Roffman Miller Associates Inc has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.63 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $121M, Microsoft Corp with a value of $104M, Alphabet Inc. with a value of $77.1M, Jpmorgan Chase & CO with a value of $63.8M, and Amazon Com Inc with a value of $55.9M.

Examining the 13F form we can see an decrease of $7.52M in the current position value, from $1.64B to 1.63B.

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 $1.63 Billion
Technology: $405 Million
Financial Services: $278 Million
Industrials: $238 Million
Consumer Cyclical: $175 Million
Healthcare: $150 Million
Consumer Defensive: $135 Million
Communication Services: $133 Million
Basic Materials: $71 Million
Other: $42.8 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $1.63 Billion
  • Prior Value $1.64 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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