Roble, Belko & Company, Inc Incresed Positions in Q3 2025

Roble, Belko & Company, Inc

  • $738 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
189K
+ 25.67%
$68.24 - $73.73 $12.9M - $13.9M
926K $68M
VTI
Vanguard Total Stock Market Et

ETFs
20.1K
+ 5.07%
$303.93 - $329.86 $6.11M - $6.63M
417K $137M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
14.7K
+ 7.41%
$132.9 - $142.03 $1.95M - $2.08M
213K $30M
VEA
Vanguard Ftse Developed Market

ETFs
16.3K
+ 2.31%
$56.02 - $60.3 $915K - $985K
723K $43.3M
VV
Vanguard Large Cap ETF

ETFs
3.16K
+ 3.71%
$285.05 - $309.14 $902K - $978K
88.5K $27.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
55.9K
+ 25.51%
$39.8 - $42.86 $2.22M - $2.39M
275K $11.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.57K
+ 0.61%
$66.38 - $71.68 $171K - $184K
425K $30.3M
VNQ
Vanguard Specialized Funds Van

ETFs
14K
+ 6.92%
$88.47 - $93.24 $1.24M - $1.3M
216K $19.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.1K
+ 2.62%
$72.57 - $74.72 $877K - $903K
474K $35.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.87K
+ 1.83%
$49.43 - $54.52 $191K - $211K
215K $11.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
514
+ 0.74%
$135.0 - $146.02 $69.4K - $75.1K
70.2K $10.2M
VGSH
Vanguard

ETFs
8.3K
+ 14.48%
$58.43 - $58.88 $485K - $489K
65.7K $3.86M
AAPL
Apple Inc.

Technology
715
+ 16.61%
$202.38 - $256.87 $145K - $184K
5.02K $1.28M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
299
+ 7.68%
$567.77 - $614.76 $170K - $184K
4.19K $2.57M
SCHP
Schwab Strategic Us Tips ETF

ETFs
7.89K
+ 2.09%
$26.44 - $27.1 $209K - $214K
386K $10.4M
IXUS
Ishares Tr

ETFs
708
+ 1.71%
$76.35 - $82.58 $54.1K - $58.5K
42.2K $3.48M
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.05%
$184.85 - $231.54 $555 - $695
5.53K $1.28M
JNJ
Johnson & Johnson

Healthcare
859
+ 31.93%
$155.17 - $185.42 $133K - $159K
3.55K $658K
MSFT
Microsoft Corp

Technology
69
+ 1.44%
$491.09 - $535.64 $33.9K - $37K
4.87K $2.52M
VUG
Vanguard Growth ETF

ETFs
238
+ 1830.77%
$433.97 - $484.08 $103K - $115K
251 $120K
VTV
Vanguard Value ETF

ETFs
556
+ 370.67%
$175.51 - $186.57 $97.6K - $104K
706 $132K
TSLA
Tesla, Inc.

Consumer Cyclical
32
+ 5.47%
$293.94 - $444.72 $9.41K - $14.2K
617 $274K
IBDV
Ishares Tr

Technology
3.6K
+ 15.78%
$21.75 - $22.22 $78.3K - $80K
26.4K $585K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
53
+ 1.95%
$459.11 - $506.91 $24.3K - $26.9K
2.77K $1.39M
C
Citigroup Inc

Financial Services
2
+ 0.05%
$85.57 - $103.49 $171 - $207
4K $406K
HD
Home Depot, Inc.

Consumer Cyclical
128
+ 48.12%
$357.4 - $423.42 $45.7K - $54.2K
394 $160K
AVGO
Broadcom Inc.

Technology
149
+ 112.03%
$264.74 - $369.57 $39.4K - $55.1K
282 $93K
AJG
Arthur J. Gallagher & Co.

Financial Services
202
+ 19.63%
$284.17 - $319.49 $57.4K - $64.5K
1.23K $381K
IAU
Ishares Gold Trust

ETFs
353
+ 30.96%
$61.62 - $72.77 $21.8K - $25.7K
1.49K $109K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7
+ 0.06%
$30.13 - $33.37 $211 - $234
11.5K $385K
PLTR
Palantir Technologies Inc.

Technology
190
+ 234.57%
$130.68 - $186.97 $24.8K - $35.5K
271 $49K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.15K
+ 11.22%
$24.97 - $25.78 $28.7K - $29.6K
11.4K $292K
XOM
Exxon Mobil Corp

Energy
17
+ 0.27%
$105.83 - $117.22 $1.8K - $1.99K
6.35K $716K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.02K
+ 2.4%
$23.13 - $23.54 $23.6K - $24K
43.4K $1.02M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
978
+ 4.46%
$25.24 - $25.56 $24.7K - $25K
22.9K $584K
CLX
Clorox CO

Consumer Defensive
204
+ 36.23%
$117.67 - $131.43 $24K - $26.8K
767 $95K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.03K
+ 6.47%
$24.14 - $24.34 $24.8K - $25K
16.9K $411K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.03K
+ 4.53%
N/A
23.8K $578K
WMT
Walmart Inc.

Consumer Defensive
219
+ 212.62%
$94.4 - $104.27 $20.7K - $22.8K
322 $33K
CAT
Caterpillar Inc

Industrials
26
+ 23.42%
$390.92 - $477.15 $10.2K - $12.4K
137 $65K
GE
General Electric CO

Industrials
51
+ 98.08%
$244.75 - $305.63 $12.5K - $15.6K
103 $31K
ETN
Eaton Corp PLC

Industrials
30
+ 10.0%
$342.99 - $392.76 $10.3K - $11.8K
330 $124K
CVX
Chevron Corp

Energy
27
+ 2.54%
$145.57 - $161.83 $3.93K - $4.37K
1.09K $169K
META
Meta Platforms, Inc.

Communication Services
25
+ 10.73%
$695.21 - $791.73 $17.4K - $19.8K
258 $189K
XLE
Energy Sector Spdr

ETFs
176
+ 92.63%
$84.25 - $91.99 $14.8K - $16.2K
366 $33K
LOW
Lowes Companies Inc

Consumer Cyclical
44
+ 21.36%
$215.01 - $273.02 $9.46K - $12K
250 $63K
SBUX
Starbucks Corp

Consumer Cyclical
185
+ 6166.67%
$81.9 - $96.86 $15.2K - $17.9K
188 $16K
VDE
Vanguard Energy ETF

ETFs
8
+ 0.39%
$118.37 - $129.65 $947 - $1.04K
2.08K $262K
Ishares Bitcoin Tr
200
+ 77.22%
N/A
459 $30K
Activity Summary
Buys All Purchases 164 New Holdings 40 Increased Positions 124 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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