Patton Albertson & Miller

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Portfolio Holdings for Patton Albertson Miller Group

Patton Albertson Miller Group holds 214 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 4.7 $32M +3% 294k 108.38
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Ishares Tr Core S&p500 Etf (IVV) 4.0 $27M +42% 49k 561.90
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Apple (AAPL) 3.9 $26M -2% 119k 222.13
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Ishares Tr Core S&p Ttl Stk (ITOT) 3.8 $25M -3% 207k 122.01
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Ishares Tr U.s. Tech Etf (IYW) 2.1 $14M +28% 103k 140.44
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Microsoft Corporation (MSFT) 1.9 $13M +21% 35k 375.39
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Covenant Logistics Group Cl A (CVLG) 1.9 $13M +100% 576k 22.20
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Meta Platforms Cl A (META) 1.8 $12M -6% 21k 576.36
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JPMorgan Chase & Co. (JPM) 1.6 $11M -12% 45k 245.30
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.6 $11M +8% 115k 92.83
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Broadcom (AVGO) 1.5 $10M -5% 60k 167.43
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McKesson Corporation (MCK) 1.4 $9.6M -19% 14k 672.99
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Kla Corp Com New (KLAC) 1.4 $9.6M -9% 14k 679.80
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Blackrock Etf Trust Ishares Us Equit (DYNF) 1.4 $9.6M +124% 196k 48.76
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.3 $9.1M -13% 103k 88.00
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Cisco Systems (CSCO) 1.3 $8.8M -16% 142k 61.71
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Alphabet Cap Stk Cl A (GOOGL) 1.3 $8.6M -7% 56k 154.64
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Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $8.4M 31k 274.84
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Fiserv (FI) 1.2 $8.4M -20% 38k 220.83
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Ishares Tr Core 80/20 Aggre (AOA) 1.2 $8.3M 109k 76.50
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Wal-Mart Stores (WMT) 1.2 $8.2M -15% 93k 87.79
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United Rentals (URI) 1.2 $8.0M -13% 13k 626.70
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Quanta Services (PWR) 1.2 $8.0M -14% 32k 254.18
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Coca-Cola Company (KO) 1.2 $8.0M -2% 111k 71.62
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Vanguard World Inf Tech Etf (VGT) 1.2 $7.8M +2% 14k 542.38
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Goldman Sachs (GS) 1.1 $7.6M -16% 14k 546.29
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Ishares Tr Msci Intl Qualty (IQLT) 1.1 $7.5M -5% 188k 39.69
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Wabtec Corporation (WAB) 1.1 $7.2M -18% 40k 181.35
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Danaher Corporation (DHR) 1.1 $7.1M -18% 35k 205.00
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Mastercard Incorporated Cl A (MA) 1.0 $6.8M -19% 12k 548.12
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Pulte (PHM) 1.0 $6.7M -15% 65k 102.80
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Roper Industries (ROP) 1.0 $6.7M -17% 11k 589.57
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Ameriprise Financial (AMP) 1.0 $6.7M -18% 14k 484.12
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Home Depot (HD) 1.0 $6.6M 18k 366.50
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Chevron Corporation (CVX) 0.9 $6.3M -25% 38k 167.29
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Vanguard Bd Index Fds Intermed Term (BIV) 0.9 $6.3M NEW 82k 76.57
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Lowe's Companies (LOW) 0.9 $6.1M -17% 26k 233.23
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Darden Restaurants (DRI) 0.9 $5.8M -30% 28k 207.76
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Stryker Corporation (SYK) 0.8 $5.7M -26% 15k 372.25
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Travelers Companies (TRV) 0.8 $5.6M -18% 21k 264.46
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Cummins (CMI) 0.8 $5.5M -27% 18k 313.44
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Allstate Corporation (ALL) 0.8 $5.5M -31% 27k 207.07
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Thermo Fisher Scientific (TMO) 0.8 $5.5M -24% 11k 497.60
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Valero Energy Corporation (VLO) 0.8 $5.3M -26% 40k 132.07
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Public Service Enterprise (PEG) 0.8 $5.2M -24% 63k 82.30
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International Business Machines (IBM) 0.8 $5.1M -22% 21k 248.65
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Union Pacific Corporation (UNP) 0.8 $5.1M -30% 22k 236.24
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Applied Materials (AMAT) 0.7 $5.0M +3% 35k 145.12
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Ishares Tr Core 60/40 Balan (AOR) 0.7 $4.8M +3% 83k 57.57
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $4.7M 8.8k 532.58
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Ishares Tr S&p 100 Etf (OEF) 0.7 $4.7M NEW 17k 270.83
