Patten Group, Inc. Incresed Positions in Q4 2024

Patten Group, Inc.

  • $441 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
410
+ 3.4%
$126.68 - $134.74 $51.9K - $55.2K
12.5K $1.59M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
443
+ 4.75%
$69.3 - $74.3 $30.7K - $32.9K
9.77K $697K
IWB
Ishares Tr Russell 1000 ETF

ETFs
17
+ 0.35%
$311.11 - $335.64 $5.29K - $5.71K
4.9K $1.58M
IJK
Ishares S&P Midcap 400 Growth

ETFs
654
+ 3.81%
$90.66 - $99.46 $59.3K - $65K
17.8K $1.62M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
485
+ 11.46%
$66.77 - $71.52 $32.4K - $34.7K
4.72K $325K
FPX
First Trust Us Equity Opportun

ETFs
96
+ 3.24%
$109.38 - $131.9 $10.5K - $12.7K
3.06K $366K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
555
+ 10.3%
$80.18 - $88.79 $44.5K - $49.3K
5.95K $479K
VTR
Ventas, Inc.

Real Estate
1.11K
+ 20.63%
$57.73 - $66.48 $64.2K - $73.9K
6.5K $382K
XLV
Select Sector Spdr Fund Health

ETFs
815
+ 17.2%
$136.28 - $154.74 $111K - $126K
5.55K $763K
USA
Liberty All Star Equity Fund

Financial Services
8.65K
+ 6.11%
$6.82 - $7.46 $59K - $64.5K
150K $1.04M
ACN
Accenture PLC

Technology
76
+ 2.06%
$343.9 - $376.86 $26.1K - $28.6K
3.77K $1.33M
MO
Altria Group, Inc.

Consumer Defensive
213
+ 4.85%
$49.06 - $57.74 $10.4K - $12.3K
4.61K $240K
BNDX
Vanguard Total International B

ETFs
427
+ 8.33%
$48.91 - $50.61 $20.9K - $21.6K
5.55K $272K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
77
+ 0.88%
$56.7 - $62.15 $4.37K - $4.79K
8.83K $514K
BOND
Pimco Active Bond Exchange Tra

ETFs
732
+ 5.58%
$90.42 - $94.5 $66.2K - $69.2K
13.8K $1.25M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
74
+ 0.82%
$55.86 - $60.21 $4.13K - $4.46K
9.09K $520K
HST
Host Hotels & Resorts, Inc.

Real Estate
568
+ 3.32%
$17.24 - $19.07 $9.79K - $10.8K
17.7K $309K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
172
+ 2.83%
$51.54 - $52.55 $8.86K - $9.04K
6.24K $322K
CHD
Church & Dwight CO Inc

Consumer Defensive
9
+ 0.18%
$99.11 - $112.25 $892 - $1.01K
5.1K $533K
Ge Healthcare Technologies I
2.56K
+ 34.08%
N/A
10.1K $0
Rbb Fd Inc
4.38K
+ 39.92%
N/A
15.3K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
4.34K
+ 11.15%
N/A
43.3K $0
Smurfit Westrock PLC
511
+ 4.12%
N/A
12.9K $0
PM
Philip Morris International Inc.

Consumer Defensive
20
+ 0.95%
$118.38 - $133.06 $2.37K - $2.66K
2.13K $255K
Knife River Corp
515
+ 5.21%
N/A
10.4K $0
Kenvue Inc
2.87K
+ 6.57%
N/A
46.6K $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
140
+ 2.17%
$88.59 - $94.57 $12.4K - $13.2K
6.58K $584K
MCD
Mcdonalds Corp

Consumer Cyclical
29
+ 3.14%
$288.47 - $316.54 $8.37K - $9.18K
952 $275K
VZ
Verizon Communications Inc

Communication Services
2.32K
+ 10.93%
$39.6 - $45.21 $92K - $105K
23.6K $943K
VTV
Vanguard Value ETF

ETFs
6
+ 0.24%
$168.32 - $181.87 $1.01K - $1.09K
2.53K $427K
ACWI
Ishares Msci Acwi ETF

ETFs
8
+ 0.11%
$117.05 - $123.03 $936 - $984
7.21K $847K
MRK
Merck & Co., Inc.

Healthcare
3.64K
+ 13.62%
$96.31 - $114.76 $351K - $418K
30.4K $3.02M
MAA
Mid America Apartment Communities Inc.

Real Estate
1
+ 0.02%
$149.17 - $165.2 $149 - $165
6.56K $1.01M
VCIT
Vanguard Intermediate Term Cor

ETFs
64
+ 0.63%
$80.13 - $83.77 $5.13K - $5.36K
10.3K $825K
CVX
Chevron Corp

Energy
144
+ 0.59%
$141.15 - $162.53 $20.3K - $23.4K
24.4K $3.53M
SO
Southern CO

Utilities
178
+ 2.57%
$81.5 - $94.15 $14.5K - $16.8K
7.11K $584K
SLV
I Shares Silver Trust

ETFs
101
+ 0.39%
$26.33 - $31.74 $2.66K - $3.21K
25.9K $682K
BHK
Blackrock Core Bond Trust

Financial Services
3.74K
+ 6.57%
$10.39 - $12.03 $38.9K - $45K
60.7K $634K
DNP
Dnp Select Income Fund Inc

Financial Services
155
+ 0.33%
$8.82 - $9.96 $1.37K - $1.54K
46.7K $411K
PG
Procter & Gamble CO

Consumer Defensive
31
+ 0.26%
$161.05 - $179.7 $4.99K - $5.57K
12.1K $2.03M
FANG
Diamondback Energy, Inc.

Energy
39
+ 0.45%
$153.06 - $199.5 $5.97K - $7.78K
8.69K $1.42M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
260
+ 2.24%
$79.93 - $88.06 $20.8K - $22.9K
11.9K $949K
CSL
Carlisle Companies Inc

Industrials
6
+ 0.59%
$368.67 - $480.91 $2.21K - $2.89K
1.02K $376K
EFV
Msci Eafe Value ETF

ETFs
314
+ 1.44%
$51.78 - $57.15 $16.3K - $17.9K
22.2K $1.16M
EFA
Ishares Tr Msci Eafe ETF

ETFs
41
+ 0.34%
$75.1 - $82.99 $3.08K - $3.4K
12.1K $916K
VEU
Vanguard Ftse All World Ex Us

ETFs
674
+ 2.4%
$57.29 - $63.1 $38.6K - $42.5K
28.8K $1.65M
PHM
Pultegroup Inc

Consumer Cyclical
59
+ 1.5%
$108.86 - $149.04 $6.42K - $8.79K
3.98K $433K
RTX
Raytheon Technologies Corp

Industrials
443
+ 1.18%
$114.45 - $127.21 $50.7K - $56.4K
37.9K $4.38M
NOC
Northrop Grumman Corp

Industrials
93
+ 2.8%
$466.52 - $543.88 $43.4K - $50.6K
3.41K $1.6M
Activity Summary
Buys All Purchases 121 New Holdings 15 Increased Positions 106 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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