Patten & Patten Inc Incresed Positions in Q3 2025

Patten & Patten Inc

  • $1.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLI
Industrial Sector Spdr

ETFs
75
+ 0.21%
$147.94 - $154.99 $11.1K - $11.6K
36.2K $5.58M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.83K
+ 62.31%
$108.46 - $120.63 $198K - $220K
4.76K $565K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
925
+ 10.97%
$112.94 - $129.99 $104K - $120K
9.36K $1.2M
CCJ
Cameco Corp

Energy
1.16K
+ 8.93%
$70.47 - $86.89 $81.4K - $100K
14.1K $1.18M
IYR
Ishares Tr

ETFs
2.07K
+ 93.92%
$94.16 - $98.46 $195K - $204K
4.27K $414K
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.47K
+ 38.38%
$40.94 - $42.85 $183K - $191K
16.1K $678K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
100
+ 3.64%
$224.68 - $282.71 $22.5K - $28.3K
2.85K $796K
ETN
Eaton Corp PLC

Industrials
17
+ 0.21%
$342.99 - $392.76 $5.83K - $6.68K
7.94K $2.97M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
165
+ 2.91%
$83.08 - $100.2 $13.7K - $16.5K
5.83K $583K
IDV
Ishares Tr

ETFs
1.87K
+ 9.68%
$34.54 - $37.28 $64.7K - $69.9K
21.2K $776K
GD
General Dynamics Corp

Industrials
12
+ 0.6%
$293.92 - $341.0 $3.53K - $4.09K
2.03K $691K
XLE
Energy Sector Spdr

ETFs
66
+ 0.31%
$84.25 - $91.99 $5.56K - $6.07K
21.2K $1.9M
SOXX
Ishares Semiconductor ETF

ETFs
105
+ 5.21%
$236.93 - $271.12 $24.9K - $28.5K
2.12K $574K
XLF
Financial Sector Spdr

ETFs
685
+ 2.05%
$51.37 - $54.25 $35.2K - $37.2K
34.1K $1.84M
META
Meta Platforms, Inc.

Communication Services
127
+ 6.66%
$695.21 - $791.73 $88.3K - $101K
2.03K $1.49M
WFC
Wells Fargo & Company

Financial Services
499
+ 7.02%
$77.05 - $85.16 $38.4K - $42.5K
7.61K $637K
VTI
Vanguard Total Stock Market Et

ETFs
47
+ 2.21%
$303.93 - $329.86 $14.3K - $15.5K
2.18K $714K
IYK
Ishares U.S. Consumer Staples

ETFs
858
+ 28.51%
$67.65 - $71.68 $58K - $61.5K
3.87K $264K
TMO
Thermo Fisher Scientific Inc.

Healthcare
4
+ 0.64%
$404.94 - $499.99 $1.62K - $2K
626 $303K
MA
Mastercard Inc

Financial Services
16
+ 0.29%
$550.18 - $598.96 $8.8K - $9.58K
5.48K $3.12M
TMUS
T Mobile Us, Inc.

Communication Services
110
+ 2.0%
$226.02 - $259.01 $24.9K - $28.5K
5.6K $1.34M
BOTZ
Global X Fds

ETFs
3
+ 0.04%
$32.14 - $35.96 $96.4 - $108
6.69K $237K
WMB
Williams Companies, Inc.

Energy
187
+ 1.72%
$56.52 - $64.01 $10.6K - $12K
11.1K $702K
TRV
Travelers Companies, Inc.

Financial Services
7
+ 0.58%
$250.62 - $279.43 $1.75K - $1.96K
1.21K $337K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
414
+ 2.56%
$13.77 - $14.45 $5.7K - $5.98K
16.6K $239K
ITW
Illinois Tool Works Inc

Industrials
9
+ 1.11%
$252.31 - $269.41 $2.27K - $2.42K
821 $214K
CHY
Calamos Convertible & High Income Fund

Financial Services
494
+ 2.71%
$10.75 - $11.45 $5.31K - $5.66K
18.7K $209K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
10
+ 0.16%
$45.72 - $47.27 $457 - $473
6.12K $287K
Goldman Sachs ETF Tr
43.9K
+ 24.04%
N/A
227K $0
Spinnaker ETF Series
53.6K
+ 29.9%
N/A
233K $0
Ishares Bitcoin Trust ETF
7.82K
+ 38.14%
N/A
28.3K $0
WM
Waste Management Inc

Industrials
1
+ 0.1%
$213.88 - $237.1 $214 - $237
992 $219K
KMI
Kinder Morgan, Inc.

Energy
62
+ 0.35%
$26.23 - $28.5 $1.63K - $1.77K
17.9K $506K
SBUX
Starbucks Corp

Consumer Cyclical
49
+ 1.24%
$81.9 - $96.86 $4.01K - $4.75K
4.01K $339K
APD
Air Products & Chemicals, Inc.

Basic Materials
13
+ 0.46%
$265.78 - $299.3 $3.46K - $3.89K
2.83K $770K
PAYX
Paychex Inc

Industrials
33
+ 0.96%
$126.69 - $147.99 $4.18K - $4.88K
3.48K $440K
ADP
Automatic Data Processing Inc

Industrials
21
+ 0.4%
$288.69 - $310.94 $6.06K - $6.53K
5.26K $1.54M
NFLX
Netflix Inc

Communication Services
138
+ 7.34%
$1147.87 - $1297.18 $158K - $179K
2.02K $2.42M
NVO
Novo Nordisk A S

Healthcare
2.67K
+ 8.84%
$45.38 - $71.7 $121K - $191K
32.8K $1.82M
MBLY
Mobileye Global Inc.
100
+ 0.13%
$13.5 - $19.08 $1.35K - $1.91K
74.6K $1.05M
DXCM
Dexcom Inc

Healthcare
13
+ 0.02%
$66.46 - $89.53 $864 - $1.16K
82.8K $5.57M
Activity Summary
Buys All Purchases 122 New Holdings 30 Increased Positions 92 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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