Patten Group, Inc. Incresed Positions in Q2 2025

Patten Group, Inc.

  • $460 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
129
+ 0.36%
$146.29 - $275.65 $18.9K - $35.6K
35.9K $9.9M
BAC
Bank Of America Corp

Financial Services
53.7K
+ 531.63%
$34.39 - $47.46 $1.85M - $2.55M
63.8K $3.02M
TIP
Ishares Tr Tips Bd ETF

ETFs
9.69K
+ 74.33%
$107.93 - $110.97 $1.05M - $1.07M
22.7K $2.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
172
+ 3.3%
$321.63 - $509.31 $55.3K - $87.6K
5.38K $2.74M
SCHP
Schwab Strategic Us Tips ETF

ETFs
34K
+ 82.0%
$26.18 - $26.93 $890K - $915K
75.4K $2.01M
AZN
Astrazeneca PLC

Healthcare
14.5K
+ 27.91%
$64.87 - $75.0 $941K - $1.09M
66.5K $4.65M
EFG
Msci Eafe Growth ETF

ETFs
2.81K
+ 9.36%
$89.8 - $112.0 $252K - $314K
32.8K $3.67M
GLDM
World Gold Trust

ETFs
8.84K
+ 35.56%
$58.96 - $67.97 $521K - $601K
33.7K $2.21M
IDXX
Idexx Laboratories Inc

Healthcare
15
+ 0.28%
$361.04 - $536.34 $5.42K - $8.05K
5.31K $2.85M
NEM
Newmont Corp

Basic Materials
1.98K
+ 4.29%
$44.18 - $59.46 $87.3K - $117K
48K $2.79M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.23K
+ 16.52%
$54.19 - $67.22 $283K - $351K
36.9K $2.48M
UBER
Uber Technologies, Inc

Technology
3.21K
+ 26.13%
$64.62 - $93.3 $207K - $299K
15.5K $1.44M
IEFA
Ishares Tr

ETFs
2.94K
+ 7.82%
$67.83 - $84.09 $199K - $247K
40.5K $3.38M
VEEV
Veeva Systems Inc

Healthcare
603
+ 9.41%
$209.39 - $289.94 $126K - $175K
7.01K $2.02M
RTX
Raytheon Technologies Corp

Industrials
37
+ 0.1%
$113.75 - $148.48 $4.21K - $5.49K
37.6K $5.49M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.41K
+ 23.33%
$82.21 - $83.12 $445K - $449K
28.6K $2.37M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.17K
+ 16.15%
$51.14 - $57.0 $418K - $466K
58.7K $3.34M
DTH
Wisdomtree Tr

ETFs
7.9K
+ 40.64%
$37.84 - $46.83 $299K - $370K
27.3K $1.27M
NFLX
Netflix Inc

Communication Services
45
+ 5.25%
$855.86 - $1339.13 $38.5K - $60.3K
902 $1.21M
HST
Host Hotels & Resorts, Inc.

Real Estate
22.3K
+ 168.78%
$12.7 - $16.07 $284K - $359K
35.6K $546K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.88K
+ 8.35%
$91.43 - $91.74 $355K - $356K
50.3K $4.61M
EFV
Msci Eafe Value ETF

ETFs
3.44K
+ 11.76%
$52.4 - $64.65 $180K - $223K
32.7K $2.08M
VO
Vanguard Mid Cap ETF

ETFs
657
+ 8.39%
$228.54 - $279.83 $150K - $184K
8.48K $2.37M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
3.5K
+ 37.64%
$99.1 - $99.49 $347K - $348K
12.8K $1.27M
JCPB
J P Morgan Exchange Traded Fd

ETFs
6.63K
+ 15.31%
$45.9 - $47.2 $304K - $313K
49.9K $2.35M
T
At&T Inc.

Communication Services
8.68K
+ 9.32%
$26.33 - $28.94 $228K - $251K
102K $2.94M
NEAR
Blackrock Short Maturity Bond

ETFs
5.29K
+ 9.63%
$50.41 - $51.17 $267K - $271K
60.2K $3.08M
GVI
Ishares Tr

ETFs
2.27K
+ 12.79%
$104.82 - $106.79 $238K - $243K
20K $2.14M
SYK
Stryker Corp

Healthcare
3
+ 0.03%
$337.37 - $395.63 $1.01K - $1.19K
9.34K $3.7M
GLW
Corning Inc

Technology
48
+ 0.15%
$39.07 - $52.59 $1.88K - $2.52K
31.1K $1.64M
NOC
Northrop Grumman Corp

Industrials
485
+ 15.35%
$456.3 - $540.39 $221K - $262K
3.64K $1.82M
CAT
Caterpillar Inc

Industrials
163
+ 8.84%
$273.94 - $388.21 $44.7K - $63.3K
2.01K $778K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.87K
+ 4.38%
$77.74 - $78.78 $145K - $147K
44.4K $3.5M
ECL
Ecolab Inc.

Basic Materials
142
+ 1.83%
$225.65 - $270.95 $32K - $38.5K
7.9K $2.13M
PVAL
Putnam ETF Tr Putnam Focused L
3.09K
+ 18.16%
$33.6 - $40.23 $104K - $124K
20.1K $807K
TTEK
Tetra Tech Inc

Industrials
503
+ 2.38%
$28.01 - $36.25 $14.1K - $18.2K
21.6K $777K
VTI
Vanguard Total Stock Market Et

ETFs
334
+ 22.55%
$243.75 - $303.93 $81.4K - $102K
1.82K $551K
JPUS
Jpmorgan Diversified Return Us

ETFs
1.11K
+ 29.6%
$102.8 - $118.19 $115K - $132K
4.88K $576K
SLV
I Shares Silver Trust

ETFs
2.67K
+ 9.08%
$27.08 - $33.74 $72.3K - $90.1K
32.1K $1.05M
ACWI
Ishares Msci Acwi ETF

ETFs
385
+ 5.26%
$103.59 - $128.6 $39.9K - $49.5K
7.71K $991K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.32K
+ 5.97%
$96.84 - $99.46 $128K - $132K
23.5K $2.33M
DOV
Dover Corp

Industrials
516
+ 9.15%
$151.14 - $186.7 $78K - $96.3K
6.15K $1.13M
XLU
Utilities Sector Spdr

ETFs
1.53K
+ 34.87%
$73.09 - $82.77 $112K - $127K
5.92K $483K
GE
General Electric CO

Industrials
157
+ 9.49%
$166.81 - $257.39 $26.2K - $40.4K
1.81K $466K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
472
+ 3.77%
$75.29 - $91.16 $35.5K - $43K
13K $1.17M
EFA
Ishares Tr Msci Eafe ETF

ETFs
282
+ 2.29%
$72.96 - $90.39 $20.6K - $25.5K
12.6K $1.13M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1K
+ 1.6%
$77.94 - $79.5 $78K - $79.6K
63.4K $5.04M
RSP
Invesco S&P 500 Equal Weight E

ETFs
234
+ 3.03%
$152.93 - $181.74 $35.8K - $42.5K
7.96K $1.45M
ATO
Atmos Energy Corp

Utilities
645
+ 38.81%
$145.06 - $162.66 $93.6K - $105K
2.31K $355K
Activity Summary
Buys All Purchases 112 New Holdings 13 Increased Positions 99 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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