Patton Albertson Miller Group, LLC Top Holdings and 13F Report (2025) About Patton Albertson Miller Group, LLCInvestment ActivityPatton Albertson Miller Group, LLC has $673.37 million in total holdings as of March 31, 2025.Patton Albertson Miller Group, LLC owns shares of 214 different stocks, but just 69 companies or ETFs make up 80% of its holdings.Approximately 8.50% of the portfolio was purchased this quarter.About 14.06% of the portfolio was sold this quarter.This quarter, Patton Albertson Miller Group, LLC has purchased 220 new stocks and bought additional shares in 30 stocks.Patton Albertson Miller Group, LLC sold shares of 133 stocks and completely divested from 19 stocks this quarter.Largest Holdings NVIDIA $31,866,554iShares Core S&P 500 ETF $27,261,943Apple $26,368,208iShares Core S&P Total U.S. Stock Market ETF $25,300,502iShares U.S. Technology ETF $14,423,304 Largest New Holdings this Quarter 921937819 - Vanguard Intermediate-Term Bond ETF $6,287,928 Holding464287101 - iShares S&P 100 ETF $4,657,464 Holding464289438 - iShares Russell Top 200 Growth ETF $4,106,369 Holding12504L109 - CBRE Group $3,469,201 Holding824348106 - Sherwin-Williams $3,321,146 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 14,465 shares (about $8.13M)Covenant Logistics Group 288,125 shares (about $6.40M)Vanguard Intermediate-Term Bond ETF 82,120 shares (about $6.29M)iShares U.S. Equity Factor Rotation Active ETF 108,693 shares (about $5.30M)iShares S&P 100 ETF 17,197 shares (about $4.66M) Largest Sales this Quarter Allstate 12,081 shares (about $2.50M)Darden Restaurants 11,997 shares (about $2.49M)McKesson 3,549 shares (about $2.39M)DTE Energy 16,377 shares (about $2.26M)Union Pacific 9,393 shares (about $2.22M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPatton Albertson Miller Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$31,866,554$1,002,841 ▲3.2%294,0264.7%Computer and TechnologyIVViShares Core S&P 500 ETF$27,261,943$8,127,955 ▲42.5%48,5174.0%ETFAAPLApple$26,368,208$729,920 ▼-2.7%118,7063.9%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$25,300,502$1,034,768 ▼-3.9%207,3643.8%ETFIYWiShares U.S. Technology ETF$14,423,304$3,234,047 ▲28.9%102,7012.1%ManufacturingMSFTMicrosoft$12,960,957$2,284,600 ▲21.4%34,5271.9%Computer and TechnologyCVLGCovenant Logistics Group$12,792,750$6,396,375 ▲100.0%576,2501.9%TransportationMETAMeta Platforms$11,787,715$815,549 ▼-6.5%20,4521.8%Computer and TechnologyJPMJPMorgan Chase & Co.$11,090,725$1,574,332 ▼-12.4%45,2131.6%FinanceIVWiShares S&P 500 Growth ETF$10,665,796$830,364 ▲8.4%114,8961.6%ETFAVGOBroadcom$9,982,846$620,161 ▼-5.8%59,6241.5%Computer and TechnologyMCKMcKesson$9,578,733$2,388,458 ▼-20.0%14,2331.4%MedicalKLACKLA$9,570,265$998,630 ▼-9.4%14,0781.4%Computer and TechnologyDYNFiShares U.S. Equity Factor Rotation Active ETF$9,564,469$5,299,871 ▲124.3%196,1541.4%ETFMOATVanEck Morningstar Wide Moat ETF$9,088,430$1,434,043 ▼-13.6%103,2781.3%ETFCSCOCisco Systems$8,772,790$1,736,206 ▼-16.5%142,1621.3%Computer and TechnologyGOOGLAlphabet$8,612,165$669,742 ▼-7.2%55,6921.