Patten & Patten

Latest statistics and disclosures from Patten & Patten's latest quarterly 13F-HR filing:

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Portfolio Holdings for Patten & Patten

Patten & Patten holds 315 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 12.3 $186M 741k 250.42
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Microsoft Corporation (MSFT) 4.4 $67M 159k 421.50
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Smurfit Westrock SHS (SW) 3.5 $53M -2% 982k 53.86
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Alphabet Cap Stk Cl A (GOOGL) 2.7 $41M 215k 189.30
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Ishares Tr Global Tech Etf (IXN) 2.6 $40M 470k 84.75
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Progressive Corporation (PGR) 2.4 $36M 150k 239.61
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Visa Com Cl A (V) 2.2 $34M 108k 316.04
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Abbvie (ABBV) 2.2 $33M 183k 177.70
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JPMorgan Chase & Co. (JPM) 2.1 $32M 133k 239.71
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J P Morgan Exchange Traded F Equity Premium (JEPI) 1.6 $25M 425k 57.53
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Costco Wholesale Corporation (COST) 1.6 $24M 26k 916.26
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Wal-Mart Stores (WMT) 1.5 $22M 246k 90.35
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Louisiana-Pacific Corporation (LPX) 1.4 $22M 209k 103.55
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UnitedHealth (UNH) 1.3 $20M +2% 40k 505.86
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Tractor Supply Company (TSCO) 1.3 $20M +389% 374k 53.06
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Ishares Tr S&p 100 Etf (OEF) 1.3 $19M 67k 288.85
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ConocoPhillips (COP) 1.3 $19M -13% 196k 99.17
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TJX Companies (TJX) 1.3 $19M 157k 120.81
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Abbott Laboratories (ABT) 1.2 $18M -2% 161k 113.11
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Raytheon Technologies Corp (RTX) 1.2 $18M 155k 115.72
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Alphabet Cap Stk Cl C (GOOG) 1.1 $16M -2% 86k 190.44
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Lincoln Electric Holdings (LECO) 1.1 $16M 86k 187.47
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Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 1.1 $16M 322k 50.21
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J P Morgan Exchange Traded F Hedged Equity La (HELO) 1.1 $16M +8% 257k 62.04
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.0 $16M NEW 269k 58.18
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.0 $15M +45% 192k 78.01
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Exxon Mobil Corporation (XOM) 1.0 $15M 135k 107.57
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Johnson & Johnson (JNJ) 0.9 $14M -2% 95k 144.62
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Coca-Cola Company (KO) 0.9 $14M 222k 62.26
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Paypal Holdings (PYPL) 0.9 $14M 158k 85.35
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Ishares Tr U.s. Finls Etf (IYF) 0.9 $13M -3% 120k 110.58
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A. O. Smith Corporation (AOS) 0.9 $13M -5% 190k 68.21
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $13M 22k 586.07
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Eli Lilly & Co. (LLY) 0.8 $13M 16k 772.00
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Merck & Co (MRK) 0.8 $12M 125k 99.48
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Adobe Systems Incorporated (ADBE) 0.8 $12M 28k 444.68
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Nextera Energy (NEE) 0.8 $12M -5% 172k 71.69
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Pulte (PHM) 0.8 $12M 109k 108.90
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Intuit (INTU) 0.8 $12M -4% 18k 628.50
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Edwards Lifesciences (EW) 0.8 $11M -6% 154k 74.03
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Qualcomm (QCOM) 0.7 $11M -4% 71k 153.62
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Texas Instruments Incorporated (TXN) 0.7 $11M 57k 187.51
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Cisco Systems (CSCO) 0.7 $10M -3% 174k 59.20
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Home Depot (HD) 0.7 $10M 26k 389.00
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Honeywell International (HON) 0.6 $9.6M 43k 225.89
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Spdr Ser Tr S&p Regl Bkg (KRE) 0.6 $8.8M +79% 146k 60.35
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Pepsi (PEP) 0.6 $8.6M 57k 152.06
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Amazon (AMZN) 0.6 $8.6M +3% 39k 219.39
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Hilton Worldwide Holdings (HLT) 0.6 $8.5M -5% 35k 247.16
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Chevron Corporation (CVX) 0.6 $8.5M -2% 58k 144.84
