Patriot Investment Management

Company profile

Website

www.patriotinvestment.com

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

621548494

SEC advisor number

801-55500

FINRA CRD number

112155

AUM ?

$1.61B (as of 2 May 22)

Accounts

4,819 (as of 2 May 22)

Employees

28 (18 investment advisory or research)

Address

Patriot Investment Management
9721 COGDILL ROAD, SUITE 101
KNOXVILLE
TN 37932

Phone

8657772479

Brochures

Patriot Investment Management Group Inc Adv Brochure (7 Feb 22)

Investment data

Data from SEC filings

Top 50 of 248 long holdings End of quarter 31 Mar 22	Value	#Shares	Prev Q	Change %, QoQ
Vanguard Total Stock (TOTAL STK MKT)	$256.87M	1.13M	1.09M	+3.6
Vanguard Total Bond	$86.79M	1.09M	1.06M	+3.2
Vanguard Intermediate (INT-TERM CORP)	$53.8M	625.32K	614.43K	+1.8
Vanguard Ftse Developed	$42.78M	890.64K	840.25K	+6.0
Vanguard Ftse All World (ALLWRLD EX US)	$40.02M	694.91K	682.09K	+1.9
Vanguard Short Term Cor (SHRT TRM CORP BD)	$37.55M	480.86K	465.23K	+3.4
Vanguard Ftse Emerging (FTSE EMR MKT ETF)	$34.23M	741.93K	708.05K	+4.8
FNDF Schwab Us Broad Market (US BRD MKT ETF)	$30.74M	575.72K	289.39K	+98.9
Vanguard S&P Small Cap	$27.6M	139.38K	134.98K	+3.3
Vanguard Small Cap Etf (SMALL CP ETF)	$26.64M	125.34K	121.64K	+3.0
Vanguard Real Estate (REAL ESTATE ETF)	$20.61M	190.19K	181.5K	+4.8
Vanguard Utilities Etf (UTILITIES ETF)	$20.5M	126.68K	120.24K	+5.4
Vanguard Mid Cap Etf (MID CAP ETF)	$19.22M	80.81K	80.75K	+0.1
Vanguard Consumer (CONSUM STP ETF)	$18M	91.88K	87.25K	+5.3
FNDF Schwab International (INTL EQTY ETF)	$15.48M	421.7K	400.32K	+5.3
FNDF Schwab Us Aggregate Bond (US AGGREGATE B)	$14.94M	295.44K	271.56K	+8.8
Vanguard Dividend	$13.96M	86.06K	82.62K	+4.2
FNDF Charles Schwab Us MC (US MID-CAP ETF)	$13.93M	183.67K	173.46K	+5.9
AAPL Apple Inc	$13.68M	78.36K	76.23K	+2.8
Vanguard High Dividend (HIGH DIV YLD)	$12.28M	109.39K	102.81K	+6.4
IBB Ishares Core S&P 500 (CORE S&P500 ETF)	$10.46M	23.05K	23.19K	-0.6
Vanguard Total	$10.2M	194.59K	182.31K	+6.7
FNDF Schwab Us Small Cap Etf (US SML CAP ETF)	$9.99M	210.94K	104.42K	+102.0
Vanguard Short Term (SHORT TERM TREAS)	$8.59M	144.98K	147.73K	-1.9
IBB Ishares Core Msci Eafe	$8.31M	119.6K	100.04K	+19.6
BRK.A Berkshire Hathaway	$8.1M	22.94K	22.89K	+0.2
IBB Ishares National Muni (NATIONAL MUN ETF)	$7.79M	71.07K	71.2K	-0.2
FNDF Schwab Us Dividend (US DIVIDEND EQ)	$7.58M	96.11K	94.16K	+2.1
FNDF Schwab Emerging Markets (EMRG MKTEQ ETF)	$7.5M	270K	262.76K	+2.8
TSLA Tesla Inc	$7.42M	6.88K	7.01K	-1.8
FNDF Schwab Us Large Cap Etf (US LRG CAP ETF)	$6.96M	129.3K	62.35K	+107.4
SPY SPDR S&P 500 Etf	$6.6M	14.61K	14.46K	+1.0
NVDA Nvidia Corp	$5.84M	21.41K	22.54K	-5.0
MSFT Microsoft Corp	$5.73M	18.59K	18.43K	+0.9
IBB Ishares Core Msci	$5.4M	97.18K	84.92K	+14.4
Vanguard Emerging Markt (EMERG MKT BD ETF)	$5.33M	76.29K	70.37K	+8.4
Vanguard Large Cap Etf (LARGE CAP ETF)	$5.29M	25.37K	25.32K	+0.2
IBB Ishares S&P 500 Growth (S&P 500 GRWT ETF)	$5.04M	65.97K	65.28K	+1.1
FNDF Schwab Internatnal Small (INTL SCEQT ETF)	$4.69M	123.49K	116.26K	+6.2
IBB Ishares Core Us (CORE US AGGBD ET)	$4.54M	42.43K	42.33K	+0.2
AMZN Amazon.com Inc	$4.53M	1.39K	1.36K	+2.4
QQQ Invesco QQQ Trust	$4.25M	11.72K	11.43K	+2.6
SPDR Short Term	$3.94M	130.74K	172.13K	-24.0
JNJ Johnson & Johnson	$3.83M	21.61K	18.64K	+15.9
VGRD Ftse All WRLD Ex Us (FTSE SMCAP ETF)	$3.46M	27.95K	26.94K	+3.8
IBB Ishares Tips Bond Etf (TIPS BD ETF)	$3.29M	26.38K	23.45K	+12.5
DE Deere & Co	$3.04M	7.33K	7.3K	+0.3
IVZ Invsc Solar Etf	$2.81M	37.21K	37.21K	0
IBB Ishares Preferred Income (PFD AND INCM SEC)	$2.76M	75.82K	73.7K	+2.9
IAU Ishares Gold Etf	$2.72M	73.78K	73.23K	+0.7