Rossmore Private Capital
Latest statistics and disclosures from Rossmore Private Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XOM, AAPL, IVV, MSFT, CVX, and represent 28.00% of Rossmore Private Capital's stock portfolio.
- Added to shares of these 10 stocks: BLK (+$5.4M), ASML, IVV, PANW, IWV, NKE, NEM, Arista Networks, AAPL, AMZN.
- Started 7 new stock positions in PNC, PLTR, ETHA, BIV, Arista Networks, BLK, NEM.
- Reduced shares in these 10 stocks: , DE, DIS, SPGI, ANET, VO, BA, CCI, MUB, IEMG.
- Sold out of its positions in AMAT, ANET, BlackRock, GSAT, HUN, SPGI, SOLV, TD.
- Rossmore Private Capital was a net buyer of stock by $5.8M.
- Rossmore Private Capital has $809M in assets under management (AUM), dropping by -0.06%.
- Central Index Key (CIK): 0001733082
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Portfolio Holdings for Rossmore Private Capital
Rossmore Private Capital holds 233 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Exxon Mobil Corporation (XOM) | 6.6 | $54M | 497k | 107.46 |
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| Apple (AAPL) | 6.5 | $53M | 210k | 250.42 |
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| Ishares Tr Core S&p500 Etf (IVV) | 5.5 | $45M | +4% | 75k | 590.36 |
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| Microsoft Corporation (MSFT) | 4.9 | $40M | 94k | 421.57 |
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| Chevron Corporation (CVX) | 4.5 | $36M | 250k | 144.94 |
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| JPMorgan Chase & Co. (JPM) | 2.8 | $22M | 94k | 239.71 |
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| Amazon (AMZN) | 2.6 | $21M | +3% | 95k | 219.47 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.0 | $17M | 341k | 48.53 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $15M | 81k | 190.53 |
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| Eli Lilly & Co. (LLY) | 1.9 | $15M | +2% | 20k | 772.98 |
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| Automatic Data Processing (ADP) | 1.7 | $14M | 48k | 292.73 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $13M | 24k | 538.81 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $13M | 67k | 189.30 |
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| Johnson & Johnson (JNJ) | 1.6 | $13M | 87k | 144.62 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.4 | $12M | 48k | 240.48 |
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| Broadcom (AVGO) | 1.4 | $11M | 48k | 231.84 |
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| Home Depot (HD) | 1.3 | $11M | 28k | 388.99 |
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| Visa Com Cl A (V) | 1.3 | $11M | 33k | 316.04 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $10M | -5% | 40k | 264.15 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.3 | $10M | 15.00 | 680920.00 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $9.0M | +3% | 144k | 62.31 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $8.7M | +4% | 76k | 115.22 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.0 | $8.3M | +2% | 122k | 68.02 |
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| Raytheon Technologies Corp (RTX) | 1.0 | $8.2M | 71k | 115.97 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.0 | $8.0M | 103k | 78.01 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $7.8M | 15k | 526.57 |
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| Abbvie (ABBV) | 0.9 | $7.5M | 42k | 177.70 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $7.4M | 84k | 88.40 |
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| Merck & Co (MRK) | 0.9 | $7.2M | 72k | 99.48 |
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| Procter & Gamble Company (PG) | 0.8 | $6.5M | 39k | 167.83 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $6.4M | 29k | 220.96 |
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| Deere & Company (DE) | 0.8 | $6.4M | -18% | 15k | 423.70 |
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| NVIDIA Corporation (NVDA) | 0.8 | $6.4M | +2% | 47k | 134.29 |
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| Stryker Corporation (SYK) | 0.8 | $6.3M | 18k | 360.05 |
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| Costco Wholesale Corporation (COST) | 0.8 | $6.1M | +2% | 6.6k | 916.27 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $5.9M | 17k | 351.79 |
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| Wal-Mart Stores (WMT) | 0.7 | $5.8M | 65k | 90.35 |
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| Target Corporation (TGT) | 0.7 | $5.7M | 43k | 135.18 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $5.4M | 11k | 485.95 |
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| Blackrock (BLK) | 0.7 | $5.4M | NEW | 5.3k | 1025.05 |
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| Abbott Laboratories (ABT) | 0.6 | $5.0M | 44k | 113.11 |
