0001633207-21-000002.txt : 20210423
0001633207-21-000002.hdr.sgml : 20210423
20210422184417
ACCESSION NUMBER: 0001633207-21-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210423
DATE AS OF CHANGE: 20210422
EFFECTIVENESS DATE: 20210423
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Patten Group, Inc.
CENTRAL INDEX KEY: 0001633207
IRS NUMBER: 465243257
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16802
FILM NUMBER: 21846147
BUSINESS ADDRESS:
STREET 1: 832 GEORGIA AVENUE
STREET 2: SUITE 360
CITY: CHATTANOOGA
STATE: TN
ZIP: 37402
BUSINESS PHONE: 4235310360
MAIL ADDRESS:
STREET 1: 832 GEORGIA AVENUE
STREET 2: SUITE 360
CITY: CHATTANOOGA
STATE: TN
ZIP: 37402
13F-HR
1
primary_doc.xml
13F-HR
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0001633207
XXXXXXXX
03-31-2021
03-31-2021
Patten Group, Inc.
832 GEORGIA AVENUE
SUITE 360
CHATTANOOGA
TN
37402
13F HOLDINGS REPORT
028-16802
N
Adrienne Zingrich
Chief Compliance Officer
423-531-0360
Adrienne Zingrich
Chattanooga
TN
04-22-2021
0
239
312249
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COM
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328
3459
SH
SOLE
0
0
3459
ISHARES TR
MSCI USA MIN VOL
46429B697
632
9131
SH
SOLE
0
0
9131
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
644
12827
SH
SOLE
0
0
12827
ISHARES TR
CORE MSCI EAFE
46432F842
1635
22689
SH
SOLE
0
0
22689
ISHARES INC
CUR HD MSCI EM
46434G509
367
11386
SH
SOLE
0
0
11386
ISHARES TR
MSCI LW CRB TG
46434V464
516
3303
SH
SOLE
0
0
3303
ISHARES TR
IBONDS DEC23 ETF
46434VAX8
276
10565
SH
SOLE
0
0
10565
ISHARES TR
IBONDS DEC22 ETF
46434VBA7
417
16367
SH
SOLE
0
0
16367
ISHARES TR
IBONDS DEC21 ETF
46434VBK5
910
36615
SH
SOLE
0
0
36615
ISHARES TR
MSCI GLOBAL IMP
46435G532
321
3384
SH
SOLE
0
0
3384
ISHARES TR
U.S. FIXED INCME
46435U796
221
2209
SH
SOLE
0
0
2209
JPMORGAN CHASE & CO
COM
46625H100
4834
31753
SH
SOLE
0
0
31753
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
209
4123
SH
SOLE
0
0
4123
JD.COM INC
SPON ADR CL A
47215P106
304
3599
SH
SOLE
0
0
3599
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
303
1187
SH
SOLE
0
0
1187
MARRIOTT VACTINS WORLDWID CO
COM
57164Y107
292
1675
SH
SOLE
0
0
1675
MERCK & CO. INC
COM
58933Y105
2402
31159
SH
SOLE
0
0
31159
METLIFE INC
COM
59156R108
211
3470
SH
SOLE
0
0
3470
MID-AMER APT CMNTYS INC
COM
59522J103
454
3145
SH
SOLE
0
0
3145
NETFLIX INC
COM
64110L106
251
481
SH
SOLE
0
0
481
NEXTERA ENERGY INC
COM
65339F101
2708
35811
SH
SOLE
0
0
35811
NEXTERA ENERGY PARTNERS LP
COM UNIT PART IN
65341B106
272
3735
SH
SOLE
0
0
3735
NOVARTIS AG
SPONSORED ADR
66987V109
1333
15597
SH
SOLE
0
0
15597
NVIDIA CORPORATION
COM
67066G104
4230
7922
SH
SOLE
0
0
7922
NUVEEN S&P 500 BUY-WRITE INC
COM
6706ER101
569
42190
SH
SOLE
0
0
42190
PAYPAL HLDGS INC
COM
70450Y103
1697
6989
SH
SOLE
0
0
6989
PIMCO ETF TR
ACTIVE BD ETF
72201R775
543
4963
SH
SOLE
0
0
4963
PIMCO ETF TR
INTER MUN BD ACT
72201R866
2268
40364
SH
SOLE
0
0
40364
PINNACLE FINL PARTNERS INC
COM
72346Q104
1612
18182
SH
SOLE
0
0
18182
PROLOGIS INC.
