Roman Butler Fullerton & Co
Latest statistics and disclosures from Roman Butler Fullerton & Co's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AMZN, SPY, NVDA, AAPL, and represent 19.85% of Roman Butler Fullerton & Co's stock portfolio.
- Added to shares of these 10 stocks: WMT, IJK, FIX, EME, VRT, CI, COST, SOXX, MDY, META.
- Started 18 new stock positions in VO, VTEB, FIX, TCAF, CORT, EME, LRCX, FLTR, SPSM, ILF. DFS, JNK, EPP, VRT, BIL, MDY, IJK, LQDI.
- Reduced shares in these 10 stocks: ELF, , , PANW, IVE, ADBE, PFE, DIA, ANET, VOOV.
- Sold out of its positions in AMT, DVN, ELF, QQQM, IRBT, IVE, NBIX, RGR, USB, ULTA. UPS, VOOV, V, WBA.
- Roman Butler Fullerton & Co was a net buyer of stock by $6.4M.
- Roman Butler Fullerton & Co has $267M in assets under management (AUM), dropping by 3.82%.
- Central Index Key (CIK): 0000733444
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Portfolio Holdings for Roman Butler Fullerton & Co
Roman Butler Fullerton & Co holds 211 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.8 | $13M | 32k | 400.97 |
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| Amazon (AMZN) | 4.0 | $11M | +2% | 60k | 177.23 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.9 | $11M | 21k | 499.73 |
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| NVIDIA Corporation (NVDA) | 3.6 | $9.7M | 12k | 795.17 |
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| Apple (AAPL) | 3.5 | $9.3M | -2% | 56k | 165.84 |
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| Mastercard Incorporated Cl A (MA) | 3.0 | $8.0M | 18k | 456.75 |
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| Eli Lilly & Co. (LLY) | 2.7 | $7.2M | 9.8k | 731.31 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.9 | $5.2M | +2% | 30k | 175.50 |
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| Meta Platforms Cl A (META) | 1.8 | $4.8M | +16% | 10k | 481.73 |
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| Cigna Corp (CI) | 1.7 | $4.5M | +35% | 13k | 353.19 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $4.5M | 28k | 157.95 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.6 | $4.4M | +3% | 45k | 97.64 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 1.5 | $4.1M | -2% | 50k | 82.27 |
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| Procter & Gamble Company (PG) | 1.5 | $4.1M | -4% | 25k | 160.54 |
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| Wal-Mart Stores (WMT) | 1.5 | $3.9M | +219% | 65k | 60.14 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $3.7M | 9.1k | 408.79 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.3 | $3.5M | +3% | 11k | 325.62 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $3.3M | +4% | 7.9k | 418.82 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $3.3M | +2% | 31k | 104.11 |
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| Eaton Vance Enhanced Equity Income Fund (EOI) | 1.2 | $3.2M | 177k | 17.86 |
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| Home Depot (HD) | 1.2 | $3.1M | 9.4k | 336.12 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 1.1 | $2.9M | -10% | 94k | 31.05 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $2.7M | 17k | 156.28 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.0 | $2.7M | +8% | 34k | 77.24 |
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| Super Micro Computer (SMCI) | 0.9 | $2.4M | +11% | 3.4k | 717.07 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $2.2M | 12k | 189.41 |
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| salesforce (CRM) | 0.8 | $2.2M | 7.9k | 273.80 |
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| Costco Wholesale Corporation (COST) | 0.8 | $2.0M | +116% | 2.8k | 715.53 |
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| Ftai Aviation SHS (FTAI) | 0.8 | $2.0M | +6% | 29k | 70.89 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $2.0M | 4.0k | 502.18 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.7 | $1.9M | NEW | 23k | 85.58 |
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| Johnson & Johnson (JNJ) | 0.7 | $1.9M | 13k | 149.12 |
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| Strategy Day Hagan Ned (SSUS) | 0.7 | $1.9M | 52k | 36.64 |
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| Palo Alto Networks (PANW) | 0.7 | $1.8M | -33% | 6.4k | 281.68 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $1.8M | -10% | 6.1k | 289.15 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.7 | $1.8M | +158% | 8.7k | 201.66 |
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| Oracle Corporation (ORCL) | 0.6 | $1.7M | 15k | 114.53 |
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| Parker-Hannifin Corporation (PH) | 0.6 | $1.7M | -7% | 3.1k | 539.81 |