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$8,433,191$93,171 ▼-1.1%30,6841.3%ETFFIFiserv$8,355,912$2,104,933 ▼-20.1%37,8391.2%Business ServicesAOAiShares Core 80/20 Aggressive Allocation ETF$8,346,361$38,709 ▲0.5%109,1031.2%ETFWMTWalmart$8,151,622$1,479,256 ▼-15.4%92,8541.2%Retail/WholesaleURIUnited Rentals$8,015,493$1,285,988 ▼-13.8%12,7901.2%ConstructionPWRQuanta Services$7,998,131$1,341,579 ▼-14.4%31,4661.2%ConstructionKOCoca-Cola$7,974,145$219,515 ▼-2.7%111,3401.2%Consumer StaplesVGTVanguard Information Technology ETF$7,781,526$186,579 ▲2.5%14,3471.2%ETFGSThe Goldman Sachs Group$7,562,349$1,487,559 ▼-16.4%13,8431.1%FinanceIQLTiShares MSCI Intl Quality Factor ETF$7,461,125$460,960 ▼-5.8%187,9851.1%ETFWABWestinghouse Air Brake Technologies$7,154,439$1,584,818 ▼-18.1%39,4511.1%TransportationDHRDanaher$7,085,353$1,577,461 ▼-18.2%34,5631.1%MedicalMAMastercard$6,807,132$1,645,463 ▼-19.5%12,4191.0%Business ServicesPHMPulteGroup$6,681,794$1,179,424 ▼-15.0%64,9981.0%ConstructionROPRoper Technologies$6,670,961$1,367,798 ▼-17.0%11,3151.0%Computer and TechnologyAMPAmeriprise Financial$6,658,107$1,475,115 ▼-18.1%13,7531.0%FinanceHDHome Depot$6,574,602$129,374 ▼-1.9%17,9391.0%Retail/WholesaleCVXChevron$6,336,245$2,117,212 ▼-25.0%37,8760.9%EnergyBIVVanguard Intermediate-Term Bond ETF$6,287,928$6,287,928 ▲New Holding82,1200.9%ETFLOWLowe's Companies$6,083,981$1,324,268 ▼-17.9%26,0860.9%Retail/WholesaleDRIDarden Restaurants$5,775,270$2,492,478 ▼-30.1%27,7980.9%Retail/WholesaleSYKStryker$5,708,508$2,069,357 ▼-26.6%15,3350.8%MedicalTRVTravelers Companies$5,594,717$1,268,365 ▼-18.5%21,1550.8%FinanceCMICummins$5,528,211$2,109,791 ▼-27.6%17,6370.8%Auto/Tires/TrucksALLAllstate$5,511,064$2,501,659 ▼-31.2%26,6140.8%FinanceTMOThermo Fisher Scientific$5,452,705$1,735,630 ▼-24.1%10,9580.8%MedicalVLOValero Energy$5,321,821$1,902,754 ▼-26.3%40,2950.8%EnergyPEGPublic Service Enterprise Group$5,194,585$1,681,051 ▼-24.4%63,1180.8%UtilitiesIBMInternational Business Machines$5,133,978$1,468,059 ▼-22.2%20,6470.8%Computer and TechnologyUNPUnion Pacific$5,118,350$2,218,991 ▼-30.2%21,6660.8%TransportationAMATApplied Materials$5,033,632$170,806 ▲3.5%34,6860.7%Computer and TechnologyAORiShares Core 60/40 Balanced Allocation ETF$4,761,868$178,353 ▲3.9%82,7140.7%ETFBRK.BBerkshire Hathaway$4,712,268$10,652 ▼-0.2%8,8480.7%FinanceOEFiShares S&P 100 ETF$4,657,464$4,657,464 ▲New Holding17,1970.7%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$4,588,118$1,158,239 ▲33.8%142,1350.7%ETFJNJJohnson & Johnson$4,459,844$153,570 ▼-3.3%26,8920.7%MedicalABBVAbbVie$4,265,422$154,836 ▼-3.5%20,3580.6%MedicalBACBank of America$4,241,576$2,100,445 ▼-33.1%101,6430.6%FinanceDTEDTE Energy$4,224,731$2,264,464 ▼-34.9%30,5540.6%UtilitiesXLFFinancial Select Sector SPDR Fund$4,171,538$12,951 ▼-0.3%83,7490.6%ETFTGTTarget$4,117,823$741,058 ▼-15.3%39,4580.6%Retail/WholesaleIWYiShares Russell Top 200 Growth ETF$4,106,369$4,106,369 ▲New Holding19,4670.6%ETFGOOGAlphabet$3,927,778$33,589 ▼-0.8%25,1410.6%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$3,822,977$486,260 ▲14.6%18,5150.6%ETFMRKMerck & Co., Inc.