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PATTON ALBERTSON MILLER GROUP, LLC13F | |
| PATTON ALBERTSON MILLER GROUP, LLC | |
| Last update 2025-07-17 | 213 Stocks (10 new) |
| Value $760.00 Mil | Turnover 5 % |
PATTON ALBERTSON MILLER GROUP,... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 292,282 | 46,177.7 | -0.59% | 6.080 | -0.03% | 0.000 | +78.16% | +28.58% | 4,210,389.8 | Semiconductors | |
IVV | iShares Core S&P 500 ETF | 46,074 | 28,607.1 | -5.04% | 3.770 | -0.20% | 0.000 | +23.10% | +8.31% | 637,537.2 | ||
AAPL | Apple Inc | 133,497 | 27,389.7 | +12.46% | 3.610 | +0.40% | 0.000 | +11.32% | -14.04% | 3,207,319.3 | Hardware | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 197,234 | 26,634.5 | -4.89% | 3.510 | -0.18% | 0.040 | +23.44% | +7.92% | 72,492.1 | ||
MSFT | Microsoft Corp | 41,415 | 20,600.1 | +19.95% | 2.710 | +0.45% | 0.000 | +42.61% | +21.75% | 3,799,442.1 | Software | |
IYW | iShares U.S. Technology ETF | 113,957 | 19,745.3 | +10.96% | 2.600 | +0.26% | 0.090 | +40.90% | +12.95% | 22,525.5 | ||
AVGO | Broadcom Inc | 61,040 | 16,825.7 | +2.37% | 2.210 | +0.05% | 0.000 | +73.41% | +24.70% | 1,352,483.1 | Semiconductors | |
IVW | iShares S&P 500 Growth ETF | 143,948 | 15,848.7 | +25.29% | 2.090 | +0.42% | 0.030 | +31.74% | +11.57% | 62,168.8 | ||
META | Meta Platforms Inc | 20,377 | 15,040.1 | -0.37% | 1.980 | -0.01% | 0.000 | +47.39% | +22.11% | 1,794,676.5 | Interactive Media | |
CVLG | Covenant Logistics Group Inc | 580,528 | 13,996.5 | +0.74% | 1.840 | +0.01% | 2.190 | +30.52% | -11.92% | 633.8 | Transportation |
PATTON ALBERTSON MILLER GROUP, LLC's Historical Top Holdings Breakdowns
PATTON ALBERTSON MILLER GROUP, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
APP | AppLovin Corp | 2025-06-30 | New Buy New Buy | +0.64% | 219.37 ($323.27) 417.89 | $363.20 | 12.35% | New holding | 13,931 | 13,931 | |
MOAT | VanEck Morningstar Wide Moat ETF | 2025-06-30 | Reduce Reduce | -0.58% | 76.53 ($87.73) 93.79 | $96.67 | 10.19% | Reduce -43.01% | 58,862 | -44,416 | |
MSFT | Microsoft Corp | 2025-06-30 | Add Add | +0.45% | 354.56 ($433.34) 497.45 | $511.19 | 17.97% | Add 19.95% | 41,415 | 6,888 | |
IVW | iShares S&P 500 Growth ETF | 2025-06-30 | Add Add | +0.42% | 82.96 ($98.88) 110.1 | $113.02 | 14.30% | Add 25.29% | 143,948 | 29,052 | |
AAPL | Apple Inc | 2025-06-30 | Add Add | +0.40% | 172.42 ($202.27) 223.89 | $214.74 | 6.17% | Add 12.46% | 133,497 | 14,791 | |
IYW | iShares U.S. Technology ETF | 2025-06-30 | Add Add | +0.26% | 122.57 ($151.41) 173.27 | $179.99 | 18.88% | Add 10.96% | 113,957 | 11,256 | |
TRV | The Travelers Companies Inc | 2025-06-30 | Reduce Reduce | -0.26% | 233.83 ($263.64) 276.34 | $267.25 | 1.37% | Reduce -31.7% | 14,448 | -6,707 | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-06-30 | Add Add | +0.25% | 43.53 ($50.15) 54.46 | $55.59 | 10.86% | Add 17.96% | 231,380 | 35,226 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +0.23% | 456.74 ($525.37) 568.03 | $579.67 | 10.34% | Add 59.48% | 8,473 | 3,160 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Reduce Reduce | -0.20% | 498.8 ($573.99) 620.9 | $633.67 | 10.40% | Reduce -5.04% | 46,074 | -2,443 |
PATTON ALBERTSON MILLER GROUP, LLC Total Holding History ($B)
PATTON ALBERTSON MILLER GROUP, LLC's Asset Allocation
PATTON ALBERTSON MILLER GROUP, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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PATTON ALBERTSON MILLER GROUP, LLC's Hypothetical Growth since 2025-06-30
PATTON ALBERTSON MILLER GROUP, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PATTON ALBERTSON MILLER GROUP, LLC's Holdings Heat Map
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PATTON ALBERTSON MILLER GROUP, LLC's Holdings Bubble Chart
PATTON ALBERTSON MILLER GROUP, LLC News
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