Bernardo Wealth Planning »

Roper Industries shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of Roper Industries (ROP) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in Roper Industries

Tip: Access up to 7 years of quarterly data

All positions including Roper Industries held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Roper Industries by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $226k 402 561.39
2023-12-31 $219k 402 545.70

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)

View all positions for Bernardo Wealth Planning

Top funds holding Roper Industries

Vanguard Group
BlackRock
T. Rowe Price Associates
Franklin Resources
Morgan Stanley
T. Rowe Price Investment Management
Alliancebernstein
Principal Financial Group
Geode Capital Management
Akre Capital Management
Bank of New York Mellon
Nuveen Asset Management
Durable Capital Partners
Pictet Asset Management Holding SA
Mackenzie Financial

View all funds holding Roper Industries