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| Comfort Systems USA (FIX) | 0.6 | $1.6M | NEW | 5.5k | 295.24 |
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| Lowe's Companies (LOW) | 0.6 | $1.6M | -9% | 6.8k | 231.24 |
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| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.6 | $1.6M | +2% | 203k | 7.81 |
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| Emcor (EME) | 0.6 | $1.6M | NEW | 4.7k | 332.59 |
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| Arista Networks (ANET) | 0.6 | $1.6M | -23% | 6.4k | 245.47 |
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| Caterpillar (CAT) | 0.6 | $1.5M | 4.3k | 357.63 |
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| Servicenow (NOW) | 0.6 | $1.5M | 2.1k | 721.95 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $1.5M | +11% | 19k | 80.12 |
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| Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.6 | $1.5M | 76k | 19.45 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $1.4M | -2% | 18k | 80.87 |
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| Merck & Co (MRK) | 0.5 | $1.4M | 11k | 126.94 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $1.4M | -12% | 10k | 139.48 |
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| Adobe Systems Incorporated (ADBE) | 0.5 | $1.4M | -34% | 3.0k | 466.89 |
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| Nasdaq Omx (NDAQ) | 0.5 | $1.4M | -4% | 23k | 61.20 |
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| Valero Energy Corporation (VLO) | 0.5 | $1.4M | -4% | 8.3k | 165.89 |
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| Vertiv Holdings Com Cl A (VRT) | 0.5 | $1.4M | NEW | 18k | 76.07 |
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| Pfizer (PFE) | 0.5 | $1.4M | -34% | 52k | 26.26 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $1.3M | 23k | 56.17 |
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| Cbre Clarion Global Real Estat re (IGR) | 0.5 | $1.3M | +2% | 265k | 4.88 |
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| Datadog Cl A Com (DDOG) | 0.5 | $1.2M | -12% | 10k | 122.07 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.5 | $1.2M | 5.4k | 229.33 |
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| Ameren Corporation (AEE) | 0.5 | $1.2M | 16k | 74.38 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.2M | -7% | 9.6k | 120.56 |
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| Iron Mountain (IRM) | 0.4 | $1.1M | -8% | 15k | 75.85 |
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| Abbott Laboratories (ABT) | 0.4 | $1.1M | -3% | 10k | 107.07 |
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| Emerson Electric (EMR) | 0.4 | $1.1M | 11k | 95.06 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $1.1M | 19k | 56.84 |
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| Automatic Data Processing (ADP) | 0.4 | $1.1M | 4.3k | 246.29 |
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| Cintas Corporation (CTAS) | 0.4 | $1.1M | 1.6k | 665.00 |
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| Bank of America Corporation (BAC) | 0.4 | $1.0M | -11% | 27k | 37.73 |
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| Pepsi (PEP) | 0.4 | $1.0M | -9% | 5.8k | 176.46 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.4 | $999k | +42% | 9.7k | 103.54 |
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| Digital Realty Trust (DLR) | 0.4 | $968k | -3% | 7.1k | 135.85 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $966k | NEW | 1.8k | 523.51 |
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.4 | $963k | -12% | 9.4k | 102.91 |
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| International Business Machines (IBM) | 0.4 | $947k | 5.2k | 181.90 |
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| Nuveen Muni Value Fund (NUV) | 0.4 | $937k | +7% | 110k | 8.49 |
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| Draftkings Com Cl A (DKNG) | 0.3 | $880k | +28% | 22k | 40.55 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.3 | $866k | 12k | 71.39 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $861k | +15% | 8.5k | 101.56 |
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| Verizon Communications (VZ) | 0.3 | $857k | -4% | 22k | 38.60 |
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| Smith & Wesson Brands (SWBI) | 0.3 | $851k | -9% | 50k | 16.99 |
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $844k | 7.1k | 119.67 |
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| McDonald's Corporation (MCD) | 0.3 | $836k | -2% | 3.0k | 275.59 |
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| Republic Services (RSG) | 0.3 | $836k | -6% | 4.4k | 191.75 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $824k | +27% | 5.1k | 161.02 |
