Patten Group, Inc. Reduced Holdings in Q3 2025

Patten Group, Inc.

  • $494 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
-500
- 14.11%
$69.24 - $79.24 $34.6K - $39.6K
3.04K $212K
BHK
Blackrock Core Bond Trust

Financial Services
-5.17K
- 7.24%
$9.42 - $9.94 $48.7K - $51.4K
66.2K $657K
VGIT
Vanguard Intermediate Term Tre

ETFs
-590
- 4.22%
$58.97 - $60.36 $34.8K - $35.6K
13.4K $803K
SNY
Sanofi

Healthcare
-404
- 3.45%
$45.07 - $51.35 $18.2K - $20.7K
11.3K $533K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-617
- 8.03%
$52.39 - $53.11 $32.3K - $32.8K
7.07K $374K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-543
- 7.83%
$50.82 - $51.09 $27.6K - $27.7K
6.4K $326K
VIG
Vanguard Dividend Appreciation

ETFs
-143
- 2.3%
N/A
6.08K $1.11M
ABT
Abbott Laboratories

Healthcare
-70
- 0.91%
$120.51 - $136.62 $8.44K - $9.56K
7.66K $1.03M
VTI
Vanguard Total Stock Market Et

ETFs
-205
- 11.29%
$303.93 - $329.86 $62.3K - $67.6K
1.61K $528K
BNDX
Vanguard Total International B

ETFs
-422
- 7.68%
$49.0 - $49.51 $20.7K - $20.9K
5.08K $251K
QCOM
Qualcomm Inc

Technology
-636
- 5.21%
$145.84 - $173.55 $92.8K - $110K
11.6K $1.93M
NXPI
Nxp Semiconductors N.V.

Technology
-164
- 7.25%
$205.16 - $239.07 $33.6K - $39.2K
2.1K $478K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-225
- 3.68%
$92.18 - $95.14 $20.7K - $21.4K
5.89K $559K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-292
- 0.66%
$78.11 - $79.07 $22.8K - $23.1K
44.2K $3.48M
XLV
Select Sector Spdr Fund Health

ETFs
-231
- 5.62%
$129.01 - $139.72 $29.8K - $32.3K
3.88K $539K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-472
- 0.8%
$55.61 - $57.37 $26.2K - $27.1K
58.3K $3.33M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.07K
- 7.9%
$135.0 - $146.02 $145K - $157K
12.5K $1.82M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-600
- 6.1%
$94.17 - $99.95 $56.5K - $60K
9.23K $922K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-312
- 6.11%
$81.61 - $86.58 $25.5K - $27K
4.79K $409K
COP
Conocophillips

Energy
-364
- 6.3%
$91.0 - $98.99 $33.1K - $36K
5.41K $511K
VNQ
Vanguard Specialized Funds Van

ETFs
-166
- 4.26%
$88.47 - $93.24 $14.7K - $15.5K
3.73K $341K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-559
- 1.15%
$72.57 - $74.72 $40.6K - $41.8K
48.1K $3.58M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-555
- 4.2%
$15.6 - $16.63 $8.66K - $9.23K
12.7K $210K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-67
- 0.23%
$82.38 - $83.0 $5.52K - $5.56K
28.5K $2.37M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.11K
- 2.64%
$17.81 - $18.39 $37.6K - $38.8K
77.9K $1.42M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-778
- 5.37%
$91.28 - $97.59 $71K - $75.9K
13.7K $1.32M
UNH
Unitedhealth Group Inc

Healthcare
-450
- 9.76%
$237.77 - $353.61 $107K - $159K
4.16K $1.44M
Smurfit Westrock PLC
-2.56K
- 24.32%
N/A
7.97K $0
Ge Healthcare Technologies I
-3.18K
- 30.55%
N/A
7.23K $0
Kenvue Inc
-17.8K
- 36.54%
N/A
31K $0
Blackrock Inc
-52
- 17.45%
N/A
246 $0
Te Connectivity PLC
-160
- 6.64%
N/A
2.25K $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-53
- 7.06%
$567.77 - $614.76 $30.1K - $32.6K
698 $427K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-131
- 6.31%
$210.88 - $226.87 $27.6K - $29.7K
1.95K $441K
TFC
Truist Financial Corp

Financial Services
-1.55K
- 5.76%
$42.83 - $47.07 $66.3K - $72.8K
25.3K $1.16M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-240
- 5.27%
$131.47 - $143.64 $31.6K - $34.5K
4.32K $610K
WMB
Williams Companies, Inc.

Energy
-121
- 0.48%
$56.52 - $64.01 $6.84K - $7.75K
25.1K $1.59M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-79
- 1.53%
$69.02 - $73.57 $5.45K - $5.81K
5.09K $374K
MCD
Mcdonalds Corp

Consumer Cyclical
-5
- 0.54%
$291.67 - $316.99 $1.46K - $1.58K
929 $282K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-293
- 5.1%
$72.65 - $78.68 $21.3K - $23.1K
5.46K $427K
EPD
Enterprise Products Partners L.P.

Energy
-35
- 0.07%
$30.74 - $32.14 $1.08K - $1.12K
50.5K $1.58M
VCIT
Vanguard Intermediate Term Cor

ETFs
-85
- 0.52%
$81.75 - $84.54 $6.95K - $7.19K
16.4K $1.38M
IWV
Ishares Russell 3000 ETF

ETFs
-35
- 3.53%
$351.04 - $379.81 $12.3K - $13.3K
957 $362K
IWD
Ishares Russell 1000 Val ETF

ETFs
-163
- 3.25%
$192.76 - $203.86 $31.4K - $33.2K
4.86K $989K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-190
- 2.27%
$63.74 - $68.36 $12.1K - $13K
8.17K $555K
PLD
Prologis, Inc.

Real Estate
-143
- 3.63%
$104.08 - $115.35 $14.9K - $16.5K
3.79K $434K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-746
- 1.28%
$13.87 - $14.46 $10.3K - $10.8K
57.5K $829K
IGV
Ishares Expanded Tech Software

ETFs
-705
- 3.78%
$105.96 - $117.79 $74.7K - $83K
17.9K $2.06M
VUG
Vanguard Growth ETF

ETFs
-8
- 1.13%
$433.97 - $484.08 $3.47K - $3.87K
702 $336K
Activity Summary
Buys All Purchases 129 New Holdings 38 Increased Positions 91 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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