Patten & Patten Inc Reduced Holdings in Q1 2025

Patten & Patten Inc

  • $1.42 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
APD
Air Products & Chemicals, Inc.

Basic Materials
-30
- 1.01%
$283.24 - $338.07 $8.5K - $10.1K
2.93K $863K
WFC
Wells Fargo & Company

Financial Services
-57
- 0.76%
$66.78 - $81.42 $3.81K - $4.64K
7.39K $530K
IEF
Ishares Barclays

ETFs
-120
- 1.79%
$91.17 - $95.39 $10.9K - $11.4K
6.58K $627K
ADP
Automatic Data Processing Inc

Industrials
-205
- 3.7%
$286.85 - $318.64 $58.8K - $65.3K
5.34K $1.63M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-85
- 1.75%
$85.29 - $92.57 $7.25K - $7.87K
4.78K $435K
INTC
Intel Corp

Technology
-6.8K
- 10.87%
$19.1 - $27.39 $130K - $186K
55.8K $1.27M
VLO
Valero Energy Corp

Energy
-25
- 1.39%
$121.76 - $142.99 $3.04K - $3.57K
1.77K $233K
IYK
Ishares U.S. Consumer Staples

ETFs
-50
- 1.63%
$63.29 - $71.8 $3.16K - $3.59K
3.01K $215K
KMI
Kinder Morgan, Inc.

Energy
-77
- 0.43%
$26.1 - $31.22 $2.01K - $2.4K
17.9K $509K
SBUX
Starbucks Corp

Consumer Cyclical
-100
- 2.01%
$91.75 - $115.81 $9.18K - $11.6K
4.87K $477K
PSX
Phillips 66

Energy
-1.28K
- 6.4%
$113.93 - $131.55 $145K - $168K
18.6K $2.3M
OTIS
Otis Worldwide Corp

Industrials
-2
- 0.06%
$90.77 - $104.01 $182 - $208
3.53K $363K
JPM
Jpmorgan Chase & CO

Financial Services
-2.85K
- 2.14%
$225.19 - $279.95 $641K - $797K
130K $32M
WMB
Williams Companies, Inc.

Energy
-150
- 1.36%
$54.02 - $61.09 $8.1K - $9.16K
10.9K $651K
AIG
American International Group, Inc.

Financial Services
-125
- 2.77%
$70.5 - $86.94 $8.81K - $10.9K
4.4K $382K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-118
- 1.43%
$56.12 - $68.15 $6.62K - $8.04K
8.15K $552K
CSCO
Cisco Systems, Inc.

Technology
-6.04K
- 3.48%
$58.74 - $64.87 $355K - $392K
168K $10.3M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-54
- 0.38%
$68.32 - $75.06 $3.69K - $4.05K
14.1K $1.05M
CSGP
Costar Group, Inc.

Real Estate
-5
- 0.06%
$69.29 - $80.37 $346 - $402
8.56K $678K
PLD
Prologis, Inc.

Real Estate
-385
- 2.15%
$103.59 - $124.04 $39.9K - $47.8K
17.5K $1.96M
PG
Procter & Gamble CO

Consumer Defensive
-66
- 0.24%
$158.56 - $176.26 $10.5K - $11.6K
27.9K $4.76M
KR
Kroger CO

Consumer Defensive
-1.28K
- 5.43%
$58.36 - $67.72 $74.8K - $86.8K
22.3K $1.51M
NFLX
Netflix Inc

Communication Services
-14
- 0.69%
$828.4 - $1058.6 $11.6K - $14.8K
2K $1.87M
KMB
Kimberly Clark Corp

Consumer Defensive
-400
- 3.33%
$124.46 - $147.4 $49.8K - $59K
11.6K $1.65M
DE
Deere & CO

Industrials
-36
- 1.63%
$408.57 - $509.27 $14.7K - $18.3K
2.17K $1.02M
UNM
Unum Group

Financial Services
-140
- 1.05%
$71.8 - $83.34 $10.1K - $11.7K
13.2K $1.08M
IHE
Ishares Tr

ETFs
-365
- 1.35%
$65.36 - $72.85 $23.9K - $26.6K
26.7K $1.88M
NVS
Novartis Ag

Healthcare
-2.82K
- 9.39%
$97.14 - $115.57 $274K - $326K
27.2K $3.04M
BMY
Bristol Myers Squibb CO

Healthcare
-3.23K
- 4.52%
$53.9 - $63.11 $174K - $204K
68.3K $4.17M
IYF
Ishares Tr

ETFs
-1.22K
- 1.02%
$107.69 - $119.37 $131K - $146K
118K $13.4M
TPL
Texas Pacific Land Corp

Energy
-45
- 4.69%
$1180.08 - $1431.01 $53.1K - $64.4K
914 $1.21M
AMT
American Tower Corp

Real Estate
-269
- 4.36%
$173.46 - $217.6 $46.7K - $58.5K
5.9K $1.28M
VZ
Verizon Communications Inc

Communication Services
-1.06K
- 2.63%
$37.81 - $46.49 $40K - $49.1K
39.1K $1.77M
TMUS
T Mobile Us, Inc.

Communication Services
-394
- 6.42%
$211.3 - $272.83 $83.3K - $107K
5.75K $1.53M
MMM
3 M CO

Industrials
-1.02K
- 5.31%
$129.7 - $155.12 $132K - $158K
18.2K $2.68M
AWK
American Water Works Company, Inc.

Utilities
-750
- 5.42%
$121.01 - $149.31 $90.8K - $112K
13.1K $1.93M
COST
Costco Wholesale Corp

Consumer Defensive
-497
- 1.93%
$890.62 - $1076.86 $443K - $535K
25.2K $23.8M
TSCO
Tractor Supply CO

Consumer Cyclical
-3.06K
- 0.82%
$51.66 - $57.94 $158K - $178K
371K $20.4M
HCA
Hca Healthcare, Inc.

Healthcare
-98
- 0.68%
$296.7 - $345.55 $29.1K - $33.9K
14.2K $4.91M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-40
- 0.47%
$442.66 - $534.52 $17.7K - $21.4K
8.55K $4.56M
DUK
Duke Energy Corp

Utilities
-494
- 0.78%
$105.87 - $121.97 $52.3K - $60.3K
63.1K $7.7M
COP
Conocophillips

Energy
-2.73K
- 1.39%
$88.6 - $105.85 $242K - $289K
193K $20.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-217
- 3.75%
$1187.71 - $1432.58 $258K - $311K
5.58K $7.99M
CVX
Chevron Corp

Energy
-890
- 1.52%
$146.71 - $167.97 $131K - $149K
57.5K $9.62M
KO
Coca Cola CO

Consumer Defensive
-11.2K
- 5.06%
$60.81 - $72.32 $682K - $811K
210K $15.1M
XOM
Exxon Mobil Corp

Energy
-787
- 0.58%
$105.44 - $118.93 $83K - $93.6K
134K $16M
JNJ
Johnson & Johnson

Healthcare
-2.18K
- 2.29%
$142.06 - $167.7 $310K - $366K
93.2K $15.5M
ABT
Abbott Laboratories

Healthcare
-1.43K
- 0.89%
$111.1 - $140.22 $158K - $200K
159K $21.1M
V
Visa Inc.

Financial Services
-1.27K
- 1.18%
$306.92 - $362.71 $390K - $461K
106K $37.3M
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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