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| Abbvie (ABBV) | 0.3 | $797k | +2% | 4.7k | 167.90 |
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| Pulte (PHM) | 0.3 | $781k | -25% | 4.2k | 184.10 |
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| General Electric Com New (GE) | 0.3 | $764k | -2% | 5.1k | 150.19 |
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| Amgen (AMGN) | 0.3 | $747k | +23% | 2.7k | 271.90 |
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| Bristol Myers Squibb (BMY) | 0.3 | $744k | -13% | 15k | 49.14 |
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| Select Sector Spdr Tr Financial (XLF) | 0.3 | $740k | 18k | 40.87 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $734k | +4% | 3.3k | 220.78 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.3 | $716k | 42k | 17.05 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.3 | $714k | +34% | 7.2k | 99.54 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.3 | $694k | -8% | 11k | 65.60 |
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| Dollar General (DG) | 0.3 | $691k | -7% | 4.8k | 142.85 |
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| CVS Caremark Corporation (CVS) | 0.3 | $668k | -18% | 9.6k | 69.63 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $658k | +22% | 1.6k | 399.81 |
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| Spirit Airlines (SAVE) | 0.2 | $655k | +19% | 167k | 3.91 |
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| Cisco Systems (CSCO) | 0.2 | $646k | +3% | 13k | 48.14 |
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| United Rentals (URI) | 0.2 | $632k | 1.0k | 629.30 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $612k | +13% | 12k | 50.36 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $609k | 10k | 58.49 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $606k | -17% | 12k | 48.95 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $606k | 4.8k | 126.24 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $595k | +14% | 7.6k | 78.41 |
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| Paypal Holdings (PYPL) | 0.2 | $589k | +7% | 9.3k | 63.19 |
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| Kroger (KR) | 0.2 | $586k | -19% | 10k | 56.93 |
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| Coca-Cola Company (KO) | 0.2 | $582k | 9.6k | 60.55 |
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| Southwest Airlines (LUV) | 0.2 | $581k | -4% | 20k | 29.73 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.2 | $580k | -10% | 17k | 34.25 |
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| Advanced Micro Devices (AMD) | 0.2 | $573k | -2% | 3.9k | 148.65 |
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| SYSCO Corporation (SYY) | 0.2 | $569k | -4% | 7.4k | 77.32 |
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| Ishares Tr Ibonds 28 Tr Hi (IBHH) | 0.2 | $567k | +7% | 25k | 22.92 |
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| Netflix (NFLX) | 0.2 | $558k | +11% | 1.0k | 554.60 |
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| Select Sector Spdr Tr Indl (XLI) | 0.2 | $555k | +3% | 4.6k | 121.37 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.2 | $553k | NEW | 5.9k | 93.48 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $551k | +21% | 2.8k | 194.27 |
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| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.2 | $535k | +14% | 7.5k | 71.50 |
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| At&t (T) | 0.2 | $531k | 33k | 16.31 |
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| Target Corporation (TGT) | 0.2 | $529k | -17% | 3.2k | 167.12 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.2 | $523k | 450.00 | 1163.00 |
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| Spire (SR) | 0.2 | $506k | -2% | 8.2k | 61.38 |
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| Ares Capital Corporation (ARCC) | 0.2 | $505k | 24k | 20.66 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $504k | +9% | 3.0k | 170.49 |
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| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.2 | $501k | -8% | 21k | 23.41 |
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| Kinder Morgan (KMI) | 0.2 | $499k | -13% | 27k | 18.82 |
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| National Health Investors (NHI) | 0.2 | $483k | -10% | 7.8k | 62.32 |
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| UnitedHealth (UNH) | 0.2 | $479k | -14% | 976.00 | 491.01 |
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| Paychex (PAYX) | 0.2 | $470k | 3.9k | 121.22 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $462k | 1.9k | 247.71 |
