$215 Million is the total value of PATTON ALBERTSON MILLER GROUP, LLC's 149 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MKL | Exit | MARKEL CORP | $0 | – | -360 | -100.0% | -0.12% | – |
IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -1,293 | -100.0% | -0.13% | – |
PSX | Exit | PHILLIPS 66 | $0 | – | -3,891 | -100.0% | -0.17% | – |
WPX | Exit | WPX ENERGY INC | $0 | – | -47,295 | -100.0% | -0.60% | – |
RWM | Exit | PROSHARES TR | $0 | – | -78,399 | -100.0% | -0.69% | – |
V107SC | Exit | WELLPOINT INC | $0 | – | -29,767 | -100.0% | -1.88% | – |
HDGE | Exit | ADVISORSHARES TRetf stock | $0 | – | -1,534,119 | -100.0% | -9.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-01-08
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Coca-Cola Company | 42 | Q3 2023 | 4.6% |
JOHNSON & JOHNSON COM | 42 | Q3 2023 | 4.8% |
NVIDIA CORPORATION | 42 | Q3 2023 | 3.3% |
Microsoft Corporation | 42 | Q3 2023 | 3.3% |
Cisco Systems Inc | 42 | Q3 2023 | 2.7% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 42 | Q3 2023 | 3.3% |
ALTRIA GROUP INC COM | 42 | Q3 2023 | 2.7% |
VERIZON COMMUNICATIONS INC COM | 42 | Q3 2023 | 1.7% |
INTEL CORP COM | 42 | Q3 2023 | 1.4% |
PROCTER & GA O | 42 | Q3 2023 | 3.1% |
View PATTON ALBERTSON MILLER GROUP, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-24 |
13F-HR/A | 2024-02-14 |
13F-HR | 2024-02-07 |
13F-HR | 2023-10-24 |
13F-HR | 2023-07-13 |
13F-HR | 2023-04-21 |
13F-HR | 2023-01-23 |
13F-HR | 2022-10-13 |
13F-HR | 2022-07-22 |
13F-HR | 2022-05-02 |
View PATTON ALBERTSON MILLER GROUP, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.