Patten
Latest statistics and disclosures from Patten Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NVDA, KO, V, and represent 18.76% of Patten Group's stock portfolio.
- Added to shares of these 10 stocks: BIL, BSV, SUB, VCSH, AVGO, KVUE, IVV, JPST, IUSV, EMR.
- Started 14 new stock positions in FMB, IUSV, TEL, GE, IGSB, NFLX, EPI, CRWD, IEF, VGIT. GLDM, SRE, LH, IBMO.
- Reduced shares in these 10 stocks: , AAPL, NSC, NVDA, BLV, MSFT, IUSG, EL, IAU, V.
- Sold out of its positions in DD, QQQJ, IAU, DVY, TIP, IUSG, AIA, FLOT, HEEM, MAA.
- Patten Group was a net buyer of stock by $3.2M.
- Patten Group has $369M in assets under management (AUM), dropping by 10.09%.
- Central Index Key (CIK): 0001633207
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Patten Group holds 233 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) | 4.7 | $17M | -4% | 90k | 192.53 |
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Microsoft Corporation (MSFT) | 4.5 | $17M | -2% | 44k | 376.04 |
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NVIDIA Corporation (NVDA) | 3.6 | $13M | -4% | 27k | 495.21 |
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Coca-Cola Company (KO) | 3.1 | $11M | 194k | 58.93 |
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Visa Com Cl A (V) | 2.9 | $11M | -3% | 41k | 260.35 |
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Kimberly-Clark Corporation (KMB) | 2.0 | $7.5M | 62k | 121.51 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 1.8 | $6.7M | 22k | 303.18 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $6.6M | -3% | 14k | 475.31 |
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Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $6.4M | +10% | 13k | 477.63 |
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JPMorgan Chase & Co. (JPM) | 1.5 | $5.7M | 33k | 170.10 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $4.7M | +6% | 13k | 356.66 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.2 | $4.3M | 59k | 73.55 |
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Johnson & Johnson (JNJ) | 1.1 | $4.0M | 25k | 156.74 |
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Ishares Tr Shrt Nat Mun Etf (SUB) | 1.0 | $3.9M | +34% | 37k | 105.43 |
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Carrier Global Corporation (CARR) | 1.0 | $3.9M | 67k | 57.45 |
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Broadcom (AVGO) | 1.0 | $3.9M | +20% | 3.5k | 1116.29 |
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Eaton Corp SHS (ETN) | 1.0 | $3.8M | 16k | 240.82 |
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IDEXX Laboratories (IDXX) | 1.0 | $3.8M | 6.8k | 555.05 |
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Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $3.7M | -8% | 37k | 99.25 |
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Astrazeneca Sponsored Adr (AZN) | 1.0 | $3.6M | 54k | 67.35 |
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Xylem (XYL) | 1.0 | $3.6M | 31k | 114.36 |
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Cisco Systems (CSCO) | 1.0 | $3.5M | 70k | 50.52 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $3.4M | 24k | 139.69 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.9 | $3.4M | +22% | 67k | 50.23 |
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Pepsi (PEP) | 0.9 | $3.3M | 20k | 169.84 |
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Adobe Systems Incorporated (ADBE) | 0.9 | $3.3M | 5.5k | 596.60 |
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Linde SHS (LIN) | 0.9 | $3.3M | +4% | 7.9k | 410.71 |
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Raytheon Technologies Corp (RTX) | 0.9 | $3.1M | +6% | 37k | 84.14 |
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Exxon Mobil Corporation (XOM) | 0.8 | $3.1M | 31k | 99.98 |
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Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.8 | $3.1M | +8% | 115k | 26.91 |
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Chevron Corporation (CVX) | 0.8 | $3.1M | 21k | 149.16 |
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UnitedHealth (UNH) | 0.8 | $3.0M | -4% | 5.7k | 526.47 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $3.0M | 43k | 70.35 |
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Chubb (CB) | 0.8 | $2.9M | 13k | 226.00 |
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Alphabet Cap Stk Cl C (GOOG) | 0.8 | $2.8M | -2% | 20k | 140.93 |
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Merck & Co (MRK) | 0.7 | $2.7M | -2% | 25k | 109.02 |
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Invesco Actively Managed Etf S&p500 Downsid (PHDG) | 0.7 | $2.7M | +2% | 79k | 34.23 |
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Stryker Corporation (SYK) | 0.7 | $2.7M | +9% | 9.0k | 299.47 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $2.7M | 9.7k | 277.15 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.7 | $2.6M | +65% | 33k | 77.02 |
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Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $2.5M | +8% | 26k | 96.85 |
