0001667731-24-000204.txt : 20240424
0001667731-24-000204.hdr.sgml : 20240424
20240424130158
ACCESSION NUMBER: 0001667731-24-000204
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240424
DATE AS OF CHANGE: 20240424
EFFECTIVENESS DATE: 20240424
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PATTON ALBERTSON MILLER GROUP, LLC
CENTRAL INDEX KEY: 0001511037
ORGANIZATION NAME:
IRS NUMBER: 474746562
STATE OF INCORPORATION: GA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14191
FILM NUMBER: 24869119
BUSINESS ADDRESS:
STREET 1: 605 CHESTNUT STREET
STREET 2: SUITE 1010
CITY: CHATTANOOGA
STATE: TN
ZIP: 37450
BUSINESS PHONE: 4234142100
MAIL ADDRESS:
STREET 1: 605 CHESTNUT STREET
STREET 2: SUITE 1010
CITY: CHATTANOOGA
STATE: TN
ZIP: 37450
FORMER COMPANY:
FORMER CONFORMED NAME: Patton Albertson Miller Group, LLC
DATE OF NAME CHANGE: 20160224
FORMER COMPANY:
FORMER CONFORMED NAME: Patton Albertson & Miller, LLC
DATE OF NAME CHANGE: 20110125
13F-HR
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03-31-2024
03-31-2024
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PATTON ALBERTSON MILLER GROUP, LLC
605 Chestnut Street
Suite 1010
Chattanooga
TN
37450
13F HOLDINGS REPORT
028-14191
000281558
801-106877
N
James B Patton
CEO
423-414-2100
James B Patton
Chattanooga
TN
04-24-2024
0
202
667497254
INFORMATION TABLE
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infotable.xml
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COM
784117103
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SKYWORKS SOLUTIONS INC
COM
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SH
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0
SOUTHERN CO
COM
842587107
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SOLE
4370
0
0
TARGET CORP
COM
87612E106
6951159
39226
SH
SOLE
37432
0
1794
TEXAS INSTRS INC
COM
882508104
243720
1399
SH
SOLE
1399
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
7858554
13521
SH
SOLE
12963
0
558
TJX COS INC NEW
COM
872540109
260649
2570
SH
SOLE
2570
0
0
TRAVELERS COMPANIES INC
COM
89417E109
6882916
29908
SH
SOLE
28292
0
1616
TRUIST FINL CORP
COM
89832Q109
1143244
29329
SH
SOLE
28191
0
1138
UNION PAC CORP
COM
907818108
6427287
26135
SH
SOLE
24796
0
1339
UNITED PARCEL SERVICE INC
CL B
911312106
319852
2152
SH
SOLE
2152
0
0
UNITED RENTALS INC
COM
911363109
10981063
15228
SH
SOLE
14336
0
892
UNITEDHEALTH GROUP INC
COM
91324P102
1444029
2919
SH
SOLE
2784
0
135
VALERO ENERGY CORP
COM
91913Y100
8061546
47229
SH
SOLE
44726
0
2503
VANECK ETF TRUST
MORNINGSTAR SMID
92189H730
1535428
45014
SH
SOLE
38678
0
6336
VANECK ETF TRUST
MRNGSTR WDE MOAT
92189F643
16913813
188140
SH
SOLE
166021
0
22119
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
488558
1016
SH
SOLE
1016
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
8290290
31898
SH
SOLE
28781
0
3117
VANGUARD INDEX FDS
VALUE ETF
922908744
461708
2835
SH
SOLE
2745
0
90
VANGUARD INDEX FDS
GROWTH ETF
922908736
785120
2281
SH
SOLE
2252
0
29
VANGUARD INDEX FDS
MID CAP ETF
922908629
223471
894
SH
SOLE
654
0
240
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
513453
5937
SH
SOLE
5937
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
278898
6677
SH
SOLE
6677
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
3268834
17901
SH
SOLE
15701
0
2200
VANGUARD STAR FDS
VG TL INTL STK F
921909768
229381
3804
SH
SOLE
3804
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
318078
6340
SH
SOLE
6340
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
1175386
9715
SH
SOLE
9715
0
0
VANGUARD WORLD FD
INF TECH ETF
92204A702
7438812
14187
SH
SOLE
13704
0
483
VANGUARD WORLD FD
UTILITIES ETF
92204A876
374130
2624
SH
SOLE
2624
0
0
VERALTO CORP
COM SHS
92338C103
474686
5354
SH
SOLE
5183
0
171
VERIZON COMMUNICATIONS INC
COM
92343V104
4680332
111543
SH
SOLE
105166
0
6377
VISA INC
COM CL A
92826C839
2790003
9997
SH
SOLE
9447
0
550
WABTEC
COM
929740108
6960016
47776
SH
SOLE
45373
0
2403
WALMART INC
COM
931142103
6759168
112335
SH
SOLE
106086
0
6249
WATTS WATER TECHNOLOGIES INC
CL A
942749102
2937654
13821
SH
SOLE
13308
0
513
WELLS FARGO CO NEW
COM
949746101
310897
5364
SH
SOLE
5127
0
237
WORLD ACCEP CORPORATION
COM
981419104
1491989
10291
SH
SOLE
10291
0
0
YUM BRANDS INC
COM
988498101
218096
1573
SH
SOLE
1573
0
0