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T Rowe Price Etf Cap Appreciation (TCAF) 0.7 $4.6M +33% 142k 32.28
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Johnson & Johnson (JNJ) 0.7 $4.5M -3% 27k 165.84
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Abbvie (ABBV) 0.6 $4.3M -3% 20k 209.52
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Bank of America Corporation (BAC) 0.6 $4.2M -33% 102k 41.73
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DTE Energy Company (DTE) 0.6 $4.2M -34% 31k 138.27
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Select Sector Spdr Tr Financial (XLF) 0.6 $4.2M 84k 49.81
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Target Corporation (TGT) 0.6 $4.1M -15% 40k 104.36
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.6 $4.1M NEW 20k 210.94
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Alphabet Cap Stk Cl C (GOOG) 0.6 $3.9M 25k 156.23
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Select Sector Spdr Tr Technology (XLK) 0.6 $3.8M +14% 19k 206.48
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Merck & Co (MRK) 0.6 $3.8M -35% 42k 89.76
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Adobe Systems Incorporated (ADBE) 0.6 $3.7M -27% 9.7k 383.53
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Visa Com Cl A (V) 0.5 $3.6M -3% 10k 350.46
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Incyte Corporation (INCY) 0.5 $3.6M -32% 59k 60.55
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Hp (HPQ) 0.5 $3.5M -32% 127k 27.69
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Procter & Gamble Company (PG) 0.5 $3.5M -5% 21k 170.42
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Dover Corporation (DOV) 0.5 $3.5M 20k 175.68
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Verizon Communications (VZ) 0.5 $3.5M -38% 77k 45.36
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Cbre Group Cl A (CBRE) 0.5 $3.5M NEW 27k 130.78
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Amazon (AMZN) 0.5 $3.5M -3% 18k 190.26
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Walt Disney Company (DIS) 0.5 $3.4M -35% 34k 98.70
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Sherwin-Williams Company (SHW) 0.5 $3.3M NEW 9.5k 349.19
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Constellation Brands Cl A (STZ) 0.5 $3.3M -30% 18k 183.52
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Ishares Tr Core Msci Eafe (IEFA) 0.5 $3.1M -8% 41k 75.65
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Ishares Tr Eafe Grwth Etf (EFG) 0.5 $3.1M -6% 31k 100.00
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Ishares Tr Us Infrastruc (IFRA) 0.5 $3.0M -5% 68k 45.07
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Ishares Tr National Mun Etf (MUB) 0.4 $3.0M 29k 105.44
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LKQ Corporation (LKQ) 0.4 $2.8M -38% 65k 42.54
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $2.7M +113% 5.3k 513.91
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.7M -5% 4.8k 559.39
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Match Group (MTCH) 0.4 $2.6M -40% 83k 31.20
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $2.6M -7% 13k 193.99
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Pepsi (PEP) 0.4 $2.4M -2% 16k 149.94
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Watts Water Technologies Cl A (WTS) 0.3 $2.0M -21% 10k 203.92
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Ishares Core Msci Emkt (IEMG) 0.3 $2.0M -10% 37k 53.97
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Ishares Tr Investment Grade (IGEB) 0.3 $1.9M +29% 42k 45.01
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Ishares Tr Core 40/60 Moder (AOM) 0.3 $1.9M 43k 43.88
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $1.8M 4.3k 419.88
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Caterpillar (CAT) 0.3 $1.8M 5.3k 329.80
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Bunge Global Sa Com Shs (BG) 0.3 $1.7M -45% 22k 76.42
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Deere & Company (DE) 0.2 $1.7M 3.5k 469.35
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Abbott Laboratories (ABT) 0.2 $1.6M -4% 12k 132.65
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Exxon Mobil Corporation (XOM) 0.2 $1.6M -13% 14k 118.93
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Mondelez Intl Cl A (MDLZ) 0.2 $1.5M -4% 23k 67.85
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $1.5M +143% 17k 91.03
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UnitedHealth (UNH) 0.2 $1.5M 2.8k 523.75
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McDonald's Corporation (MCD) 0.2 $1.5M -16% 4.7k 312.35
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Cincinnati Financial Corporation (CINF) 0.2 $1.5M -13% 9.9k 147.72
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Pinnacle Financial Partners (PNFP) 0.2 $1.4M 14k 106.04
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $1.4M -7% 34k 41.13
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Ishares Tr Tips Bd Etf (TIP) 0.2 $1.4M -9% 12k 111.09
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Ishares Tr Core Total Usd (IUSB) 0.2 $1.3M +514% 28k 46.08
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Graphic Packaging Holding Company (GPK) 0.2 $1.2M -11% 48k 25.96
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World Acceptance (WRLD) 0.2 $1.2M 9.8k 126.55
