Roble, Belko & Company, Inc Reduced Holdings in Q1 2025

Roble, Belko & Company, Inc

  • $627 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
-57.5K
- 14.24%
$50.44 - $50.7 $2.9M - $2.92M
346K $17.6M
XLK
Technology Sector Spdr

ETFs
-49
- 0.05%
$206.38 - $242.18 $10.1K - $11.9K
99.4K $20.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-238
- 0.46%
$360.07 - $417.26 $85.7K - $99.3K
52K $18.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-666
- 1.64%
$551.42 - $612.93 $367K - $408K
39.9K $22.3M
OEF
Ishares S&P 100 ETF

ETFs
-1.98K
- 5.93%
N/A
31.4K $8.51M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.02K
- 4.19%
$102.49 - $119.96 $309K - $362K
69K $7.21M
AMAT
Applied Materials Inc

Technology
-4.52K
- 98.5%
$145.06 - $195.51 $656K - $884K
69 $33K
IWV
Ishares Russell 3000 ETF

ETFs
-125
- 0.34%
$313.1 - $349.83 $39.1K - $43.7K
37.1K $11.8M
MSFT
Microsoft Corp

Technology
-868
- 16.8%
$375.39 - $447.2 $326K - $388K
4.3K $1.61M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-17.3K
- 8.37%
$42.5 - $46.71 $736K - $809K
189K $8.57M
AAPL
Apple Inc.

Technology
-759
- 19.33%
$209.68 - $247.1 $159K - $188K
3.17K $703K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-21
- 0.12%
$302.31 - $337.54 $6.35K - $7.09K
17.2K $5.27M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-3.1K
- 70.4%
$78.97 - $85.82 $244K - $266K
1.3K $108K
AMZN
Amazon Com Inc

Consumer Cyclical
-597
- 13.96%
$190.26 - $242.06 $114K - $145K
3.68K $700K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-162
- 3.96%
$507.05 - $563.67 $82.1K - $91.3K
3.93K $2.02M
VXF
Vanguard Extended Market ETF

ETFs
-355
- 6.67%
$170.36 - $201.04 $60.5K - $71.4K
4.97K $855K
MA
Mastercard Inc

Financial Services
-480
- 6.55%
$504.67 - $576.31 $242K - $277K
6.85K $3.75M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-27
- 1.31%
$468.34 - $539.52 $12.6K - $14.6K
2.04K $955K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-3.69K
- 71.9%
$24.05 - $24.86 $88.8K - $91.8K
1.44K $36K
IVV
Ishares Core S&P 500 ETF

ETFs
-3
- 0.11%
$554.06 - $615.85 $1.66K - $1.85K
2.79K $1.57M
USRT
Ishares Core U.S. Reit ETF

ETFs
-1.03K
- 3.64%
$55.14 - $60.29 $56.7K - $62K
27.2K $1.57M
JNJ
Johnson & Johnson

Healthcare
-743
- 21.46%
$142.06 - $167.7 $106K - $125K
2.72K $451K
XLP
Consumer Staples Sector Spdr

ETFs
-883
- 8.9%
N/A
9.04K $738K
STLD
Steel Dynamics Inc

Basic Materials
-387
- 53.82%
N/A
332 $41K
ASML
Asml Holding Nv

Technology
-1
- 0.08%
$662.63 - $776.99 $663 - $777
1.24K $824K
XLV
Select Sector Spdr Fund Health

ETFs
-627
- 9.25%
$137.61 - $149.68 $86.3K - $93.8K
6.15K $898K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.66K
- 12.57%
$25.81 - $28.52 $42.8K - $47.3K
11.5K $318K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-288
- 28.21%
$62.43 - $84.12 $18K - $24.2K
733 $48K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-344
- 18.01%
$208.48 - $244.03 $71.7K - $83.9K
1.57K $382K
AVGO
Broadcom Inc.

Technology
-45
- 23.68%
$167.43 - $244.7 $7.53K - $11K
145 $24K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-14.8K
- 6.46%
$33.84 - $37.77 $499K - $557K
214K $7.79M
ADP
Automatic Data Processing Inc

Industrials
-83
- 10.77%
$286.85 - $318.64 $23.8K - $26.4K
688 $210K
GE
General Electric CO

Industrials
-93
- 64.14%
$168.59 - $212.13 $15.7K - $19.7K
52 $10K
PFE
Pfizer Inc

Healthcare
-140
- 2.41%
$25.01 - $27.13 $3.5K - $3.8K
5.66K $143K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-103
- 5.3%
$110.75 - $119.78 $11.4K - $12.3K
1.84K $213K
MO
Altria Group, Inc.

Consumer Defensive
-454
- 18.27%
$50.81 - $60.02 $23.1K - $27.2K
2.03K $122K
Ge Vernova Inc
-23
- 63.89%
N/A
13 $4K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-130
- 50.0%
$30.71 - $30.87 $3.99K - $4.01K
130 $4K
HBAN
Huntington Bancshares Inc

Financial Services
-270
- 85.71%
$14.28 - $17.39 $3.86K - $4.7K
45 $1K
Ge Healthcare Technologies I
-30
- 63.83%
N/A
17 $1K
SHV
Ishares Tr

ETFs
-53
- 0.75%
$110.11 - $110.51 $5.84K - $5.86K
7.03K $777K
OUT
Outfront Media Inc.

Real Estate
-1
- 1.75%
$15.69 - $19.36 $15.7 - $19.4
56 $1K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-19
- 0.18%
$100.32 - $100.76 $1.91K - $1.91K
10.5K $1.06M
NEAR
Blackrock Short Maturity Bond

ETFs
-105
- 0.54%
$50.4 - $50.89 $5.29K - $5.34K
19.5K $989K
VUSB
Vanguard Bd Index Fds
-117
- 0.3%
N/A
38.7K $1.93M
T
At&T Inc.

Communication Services
-788
- 16.29%
$21.56 - $28.28 $17K - $22.3K
4.05K $115K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-1
- -0.0%
$8.29 - $8.97 $8.29 - $8.97
27.3K $235K
IEMG
Ishares Inc

ETFs
-56
- 0.23%
N/A
24K $1.3M
AJG
Arthur J. Gallagher & Co.

Financial Services
-73
- 6.62%
$275.89 - $345.24 $20.1K - $25.2K
1.03K $355K
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
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