Patten Group, Inc. Incresed Positions in Q3 2025

Patten Group, Inc.

  • $494 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TIP
Ishares Tr Tips Bd ETF

ETFs
28K
+ 123.1%
$109.11 - $111.88 $3.05M - $3.13M
50.7K $5.64M
GLDM
World Gold Trust

ETFs
15.7K
+ 46.59%
$64.73 - $76.45 $1.02M - $1.2M
49.4K $3.78M
GOOGL
Alphabet Inc.

Communication Services
59
+ 0.33%
$174.36 - $254.72 $10.3K - $15K
17.7K $4.31M
GOOG
Alphabet Inc.

Communication Services
373
+ 2.39%
$175.16 - $255.24 $65.3K - $95.2K
16K $3.89M
IEFA
Ishares Tr

ETFs
8.64K
+ 21.31%
$81.7 - $87.53 $706K - $756K
49.2K $4.29M
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.0%
$144.19 - $167.33 $144 - $167
37.6K $6.29M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7.56K
+ 59.58%
$102.4 - $103.88 $775K - $786K
20.3K $2.09M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.0%
$155.17 - $185.42 $155 - $185
22.4K $4.15M
URI
United Rentals, Inc.

Industrials
451
+ 35.74%
$774.14 - $975.23 $349K - $440K
1.71K $1.64M
ETN
Eaton Corp PLC

Industrials
1.07K
+ 7.34%
$342.99 - $392.76 $368K - $421K
15.7K $5.87M
DTH
Wisdomtree Tr

ETFs
8.73K
+ 31.95%
$46.13 - $49.9 $403K - $436K
36.1K $1.77M
WMT
Walmart Inc.

Consumer Defensive
3.72K
+ 16.23%
$94.4 - $104.27 $351K - $388K
26.6K $2.74M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.86K
+ 31.11%
$90.83 - $93.81 $442K - $456K
20.5K $1.91M
FANG
Diamondback Energy, Inc.

Energy
2.88K
+ 35.79%
$134.53 - $152.5 $387K - $438K
10.9K $1.56M
VMC
Vulcan Materials CO

Basic Materials
30
+ 0.32%
$260.62 - $307.62 $7.82K - $9.23K
9.37K $2.88M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.11K
+ 17.5%
$97.75 - $100.75 $402K - $414K
27.6K $2.77M
EFV
Msci Eafe Value ETF

ETFs
3.92K
+ 11.98%
$62.79 - $68.42 $246K - $268K
36.7K $2.49M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
4.34K
+ 170.72%
$93.1 - $110.49 $404K - $480K
6.89K $642K
QAI
Iq Hedge Multi Strategy Compos

ETFs
9.95K
+ 77.68%
$32.26 - $33.68 $321K - $335K
22.8K $765K
UBER
Uber Technologies, Inc

Technology
2.67K
+ 17.26%
$86.91 - $99.57 $232K - $266K
18.2K $1.78M
PSX
Phillips 66

Energy
1.5K
+ 19.6%
$118.37 - $139.46 $177K - $209K
9.13K $1.24M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.36K
+ 6.4%
$66.38 - $71.68 $157K - $169K
39.2K $2.8M
VLO
Valero Energy Corp

Energy
1.54K
+ 99.29%
$131.77 - $175.63 $203K - $270K
3.09K $525K
SCHP
Schwab Strategic Us Tips ETF

ETFs
11K
+ 14.53%
$26.44 - $27.1 $290K - $297K
86.4K $2.33M
PVAL
Putnam ETF Tr Putnam Focused L
6.06K
+ 30.19%
$39.93 - $42.72 $242K - $259K
26.1K $1.12M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
13K
+ 91.55%
$22.64 - $23.22 $295K - $303K
27.3K $631K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.6K
+ 20.57%
$87.29 - $93.61 $227K - $243K
15.2K $1.42M
GLD
Spdr Gold Trust

ETFs
29
+ 0.52%
$300.96 - $355.47 $8.73K - $10.3K
5.59K $1.99M
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.33K
+ 10.68%
$46.37 - $47.77 $247K - $255K
55.3K $2.63M
VEEV
Veeva Systems Inc

Healthcare
676
+ 9.64%
$269.2 - $297.91 $182K - $201K
7.69K $2.29M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.19K
+ 12.99%
$76.16 - $78.59 $243K - $250K
27.7K $2.16M
PANW
Palo Alto Networks Inc

Technology
1.3K
+ 18.01%
$167.06 - $208.19 $217K - $270K
8.49K $1.73M
RSP
Invesco S&P 500 Equal Weight E

ETFs
969
+ 12.18%
$181.56 - $190.33 $176K - $184K
8.93K $1.69M
FPX
First Trust Us Equity Opportun

ETFs
1.1K
+ 36.4%
$141.57 - $166.21 $155K - $182K
4.11K $682K
HST
Host Hotels & Resorts, Inc.

Real Estate
10.9K
+ 30.76%
$15.27 - $17.68 $167K - $193K
46.5K $791K
XLC
Select Sector Spdr Tr Communic

ETFs
432
+ 2.26%
$105.99 - $119.41 $45.8K - $51.6K
19.5K $2.31M
NEE
Nextera Energy Inc

Utilities
611
+ 2.02%
$69.77 - $77.54 $42.6K - $47.4K
30.9K $2.33M
TJX
Tjx Companies Inc

Consumer Cyclical
310
+ 3.9%
$121.35 - $144.54 $37.6K - $44.8K
8.26K $1.19M
AZO
Autozone Inc

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