Patten & Patten Inc Purchases in Q3 2025

Patten & Patten Inc

  • $1.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NOC
Northrop Grumman Corp

Industrials
90
+ 2.4%
$498.9 - $609.32 $44.9K - $54.8K
3.83K $2.34M
VO
Vanguard Mid Cap ETF

ETFs
1.53K
New
$279.83 - $293.74 $429K - $450K
1.53K $450K
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
URA
Global X Uranium ETF

ETFs
8.92K
New
$36.45 - $50.4 $325K - $450K
8.92K $425K
IEFA
Ishares Tr

ETFs
4.86K
New
$81.7 - $87.53 $397K - $425K
4.86K $424K
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
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
7.3K
New
$50.7 - $54.86 $370K - $400K
7.3K $399K
SCHA
Schwab Strategic Tr Us Small C

ETFs
955
+ 0.76%
$25.29 - $28.33 $24.2K - $27.1K
126K $3.52M
IEMG
Ishares Inc

ETFs
6.53K
New
N/A
6.53K $350K
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
SNPS
Synopsys Inc

Technology
588
New
$387.78 - $645.35 $228K - $379K
588 $290K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.98K
+ 87.59%
$108.97 - $121.65 $215K - $241K
4.23K $511K
XLI
Industrial Sector Spdr

ETFs
75
+ 0.21%
$147.94 - $154.99 $11.1K - $11.6K
36.2K $5.58M
FTLS
First Tr Long/Short Equity ETF

ETFs
3.63K
New
$65.78 - $69.95 $239K - $254K
3.63K $253K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.83K
+ 62.31%
$108.46 - $120.63 $198K - $220K
4.76K $565K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.02K
New
$116.29 - $120.92 $235K - $244K
2.02K $241K
EFG
Msci Eafe Growth ETF

ETFs
2.09K
New
$106.99 - $114.46 $223K - $239K
2.09K $237K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
925
+ 10.97%
$112.94 - $129.99 $104K - $120K
9.36K $1.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.1K
New
$72.57 - $74.72 $225K - $231K
3.1K $230K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.27K
New
$103.83 - $179.9 $132K - $228K
1.27K $226K
CCJ
Cameco Corp

Energy
1.16K
+ 8.93%
$70.47 - $86.89 $81.4K - $100K
14.1K $1.18M
MP
Mp Materials Corp.

Basic Materials
3.26K
New
$30.03 - $77.13 $98K - $252K
3.26K $218K
XAR
Spdr S&P Aerospace & Defense E

ETFs
902
New
$205.52 - $234.96 $185K - $212K
902 $211K
IYR
Ishares Tr

ETFs
2.07K
+ 93.92%
$94.16 - $98.46 $195K - $204K
4.27K $414K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.32K
New
$45.6 - $46.92 $197K - $203K
4.32K $201K
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.47K
+ 38.38%
$40.94 - $42.85 $183K - $191K
16.1K $678K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
100
+ 3.64%
$224.68 - $282.71 $22.5K - $28.3K
2.85K $796K
ETN
Eaton Corp PLC

Industrials
17
+ 0.21%
$342.99 - $392.76 $5.83K - $6.68K
7.94K $2.97M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
165
+ 2.91%
$83.08 - $100.2 $13.7K - $16.5K
5.83K $583K
IDV
Ishares Tr

ETFs
1.87K
+ 9.68%
$34.54 - $37.28 $64.7K - $69.9K
21.2K $776K
PWR
Quanta Services, Inc.

Industrials
75
+ 3.64%
$372.29 - $421.68 $27.9K - $31.6K
2.14K $884K
GD
General Dynamics Corp

Industrials
12
+ 0.6%
$293.92 - $341.0 $3.53K - $4.09K
2.03K $691K
XLE
Energy Sector Spdr

ETFs
66
+ 0.31%
$84.25 - $91.99 $5.56K - $6.07K
21.2K $1.9M
SOXX
Ishares Semiconductor ETF

ETFs
105
+ 5.21%
$236.93 - $271.12 $24.9K - $28.5K
2.12K $574K
XLF
Financial Sector Spdr

ETFs
685
+ 2.05%
$51.37 - $54.25 $35.2K - $37.2K
34.1K $1.84M
META
Meta Platforms, Inc.

Communication Services
127
+ 6.66%
$695.21 - $791.73 $88.3K - $101K
2.03K $1.49M
WFC
Wells Fargo & Company

Financial Services
499
+ 7.02%
$77.05 - $85.16 $38.4K - $42.5K
7.61K $637K
VTI
Vanguard Total Stock Market Et

ETFs
47
+ 2.21%
$303.93 - $329.86 $14.3K - $15.5K
2.18K $714K
IYK
Ishares U.S. Consumer Staples

ETFs
858
+ 28.51%
$67.65 - $71.68 $58K - $61.5K
3.87K $264K
TMO
Thermo Fisher Scientific Inc.

Healthcare
4
+ 0.64%
$404.94 - $499.99 $1.62K - $2K
626 $303K
MA
Mastercard Inc

Financial Services
16
+ 0.29%
$550.18 - $598.96 $8.8K - $9.58K
5.48K $3.12M
TMUS
T Mobile Us, Inc.

Communication Services
110
+ 2.0%
$226.02 - $259.01 $24.9K - $28.5K
5.6K $1.34M
BOTZ
Global X Fds

ETFs
3
+ 0.04%
$32.14 - $35.96 $96.4 - $108
6.69K $237K
WMB
Williams Companies, Inc.

Energy
187
+ 1.72%
$56.52 - $64.01 $10.6K - $12K
11.1K $702K
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
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