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| Coca-Cola Company (KO) | 0.6 | $5.0M | 80k | 62.26 |
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| McKesson Corporation (MCK) | 0.6 | $4.7M | 8.3k | 569.91 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $4.7M | 10k | 453.28 |
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| Honeywell International (HON) | 0.6 | $4.6M | 20k | 225.89 |
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| Tesla Motors (TSLA) | 0.5 | $4.4M | 11k | 403.84 |
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| Pepsi (PEP) | 0.5 | $4.3M | -3% | 28k | 151.31 |
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| Cisco Systems (CSCO) | 0.5 | $4.1M | 69k | 59.20 |
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| McDonald's Corporation (MCD) | 0.5 | $4.1M | -5% | 14k | 289.89 |
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| Astrazeneca Sponsored Adr (AZN) | 0.5 | $4.0M | 60k | 66.64 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $3.9M | -2% | 6.6k | 586.08 |
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| Nextera Energy (NEE) | 0.4 | $3.3M | +22% | 46k | 71.75 |
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| Travelers Companies (TRV) | 0.4 | $3.2M | 13k | 240.89 |
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| Nike CL B (NKE) | 0.4 | $3.2M | +49% | 43k | 75.67 |
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| Emerson Electric (EMR) | 0.4 | $3.2M | 26k | 123.93 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $3.0M | +261% | 4.3k | 693.08 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $3.0M | 50k | 59.73 |
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| UnitedHealth (UNH) | 0.4 | $3.0M | 5.9k | 505.86 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $2.9M | +2% | 6.6k | 444.68 |
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| Palo Alto Networks (PANW) | 0.4 | $2.9M | +98% | 16k | 181.96 |
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| Meta Platforms Cl A (META) | 0.4 | $2.8M | 4.8k | 585.51 |
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| Walt Disney Company (DIS) | 0.3 | $2.8M | -32% | 25k | 111.35 |
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| General Dynamics Corporation (GD) | 0.3 | $2.8M | 11k | 263.49 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $2.8M | 27k | 101.53 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $2.7M | 16k | 172.42 |
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| Trane Technologies SHS (TT) | 0.3 | $2.6M | +3% | 7.0k | 369.35 |
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| Philip Morris International (PM) | 0.3 | $2.6M | -3% | 22k | 120.35 |
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| Union Pacific Corporation (UNP) | 0.3 | $2.5M | 11k | 228.04 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.5M | +7% | 8.6k | 289.81 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $2.4M | 4.6k | 517.08 |
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| American Tower Reit (AMT) | 0.3 | $2.3M | -10% | 12k | 182.67 |
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| Moody's Corporation (MCO) | 0.3 | $2.2M | 4.6k | 473.37 |
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| TJX Companies (TJX) | 0.3 | $2.1M | +3% | 18k | 120.81 |
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| salesforce (CRM) | 0.3 | $2.1M | 6.3k | 334.33 |
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| Norfolk Southern (NSC) | 0.3 | $2.1M | 8.8k | 234.70 |
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| 3M Company (MMM) | 0.3 | $2.1M | 16k | 129.09 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $2.0M | +6% | 5.0k | 410.44 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $2.0M | 28k | 74.01 |
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| Starbucks Corporation (SBUX) | 0.2 | $2.0M | 22k | 91.25 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $2.0M | 23k | 86.02 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $2.0M | 6.1k | 322.16 |
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| ConocoPhillips (COP) | 0.2 | $1.8M | 19k | 99.17 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $1.8M | +143% | 5.5k | 334.25 |
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| Victory Portfolios Ii Vcshs Us 500 Vol (CFA) | 0.2 | $1.8M | 21k | 84.91 |
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| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 0.2 | $1.8M | 26k | 69.65 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $1.6M | 43k | 37.53 |
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| Lowe's Companies (LOW) | 0.2 | $1.6M | 6.4k | 246.80 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.6M | 23k | 70.24 |
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| United Parcel Service CL B (UPS) | 0.2 | $1.6M | -3% | 13k | 126.10 |
