Roble, Belko & Company, Inc Reduced Holdings in Q2 2025

Roble, Belko & Company, Inc

  • $687 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-152K
- 48.96%
$65.84 - $80.81 $9.99M - $12.3M
158K $12.7M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-190K
- 92.88%
$49.57 - $50.27 $9.44M - $9.58M
14.6K $734K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-61.3K
- 11.71%
$72.02 - $73.82 $4.41M - $4.52M
462K $34M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-26.6K
- 38.63%
$90.56 - $109.49 $2.41M - $2.92M
42.3K $4.63M
MGC
Vanguard Mega Cap ETF

ETFs
-10.4K
- 77.31%
$179.23 - $224.92 $1.86M - $2.33M
3.04K $683K
VGIT
Vanguard Intermediate Term Tre

ETFs
-21.5K
- 7.62%
$58.63 - $59.9 $1.26M - $1.29M
261K $15.6M
ASML
Asml Holding Nv

Technology
-1.2K
- 96.3%
$595.37 - $815.24 $713K - $976K
46 $37K
VGSH
Vanguard

ETFs
-13.4K
- 18.88%
$58.32 - $58.95 $779K - $787K
57.4K $3.37M
VUSB
Vanguard Bd Index Fds
-9.83K
- 25.42%
N/A
28.8K $1.44M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-17.4K
- 31.04%
$18.94 - $21.67 $330K - $378K
38.7K $819K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-16.9K
- 23.43%
$12.21 - $13.9 $206K - $235K
55.1K $719K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.14K
- 62.26%
$116.93 - $119.39 $250K - $255K
1.29K $154K
NEAR
Blackrock Short Maturity Bond

ETFs
-2.9K
- 14.89%
$50.41 - $51.17 $146K - $148K
16.6K $846K
VDE
Vanguard Energy ETF

ETFs
-595
- 22.33%
$105.87 - $130.56 $63K - $77.7K
2.07K $247K
MO
Altria Group, Inc.

Consumer Defensive
-1.24K
- 61.1%
$55.56 - $60.91 $68.9K - $75.6K
790 $46K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-789
- 82.7%
$83.8 - $101.39 $66.1K - $80K
165 $17K
XOM
Exxon Mobil Corp

Energy
-17
- 0.27%
$99.93 - $119.04 $1.7K - $2.02K
6.33K $683K
MA
Mastercard Inc

Financial Services
-277
- 4.04%
$479.92 - $590.74 $133K - $164K
6.57K $3.69M
DIS
Walt Disney CO

Communication Services
-550
- 72.46%
$81.72 - $124.01 $44.9K - $68.2K
209 $26K
JNJ
Johnson & Johnson

Healthcare
-30
- 1.1%
$146.36 - $159.82 $4.39K - $4.79K
2.69K $411K
DOW
Dow Inc.

Basic Materials
-583
- 27.17%
$25.81 - $34.89 $15K - $20.3K
1.56K $41K
AMAT
Applied Materials Inc

Technology
-67
- 97.1%
$126.95 - $183.52 $8.51K - $12.3K
2 $0
PNC
Pnc Financial Services Group, Inc.

Financial Services
-266
- 14.07%
$149.76 - $186.42 $39.8K - $49.6K
1.62K $303K
INTC
Intel Corp

Technology
-500
- 54.95%
$18.13 - $22.69 $9.07K - $11.3K
410 $9K
MRK
Merck & Co., Inc.

Healthcare
-72
- 12.48%
$73.47 - $87.12 $5.29K - $6.27K
505 $40K
VZ
Verizon Communications Inc

Communication Services
-33
- 1.9%
$41.67 - $45.62 $1.38K - $1.51K
1.7K $74K
UNP
Union Pacific Corp

Industrials
-11
- 4.91%
$208.27 - $238.46 $2.29K - $2.62K
213 $49K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-8
- 42.11%
$468.22 - $566.51 $3.75K - $4.53K
11 $6K
APD
Air Products & Chemicals, Inc.

Basic Materials
-9
- 8.26%
$248.61 - $294.96 $2.24K - $2.65K
100 $28K
WMT
Walmart Inc.

Consumer Defensive
-51
- 33.12%
$81.79 - $99.98 $4.17K - $5.1K
103 $10K
AWK
American Water Works Company, Inc.

Utilities
-17
- 14.53%
$133.82 - $151.96 $2.27K - $2.58K
100 $14K
HD
Home Depot, Inc.

Consumer Cyclical
-10
- 3.62%
$335.24 - $380.78 $3.35K - $3.81K
266 $98K
MDT
Medtronic PLC

Healthcare
-18
- 3.28%
$80.68 - $88.86 $1.45K - $1.6K
531 $46K
AXP
American Express CO

Financial Services
-13
- 86.67%
$231.39 - $318.98 $3.01K - $4.15K
2 $1K
ABT
Abbott Laboratories

Healthcare
-29
- 5.48%
$123.95 - $138.08 $3.59K - $4K
500 $68K
PSX
Phillips 66

Energy
-14
- 11.2%
$92.87 - $125.73 $1.3K - $1.76K
111 $13K
O
Realty Income Corp

Real Estate
-17
- 7.87%
$52.27 - $58.52 $889 - $995
199 $11K
CMCSA
Comcast Corp

Communication Services
-63
- 31.34%
$32.84 - $36.72 $2.07K - $2.31K
138 $5K
CME
Cme Group Inc.

Financial Services
-10
- 9.09%
$252.37 - $290.71 $2.52K - $2.91K
100 $28K
DGRO
Ishares Core Dividend Growth E

ETFs
-2
- 33.33%
$55.22 - $63.94 $110 - $128
4 $0
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-10
- 1.96%
$52.84 - $65.52 $528 - $655
499 $33K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-49
- 2.31%
$25.48 - $31.98 $1.25K - $1.57K
2.07K $66K
AVGO
Broadcom Inc.

Technology
-12
- 8.28%
$146.29 - $275.65 $1.76K - $3.31K
133 $37K
PM
Philip Morris International Inc.

Consumer Defensive
-150
- 8.62%
$149.23 - $184.95 $22.4K - $27.7K
1.59K $290K
GOOGL
Alphabet Inc.

Communication Services
-35
- 3.15%
$144.7 - $178.6 $5.06K - $6.25K
1.08K $190K
ETN
Eaton Corp PLC

Industrials
-24
- 7.41%
$246.52 - $356.99 $5.92K - $8.57K
300 $107K
NOW
Service Now, Inc.

Technology
-15
- 5.08%
$721.65 - $1040.18 $10.8K - $15.6K
280 $288K
VB
Vanguard Small Cap ETF

ETFs
-892
- 4.62%
$193.73 - $237.37 $173K - $212K
18.4K $4.36M
IXUS
Ishares Tr

ETFs
-1.82K
- 4.2%
$62.37 - $77.63 $113K - $141K
41.5K $3.21M
Activity Summary
Buys All Purchases 169 New Holdings 49 Increased Positions 120 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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