Roman Butler Fullerton & Co as of Dec. 31, 2018
Portfolio Holdings for Roman Butler Fullerton & Co
Roman Butler Fullerton & Co holds 159 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P 500 Growth Index (IVW) | 4.0 | $4.7M | 30k | 155.97 | |
| Berkshire Hathaway (BRK.B) | 3.1 | $3.6M | 18k | 196.56 | |
| At&t (T) | 2.7 | $3.2M | 106k | 30.40 | |
| Apple (AAPL) | 2.5 | $2.9M | 19k | 153.77 | |
| Amazon (AMZN) | 2.4 | $2.8M | 1.7k | 1656.19 | |
| Microsoft Corporation (MSFT) | 2.3 | $2.8M | 27k | 103.61 | |
| Procter & Gamble Company (PG) | 2.1 | $2.4M | 27k | 91.16 | |
| Home Depot (HD) | 1.9 | $2.2M | 12k | 179.05 | |
| iShares Russell 1000 Growth Index (IWF) | 1.9 | $2.2M | 16k | 136.24 | |
| Pfizer (PFE) | 1.7 | $2.0M | 47k | 42.30 | |
| Walt Disney Company (DIS) | 1.7 | $2.0M | 17k | 112.79 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $1.9M | 7.8k | 237.72 | |
| Johnson & Johnson (JNJ) | 1.4 | $1.6M | 12k | 129.70 | |
| Cigna Corp (CI) | 1.4 | $1.6M | 8.3k | 191.80 | |
| iShares S&P 500 Index (IVV) | 1.2 | $1.5M | 5.6k | 260.52 | |
| Eaton Vance Enhanced Equity Income Fund (EOI) | 1.2 | $1.5M | 109k | 13.38 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 1.2 | $1.5M | 41k | 35.23 | |
| Walgreen Boots Alliance | 1.1 | $1.2M | 17k | 72.51 | |
| Alphabet Inc Class A cs (GOOGL) | 0.9 | $1.1M | 1.0k | 1078.82 | |
| Netflix (NFLX) | 0.9 | $1.1M | 3.3k | 324.60 | |
| Intuitive Surgical (ISRG) | 0.9 | $1.1M | 2.1k | 518.14 | |
| Proshares Tr S&p 500 Aristo (NOBL) | 0.9 | $1.1M | 17k | 62.06 | |
| Alphabet Inc Class C cs (GOOG) | 0.9 | $1.0M | 970.00 | 1070.10 | |
| Ameren Corporation (AEE) | 0.9 | $1.0M | 16k | 65.82 | |
| Merck & Co (MRK) | 0.9 | $1.0M | 14k | 74.48 | |
| iShares S&P Moderate Allocation Fund ETF (AOM) | 0.9 | $1.0M | 28k | 36.26 | |
| Invesco Buyback Achievers Etf equities (PKW) | 0.9 | $1.0M | 19k | 54.36 | |
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.8 | $1.0M | 102k | 9.85 | |
| Invesco Variable Rate Preferred Etf etf (VRP) | 0.8 | $1.0M | 42k | 23.68 | |
| Digital Realty Trust (DLR) | 0.8 | $960k | 9.1k | 105.12 | |
| Oracle Corporation (ORCL) | 0.8 | $962k | 20k | 47.83 | |
| Intel Corporation (INTC) | 0.8 | $952k | 20k | 48.54 | |
| Centene Corporation (CNC) | 0.8 | $947k | 8.0k | 118.39 | |
| Wal-Mart Stores (WMT) | 0.8 | $933k | 9.8k | 94.99 | |
| Cincinnati Financial Corporation (CINF) | 0.8 | $930k | 12k | 77.29 | |
| Technology SPDR (XLK) | 0.8 | $924k | 15k | 63.65 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $912k | 9.1k | 100.43 | |
| Caterpillar (CAT) | 0.8 | $907k | 6.8k | 133.01 | |
| Schwab U S Broad Market ETF (SCHB) | 0.8 | $906k | 15k | 62.35 | |
| Facebook Inc cl a (META) | 0.8 | $905k | 6.3k | 144.27 | |
| CVS Caremark Corporation (CVS) | 0.8 | $899k | 14k | 65.56 | |
| SPDR KBW Insurance (KIE) | 0.8 | $886k | 30k | 29.23 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.7 | $871k | 3.6k | 240.01 | |
| Verizon Communications (VZ) | 0.7 | $854k | 15k | 57.59 | |
| Novartis (NVS) | 0.7 | $856k | 9.7k | 88.06 | |
| Bristol Myers Squibb (BMY) | 0.7 | $849k | 18k | 47.73 | |
| iShares Dow Jones Select Dividend (DVY) | 0.7 | $836k | 9.0k | 92.49 | |
| Nasdaq Omx (NDAQ) | 0.7 | $810k | 10k | 80.58 | |
| Pepsi (PEP) | 0.7 | $812k | 7.5k | 108.09 | |
| Abiomed | 0.7 | $814k | 2.4k | 334.98 | |
