Patton Albertson Miller Group, LLC Portfolio Holdings
Patton Albertson Miller Group, LLC
- $660 Million
- Q1 2025
Patton Albertson Miller Group, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $660 Million distributed in 214 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $31.9M, Ishares Core S&P 500 ETF with a value of $27.3M, Apple Inc. with a value of $26.4M, Ishares Core S&P Total U.S. St with a value of $25.3M, and Ishares Dj Us Tech ETF with a value of $14.4M.
Examining the 13F form we can see an decrease of $71.9M in the current position value, from $732M to 660M.
Below you can find more details about Patton Albertson Miller Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$660 Million
ETFs: $210 Million
Technology: $126 Million
Industrials: $67.4 Million
Financial Services: $66.3 Million
Healthcare: $53.4 Million
Consumer Cyclical: $35.2 Million
Consumer Defensive: $34.5 Million
Communication Services: $34.2 Million
Other: $33.4 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 214
- Current Value $660 Million
- Prior Value $732 Million
- Filing
- Period Q1 2025
- Filing Date May 02, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 13 stocks
- Additional Purchases 30 stocks
- Sold out of 0 stocks
- Reduced holdings in 133 stocks