Roble, Belko & Company, Inc Incresed Positions in Q1 2025

Roble, Belko & Company, Inc

  • $627 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
67.8K
+ 100.65%
$67.03 - $74.61 $4.54M - $5.06M
135K $9.19M
VEA
Vanguard Ftse Developed Market

ETFs
13.3K
+ 2.05%
$47.4 - $52.99 $628K - $702K
659K $33.5M
MGC
Vanguard Mega Cap ETF

ETFs
12.6K
+ 1704.58%
$199.2 - $222.69 $2.52M - $2.82M
13.4K $2.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.21K
+ 1.59%
$71.17 - $73.66 $584K - $605K
523K $38.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
22.6K
+ 7.24%
$18.36 - $20.51 $416K - $464K
335K $6.63M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.33K
+ 95.96%
$442.66 - $534.52 $589K - $711K
2.72K $1.45M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.46K
+ 1.97%
$57.44 - $59.4 $313K - $324K
282K $16.8M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.54K
+ 3.29%
$48.43 - $49.9 $317K - $326K
205K $10.2M
VNQ
Vanguard Specialized Funds Van

ETFs
2.77K
+ 1.45%
$85.55 - $94.34 $237K - $261K
194K $17.6M
IBM
International Business Machines Corp

Technology
334
+ 3.35%
$217.4 - $264.74 $72.6K - $88.4K
10.3K $2.56M
EFA
Ishares Tr Msci Eafe ETF

ETFs
534
+ 1.56%
$74.85 - $84.89 $40K - $45.3K
34.7K $2.83M
ABBV
Abb Vie Inc.

Healthcare
362
+ 7.02%
$169.2 - $216.66 $61.3K - $78.4K
5.52K $1.16M
VDE
Vanguard Energy ETF

ETFs
1.56K
+ 140.96%
$119.14 - $132.76 $186K - $207K
2.67K $346K
FISV
Fiserv Inc

Technology
800
+ 100.0%
N/A
1.6K $354K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.26K
+ 296.72%
$56.17 - $59.71 $127K - $135K
3.03K $173K
BA
Boeing CO

Industrials
601
+ 115.13%
$148.15 - $186.25 $89K - $112K
1.12K $192K
XOM
Exxon Mobil Corp

Energy
257
+ 4.22%
$105.44 - $118.93 $27.1K - $30.6K
6.35K $755K
VV
Vanguard Large Cap ETF

ETFs
4.02K
+ 5.41%
$253.32 - $282.66 $1.02M - $1.14M
78.3K $20.1M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3.05K
+ 5.74%
$20.2 - $22.24 $61.6K - $67.8K
56.1K $1.21M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.81K
+ 14.68%
$24.79 - $25.26 $69.6K - $70.9K
21.9K $554K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.1K
+ 3.0%
$13.05 - $13.97 $27.4K - $29.3K
72K $981K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
13
+ 0.07%
$128.74 - $138.67 $1.67K - $1.8K
19K $2.58M
CVX
Chevron Corp

Energy
376
+ 529.58%
$146.71 - $167.97 $55.2K - $63.2K
447 $75K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
954
+ 98.25%
$57.21 - $65.8 $54.6K - $62.8K
1.93K $112K
MDT
Medtronic PLC

Healthcare
535
+ 3821.43%
$79.84 - $94.5 $42.7K - $50.6K
549 $49K
PEP
Pepsico Inc

Consumer Defensive
300
+ 48.31%
$142.64 - $156.42 $42.8K - $46.9K
921 $138K
KO
Coca Cola CO

Consumer Defensive
464
+ 45.94%
$60.81 - $72.32 $28.2K - $33.6K
1.47K $106K
BMY
Bristol Myers Squibb CO

Healthcare
676
+ 676.0%
$53.9 - $63.11 $36.4K - $42.7K
776 $47K
KHC
Kraft Heinz CO

Consumer Defensive
1.19K
+ 1544.16%
$28.51 - $32.22 $33.9K - $38.3K
1.27K $39K
IWM
Ishares Russell 2000 ETF

ETFs
228
+ 38.51%
$198.1 - $229.79 $45.2K - $52.4K
820 $164K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
1.13K
+ 5.67%
$20.1 - $20.8 $22.7K - $23.4K
21K $436K
IBDV
Ishares Tr

Technology
1.08K
+ 4.95%
$21.11 - $21.73 $22.7K - $23.4K
22.8K $495K
CLX
Clorox CO

Consumer Defensive
211
+ 140.67%
$141.76 - $162.89 $29.9K - $34.4K
361 $53K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
976
+ 15.9%
$24.21 - $25.09 $23.6K - $24.5K
7.11K $178K
NVDA
Nvidia Corp

Technology
252
+ 257.14%
$106.98 - $149.43 $27K - $37.7K
350 $38K
JPM
Jpmorgan Chase & CO

Financial Services
46
+ 2.01%
$225.19 - $279.95 $10.4K - $12.9K
2.33K $572K
MRK
Merck & Co., Inc.

Healthcare
251
+ 76.99%
$83.01 - $101.02 $20.8K - $25.4K
577 $52K
PNC
Pnc Financial Services Group, Inc.

Financial Services
268
+ 16.52%
$168.84 - $202.89 $45.2K - $54.4K
1.89K $332K
DOW
Dow Inc.

Basic Materials
732
+ 51.77%
$34.36 - $41.92 $25.2K - $30.7K
2.15K $75K
NUE
Nucor Corp

Basic Materials
114
+ 22.66%
$114.48 - $142.52 $13.1K - $16.2K
617 $74K
V
Visa Inc.

Financial Services
15
+ 5.34%
$306.92 - $362.71 $4.6K - $5.44K
296 $104K
ABT
Abbott Laboratories

Healthcare
29
+ 5.8%
$111.1 - $140.22 $3.22K - $4.07K
529 $70K
UPS
United Parcel Service Inc

Industrials
632
+ 17.99%
$109.66 - $136.26 $69.3K - $86.1K
4.15K $456K
VZ
Verizon Communications Inc

Communication Services
33
+ 1.94%
$37.81 - $46.49 $1.25K - $1.53K
1.73K $79K
CME
Cme Group Inc.

Financial Services
10
+ 10.0%
$225.82 - $266.54 $2.26K - $2.67K
110 $29K
AWK
American Water Works Company, Inc.

Utilities
17
+ 17.0%
$121.01 - $149.31 $2.06K - $2.54K
117 $17K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
42
+ 0.69%
$27.01 - $28.54 $1.13K - $1.2K
6.09K $170K
WMT
Walmart Inc.

Consumer Defensive
57
+ 58.76%
$84.5 - $105.05 $4.82K - $5.99K
154 $14K
UNP
Union Pacific Corp

Industrials
11
+ 5.16%
$225.21 - $254.42 $2.48K - $2.8K
224 $53K
Activity Summary
Buys All Purchases 138 New Holdings 41 Increased Positions 97 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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