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $8.1M +8% 15k 538.82
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Canadian Natl Ry (CNI) 0.5 $7.9M -4% 78k 101.51
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Charles Schwab Corporation (SCHW) 0.5 $7.8M 106k 74.01
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Ingevity (NGVT) 0.5 $7.7M -10% 190k 40.75
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O'reilly Automotive (ORLY) 0.5 $6.9M -4% 5.8k 1185.80
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Duke Energy Corp Com New (DUK) 0.5 $6.9M 64k 107.74
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Advanced Micro Devices (AMD) 0.4 $6.7M 56k 120.79
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Constellation Brands Cl A (STZ) 0.4 $6.5M -14% 29k 221.00
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $6.1M 45k 137.57
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Goldman Sachs Etf Tr Nasdaq 100 Core (GPIQ) 0.4 $6.1M +21% 124k 49.03
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Lowe's Companies (LOW) 0.4 $5.9M 24k 246.80
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Dex (DXCM) 0.4 $5.8M +5% 75k 77.77
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Select Sector Spdr Tr Technology (XLK) 0.4 $5.6M 24k 232.52
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Digital Realty Trust (DLR) 0.3 $4.9M 28k 177.33
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Broadcom (AVGO) 0.3 $4.8M 21k 231.84
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Norfolk Southern (NSC) 0.3 $4.8M 20k 234.70
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Truist Financial Corp equities (TFC) 0.3 $4.8M -6% 110k 43.38
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Procter & Gamble Company (PG) 0.3 $4.7M 28k 167.65
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NVIDIA Corporation (NVDA) 0.3 $4.6M 35k 134.29
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Morgan Stanley Com New (MS) 0.3 $4.5M 36k 125.72
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Hca Holdings (HCA) 0.3 $4.3M 14k 300.15
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Boeing Company (BA) 0.3 $4.2M -2% 24k 177.00
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Nike CL B (NKE) 0.3 $4.2M -15% 56k 75.67
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Freeport-mcmoran CL B (FCX) 0.3 $4.1M -2% 108k 38.08
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $4.1M -2% 17k 242.17
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Bristol Myers Squibb (BMY) 0.3 $4.0M -8% 72k 56.56
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $4.0M +25% 18k 220.97
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Bank of America Corporation (BAC) 0.3 $3.9M -6% 90k 43.95
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Select Sector Spdr Tr Indl (XLI) 0.3 $3.9M +29% 30k 131.76
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $3.9M 8.6k 453.28
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Lululemon Athletica (LULU) 0.3 $3.9M -2% 10k 382.41
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Pinnacle Financial Partners (PNFP) 0.2 $3.6M 31k 114.39
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Ssga Active Tr Spdr Nuveen Mun (MBND) 0.2 $3.5M -6% 127k 27.52
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Ecolab (ECL) 0.2 $3.3M -3% 14k 234.32
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Citigroup Com New (C) 0.2 $3.3M -2% 47k 70.39
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $3.3M +15% 40k 81.98
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $3.2M +203% 126k 25.86
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $3.2M 7.3k 434.93
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $3.1M -3% 18k 175.23
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $3.0M +11% 8.7k 342.16
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Mastercard Incorporated Cl A (MA) 0.2 $3.0M +2% 5.6k 526.57
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Vanguard World Mega Cap Index (MGC) 0.2 $3.0M NEW 14k 212.66
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Novartis Sponsored Adr (NVS) 0.2 $2.9M -8% 30k 97.31
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FedEx Corporation (FDX) 0.2 $2.9M 10k 281.33
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Republic Services (RSG) 0.2 $2.7M -3% 14k 201.18
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McDonald's Corporation (MCD) 0.2 $2.7M +4% 9.3k 289.88
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Eaton Corp SHS (ETN) 0.2 $2.6M 7.9k 331.87
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Delta Air Lines Inc Del Com New (DAL) 0.2 $2.6M -9% 43k 60.50
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Comcast Corp Cl A (CMCSA) 0.2 $2.5M -10% 68k 37.53
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Zoetis Cl A (ZTS) 0.2 $2.5M -2% 15k 162.93
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3M Company (MMM) 0.2 $2.5M -3% 19k 129.09
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $2.4M 4.1k 588.61
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Select Sector Spdr Tr Communication (XLC) 0.2 $2.3M 24k 96.81