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Amgen (AMGN) 0.2 $1.2M 3.9k 311.55
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $1.2M 7.1k 170.90
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Ishares Tr S&p 500 Val Etf (IVE) 0.2 $1.2M -2% 6.1k 190.58
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CVS Caremark Corporation (CVS) 0.2 $1.1M -11% 16k 67.75
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Aptiv Com Shs (APTV) 0.2 $1.1M -49% 18k 59.50
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Ishares Tr Us Consum Discre (IYC) 0.2 $1.1M -7% 12k 88.33
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.1M 8.2k 128.96
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Anthem (ELV) 0.2 $1.0M 2.4k 434.96
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Vaneck Etf Trust Morningstar Smid (SMOT) 0.2 $1.0M -4% 31k 32.79
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Global Payments (GPN) 0.1 $993k -3% 10k 97.92
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Wells Fargo & Company (WFC) 0.1 $990k 14k 71.79
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Southern Company (SO) 0.1 $984k -16% 11k 91.95
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Truist Financial Corp equities (TFC) 0.1 $983k -20% 24k 41.15
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Costco Wholesale Corporation (COST) 0.1 $965k 1.0k 945.78
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Vanguard Index Fds Growth Etf (VUG) 0.1 $956k +20% 2.6k 370.82
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Morgan Stanley Com New (MS) 0.1 $940k 8.1k 116.67
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Qualcomm (QCOM) 0.1 $919k -13% 6.0k 153.61
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Ishares Tr Core High Dv Etf (HDV) 0.1 $864k -19% 7.1k 121.12
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Norfolk Southern (NSC) 0.1 $849k -4% 3.6k 236.85
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Eaton Corp SHS (ETN) 0.1 $794k -4% 2.9k 271.83
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $790k -58% 1.7k 468.92
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Colgate-Palmolive Company (CL) 0.1 $776k -6% 8.3k 93.69
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Eli Lilly & Co. (LLY) 0.1 $752k 910.00 825.91
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SEI Investments Company (SEIC) 0.1 $749k 9.7k 77.63
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Select Sector Spdr Tr Indl (XLI) 0.1 $745k 5.7k 131.07
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $732k 9.3k 78.85
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $715k -7% 7.6k 93.66
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Spdr Ser Tr S&p Semicndctr (XSD) 0.1 $696k 3.5k 200.77
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Moody's Corporation (MCO) 0.1 $691k -11% 1.5k 465.69
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Fortive (FTV) 0.1 $632k -2% 8.6k 73.18
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Emerson Electric (EMR) 0.1 $628k -20% 5.7k 109.64
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ConocoPhillips (COP) 0.1 $624k 5.9k 105.02
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Kimberly-Clark Corporation (KMB) 0.1 $611k -29% 4.3k 142.22
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $606k 28k 21.53
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $584k 6.0k 97.48
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Nxp Semiconductors N V (NXPI) 0.1 $567k 3.0k 190.06
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Altria (MO) 0.1 $567k -16% 9.4k 60.02
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Novartis Sponsored Adr (NVS) 0.1 $553k -8% 5.0k 111.48
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Pfizer (PFE) 0.1 $552k +5% 22k 25.34
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Texas Instruments Incorporated (TXN) 0.1 $538k 3.0k 179.70
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $536k -4% 19k 27.96
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $523k 9.0k 58.35
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Freeport-mcmoran CL B (FCX) 0.1 $513k 14k 37.86
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Veralto Corp Com Shs (VLTO) 0.1 $511k 5.2k 97.45
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Vanguard Index Fds Value Etf (VTV) 0.1 $490k 2.8k 172.74
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Duke Energy Corp Com New (DUK) 0.1 $487k -13% 4.0k 121.97
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Ishares Tr Global Tech Etf (IXN) 0.1 $485k 6.4k 75.74
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Marvell Technology (MRVL) 0.1 $453k -2% 7.4k 61.57
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Vanguard World Utilities Etf (VPU) 0.1 $448k 2.6k 170.81
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Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.1 $447k -15% 8.9k 50.12
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $433k -14% 4.8k 90.55
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Paychex (PAYX) 0.1 $417k 2.7k 154.28
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $401k 1.3k 306.74
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $394k 11k 35.65
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Spdr Gold Tr Gold Shs (GLD) 0.1 $394k 1.4k 288.14
