Patten Group, Inc. Incresed Positions in Q2 2025

Patten Group, Inc.

  • $460 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AZO
Autozone Inc

Consumer Cyclical
35
+ 11.44%
$3478.38 - $3880.15 $122K - $136K
341 $1.27M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
874
+ 17.92%
$58.41 - $72.69 $51.1K - $63.5K
5.75K $417K
C
Citigroup Inc

Financial Services
402
+ 9.28%
$58.13 - $85.12 $23.4K - $34.2K
4.74K $403K
QAI
Iq Hedge Multi Strategy Compos

ETFs
2.58K
+ 25.18%
$29.76 - $32.32 $76.7K - $83.3K
12.8K $413K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.02K
+ 11.79%
$50.39 - $60.05 $51.4K - $61.3K
9.68K $581K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.71K
+ 4.35%
$48.5 - $49.35 $83K - $84.4K
41.1K $2.02M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
220
+ 1.67%
$114.78 - $133.31 $25.3K - $29.3K
13.4K $1.78M
AXP
American Express CO

Financial Services
50
+ 3.47%
$231.39 - $318.98 $11.6K - $15.9K
1.49K $474K
IDV
Ishares Tr

ETFs
1.44K
+ 16.34%
$27.79 - $34.84 $39.9K - $50K
10.2K $352K
VCIT
Vanguard Intermediate Term Cor

ETFs
595
+ 3.75%
$79.56 - $82.92 $47.3K - $49.3K
16.4K $1.36M
EWP
Ishares Inc Msci Spain ETF

ETFs
300
+ 3.74%
$34.15 - $44.03 $10.2K - $13.2K
8.33K $366K
PM
Philip Morris International Inc.

Consumer Defensive
50
+ 2.25%
$149.23 - $184.95 $7.46K - $9.25K
2.27K $413K
VZ
Verizon Communications Inc

Communication Services
2.58K
+ 10.43%
$41.67 - $45.62 $107K - $117K
27.3K $1.18M
MUB
Ishares National Muni Bond ETF

ETFs
776
+ 3.25%
$102.31 - $105.8 $79.4K - $82.1K
24.6K $2.57M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
582
+ 4.8%
$102.02 - $103.5 $59.4K - $60.2K
12.7K $1.31M
ABT
Abbott Laboratories

Healthcare
182
+ 2.41%
$123.95 - $138.08 $22.6K - $25.1K
7.73K $1.05M
PLD
Prologis, Inc.

Real Estate
641
+ 19.46%
$89.76 - $112.34 $57.5K - $72K
3.94K $413K
D
Dominion Energy, Inc

Utilities
534
+ 3.56%
$49.66 - $58.0 $26.5K - $31K
15.5K $878K
IWD
Ishares Russell 1000 Val ETF

ETFs
28
+ 0.56%
$166.82 - $194.23 $4.67K - $5.44K
5.02K $975K
CSL
Carlisle Companies Inc

Industrials
8
+ 0.79%
$317.1 - $408.5 $2.54K - $3.27K
1.02K $380K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
120
+ 2.98%
$65.84 - $80.81 $7.9K - $9.7K
4.14K $331K
MAA
Mid America Apartment Communities Inc.

Real Estate
1.14K
+ 16.16%
$145.91 - $168.0 $166K - $191K
8.17K $1.21M
BOND
Pimco Active Bond Exchange Tra

ETFs
353
+ 2.31%
$89.87 - $92.93 $31.7K - $32.8K
15.6K $1.44M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
125
+ 0.51%
$75.05 - $77.34 $9.38K - $9.67K
24.5K $1.9M
SRE
Sempra Energy

Utilities
78
+ 1.72%
$63.78 - $78.91 $4.97K - $6.15K
4.6K $348K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
382
+ 5.23%
$51.68 - $52.76 $19.7K - $20.2K
7.68K $405K
RSG
Republic Services, Inc.

Industrials
6
+ 0.14%
$227.2 - $258.07 $1.36K - $1.55K
4.18K $1.03M
ROL
Rollins Inc

Consumer Cyclical
15
+ 0.2%
$50.65 - $58.58 $760 - $879
7.41K $418K
BNDX
Vanguard Total International B

ETFs
233
+ 4.43%
$48.77 - $49.55 $11.4K - $11.5K
5.5K $272K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
425
+ 1.17%
$50.34 - $51.86 $21.4K - $22K
36.9K $1.89M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
18
+ 0.3%
$85.42 - $94.39 $1.54K - $1.7K
6.11K $573K
Ge Vernova Inc
936
+ 71.67%
N/A
2.24K $0
Ge Healthcare Technologies I
271
+ 2.67%
N/A
10.4K $0
Kenvue Inc
3.48K
+ 7.68%
N/A
48.8K $0
MO
Altria Group, Inc.

Consumer Defensive
20
+ 0.51%
$55.56 - $60.91 $1.11K - $1.22K
3.97K $232K
VTR
Ventas, Inc.

Real Estate
223
+ 3.71%
$62.45 - $70.08 $13.9K - $15.6K
6.24K $393K
NEE
Nextera Energy Inc

Utilities
245
+ 0.82%
$64.11 - $75.0 $15.7K - $18.4K
30.3K $2.1M
AWK
American Water Works Company, Inc.

Utilities
162
+ 2.72%
$133.82 - $151.96 $21.7K - $24.6K
6.11K $849K
DUK
Duke Energy Corp

Utilities
154
+ 1.26%
$112.46 - $124.05 $17.3K - $19.1K
12.3K $1.46M
CL
Colgate Palmolive CO

Consumer Defensive
10
+ 0.07%
$87.57 - $96.0 $876 - $960
14.9K $1.36M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
450
+ 1.81%
$44.37 - $50.04 $20K - $22.5K
25.3K $1.2M
SNY
Sanofi

Healthcare
27
+ 0.23%
$47.62 - $55.44 $1.29K - $1.5K
11.7K $565K
ALC
Alcon Inc

Healthcare
143
+ 0.87%
$82.88 - $98.3 $11.9K - $14.1K
16.6K $1.47M
KO
Coca Cola CO

Consumer Defensive
113
+ 0.06%
$68.37 - $73.9 $7.73K - $8.35K
179K $12.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
968
+ 7.22%
$483.48 - $539.8 $468K - $523K
14.4K $6.99M
KMB
Kimberly Clark Corp

Consumer Defensive
4.61K
+ 7.33%
$126.84 - $145.22 $585K - $670K
67.5K $8.71M
JNJ
Johnson & Johnson

Healthcare
139
+ 0.63%
$146.36 - $159.82 $20.3K - $22.2K
22.4K $3.42M
MRK
Merck & Co., Inc.

Healthcare
140
+ 0.45%
$73.47 - $87.12 $10.3K - $12.2K
30.9K $2.45M
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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