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Phillips 66 (PSX) 0.1 $2.3M 20k 113.93
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.1 $2.2M -10% 23k 94.99
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Angel Oak Funds Trust Mortgage Backed (MBS) 0.1 $2.2M +89% 256k 8.53
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Pfizer (PFE) 0.1 $2.1M -9% 81k 26.53
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Vulcan Materials Company (VMC) 0.1 $2.1M 8.3k 257.23
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Goldman Sachs (GS) 0.1 $2.1M -3% 3.7k 572.67
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Ge Aerospace Com New (GE) 0.1 $2.1M 13k 166.79
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Vanguard Index Fds Growth Etf (VUG) 0.1 $2.1M +2% 5.1k 410.44
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $2.1M 27k 75.69
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Regions Financial Corporation (RF) 0.1 $2.0M -4% 84k 23.52
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Xylem (XYL) 0.1 $2.0M 17k 116.02
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.0M 3.8k 511.19
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Select Sector Spdr Tr Energy (XLE) 0.1 $1.9M 23k 85.66
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Pimco Etf Tr Ultra Short Govt (BILZ) 0.1 $1.9M +3% 19k 100.82
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Prologis (PLD) 0.1 $1.9M -12% 18k 105.70
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Novo-nordisk A S Adr (NVO) 0.1 $1.9M +480% 22k 86.02
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Applied Materials (AMAT) 0.1 $1.8M -4% 11k 162.63
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Netflix (NFLX) 0.1 $1.8M +4% 2.0k 891.16
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Ishares Tr U.s. Pharma Etf (IHE) 0.1 $1.8M +4% 27k 65.72
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Walt Disney Company (DIS) 0.1 $1.8M -3% 16k 111.35
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Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $1.8M 23k 77.81
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American Water Works (AWK) 0.1 $1.7M -20% 14k 124.49
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Southern Company (SO) 0.1 $1.7M 21k 82.32
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Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $1.7M -34% 61k 28.15
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Prudential Financial (PRU) 0.1 $1.7M 14k 118.53
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Automatic Data Processing (ADP) 0.1 $1.6M 5.5k 292.73
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Oracle Corporation (ORCL) 0.1 $1.6M +5% 9.7k 166.63
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Planet Fitness Cl A (PLNT) 0.1 $1.6M -5% 16k 98.87
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Verizon Communications (VZ) 0.1 $1.6M -14% 40k 39.99
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.6M 10k 159.52
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Generac Holdings (GNRC) 0.1 $1.6M -17% 10k 155.05
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Kimberly-Clark Corporation (KMB) 0.1 $1.6M 12k 131.04
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Mobileye Global Common Class A (MBLY) 0.1 $1.6M -23% 79k 19.92
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Northrop Grumman Corporation (NOC) 0.1 $1.5M +2% 3.3k 469.29
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Union Pacific Corporation (UNP) 0.1 $1.5M +2% 6.7k 228.05
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American Express Company (AXP) 0.1 $1.5M +2% 5.1k 296.81
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Tesla Motors (TSLA) 0.1 $1.5M 3.7k 403.79
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Select Sector Spdr Tr Financial (XLF) 0.1 $1.5M -2% 31k 48.33
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $1.5M 31k 48.31
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EXACT Sciences Corporation (EXAS) 0.1 $1.5M 26k 56.19
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Kroger (KR) 0.1 $1.4M -4% 24k 61.15
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Caterpillar (CAT) 0.1 $1.4M +2% 3.9k 362.73
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Linde SHS (LIN) 0.1 $1.4M 3.3k 418.67
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Emerson Electric (EMR) 0.1 $1.4M 11k 123.93
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $1.4M -29% 13k 105.48
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International Business Machines (IBM) 0.1 $1.4M 6.2k 219.82
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General Motors Company (GM) 0.1 $1.4M 26k 53.27
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Dolby Laboratories Com Cl A (DLB) 0.1 $1.4M -7% 17k 78.10
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Metropcs Communications (TMUS) 0.1 $1.4M 6.1k 220.73
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Target Corporation (TGT) 0.1 $1.3M 9.8k 135.18
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Ge Vernova (GEV) 0.1 $1.3M +5% 3.9k 328.93
