PA

PATTON ALBERTSON MILLER GROUP, LLC

13F
PATTON ALBERTSON MILLER GROUP, LLC
Last update 2025-05-22 214 Stocks (13 new)
Value $673.00 Mil Turnover 8 %
Countries:
Top Holdings: NVDA(4.73%)IVV(4.05%)AAPL(3.92%)ITOT(3.76%)IYW(2.14%)
Summary Stock Picks Current Portfolio
PATTON ALBERTSON MILLER GROUP,... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
294,026
31,866.5
+3.25%
4.730
+0.15%
0.000
+41.58%
+17.49%
3,847,137.1
Semiconductors
IVV
iShares Core S&P 500 ETF
48,517
27,261.9
+42.48%
4.050
+1.21%
0.000
+8.74%
+5.54%
593,136.4
 
AAPL
Apple Inc
118,706
26,368.2
-2.69%
3.920
-0.11%
0.000
-10.05%
-19.51%
3,003,295.9
Hardware
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
207,364
25,300.5
-3.93%
3.760
-0.15%
0.040
+8.78%
+5.06%
69,875.0
 
IYW
iShares U.S. Technology ETF
102,701
14,423.3
+28.90%
2.140
+0.48%
0.080
+18.79%
+7.79%
21,230.7
 
MSFT
Microsoft Corp
34,527
12,961.0
+21.40%
1.920
+0.34%
0.000
+27.21%
+18.11%
3,686,095.8
Software
CVLG
Covenant Logistics Group Inc
576,250
12,792.8
0%
1.900
0%
2.170
+6.35%
-10.35%
645.0
Transportation
META
Meta Platforms Inc
20,452
11,787.7
-6.47%
1.750
-0.11%
0.000
+21.84%
+25.51%
1,844,585.9
Interactive Media
JPM
JPMorgan Chase & Co
45,213
11,090.7
-12.43%
1.650
-0.21%
0.000
+16.43%
+21.13%
797,905.8
Banks
IVW
iShares S&P 500 Growth ETF
114,896
10,665.8
+8.44%
1.580
+0.12%
0.020
+15.55%
+8.08%
59,391.1
 

PATTON ALBERTSON MILLER GROUP, LLC's Historical Top Holdings Breakdowns

PATTON ALBERTSON MILLER GROUP, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+1.21%
●
554.06 ($590.51) 615.85
$617.46
4.56%
Add 42.48%
48,517
14,465
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
New Buy
New Buy
+0.93%
●
73.78 ($75.44) 76.59
$77.09
2.19%
New holding
82,120
82,120
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
2025-03-31
Add
Add
+0.79%
●
48.08 ($51.4) 53.73
$54.21
5.47%
Add 124.28%
196,154
108,693
OEF
iShares S&P 100 ETF
2025-03-31
New Buy
New Buy
+0.69%
●
268.35 ($287.14) 300.35
$303.11
5.56%
New holding
17,197
17,197
IWY
iShares Russell Top 200 Growth ETF
2025-03-31
New Buy
New Buy
+0.61%
●
210.19 ($230.05) 243.33
$244.74
6.39%
New holding
19,467
19,467
HST
Host Hotels & Resorts Inc
2025-03-31
Sold Out
Sold Out
-0.61%
●
14.21 ($16.22) 17.45
$15.76
-2.87%
Sold Out
0
-258,919
CBRE
CBRE Group Inc
2025-03-31
New Buy
New Buy
+0.52%
●
121.79 ($135.89) 147.13
$139.38
2.57%
New holding
26,527
26,527
SHW
Sherwin-Williams Co
2025-03-31
New Buy
New Buy
+0.49%
●
330.16 ($350.95) 365.55
$345.72
-1.49%
New holding
9,511
9,511
IYW
iShares U.S. Technology ETF
2025-03-31
Add
Add
+0.48%
●
140.44 ($155.77) 166.79
$171.77
10.27%
Add 28.9%
102,701
23,028
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.34%
●
375.39 ($407.71) 447.2
$495.94
21.64%
Add 21.4%
34,527
6,086

PATTON ALBERTSON MILLER GROUP, LLC Total Holding History ($B)

To

PATTON ALBERTSON MILLER GROUP, LLC's Asset Allocation

To

PATTON ALBERTSON MILLER GROUP, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PATTON ALBERTSON MILLER GROUP, LLC's Hypothetical Growth since 2025-03-31

PATTON ALBERTSON MILLER GROUP, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

PATTON ALBERTSON MILLER GROUP, LLC's Holdings Heat Map

Size field:

PATTON ALBERTSON MILLER GROUP, LLC's Holdings Bubble Chart

PATTON ALBERTSON MILLER GROUP, LLC News

  • 1

Discussions on PATTON ALBERTSON MILLER GROUP, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.