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Honeywell International (HON) | 0.7 | $2.5M | 12k | 209.71 |
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Vulcan Materials Company (VMC) | 0.6 | $2.3M | -5% | 10k | 227.00 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.6 | $2.3M | +49% | 30k | 77.37 |
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Nextera Energy (NEE) | 0.6 | $2.2M | -2% | 37k | 60.74 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.6 | $2.1M | +125% | 23k | 91.39 |
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Norfolk Southern (NSC) | 0.6 | $2.1M | -22% | 8.8k | 236.38 |
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Ishares Tr National Mun Etf (MUB) | 0.6 | $2.0M | -3% | 19k | 108.41 |
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Emerson Electric (EMR) | 0.5 | $2.0M | +37% | 21k | 97.33 |
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Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.5 | $2.0M | +6% | 40k | 50.52 |
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Qualcomm (QCOM) | 0.5 | $2.0M | -9% | 14k | 144.63 |
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.5 | $2.0M | -2% | 27k | 72.15 |
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Marriott Intl Cl A (MAR) | 0.5 | $1.9M | -4% | 8.6k | 225.51 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $1.9M | +2% | 8.3k | 232.64 |
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Lowe's Companies (LOW) | 0.5 | $1.9M | 8.7k | 222.55 |
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Kenvue (KVUE) | 0.5 | $1.9M | +50% | 89k | 21.53 |
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Ishares Tr Global Tech Etf (IXN) | 0.5 | $1.9M | 27k | 68.18 |
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Procter & Gamble Company (PG) | 0.5 | $1.8M | 12k | 146.54 |
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Ecolab (ECL) | 0.5 | $1.7M | 8.6k | 198.35 |
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Pinnacle Financial Partners (PNFP) | 0.5 | $1.7M | -7% | 19k | 87.22 |
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Vanguard Bd Index Fds Intermed Term (BIV) | 0.5 | $1.7M | +13% | 22k | 76.38 |
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Eli Lilly & Co. (LLY) | 0.5 | $1.7M | -2% | 2.9k | 582.92 |
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Northrop Grumman Corporation (NOC) | 0.4 | $1.7M | 3.5k | 468.19 |
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Canadian Natl Ry (CNI) | 0.4 | $1.7M | 13k | 125.63 |
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Truist Financial Corp equities (TFC) | 0.4 | $1.6M | -3% | 44k | 36.92 |
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Novartis Sponsored Adr (NVS) | 0.4 | $1.6M | 16k | 100.97 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $1.5M | 15k | 105.23 |
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Ishares Tr Expanded Tech (IGV) | 0.4 | $1.5M | -6% | 3.8k | 405.64 |
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J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) | 0.4 | $1.5M | +14% | 15k | 102.72 |
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International Business Machines (IBM) | 0.4 | $1.5M | +50% | 9.2k | 163.55 |
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.4 | $1.5M | +15% | 17k | 84.87 |
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Newmont Mining Corporation (NEM) | 0.4 | $1.5M | 36k | 41.39 |
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Amazon (AMZN) | 0.4 | $1.5M | +13% | 9.7k | 151.94 |
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Wal-Mart Stores (WMT) | 0.4 | $1.5M | -9% | 9.3k | 157.65 |
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Regions Financial Corporation (RF) | 0.4 | $1.5M | 76k | 19.38 |
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Ishares Tr Intrm Gov Cr Etf (GVI) | 0.4 | $1.5M | +22% | 14k | 104.76 |
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Diamondback Energy (FANG) | 0.4 | $1.4M | -3% | 9.3k | 155.08 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $1.4M | -11% | 26k | 56.14 |
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ConocoPhillips (COP) | 0.4 | $1.4M | +7% | 12k | 116.07 |
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Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.4 | $1.4M | -14% | 27k | 52.80 |
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Weyerhaeuser Co Mtn Be Com New (WY) | 0.4 | $1.4M | -2% | 40k | 34.77 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $1.4M | +31% | 17k | 82.04 |
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Colgate-Palmolive Company (CL) | 0.4 | $1.4M | 17k | 79.71 |
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At&t (T) | 0.4 | $1.4M | +5% | 81k | 16.78 |
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Danaher Corporation (DHR) | 0.4 | $1.3M | 5.8k | 231.35 |
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Autodesk (ADSK) | 0.4 | $1.3M | +59% | 5.4k | 243.48 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $1.3M | -2% | 8.2k | 157.80 |
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.3 | $1.3M | +2% | 75k | 16.86 |
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Alcon Ord Shs (ALC) | 0.3 | $1.3M | +10% | 16k | 78.07 |
