Patten & Patten Inc Purchases in Q3 2025

Patten & Patten Inc

  • $1.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IXN
Ishares Global Information Tec

ETFs
23.3K
+ 4.6%
$91.28 - $103.32 $2.13M - $2.41M
530K $54.7M
MGC
Vanguard Mega Cap ETF

ETFs
19K
+ 69.65%
$224.2 - $245.55 $4.26M - $4.67M
46.3K $11.3M
VGSH
Vanguard

ETFs
64.6K
+ 8.69%
$58.43 - $58.88 $3.77M - $3.8M
808K $47.5M
GLD
Spdr Gold Trust

ETFs
7.37K
+ 33.57%
$300.96 - $355.47 $2.22M - $2.62M
29.3K $10.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.09K
+ 23.68%
$567.77 - $614.76 $2.32M - $2.52M
21.4K $13.1M
TJX
Tjx Companies Inc

Consumer Cyclical
56
+ 0.04%
$121.35 - $144.54 $6.8K - $8.09K
150K $21.8M
IVV
Ishares Core S&P 500 ETF

ETFs
4.26K
+ 103.88%
$620.67 - $670.08 $2.64M - $2.85M
8.35K $5.59M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11K
New
$182.33 - $194.5 $2.01M - $2.15M
11K $2.15M
UNH
Unitedhealth Group Inc

Healthcare
688
+ 1.33%
$237.77 - $353.61 $164K - $243K
52.6K $18.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
20.4K
+ 45.33%
$90.83 - $93.81 $1.85M - $1.91M
65.3K $6.1M
SHV
Ishares Tr

ETFs
16.3K
New
$110.06 - $110.49 $1.8M - $1.8M
16.3K $1.8M
KRE
Spdr S&P Regional Banking ETF

ETFs
17.2K
+ 10.15%
$58.82 - $66.17 $1.01M - $1.14M
187K $11.8M
IWL
Ishares Tr Russell 200 ETF

ETFs
9.91K
New
$152.78 - $166.59 $1.51M - $1.65M
9.91K $1.65M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
31.3K
+ 9.25%
$50.37 - $50.7 $1.58M - $1.59M
370K $18.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
31K
+ 176.05%
$50.47 - $50.74 $1.56M - $1.57M
48.6K $2.46M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.7K
New
$236.25 - $257.69 $1.35M - $1.47M
5.7K $1.46M
IWY
Ishares Tr Russell 200 Growth

ETFs
5.22K
New
$243.93 - $275.62 $1.27M - $1.44M
5.22K $1.43M
ITA
Ishares Tr

ETFs
5.76K
+ 53.84%
$184.73 - $209.26 $1.06M - $1.21M
16.5K $3.45M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
16.9K
+ 6.72%
$47.63 - $50.52 $804K - $853K
268K $13.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
12.2K
+ 28.83%
$87.29 - $93.61 $1.07M - $1.14M
54.5K $5.09M
IYC
Ishares U.S. Consumer Discreti

ETFs
11.3K
+ 146.3%
$98.12 - $105.85 $1.11M - $1.2M
19K $2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.33K
New
$339.37 - $366.46 $1.13M - $1.22M
3.33K $1.22M
NVDA
Nvidia Corp

Technology
672
+ 1.84%
$153.3 - $186.58 $103K - $125K
37.3K $6.95M
SPY
Spdr S&P 500 ETF Trust

ETFs
81
+ 0.35%
$617.65 - $666.84 $50K - $54K
23.1K $15.4M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
9.79K
New
$108.47 - $114.7 $1.06M - $1.12M
9.79K $1.12M
AVGO
Broadcom Inc.

Technology
156
+ 0.82%
$264.74 - $369.57 $41.3K - $57.7K
19.2K $6.33M
LOW
Lowes Companies Inc

Consumer Cyclical
1.48K
+ 6.35%
$215.01 - $273.02 $318K - $404K
24.8K $6.22M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
6K
+ 165.91%
$148.97 - $165.88 $893K - $995K
9.61K $1.58M
XLK
Technology Sector Spdr

ETFs
1.06K
+ 4.38%
$250.97 - $282.66 $265K - $299K
25.2K $7.1M
AMZN
Amazon Com Inc

Consumer Cyclical
4.39K
+ 10.23%
$211.65 - $238.24 $929K - $1.05M
47.3K $10.4M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
11K
+ 23.85%
$82.38 - $83.0 $903K - $910K
56.9K $4.72M
OEF
Ishares S&P 100 ETF

ETFs
3.42K
+ 5.78%
N/A
62.6K $16.7M
IWR
Ishares Russell Mid Cap ETF

ETFs
9.4K
New
$92.26 - $97.51 $867K - $917K
9.4K $907K
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.73K
+ 323.97%
$135.0 - $146.02 $774K - $837K
7.5K $1.09M
IYY
Ishares Tr

ETFs
5.11K
New
$150.75 - $162.82 $770K - $832K
5.11K $829K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.54K
New
$275.84 - $326.36 $700K - $828K
2.54K $827K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.2K
+ 239.64%
$62.09 - $66.51 $754K - $808K
17.2K $1.12M
IWV
Ishares Russell 3000 ETF

ETFs
2.05K
New
$351.04 - $379.81 $719K - $777K
2.05K $775K
XOM
Exxon Mobil Corp

Energy
594
+ 0.44%
$105.83 - $117.22 $62.9K - $69.6K
137K $15.4M
GE
General Electric CO

Industrials
100
+ 0.68%
$244.75 - $305.63 $24.5K - $30.6K
14.7K $4.43M
EWJ
Ishares Msci Japan ETF

ETFs
6.8K
+ 35.64%
$71.69 - $81.49 $487K - $554K
25.9K $2.08M
IYJ
Ishares Tr

ETFs
4.14K
New
$142.42 - $148.18 $589K - $613K
4.14K $603K
DVY
Ishares Tr

ETFs
3.77K
+ 53.12%
$133.88 - $142.57 $505K - $538K
10.9K $1.55M
NKE
Nike, Inc.

Consumer Cyclical
9.27K
+ 27.11%
$69.24 - $79.24 $642K - $735K
43.5K $3.03M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.53K
+ 3.48%
$78.96 - $80.04 $515K - $522K
194K $15.5M
BA
Boeing CO

Industrials
1.75K
+ 5.69%
$209.79 - $237.38 $367K - $415K
32.5K $7.02M
GLW
Corning Inc

Technology
68
+ 0.39%
$51.6 - $82.03 $3.51K - $5.58K
17.7K $1.45M
MBB
Ishares Tr

ETFs
5.27K
+ 35.33%
$92.46 - $95.73 $488K - $505K
20.2K $1.92M
SCHW
Schwab Charles Corp

Financial Services
277
+ 0.26%
$91.03 - $98.69 $25.2K - $27.3K
107K $10.2M
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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