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Intel Corporation (INTC) 0.1 $1.3M -20% 63k 20.05
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Carrier Global Corporation (CARR) 0.1 $1.2M 18k 68.26
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Marriott Intl Cl A (MAR) 0.1 $1.2M 4.3k 278.94
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Meta Platforms Cl A (META) 0.1 $1.2M -2% 2.0k 585.59
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Dominion Resources (D) 0.1 $1.2M +23% 22k 53.86
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Ishares Tr Mbs Etf (MBB) 0.1 $1.1M NEW 13k 91.68
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American Tower Reit (AMT) 0.1 $1.1M 6.2k 183.41
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $1.1M -31% 23k 48.16
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Spdr Gold Tr Gold Shs (GLD) 0.1 $1.1M +5% 4.6k 242.13
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Texas Pacific Land Corp (TPL) 0.1 $1.1M 959.00 1105.89
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Lockheed Martin Corporation (LMT) 0.1 $1.0M +3% 2.1k 485.87
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Philip Morris International (PM) 0.1 $1000k 8.3k 120.36
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $992k 14k 70.00
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Becton, Dickinson and (BDX) 0.1 $977k -16% 4.3k 226.87
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Unum (UNM) 0.1 $974k 13k 73.03
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Ishares Tr Select Divid Etf (DVY) 0.1 $956k 7.3k 131.30
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $952k +239% 35k 27.32
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Deere & Company (DE) 0.1 $935k +3% 2.2k 423.70
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Williams-Sonoma (WSM) 0.1 $933k 5.0k 185.20
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Hologic (HOLX) 0.1 $926k -9% 13k 72.09
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Medtronic SHS (MDT) 0.1 $922k +29% 12k 79.88
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Dow (DOW) 0.1 $888k -19% 22k 40.13
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $874k -14% 4.5k 195.82
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Ishares Tr Msci India Etf (INDA) 0.1 $866k +4% 17k 52.64
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Electronic Arts (EA) 0.1 $863k 5.9k 146.30
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Air Products & Chemicals (APD) 0.1 $858k +2% 3.0k 290.04
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Corning Incorporated (GLW) 0.1 $838k 18k 47.52
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $838k -25% 27k 31.44
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Ishares Tr Core High Dv Etf (HDV) 0.1 $814k 7.3k 112.26
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $801k +7% 16k 50.37
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Amgen (AMGN) 0.1 $785k +2% 3.0k 260.68
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $784k +3% 5.4k 145.34
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SEI Investments Company (SEIC) 0.1 $784k 9.5k 82.48
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Ishares Tr Us Consum Discre (IYC) 0.1 $772k -2% 8.0k 96.14
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $767k 1.9k 401.58
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Dell Technologies CL C (DELL) 0.1 $758k 6.6k 115.24
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Colgate-Palmolive Company (CL) 0.0 $752k 8.3k 90.91
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Dover Corporation (DOV) 0.0 $741k 4.0k 187.60
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Masco Corporation (MAS) 0.0 $737k -2% 10k 72.57
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Rbc Cad (RY) 0.0 $733k 6.1k 120.51
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Vanguard World Energy Etf (VDE) 0.0 $728k 6.0k 121.31
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Royal Caribbean Cruises (RCL) 0.0 $712k 3.1k 230.72
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Vanguard World Inf Tech Etf (VGT) 0.0 $703k 1.1k 621.80
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $691k -12% 17k 41.82
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Aurinia Pharmaceuticals (AUPH) 0.0 $677k -18% 75k 8.98
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $635k -3% 6.6k 96.90
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Altria (MO) 0.0 $621k -3% 12k 52.29
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General Mills (GIS) 0.0 $620k 9.7k 63.77
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $620k 6.7k 92.45
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CoStar (CSGP) 0.0 $613k -3% 8.6k 71.59
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Williams Companies (WMB) 0.0 $598k 11k 54.12
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Mohawk Industries (MHK) 0.0 $592k 5.0k 119.13
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $578k 2.0k 289.84
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $565k 14k 40.49
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Spdr Ser Tr S&p Biotech (XBI) 0.0 $554k -5% 6.2k 90.06