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Duke Energy Corp Com New (DUK) | 0.3 | $1.2M | -12% | 13k | 97.04 |
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Enterprise Products Partners (EPD) | 0.3 | $1.2M | +2% | 46k | 26.35 |
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Phillips 66 (PSX) | 0.3 | $1.2M | 9.1k | 133.15 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $1.2M | 4.6k | 262.26 |
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First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.3 | $1.2M | +4% | 22k | 56.26 |
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Lockheed Martin Corporation (LMT) | 0.3 | $1.2M | +3% | 2.6k | 453.24 |
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Ishares Tr Eafe Value Etf (EFV) | 0.3 | $1.2M | -6% | 23k | 52.10 |
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Omni (OMC) | 0.3 | $1.2M | -11% | 13k | 86.51 |
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Aptiv SHS (APTV) | 0.3 | $1.1M | -17% | 13k | 89.72 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.1M | +6% | 9.9k | 111.63 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.1M | +4% | 6.5k | 170.40 |
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.3 | $1.1M | +43% | 26k | 41.99 |
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Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $1.1M | -7% | 14k | 79.22 |
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Nuveen Equity Premium Income Fund (BXMX) | 0.3 | $1.0M | 81k | 12.83 |
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Corning Incorporated (GLW) | 0.3 | $1.0M | -6% | 34k | 30.45 |
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TJX Companies (TJX) | 0.3 | $1.0M | -16% | 11k | 93.81 |
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Applied Materials (AMAT) | 0.3 | $1.0M | +3% | 6.2k | 162.08 |
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McDonald's Corporation (MCD) | 0.3 | $993k | -12% | 3.3k | 296.48 |
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Dollar General (DG) | 0.3 | $983k | -15% | 7.2k | 135.95 |
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Dominion Resources (D) | 0.3 | $976k | -2% | 21k | 47.00 |
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Nike CL B (NKE) | 0.3 | $966k | -6% | 8.9k | 108.57 |
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Sanofi Sponsored Adr (SNY) | 0.3 | $964k | +22% | 19k | 49.73 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $960k | +2% | 5.8k | 165.25 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $959k | +11% | 13k | 75.35 |
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American Water Works (AWK) | 0.3 | $940k | +6% | 7.1k | 131.99 |
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Home Depot (HD) | 0.3 | $932k | -5% | 2.7k | 346.51 |
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.2 | $912k | +2% | 19k | 48.32 |
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $892k | -4% | 11k | 79.34 |
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Spdr Gold Tr Gold Shs (GLD) | 0.2 | $881k | -4% | 4.6k | 191.17 |
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.2 | $872k | -6% | 24k | 36.98 |
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Five Below (FIVE) | 0.2 | $862k | +129% | 4.0k | 213.16 |
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Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $862k | +105% | 9.3k | 92.45 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $841k | +33% | 10k | 81.28 |
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Abbott Laboratories (ABT) | 0.2 | $834k | -3% | 7.6k | 110.07 |
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Williams Companies (WMB) | 0.2 | $832k | 24k | 34.83 |
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.2 | $799k | 19k | 42.41 |
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Veeva Sys Cl A Com (VEEV) | 0.2 | $789k | +26% | 4.1k | 192.52 |
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Dover Corporation (DOV) | 0.2 | $770k | 5.0k | 153.81 |
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Nxp Semiconductors N V (NXPI) | 0.2 | $766k | +3% | 3.3k | 229.65 |
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MDU Resources (MDU) | 0.2 | $761k | -22% | 38k | 19.80 |
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Intel Corporation (INTC) | 0.2 | $754k | 15k | 50.25 |
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Republic Services (RSG) | 0.2 | $749k | +2% | 4.5k | 164.91 |
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Global X Fds Internet Of Thng (SNSR) | 0.2 | $732k | -3% | 21k | 35.31 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $730k | -6% | 2.1k | 350.91 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $724k | -6% | 6.9k | 104.46 |
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Verizon Communications (VZ) | 0.2 | $720k | +6% | 19k | 37.70 |
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Enbridge (ENB) | 0.2 | $713k | +8% | 20k | 36.06 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $704k | -9% | 5.2k | 136.38 |