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| Atkore Intl (ATKR) | 0.2 | $459k | -4% | 2.6k | 173.56 |
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| Waste Management (WM) | 0.2 | $458k | 2.2k | 207.56 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $453k | +450% | 7.9k | 57.16 |
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| Metropcs Communications (TMUS) | 0.2 | $446k | +3% | 2.7k | 162.39 |
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| Unilever Spon Adr New (UL) | 0.2 | $443k | -8% | 9.2k | 48.06 |
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| Deere & Company (DE) | 0.2 | $443k | +8% | 1.1k | 399.47 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $441k | -19% | 4.1k | 108.65 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $436k | +24% | 25k | 17.22 |
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| Phillips 66 (PSX) | 0.2 | $431k | -4% | 2.7k | 157.03 |
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| Broadcom (AVGO) | 0.2 | $431k | +6% | 352.00 | 1223.46 |
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| Illinois Tool Works (ITW) | 0.2 | $428k | 1.7k | 249.89 |
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| Fs Kkr Capital Corp (FSK) | 0.2 | $423k | +93% | 22k | 19.42 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $418k | +53% | 1.3k | 319.28 |
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| Truist Financial Corp equities (TFC) | 0.2 | $411k | 11k | 38.06 |
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| Walt Disney Company (DIS) | 0.2 | $410k | -13% | 3.7k | 112.00 |
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| Chevron Corporation (CVX) | 0.2 | $409k | -8% | 2.5k | 161.94 |
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| Honeywell International (HON) | 0.2 | $400k | -4% | 2.0k | 195.54 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $398k | 6.2k | 64.06 |
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| United Sts Gasoline Units (UGA) | 0.1 | $395k | +76% | 5.6k | 70.60 |
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| Fidelity Covington Trust Consmr Staples (FSTA) | 0.1 | $393k | 8.4k | 46.61 |
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| DNP Select Income Fund (DNP) | 0.1 | $386k | 44k | 8.82 |
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| Ishares Tr Grwt Allocat Etf (AOR) | 0.1 | $386k | 7.2k | 53.65 |
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| Ishares Msci Pac Jp Etf (EPP) | 0.1 | $385k | NEW | 9.3k | 41.42 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $383k | -42% | 6.5k | 58.78 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $381k | 2.7k | 143.09 |
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| Boeing Company (BA) | 0.1 | $381k | +18% | 2.2k | 170.47 |
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| Ishares Tr Latn Amer 40 Etf (ILF) | 0.1 | $380k | NEW | 14k | 27.30 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $378k | -20% | 15k | 24.65 |
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| Sap Se Spon Adr (SAP) | 0.1 | $369k | +21% | 2.1k | 178.21 |
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| Rbc Cad (RY) | 0.1 | $345k | -12% | 3.5k | 99.19 |
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| TJX Companies (TJX) | 0.1 | $343k | +22% | 3.8k | 89.26 |
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| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $327k | +35% | 11k | 29.57 |
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| Qualcomm (QCOM) | 0.1 | $316k | -15% | 2.0k | 160.16 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $312k | -48% | 723.00 | 431.19 |
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| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.1 | $310k | +25% | 9.6k | 32.18 |
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| Ishares U S Etf Tr Inflation Hedg (LQDI) | 0.1 | $308k | NEW | 12k | 25.46 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $304k | 624.00 | 486.60 |
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| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.1 | $295k | NEW | 12k | 25.45 |
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| Danaher Corporation (DHR) | 0.1 | $295k | 1.2k | 236.00 |
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| Essex Property Trust (ESS) | 0.1 | $293k | 1.2k | 239.84 |
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| Shell Spon Ads (SHEL) | 0.1 | $288k | -6% | 4.0k | 72.39 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $281k | -4% | 2.4k | 118.82 |
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| Ventas (VTR) | 0.1 | $278k | -16% | 6.4k | 43.13 |
