Patten Group, Inc. Incresed Positions in Q4 2024

Patten Group, Inc.

  • $441 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
2.65K
+ 7.47%
$159.67 - $250.0 $423K - $663K
38.2K $8.85M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
16.4K
+ 56.0%
$91.29 - $91.8 $1.5M - $1.5M
45.7K $4.17M
XLC
Select Sector Spdr Tr Communic

ETFs
7.62K
+ 59.88%
$89.66 - $102.16 $683K - $778K
20.3K $1.97M
AMZN
Amazon Com Inc

Consumer Cyclical
1.21K
+ 9.02%
$180.88 - $232.93 $218K - $281K
14.6K $3.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.79K
+ 21.57%
$77.86 - $79.27 $685K - $697K
49.6K $3.87M
VGIT
Vanguard Intermediate Term Tre

ETFs
9.55K
+ 117.79%
$57.78 - $60.4 $552K - $577K
17.7K $1.02M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.5K
+ 16.99%
$50.37 - $50.6 $529K - $531K
72.3K $3.64M
ADSK
Autodesk, Inc.

Technology
2.05K
+ 32.89%
N/A
8.27K $2.03M
EMR
Emerson Electric CO

Industrials
884
+ 3.34%
$108.13 - $134.33 $95.6K - $119K
27.3K $3.39M
AZO
Autozone Inc

Consumer Cyclical
150
+ 205.48%
$2981.19 - $3370.27 $447K - $506K
223 $714K
CSCO
Cisco Systems, Inc.

Technology
82
+ 0.12%
$52.45 - $60.02 $4.3K - $4.92K
70.1K $4.15M
PNFP
Pinnacle Financial Partners Inc

Financial Services
1.17K
+ 6.66%
$92.95 - $129.87 $109K - $152K
18.7K $2.14M
SUB
Ishares Short Term National Mu

ETFs
4.21K
+ 10.65%
$104.94 - $106.2 $442K - $448K
43.8K $4.62M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.28K
+ 29.25%
$81.68 - $82.93 $431K - $438K
23.3K $1.91M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
7.64K
+ 26.64%
$48.48 - $49.47 $370K - $378K
36.3K $1.77M
NEAR
Blackrock Short Maturity Bond

ETFs
7.06K
+ 16.1%
$50.28 - $51.08 $355K - $360K
50.9K $2.57M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.64K
+ 9.45%
$55.73 - $66.16 $203K - $241K
42.1K $2.54M
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.98K
+ 26.11%
$46.07 - $48.17 $368K - $384K
38.5K $1.78M
GLDM
World Gold Trust

ETFs
5.83K
+ 71.13%
$50.76 - $55.23 $296K - $322K
14K $728K
ORCL
Oracle Corp

Technology
1.95K
+ 27.89%
$165.41 - $192.43 $322K - $375K
8.93K $1.49M
PANW
Palo Alto Networks Inc

Technology
4.19K
+ 136.55%
$181.96 - $405.9 $763K - $1.7M
7.26K $1.32M
IVV
Ishares Core S&P 500 ETF

ETFs
148
+ 1.11%
$570.51 - $610.59 $84.4K - $90.4K
13.5K $7.95M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
9.33K
+ 8.74%
$37.25 - $39.23 $348K - $366K
116K $4.33M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.54K
+ 12.37%
$57.53 - $60.83 $319K - $337K
50.3K $2.89M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.52K
+ 9.18%
$77.02 - $78.58 $271K - $277K
41.9K $3.23M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
10.8K
+ 14.47%
$17.93 - $18.8 $194K - $203K
85.4K $1.56M
NFLX
Netflix Inc

Communication Services
44
+ 5.13%
$687.65 - $936.56 $30.3K - $41.2K
901 $803K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.85K
+ 54.6%
$50.73 - $51.08 $196K - $197K
10.9K $555K
FPE
First Tr Pfd Secs & Income ETF

ETFs
11.9K
+ 15.42%
$17.65 - $18.18 $210K - $217K
89.2K $1.58M
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.68K
+ 23.48%
$50.62 - $52.07 $186K - $192K
19.4K $987K
HDV
Ishares Core High Dividend ETF

ETFs
1.8K
+ 22.85%
$110.82 - $121.28 $199K - $218K
9.67K $1.09M
QQQ
Invesco Qqq Trust, Series 1

ETFs
192
+ 12.48%
$481.22 - $538.17 $92.4K - $103K
1.73K $884K
IXN
Ishares Global Information Tec

ETFs
636
+ 1.9%
$80.67 - $87.84 $51.3K - $55.9K
34K $2.88M
FTLS
First Tr Long/Short Equity ETF

ETFs
704
+ 2.19%
$63.1 - $67.29 $44.4K - $47.4K
32.9K $2.16M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3.12K
+ 14.27%
$47.77 - $51.75 $149K - $162K
25K $1.21M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.51K
+ 3.2%
$61.68 - $67.87 $93.4K - $103K
48.8K $3.04M
DOW
Dow Inc.

Basic Materials
6.81K
+ 53.15%
$39.1 - $55.34 $266K - $377K
19.6K $787K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.09K
+ 29.12%
$22.39 - $23.45 $91.5K - $95.8K
18.1K $416K
SRLN
Ssga Active Trust

ETFs
2.01K
+ 19.57%
$41.48 - $42.08 $83.5K - $84.7K
12.3K $512K
IGLB
Ishares 10+ Year Investment Gr

ETFs
2.13K
+ 39.4%
$49.36 - $53.72 $105K - $114K
7.52K $371K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
735
+ 13.49%
$134.53 - $150.65 $98.9K - $111K
6.19K $837K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
13
+ 0.43%
$172.07 - $207.36 $2.24K - $2.7K
3.03K $598K
DOV
Dover Corp

Industrials
507
+ 10.07%
$184.72 - $206.51 $93.7K - $105K
5.54K $1.04M
ENB
Enbridge Inc

Energy
483
+ 1.81%
$40.4 - $43.92 $19.5K - $21.2K
27.2K $1.15M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.86K
+ 12.4%
$40.97 - $42.66 $76K - $79.1K
16.8K $696K
QAI
Iq Hedge Multi Strategy Compos

ETFs
2.17K
+ 28.84%
$31.38 - $32.72 $68.2K - $71.1K
9.71K $305K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
1.48K
+ 12.85%
$42.95 - $45.72 $63.7K - $67.8K
13K $562K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
287
+ 4.5%
$119.61 - $136.3 $34.3K - $39.1K
6.67K $823K
JPUS
Jpmorgan Diversified Return Us

ETFs
580
+ 18.22%
$114.05 - $123.77 $66.1K - $71.8K
3.76K $429K
Activity Summary
Buys All Purchases 121 New Holdings 15 Increased Positions 106 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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