +2.2% |
| SCHA Schwab US Small-Cap ETF | 0.63% | 327,097 | $8.5M | Reduce -0.8% |
| IEMG iShares Core MSCI Emerging | 0.61% | 157,053 | $8.2M | Reduce -2.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.58% | 110,792 | $7.8M | Reduce -1.3% |
| ITOT iShares Core S&P Total U.S. | 0.57% | 59,068 | $7.6M | Reduce -8.8% |
| SCHD Schwab US DVD Equity ETF | 0.53% | 261,438 | $7.1M | Reduce -3.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.52% | 85,202 | $7.0M | Add +3.0% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.49% | 62,062 | $6.6M | Reduce -9.8% |
| IVW iShares S&P 500 Growth ETF | 0.46% | 60,231 | $6.1M | Add +0.7% |
| BSV Vanguard Short-Term Bond ETF | 0.43% | 74,451 | $5.8M | Reduce -4.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.41% | 107,566 | $5.5M | Add +3.1% |
| MUB iShares National Muni Bond E | 0.39% | 49,464 | $5.3M | Add +1.9% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.39% | 18,032 | $5.2M | Add +44.1% |
| NVDA Nvidia Corp. | 0.39% | 38,818 | $5.2M | Reduce -4.7% |
| IDEV iShares Core MSCI Dev MKTS | 0.38% | 79,299 | $5.1M | Reduce -36.6% |
| IBIT iShares Bitcoin Trust ETF | 0.38% | 95,115 | $5.0M | Add +759.6% |
| ESGV Vanguard ESG US Stock ETF | 0.37% | 46,556 | $4.9M | Add +5.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.35% | 94,398 | $4.7M | Reduce -12.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.35% | 176,497 | $4.7M | Add +0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 9,021 | $4.6M | Add +0.3% |
| VGT Vanguard Info Tech ETF | 0.30% | 6,394 | $4.0M | Reduce -4.8% |
| MSFT Microsoft Corp. | 0.29% | 9,101 | $3.8M | Reduce -4.2% |
| SCHZ Schwab US Aggregate Bond ETF | 0.28% | 166,222 | $3.8M | Reduce -2.8% |
| SCHC Schwab Intl Small-Cap Equity | 0.25% | 97,451 | $3.3M | Add +0.9% |
| IAU iShares Gold Trust | 0.23% | 61,197 | $3.0M | Reduce -8.3% |
| PNFP Pinnacle Financial Partners | 0.22% | 25,668 | $2.9M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.22% | 5,413 | $2.9M | Add +17.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.21% | 84,064 | $2.9M | Add +0.1% |
| MLPX Global X MLP & Energy Infras | 0.21% | 46,738 | $2.8M | Add +5.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.21% | 10,972 | $2.8M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 4,543 | $2.7M | No change |
| HD Home Depot Inc. | 0.20% | 6,741 | $2.6M | Add +0.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.20% | 29,431 | $2.6M | Add +1.2% |
| AMZN Amazon.com Inc. | 0.18% | 11,176 | $2.5M | Reduce -3.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.18% | 11,880 | $2.4M | Reduce -0.9% |
| VSS Vanguard Ftse All Wo X-US SC | 0.17% | 19,404 | $2.2M | Reduce -3.0% |
| VXF Vanguard Extended Market ETF | 0.16% | 11,065 | $2.1M | Add +0.3% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.16% | 33,209 | $2.1M | Reduce -10.7% |
| RSP Invesco S&P 500 Equal Weight | 0.15% | 11,566 | $2.0M | No change |
| SCHH Schwab US REIT ETF | 0.15% | 96,017 | $2.0M | Reduce -2.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.15% | 44,366 | $2.0M | No change |
| VCRB Vanguard Core Bond ETF | 0.15% | 26,083 | $2.0M | Add +11.8% |
| IAGG iShares Intl Aggregate Bond | 0.15% | 39,324 | $2.0M | Add +2.4% |
| IJR iShares Core S&P Small-Cap E | 0.14% | 16,817 | $1.9M | Reduce -46.1% |
| TSLA Tesla Inc. | 0.14% | 4,703 | $1.9M | Reduce -1.9% |
| IVE iShares S&P 500 Value ETF | 0.13% | 9,255 | $1.8M | No change |
| JNJ Johnson & Johnson | 0.13% | 11,753 | $1.7M | Reduce -8.1% |
| USHY iShares Broad Usd High Yield | 0.13% | 46,019 | $1.7M | Add +30.1% |
| SPSB SS SPDR P St C Corp. ETF | 0.13% | 56,678 | $1.7M | Reduce -6.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 9,775 | $1.7M | Add +3.6% |
| DVY iShares Select Dividend ETF | 0.12% | 12,603 | $1.7M | Reduce -2.9% |
| IWM iShares Russell 2000 ETF | 0.12% | 6,993 | $1.5M | Reduce -2.5% |
| IYW iShares Ustechnology ETF | 0.11% | 9,576 | $1.5M | No change |
| VXUS Vanguard Total Intl Stock | 0.11% | 25,536 | $1.5M | Add +0.7% |
| HDV iShares Core High Dividend E | 0.11% | 13,259 | $1.5M | Reduce -2.2% |
