HoldingsChannel.com
Patten Group Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
COCA COLA CO 233,437 -700 $12,921
     KO233,437-700$12,921
VISA INC 55,503 -2,011 $10,429
     V55,503-2,011$10,429
KIMBERLY CLARK CORP 64,599 +173 $8,886
     KMB64,599+173$8,886
APPLE INC 28,635 -533 $8,409
     AAPL28,635-533$8,409
MICROSOFT CORP 51,293 -791 $8,089
     MSFT51,293-791$8,089
SPDR S&P 500 ETF TR (SPY) 16,297 +821 $5,245
     SPY16,297+821$5,245
JPMORGAN CHASE & CO 32,644 -212 $4,551
     JPM32,644-212$4,551
ISHARES TR (IWF) 25,731 +340 $4,527
     IWF25,731+340$4,527
FIRST REP BK SAN FRANCISCO C 36,071 -365 $4,237
     FRC36,071-365$4,237
INTEL CORP 68,528 -2,548 $4,101
     INTC68,528-2,548$4,101
UNITED TECHNOLOGIES CORP 27,063 -532 $4,053
     UTX27,063-532$4,053
INVESCO EXCHNG TRADED FD TR (BAB) 123,804 +29,879 $3,921
     BAB123,804+29,879$3,921
JOHNSON & JOHNSON 24,676 -606 $3,599
     JNJ24,676-606$3,599
CISCO SYS INC 69,156 +268 $3,317
     CSCO69,156+268$3,317
ASTRAZENECA PLC 65,779 +1,445 $3,280
     AZN65,779+1,445$3,280
DISNEY WALT CO 22,119 +1,745 $3,199
     DIS22,119+1,745$3,199
MEDTRONIC PLC 27,179 -382 $3,083
     MDT27,179-382$3,083
EXXON MOBIL CORP 41,693 -1,787 $2,909
     XOM41,693-1,787$2,909
WEYERHAEUSER CO 96,095 -584 $2,902
     WY96,095-584$2,902
PEPSICO INC 21,024 +265 $2,873
     PEP21,024+265$2,873
ISHARES TR (IJH) 13,734 -1,398 $2,827
     IJH13,734-1,398$2,827
BERKSHIRE HATHAWAY INC DEL      $2,679
     BRK.B11,826+270$2,679
TRUIST FINL CORP 46,681 +46,681 $2,629
     TFC46,681+46,681$2,629
ECOLAB INC 13,598 -250 $2,624
     ECL13,598-250$2,624
CHEVRON CORP NEW 21,488 +240 $2,590
     CVX21,488+240$2,590
XYLEM INC 31,636 -354 $2,493
     XYL31,636-354$2,493
VANGUARD INTL EQUITY INDEX F (VEU) 44,222 -257 $2,377
     VEU44,222-257$2,377
ISHARES TR (EFG) 26,742 +233 $2,312
     EFG26,742+233$2,312
MERCK & CO INC 25,391 +170 $2,309
     MRK25,391+170$2,309
CHUBB LIMITED 14,785 -1,150 $2,301
     CB14,785-1,150$2,301
NEXTERA ENERGY INC 9,455 -229 $2,290
     NEE9,455-229$2,290
DBX ETF TR (DBEF) 66,130 -2,422 $2,234
     DBEF66,130-2,422$2,234
IDEXX LABS INC 8,463 -400 $2,210
     IDXX8,463-400$2,210
ISHARES TR (IVV) 6,717 UNCH $2,171
     IVV6,717UNCH$2,171
ISHARES TR (IEFA) 32,917 -976 $2,148
     IEFA32,917-976$2,148
FIRST TR EXCHANGE TRADED FD (EELV) 97,052 +73,262 $2,144
     EELV97,052+73,262$2,144
UNITEDHEALTH GROUP INC 7,284 +393 $2,141
     UNH7,284+393$2,141
HONEYWELL INTL INC 11,081 +68 $1,961
     HON11,081+68$1,961
WALGREENS BOOTS ALLIANCE INC 33,000 UNCH $1,946
     WBA33,000UNCH$1,946
SPDR SERIES TRUST (CWB) 34,697 +584 $1,926
     CWB34,697+584$1,926
RAYTHEON CO 8,607 -927 $1,891
     RTN8,607-927$1,891
PROCTER & GAMBLE CO 14,998 -309 $1,873
     PG14,998-309$1,873
NEWMONT GOLDCORP CORPORATION 42,781 +635 $1,859
     NEM42,781+635$1,859
ISHARES TR (AGG) 16,291 +8,442 $1,831
     AGG16,291+8,442$1,831
BECTON DICKINSON & CO 6,705 -283 $1,824
     BDX6,705-283$1,824
APTIV PLC 18,348 -105 $1,743
     APTV18,348-105$1,743
ISHARES TR (EFA) 25,070 +3,935 $1,741
     EFA25,070+3,935$1,741
VENTAS INC 29,687 +1,802 $1,714
     VTR29,687+1,802$1,714
NOVARTIS A G 17,348 -107 $1,643
     NVS17,348-107$1,643
MARRIOTT INTL INC NEW 10,598 +11 $1,605
     MAR10,598+11$1,605

See Full List: All Stocks Held By Patten Group Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Patten Group Inc.

Size ($ in 1000's)
At 12/31/2019: $268,249
At 09/30/2019: $246,065

Patten Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Patten Group Inc. 13F filings. Link to 13F filings: SEC filings

Patten Group Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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