Roffman Miller Associates Inc Portfolio Holdings

Roffman Miller Associates Inc

  • $1.67 Billion
  • Q2 2025

Roffman Miller Associates Inc has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.67 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $125M, Apple Inc. with a value of $93.8M, Jpmorgan Chase & CO with a value of $74.6M, Alphabet Inc. with a value of $74.4M, and Amazon Com Inc with a value of $60M.

Examining the 13F form we can see an increase of $81.7M in the current position value, from $1.59B to 1.67B.

Roffman Miller Associates Inc is based out at Philadelphia, PA

Below you can find more details about Roffman Miller Associates Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.67 Billion
Technology: $413 Million
Financial Services: $301 Million
Industrials: $240 Million
Consumer Cyclical: $177 Million
Healthcare: $154 Million
Communication Services: $137 Million
Consumer Defensive: $127 Million
Basic Materials: $62.1 Million
Other: $59.7 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.18 Million 0.25% of portfolio
6,762
Q2 2025 Added 3.36%
$0
$3.91 Million 0.23% of portfolio
35,836
Q2 2025 Added 0.12%
$0
$2.11 Million 0.13% of portfolio
12,094
Q2 2025 Added 0.4%
$0
$2.09 Million 0.12% of portfolio
6,866
Q2 2025 Reduced 9.63%
$0
$1.61 Million 0.1% of portfolio
9,106
Q1 2025 Reduced 5.17%
$0
$1.2 Million 0.07% of portfolio
21,104
Q2 2025 Added 0.9%
$0
$1.24 Million 0.07% of portfolio
14,564
Q2 2025 Added 0.42%
$0
$982,000 0.06% of portfolio
33,646
Q2 2025 Reduced 0.78%
$0
$518,000 0.03% of portfolio
2,660
Q2 2025 Reduced 3.69%
$0
$449,000 0.03% of portfolio
2,157
Q2 2025 Added 0.19%
$0
$351,000 0.02% of portfolio
1,230
Q2 2025 Added 1.49%
$0
$366,000 0.02% of portfolio
2,932
Q2 2025 Added 0.55%
$0
$243,000 0.01% of portfolio
1,127
Q1 2025 Reduced 1.66%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $1.67 Billion
  • Prior Value $1.59 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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