Patten Group, Inc. Incresed Positions in Q3 2025

Patten Group, Inc.

  • $494 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
SRLN
Ssga Active Trust

ETFs
295
+ 2.73%
$41.28 - $41.65 $12.2K - $12.3K
11.1K $462K
AWK
American Water Works Company, Inc.

Utilities
16
+ 0.26%
$135.05 - $147.0 $2.16K - $2.35K
6.13K $852K
RYT
Invesco S&P 500 Equal Weight T

ETFs
5.86K
+ 13.22%
N/A
50.2K $0
Simplify Exchange Traded Fun
5.88K
+ 21.14%
N/A
33.7K $0
Linde PLC
8
+ 0.1%
N/A
7.69K $0
Rbb Fund Trust
18.9K
+ 174.95%
N/A
29.7K $0
Ge Vernova Inc
874
+ 38.98%
N/A
3.12K $0
Reddit Inc
1.88K
+ 82.18%
N/A
4.17K $0
Thornburg ETF Tr
1.8K
+ 12.24%
N/A
16.5K $0
IHI
Ishares Tr Dow Jones Us Medica

ETFs
140
+ 4.24%
$59.29 - $62.87 $8.3K - $8.8K
3.45K $206K
RSG
Republic Services, Inc.

Industrials
214
+ 5.11%
$225.33 - $246.01 $48.2K - $52.6K
4.4K $1.01M
CRWD
Crowd Strike Holdings, Inc.

Technology
107
+ 1.99%
$412.46 - $514.1 $44.1K - $55K
5.49K $2.69M
NFLX
Netflix Inc

Communication Services
42
+ 4.66%
$1147.87 - $1297.18 $48.2K - $54.5K
944 $1.13M
CL
Colgate Palmolive CO

Consumer Defensive
10
+ 0.07%
$79.36 - $93.33 $794 - $933
14.9K $1.19M
ALC
Alcon Inc

Healthcare
108
+ 0.65%
$73.24 - $92.22 $7.91K - $9.96K
16.7K $1.25M
SYK
Stryker Corp

Healthcare
20
+ 0.21%
$368.57 - $403.53 $7.37K - $8.07K
9.36K $3.46M
CARR
Carrier Global Corp

Industrials
2.28K
+ 3.67%
$58.75 - $80.73 $134K - $184K
64.4K $3.85M
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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