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Docusign (DOCU) 0.0 $549k -12% 6.1k 89.94
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General Dynamics Corporation (GD) 0.0 $546k +13% 2.1k 263.53
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Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $544k +10% 7.0k 78.18
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Imperial Oil Com New (IMO) 0.0 $539k 8.8k 61.60
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Xpo Logistics Inc equity (XPO) 0.0 $538k 4.1k 131.15
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Enterprise Products Partners (EPD) 0.0 $537k 17k 31.36
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Wells Fargo & Company (WFC) 0.0 $523k +3% 7.5k 70.24
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $518k +4% 13k 40.67
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Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $504k -5% 3.6k 139.35
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $501k -6% 18k 27.38
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Cameco Corporation (CCJ) 0.0 $498k +38% 9.7k 51.39
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Mondelez Intl Cl A (MDLZ) 0.0 $494k -3% 8.3k 59.73
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Kinder Morgan (KMI) 0.0 $491k 18k 27.40
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Ishares Gold Tr Ishares New (IAU) 0.0 $481k 9.7k 49.51
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Ishares Tr National Mun Etf (MUB) 0.0 $473k -3% 4.4k 106.55
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AFLAC Incorporated (AFL) 0.0 $470k +4% 4.5k 103.44
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $454k -2% 7.3k 62.31
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Starbucks Corporation (SBUX) 0.0 $453k +8% 5.0k 91.24
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Ishares Tr Us Regnl Bks Etf (IAT) 0.0 $450k 8.9k 50.36
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Blackstone Group Inc Com Cl A (BX) 0.0 $448k 2.6k 172.42
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $443k -14% 10k 44.04
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Vanguard Index Fds Value Etf (VTV) 0.0 $442k +9% 2.6k 169.30
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Paychex (PAYX) 0.0 $441k 3.1k 140.22
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Vanguard World Health Car Etf (VHT) 0.0 $437k 1.7k 253.74
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Enbridge (ENB) 0.0 $433k 10k 42.43
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United Parcel Service CL B (UPS) 0.0 $427k 3.4k 126.08
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $425k +20% 4.9k 87.33
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Ishares Tr Us Oil Eq&sv Etf (IEZ) 0.0 $414k NEW 21k 19.81
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At&t (T) 0.0 $404k 18k 22.77
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $400k +5% 941.00 425.50
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $398k +200% 17k 23.68
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Quanta Services (PWR) 0.0 $390k NEW 1.2k 316.05
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $388k +120% 17k 23.18
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Walgreen Boots Alliance (WBA) 0.0 $377k 40k 9.33
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Ishares Tr Us Trsprtion (IYT) 0.0 $374k +2% 5.5k 67.57
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $374k 2.3k 164.13
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Constellation Energy (CEG) 0.0 $371k -10% 1.7k 223.71
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $363k +6% 3.1k 115.21
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Ashland (ASH) 0.0 $362k -37% 5.1k 71.46
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BP Sponsored Adr (BP) 0.0 $352k -10% 12k 29.56
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $350k NEW 13k 27.87
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $347k 1.2k 287.82
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $336k 2.5k 132.10
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Regeneron Pharmaceuticals (REGN) 0.0 $332k 466.00 712.33
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American Intl Group Com New (AIG) 0.0 $329k 4.5k 72.80
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Otis Worldwide Corp (OTIS) 0.0 $327k 3.5k 92.61
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Schlumberger Com Stk (SLB) 0.0 $322k NEW 8.4k 38.34
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $321k +18% 1.6k 197.49
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Moderna (MRNA) 0.0 $312k -16% 7.5k 41.58
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Analog Devices (ADI) 0.0 $310k -7% 1.5k 212.46
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Thermo Fisher Scientific (TMO) 0.0 $308k +3% 592.00 520.23
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Caci Intl Cl A (CACI) 0.0 $303k 750.00 404.06
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Shell Spon Ads (SHEL) 0.0 $302k +15% 4.8k 62.65
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $298k 2.3k 127.57