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Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $700k | -39% | 9.4k | 74.58 |
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Dow (DOW) | 0.2 | $694k | -3% | 13k | 54.84 |
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Ishares Tr Core High Dv Etf (HDV) | 0.2 | $663k | +2% | 6.5k | 101.99 |
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Prologis (PLD) | 0.2 | $653k | -2% | 4.9k | 133.30 |
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Knife River Corp Common Stock (KNF) | 0.2 | $639k | -2% | 9.7k | 66.18 |
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Ventas (VTR) | 0.2 | $628k | -18% | 13k | 49.84 |
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Ishares Tr Broad Usd High (USHY) | 0.2 | $616k | -4% | 17k | 36.35 |
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Palo Alto Networks (PANW) | 0.2 | $613k | -2% | 2.1k | 294.88 |
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Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $611k | +48% | 6.0k | 101.77 |
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Bank of America Corporation (BAC) | 0.2 | $610k | 18k | 33.67 |
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Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $596k | NEW | 7.1k | 84.33 |
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Constellation Brands Cl A (STZ) | 0.2 | $586k | -2% | 2.4k | 241.75 |
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Caterpillar (CAT) | 0.2 | $584k | 2.0k | 295.69 |
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $580k | +8% | 18k | 32.64 |
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Walgreen Boots Alliance (WBA) | 0.2 | $574k | -6% | 22k | 26.11 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $548k | -29% | 1.3k | 409.52 |
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Ishares Tr Ishares Biotech (IBB) | 0.1 | $541k | -10% | 4.0k | 135.85 |
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Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $531k | +13% | 9.1k | 58.45 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $500k | +2% | 6.4k | 78.03 |
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $499k | NEW | 9.7k | 51.66 |
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Ishares Tr Mbs Etf (MBB) | 0.1 | $496k | -33% | 5.3k | 94.08 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $494k | 5.6k | 88.36 |
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Bank Of Montreal Cadcom (BMO) | 0.1 | $493k | -3% | 5.0k | 98.94 |
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $487k | NEW | 8.2k | 59.32 |
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Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $483k | +21% | 28k | 17.34 |
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Select Sector Spdr Tr Communication (XLC) | 0.1 | $480k | +41% | 6.6k | 72.66 |
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Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $474k | 3.8k | 125.14 |
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Walt Disney Company (DIS) | 0.1 | $465k | -18% | 5.2k | 90.29 |
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Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.1 | $465k | -7% | 23k | 19.84 |
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Medtronic SHS (MDT) | 0.1 | $452k | -40% | 5.5k | 82.37 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $430k | -9% | 4.0k | 108.25 |
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Union Pacific Corporation (UNP) | 0.1 | $430k | 1.8k | 245.62 |
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American Express Company (AXP) | 0.1 | $427k | -2% | 2.3k | 187.34 |
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.1 | $415k | +20% | 4.6k | 89.81 |
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Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $411k | +3% | 9.0k | 45.69 |
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Southern Company (SO) | 0.1 | $401k | 5.7k | 70.12 |
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Ishares Silver Tr Ishares (SLV) | 0.1 | $398k | +30% | 18k | 21.78 |
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Ishares Tr Msci Lw Crb Tg (CRBN) | 0.1 | $393k | -19% | 2.4k | 165.47 |
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MetLife (MET) | 0.1 | $389k | -19% | 5.9k | 66.13 |
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Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $386k | 2.3k | 164.42 |
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Pulte (PHM) | 0.1 | $385k | -8% | 3.7k | 103.22 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $384k | 880.00 | 436.80 |
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Rollins (ROL) | 0.1 | $383k | 8.8k | 43.67 |
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Church & Dwight (CHD) | 0.1 | $380k | 4.0k | 94.56 |
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United Parcel Service CL B (UPS) | 0.1 | $378k | -25% | 2.4k | 157.23 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $375k | +8% | 1.6k | 237.22 |
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DNP Select Income Fund (DNP) | 0.1 | $372k | -26% | 44k | 8.48 |
