R. W. Roge & Company, Inc. Portfolio Holdings
R. W. Roge & Company, Inc.
- $187 Million
- Q3 2024
R. W. Roge & Company, Inc. has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $187 Million distributed in 49 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 $33.4M, Vanguard Growth ETF with a value of $29.3M, Spdr Portfolio Long Term Treas with a value of $18.3M, Vanguard Value ETF with a value of $17M, and Schwab Strategic Tr Us Large C with a value of $9.83M.
Examining the 13F form we can see an increase of $12.1M in the current position value, from $175M to 187M.
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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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