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 286 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 12.1 $147M -4% 765k 192.53
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Microsoft Corporation (MSFT) 4.7 $58M -5% 153k 376.04
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Alphabet Inc Class A cs (GOOGL) 2.5 $30M -5% 216k 139.69
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Abbvie (ABBV) 2.5 $30M 195k 154.97
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iShares S&P Global Technology Sect. (IXN) 2.5 $30M -9% 442k 68.18
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Westrock (WRK) 2.4 $29M 704k 41.52
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Visa (V) 2.3 $29M -3% 110k 260.35
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ConocoPhillips (COP) 2.1 $26M -4% 220k 116.07
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Progressive Corporation (PGR) 2.0 $25M -5% 155k 159.28
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JPMorgan Chase & Co. (JPM) 1.9 $23M -3% 138k 170.10
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UnitedHealth (UNH) 1.7 $21M -3% 39k 526.47
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J P Morgan Exchange-traded F (JEPI) 1.7 $21M +3% 375k 54.98
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Costco Wholesale Corporation (COST) 1.5 $19M -7% 28k 660.09
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Abbott Laboratories (ABT) 1.5 $18M -9% 167k 110.07
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A. O. Smith Corporation (AOS) 1.4 $17M -6% 207k 82.44
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Adobe Systems Incorporated (ADBE) 1.4 $17M -8% 28k 596.60
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Tractor Supply Company (TSCO) 1.4 $17M -5% 77k 215.03
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Johnson & Johnson (JNJ) 1.3 $16M 102k 156.74
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Louisiana-Pacific Corporation (LPX) 1.3 $16M -6% 223k 70.83
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Merck & Co (MRK) 1.2 $14M -4% 129k 109.02
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TJX Companies (TJX) 1.1 $14M -7% 147k 93.81
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Raytheon Technologies Corp (RTX) 1.1 $13M +8% 159k 84.14
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Alphabet Inc Class C cs (GOOG) 1.0 $12M -2% 88k 140.93
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Edwards Lifesciences (EW) 1.0 $12M -7% 162k 76.25
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Intuit (INTU) 1.0 $12M -10% 20k 625.03
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Spdr S&p 500 Etf (SPY) 1.0 $12M 25k 475.31
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Wal-Mart Stores (WMT) 1.0 $12M +9% 75k 157.65
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Pulte (PHM) 1.0 $12M -4% 114k 103.22
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Qualcomm (QCOM) 1.0 $12M -6% 81k 144.63
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Nextera Energy (NEE) 0.9 $11M +2% 188k 60.74
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Canadian Natl Ry (CNI) 0.9 $11M 87k 125.63
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Lincoln Electric Holdings (LECO) 0.9 $11M 49k 217.46
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iShares Dow Jones US Financial (IYF) 0.9 $11M -2% 125k 85.41
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Cisco Systems (CSCO) 0.9 $11M -13% 209k 50.52
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Coca-Cola Company (KO) 0.8 $10M +29% 174k 58.93
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Texas Instruments Incorporated (TXN) 0.8 $9.9M -5% 58k 170.46
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Pepsi (PEP) 0.8 $9.6M 56k 169.84
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Constellation Brands (STZ) 0.8 $9.4M -8% 39k 241.75
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Home Depot (HD) 0.8 $9.2M -4% 27k 346.55
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Exxon Mobil Corporation (XOM) 0.7 $9.1M +10% 91k 99.98
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Eli Lilly & Co. (LLY) 0.7 $9.1M -10% 16k 582.94
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Chevron Corporation (CVX) 0.7 $9.0M 60k 149.16
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Advanced Micro Devices (AMD) 0.7 $8.9M -13% 60k 147.41
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Honeywell International (HON) 0.7 $8.1M 39k 209.71
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Paypal Holdings (PYPL) 0.6 $7.8M -3% 127k 61.41
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Nike (NKE) 0.6 $7.5M -10% 69k 108.57
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Ingevity (NGVT) 0.6 $7.5M +6% 159k 47.22
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Hilton Worldwide Holdings (HLT) 0.6 $7.2M -7% 40k 182.09
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Weyerhaeuser Company (WY) 0.6 $6.9M -5% 199k 34.77
