Roble, Belko & Company, Inc Purchases in Q4 2024

Roble, Belko & Company, Inc

  • $629 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
17K
+ 511.72%
$87.25 - $95.52 $1.48M - $1.62M
20.3K $1.8M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
42.6K
+ 405.72%
$20.55 - $23.26 $875K - $991K
53.1K $1.12M
VV
Vanguard Large Cap ETF

ETFs
894
+ 1.22%
$260.27 - $280.65 $233K - $251K
74.3K $20M
ICSH
Blackrock Ultra Short Term Bon

ETFs
14.5K
+ 3.71%
$50.35 - $50.69 $728K - $733K
404K $20.4M
VNQ
Vanguard Specialized Funds Van

ETFs
22.3K
+ 13.16%
$87.85 - $98.6 $1.96M - $2.2M
191K $17M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
25.5K
+ 49.59%
$22.39 - $23.45 $571K - $598K
76.9K $1.77M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
26.9K
+ 14.98%
$44.04 - $49.49 $1.19M - $1.33M
207K $9.11M
OEF
Ishares S&P 100 ETF

ETFs
52
+ 0.16%
N/A
33.4K $9.65M
VGSH
Vanguard

ETFs
6.08K
+ 10.28%
$58.02 - $58.88 $353K - $358K
65.2K $3.79M
AMZN
Amazon Com Inc

Consumer Cyclical
804
+ 23.16%
$180.88 - $232.93 $145K - $187K
4.28K $938K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1K
+ 160.77%
$178.39 - $215.0 $178K - $215K
1.62K $313K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
7.86K
+ 52.67%
N/A
22.8K $548K
JPM
Jpmorgan Chase & CO

Financial Services
500
+ 28.0%
$205.18 - $250.29 $103K - $125K
2.29K $548K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
4.59K
+ 12.88%
$25.0 - $25.11 $115K - $115K
40.2K $1.01M
AAPL
Apple Inc.

Technology
145
+ 3.83%
$221.69 - $259.02 $32.1K - $37.6K
3.93K $983K
SO
Southern CO

Utilities
1.15K
New
$81.5 - $94.15 $94.1K - $109K
1.15K $95K
PG
Procter & Gamble CO

Consumer Defensive
610
+ 37.2%
$161.05 - $179.7 $98.2K - $110K
2.25K $377K
ED
Consolidated Edison Inc

Utilities
1K
New
$88.87 - $107.38 $88.9K - $107K
1K $89K
MCD
Mcdonalds Corp

Consumer Cyclical
300
New
$288.47 - $316.54 $86.5K - $95K
300 $87K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
4.87K
+ 32.48%
$20.28 - $21.2 $98.8K - $103K
19.9K $404K
T
At&T Inc.

Communication Services
3.64K
+ 302.75%
$21.22 - $23.88 $77.2K - $86.8K
4.84K $110K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
8.32K
+ 13.51%
$12.74 - $14.23 $106K - $118K
69.9K $908K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.59K
+ 23.12%
$24.82 - $25.48 $89.1K - $91.4K
19.1K $476K
WSBC
Wesbanco Inc

Financial Services
2.4K
New
$28.7 - $36.45 $68.9K - $87.4K
2.4K $78K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
897
+ 90.33%
$77.02 - $78.58 $69.1K - $70.5K
1.89K $146K
VZ
Verizon Communications Inc

Communication Services
1.68K
+ 6700.0%
$39.6 - $45.21 $66.3K - $75.7K
1.7K $68K
TSLA
Tesla, Inc.

Consumer Cyclical
10
+ 2.35%
$213.65 - $479.86 $2.14K - $4.8K
435 $176K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
3.92K
+ 10.18%
$22.71 - $23.47 $89K - $92K
42.4K $967K
KO
Coca Cola CO

Consumer Defensive
1K
+ 10000.0%
$61.74 - $71.71 $61.7K - $71.7K
1.01K $63K
ABT
Abbott Laboratories

Healthcare
500
New
$111.93 - $119.39 $56K - $59.7K
500 $57K
XOM
Exxon Mobil Corp

Energy
940
+ 18.24%
$105.51 - $125.37 $99.2K - $118K
6.09K $655K
EW
Edwards Lifesciences Corp

Healthcare
618
New
$64.54 - $75.92 $39.9K - $46.9K
618 $46K
IBDV
Ishares Tr

Technology
2.82K
+ 14.89%
$21.24 - $22.15 $59.8K - $62.4K
21.7K $464K
PFE
Pfizer Inc

Healthcare
1.93K
+ 49.7%
$24.8 - $30.19 $47.8K - $58.1K
5.8K $154K
PNW
Pinnacle West Capital Corp

Utilities
500
New
$84.03 - $94.52 $42K - $47.3K
500 $42K
Blackrock Inc
35
New
N/A
35 $36K
ABBV
Abb Vie Inc.

Healthcare
700
+ 15.71%
$164.99 - $203.87 $115K - $143K
5.16K $916K
SCHR
Schwab Intermediate Term Us Tr

ETFs
3.29K
+ 178.18%
$24.19 - $50.58 $79.6K - $166K
5.14K $125K
GOOGL
Alphabet Inc.

Communication Services
20
+ 1.9%
$161.86 - $196.66 $3.24K - $3.93K
1.07K $203K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.47K
+ 10.18%
$23.88 - $24.32 $35K - $35.7K
15.9K $380K
D
Dominion Energy, Inc

Utilities
500
New
$52.63 - $60.92 $26.3K - $30.5K
500 $27K
VTV
Vanguard Value ETF

ETFs
150
New
$168.32 - $181.87 $25.2K - $27.3K
150 $25K
CLX
Clorox CO

Consumer Defensive
150
New
$156.51 - $169.74 $23.5K - $25.5K
150 $24K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
324
+ 19.85%
$81.68 - $82.93 $26.5K - $26.9K
1.96K $160K
WMB
Williams Companies, Inc.

Energy
400
New
$46.37 - $59.74 $18.5K - $23.9K
400 $22K
META
Meta Platforms, Inc.

Communication Services
25
+ 12.2%
$554.08 - $632.68 $13.9K - $15.8K
230 $135K
CAH
Cardinal Health Inc

Healthcare
96
New
$107.89 - $125.33 $10.4K - $12K
96 $11K
WBD
Warner Bros. Discovery, Inc.

Communication Services
875
+ 514.71%
$7.33 - $12.37 $6.41K - $10.8K
1.05K $11K
VCIT
Vanguard Intermediate Term Cor

ETFs
100
New
$80.13 - $83.77 $8.01K - $8.38K
100 $8K
Activity Summary
Buys All Purchases 145 New Holdings 36 Increased Positions 109 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Roble, Belko & Company, Inc Portfolio

Follow Roble, Belko & Company, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roble, Belko & Company, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Roble, Belko & Company, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email