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Vanguard Index Fds Value Etf (VTV) | 0.1 | $361k | +50% | 2.4k | 149.50 |
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Starbucks Corporation (SBUX) | 0.1 | $359k | +10% | 3.7k | 96.01 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $351k | +14% | 5.5k | 63.33 |
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Global X Fds Globx Supdv Us (DIV) | 0.1 | $350k | -29% | 20k | 17.18 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $343k | NEW | 6.7k | 51.27 |
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Stonex Group (SNEX) | 0.1 | $338k | +50% | 4.6k | 73.83 |
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Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $328k | NEW | 8.0k | 41.00 |
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Unum (UNM) | 0.1 | $327k | 7.2k | 45.22 |
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Indexiq Etf Tr Hedge Mlti Etf (QAI) | 0.1 | $317k | +4% | 11k | 30.10 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $315k | -37% | 3.0k | 104.00 |
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Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $311k | +4% | 4.2k | 73.57 |
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Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $307k | 685.00 | 448.18 |
|
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Carlisle Companies (CSL) | 0.1 | $307k | 981.00 | 312.43 |
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Ingevity (NGVT) | 0.1 | $304k | -18% | 6.4k | 47.22 |
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Blackrock Core Bd Tr Shs Ben Int (BHK) | 0.1 | $304k | 28k | 10.91 |
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Bj's Wholesale Club Holdings (BJ) | 0.1 | $304k | -10% | 4.6k | 66.66 |
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Host Hotels & Resorts (HST) | 0.1 | $297k | -31% | 15k | 19.47 |
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BlackRock (BLK) | 0.1 | $293k | -8% | 361.00 | 811.80 |
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Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $293k | 1.1k | 273.74 |
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Atmos Energy Corporation (ATO) | 0.1 | $290k | -16% | 2.5k | 115.90 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $289k | NEW | 1.1k | 255.32 |
|
Proshares Tr Large Cap Cre (CSM) | 0.1 | $288k | -18% | 5.2k | 54.77 |
|
First Tr Exchange Traded Us Eqty Oppt Etf (FPX) | 0.1 | $287k | 3.0k | 95.89 |
|
|
General Mills (GIS) | 0.1 | $287k | 4.4k | 65.14 |
|
|
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $283k | -27% | 1.4k | 200.71 |
|
Lauder Estee Cos Cl A (EL) | 0.1 | $282k | -58% | 1.9k | 146.25 |
|
Oracle Corporation (ORCL) | 0.1 | $282k | 2.7k | 105.43 |
|
|
Abbvie (ABBV) | 0.1 | $281k | -12% | 1.8k | 154.97 |
|
Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.1 | $272k | +11% | 5.2k | 52.69 |
|
Westrock (WRK) | 0.1 | $265k | -17% | 6.4k | 41.52 |
|
Ishares Tr Gnma Bond Etf (GNMA) | 0.1 | $256k | +3% | 5.8k | 44.25 |
|
Netflix (NFLX) | 0.1 | $249k | NEW | 512.00 | 486.88 |
|
Vanguard World Mega Grwth Ind (MGK) | 0.1 | $249k | 960.00 | 259.51 |
|
|
Ishares Tr Ibonds Dec 26 (IBMO) | 0.1 | $247k | NEW | 9.7k | 25.51 |
|
Select Sector Spdr Tr Energy (XLE) | 0.1 | $246k | -6% | 2.9k | 83.84 |
|
Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $245k | -3% | 2.9k | 85.53 |
|
Sempra Energy (SRE) | 0.1 | $243k | NEW | 3.3k | 74.73 |
|
Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $234k | NEW | 1.0k | 227.29 |
|
Apa Corporation (APA) | 0.1 | $232k | -5% | 6.5k | 35.88 |
|
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $231k | 744.00 | 310.88 |
|
|
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $229k | NEW | 2.4k | 96.39 |
|
World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $228k | NEW | 5.6k | 40.91 |
|
International Paper Company (IP) | 0.1 | $222k | 6.1k | 36.15 |
|
|
Te Connectivity SHS (TEL) | 0.1 | $220k | NEW | 1.6k | 140.50 |
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $218k | -10% | 1.2k | 178.81 |
|
Pfizer (PFE) | 0.1 | $212k | -57% | 7.4k | 28.79 |
|
General Electric Com New (GE) | 0.1 | $211k | NEW | 1.7k | 127.63 |
|
Bloom Energy Corp Com Cl A (BE) | 0.0 | $177k | -31% | 12k | 14.80 |
|
Dana Holding Corporation (DAN) | 0.0 | $161k | -31% | 11k | 14.61 |
|
Past Filings by Patten Group
SEC 13F filings are viewable for Patten Group going back to 2014
- Patten Group 2023 Q4 filed Jan. 10, 2024
- Patten Group 2023 Q3 filed Oct. 12, 2023
- Patten Group 2023 Q2 filed July 26, 2023
- Patten Group 2023 Q1 filed April 6, 2023
- Patten Group 2022 Q4 filed Feb. 10, 2023
- Patten Group 2022 Q3 filed Oct. 13, 2022
- Patten Group 2022 Q2 filed July 18, 2022
- Patten Group 2022 Q1 filed April 28, 2022
- Patten Group 2021 Q4 filed Jan. 20, 2022
- Patten Group 2021 Q3 filed Nov. 15, 2021
- Patten Group 2021 Q2 filed Aug. 3, 2021
- Patten Group 2021 Q1 filed April 23, 2021
- Patten Group 2020 Q4 filed Feb. 2, 2021
- Patten Group 2020 Q3 filed Oct. 19, 2020
- Patten Group 2020 Q2 filed July 20, 2020
- Patten Group 2020 Q1 filed April 16, 2020