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Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $294k 3.2k 92.59
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Atmos Energy Corporation (ATO) 0.0 $293k 2.1k 139.29
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Travelers Companies (TRV) 0.0 $289k +18% 1.2k 240.95
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $281k +199% 12k 22.70
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S&p Global (SPGI) 0.0 $279k -18% 560.00 498.03
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $279k -3% 4.8k 58.35
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Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $278k 221.00 1258.20
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $273k NEW 3.7k 74.02
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $270k -2% 2.7k 101.53
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ResMed (RMD) 0.0 $267k 1.2k 228.69
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Park Hotels & Resorts Inc-wi (PK) 0.0 $267k -2% 19k 14.07
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Dollar General (DG) 0.0 $263k -30% 3.5k 75.82
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M/a (MTSI) 0.0 $261k +2% 2.0k 129.91
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Palo Alto Networks (PANW) 0.0 $260k +143% 1.4k 181.96
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Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $258k +100% 12k 22.07
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Blackrock (BLK) 0.0 $258k NEW 252.00 1025.11
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United Cmnty Bks Ga Cap Stk (UCB) 0.0 $255k 7.9k 32.31
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $254k 445.00 569.58
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $251k +72% 10k 24.29
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $251k +96% 14k 18.50
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Vanguard World Industrial Etf (VIS) 0.0 $243k 955.00 254.39
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $242k 1.5k 161.77
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $237k -5% 5.2k 45.34
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Dupont De Nemours (DD) 0.0 $236k -6% 3.1k 76.26
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Nucor Corporation (NUE) 0.0 $234k 2.0k 116.71
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $231k -7% 1.2k 185.08
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Allstate Corporation (ALL) 0.0 $231k NEW 1.2k 192.79
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $228k 1.8k 128.62
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Ishares Tr Us Hlthcare Etf (IYH) 0.0 $227k 3.9k 58.27
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $227k 1.2k 190.88
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Bank Of Montreal Cadcom (BMO) 0.0 $226k 2.3k 97.05
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $225k NEW 640.00 351.79
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CSX Corporation (CSX) 0.0 $224k 6.9k 32.27
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Illinois Tool Works (ITW) 0.0 $223k NEW 881.00 253.45
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Valero Energy Corporation (VLO) 0.0 $220k 1.8k 122.61
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Oneok (OKE) 0.0 $218k 2.2k 100.40
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Waste Management (WM) 0.0 $216k +5% 1.1k 201.81
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $214k 2.4k 89.08
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Hewlett Packard Enterprise (HPE) 0.0 $214k 10k 21.35
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Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $214k +2% 6.7k 31.95
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Ishares Tr Ishares Semicdtr (SOXX) 0.0 $213k 990.00 215.49
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $213k +100% 7.2k 29.70
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PPG Industries (PPG) 0.0 $210k -8% 1.8k 119.45
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Sanofi Sponsored Adr (SNY) 0.0 $210k +2% 4.3k 48.23
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Vaneck Etf Trust Oil Services Etf (OIH) 0.0 $209k 770.00 271.23
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Vanguard World Utilities Etf (VPU) 0.0 $204k 1.3k 163.36
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Solventum Corp Com Shs (SOLV) 0.0 $203k -13% 3.1k 66.06
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Ishares Tr Us Consm Staples (IYK) 0.0 $201k -9% 3.1k 65.59
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $201k -2% 2.3k 88.79
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Huntington Bancshares Incorporated (HBAN) 0.0 $196k -2% 12k 16.27
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Graftech International (EAF) 0.0 $136k -18% 79k 1.73
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Nokia Corp Sponsored Adr (NOK) 0.0 $96k -4% 22k 4.43
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Past Filings by Patten & Patten

SEC 13F filings are viewable for Patten & Patten going back to 2011

View all past filings