| salesforce (CRM) | 0.7 | $804k | 5.5k | 146.96 | |
| Abbott Laboratories (ABT) | 0.7 | $760k | 11k | 69.04 | |
| Gilead Sciences (GILD) | 0.7 | $759k | 11k | 68.07 | |
| Lowe's Companies (LOW) | 0.7 | $765k | 8.0k | 96.03 | |
| Boeing Company (BA) | 0.6 | $756k | 2.1k | 352.78 | |
| Dollar General (DG) | 0.6 | $739k | 6.3k | 116.56 | |
| Amgen (AMGN) | 0.6 | $735k | 3.6k | 202.65 | |
| Ishares High Dividend Equity F (HDV) | 0.6 | $722k | 8.4k | 85.84 | |
| Valero Energy Corporation (VLO) | 0.6 | $702k | 9.1k | 77.38 | |
| UnitedHealth (UNH) | 0.6 | $708k | 2.9k | 244.73 | |
| Biotelemetry | 0.6 | $704k | 11k | 67.14 | |
| Health Care SPDR (XLV) | 0.6 | $697k | 8.0k | 87.50 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.6 | $690k | 9.3k | 73.89 | |
| Cisco Systems (CSCO) | 0.6 | $687k | 16k | 43.26 | |
| Verint Systems (VRNT) | 0.6 | $674k | 15k | 44.34 | |
| Ishares Tr usa min vo (USMV) | 0.6 | $655k | 12k | 53.33 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.6 | $642k | 3.8k | 170.52 | |
| Fidelity consmr staples (FSTA) | 0.5 | $640k | 21k | 30.96 | |
| Dominion Resources (D) | 0.5 | $625k | 8.7k | 71.87 | |
| National Health Investors (NHI) | 0.5 | $593k | 7.6k | 78.00 | |
| Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.5 | $592k | 36k | 16.24 | |
| Palo Alto Networks (PANW) | 0.5 | $586k | 3.0k | 196.12 | |
| Ventas (VTR) | 0.5 | $567k | 9.6k | 59.25 | |
| Bank Of America Corporation preferred (BAC.PL) | 0.5 | $568k | 448.00 | 1267.86 | |
| General Motors Company (GM) | 0.5 | $559k | 16k | 34.71 | |
| Cbre Clarion Global Real Estat re (IGR) | 0.5 | $565k | 84k | 6.71 | |
| AmeriGas Partners | 0.5 | $556k | 19k | 29.55 | |
| Unilever (UL) | 0.5 | $552k | 11k | 52.19 | |
| McDonald's Corporation (MCD) | 0.5 | $537k | 3.0k | 181.66 | |
| Lululemon Athletica (LULU) | 0.5 | $536k | 4.1k | 131.63 | |
| iShares S&P Growth Allocation Fund (AOR) | 0.5 | $540k | 13k | 42.25 | |
| Smith & Wesson Holding Corpora | 0.5 | $539k | 40k | 13.39 | |
| Fidelity cmn (FCOM) | 0.5 | $526k | 17k | 30.39 | |
| Broadcom (AVGO) | 0.5 | $534k | 2.1k | 249.65 | |
| Automatic Data Processing (ADP) | 0.4 | $512k | 3.9k | 132.57 | |
| Target Corporation (TGT) | 0.4 | $513k | 7.5k | 68.34 | |
| Servicenow (NOW) | 0.4 | $518k | 2.7k | 190.16 | |
| Ishares Tr core div grwth (DGRO) | 0.4 | $512k | 15k | 33.93 | |
| Atlassian Corp Plc cl a | 0.4 | $523k | 5.5k | 95.44 | |
| Square Inc cl a (XYZ) | 0.4 | $508k | 7.7k | 66.15 | |
| Cme (CME) | 0.4 | $498k | 2.8k | 179.72 | |
| Qualcomm (QCOM) | 0.4 | $498k | 8.8k | 56.76 | |
| Bank of America Corporation (BAC) | 0.4 | $477k | 19k | 25.72 | |
| Emerson Electric (EMR) | 0.4 | $483k | 7.8k | 62.15 | |
| Paychex (PAYX) | 0.4 | $470k | 7.0k | 67.35 | |
| Phillips 66 (PSX) | 0.4 | $463k | 5.0k | 93.03 | |
| Regeneron Pharmaceuticals (REGN) | 0.4 | $447k | 1.1k | 408.22 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $447k | 2.4k | 185.86 | |
| Arista Networks | 0.4 | $444k | 2.0k | 217.75 | |
| Tootsie Roll Industries (TR) | 0.4 | $437k | 14k | 32.23 | |
| Visa (V) | 0.4 | $440k | 3.2k | 138.67 | |
| Cibc Cad (CM) | 0.4 | $425k | 5.3k | 79.83 | |
| SYSCO Corporation (SYY) | 0.3 | $411k | 6.5k | 63.22 | |
| Anheuser-Busch InBev NV (BUD) | 0.3 | $407k | 5.8k | 70.77 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $396k | 5.5k | 72.13 | |
