Patten & Patten Inc Incresed Positions in Q4 2024

Patten & Patten Inc

  • $1.43 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
60K
+ 45.67%
$77.86 - $79.27 $4.68M - $4.76M
192K $14.9M
KRE
Spdr S&P Regional Banking ETF

ETFs
64.9K
+ 79.85%
$54.6 - $68.9 $3.54M - $4.47M
146K $8.82M
AMZN
Amazon Com Inc

Consumer Cyclical
1.45K
+ 3.82%
$180.88 - $232.93 $262K - $337K
39.3K $8.62M
NVO
Novo Nordisk A S

Healthcare
18.1K
+ 480.48%
$85.0 - $120.04 $1.54M - $2.17M
21.9K $1.88M
IXN
Ishares Global Information Tec

ETFs
4.41K
+ 0.95%
$80.67 - $87.84 $355K - $387K
470K $39.8M
SCHA
Schwab Strategic Tr Us Small C

ETFs
84.1K
+ 203.14%
$25.33 - $51.16 $2.13M - $4.3M
125K $3.25M
SCHW
Schwab Charles Corp

Financial Services
1.81K
+ 1.73%
$63.31 - $82.85 $114K - $150K
106K $7.84M
DXCM
Dexcom Inc

Healthcare
3.57K
+ 5.01%
$65.68 - $81.01 $234K - $289K
74.8K $5.82M
HON
Honeywell International Inc

Industrials
105
+ 0.25%
$202.84 - $236.0 $21.3K - $24.8K
42.7K $9.64M
XLI
Industrial Sector Spdr

ETFs
6.84K
+ 29.9%
$131.76 - $143.99 $901K - $985K
29.7K $3.92M
CRWD
Crowd Strike Holdings, Inc.

Technology
900
+ 11.53%
$275.15 - $388.2 $248K - $349K
8.71K $2.98M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.14K
+ 8.15%
$521.84 - $558.82 $593K - $635K
15.1K $8.12M
TJX
Tjx Companies Inc

Consumer Cyclical
1.11K
+ 0.71%
$112.15 - $127.2 $124K - $141K
157K $19M
NFLX
Netflix Inc

Communication Services
85
+ 4.4%
$687.65 - $936.56 $58.5K - $79.6K
2.02K $1.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.28K
+ 15.19%
$81.68 - $82.93 $431K - $438K
40K $3.28M
SPY
Spdr S&P 500 ETF Trust

ETFs
119
+ 0.55%
$567.81 - $607.81 $67.6K - $72.3K
21.9K $12.9M
MA
Mastercard Inc

Financial Services
153
+ 2.79%
$491.3 - $536.15 $75.2K - $82K
5.64K $2.97M
VUG
Vanguard Growth ETF

ETFs
118
+ 2.38%
$378.79 - $428.11 $44.7K - $50.5K
5.07K $2.08M
AXP
American Express CO

Financial Services
147
+ 2.96%
$267.35 - $305.57 $39.3K - $44.9K
5.11K $1.52M
CCJ
Cameco Corp

Energy
2.68K
+ 38.26%
$48.64 - $61.14 $130K - $164K
9.69K $497K
D
Dominion Energy, Inc

Utilities
4.09K
+ 23.43%
$52.63 - $60.92 $215K - $249K
21.6K $1.16M
WFC
Wells Fargo & Company

Financial Services
262
+ 3.64%
$54.98 - $77.35 $14.4K - $20.3K
7.45K $523K
MDT
Medtronic PLC

Healthcare
2.6K
+ 29.09%
$79.61 - $92.24 $207K - $240K
11.5K $921K
QQQ
Invesco Qqq Trust, Series 1

ETFs
51
+ 1.34%
$481.22 - $538.17 $24.5K - $27.4K
3.84K $1.96M
TMUS
T Mobile Us, Inc.

Communication Services
95
+ 1.57%
$206.1 - $246.94 $19.6K - $23.5K
6.14K $1.36M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
24.6K
+ 239.72%
$26.93 - $84.95 $662K - $2.09M
34.8K $951K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
250
+ 18.18%
$172.07 - $207.36 $43K - $51.8K
1.63K $320K
PANW
Palo Alto Networks Inc

Technology
840
+ 143.34%
$181.96 - $405.9 $153K - $341K
1.43K $259K
TRV
Travelers Companies, Inc.

Financial Services
189
+ 18.68%
$225.97 - $266.66 $42.7K - $50.4K
1.2K $289K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.15K
+ 7.77%
$50.37 - $50.6 $57.7K - $58K
15.9K $800K
GLD
Spdr Gold Trust

ETFs
231
+ 5.34%
$236.59 - $257.5 $54.7K - $59.5K
4.56K $1.1M
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.07%
$570.51 - $610.59 $1.71K - $1.83K
4.12K $2.43M
DE
Deere & CO

Industrials
81
+ 3.81%
$389.45 - $466.0 $31.5K - $37.7K
2.21K $934K
ORCL
Oracle Corp

Technology
467
+ 5.04%
$165.41 - $192.43 $77.2K - $89.9K
9.74K $1.62M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
42
+ 2.13%
$107.0 - $142.46 $4.49K - $5.98K
2.01K $261K
EPD
Enterprise Products Partners L.P.

Energy
125
+ 0.74%
$28.66 - $34.43 $3.58K - $4.3K
17.1K $536K
TLT
Ishares Barclays 20+ Year Trea

ETFs
827
+ 20.47%
$87.1 - $98.49 $72K - $81.5K
4.87K $425K
SHEL
Shell PLC

Energy
635
+ 15.18%
$60.63 - $70.23 $38.5K - $44.6K
4.82K $302K
VTV
Vanguard Value ETF

ETFs
220
+ 9.2%
$168.32 - $181.87 $37K - $40K
2.61K $442K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
50
+ 5.61%
$417.69 - $450.94 $20.9K - $22.5K
941 $400K
ENB
Enbridge Inc

Energy
2
+ 0.02%
$40.4 - $43.92 $80.8 - $87.8
10.2K $432K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
192
+ 6.5%
$113.92 - $127.38 $21.9K - $24.5K
3.15K $362K
SBUX
Starbucks Corp

Consumer Cyclical
404
+ 8.85%
$87.44 - $102.5 $35.3K - $41.4K
4.97K $452K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.26K
+ 199.95%
$22.01 - $66.82 $182K - $552K
12.4K $281K
ITA
Ishares Tr

ETFs
200
+ 3.85%
$144.31 - $157.31 $28.9K - $31.5K
5.4K $784K
IAU
Ishares Gold Trust

ETFs
165
+ 1.73%
$48.37 - $52.65 $7.98K - $8.69K
9.71K $480K
WM
Waste Management Inc

Industrials
58
+ 5.73%
$201.79 - $228.46 $11.7K - $13.3K
1.07K $215K
BOTZ
Global X Fds

ETFs
150
+ 2.29%
$31.11 - $34.18 $4.67K - $5.13K
6.69K $213K
IYT
Ishares Tr U.S. Transportation

ETFs
135
+ 2.5%
$66.79 - $75.4 $9.02K - $10.2K
5.54K $374K
Activity Summary
Buys All Purchases 107 New Holdings 12 Increased Positions 95 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 0
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