Patten & Patten Inc Incresed Positions in Q2 2025

Patten & Patten Inc

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
227K
+ 931.78%
$41.9 - $50.31 $9.51M - $11.4M
251K $12.1M
IXN
Ishares Global Information Tec

ETFs
18.7K
+ 3.84%
$65.81 - $92.34 $1.23M - $1.73M
507K $46.8M
GLD
Spdr Gold Trust

ETFs
16.4K
+ 294.43%
$273.71 - $316.29 $4.48M - $5.18M
22K $6.69M
VGSH
Vanguard

ETFs
82.7K
+ 12.52%
$58.32 - $58.95 $4.82M - $4.87M
743K $43.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
38K
+ 882.57%
$72.96 - $90.39 $2.77M - $3.44M
42.3K $3.78M
BOND
Pimco Active Bond Exchange Tra

ETFs
31.8K
+ 241.18%
$89.87 - $92.93 $2.86M - $2.95M
45K $4.14M
INDA
Ishares Msci India Index Fund

ETFs
42.5K
+ 174.07%
$49.13 - $55.86 $2.09M - $2.37M
66.9K $3.73M
BA
Boeing CO

Industrials
5.73K
+ 22.88%
$136.59 - $217.51 $783K - $1.25M
30.8K $6.45M
DXCM
Dexcom Inc

Healthcare
4.78K
+ 6.13%
$59.83 - $87.57 $286K - $419K
82.7K $7.22M
NVDA
Nvidia Corp

Technology
697
+ 1.94%
$94.31 - $157.99 $65.7K - $110K
36.6K $5.78M
SPY
Spdr S&P 500 ETF Trust

ETFs
719
+ 3.22%
$496.48 - $617.85 $357K - $444K
23K $14.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
260
+ 2.81%
$321.63 - $509.31 $83.6K - $132K
9.51K $4.84M
AMZN
Amazon Com Inc

Consumer Cyclical
1.19K
+ 2.84%
$167.32 - $223.3 $198K - $265K
42.9K $9.42M
SCHW
Schwab Charles Corp

Financial Services
213
+ 0.2%
$69.06 - $91.24 $14.7K - $19.4K
107K $9.74M
GE
General Electric CO

Industrials
1.61K
+ 12.38%
$166.81 - $257.39 $269K - $414K
14.6K $3.76M
XLK
Technology Sector Spdr

ETFs
4
+ 0.02%
$179.73 - $253.23 $719 - $1.01K
24.1K $6.11M
DLR
Digital Realty Trust, Inc.

Real Estate
1.02K
+ 3.68%
$136.11 - $177.69 $139K - $181K
28.8K $5.01M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
19.3K
+ 6.05%
$50.29 - $50.56 $970K - $976K
338K $17.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 0.05%
$456.74 - $568.03 $4.11K - $5.11K
17.3K $9.82M
ITA
Ishares Tr

ETFs
3.65K
+ 51.69%
$135.31 - $188.64 $494K - $688K
10.7K $2.02M
XLI
Industrial Sector Spdr

ETFs
2.03K
+ 5.94%
$116.42 - $147.52 $236K - $299K
36.1K $5.33M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.76K
+ 21.3%
$152.93 - $181.74 $575K - $683K
21.4K $3.89M
GS
Goldman Sachs Group Inc

Financial Services
175
+ 4.18%
$462.22 - $707.75 $80.9K - $124K
4.36K $3.09M
KRE
Spdr S&P Regional Banking ETF

ETFs
4.09K
+ 2.47%
$48.81 - $59.48 $199K - $243K
169K $10.1M
EXAS
Exact Sciences Corp

Healthcare
6.73K
+ 28.02%
$40.31 - $58.08 $271K - $391K
30.7K $1.63M
QQQ
Invesco Qqq Trust, Series 1

ETFs
339
+ 8.45%
$416.06 - $551.64 $141K - $187K
4.35K $2.4M
XLU
Utilities Sector Spdr

ETFs
5.11K
+ 18.27%
$73.09 - $82.77 $373K - $423K
33K $2.7M
PWR
Quanta Services, Inc.

Industrials
675
+ 48.74%
$239.47 - $381.26 $162K - $257K
2.06K $778K
VUG
Vanguard Growth ETF

ETFs
99
+ 1.92%
$329.49 - $438.4 $32.6K - $43.4K
5.26K $2.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.09K
+ 66.02%
$141.37 - $228.57 $155K - $250K
2.75K $623K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.73K
+ 47.77%
$95.74 - $115.54 $261K - $315K
8.43K $963K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.5K
+ 8.25%
$82.21 - $83.12 $288K - $291K
46K $3.81M
D
Dominion Energy, Inc

Utilities
4.22K
+ 15.95%
$49.66 - $58.0 $210K - $245K
30.7K $1.73M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.02%
$498.8 - $620.9 $499 - $621
4.1K $2.54M
XLF
Financial Sector Spdr

ETFs
1.75K
+ 5.53%
$43.92 - $52.37 $77K - $91.9K
33.4K $1.75M
HPE
Hewlett Packard Enterprise CO

Technology
4.53K
+ 45.15%
$12.51 - $20.45 $56.6K - $92.5K
14.5K $297K
VGT
Vanguard Information Technolog

ETFs
4
+ 0.41%
$470.37 - $663.28 $1.88K - $2.65K
984 $652K
NOC
Northrop Grumman Corp

Industrials
315
+ 9.19%
$456.3 - $540.39 $144K - $170K
3.74K $1.87M
SCHG
Schwab Strategic Tr Us Large C

ETFs
812
+ 4.19%
$22.27 - $29.21 $18.1K - $23.7K
20.2K $590K
IDV
Ishares Tr

ETFs
890
+ 4.82%
$27.79 - $34.84 $24.7K - $31K
19.4K $668K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
900
+ 28.39%
$81.46 - $94.63 $73.3K - $85.2K
4.07K $385K
MBB
Ishares Tr

ETFs
905
+ 6.45%
$91.41 - $94.22 $82.7K - $85.3K
14.9K $1.4M
LMT
Lockheed Martin Corp

Industrials
103
+ 4.86%
$430.82 - $486.45 $44.4K - $50.1K
2.22K $1.03M
VIG
Vanguard Dividend Appreciation

ETFs
267
+ 5.98%
N/A
4.74K $862K
IAU
Ishares Gold Trust

ETFs
30
+ 0.31%
$56.1 - $64.74 $1.68K - $1.94K
9.74K $607K
ENB
Enbridge Inc

Energy
400
+ 3.81%
$41.09 - $47.16 $16.4K - $18.9K
10.9K $493K
IAT
Ishares Tr

ETFs
35
+ 0.39%
$39.71 - $49.55 $1.39K - $1.73K
8.97K $444K
SHEL
Shell PLC

Energy
500
+ 10.18%
$59.75 - $73.05 $29.9K - $36.5K
5.41K $380K
T
At&T Inc.

Communication Services
123
+ 0.69%
$26.33 - $28.94 $3.24K - $3.56K
18K $522K
Activity Summary
Buys All Purchases 84 New Holdings 16 Increased Positions 68 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 0 Puts 0
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