Patten Group, Inc. Reduced Holdings in Q1 2025

Patten Group, Inc.

  • $426 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-486
- 7.39%
$87.68 - $94.52 $42.6K - $45.9K
6.09K $570K
IEF
Ishares Barclays

ETFs
-204
- 5.81%
$91.17 - $95.39 $18.6K - $19.5K
3.31K $315K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-114
- 1.21%
$99.16 - $99.52 $11.3K - $11.3K
9.29K $924K
JPM
Jpmorgan Chase & CO

Financial Services
-750
- 2.37%
$225.19 - $279.95 $169K - $210K
30.9K $7.58M
CL
Colgate Palmolive CO

Consumer Defensive
-540
- 3.5%
$85.68 - $97.5 $46.3K - $52.7K
14.9K $1.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
-513
- 2.91%
$57.44 - $59.4 $29.5K - $30.5K
17.1K $1.02M
PLD
Prologis, Inc.

Real Estate
-244
- 6.9%
$103.59 - $124.04 $25.3K - $30.3K
3.29K $368K
MO
Altria Group, Inc.

Consumer Defensive
-663
- 14.39%
$50.81 - $60.02 $33.7K - $39.8K
3.95K $236K
ATO
Atmos Energy Corp

Utilities
-210
- 11.22%
$136.51 - $154.58 $28.7K - $32.5K
1.66K $256K
NFLX
Netflix Inc

Communication Services
-44
- 4.88%
$828.4 - $1058.6 $36.4K - $46.6K
857 $799K
Smurfit Westrock PLC
-1.22K
- 9.48%
N/A
11.7K $0
Kenvue Inc
-1.25K
- 2.69%
N/A
45.3K $0
Linde PLC
-215
- 2.71%
N/A
7.72K $0
Blackrock Inc
-3
- 1.0%
N/A
298 $0
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-140
- 0.6%
$81.83 - $82.73 $11.5K - $11.6K
23.2K $1.92M
NSC
Norfolk Southern Corp

Industrials
-40
- 0.51%
$227.69 - $259.76 $9.11K - $10.4K
7.78K $1.84M
IWD
Ishares Russell 1000 Val ETF

ETFs
-12
- 0.24%
$182.82 - $196.21 $2.19K - $2.35K
5K $939K
XLU
Utilities Sector Spdr

ETFs
-1
- 0.02%
$74.7 - $80.27 $74.7 - $80.3
4.39K $346K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.07K
- 2.51%
$25.69 - $26.89 $27.4K - $28.7K
41.4K $1.11M
NOC
Northrop Grumman Corp

Industrials
-254
- 7.44%
$433.45 - $513.82 $110K - $131K
3.16K $1.62M
MCD
Mcdonalds Corp

Consumer Cyclical
-14
- 1.47%
$279.74 - $321.29 $3.92K - $4.5K
938 $293K
D
Dominion Energy, Inc

Utilities
-90
- 0.6%
$52.85 - $57.43 $4.76K - $5.17K
15K $841K
ABBV
Abb Vie Inc.

Healthcare
-81
- 5.62%
$169.2 - $216.66 $13.7K - $17.5K
1.36K $284K
DNP
Dnp Select Income Fund Inc

Financial Services
-2.16K
- 4.63%
$8.93 - $9.92 $19.3K - $21.4K
44.5K $440K
XLV
Select Sector Spdr Fund Health

ETFs
-110
- 1.98%
$137.61 - $149.68 $15.1K - $16.5K
5.44K $794K
VTR
Ventas, Inc.

Real Estate
-488
- 7.51%
$56.9 - $70.47 $27.8K - $34.4K
6.01K $413K
XYL
Xylem Inc.

Industrials
-564
- 1.82%
$114.02 - $132.04 $64.3K - $74.5K
30.5K $3.64M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-151
- 0.6%
$47.08 - $50.67 $7.11K - $7.65K
24.9K $1.25M
MDT
Medtronic PLC

Healthcare
-94
- 1.86%
$79.84 - $94.5 $7.5K - $8.88K
4.95K $444K
LLY
Eli Lilly & CO

Healthcare
-138
- 4.77%
$725.72 - $929.72 $100K - $128K
2.76K $2.28M
PSX
Phillips 66

Energy
-257
- 3.13%
$113.93 - $131.55 $29.3K - $33.8K
7.96K $983K
IAU
Ishares Gold Trust

ETFs
-460
- 5.36%
$49.74 - $58.96 $22.9K - $27.1K
8.13K $479K
SNY
Sanofi

Healthcare
-517
- 4.24%
$48.15 - $59.42 $24.9K - $30.7K
11.7K $647K
SO
Southern CO

Utilities
-32
- 0.45%
$80.96 - $92.96 $2.59K - $2.97K
7.07K $650K
CSCO
Cisco Systems, Inc.

Technology
-1.6K
- 2.28%
$58.74 - $64.87 $94.1K - $104K
68.5K $4.23M
EPD
Enterprise Products Partners L.P.

Energy
-1.78K
- 3.4%
$31.75 - $34.14 $56.5K - $60.8K
50.6K $1.73M
AWK
American Water Works Company, Inc.

Utilities
-392
- 6.18%
$121.01 - $149.31 $47.4K - $58.5K
5.95K $877K
DUK
Duke Energy Corp

Utilities
-740
- 5.73%
$105.87 - $121.97 $78.3K - $90.3K
12.2K $1.49M
SYK
Stryker Corp

Healthcare
-49
- 0.52%
$355.18 - $399.9 $17.4K - $19.6K
9.34K $3.48M
ECL
Ecolab Inc.

Basic Materials
-176
- 2.22%
$229.72 - $269.82 $40.4K - $47.5K
7.76K $1.97M
VEEV
Veeva Systems Inc

Healthcare
-116
- 1.78%
$210.58 - $246.8 $24.4K - $28.6K
6.41K $1.48M
CB
Chubb LTD

Financial Services
-655
- 5.25%
$257.71 - $301.99 $169K - $198K
11.8K $3.57M
ALC
Alcon Inc

Healthcare
-332
- 1.98%
$82.73 - $96.8 $27.5K - $32.1K
16.5K $1.56M
ABT
Abbott Laboratories

Healthcare
-64
- 0.84%
$111.1 - $140.22 $7.11K - $8.97K
7.55K $1M
WMB
Williams Companies, Inc.

Energy
-240
- 0.85%
$54.02 - $61.09 $13K - $14.7K
28.1K $1.68M
IBM
International Business Machines Corp

Technology
-441
- 4.52%
$217.4 - $264.74 $95.9K - $117K
9.32K $2.32M
XOM
Exxon Mobil Corp

Energy
-1.37K
- 4.33%
$105.44 - $118.93 $144K - $162K
30.2K $3.59M
GLD
Spdr Gold Trust

ETFs
-17
- 0.3%
$243.19 - $288.14 $4.13K - $4.9K
5.56K $1.6M
CVX
Chevron Corp

Energy
-710
- 2.91%
$146.71 - $167.97 $104K - $119K
23.7K $3.96M
Activity Summary
Buys All Purchases 80 New Holdings 5 Increased Positions 75 Sells All Sells 156 Reductions 156 Sold out 0 Options Calls 0 Puts 0
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