Patten & Patten Inc Incresed Positions in Q3 2025

Patten & Patten Inc

  • $1.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IXN
Ishares Global Information Tec

ETFs
23.3K
+ 4.6%
$91.28 - $103.32 $2.13M - $2.41M
530K $54.7M
MGC
Vanguard Mega Cap ETF

ETFs
19K
+ 69.65%
$224.2 - $245.55 $4.26M - $4.67M
46.3K $11.3M
VGSH
Vanguard

ETFs
64.6K
+ 8.69%
$58.43 - $58.88 $3.77M - $3.8M
808K $47.5M
GLD
Spdr Gold Trust

ETFs
7.37K
+ 33.57%
$300.96 - $355.47 $2.22M - $2.62M
29.3K $10.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.09K
+ 23.68%
$567.77 - $614.76 $2.32M - $2.52M
21.4K $13.1M
TJX
Tjx Companies Inc

Consumer Cyclical
56
+ 0.04%
$121.35 - $144.54 $6.8K - $8.09K
150K $21.8M
IVV
Ishares Core S&P 500 ETF

ETFs
4.26K
+ 103.88%
$620.67 - $670.08 $2.64M - $2.85M
8.35K $5.59M
UNH
Unitedhealth Group Inc

Healthcare
688
+ 1.33%
$237.77 - $353.61 $164K - $243K
52.6K $18.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
20.4K
+ 45.33%
$90.83 - $93.81 $1.85M - $1.91M
65.3K $6.1M
INDA
Ishares Msci India Index Fund

ETFs
40.3K
+ 60.26%
$51.98 - $55.84 $2.1M - $2.25M
107K $5.58M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
31.3K
+ 9.25%
$50.37 - $50.7 $1.58M - $1.59M
370K $18.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
31K
+ 176.05%
$50.47 - $50.74 $1.56M - $1.57M
48.6K $2.46M
ITA
Ishares Tr

ETFs
5.76K
+ 53.84%
$184.73 - $209.26 $1.06M - $1.21M
16.5K $3.45M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
16.9K
+ 6.72%
$47.63 - $50.52 $804K - $853K
268K $13.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
12.2K
+ 28.83%
$87.29 - $93.61 $1.07M - $1.14M
54.5K $5.09M
IYC
Ishares U.S. Consumer Discreti

ETFs
11.3K
+ 146.3%
$98.12 - $105.85 $1.11M - $1.2M
19K $2M
NVDA
Nvidia Corp

Technology
672
+ 1.84%
$153.3 - $186.58 $103K - $125K
37.3K $6.95M
SPY
Spdr S&P 500 ETF Trust

ETFs
81
+ 0.35%
$617.65 - $666.84 $50K - $54K
23.1K $15.4M
AVGO
Broadcom Inc.

Technology
156
+ 0.82%
$264.74 - $369.57 $41.3K - $57.7K
19.2K $6.33M
LOW
Lowes Companies Inc

Consumer Cyclical
1.48K
+ 6.35%
$215.01 - $273.02 $318K - $404K
24.8K $6.22M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
6K
+ 165.91%
$148.97 - $165.88 $893K - $995K
9.61K $1.58M
XLK
Technology Sector Spdr

ETFs
1.06K
+ 4.38%
$250.97 - $282.66 $265K - $299K
25.2K $7.1M
AMZN
Amazon Com Inc

Consumer Cyclical
4.39K
+ 10.23%
$211.65 - $238.24 $929K - $1.05M
47.3K $10.4M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
11K
+ 23.85%
$82.38 - $83.0 $903K - $910K
56.9K $4.72M
OEF
Ishares S&P 100 ETF

ETFs
3.42K
+ 5.78%
N/A
62.6K $16.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.73K
+ 323.97%
$135.0 - $146.02 $774K - $837K
7.5K $1.09M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.2K
+ 239.64%
$62.09 - $66.51 $754K - $808K
17.2K $1.12M
XOM
Exxon Mobil Corp

Energy
594
+ 0.44%
$105.83 - $117.22 $62.9K - $69.6K
137K $15.4M
GE
General Electric CO

Industrials
100
+ 0.68%
$244.75 - $305.63 $24.5K - $30.6K
14.7K $4.43M
EWJ
Ishares Msci Japan ETF

ETFs
6.8K
+ 35.64%
$71.69 - $81.49 $487K - $554K
25.9K $2.08M
DVY
Ishares Tr

ETFs
3.77K
+ 53.12%
$133.88 - $142.57 $505K - $538K
10.9K $1.55M
NKE
Nike, Inc.

Consumer Cyclical
9.27K
+ 27.11%
$69.24 - $79.24 $642K - $735K
43.5K $3.03M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.53K
+ 3.48%
$78.96 - $80.04 $515K - $522K
194K $15.5M
BA
Boeing CO

Industrials
1.75K
+ 5.69%
$209.79 - $237.38 $367K - $415K
32.5K $7.02M
GLW
Corning Inc

Technology
68
+ 0.39%
$51.6 - $82.03 $3.51K - $5.58K
17.7K $1.45M
MBB
Ishares Tr

ETFs
5.27K
+ 35.33%
$92.46 - $95.73 $488K - $505K
20.2K $1.92M
SCHW
Schwab Charles Corp

Financial Services
277
+ 0.26%
$91.03 - $98.69 $25.2K - $27.3K
107K $10.2M
NOC
Northrop Grumman Corp

Industrials
90
+ 2.4%
$498.9 - $609.32 $44.9K - $54.8K
3.83K $2.34M
EWG
Ishares Msci Germany ETF

ETFs
11.5K
+ 25.92%
$40.75 - $43.26 $467K - $495K
55.6K $2.31M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.61K
+ 213.66%
$92.18 - $95.14 $425K - $439K
6.77K $644K
TFC
Truist Financial Corp

Financial Services
3.11K
+ 3.08%
$42.83 - $47.07 $133K - $146K
104K $4.77M
GS
Goldman Sachs Group Inc

Financial Services
30
+ 0.69%
$696.56 - $806.32 $20.9K - $24.2K
4.39K $3.5M
LMT
Lockheed Martin Corp

Industrials
658
+ 29.59%
$410.74 - $499.21 $270K - $328K
2.88K $1.44M
RF
Regions Financial Corp

Financial Services
4.31K
+ 5.11%
$24.03 - $27.41 $103K - $118K
88.5K $2.33M
SCHA
Schwab Strategic Tr Us Small C

ETFs
955
+ 0.76%
$25.29 - $28.33 $24.2K - $27.1K
126K $3.52M
IYW
Ishares Dj Us Tech ETF

ETFs
468
+ 4.77%
$171.38 - $197.01 $80.2K - $92.2K
10.3K $2.01M
D
Dominion Energy, Inc

Utilities
2.73K
+ 8.9%
$56.32 - $62.1 $154K - $170K
33.4K $2.04M
VUG
Vanguard Growth ETF

ETFs
173
+ 3.29%
$433.97 - $484.08 $75.1K - $83.7K
5.43K $2.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.98K
+ 87.59%
$108.97 - $121.65 $215K - $241K
4.23K $511K
Activity Summary
Buys All Purchases 122 New Holdings 30 Increased Positions 92 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Patten & Patten Inc Portfolio

Follow Patten & Patten Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patten & Patten Inc, based on Form 13F filings with the SEC.

News

Stay updated on Patten & Patten Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email