Patton Albertson Miller Group, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

In the world of finance, analyzing the holdings of prominent firms can provide valuable insights into market trends and investment strategies. One such firm that we will be focusing on today is Patton Albertson Miller Group, LLC. We will be comparing their holdings from the second quarter of 2023 to the third quarter of 2023.

During this period, Patton Albertson Miller Group, LLC made several notable changes to their portfolio. Let's take a closer look at some of the key holdings and the shifts that occurred.

1. ISHARES TR (Ticker: ITOT)

- In the second quarter of 2023, Patton Albertson Miller Group, LLC held 268,243 shares of ISHARES TR, with a value of $26,244,000. However, in the third quarter, their holdings reduced to 254,838 shares, with a value of $24,003,000. This represented a decrease of 8.5% in shares.

2. APPLE INC (Ticker: AAPL)

- Patton Albertson Miller Group, LLC held 116,675 shares of APPLE INC in the second quarter of 2023, with a value of $22,631,000. Their holdings slightly increased in the third quarter to 117,875 shares, valued at $20,181,000. This showcased a decrease of 10.8% in value.

3. NVIDIA CORPORATION (Ticker: NVDA)

- The firm had 33,687 shares of NVIDIA CORPORATION in the second quarter, valued at $14,250,000. In the third quarter, their holdings increased to 34,068 shares, with a value of $14,819,000, indicating a 4% increase.

4. ISHARES TR (Ticker: IQLT)

- In the second quarter, Patton Albertson Miller Group, LLC held 381,708 shares of ISHARES TR, with a value of $13,588,000. However, in the third quarter, their holdings decreased to 378,432 shares, valued at $12,719,000. This represented a decrease of 6.4% in shares.

5. COVENANT LOGISTICS GROUP INC (Ticker: CVLG)

- Patton Albertson Miller Group, LLC retained their holdings in COVENANT LOGISTICS GROUP INC with 283,389 shares in both the second and third quarters, valued at $12,420,000.

These are just a few examples of the changes observed in Patton Albertson Miller Group, LLC's portfolio. It is important to note that these fluctuations in holdings are not uncommon, as investment strategies are continuously adjusted based on market conditions and investment outlook.

As with any investment analysis, it is crucial to conduct thorough research and seek professional advice before making any investment decisions. Remember that financial markets are dynamic and subject to various risks. Stay informed and stay ahead.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. Always do your own due diligence and consult with a qualified financial advisor before making any investment decisions.