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PATTON ALBERTSON MILLER GROUP, LLC13F | |
| PATTON ALBERTSON MILLER GROUP, LLC | |
| Last update 2025-05-22 | 214 Stocks (13 new) |
| Value $673.00 Mil | Turnover 8 % |
PATTON ALBERTSON MILLER GROUP,... Top Holdings of 2025-03-31
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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 | 294,026 | 31,866.5 | +3.25% | 4.730 | +0.15% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
IVV | iShares Core S&P 500 ETF | 48,517 | 27,261.9 | +42.48% | 4.050 | +1.21% | 0.000 | +16.68% | +7.37% | 623,772.3 | ||
AAPL | Apple Inc | 118,706 | 26,368.2 | -2.69% | 3.920 | -0.11% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | 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 | +17.19% | +7.00% | 71,165.1 | ||
IYW | iShares U.S. Technology ETF | 102,701 | 14,423.3 | +28.90% | 2.140 | +0.48% | 0.080 | +32.01% | +10.14% | 21,710.7 | ||
MSFT | Microsoft Corp | 34,527 | 12,961.0 | +21.40% | 1.920 | +0.34% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
CVLG | Covenant Logistics Group Inc | 576,250 | 12,792.8 | 0% | 1.900 | 0% | 2.170 | +25.90% | -5.04% | 683.3 | Transportation | |
META | Meta Platforms Inc | 20,452 | 11,787.7 | -6.47% | 1.750 | -0.11% | 0.000 | +35.35% | +23.00% | 1,807,826.4 | Interactive Media | |
JPM | JPMorgan Chase & Co | 45,213 | 11,090.7 | -12.43% | 1.650 | -0.21% | 0.000 | +30.86% | +25.49% | 822,612.0 | Banks | |
IVW | iShares S&P 500 Growth ETF | 114,896 | 10,665.8 | +8.44% | 1.580 | +0.12% | 0.020 | +24.45% | +9.38% | 61,026.0 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +1.21% | 554.06 ($590.51) 615.85 | $628.17 | 6.38% | 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 | $76.73 | 1.71% | 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 | $55.06 | 7.12% | 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 | $307.86 | 7.22% | 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 | $248.36 | 7.96% | 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 | $16.21 | -0.06% | Sold Out | 0 | -258,919 | |
CBRE | CBRE Group Inc | 2025-03-31 | New Buy New Buy | +0.52% | 121.79 ($135.89) 147.13 | $143.18 | 5.36% | 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 | $354.00 | 0.87% | 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 | $175.51 | 12.67% | Add 28.9% | 102,701 | 23,028 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.34% | 375.39 ($407.71) 447.2 | $498.84 | 22.35% | Add 21.4% | 34,527 | 6,086 |
PATTON ALBERTSON MILLER GROUP, LLC Total Holding History ($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 2025-03-31
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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