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| International Business Machines (IBM) | 0.2 | $1.5M | 7.0k | 219.83 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $1.5M | 40k | 38.08 |
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| Oracle Corporation (ORCL) | 0.2 | $1.5M | 9.2k | 166.64 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.5M | 12k | 125.72 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $1.5M | 11k | 131.04 |
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| Boeing Company (BA) | 0.2 | $1.5M | -28% | 9.2k | 157.77 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.4M | 16k | 90.91 |
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| Bhp Group Sponsored Ads (BHP) | 0.2 | $1.4M | 29k | 48.83 |
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| Edwards Lifesciences (EW) | 0.2 | $1.4M | 19k | 74.03 |
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| Caterpillar (CAT) | 0.2 | $1.4M | +22% | 3.8k | 362.76 |
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| Danaher Corporation (DHR) | 0.2 | $1.4M | 5.9k | 229.55 |
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| Linde SHS (LIN) | 0.2 | $1.3M | 3.2k | 418.67 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.3M | 7.1k | 187.51 |
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| Pfizer (PFE) | 0.2 | $1.3M | -13% | 50k | 26.53 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.3M | +3% | 7.5k | 175.23 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.3M | 15k | 89.08 |
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| Kenvue (KVUE) | 0.2 | $1.3M | 60k | 21.35 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.2M | 28k | 44.04 |
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| Air Products & Chemicals (APD) | 0.2 | $1.2M | 4.3k | 290.04 |
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| Flexshares Tr Hig Yld Vl Etf (HYGV) | 0.1 | $1.2M | 30k | 40.68 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.2M | 9.3k | 127.59 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.2M | +3% | 15k | 75.61 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.1M | 20k | 56.56 |
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| Bank of America Corporation (BAC) | 0.1 | $1.1M | -2% | 26k | 43.95 |
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| Cme (CME) | 0.1 | $1.1M | +2% | 4.8k | 232.23 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | 2.7k | 401.58 |
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| Flexshares Tr Esg & Clm Us Lrg (FEUS) | 0.1 | $1.1M | +9% | 17k | 65.70 |
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| Ssga Active Etf Tr Incom Allo Etf (INKM) | 0.1 | $1.1M | 35k | 31.28 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $1.1M | 12k | 92.61 |
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| Newmont Mining Corporation (NEM) | 0.1 | $1.1M | NEW | 28k | 37.22 |
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| Illinois Tool Works (ITW) | 0.1 | $1.0M | 4.1k | 253.56 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.0M | +100% | 56k | 18.50 |
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| Amgen (AMGN) | 0.1 | $1.0M | 4.0k | 260.64 |
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| Altria (MO) | 0.1 | $1.0M | 20k | 52.29 |
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| Booking Holdings (BKNG) | 0.1 | $1.0M | 205.00 | 4968.42 |
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| CVS Caremark Corporation (CVS) | 0.1 | $1.0M | -13% | 23k | 44.89 |
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| Nyxoah S A SHS (NYXH) | 0.1 | $1.0M | 118k | 8.55 |
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| Energy Transfer Com Ut Ltd Ptn (Principal) (ET) | 0.1 | $980k | +66% | 50k | 19.59 |
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| L3harris Technologies (LHX) | 0.1 | $970k | 4.6k | 210.28 |
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| EOG Resources (EOG) | 0.1 | $943k | 7.7k | 122.58 |
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| Carrier Global Corporation (CARR) | 0.1 | $930k | 14k | 68.26 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $929k | 16k | 59.73 |
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| Ssga Active Etf Tr Globl Allo Etf (GAL) | 0.1 | $882k | -3% | 20k | 44.18 |
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| Rockwell Automation (ROK) | 0.1 | $847k | 3.0k | 285.79 |
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| Eaton Corp SHS (ETN) | 0.1 | $845k | +47% | 2.5k | 331.87 |
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| Cigna Corp (CI) | 0.1 | $835k | 3.0k | 276.14 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $830k | 3.6k | 232.72 |
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| AFLAC Incorporated (AFL) | 0.1 | $828k | 8.0k | 103.44 |
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| Citigroup Com New (C) | 0.1 | $805k | 11k | 70.39 |
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| Chubb (CB) | 0.1 | $801k | 2.9k | 276.30 |