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Duke Energy (DUK) 0.6 $6.8M -9% 71k 97.04
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Vanguard S&p 500 Etf idx (VOO) 0.5 $6.2M +11% 14k 436.80
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O'reilly Automotive (ORLY) 0.5 $5.9M -11% 6.2k 950.08
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Dex (DXCM) 0.5 $5.7M 46k 124.09
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Intel Corporation (INTC) 0.5 $5.7M -3% 113k 50.25
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Lowe's Companies (LOW) 0.5 $5.6M 25k 222.55
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Truist Financial Corp equities (TFC) 0.5 $5.5M -16% 150k 36.92
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Lululemon Athletica (LULU) 0.4 $5.4M -30% 11k 511.29
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Freeport-McMoRan Copper & Gold (FCX) 0.4 $5.3M -5% 126k 42.57
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Comcast Corporation (CMCSA) 0.4 $5.3M -7% 121k 43.85
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Health Care SPDR (XLV) 0.4 $5.1M -2% 37k 136.38
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Amazon (AMZN) 0.4 $4.7M +2% 31k 151.94
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Norfolk Southern (NSC) 0.4 $4.6M -5% 20k 236.38
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J P Morgan Exchange Traded F (HELO) 0.4 $4.4M NEW 84k 52.88
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Mobileye Global (MBLY) 0.4 $4.4M 102k 43.32
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Digital Realty Trust (DLR) 0.4 $4.4M 33k 134.58
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Bristol Myers Squibb (BMY) 0.4 $4.3M -17% 85k 51.31
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Procter & Gamble Company (PG) 0.4 $4.3M +3% 29k 146.54
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Bank of America Corporation (BAC) 0.3 $3.9M -2% 117k 33.67
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Hca Holdings (HCA) 0.3 $3.9M +9% 14k 270.67
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Planet Fitness Inc-cl A (PLNT) 0.3 $3.9M -21% 53k 73.00
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Novartis (NVS) 0.3 $3.6M -4% 36k 100.97
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Prologis (PLD) 0.3 $3.4M -4% 26k 133.30
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Morgan Stanley (MS) 0.3 $3.4M -2% 37k 93.25
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Citigroup (C) 0.3 $3.4M -26% 66k 51.44
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Ecolab (ECL) 0.3 $3.3M -18% 17k 198.35
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Technology SPDR (XLK) 0.3 $3.2M 17k 192.48
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Zoetis Inc Cl A (ZTS) 0.3 $3.2M -3% 16k 197.37
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MasterCard Incorporated (MA) 0.2 $3.0M 7.1k 426.51
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $3.0M +34% 6.2k 489.99
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McDonald's Corporation (MCD) 0.2 $3.0M -2% 10k 296.50
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Boeing Company (BA) 0.2 $3.0M -2% 12k 260.67
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iShares S&P 100 Index (OEF) 0.2 $3.0M NEW 13k 223.39
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American Water Works (AWK) 0.2 $3.0M -26% 23k 131.99
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Dolby Laboratories (DLB) 0.2 $2.9M -9% 34k 86.18
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Phillips 66 (PSX) 0.2 $2.7M 20k 133.14
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Delta Air Lines (DAL) 0.2 $2.6M -39% 65k 40.23
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FedEx Corporation (FDX) 0.2 $2.6M 10k 252.97
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3M Company (MMM) 0.2 $2.6M -7% 24k 109.32
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SPDR KBW Regional Banking (KRE) 0.2 $2.5M +25% 49k 52.43
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Charles Schwab Corporation (SCHW) 0.2 $2.5M +110% 37k 68.80
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Pinnacle Financial Partners (PNFP) 0.2 $2.4M -3% 28k 87.22
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Pfizer (PFE) 0.2 $2.4M -10% 84k 28.79
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Pioneer Natural Resources (PXD) 0.2 $2.3M 10k 224.88
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iShares Russell 2000 Index (IWM) 0.2 $2.3M 11k 200.72
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Verizon Communications (VZ) 0.2 $2.3M -17% 61k 37.70
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Broadcom (AVGO) 0.2 $2.3M -21% 2.0k 1116.25
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Walt Disney Company (DIS) 0.2 $2.2M -9% 25k 90.29
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Industrial SPDR (XLI) 0.2 $2.2M +4% 19k 113.99