| DGRO iShares Core Dividend Growth | 0.11% | 23,478 | $1.4M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 3,373 | $1.4M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 0.10% | 5,742 | $1.4M | Add +2.1% |
| EMB iShares JP Morgan Usd Emergi | 0.10% | 15,376 | $1.4M | Add +2.3% |
| XOM Exxon Mobil Corp. | 0.10% | 12,699 | $1.4M | Reduce -7.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.10% | 8,412 | $1.4M | No change |
| IBB iShares Biotechnology ETF | 0.10% | 10,107 | $1.3M | Reduce -0.5% |
| AMGN Amgen Inc. | 0.10% | 5,016 | $1.3M | Reduce -5.5% |
| VT Vanguard Tot World STK ETF | 0.10% | 11,032 | $1.3M | Reduce -0.8% |
| IXN iShares Global Tech ETF | 0.10% | 15,287 | $1.3M | Reduce -11.8% |
| VDE Vanguard Energy ETF | 0.10% | 10,505 | $1.3M | Add +0.9% |
| PG The Procter & Gamble Co. | 0.10% | 7,591 | $1.3M | Reduce -0.1% |
| USIG iShares Broad Usd Investment | 0.09% | 24,998 | $1.3M | No change |
| XLRE SS Real Estate Select Sector | 0.09% | 30,722 | $1.2M | Add +2.9% |
| TIP iShares Tips Bond ETF | 0.09% | 11,618 | $1.2M | Reduce -5.0% |
| WMT Walmart Inc. | 0.09% | 13,634 | $1.2M | Add +2.3% |
| MRK Merck & Co. Inc. | 0.09% | 12,220 | $1.2M | Reduce -7.7% |
| DE Deere & Co. | 0.09% | 2,866 | $1.2M | Reduce -15.4% |
| TAN Invesco Solar ETF | 0.09% | 36,128 | $1.2M | Reduce -1.6% |
| SDY SS SPDR S&P Dividend ETF | 0.09% | 9,056 | $1.2M | Add +0.0% |
Portfolio Sells Q3 2024 → Q4 2024
| IDEV iShares Core MSCI Dev MKTS | Reduce -36.6% | 0.38% | −0.27 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.12 |
| IJR iShares Core S&P Small-Cap E | Reduce -46.1% | 0.14% | −0.12 |
| VPU Vanguard Utilities ETF | Reduce -2.8% | 1.19% | −0.09 |
| IEMG iShares Core MSCI Emerging | Reduce -2.9% | 0.61% | −0.07 |
| IYH iShares U.S. Healthcare ETF | Reduce -56.6% | 0.04% | −0.07 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.3% | 0.58% | −0.06 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -9.8% | 0.49% | −0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -12.1% | 0.35% | −0.05 |
| VDC Vanguard Consumer Staple ETF | Reduce -1.6% | 1.28% | −0.04 |
| IBDP iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -8.8% | 0.57% | −0.03 |
| AMGN Amgen Inc. | Reduce -5.5% | 0.10% | −0.03 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -60.0% | 0.02% | −0.03 |
| TAN Invesco Solar ETF | Reduce -1.6% | 0.09% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.4% | 0.53% | −0.03 |
| JNJ Johnson & Johnson | Reduce -8.1% | 0.13% | −0.03 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -10.7% | 0.16% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -4.8% | 0.43% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.8% | 2.58% | −0.02 |
| FALN iShares Fallen Angels ETF | Sold out | 0.00% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -7.7% | 0.09% | −0.02 |
| SYSB iShares Systematic Bond ETF | Sold out | 0.00% | −0.02 |
| SCHP Schwab U.S. Tips ETF | Reduce -20.9% | 0.07% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -8.5% | 0.08% | −0.02 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -3.0% | 0.17% | −0.02 |
| IAU iShares Gold Trust | Reduce -8.3% | 0.23% | −0.02 |
| SCHH Schwab US REIT ETF | Reduce -2.6% | 0.15% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -2.8% | 0.28% | −0.02 |
| PPA Invesco Aerospace & Defense | Sold out | 0.00% | −0.02 |
| MXI iShares Global Materials ETF | Sold out | 0.00% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -7.0% | 0.10% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -5.4% | 0.88% | −0.02 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.02 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −0.02 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -1.8% | 0.74% | −0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -28.0% | 0.04% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.1% | 0.96% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -67.2% | 0.03% | −0.01 |
| MSFT Microsoft Corp. | Reduce -4.2% | 0.29% | −0.01 |
| DE Deere & Co. | Reduce -15.4% | 0.09% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.9% | 1.19% | −0.01 |
