Patten Group, Inc. Incresed Positions in Q3 2024

Patten Group, Inc.

  • $440 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
6.95K
+ 548.46%
$128.67 - $183.96 $894K - $1.28M
8.22K $1.35M
JEPI
J P Morgan Exchange Traded Fd

ETFs
17.3K
+ 62.89%
$54.98 - $59.51 $950K - $1.03M
44.8K $2.66M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
40.6K
+ 119.68%
$16.42 - $18.12 $667K - $736K
74.6K $1.35M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.32K
+ 25.65%
$76.94 - $79.54 $640K - $662K
40.8K $3.24M
SUB
Ishares Short Term National Mu

ETFs
6.25K
+ 18.75%
$104.3 - $106.3 $652K - $664K
39.6K $4.2M
V
Visa Inc.

Financial Services
713
+ 1.73%
$253.74 - $291.56 $181K - $208K
42K $11.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.11K
+ 4.77%
$332.02 - $382.76 $370K - $426K
24.5K $9.19M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.8K
+ 30.27%
$91.42 - $91.82 $622K - $624K
29.3K $2.69M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
14.1K
+ 15.15%
$36.86 - $39.26 $518K - $552K
107K $4.08M
ORCL
Oracle Corp

Technology
2.87K
+ 69.83%
$125.9 - $170.35 $361K - $489K
6.98K $1.19M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.61K
+ 121.81%
$217.89 - $392.15 $570K - $1.03M
4.76K $1.34M
UNH
Unitedhealth Group Inc

Healthcare
139
+ 2.51%
$488.01 - $604.18 $67.8K - $84K
5.68K $3.32M
NEAR
Blackrock Short Maturity Bond

ETFs
8.56K
+ 24.27%
$50.09 - $51.31 $429K - $439K
43.8K $2.25M
AVGO
Broadcom Inc.

Technology
32K
+ 899.02%
$136.27 - $1745.86 $4.36M - $55.8M
35.5K $6.13M
CSCO
Cisco Systems, Inc.

Technology
166
+ 0.24%
$44.74 - $53.22 $7.43K - $8.83K
70.1K $3.73M
IVV
Ishares Core S&P 500 ETF

ETFs
19
+ 0.14%
$520.18 - $576.82 $9.88K - $11K
13.4K $7.71M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.14K
+ 12.11%
$76.38 - $78.87 $316K - $327K
38.3K $3.02M
IXN
Ishares Global Information Tec

ETFs
4.86K
+ 17.03%
$73.0 - $87.81 $355K - $427K
33.4K $2.76M
ACN
Accenture PLC

Technology
621
+ 20.2%
$295.44 - $355.81 $183K - $221K
3.7K $1.31M
MAA
Mid America Apartment Communities Inc.

Real Estate
1.87K
+ 39.77%
$138.8 - $166.65 $259K - $311K
6.56K $1.04M
LMT
Lockheed Martin Corp

Industrials
126
+ 5.11%
$460.3 - $584.56 $58K - $73.7K
2.59K $1.52M
XLC
Select Sector Spdr Tr Communic

ETFs
3.5K
+ 37.97%
$82.16 - $90.4 $288K - $316K
12.7K $1.15M
JCPB
J P Morgan Exchange Traded Fd

ETFs
6.24K
+ 25.66%
$45.87 - $48.53 $286K - $303K
30.6K $1.47M
T
At&T Inc.

Communication Services
3.83K
+ 4.24%
$18.21 - $22.28 $69.8K - $85.4K
94.3K $2.07M
BHK
Blackrock Core Bond Trust

Financial Services
23.8K
+ 71.72%
$10.55 - $12.06 $251K - $287K
57K $686K
EFG
Msci Eafe Growth ETF

ETFs
1.57K
+ 5.42%
$96.84 - $108.77 $152K - $171K
30.6K $3.29M
ENB
Enbridge Inc

Energy
4.41K
+ 19.78%
$35.27 - $41.18 $156K - $182K
26.7K $1.08M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.61K
+ 10.25%
$56.47 - $63.69 $148K - $166K
28.1K $1.77M
FMB
First Tr Exchange Traded Fd Ii

ETFs
5.06K
+ 47.66%
$51.0 - $52.05 $258K - $263K
15.7K $814K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.32K
+ 12.3%
$117.9 - $128.2 $156K - $169K
12.1K $1.55M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.46K
+ 23.15%
$90.01 - $95.32 $222K - $235K
13.1K $1.24M
EMR
Emerson Electric CO

Industrials
2.61K
+ 10.93%
$98.19 - $118.87 $256K - $310K
26.5K $2.89M
DUK
Duke Energy Corp

Utilities
635
+ 5.0%
$99.35 - $117.71 $63.1K - $74.7K
13.3K $1.54M
D
Dominion Energy, Inc

Utilities
2.02K
+ 11.99%
$48.01 - $58.53 $96.8K - $118K
18.8K $1.09M
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.0%
$135.05 - $148.35 $135 - $148
62.4K $8.88M
GO
Grocery Outlet Holding Corp.

Consumer Defensive
20.8K
+ 83.82%
$15.97 - $22.05 $332K - $458K
45.6K $799K
AMZN
Amazon Com Inc

Consumer Cyclical
1.77K
+ 15.24%
$161.02 - $200.0 $285K - $354K
13.4K $2.49M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.81K
+ 39.55%
$110.22 - $120.89 $199K - $219K
6.38K $767K
VEEV
Veeva Systems Inc

Healthcare
244
+ 3.72%
$180.43 - $223.9 $44K - $54.6K
6.8K $1.43M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.15K
+ 7.19%
$50.25 - $50.74 $208K - $210K
61.8K $3.14M
USA
Liberty All Star Equity Fund

Financial Services
24.8K
+ 21.19%
$6.43 - $7.14 $159K - $177K
142K $1.01M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.67K
+ 7.35%
$74.26 - $78.84 $124K - $132K
24.4K $1.91M
CSM
Proshares Large Cap Core Plus

ETFs
2.94K
+ 55.59%
$58.62 - $65.37 $172K - $192K
8.23K $538K
IEFA
Ishares Tr

ETFs
51
+ 0.14%
$70.09 - $78.74 $3.57K - $4.02K
37.6K $2.94M
SYK
Stryker Corp

Healthcare
26
+ 0.28%
$315.94 - $371.96 $8.21K - $9.67K
9.41K $3.4M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.42K
+ 13.54%
$47.95 - $49.61 $164K - $170K
28.7K $1.42M
NFLX
Netflix Inc

Communication Services
255
+ 42.36%
$598.55 - $722.26 $153K - $184K
857 $607K
AWK
American Water Works Company, Inc.

Utilities
391
+ 4.68%
$127.76 - $149.9 $50K - $58.6K
8.75K $1.28M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.58K
+ 64.13%
$114.73 - $120.23 $182K - $190K
4.05K $484K
Activity Summary
Buys All Purchases 124 New Holdings 7 Increased Positions 117 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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