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Invesco S&p 500 Equal Weight Etf (RSP) 0.2 $2.1M +8% 14k 157.80
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American Tower Reit (AMT) 0.2 $2.1M -15% 9.8k 215.89
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NVIDIA Corporation (NVDA) 0.2 $2.1M -45% 4.2k 495.22
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Xylem (XYL) 0.2 $2.1M -16% 18k 114.36
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Becton, Dickinson and (BDX) 0.2 $2.0M -3% 8.3k 243.83
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Republic Services (RSG) 0.2 $2.0M 12k 164.91
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Eaton (ETN) 0.2 $2.0M -3% 8.3k 240.82
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Vulcan Materials Company (VMC) 0.2 $2.0M +8% 8.7k 227.01
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Linde (LIN) 0.2 $1.9M 4.7k 410.71
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Generac Holdings (GNRC) 0.2 $1.9M -5% 15k 129.24
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iShares S&P 500 Index (IVV) 0.2 $1.8M -4% 3.8k 477.62
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Applied Materials (AMAT) 0.1 $1.8M 11k 162.07
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iShares MSCI Emerging Markets Indx (EEM) 0.1 $1.8M -15% 45k 40.21
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Invesco Qqq Trust Series 1 (QQQ) 0.1 $1.8M +4% 4.4k 409.52
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Utilities SPDR (XLU) 0.1 $1.8M +13% 28k 63.33
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Kimberly-Clark Corporation (KMB) 0.1 $1.8M 14k 121.51
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Select Sector Spdr Tr Communic etfeqty (XLC) 0.1 $1.7M -3% 23k 72.66
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Berkshire Hathaway (BRK.B) 0.1 $1.6M +7% 4.6k 356.66
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General Electric (GE) 0.1 $1.6M -24% 13k 127.63
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Prudential Financial (PRU) 0.1 $1.6M 16k 103.71
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Union Pacific Corporation (UNP) 0.1 $1.6M +3% 6.5k 245.63
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Energy Select Sector SPDR (XLE) 0.1 $1.6M +28% 19k 83.84
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General Motors Company (GM) 0.1 $1.6M -34% 43k 35.92
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Vanguard Growth ETF (VUG) 0.1 $1.5M +4% 4.9k 310.88
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Northrop Grumman Corporation (NOC) 0.1 $1.5M -13% 3.2k 468.14
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EXACT Sciences Corporation (EXAS) 0.1 $1.5M +12% 20k 73.98
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Regions Financial Corporation (RF) 0.1 $1.5M +2% 76k 19.38
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Dow (DOW) 0.1 $1.5M -2% 27k 54.84
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Alerian Mlp Etf etf (AMLP) 0.1 $1.5M 34k 42.52
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Southern Company (SO) 0.1 $1.5M 21k 70.12
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Vaneck Vectors Semiconductor Etf semiconductor (SMH) 0.1 $1.5M +42% 8.3k 174.87
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Kroger (KR) 0.1 $1.4M -4% 32k 45.71
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iShares Dow Jones US Financial Svc. (IYG) 0.1 $1.4M -6% 7.9k 179.21
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Marriott International (MAR) 0.1 $1.4M 6.3k 225.51
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Automatic Data Processing (ADP) 0.1 $1.4M -5% 5.9k 232.97
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Goldman Sachs (GS) 0.1 $1.4M -4% 3.5k 385.81
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Target Corporation (TGT) 0.1 $1.3M -2% 9.2k 142.42
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Hologic (HOLX) 0.1 $1.3M -22% 18k 71.45
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Caterpillar (CAT) 0.1 $1.3M -5% 4.3k 295.65
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iShares Dow Jones US Technology (IYW) 0.1 $1.3M 10k 122.75
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American Express Company (AXP) 0.1 $1.2M -5% 6.5k 187.34
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Ashland (ASH) 0.1 $1.2M -33% 14k 84.31
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Invesco S&p 500 High Div, Low V equities (SPHD) 0.1 $1.2M -7% 28k 42.41
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Tesla Motors (TSLA) 0.1 $1.1M 4.6k 248.48
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Carrier Global Corporation (CARR) 0.1 $1.1M 19k 57.45
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Walgreen Boots Alliance (WBA) 0.1 $1.1M -7% 41k 26.11
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iShares Dow Jones US Pharm Indx (IHE) 0.1 $1.1M -2% 5.7k 185.40
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Lockheed Martin Corporation (LMT) 0.1 $1.0M 2.3k 453.18