| GNR State Street SPDR S&P Global | Reduce -30.2% | 0.02% | −0.01 |
| ADI Analog Devices Inc. | Reduce -11.8% | 0.05% | −0.01 |
| UPS United Parcel Service Class B | Reduce -14.2% | 0.04% | −0.01 |
| RTX RTX Corp. | Reduce -18.0% | 0.04% | −0.01 |
| IBB iShares Biotechnology ETF | Reduce -0.5% | 0.10% | −0.01 |
| ITA iShares U.S. Aerospace & Def | Reduce -13.7% | 0.05% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| IBIT iShares Bitcoin Trust ETF | Add +759.6% | 0.38% | +0.35 |
| MSTR Strategy Inc. | Add +44.1% | 0.39% | +0.24 |
| BND Vanguard Total Bond Market | Add +4.8% | 8.15% | +0.18 |
| AGG iShares Core U.S. Aggregate | Add +12.1% | 1.37% | +0.12 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +3.0% | 2.17% | +0.07 |
| VCIT Vanguard Int-Term Corporate | Add +3.6% | 4.37% | +0.05 |
| VGSH Vanguard Short-Term Treasury | Add +4.5% | 0.93% | +0.04 |
| SCHX Schwab US Large-Cap ETF | Add +2.2% | 0.64% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +17.0% | 0.22% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Add +0.7% | 0.46% | +0.04 |
| ESGV Vanguard ESG US Stock ETF | Add +5.7% | 0.37% | +0.04 |
| PNFP Pinnacle Financial Partners | Add +0.1% | 0.22% | +0.04 |
| MLPX Global X MLP & Energy Infras | Add +5.3% | 0.21% | +0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +4.7% | 0.81% | +0.03 |
| SSO Proshares Ultra S&P500 | New | 0.03% | +0.03 |
| USHY iShares Broad Usd High Yield | Add +30.1% | 0.13% | +0.03 |
| SCHM Schwab US Mid Cap ETF | Add +2.5% | 0.64% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 0.34% | +0.02 |
| IBDT iShares Ibonds Dec 2028 ETF | New | 0.02% | +0.02 |
| IBDR iShares Ibonds Dec 2026 Term | Add +84.7% | 0.04% | +0.02 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +88.2% | 0.04% | +0.02 |
| SHY iShares 1-3 Year Treasury Bo | Add +3.0% | 0.52% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +2.1% | 0.10% | +0.02 |
| DIS The Walt Disney Co. | New | 0.02% | +0.02 |
| IGM iShares Expanded Tech Sector | New | 0.02% | +0.02 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +38.5% | 0.05% | +0.02 |
| GOOG Alphabet Inc. Class C | New | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +2.3% | 0.09% | +0.01 |
| VCRB Vanguard Core Bond ETF | Add +11.8% | 0.15% | +0.01 |
| VTIP Vanguard Short-Term Tips | Add +23.9% | 0.06% | +0.01 |
| VXF Vanguard Extended Market ETF | Add +0.3% | 0.16% | +0.01 |
| SMMV iShares MSCI USA Small-Cap M | Add +11.8% | 0.07% | +0.01 |
| DIREXION DLY S&P 500 BEAR 3X | New | 0.01% | +0.01 |
| SUB iShares Short-Term National | Add +37.4% | 0.03% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.0% | 0.10% | +0.01 |
| MUB iShares National Muni Bond E | Add +1.9% | 0.39% | +0.01 |
| STIP iShares 0-5 Year Tips Bond E | Add +11.9% | 0.06% | +0.01 |
| JPST JPMorgan Ultra-Short Income | Add +21.2% | 0.04% | +0.01 |
| NFLX Netflix Inc. | Add +0.7% | 0.03% | +0.01 |
| MDCX Medicus Pharma Ltd. | New | 0.01% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.1% | 0.04% | +0.00 |
| EPD Enterprise Products Partners | Add +0.9% | 0.05% | +0.00 |
| T AT&T Inc. | Add +9.2% | 0.03% | +0.00 |
| MO Altria Group Inc. | Add +3.0% | 0.05% | +0.00 |
| PM Philip Morris International | Add +3.2% | 0.08% | +0.00 |
| COST Costco Wholesale Corp. | Add +0.1% | 0.06% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.6% | 0.12% | +0.00 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +3.1% | 0.41% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.4% | 0.09% | +0.00 |
| CVX Chevron Corp. | Add +7.7% | 0.02% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 240 | $1.7B | VTI, BND, VEA, VCIT, VEU |
| Q1 2026 | 236 | $1.6B | VTI, BND, VEA, VCIT, VEU |
| Q4 2025 | 243 | $1.6B | VTI, BND, VEA, VCIT, VEU |
| Q3 2025 | 242 | $1.5B | VTI, BND, VEA, VCIT, VEU |
| Q2 2025 | 244 | $1.4B | VTI, BND, VEA, VCIT, VEU |
| Q1 2025 | 226 | $1.3B | VTI, BND, VEA, VCIT, VEU |
| Q4 2024 | 234 | $1.3B | VTI, BND, VEA, VCIT, VEU |
| Q3 2024 | 237 | $1.4B | VTI, BND, VEA, VCIT, VEU |
| Q2 2024 | 237 | $1.3B | VTI, BND, VEA, VCIT, VEU |
| Q1 2024 | 243 | $1.3B | VTI, BND, VEA, VCIT, VEU |