Patten Group, Inc. Reduced Holdings in Q4 2024

Patten Group, Inc.

  • $441 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
-410
- 2.63%
$326.96 - $377.52 $134K - $155K
15.2K $5.03M
HD
Home Depot, Inc.

Consumer Cyclical
-216
- 8.22%
$385.02 - $431.37 $83.2K - $93.2K
2.41K $938K
MBB
Ishares Tr

ETFs
-995
- 23.81%
$91.26 - $95.82 $90.8K - $95.3K
3.18K $291K
IEF
Ishares Barclays

ETFs
-867
- 19.8%
$92.08 - $98.18 $79.8K - $85.1K
3.51K $324K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-20
- 0.15%
$442.29 - $483.08 $8.85K - $9.66K
13.6K $6.14M
PLD
Prologis, Inc.

Real Estate
-229
- 6.08%
$101.4 - $126.96 $23.2K - $29.1K
3.54K $373K
MDT
Medtronic PLC

Healthcare
-457
- 8.31%
$79.61 - $92.24 $36.4K - $42.2K
5.04K $402K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.01K
- 26.06%
$116.4 - $138.52 $117K - $139K
2.85K $361K
ROL
Rollins Inc

Consumer Cyclical
-1.12K
- 13.12%
$46.35 - $51.59 $51.8K - $57.6K
7.39K $342K
ATO
Atmos Energy Corp

Utilities
-628
- 25.12%
$136.41 - $151.43 $85.7K - $95.1K
1.87K $260K
RF
Regions Financial Corp

Financial Services
-3.89K
- 5.39%
$22.45 - $27.47 $87.2K - $107K
68.2K $1.6M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-321
- 2.66%
$91.94 - $100.02 $29.5K - $32.1K
11.8K $1.09M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-426
- 10.51%
$115.08 - $119.55 $49K - $50.9K
3.63K $419K
FIVE
Five Below, Inc

Consumer Cyclical
-1.47K
- 26.73%
$83.0 - $115.97 $122K - $171K
4.04K $423K
IHDG
Wisdomtree Tr

ETFs
-461
- 2.43%
$43.38 - $46.0 $20K - $21.2K
18.5K $805K
CAT
Caterpillar Inc

Industrials
-21
- 1.11%
$360.37 - $416.88 $7.57K - $8.75K
1.87K $678K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-275
- 11.11%
$192.71 - $203.05 $53K - $55.8K
2.2K $426K
XLU
Utilities Sector Spdr

ETFs
-450
- 9.3%
$74.89 - $82.93 $33.7K - $37.3K
4.39K $332K
ABBV
Abb Vie Inc.

Healthcare
-149
- 9.37%
$164.99 - $203.87 $24.6K - $30.4K
1.44K $256K
VEEV
Veeva Systems Inc

Healthcare
-275
- 4.05%
$201.81 - $250.45 $55.5K - $68.9K
6.52K $1.37M
GVI
Ishares Tr

ETFs
-84
- 0.53%
$103.89 - $107.05 $8.73K - $8.99K
15.7K $1.64M
SFNC
Simmons First National Corp

Financial Services
-2.95K
- 15.57%
$21.01 - $25.53 $62.1K - $75.4K
16K $355K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-91
- 1.73%
$58.46 - $65.6 $5.32K - $5.97K
5.17K $302K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-821
- 9.23%
$50.53 - $55.55 $41.5K - $45.6K
8.08K $411K
DIV
Global X Superdividend Us ETF

ETFs
-2.48K
- 13.92%
N/A
15.4K $264K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-683
- 4.49%
$124.26 - $134.12 $84.9K - $91.6K
14.5K $1.87M
VNQ
Vanguard Specialized Funds Van

ETFs
-22
- 0.47%
$87.85 - $98.6 $1.93K - $2.17K
4.64K $413K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-52
- 0.64%
$174.22 - $187.62 $9.06K - $9.76K
8.13K $1.43M
BAC
Bank Of America Corp

Financial Services
-2.1K
- 15.71%
$39.22 - $47.77 $82.3K - $100K
11.3K $494K
MET
Metlife Inc

Financial Services
-319
- 5.0%
$78.15 - $88.25 $24.9K - $28.2K
6.06K $496K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-73
- 7.84%
$521.84 - $558.82 $38.1K - $40.8K
858 $462K
IBM
International Business Machines Corp

Technology
-68
- 0.69%
$204.9 - $238.04 $13.9K - $16.2K
9.77K $2.15M
VIG
Vanguard Dividend Appreciation

ETFs
-130
- 1.92%
N/A
6.63K $1.21M
ABT
Abbott Laboratories

Healthcare
-126
- 1.63%
$111.93 - $119.39 $14.1K - $15K
7.62K $861K
SYK
Stryker Corp

Healthcare
-27
- 0.29%
$345.14 - $392.15 $9.32K - $10.6K
9.39K $3.38M
IBMO
Ishares Tr Ibonds December 202

ETFs
-578
- 5.97%
$25.4 - $25.62 $14.7K - $14.8K
9.11K $231K
IWV
Ishares Russell 3000 ETF

ETFs
-73
- 6.82%
$323.08 - $349.08 $23.6K - $25.5K
997 $333K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-40
- 1.25%
$113.92 - $127.38 $4.56K - $5.1K
3.16K $364K
GLD
Spdr Gold Trust

ETFs
-15
- 0.27%
$236.59 - $257.5 $3.55K - $3.86K
5.58K $1.35M
IP
International Paper CO

Consumer Cyclical
-772
- 11.76%
$46.64 - $59.57 $36K - $46K
5.8K $311K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-101
- 0.65%
N/A
15.5K $1.33M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-50
- 0.78%
$36.54 - $37.53 $1.83K - $1.88K
6.36K $233K
VO
Vanguard Mid Cap ETF

ETFs
-25
- 0.31%
$261.5 - $284.63 $6.54K - $7.12K
8.17K $2.16M
SRE
Sempra Energy

Utilities
-146
- 5.22%
$80.81 - $94.77 $11.8K - $13.8K
2.65K $232K
Linde PLC
-58
- 0.73%
N/A
7.94K $0
TJX
Tjx Companies Inc

Consumer Cyclical
-247
- 2.73%
$112.15 - $127.2 $27.7K - $31.4K
8.8K $1.06M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-825
- 1.42%
$11.34 - $12.27 $9.36K - $10.1K
57.3K $683K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-41
- 3.6%
$316.94 - $357.88 $13K - $14.7K
1.1K $377K
VUG
Vanguard Growth ETF

ETFs
-21
- 2.87%
$378.79 - $428.11 $7.95K - $8.99K
710 $291K
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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