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Financial Select Sector SPDR (XLF) 0.1 $1.0M -2% 27k 37.60
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International Business Machines (IBM) 0.1 $998k +2% 6.1k 163.54
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Emerson Electric (EMR) 0.1 $989k -3% 10k 97.33
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Ishares High Dividend Equity F (HDV) 0.1 $974k 9.5k 101.99
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Metropcs Communications (TMUS) 0.1 $965k 6.0k 160.33
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Deere & Company (DE) 0.1 $953k 2.4k 399.87
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Electronic Arts (EA) 0.1 $934k 6.8k 136.81
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Docusign (DOCU) 0.1 $928k -13% 16k 59.45
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iShares Dow Jones Select Dividend (DVY) 0.1 $917k -4% 7.8k 117.22
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Vanguard Dividend Appreciation ETF (VIG) 0.1 $886k 5.2k 170.39
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Moderna (MRNA) 0.1 $877k +2% 8.8k 99.45
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Invesco S&p 500 Low Volatility Etf (SPLV) 0.1 $871k -6% 14k 62.66
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Amgen (AMGN) 0.1 $855k +4% 3.0k 288.06
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Netflix (NFLX) 0.1 $852k -36% 1.7k 486.88
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Oracle Corporation (ORCL) 0.1 $835k 7.9k 105.44
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Schwab Strategic Tr us dividend eq (SCHD) 0.1 $829k 11k 76.13
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SPDR Gold Trust (GLD) 0.1 $821k -14% 4.3k 191.17
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Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.1 $815k 7.1k 115.63
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Facebook Inc cl a (META) 0.1 $770k -11% 2.2k 353.96
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Philip Morris International (PM) 0.1 $750k 8.0k 94.08
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Vanguard Emerging Markets ETF (VWO) 0.1 $745k -15% 18k 41.10
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General Mills (GIS) 0.1 $733k 11k 65.14
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CVS Caremark Corporation (CVS) 0.1 $714k 9.0k 78.96
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Masco Corporation (MAS) 0.1 $700k -23% 10k 66.98
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iShares S&P MidCap 400 Index (IJH) 0.1 $692k -4% 2.5k 277.14
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Air Products & Chemicals (APD) 0.1 $678k -14% 2.5k 273.80
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CoStar (CSGP) 0.1 $675k +28% 7.7k 87.39
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Vanguard Energy ETF (VDE) 0.1 $674k 5.7k 117.28
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Colgate-Palmolive Company (CL) 0.1 $664k 8.3k 79.71
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Mondelez Int (MDLZ) 0.1 $653k 9.0k 72.43
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Vanguard Information Technology ETF (VGT) 0.1 $644k 1.3k 484.00
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Rbc Cad (RY) 0.1 $640k 6.3k 101.13
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Medtronic (MDT) 0.1 $612k -2% 7.4k 82.38
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SEI Investments Company (SEIC) 0.0 $604k 9.5k 63.55
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SPDR S&P Biotech (XBI) 0.0 $599k -6% 6.7k 89.29
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Starbucks Corporation (SBUX) 0.0 $589k 6.1k 96.01
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iShares Dow Jones US Consumer Ser. (IYC) 0.0 $584k 7.7k 75.77
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iShares Dow Jones EPAC Sel Div Ind (IDV) 0.0 $580k -4% 21k 27.99
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Mohawk Industries (MHK) 0.0 $576k -3% 5.6k 103.50
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Altria (MO) 0.0 $568k -15% 14k 40.34
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Schwab U S Small Cap ETF (SCHA) 0.0 $562k +45% 12k 47.24
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Unum (UNM) 0.0 $552k 12k 45.22
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BP (BP) 0.0 $546k -4% 15k 35.40
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1/100 Berkshire Htwy Cla 100 0.0 $543k 100.00 5426.25
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Roche Holding (RHHBY) 0.0 $522k -10% 14k 36.23
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Williams-Sonoma (WSM) 0.0 $506k -15% 2.5k 201.82
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Texas Pacific Land Trust 0.0 $503k 320.00 1572.16
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Dollar General (DG) 0.0 $503k +14% 3.7k 135.95
