Patten & Patten Inc Purchases in Q1 2025

Patten & Patten Inc

  • $1.42 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XYL
Xylem Inc.

Industrials
20
+ 0.12%
$114.02 - $132.04 $2.28K - $2.64K
17K $2.04M
SHEL
Shell PLC

Energy
92
+ 1.91%
$62.84 - $73.29 $5.78K - $6.74K
4.91K $359K
EPD
Enterprise Products Partners L.P.

Energy
78
+ 0.46%
$31.75 - $34.14 $2.48K - $2.66K
17.2K $586K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
890
+ 17.04%
$44.68 - $46.49 $39.8K - $41.4K
6.11K $283K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1.74K
+ 14.82%
$21.77 - $22.56 $37.8K - $39.1K
13.4K $301K
SLB
Schlumberger Limited

Energy
270
+ 3.21%
$38.4 - $43.74 $10.4K - $11.8K
8.67K $362K
UPS
United Parcel Service Inc

Industrials
830
+ 24.5%
$109.66 - $136.26 $91K - $113K
4.22K $463K
ENB
Enbridge Inc

Energy
305
+ 2.99%
$41.54 - $45.45 $12.7K - $13.9K
10.5K $465K
WM
Waste Management Inc

Industrials
1
+ 0.09%
$200.54 - $233.78 $201 - $234
1.07K $247K
BA
Boeing CO

Industrials
1.09K
+ 4.53%
$148.15 - $186.25 $161K - $202K
25K $4.27M
FNDX
Schwab Fundamental U S Large C

ETFs
1.22K
+ 7.28%
$23.03 - $25.01 $28.2K - $30.6K
18K $425K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
128
+ 0.37%
$27.01 - $28.54 $3.46K - $3.65K
35K $977K
SPGI
S&P Global Inc.

Financial Services
40
+ 7.14%
$478.26 - $543.77 $19.1K - $21.8K
600 $304K
XLRE
Select Sector Spdr Tr Real Est

ETFs
170
+ 1.34%
$39.18 - $43.52 $6.66K - $7.4K
12.9K $539K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.71K
+ 10.24%
$21.75 - $24.28 $37.3K - $41.6K
18.4K $407K
GD
General Dynamics Corp

Industrials
2
+ 0.1%
$241.94 - $272.58 $484 - $545
2.08K $565K
SCHR
Schwab Intermediate Term Us Tr

ETFs
533
+ 5.15%
$24.05 - $24.86 $12.8K - $13.3K
10.9K $270K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.06%
$254.06 - $273.83 $254 - $274
1.72K $455K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9
+ 0.14%
$95.85 - $99.25 $863 - $893
6.56K $649K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.13%
$126.11 - $135.06 $378 - $405
2.34K $301K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.08%
$182.82 - $196.21 $183 - $196
1.25K $234K
TMO
Thermo Fisher Scientific Inc.

Healthcare
30
+ 5.07%
$497.6 - $606.74 $14.9K - $18.2K
622 $309K
Angel Oak Funds Trust
12.3K
+ 4.82%
N/A
268K $0
J P Morgan Exchange Traded F
20.3K
+ 7.9%
N/A
277K $0
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.07%
N/A
4.47K $813K
Ge Vernova Inc
176
+ 4.56%
N/A
4.04K $0
Goldman Sachs ETF Tr
38.4K
+ 30.95%
N/A
162K $0
Ge Healthcare Technologies I
366
+ 5.26%
N/A
7.32K $0
Blackrock Inc
5
+ 1.98%
N/A
257 $0
Spinnaker ETF Series
10.6K
New
N/A
10.6K $0
UYLD
Angel Oak Fds Tr Ultrashort In
4.05K
New
N/A
4.05K $0
Ishares Bitcoin Trust ETF
7.24K
New
N/A
7.24K $0
XLC
Select Sector Spdr Tr Communic

ETFs
39
+ 0.16%
$94.84 - $105.31 $3.7K - $4.11K
23.9K $2.31M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
452
+ 12.27%
$62.43 - $84.12 $28.2K - $38K
4.14K $269K
FNDA
Schwab Fundamental U S Small C

ETFs
264
+ 3.69%
$26.87 - $30.99 $7.09K - $8.18K
7.42K $203K
PANW
Palo Alto Networks Inc

Technology
38
+ 2.66%
$167.82 - $208.28 $6.38K - $7.91K
1.46K $249K
ADI
Analog Devices Inc

Technology
20
+ 1.37%
$201.56 - $243.82 $4.03K - $4.88K
1.48K $298K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
401
+ 6.52%
$81.1 - $94.7 $32.5K - $38K
6.56K $531K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
14
+ 3.0%
$634.14 - $744.83 $8.88K - $10.4K
480 $304K
PWR
Quanta Services, Inc.

Industrials
150
+ 12.15%
$236.71 - $358.03 $35.5K - $53.7K
1.39K $352K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
32
+ 1.97%
$165.25 - $224.62 $5.29K - $7.19K
1.66K $275K
LMT
Lockheed Martin Corp

Industrials
34
+ 1.63%
$423.19 - $506.29 $14.4K - $17.2K
2.12K $947K
BX
Blackstone Inc.

Financial Services
81
+ 3.12%
$136.53 - $186.74 $11.1K - $15.1K
2.68K $374K
QQQ
Invesco Qqq Trust, Series 1

ETFs
168
+ 4.37%
$468.34 - $539.52 $78.7K - $90.6K
4.01K $1.88M
ORCL
Oracle Corp

Technology
1.12K
+ 11.52%
$139.81 - $186.47 $157K - $209K
10.9K $1.52M
DELL
Dell Technologies Inc.

Technology
15
+ 0.23%
$90.34 - $124.66 $1.36K - $1.87K
6.59K $600K
VUG
Vanguard Growth ETF

ETFs
85
+ 1.68%
$369.1 - $427.61 $31.4K - $36.3K
5.16K $1.91M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.1K
+ 2.47%
$23.16 - $27.04 $71.9K - $83.9K
129K $3.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
370
+ 1.69%
$551.42 - $612.93 $204K - $227K
22.3K $12.5M
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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