PATTON ALBERTSON MILLER GROUP, LLC

Q3 2025 13F-HR Holdings

Location
Chattanooga, TN
Holdings as of
9/30/2025
Date filed
11/3/2025
Form type
13F-HR
Num holdings
207
Total value ($000)
$828,198
Net value change ($000)
+68,553 (9.0%)
New positions
11
Sold out positions
18
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 2/3/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 9,072 33.1%
NVDA 7,356 15.9%
HD 6,630 96.1%
APP 5,794 118.8%
GOOGL 4,636 44.0%
APH 3,478 NEW
IYW 2,935 14.9%
MSFT 2,799 13.6%
IVW 2,652 16.7%
DYNF 2,594 20.6%
Top Reduces (Value $000, Stocks/ETFs)
META -1,818 -12.1%
FISV -1,647 -25.1%
CVLG -1,423 -10.2%
AMZN -1,357 -35.1%
AVGO -1,282 -7.6%
MS -1,128 -100.0%
CAT -1,012 -49.3%
DRI -766 -12.8%
ROP -765 -11.8%
TGT -690 -15.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type