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| Dupont De Nemours (DD) | 0.1 | $800k | 11k | 76.25 |
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| Victory Portfolios Ii Vcshs Us Sml Cap (CSA) | 0.1 | $794k | 11k | 73.99 |
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| Goldman Sachs (GS) | 0.1 | $770k | 1.3k | 572.62 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $746k | 18k | 41.82 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $742k | -42% | 14k | 52.22 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $739k | 7.0k | 104.89 |
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| CSX Corporation (CSX) | 0.1 | $739k | 23k | 32.27 |
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| Diageo Spon Adr New (DEO) | 0.1 | $733k | -2% | 5.8k | 127.13 |
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| Truist Financial Corp equities (TFC) | 0.1 | $730k | 17k | 43.38 |
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| Arista Networks Com Shs | 0.1 | $730k | NEW | 6.6k | 110.53 |
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| Medtronic SHS (MDT) | 0.1 | $721k | -30% | 9.0k | 79.88 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $688k | 5.4k | 126.75 |
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| BP Sponsored Adr (BP) | 0.1 | $679k | 23k | 29.56 |
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| Zoetis Cl A (ZTS) | 0.1 | $666k | 4.1k | 162.93 |
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| Packaging Corporation of America (PKG) | 0.1 | $653k | 2.9k | 225.13 |
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| At&t (T) | 0.1 | $653k | 29k | 22.77 |
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| American Express Company (AXP) | 0.1 | $624k | 2.1k | 296.79 |
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| Yum! Brands (YUM) | 0.1 | $614k | -20% | 4.6k | 134.16 |
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| Intercontinental Exchange (ICE) | 0.1 | $609k | 4.1k | 149.01 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $602k | 1.2k | 521.96 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $594k | 3.0k | 197.49 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $549k | 4.2k | 132.10 |
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| Ingersoll Rand (IR) | 0.1 | $542k | 6.0k | 90.46 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $534k | 4.2k | 128.62 |
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| Boston Scientific Corporation (BSX) | 0.1 | $528k | 5.9k | 89.32 |
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| General Mills (GIS) | 0.1 | $519k | -20% | 8.1k | 63.77 |
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| Autodesk (ADSK) | 0.1 | $511k | 1.7k | 295.57 |
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| Paychex (PAYX) | 0.1 | $481k | 3.4k | 140.22 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $473k | +5% | 743.00 | 636.03 |
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| State Street Corporation (STT) | 0.1 | $467k | 4.8k | 98.15 |
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| Simon Property (SPG) | 0.1 | $465k | -15% | 2.7k | 172.21 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $456k | NEW | 6.0k | 75.63 |
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| FedEx Corporation (FDX) | 0.1 | $456k | 1.6k | 281.33 |
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| Jacobs Engineering Group (J) | 0.1 | $454k | 3.4k | 133.62 |
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| Verizon Communications (VZ) | 0.1 | $454k | -9% | 12k | 38.83 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $450k | 4.6k | 97.31 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $450k | NEW | 18k | 25.29 |
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| Becton, Dickinson and (BDX) | 0.1 | $437k | 1.9k | 226.87 |
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| Cheniere Energy Com New (LNG) | 0.1 | $430k | 2.0k | 214.87 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $426k | +17% | 3.9k | 110.25 |
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| American Electric Power Company (AEP) | 0.1 | $420k | 4.6k | 92.23 |
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| Shell Spon Ads (SHEL) | 0.1 | $417k | 6.7k | 62.65 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $412k | 5.2k | 78.65 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $411k | +23% | 8.0k | 51.14 |
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| Servicenow (NOW) | 0.1 | $406k | -4% | 383.00 | 1060.12 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $402k | 1.6k | 247.16 |
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| Alps Etf Tr Disruptive Tech (DTEC) | 0.0 | $390k | -22% | 8.6k | 45.33 |
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| Roper Industries (ROP) | 0.0 | $390k | 750.00 | 519.85 |
