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
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1
+ 0.0%
$25.05 - $25.16 $25.1 - $25.2
40.2K $1.01M
VUG
Vanguard Growth ETF

ETFs
6
+ 600.0%
$369.1 - $427.61 $2.21K - $2.57K
7 $3K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1
+ 0.0%
N/A
22.8K $551K
O
Realty Income Corp

Real Estate
27
+ 14.29%
$51.67 - $58.49 $1.4K - $1.58K
216 $13K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10
+ 0.51%
$81.83 - $82.73 $818 - $827
1.97K $163K
APD
Air Products & Chemicals, Inc.

Basic Materials
9
+ 9.0%
$283.24 - $338.07 $2.55K - $3.04K
109 $32K
PSX
Phillips 66

Energy
15
+ 13.64%
$113.93 - $131.55 $1.71K - $1.97K
125 $15K
Ishares Bitcoin Tr
50
+ 31.65%
N/A
208 $10K
CMCSA
Comcast Corp

Communication Services
63
+ 45.65%
$33.19 - $38.23 $2.09K - $2.41K
201 $7K
AOMR
Angel Oak Mortgage, Inc.

Real Estate
1
+ 1.92%
$9.32 - $10.79 $9.32 - $10.8
53 $1K
CGDV
Capital Group Divid Value ETF

ETFs
4
+ 5.71%
$34.95 - $37.36 $140 - $149
74 $3K
SOFI
So Fi Technologies, Inc.

Financial Services
14
+ 43.75%
$11.18 - $18.03 $157 - $252
46 $1K
Super Micro Computer Inc
37
+ 176.19%
N/A
58 $2K
GOOD
Gladstone Commercial Corp

Real Estate
1
+ 1.52%
$14.73 - $16.42 $14.7 - $16.4
67 $1K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
24
+ 0.41%
$90.0 - $96.32 $2.16K - $2.31K
5.89K $543K
SPYI
Shp ETF Tr Neos S&P 500 High I
8
+ 10.96%
N/A
81 $4K
ABR
Arbor Realty Trust Inc

Real Estate
2
+ 2.5%
$11.68 - $13.98 $23.4 - $28
82 $1K
Armour Residential Reit Inc
5
+ 4.76%
N/A
110 $2K
EPD
Enterprise Products Partners L.P.

Energy
1
+ 5.88%
$31.75 - $34.14 $31.8 - $34.1
18 $1K
LTC
Ltc Properties Inc

Real Estate
2
+ 2.6%
$33.46 - $36.14 $66.9 - $72.3
79 $3K
FNB
Fnb Corp

Financial Services
1
+ 1.12%
$13.08 - $15.95 $13.1 - $16
90 $1K
UTG
Reaves Utility Income Fund

Financial Services
1
+ 1.43%
$31.08 - $34.42 $31.1 - $34.4
71 $2K
GAIN
Gladstone Investment Corporation\De

Financial Services
2
+ 2.22%
$12.65 - $13.97 $25.3 - $27.9
92 $1K
PFF
Ishares Trust Ishares Pfd And

ETFs
1
+ 1.54%
$30.73 - $32.26 $30.7 - $32.3
66 $2K
SCM
Stellus Capital Investment Corp

Financial Services
6
+ 85.71%
$13.64 - $15.5 $81.8 - $93
13 $0
PFFA
Etfis Ser Tr I

ETFs
3
+ 2.22%
$21.21 - $22.3 $63.6 - $66.9
138 $3K
EFC
Ellington Financial Inc.

Real Estate
5
+ 3.01%
$12.08 - $14.35 $60.4 - $71.8
171 $2K
ALLY
Ally Financial Inc.

Financial Services
9
+ 47.37%
$32.99 - $40.09 $297 - $361
28 $1K
SONY
Sony Group Corp

Technology
5
+ 100.0%
$19.88 - $25.64 $99.4 - $128
10 $0
AGNC
Agnc Investment Corp.

Real Estate
5
+ 3.79%
$9.12 - $10.54 $45.6 - $52.7
137 $1K
VICI
Vici Properties Inc.

Real Estate
1
+ 3.23%
$28.21 - $32.68 $28.2 - $32.7
32 $1K
PNNT
Pennantpark Investment Corp

Financial Services
32
+ 36.36%
$6.78 - $7.27 $217 - $233
120 $1K
MSTR
Microstrategy Inc

Technology
2
+ 10.0%
$239.27 - $396.5 $479 - $793
22 $6K
COIN
Coinbase Global, Inc.

Technology
7
+ 43.75%
$172.23 - $301.3 $1.21K - $2.11K
23 $4K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
14
+ 3.58%
$96.93 - $109.51 $1.36K - $1.53K
405 $40K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
106
+ 5.27%
$28.64 - $32.91 $3.04K - $3.49K
2.12K $61K
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 3.76%
$347.25 - $424.87 $3.47K - $4.25K
276 $101K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
25
+ 2.75%
$51.45 - $58.51 $1.29K - $1.46K
933 $48K
SCHG
Schwab Strategic Tr Us Large C

ETFs
19
+ 1.4%
$24.91 - $29.02 $473 - $551
1.38K $34K
ETN
Eaton Corp PLC

Industrials
24
+ 8.0%
$271.83 - $371.23 $6.52K - $8.91K
324 $88K
GOOGL
Alphabet Inc.

Communication Services
41
+ 3.83%
$154.33 - $206.19 $6.33K - $8.45K
1.11K $172K
NOW
Service Now, Inc.

Technology
15
+ 5.36%
$783.83 - $1170.39 $11.8K - $17.6K
295 $235K
VB
Vanguard Small Cap ETF

ETFs
942
+ 5.13%
$217.89 - $252.64 $205K - $238K
19.3K $4.28M
ITOT
Ishares Core S&P Total U.S. St

ETFs
101
+ 0.16%
$120.29 - $134.6 $12.1K - $13.6K
62.1K $7.58M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
698
+ 0.09%
$21.23 - $23.75 $14.8K - $16.6K
762K $16.4M
VTI
Vanguard Total Stock Market Et

ETFs
1.14K
+ 0.3%
$271.18 - $303.12 $309K - $345K
386K $106M
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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