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Stephanie Graham

@Patten & Patten Inc Tn

Latest period2024 - Q3ReportedManaged Assets$1.507BTotal holdings317
Assets growth rate5.36%Assets growth rate (2-Q avg)3.62%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Patten & Patten Inc Tn's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 317 positions.

Assets under management

The assets under management (AUM) of Patten & Patten Inc Tn over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.507B in assets, with a quarterly growth rate of 5.36% and a 2-quarter average growth rate of 3.62%. The portfolio is managed by Stephanie Graham, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TSLATesla Inc
Recent Activity
Increased 4.34%
0.07%
$981,773
3,753 shares@ $261.6 avg price
GEVGe Vernova Inc
Recent Activity
Increased 5.53%
0.07%
$930,932
3,651 shares@ $254.99 avg price
INDAIshares Tr
Recent Activity
Increased 52.39%
0.07%
$923,662
15,781 shares@ $58.54 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 10.45%
0.06%
$866,869
10,255 shares@ $84.54 avg price
HDVIshares Tr
Recent Activity
Increased 12.15%
0.06%
$858,034
7,295 shares@ $117.62 avg price
MDTMedtronic Plc
Recent Activity
Increased 24.02%
0.06%
$804,778
8,939 shares@ $90.03 avg price
GLWCorning Inc
Recent Activity
Increased 2.31%
0.06%
$802,677
17,778 shares@ $45.16 avg price
WSMWilliams Sonoma Inc
Recent Activity
Increased 101.04%
0.06%
$780,872
5,040 shares@ $154.94 avg price
ITAIshares Tr
Recent Activity
Increased 5.08%
0.06%
$777,672
5,197 shares@ $149.64 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 63.89%
0.05%
$748,441
14,751 shares@ $50.74 avg price