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| Darden Restaurants (DRI) | 0.0 | $387k | 2.1k | 186.69 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $384k | 5.0k | 76.83 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $381k | 5.0k | 76.24 |
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| Intel Corporation (INTC) | 0.0 | $368k | -8% | 18k | 20.05 |
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| Phillips 66 (PSX) | 0.0 | $365k | 3.2k | 113.93 |
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| Ge Aerospace Com New (GE) | 0.0 | $363k | 2.2k | 166.79 |
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| Waste Management (WM) | 0.0 | $355k | +49% | 1.8k | 201.80 |
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| American Water Works (AWK) | 0.0 | $354k | 2.8k | 124.49 |
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| Clorox Company (CLX) | 0.0 | $349k | 2.2k | 162.41 |
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| Avery Dennison Corporation (AVY) | 0.0 | $343k | 1.8k | 187.13 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $341k | 2.9k | 117.50 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $328k | 460.00 | 712.33 |
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| Hartford Financial Services (HIG) | 0.0 | $326k | 3.0k | 109.40 |
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| Netflix (NFLX) | 0.0 | $325k | +25% | 365.00 | 891.32 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $319k | 4.3k | 74.27 |
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| Paypal Holdings (PYPL) | 0.0 | $312k | 3.7k | 85.35 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $311k | 5.5k | 56.77 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $299k | 2.1k | 139.50 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $296k | 631.00 | 469.29 |
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| Crown Castle Intl (CCI) | 0.0 | $289k | -66% | 3.2k | 90.76 |
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| Bio-techne Corporation (TECH) | 0.0 | $288k | 4.0k | 72.03 |
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| Sempra Energy (SRE) | 0.0 | $286k | 3.3k | 87.72 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $278k | 3.4k | 81.05 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.0 | $276k | 3.4k | 80.66 |
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| Fortune Brands (FBIN) | 0.0 | $273k | 4.0k | 68.33 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $273k | +10% | 1.3k | 212.41 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $271k | -18% | 5.3k | 50.71 |
|
| Southern Company (SO) | 0.0 | $260k | -26% | 3.2k | 82.32 |
|
| Hershey Company (HSY) | 0.0 | $254k | 1.5k | 169.34 |
|
|
| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.0 | $253k | 3.6k | 70.22 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $248k | 2.3k | 110.12 |
|
|
| Fluor Corporation (FLR) | 0.0 | $247k | 5.0k | 49.32 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $244k | 2.3k | 105.63 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $237k | 3.0k | 80.29 |
|
|
| Analog Devices (ADI) | 0.0 | $236k | -2% | 1.1k | 212.46 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $234k | 835.00 | 280.06 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $233k | 4.9k | 47.83 |
|
|
| Allegion Ord Shs (ALLE) | 0.0 | $233k | 1.8k | 130.68 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $223k | 2.5k | 89.33 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $223k | -71% | 2.1k | 106.55 |
|
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $222k | 2.2k | 98.86 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $211k | 1.1k | 195.77 |
|
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| PNC Financial Services (PNC) | 0.0 | $206k | NEW | 1.1k | 192.85 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $203k | NEW | 2.7k | 74.73 |
|
| Solar Cap (SLRC) | 0.0 | $162k | 10k | 16.16 |
|
|
| Mfs Inter Income Tr Sh Ben Int (MIN) | 0.0 | $27k | 10k | 2.66 |
|
Past Filings by Rossmore Private Capital
SEC 13F filings are viewable for Rossmore Private Capital going back to 2017
- Rossmore Private Capital 2024 Q4 filed Feb. 13, 2025
- Rossmore Private Capital 2024 Q3 filed Nov. 5, 2024
- Rossmore Private Capital 2024 Q2 filed Aug. 12, 2024
- Rossmore Private Capital 2024 Q1 filed May 13, 2024
- Rossmore Private Capital 2023 Q4 filed Feb. 7, 2024
- Rossmore Private Capital 2023 Q3 filed Nov. 13, 2023
- Rossmore Private Capital 2023 Q2 filed Aug. 14, 2023
- Rossmore Private Capital 2023 Q1 filed May 2, 2023
- Rossmore Private Capital 2022 Q4 filed Feb. 14, 2023
- Rossmore Private Capital 2022 Q3 filed Nov. 8, 2022
- Rossmore Private Capital 2022 Q2 filed Aug. 11, 2022
- Rossmore Private Capital 2022 Q1 filed May 9, 2022
- Rossmore Private Capital 2021 Q4 filed Feb. 7, 2022
- Rossmore Private Capital 2021 Q3 filed Nov. 8, 2021
- Rossmore Private Capital 2021 Q2 filed Aug. 13, 2021
- Rossmore Private Capital 2021 Q1 filed May 10, 2021