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Imperial Oil (IMO) 0.0 $500k -8% 8.8k 57.19
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Dominion Resources (D) 0.0 $495k -4% 11k 47.00
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Enterprise Products Partners (EPD) 0.0 $493k +5% 19k 26.35
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Straumann Holding 0.0 $488k 3.0k 162.64
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Schwab Strategic Tr us lrg cap etf (SCHX) 0.0 $485k +14% 8.6k 56.40
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Vanguard Total Stock Market ETF (VTI) 0.0 $464k 2.0k 237.25
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United Parcel Service (UPS) 0.0 $464k -3% 2.9k 157.24
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iShares Russell 1000 Growth Index (IWF) 0.0 $458k 1.5k 303.17
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Paychex (PAYX) 0.0 $457k -42% 3.8k 119.11
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Dover Corporation (DOV) 0.0 $454k 3.0k 153.81
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Corning Incorporated (GLW) 0.0 $448k -34% 15k 30.45
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iShares Russell 3000 Growth Index (IUSG) 0.0 $434k -10% 4.2k 104.10
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Vanguard Health Care ETF (VHT) 0.0 $431k 1.7k 250.63
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Enbridge (ENB) 0.0 $422k -5% 12k 36.02
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Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $421k +29% 6.4k 65.80
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Royal Caribbean Cruises (RCL) 0.0 $418k -9% 3.2k 129.49
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AFLAC Incorporated (AFL) 0.0 $414k 5.0k 82.50
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General Dynamics Corporation (GD) 0.0 $414k 1.6k 259.67
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iShares Dow Jones US Reg Banks Ind. (IAT) 0.0 $414k -4% 9.9k 41.84
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Crown Castle Intl (CCI) 0.0 $413k -17% 3.6k 115.18
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Regeneron Pharmaceuticals (REGN) 0.0 $409k 466.00 878.29
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American International (AIG) 0.0 $409k 6.0k 67.75
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Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 0.0 $401k +23% 6.5k 61.94
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Nucor Corporation (NUE) 0.0 $400k +13% 2.3k 174.04
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Ge Healthcare Technologies I (GEHC) 0.0 $394k -15% 5.1k 77.32
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iShares Russell 2000 Value Index (IWN) 0.0 $382k -10% 2.5k 155.33
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Micron Technology (MU) 0.0 $377k 4.4k 85.34
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Xpo Logistics Inc equity (XPO) 0.0 $359k -49% 4.1k 87.59
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iShares Gold Trust (IAU) 0.0 $354k 9.1k 39.03
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iShares Dow Jones Transport. Avg. (IYT) 0.0 $354k -10% 1.4k 262.43
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Williams Companies (WMB) 0.0 $354k +12% 10k 34.83
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Otis Worldwide Corp (OTIS) 0.0 $344k 3.8k 89.47
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Blackstone Group Inc Com Cl A (BX) 0.0 $342k +19% 2.6k 130.92
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Park Hotels & Resorts Inc-wi (PK) 0.0 $337k -53% 22k 15.30
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iShares Dow Jones US Medical Dev. (IHI) 0.0 $323k 6.0k 53.97
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iShares S&P SmallCap 600 Index (IJR) 0.0 $319k 2.9k 108.24
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S&p Global (SPGI) 0.0 $319k -17% 724.00 440.52
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Analog Devices (ADI) 0.0 $317k 1.6k 198.56
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Kinder Morgan (KMI) 0.0 $314k -3% 18k 17.64
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SPDR Dow Jones Industrial Average ETF (DIA) 0.0 $313k 831.00 376.87
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SPDR S&P Dividend (SDY) 0.0 $310k -21% 2.5k 124.97
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Thermo Fisher Scientific (TMO) 0.0 $307k 579.00 530.79
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Schwab International Equity ETF (SCHF) 0.0 $300k +6% 8.1k 36.96
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SPDR DJ Wilshire Large Cap Growth (SPYG) 0.0 $292k 4.5k 65.06
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Dell Technologies (DELL) 0.0 $292k +18% 3.8k 76.50
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PPG Industries (PPG) 0.0 $286k 1.9k 149.55