$3,797,909$2,064,920 ▼-35.2%42,3120.6%MedicalADBEAdobe$3,727,145$1,390,680 ▼-27.2%9,7180.6%Computer and TechnologyVVisa$3,634,940$132,823 ▼-3.5%10,3720.5%Business ServicesINCYIncyte$3,579,111$1,708,661 ▼-32.3%59,1100.5%MedicalHPQHP$3,523,250$1,692,663 ▼-32.5%127,2390.5%Computer and TechnologyPGProcter & Gamble$3,513,677$207,058 ▼-5.6%20,6180.5%Consumer StaplesDOVDover$3,491,464$34,960 ▼-1.0%19,8740.5%IndustrialsVZVerizon Communications$3,490,449$2,166,664 ▼-38.3%76,9500.5%Computer and TechnologyCBRECBRE Group$3,469,201$3,469,201 ▲New Holding26,5270.5%FinanceAMZNAmazon.com$3,454,931$120,054 ▼-3.4%18,1590.5%Retail/WholesaleDISWalt Disney$3,351,232$1,866,500 ▼-35.8%33,9540.5%Consumer DiscretionarySHWSherwin-Williams$3,321,146$3,321,146 ▲New Holding9,5110.5%Basic MaterialsSTZConstellation Brands$3,312,191$1,452,020 ▼-30.5%18,0480.5%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$3,078,652$288,680 ▼-8.6%40,6960.5%ETFEFGiShares MSCI EAFE Growth ETF$3,058,209$200,601 ▼-6.2%30,5820.5%ETFIFRAiShares U.S. Infrastructure ETF$3,049,543$167,030 ▼-5.2%67,6620.5%ETFMUBiShares National Muni Bond ETF$3,009,047$6,854 ▼-0.2%28,5380.4%ETFLKQLKQ$2,771,013$1,713,128 ▼-38.2%65,1390.4%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$2,730,404$1,451,282 ▲113.5%5,3130.4%ETFSPYSPDR S&P 500 ETF Trust$2,709,126$165,020 ▼-5.7%4,8430.4%FinanceMTCHMatch Group$2,597,587$1,747,137 ▼-40.2%83,2560.4%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$2,555,036$200,197 ▼-7.3%13,1710.4%ETFPEPPepsiCo$2,426,113$69,270 ▼-2.8%16,1810.4%Consumer StaplesWTSWatts Water Technologies$2,049,600$547,117 ▼-21.1%10,0510.3%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$2,019,611$242,865 ▼-10.7%37,4210.3%ETFIGEBiShares Investment Grade Systematic Bond ETF$1,902,978$428,630 ▲29.1%42,2790.3%ETFAOMiShares Core 40/60 Moderate Allocation ETF$1,901,980$27,337 ▲1.5%43,3450.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,786,589$10,497 ▼-0.6%4,2550.3%FinanceCATCaterpillar$1,763,432$4,287 ▲0.2%5,3470.3%IndustrialsBUNGE GLOBAL SA$1,708,904$1,424,010 ▼-45.5%22,3620.3%COM SHSDEDeere & Company$1,665,254$30,508 ▼-1.8%3,5480.2%IndustrialsABTAbbott Laboratories$1,645,125$68,845 ▼-4.0%12,4020.2%MedicalXOMExxon Mobil$1,621,729$250,704 ▼-13.4%13,6360.2%EnergyMDLZMondelez International$1,536,599$72,396 ▼-4.5%22,6470.2%Consumer StaplesTLTiShares 20+ Year Treasury Bond ETF$1,498,991$883,628 ▲143.6%16,4670.2%ETFUNHUnitedHealth Group$1,490,069$18,855 ▼-1.2%2,8450.2%MedicalMCDMcDonald's$1,474,621$294,549 ▼-16.6%4,7210.2%Retail/WholesaleCINFCincinnati Financial$1,460,951$236,943 ▼-14.0%9,8900.2%FinancePNFPPinnacle Financial Partners$1,437,0540.0%13,5520.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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