Patton Albertson Miller Group, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $732 Million distributed in 220 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $38.2M, Apple Inc. with a value of $30.5M, Ishares Core S&P Total U.S. St with a value of $27.8M, Ishares Core S&P 500 ETF with a value of $20M, and Covenant Logistics Group, Inc. with a value of $15.7M.

Examining the 13F form we can see an increase of $12.4M in the current position value, from $720M to 732M.

Below you can find more details about Patton Albertson Miller Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $732 Million
ETFs: $186 Million
Technology: $149 Million
Industrials: $86 Million
Financial Services: $78.3 Million
Healthcare: $64.3 Million
Communication Services: $45.3 Million
Consumer Cyclical: $43.5 Million
Consumer Defensive: $40.7 Million
Other: $38.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 220
  • Current Value $732 Million
  • Prior Value $720 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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