COM
74340W103
235
2220
SH
SOLE
0
0
2220
REGIONS FINANCIAL CORP NEW
COM
7591EP100
1729
83681
SH
SOLE
0
0
83681
ROKU INC
COM CL A
77543R102
478
1467
SH
SOLE
0
0
1467
SPDR S&P 500 ETF TR
TR UNIT
78462F103
5923
14944
SH
SOLE
0
0
14944
SPDR GOLD TR
GOLD SHS
78463V107
905
5657
SH
SOLE
0
0
5657
SPDR SER TR
FACTST INV ETF
78464A110
394
1883
SH
SOLE
0
0
1883
SPDR SER TR
BLMBRG BRC CNVRT
78464A359
2653
31828
SH
SOLE
0
0
31828
SPDR SER TR
SPDR BLOOMBERG
78468R663
300
3282
SH
SOLE
0
0
3282
SVB FINANCIAL GROUP
COM
78486Q101
276
560
SH
SOLE
0
0
560
SANOFI
SPONSORED ADR
80105N105
769
15557
SH
SOLE
0
0
15557
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
547
4682
SH
SOLE
0
0
4682
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
296
1762
SH
SOLE
0
0
1762
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
760
10370
SH
SOLE
0
0
10370
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
363
5671
SH
SOLE
0
0
5671
3M CO
COM
88579Y101
912
4733
SH
SOLE
0
0
4733
TRUIST FINL CORP
COM
89832Q109
2878
49357
SH
SOLE
0
0
49357
UNITEDHEALTH GROUP INC
COM
91324P102
2370
6370
SH
SOLE
0
0
6370
UNUM GROUP
COM
91529Y106
301
10801
SH
SOLE
0
0
10801
VANECK VECTORS ETF TR
VIDEO GAMING
92189F114
495
7238
SH
SOLE
0
0
7238
VANECK VECTORS ETF TR
MORNINGSTAR WIDE
92189F643
866
12503
SH
SOLE
0
0
12503
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
708
7615
SH
SOLE
0
0
7615
VENTAS INC
COM
92276F100
385
7210
SH
SOLE
0
0
7210
VERIZON COMMUNICATIONS INC
COM
92343V104
1994
34289
SH
SOLE
0
0
34289
VISA INC
COM CL A
92826C839
10350
48883
SH
SOLE
0
0
48883
WESTROCK CO
COM
96145D105
484
9307
SH
SOLE
0
0
9307
WISDOMTREE TR
US MIDCAP DIVID
97717W505
253
6258
SH
SOLE
0
0
6258
WISDOMTREE TR
ITL HDG QTLY DIV
97717X594
305
7382
SH
SOLE
0
0
7382
XYLEM INC
COM
98419M100
3126
29720
SH
SOLE
0
0
29720
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
692
2505
SH
SOLE
0
0
2505
EATON CORP PLC
SHS
G29183103
1997
14439
SH
SOLE
0
0
14439
LINDE PLC
SHS
G5494J103
1702
6075
SH
SOLE
0
0
6075
MEDTRONIC PLC
SHS
G5960L103
2636
22311
SH
SOLE
0
0
22311
APTIV PLC
SHS
G6095L109
2419
17544
SH
SOLE
0
0
17544
ALCON AG
ORD SHS
H01301128
1128
16058
SH
SOLE
0
0
16058
CHUBB LIMITED
COM
H1467J104
1796
11368
SH
SOLE
0
0
11368
TE CONNECTIVITY LTD
REG SHS
H84989104
215
1663
SH
SOLE
0
0
1663
NXP SEMICONDUCTORS N V
COM
N6596X109
346
1719
SH
SOLE
0
0
1719