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iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.0 $284k NEW 2.2k 126.60
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Wells Fargo & Company (WFC) 0.0 $280k 5.7k 49.22
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Hewlett Packard Enterprise (HPE) 0.0 $275k +18% 16k 16.98
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iShares Russell 3000 Value Index (IUSV) 0.0 $269k -7% 3.2k 84.33
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ResMed (RMD) 0.0 $261k -8% 1.5k 172.02
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Dupont De Nemours (DD) 0.0 $260k 3.4k 76.94
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Sempra Energy (SRE) 0.0 $258k +13% 3.5k 74.74
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Sanofi-Aventis SA (SNY) 0.0 $254k -7% 5.1k 49.73
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Ishares Tr usa min vo (USMV) 0.0 $251k 3.2k 78.03
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CSX Corporation (CSX) 0.0 $245k 7.1k 34.67
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Atmos Energy Corporation (ATO) 0.0 $244k -10% 2.1k 115.91
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CACI International (CACI) 0.0 $243k 750.00 323.86
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Vanguard REIT ETF (VNQ) 0.0 $242k 2.7k 88.36
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iShares Dow Jones US Healthcare (IYH) 0.0 $240k 840.00 286.11
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Vaneck Vectors Oil Services Etf ef (OIH) 0.0 $238k 770.00 309.52
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At&t (T) 0.0 $238k 14k 16.78
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Axon Enterprise (AXON) 0.0 $236k NEW 915.00 258.33
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Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.0 $235k 3.3k 70.34
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Midcap Spdr Trust Series 1 untsr1 0.0 $231k -9% 455.00 507.38
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Bank Of Montreal Cadcom (BMO) 0.0 $230k -16% 2.3k 98.94
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Schwab U S Broad Market ETF (SCHB) 0.0 $230k 4.1k 55.67
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Valero Energy Corporation (VLO) 0.0 $228k +6% 1.8k 130.02
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Graftech International (EAF) 0.0 $226k -8% 103k 2.19
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Vanguard Mid-Cap Value ETF (VOE) 0.0 $223k 1.5k 145.01
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iShares Russell 1000 Value Index (IWD) 0.0 $222k 1.3k 165.25
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Warner Bros. Discovery (WBD) 0.0 $221k +19% 20k 11.38
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Rio Tinto (RIO) 0.0 $219k -28% 2.9k 74.46
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Cabot Corporation (CBT) 0.0 $215k NEW 2.6k 83.50
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iShares S&P NA Tec. Semi. Idx (SOXX) 0.0 $213k NEW 370.00 576.10
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Vanguard High Dividend Yield ETF (VYM) 0.0 $211k NEW 1.9k 111.63
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Vanguard Industrials ETF (VIS) 0.0 $211k NEW 955.00 220.43
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Sandoz Group (SDZNY) 0.0 $209k NEW 6.5k 32.01
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iShares S&P 500 Growth Index (IVW) 0.0 $209k NEW 2.8k 75.10
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iShares S&P 500 Value Index (IVE) 0.0 $209k NEW 1.2k 173.89
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Yum! Brands (YUM) 0.0 $208k NEW 1.6k 130.66
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Invesco Water Resource Port (PHO) 0.0 $206k NEW 3.4k 60.86
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Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $205k NEW 221.00 927.08
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BlackRock (BLK) 0.0 $205k NEW 252.00 811.80
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Travelers Companies (TRV) 0.0 $202k NEW 1.1k 190.54
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Huntington Bancshares Incorporated (HBAN) 0.0 $154k 12k 12.72
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Cim Real Estate Finance Trust 0.0 $98k NEW 16k 6.31
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NuVista Energy (NUVSF) 0.0 $83k 10k 8.33
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Nokia Corporation (NOK) 0.0 $45k -44% 13k 3.42
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Dixie (DXYN) 0.0 $25k 33k 0.74
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American Lithium Corp (AMLI) 0.0 $12k 11k 1.10
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Tilt Hldgs (TLLTF) 0.0 $253.682500 -50% 11k 0.02
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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