| Burlington Stores (BURL) | 0.3 | $403k | 2.5k | 164.15 | |
| Market Vectors Etf Tr Pfd Sec (PFXF) | 0.3 | $394k | 21k | 18.41 | |
| Raytheon Company | 0.3 | $379k | 2.4k | 159.71 | |
| Coca-Cola Company (KO) | 0.3 | $362k | 7.7k | 47.06 | |
| Spdr S&p 500 Etf (SPY) | 0.3 | $364k | 1.4k | 258.52 | |
| Cintas Corporation (CTAS) | 0.3 | $359k | 2.0k | 177.63 | |
| Teva Pharmaceutical Industries (TEVA) | 0.3 | $348k | 19k | 18.19 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $347k | 3.0k | 116.48 | |
| Ubiquiti Networks | 0.3 | $349k | 3.3k | 106.73 | |
| Chevron Corporation (CVX) | 0.3 | $337k | 3.0k | 113.39 | |
| Trade Desk (TTD) | 0.3 | $338k | 2.6k | 129.65 | |
| Diageo (DEO) | 0.3 | $328k | 2.3k | 139.69 | |
| Clorox Company (CLX) | 0.3 | $334k | 2.2k | 153.07 | |
| iShares Russell Midcap Value Index (IWS) | 0.3 | $329k | 4.1k | 80.24 | |
| Nuveen Muni Value Fund (NUV) | 0.3 | $334k | 35k | 9.59 | |
| Paypal Holdings (PYPL) | 0.3 | $316k | 3.5k | 90.60 | |
| Omega Healthcare Investors (OHI) | 0.3 | $302k | 8.2k | 36.87 | |
| Fidelity msci hlth care i (FHLC) | 0.3 | $304k | 7.2k | 42.29 | |
| Kroger (KR) | 0.2 | $283k | 10k | 28.44 | |
| Altria (MO) | 0.2 | $278k | 5.7k | 48.91 | |
| Royal Dutch Shell | 0.2 | $283k | 4.6k | 61.34 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $284k | 2.8k | 100.21 | |
| Abbvie (ABBV) | 0.2 | $288k | 3.3k | 88.34 | |
| Under Armour Inc Cl C (UA) | 0.2 | $288k | 16k | 17.53 | |
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.2 | $280k | 5.9k | 47.43 | |
| General Electric Company | 0.2 | $276k | 31k | 8.94 | |
| iShares Dow Jones US Health Care (IHF) | 0.2 | $271k | 1.6k | 168.74 | |
| DNP Select Income Fund (DNP) | 0.2 | $272k | 25k | 10.98 | |
| Vanguard Total Stock Market ETF (VTI) | 0.2 | $254k | 1.9k | 132.78 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.2 | $263k | 18k | 14.36 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $254k | 1.6k | 161.58 | |
| International Business Machines (IBM) | 0.2 | $252k | 2.1k | 122.03 | |
| Iron Mountain (IRM) | 0.2 | $245k | 7.1k | 34.75 | |
| Sturm, Ruger & Company (RGR) | 0.2 | $241k | 4.4k | 54.82 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.2 | $238k | 2.0k | 119.72 | |
| iShares Dow Jones US Technology (IYW) | 0.2 | $240k | 1.5k | 164.72 | |
| Spotify Technology Sa (SPOT) | 0.2 | $235k | 1.9k | 123.68 | |
| Eli Lilly & Co. (LLY) | 0.2 | $227k | 2.0k | 115.76 | |
| Rollins (ROL) | 0.2 | $220k | 5.7k | 38.66 | |
| Alerian Mlp Etf | 0.2 | $223k | 23k | 9.76 | |
| Zoetis Inc Cl A (ZTS) | 0.2 | $226k | 2.6k | 85.87 | |
| China Mobile | 0.2 | $206k | 4.1k | 50.80 | |
| 3M Company (MMM) | 0.2 | $212k | 1.1k | 193.96 | |
| Tyson Foods (TSN) | 0.2 | $210k | 3.6k | 57.55 | |
| TJX Companies (TJX) | 0.2 | $214k | 4.6k | 47.01 | |
| Rbc Cad (RY) | 0.2 | $213k | 2.9k | 72.90 | |
| Prospect Capital Corporation (PSEC) | 0.2 | $216k | 32k | 6.69 | |
| Baxter International (BAX) | 0.2 | $200k | 3.0k | 67.25 | |
| Ladenburg Thalmann Financial Services | 0.2 | $183k | 56k | 3.24 | |
| Liberty All-Star Equity Fund (USA) | 0.1 | $134k | 24k | 5.67 | |
| PIMCO High Income Fund (PHK) | 0.1 | $123k | 15k | 8.40 | |
| Coherus Biosciences (CHRS) | 0.1 | $122k | 10k | 12.20 | |
| Western Asset Municipal Hgh Incm Fnd (MHF) | 0.1 | $73k | 10k | 7.11 | |
| Prospect Capital Corp conv | 0.1 | $64k | 65k | 0.98 |