Patten Group, Inc. Purchases in Q3 2025

Patten Group, Inc.

  • $494 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
973
New
$214.92 - $244.84 $209K - $238K
973 $235K
OXY
Occidental Petroleum Corp

Energy
4.91K
New
$42.54 - $48.1 $209K - $236K
4.91K $231K
PBF
Pbf Energy Inc.

Energy
7.63K
New
$21.68 - $33.56 $166K - $256K
7.63K $230K
NEE
Nextera Energy Inc

Utilities
611
+ 2.02%
$69.77 - $77.54 $42.6K - $47.4K
30.9K $2.33M
COIN
Coinbase Global, Inc.

Technology
673
New
$297.99 - $419.78 $201K - $283K
673 $227K
SYM
Symbotic Inc.

Financial Services
4.23K
New
$39.68 - $63.21 $168K - $267K
4.23K $227K
SOFI
So Fi Technologies, Inc.

Financial Services
8.58K
New
$17.64 - $29.81 $151K - $256K
8.58K $226K
GD
General Dynamics Corp

Industrials
636
New
$293.92 - $341.0 $187K - $217K
636 $216K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
1.77K
New
$104.48 - $122.3 $185K - $216K
1.77K $214K
TJX
Tjx Companies Inc

Consumer Cyclical
310
+ 3.9%
$121.35 - $144.54 $37.6K - $44.8K
8.26K $1.19M
VST
Vistra Corp.

Utilities
1.08K
New
$182.0 - $217.92 $196K - $235K
1.08K $211K
MS
Morgan Stanley

Financial Services
1.3K
New
$139.09 - $161.16 $180K - $209K
1.3K $206K
AZO
Autozone Inc

Consumer Cyclical
1
+ 0.29%
$3649.42 - $4354.54 $3.65K - $4.35K
342 $1.47M
WSO
Watsco Inc

Industrials
495
New
$381.94 - $489.97 $189K - $243K
495 $200K
GVI
Ishares Tr

ETFs
1.52K
+ 7.58%
$105.8 - $107.81 $161K - $164K
21.6K $2.32M
XOM
Exxon Mobil Corp

Energy
254
+ 0.88%
$105.83 - $117.22 $26.9K - $29.8K
29.2K $3.29M
AMD
Advanced Micro Devices Inc

Technology
161
+ 2.3%
$134.8 - $184.42 $21.7K - $29.7K
7.16K $1.16M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
440
+ 3.29%
$132.9 - $142.03 $58.5K - $62.5K
13.8K $1.95M
AMZN
Amazon Com Inc

Consumer Cyclical
727
+ 5.39%
$211.65 - $238.24 $154K - $173K
14.2K $3.12M
VRT
Vertiv Holdings CO

Industrials
1.87K
New
N/A
1.87K $162K
VO
Vanguard Mid Cap ETF

ETFs
83
+ 0.98%
$279.83 - $293.74 $23.2K - $24.4K
8.57K $2.52M
ADSK
Autodesk, Inc.

Technology
555
+ 6.9%
N/A
8.6K $2.11M
VOT
Vanguard Mid Cap Growth Index

ETFs
399
+ 35.91%
$282.75 - $294.19 $113K - $117K
1.51K $443K
CSM
Proshares Large Cap Core Plus

ETFs
607
+ 4.72%
$70.54 - $76.83 $42.8K - $46.6K
13.5K $1.03M
PHM
Pultegroup Inc

Consumer Cyclical
313
+ 10.2%
$108.0 - $141.42 $33.8K - $44.3K
3.38K $446K
DJP
Barclays Bank PLC

ETFs
3.54K
+ 19.03%
N/A
22.1K $714K
JPUS
Jpmorgan Diversified Return Us

ETFs
649
+ 13.3%
$117.71 - $125.02 $76.4K - $81.1K
5.53K $684K
C
Citigroup Inc

Financial Services
252
+ 5.32%
$85.57 - $103.49 $21.6K - $26.1K
4.99K $506K
VTV
Vanguard Value ETF

ETFs
315
+ 7.76%
$175.51 - $186.57 $55.3K - $58.8K
4.37K $815K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
4.89K
+ 12.68%
$16.46 - $17.1 $80.5K - $83.6K
43.5K $739K
IEF
Ishares Barclays

ETFs
925
+ 28.4%
$93.91 - $97.26 $86.9K - $90K
4.18K $403K
SO
Southern CO

Utilities
635
+ 12.53%
$90.83 - $96.0 $57.7K - $61K
5.7K $540K
ACWI
Ishares Msci Acwi ETF

ETFs
4
+ 0.05%
$128.32 - $138.41 $513 - $554
7.71K $1.07M
DUK
Duke Energy Corp

Utilities
24
+ 0.19%
$116.31 - $125.93 $2.79K - $3.02K
12.4K $1.53M
IBND
Spdr Bloomberg International C

ETFs
2.27K
+ 22.55%
$31.45 - $32.68 $71.4K - $74.2K
12.3K $398K
VZ
Verizon Communications Inc

Communication Services
1.14K
+ 4.19%
$40.84 - $45.06 $46.7K - $51.5K
28.4K $1.25M
XLU
Utilities Sector Spdr

ETFs
405
+ 6.84%
$81.14 - $87.32 $32.9K - $35.4K
6.33K $551K
TTEK
Tetra Tech Inc

Industrials
3.63K
+ 16.8%
$33.1 - $38.34 $120K - $139K
25.2K $842K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
199
+ 0.79%
$47.56 - $49.7 $9.46K - $9.89K
25.5K $1.26M
ATO
Atmos Energy Corp

Utilities
73
+ 3.16%
$151.51 - $170.75 $11.1K - $12.5K
2.38K $406K
PNFP
Pinnacle Financial Partners Inc

Financial Services
3.75K
+ 20.7%
$86.13 - $119.63 $323K - $449K
21.9K $2.05M
IWP
Ishares Russell Mid Cap Growth

ETFs
256
+ 11.31%
$137.51 - $145.26 $35.2K - $37.2K
2.52K $358K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
243
+ 2.51%
$59.61 - $63.09 $14.5K - $15.3K
9.93K $624K
MDT
Medtronic PLC

Healthcare
10
+ 0.21%
$87.67 - $95.74 $877 - $957
4.84K $460K
MO
Altria Group, Inc.

Consumer Defensive
21
+ 0.53%
$57.75 - $67.68 $1.21K - $1.42K
3.99K $263K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
251
+ 6.71%
$117.65 - $120.08 $29.5K - $30.1K
3.99K $476K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
76
+ 1.83%
$79.76 - $85.78 $6.06K - $6.52K
4.22K $357K
ROL
Rollins Inc

Consumer Cyclical
59
+ 0.8%
$55.05 - $58.74 $3.25K - $3.47K
7.47K $438K
PG
Procter & Gamble CO

Consumer Defensive
559
+ 4.58%
$150.47 - $161.22 $84.1K - $90.1K
12.8K $1.96M
Activity Summary
Buys All Purchases 129 New Holdings 38 Increased Positions 91 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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