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| FedEx Corporation (FDX) | 0.1 | $277k | -5% | 1.0k | 270.20 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $275k | 865.00 | 317.33 |
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| Discover Financial Services (DFS) | 0.1 | $274k | NEW | 2.2k | 126.66 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $269k | -8% | 490.00 | 548.90 |
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| Lululemon Athletica (LULU) | 0.1 | $269k | -14% | 743.00 | 361.79 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $268k | -5% | 4.5k | 59.49 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $267k | +3% | 3.2k | 84.31 |
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| General Mills (GIS) | 0.1 | $265k | 3.7k | 71.16 |
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| Capital One Financial (COF) | 0.1 | $263k | +4% | 1.8k | 147.26 |
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| Spdr Ser Tr S&p Metals Mng (XME) | 0.1 | $262k | 4.3k | 60.35 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $259k | +5% | 3.4k | 75.81 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $254k | 1.4k | 180.90 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $254k | 2.1k | 120.96 |
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| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.1 | $253k | +29% | 4.7k | 53.56 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $252k | 5.0k | 50.21 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $250k | NEW | 2.7k | 91.70 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $249k | NEW | 5.0k | 49.97 |
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| Lam Research Corporation (LRCX) | 0.1 | $246k | NEW | 283.00 | 868.29 |
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| Diageo Spon Adr New (DEO) | 0.1 | $243k | -7% | 1.7k | 142.10 |
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| Omega Healthcare Investors (OHI) | 0.1 | $240k | -3% | 7.9k | 30.26 |
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| Prospect Capital Corporation (PSEC) | 0.1 | $236k | -22% | 44k | 5.40 |
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| Tesla Motors (TSLA) | 0.1 | $235k | +18% | 1.7k | 142.05 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $230k | 2.4k | 95.60 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $228k | +894% | 3.5k | 65.96 |
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| Gilead Sciences (GILD) | 0.1 | $225k | -17% | 3.4k | 66.94 |
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| Intel Corporation (INTC) | 0.1 | $222k | -13% | 6.5k | 34.41 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $218k | NEW | 5.4k | 40.50 |
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| Constellation Brands Cl A (STZ) | 0.1 | $217k | 834.00 | 259.75 |
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| General Dynamics Corporation (GD) | 0.1 | $216k | -9% | 743.00 | 291.28 |
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| Centene Corporation (CNC) | 0.1 | $216k | 2.9k | 75.58 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.1 | $215k | NEW | 7.4k | 29.11 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $215k | -76% | 561.00 | 382.43 |
|
| Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) | 0.1 | $212k | 8.6k | 24.74 |
|
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| Corcept Therapeutics Incorporated (CORT) | 0.1 | $207k | NEW | 9.3k | 22.30 |
|
| Rollins (ROL) | 0.1 | $206k | -39% | 4.8k | 42.46 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $205k | 961.00 | 213.54 |
|
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $204k | NEW | 860.00 | 236.90 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $202k | -11% | 1.9k | 106.74 |
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Past Filings by Roman Butler Fullerton & Co
SEC 13F filings are viewable for Roman Butler Fullerton & Co going back to 2018
- Roman Butler Fullerton & Co 2024 Q1 filed April 29, 2024
- Roman Butler Fullerton & Co 2023 Q4 filed Jan. 31, 2024
- Roman Butler Fullerton & Co 2023 Q3 filed Oct. 18, 2023
- Roman Butler Fullerton & Co 2023 Q2 filed July 25, 2023
- Roman Butler Fullerton & Co 2023 Q1 filed April 27, 2023
- Roman Butler Fullerton & Co 2022 Q4 filed Jan. 23, 2023
- Roman Butler Fullerton & Co 2022 Q3 filed Oct. 17, 2022
- Roman Butler Fullerton & Co 2022 Q2 filed July 26, 2022
- Roman Butler Fullerton & Co 2022 Q1 filed May 5, 2022
- Roman Butler Fullerton & Co 2021 Q4 filed Jan. 24, 2022
- Roman Butler Fullerton & Co 2021 Q3 filed Nov. 10, 2021
- Roman Butler Fullerton & Co 2021 Q2 filed July 29, 2021
- Roman Butler Fullerton & Co 2021 Q1 filed April 22, 2021
- Roman Butler Fullerton & Co 2020 Q4 filed Feb. 1, 2021
- Roman Butler Fullerton & Co 2020 Q3 filed Oct. 15, 2020
- Roman Butler Fullerton & Co 2020 Q2 filed July 28, 2020