R. W. Roge & Company, Inc. Portfolio Holdings
R. W. Roge & Company, Inc.
- $195 Million
- Q3 2025
R. W. Roge & Company, Inc. has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $195 Million distributed in 57 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $33.3M, Vanguard Growth ETF with a value of $32.1M, Vanguard Value ETF with a value of $19.8M, World Gold Trust with a value of $11.1M, and Schwab Strategic Tr Us Large C with a value of $10.6M.
Examining the 13F form we can see an increase of $18.9M in the current position value, from $176M to 195M.
R. W. Roge & Company, Inc. is based out at Bohemia, NY
Below you can find more details about R. W. Roge & Company, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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