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Coca-cola Europacific Partne SHS (CCEP) 0.1 $390k 4.5k 87.03
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CSX Corporation (CSX) 0.1 $375k 13k 29.43
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Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $375k 10k 36.29
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $374k -5% 3.6k 104.56
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Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $373k 12k 30.14
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $356k 668.00 533.48
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Novo-nordisk A S Adr (NVO) 0.1 $356k -6% 5.1k 69.44
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TJX Companies (TJX) 0.1 $351k -5% 2.9k 121.80
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Analog Devices (ADI) 0.1 $349k -6% 1.7k 201.67
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United Bankshares (UBSI) 0.1 $348k NEW 10k 34.67
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Fastenal Company (FAST) 0.1 $343k 4.4k 77.55
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Ishares Silver Tr Ishares (SLV) 0.1 $338k 11k 30.99
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $322k 6.3k 50.83
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Tesla Motors (TSLA) 0.0 $319k +12% 1.2k 259.16
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $318k 880.00 361.09
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Oracle Corporation (ORCL) 0.0 $311k -11% 2.2k 139.81
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John Marshall Ban (JMSB) 0.0 $310k 19k 16.52
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PNC Financial Services (PNC) 0.0 $307k 1.7k 175.77
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $300k 6.6k 45.26
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Enterprise Products Partners (EPD) 0.0 $294k 8.6k 34.14
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Bristol Myers Squibb (BMY) 0.0 $290k 4.8k 60.99
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National Fuel Gas (NFG) 0.0 $289k 3.7k 79.19
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.0 $277k 11k 24.24
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Flexshares Tr M Star Dev Mkt (TLTD) 0.0 $277k -11% 3.7k 74.81
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Yum! Brands (YUM) 0.0 $272k 1.7k 157.36
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Raytheon Technologies Corp (RTX) 0.0 $268k 2.0k 132.46
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $265k -9% 10k 26.20
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Automatic Data Processing (ADP) 0.0 $263k 861.00 305.53
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Proshares Tr Invt Int Rt Hg (IGHG) 0.0 $261k -10% 3.4k 76.89
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BP Sponsored Adr (BP) 0.0 $256k -5% 7.6k 33.79
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $256k 1.5k 166.00
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At&t (T) 0.0 $252k -38% 8.9k 28.28
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Centene Corporation (CNC) 0.0 $249k 4.1k 60.71
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $245k -38% 2.5k 98.92
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Ishares U S Etf Tr Short Duration B (NEAR) 0.0 $239k NEW 4.7k 50.87
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Johnson Ctls Intl SHS (JCI) 0.0 $237k 3.0k 80.11
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Cadence Bank (CADE) 0.0 $233k 7.7k 30.36
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Comcast Corp Cl A (CMCSA) 0.0 $221k -49% 6.0k 36.90
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eBay (EBAY) 0.0 $220k 3.2k 67.73
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $217k 837.00 258.62
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $216k 3.5k 62.10
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Baxter International (BAX) 0.0 $210k NEW 6.1k 34.23
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Phillips 66 (PSX) 0.0 $210k NEW 1.7k 123.48
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SYSCO Corporation (SYY) 0.0 $209k -30% 2.8k 75.04
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Synovus Finl Corp Com New (SNV) 0.0 $208k -7% 4.5k 46.74
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AFLAC Incorporated (AFL) 0.0 $207k NEW 1.9k 111.18
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $207k 2.5k 81.67
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American Express Company (AXP) 0.0 $206k -10% 765.00 269.05
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Select Sector Spdr Tr Energy (XLE) 0.0 $204k NEW 2.2k 93.45
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Aon Shs Cl A (AON) 0.0 $202k NEW 507.00 399.09
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American Tower Reit (AMT) 0.0 $202k NEW 928.00 217.60
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Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $135k 19k 7.05
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Ready Cap Corp Com reit (RC) 0.0 $54k -44% 11k 5.09
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Credit Suisse High Yield Bd Sh Ben Int (DHY) 0.0 $32k 15k 2.12
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Past Filings by Patton Albertson Miller Group

SEC 13F filings are viewable for Patton Albertson Miller Group going back to 2010

View all past filings