Patton Albertson Miller Group, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $746 Million distributed in 213 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $46.2M, Ishares Core S&P 500 ETF with a value of $28.6M, Apple Inc. with a value of $27.4M, Ishares Core S&P Total U.S. St with a value of $26.6M, and Microsoft Corp with a value of $20.6M.
Examining the 13F form we can see an increase of $86.2M in the current position value, from $660M to 746M.
Below you can find more details about Patton Albertson Miller Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$746 Million
ETFs: $229 Million
Technology: $168 Million
Industrials: $76.4 Million
Financial Services: $70.6 Million
Healthcare: $52.2 Million
Communication Services: $41.9 Million
Consumer Cyclical: $36.4 Million
Consumer Defensive: $36.2 Million
Other: $35.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
