PATTEN & PATTEN INC/TN

Q4 2024 13F Holdings

  • Location
    chattanooga, TN
  • Num holdings

    315

  • Value ($000)

    $1,513,784

  • Date Filed
    02/10/2025
  • Form type
    13F-HR
  • CIK
    0001044905
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$185.51M
12 %

740,786

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$67.06M
4 %

159,109

---

SMURFIT WESTROCK PLC

SHS
G8267P108
$52.90M
4 %

982,190

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$40.66M
3 %

214,815

IXN
IXN

ISHARES TR

GLOBAL TECH ETF
464287291
$39.82M
3 %

469,909

PGR
PGR

PROGRESSIVE CORP

COM
743315103
$35.97M
2 %

150,109

V
V

VISA INC

COM CL A
92826C839
$34.01M
2 %

107,627

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$32.56M
2 %

183,208

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$31.95M
2 %

133,270

JEPI
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
46641Q332
$24.47M
2 %

425,304

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 315