Patten & Patten Inc Purchases 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
MGC
Vanguard Mega Cap ETF

ETFs
5.96K
+ 27.94%
$179.23 - $224.92 $1.07M - $1.34M
27.3K $6.14M
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
EWJ
Ishares Msci Japan ETF

ETFs
19.1K
New
$61.32 - $75.28 $1.17M - $1.44M
19.1K $1.43M
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
SOXX
Ishares Semiconductor ETF

ETFs
2.02K
New
$154.86 - $239.07 $312K - $482K
2.02K $480K
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
PLTR
Palantir Technologies Inc.

Technology
2.53K
New
$74.01 - $144.25 $187K - $365K
2.53K $344K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.73K
+ 47.77%
$95.74 - $115.54 $261K - $315K
8.43K $963K
COF
Capital One Financial Corp

Financial Services
1.56K
New
$150.57 - $212.76 $234K - $331K
1.56K $330K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.5K
+ 8.25%
$82.21 - $83.12 $288K - $291K
46K $3.81M
DKNG
Draft Kings Inc.

Consumer Cyclical
6.55K
New
$31.67 - $42.89 $207K - $281K
6.55K $280K
D
Dominion Energy, Inc

Utilities
4.22K
+ 15.95%
$49.66 - $58.0 $210K - $245K
30.7K $1.73M
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.43K
New
$35.62 - $39.64 $229K - $255K
6.43K $250K
AOR
Ishares Tr Core Growth Allocat

ETFs
4K
New
$53.36 - $61.57 $214K - $247K
4K $246K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.02%
$498.8 - $620.9 $499 - $621
4.1K $2.54M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
16.2K
New
$12.71 - $14.52 $205K - $235K
16.2K $224K
BOTZ
Global X Fds

ETFs
6.69K
New
$24.51 - $32.65 $164K - $218K
6.69K $218K
FDN
First Tr Fd Dow Jones

ETFs
797
New
$200.29 - $269.33 $160K - $215K
797 $214K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
1.47K
New
$87.64 - $143.29 $129K - $211K
1.47K $210K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
370
New
$468.22 - $566.51 $173K - $210K
370 $209K
FNDF
Schwab Fundamental Intl Large

ETFs
5.21K
New
$32.25 - $40.02 $168K - $208K
5.21K $208K
PAVE
Global X Fds Us Infrastructure

ETFs
4.66K
New
$33.78 - $43.68 $157K - $203K
4.66K $202K
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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