Patten & Patten Inc Purchases in Q1 2025

Patten & Patten Inc

  • $1.42 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
392K
+ 145.71%
$58.07 - $58.69 $22.7M - $23M
660K $38.8M
IGV
Ishares Expanded Tech Software

ETFs
48.9K
New
$88.3 - $107.83 $4.32M - $5.27M
48.9K $4.35M
RTX
Raytheon Technologies Corp

Industrials
153
+ 0.1%
$114.1 - $135.66 $17.5K - $20.8K
155K $20.5M
LLY
Eli Lilly & CO

Healthcare
644
+ 3.96%
$725.72 - $929.72 $467K - $599K
16.9K $14M
MGC
Vanguard Mega Cap ETF

ETFs
7.45K
+ 53.68%
$199.2 - $222.69 $1.48M - $1.66M
21.3K $4.3M
BOND
Pimco Active Bond Exchange Tra

ETFs
13.2K
New
$89.27 - $92.9 $1.18M - $1.22M
13.2K $1.22M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
24.3K
New
$43.6 - $49.84 $1.06M - $1.21M
24.3K $1.16M
UNH
Unitedhealth Group Inc

Healthcare
731
+ 1.81%
$461.52 - $548.18 $337K - $401K
41K $21.5M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.2K
+ 14.62%
$507.05 - $563.67 $1.12M - $1.24M
17.3K $8.88M
KRE
Spdr S&P Regional Banking ETF

ETFs
19.2K
+ 13.12%
$55.11 - $65.5 $1.06M - $1.26M
165K $9.4M
XLI
Industrial Sector Spdr

ETFs
4.39K
+ 14.76%
$128.78 - $141.67 $565K - $621K
34.1K $4.47M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.12K
+ 2.15%
$77.7 - $78.94 $320K - $325K
196K $15.4M
GLD
Spdr Gold Trust

ETFs
1.01K
+ 22.07%
$243.19 - $288.14 $245K - $290K
5.57K $1.6M
SCHW
Schwab Charles Corp

Financial Services
538
+ 0.51%
$71.24 - $83.64 $38.3K - $45K
107K $8.34M
XLV
Select Sector Spdr Fund Health

ETFs
762
+ 1.71%
$137.61 - $149.68 $105K - $114K
45.3K $6.61M
GE
General Electric CO

Industrials
269
+ 2.11%
$168.59 - $212.13 $45.4K - $57.1K
13K $2.6M
INDA
Ishares Msci India Index Fund

ETFs
7.96K
+ 48.39%
$47.8 - $53.4 $380K - $425K
24.4K $1.26M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.31K
New
$74.85 - $84.89 $323K - $366K
4.31K $352K
PM
Philip Morris International Inc.

Consumer Defensive
70
+ 0.84%
$117.15 - $158.79 $8.2K - $11.1K
8.38K $1.33M
D
Dominion Energy, Inc

Utilities
4.91K
+ 22.76%
$52.85 - $57.43 $259K - $282K
26.5K $1.48M
ITA
Ishares Tr

ETFs
1.66K
+ 30.76%
$144.84 - $159.5 $240K - $265K
7.06K $1.08M
IBM
International Business Machines Corp

Technology
436
+ 7.04%
$217.4 - $264.74 $94.8K - $115K
6.63K $1.65M
CRWD
Crowd Strike Holdings, Inc.

Technology
542
+ 6.22%
$308.86 - $455.36 $167K - $247K
9.25K $3.26M
NVO
Novo Nordisk A S

Healthcare
8.79K
+ 40.23%
$69.3 - $90.95 $609K - $800K
30.6K $2.13M
IEZ
Ishares Tr

ETFs
12.5K
+ 59.91%
$18.42 - $22.2 $231K - $278K
33.4K $652K
EXC
Exelon Corp

Utilities
5.02K
New
$37.3 - $46.08 $187K - $232K
5.02K $231K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.43K
+ 6.08%
$81.83 - $82.73 $199K - $201K
42.5K $3.51M
AMGN
Amgen Inc

Healthcare
201
+ 6.67%
$258.59 - $327.36 $52K - $65.8K
3.21K $1M
MCD
Mcdonalds Corp

Consumer Cyclical
18
+ 0.19%
$279.74 - $321.29 $5.04K - $5.78K
9.31K $2.91M
NOC
Northrop Grumman Corp

Industrials
140
+ 4.26%
$433.45 - $513.82 $60.7K - $71.9K
3.43K $1.76M
IYR
Ishares Tr

ETFs
2.21K
New
$89.49 - $98.98 $197K - $218K
2.21K $211K
XLE
Energy Sector Spdr

ETFs
380
+ 1.69%
$85.7 - $93.96 $32.6K - $35.7K
22.9K $2.14M
SO
Southern CO

Utilities
68
+ 0.33%
$80.96 - $92.96 $5.51K - $6.32K
21K $1.93M
MBB
Ishares Tr

ETFs
1.53K
+ 12.25%
$90.37 - $94.08 $138K - $144K
14K $1.31M
GS
Goldman Sachs Group Inc

Financial Services
463
+ 12.43%
$524.81 - $672.19 $243K - $311K
4.19K $2.29M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.83K
+ 54.3%
$24.91 - $29.02 $170K - $198K
19.4K $485K
MA
Mastercard Inc

Financial Services
22
+ 0.39%
$504.67 - $576.31 $11.1K - $12.7K
5.66K $3.1M
XLU
Utilities Sector Spdr

ETFs
582
+ 2.13%
$74.7 - $80.27 $43.5K - $46.7K
27.9K $2.2M
MDT
Medtronic PLC

Healthcare
64
+ 0.55%
$79.84 - $94.5 $5.11K - $6.05K
11.6K $1.04M
MO
Altria Group, Inc.

Consumer Defensive
174
+ 1.47%
$50.81 - $60.02 $8.84K - $10.4K
12K $723K
T
At&T Inc.

Communication Services
201
+ 1.13%
$21.56 - $28.28 $4.33K - $5.68K
17.9K $506K
HDV
Ishares Core High Dividend ETF

ETFs
260
+ 3.59%
$110.86 - $121.12 $28.8K - $31.5K
7.51K $909K
VTI
Vanguard Total Stock Market Et

ETFs
451
+ 22.62%
$271.18 - $303.12 $122K - $137K
2.45K $671K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.7K
+ 10.69%
$50.39 - $50.66 $85.7K - $86.1K
17.6K $890K
XLF
Financial Sector Spdr

ETFs
850
+ 2.76%
$47.32 - $52.19 $40.2K - $44.4K
31.7K $1.58M
CCJ
Cameco Corp

Energy
4.29K
+ 44.24%
$40.64 - $56.86 $174K - $244K
14K $575K
IDV
Ishares Tr

ETFs
170
+ 0.93%
$27.0 - $31.7 $4.59K - $5.39K
18.5K $573K
UNP
Union Pacific Corp

Industrials
59
+ 0.88%
$225.21 - $254.42 $13.3K - $15K
6.8K $1.61M
Activity Summary
Buys All Purchases 115 New Holdings 11 Increased Positions 104 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 0 Puts 0
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