PATTEN & PATTEN INC/TN

Q1 2025 13F Holdings

  • Location
    chattanooga, TN
  • Num holdings

    317

  • Value ($000)

    $1,493,629

  • Date Filed
    05/07/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
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---

SMURFIT WESTROCK PLC

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$44.17 M
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980,340

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743315103
$41.96 M
3 %

148,279

VGSH
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$38.76 M
3 %

660,425

ABBV
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COM
00287Y109
$37.68 M
3 %

179,842

V
V

VISA INC

COM CL A
92826C839
$37.27 M
3 %

106,356

IXN
IXN

ISHARES TR

GLOBAL TECH ETF
464287291
$36.95 M
3 %

487,893

GOOGL
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ALPHABET INC

CAP STK CL A
02079K305
$33.99 M
2 %

219,776

JPM
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JPMORGAN CHASE & CO.

COM
46625H100
$31.99 M
2 %

130,423

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