$229 Million is the total value of PATTON ALBERTSON MILLER GROUP, LLC's 129 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EMB | New | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $3,265,000 | – | 28,149 | +100.0% | 1.42% | – |
| PFF | New | ISHARES U.S. PREFERRED STOCK ETFetf | $270,000 | – | 7,025 | +100.0% | 0.12% | – |
| 3106PS | New | DELPHI AUTOMOTIVE PLC SHSstock | $227,000 | – | 2,220 | +100.0% | 0.10% | – |
| BA | New | BOEING CO COMstock | $210,000 | – | 811 | +100.0% | 0.09% | – |
| SYY | New | SYSCO CORP COMstock | $206,000 | – | 3,800 | +100.0% | 0.09% | – |
| GOOG | New | ALPHABET INC CAP STK CL Cstock | $201,000 | – | 208 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-10-06
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.