Patton Albertson Miller Group, LLC Reduced Holdings in Q3 2025

Patton Albertson Miller Group, LLC

  • $814 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-2.37K
- 11.65%
$695.21 - $791.73 $1.65M - $1.88M
18K $13.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-6.19K
- 35.11%
$211.65 - $238.24 $1.31M - $1.48M
11.4K $2.51M
AVGO
Broadcom Inc.

Technology
-13.9K
- 22.81%
$264.74 - $369.57 $3.69M - $5.15M
47.1K $15.5M
CAT
Caterpillar Inc

Industrials
-3.11K
- 58.74%
$390.92 - $477.15 $1.21M - $1.48M
2.18K $1.04M
DRI
Darden Restaurants Inc

Consumer Cyclical
-27
- 0.1%
$184.73 - $220.27 $4.99K - $5.95K
27.5K $5.24M
TGT
Target Corp

Consumer Defensive
-3.13K
- 6.84%
$86.56 - $107.43 $271K - $336K
42.6K $3.82M
ELV
Elevance Health, Inc.

Healthcare
-1.62K
- 66.92%
$274.66 - $395.76 $444K - $640K
799 $258K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-7.93K
- 13.46%
N/A
50.9K $4.37M
WFC
Wells Fargo & Company

Financial Services
-8.42K
- 60.52%
$77.05 - $85.16 $649K - $717K
5.49K $460K
AMP
Ameriprise Financial Inc

Financial Services
-48
- 0.34%
$486.13 - $544.55 $23.3K - $26.1K
13.9K $6.84M
XLF
Financial Sector Spdr

ETFs
-10.2K
- 12.18%
$51.37 - $54.25 $524K - $553K
73.5K $3.96M
CSCO
Cisco Systems, Inc.

Technology
-4.14K
- 2.87%
$66.2 - $71.79 $274K - $297K
140K $9.57M
IYC
Ishares U.S. Consumer Discreti

ETFs
-4.56K
- 37.66%
$98.12 - $105.85 $448K - $483K
7.55K $791K
TRV
Travelers Companies, Inc.

Financial Services
-1.98K
- 13.7%
$250.62 - $279.43 $496K - $553K
12.5K $3.48M
DOV
Dover Corp

Industrials
-122
- 0.61%
$165.59 - $190.9 $20.2K - $23.3K
19.7K $3.29M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.05K
- 27.26%
$182.33 - $194.5 $374K - $399K
5.47K $1.06M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-1.66K
- 47.72%
$256.21 - $323.54 $424K - $535K
1.81K $578K
CVS
Cvs Health Corp

Healthcare
-5.53K
- 32.1%
$58.75 - $76.5 $325K - $423K
11.7K $881K
V
Visa Inc.

Financial Services
-409
- 3.99%
$332.09 - $358.86 $136K - $147K
9.85K $3.36M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-370
- 2.73%
$86.13 - $119.63 $31.9K - $44.3K
13.2K $1.24M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.21K
- 10.26%
$60.9 - $70.75 $135K - $156K
19.3K $1.21M
DE
Deere & CO

Industrials
-81
- 2.35%
$457.26 - $524.37 $37K - $42.5K
3.36K $1.54M
HEFA
Ishares Currency Hedged Msci E

ETFs
-4.55K
- 44.03%
$37.2 - $39.61 $169K - $180K
5.79K $229K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-273
- 42.79%
$567.09 - $607.37 $155K - $166K
365 $217K
VIG
Vanguard Dividend Appreciation

ETFs
-658
- 5.26%
N/A
11.9K $2.16M
TSLA
Tesla, Inc.

Consumer Cyclical
-802
- 42.08%
$293.94 - $444.72 $236K - $357K
1.1K $490K
XLI
Industrial Sector Spdr

ETFs
-885
- 15.58%
$147.94 - $154.99 $131K - $137K
4.8K $739K
T
At&T Inc.

Communication Services
-3.21K
- 28.5%
$26.94 - $29.62 $86.4K - $95K
8.05K $227K
DHR
Danaher Corp

Healthcare
-585
- 1.61%
$181.46 - $212.2 $106K - $124K
35.7K $7.08M
XLU
Utilities Sector Spdr

ETFs
-1.66K
- 17.02%
$81.14 - $87.32 $134K - $145K
8.08K $704K
MCO
Moodys Corp

Financial Services
-108
- 7.28%
$472.69 - $521.32 $51.1K - $56.3K
1.38K $655K
NVO
Novo Nordisk A S

Healthcare
-230
- 4.48%
$45.38 - $71.7 $10.4K - $16.5K
4.9K $271K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-500
- 1.1%
$19.08 - $23.53 $9.54K - $11.8K
45K $880K
FTV
Fortive Corp

Technology
-905
- 10.48%
$46.55 - $53.34 $42.1K - $48.3K
7.73K $378K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-1.41K
- 14.7%
$50.08 - $50.37 $70.4K - $70.8K
8.15K $409K
PAYX
Paychex Inc

Industrials
-97
- 3.59%
$126.69 - $147.99 $12.3K - $14.4K
2.61K $330K
TXN
Texas Instruments Inc

Technology
-302
- 12.66%
N/A
2.08K $405K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-423
- 4.56%
$459.11 - $506.91 $194K - $214K
8.86K $4.46M
IEMG
Ishares Inc

ETFs
-1K
- 5.14%
N/A
18.5K $992K
ADP
Automatic Data Processing Inc

Industrials
-137
- 15.95%
$288.69 - $310.94 $39.6K - $42.6K
722 $211K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.18K
- 21.47%
$28.15 - $30.13 $61.2K - $65.5K
7.96K $235K
ETN
Eaton Corp PLC

Industrials
-241
- 8.45%
$342.99 - $392.76 $82.7K - $94.7K
2.61K $976K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-633
- 4.15%
$85.01 - $90.35 $53.8K - $57.2K
14.6K $1.31M
QCOM
Qualcomm Inc

Technology
-480
- 8.18%
$145.84 - $173.55 $70K - $83.3K
5.39K $896K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-471
- 9.27%
$92.18 - $95.14 $43.4K - $44.8K
4.61K $438K
UNH
Unitedhealth Group Inc

Healthcare
-390
- 13.49%
$237.77 - $353.61 $92.7K - $138K
2.5K $863K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-1.13K
- 4.48%
$44.82 - $46.28 $50.6K - $52.3K
24.1K $1.11M
NVS
Novartis Ag

Healthcare
-539
- 11.23%
$113.5 - $129.73 $61.2K - $69.9K
4.26K $546K
SRLN
Ssga Active Trust

ETFs
-750
- 2.33%
$41.28 - $41.65 $31K - $31.2K
31.5K $1.31M
Activity Summary
Buys All Purchases 78 New Holdings 12 Increased Positions 66 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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