Patten Group, Inc. Reduced Holdings in Q2 2025

Patten Group, Inc.

  • $460 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SRLN
Ssga Active Trust

ETFs
-1.2K
- 9.99%
$39.47 - $41.59 $47.4K - $49.9K
10.8K $450K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-393
- 9.51%
$116.93 - $119.39 $46K - $46.9K
3.74K $445K
ABBV
Abb Vie Inc.

Healthcare
-26
- 1.91%
$170.16 - $206.27 $4.42K - $5.36K
1.33K $247K
ADSK
Autodesk, Inc.

Technology
-148
- 1.81%
N/A
8.04K $1.98M
VIG
Vanguard Dividend Appreciation

ETFs
-187
- 2.92%
N/A
6.22K $1.13M
MDT
Medtronic PLC

Healthcare
-119
- 2.41%
$80.68 - $88.86 $9.6K - $10.6K
4.83K $420K
IXN
Ishares Global Information Tec

ETFs
-5.28K
- 18.82%
$65.81 - $92.34 $348K - $488K
22.8K $2.1M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-315
- 5.81%
$72.71 - $82.56 $22.9K - $26K
5.11K $416K
MCD
Mcdonalds Corp

Consumer Cyclical
-4
- 0.43%
$285.55 - $321.23 $1.14K - $1.28K
934 $272K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.1K
- 11.48%
$45.98 - $56.15 $189K - $230K
31.6K $1.78M
NKE
Nike, Inc.

Consumer Cyclical
-668
- 15.86%
$53.27 - $72.04 $35.6K - $48.1K
3.54K $251K
FTLS
First Tr Long/Short Equity ETF

ETFs
-1.22K
- 3.93%
$60.06 - $66.28 $73K - $80.6K
29.7K $1.97M
GOOG
Alphabet Inc.

Communication Services
-2.19K
- 12.3%
$146.58 - $180.01 $320K - $393K
15.6K $2.76M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.95K
- 6.21%
$51.16 - $62.02 $151K - $183K
44.5K $2.76M
DNP
Dnp Select Income Fund Inc

Financial Services
-100
- 0.22%
$8.89 - $9.88 $889 - $988
44.4K $434K
TFC
Truist Financial Corp

Financial Services
-1.32K
- 4.7%
$34.79 - $42.99 $46.1K - $56.9K
26.9K $1.15M
MET
Metlife Inc

Financial Services
-75
- 1.21%
$68.42 - $82.49 $5.13K - $6.19K
6.11K $491K
IEF
Ishares Barclays

ETFs
-50
- 1.51%
$93.15 - $96.56 $4.66K - $4.83K
3.26K $311K
HD
Home Depot, Inc.

Consumer Cyclical
-11
- 0.48%
$335.24 - $380.78 $3.69K - $4.19K
2.27K $833K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-689
- 9.39%
$60.34 - $74.89 $41.6K - $51.6K
6.65K $497K
RYT
Invesco S&P 500 Equal Weight T

ETFs
-1.81K
- 3.92%
N/A
44.3K $0
Rbb Fd Inc
-5.29K
- 28.18%
N/A
13.5K $0
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-800
- 6.19%
$36.14 - $44.23 $28.9K - $35.4K
12.1K $535K
Linde PLC
-44
- 0.57%
N/A
7.68K $0
Te Connectivity PLC
-43
- 1.75%
N/A
2.41K $0
Smurfit Westrock PLC
-1.15K
- 9.85%
N/A
10.5K $0
V
Visa Inc.

Financial Services
-514
- 1.26%
$308.27 - $373.31 $158K - $192K
40.2K $14.3M
IAU
Ishares Gold Trust

ETFs
-360
- 4.43%
$56.1 - $64.74 $20.2K - $23.3K
7.77K $484K
WMT
Walmart Inc.

Consumer Defensive
-2.52K
- 9.9%
$81.79 - $99.98 $206K - $252K
22.9K $2.24M
IWP
Ishares Russell Mid Cap Growth

ETFs
-305
- 11.88%
$104.34 - $138.68 $31.8K - $42.3K
2.26K $313K
VTV
Vanguard Value ETF

ETFs
-29
- 0.71%
$153.67 - $176.74 $4.46K - $5.13K
4.06K $717K
ENB
Enbridge Inc

Energy
-248
- 0.9%
$41.09 - $47.16 $10.2K - $11.7K
27.2K $1.23M
LMT
Lockheed Martin Corp

Industrials
-43
- 1.9%
$430.82 - $486.45 $18.5K - $20.9K
2.23K $1.03M
NXPI
Nxp Semiconductors N.V.

Technology
-195
- 7.93%
$153.5 - $218.72 $29.9K - $42.7K
2.26K $494K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-640
- 4.84%
$71.86 - $82.66 $46K - $52.9K
12.6K $1.04M
USA
Liberty All Star Equity Fund

Financial Services
-406
- 0.32%
$5.9 - $6.81 $2.4K - $2.76K
126K $857K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-59
- 2.76%
$170.2 - $211.82 $10K - $12.5K
2.08K $439K
IWV
Ishares Russell 3000 ETF

ETFs
-5
- 0.5%
$281.67 - $351.0 $1.41K - $1.76K
992 $348K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-430
- 0.73%
$11.71 - $13.88 $5.04K - $5.97K
58.2K $808K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-178
- 0.97%
$87.19 - $111.51 $15.5K - $19.8K
18.1K $2M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-276
- 4.12%
$101.93 - $128.63 $28.1K - $35.5K
6.42K $825K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-93
- 2.85%
$272.36 - $339.57 $25.3K - $31.6K
3.17K $1.08M
CSM
Proshares Large Cap Core Plus

ETFs
-103
- 0.79%
$56.33 - $70.47 $5.8K - $7.26K
12.9K $906K
FPX
First Trust Us Equity Opportun

ETFs
-154
- 4.87%
$99.2 - $144.91 $15.3K - $22.3K
3.01K $436K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-286
- 11.04%
$141.37 - $228.57 $40.4K - $65.4K
2.31K $522K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-61
- 3.76%
$416.06 - $551.64 $25.4K - $33.7K
1.56K $860K
XLC
Select Sector Spdr Tr Communic

ETFs
-1.24K
- 6.08%
$86.13 - $108.53 $106K - $134K
19.1K $2.07M
HON
Honeywell International Inc

Industrials
-403
- 3.98%
$182.86 - $232.88 $73.7K - $93.9K
9.73K $2.27M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-370
- 2.65%
$108.12 - $135.04 $40K - $50K
13.6K $1.83M
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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