Roman Butler Fullerton & CO Purchases in Q2 2025

Roman Butler Fullerton & CO

  • $318 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
4.07K
+ 3.59%
$94.31 - $157.99 $384K - $643K
117K $18.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.3K
+ 111.71%
$496.48 - $617.85 $4.12M - $5.13M
15.7K $9.72M
MSFT
Microsoft Corp

Technology
1.91K
+ 6.49%
$354.56 - $497.45 $676K - $948K
31.3K $15.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
32.3K
New
$72.96 - $90.39 $2.36M - $2.92M
32.3K $2.89M
IVW
Ishares S&P 500 Growth ETF

ETFs
24.1K
+ 330.18%
$82.96 - $110.1 $2M - $2.66M
31.5K $3.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3K
+ 74.84%
$416.06 - $551.64 $1.25M - $1.65M
7.01K $3.86M
EEM
Ishares Msci Emerging Markets

ETFs
40.9K
New
$38.52 - $48.28 $1.57M - $1.97M
40.9K $1.97M
COST
Costco Wholesale Corp

Consumer Defensive
1.59K
+ 54.9%
$908.13 - $1056.85 $1.44M - $1.68M
4.49K $4.44M
AMZN
Amazon Com Inc

Consumer Cyclical
100
+ 0.19%
$167.32 - $223.3 $16.7K - $22.3K
52.4K $11.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.5K
New
$321.63 - $509.31 $804K - $1.27M
2.5K $1.27M
WMT
Walmart Inc.

Consumer Defensive
5.41K
+ 8.98%
$81.79 - $99.98 $442K - $541K
65.6K $6.42M
VTV
Vanguard Value ETF

ETFs
6.02K
New
$153.67 - $176.74 $925K - $1.06M
6.02K $1.06M
CTAS
Cintas Corp

Industrials
4.1K
+ 64.32%
$190.11 - $227.66 $779K - $932K
10.5K $2.33M
META
Meta Platforms, Inc.

Communication Services
156
+ 2.83%
$484.66 - $738.09 $75.6K - $115K
5.67K $4.19M
CEG
Constellation Energy Corp

Utilities
2.12K
+ 96.63%
$170.96 - $322.76 $363K - $685K
4.32K $1.39M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
8.44K
New
$82.32 - $112.47 $695K - $949K
8.44K $949K
GOOG
Alphabet Inc.

Communication Services
1.7K
+ 5.67%
$146.58 - $180.01 $249K - $305K
31.6K $5.61M
ABT
Abbott Laboratories

Healthcare
6.71K
+ 180.68%
$123.95 - $138.08 $831K - $926K
10.4K $1.42M
WM
Waste Management Inc

Industrials
4.01K
+ 148.87%
$216.47 - $242.1 $867K - $970K
6.7K $1.53M
VUG
Vanguard Growth ETF

ETFs
200
+ 1.71%
$329.49 - $438.4 $65.9K - $87.7K
11.9K $5.22M
MA
Mastercard Inc

Financial Services
1.12K
+ 7.71%
$479.92 - $590.74 $536K - $659K
15.6K $8.76M
HWM
Howmet Aerospace Inc.

Industrials
1.26K
+ 13.44%
$112.33 - $186.13 $141K - $234K
10.6K $1.98M
SE
Sea LTD

Consumer Cyclical
3.62K
+ 61.88%
$105.57 - $170.4 $382K - $617K
9.48K $1.52M
XLK
Technology Sector Spdr

ETFs
2.73K
New
$179.73 - $253.23 $491K - $691K
2.73K $691K
CRS
Carpenter Technology Corp

Industrials
964
+ 21.63%
$151.3 - $276.38 $146K - $266K
5.42K $1.5M
ECL
Ecolab Inc.

Basic Materials
2.4K
New
$225.65 - $270.95 $541K - $649K
2.4K $645K
AVGO
Broadcom Inc.

Technology
735
+ 18.0%
$146.29 - $275.65 $108K - $203K
4.82K $1.33M
VRSN
Verisign Inc

Technology
2.16K
New
$234.49 - $288.8 $506K - $624K
2.16K $623K
MELI
Mercadolibre Inc

Consumer Cyclical
130
+ 30.88%
$1794.73 - $2613.63 $233K - $340K
551 $1.44M
GOOGL
Alphabet Inc.

Communication Services
2.73K
+ 45.29%
$144.7 - $178.6 $395K - $488K
8.77K $1.55M
HII
Huntington Ingalls Industries, Inc.

Industrials
2.15K
+ 110.41%
$183.31 - $241.46 $395K - $520K
4.1K $990K
XLF
Financial Sector Spdr

ETFs
10.9K
+ 118.69%
$43.92 - $52.37 $477K - $568K
20K $1.05M
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
5.01K
New
$86.93 - $117.31 $435K - $587K
5.01K $587K
COF
Capital One Financial Corp

Financial Services
2.32K
+ 124.34%
$150.57 - $212.76 $350K - $494K
4.19K $892K
GE
General Electric CO

Industrials
46
+ 0.49%
$166.81 - $257.39 $7.67K - $11.8K
9.34K $2.4M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
5.35K
+ 2.76%
$16.45 - $20.92 $88K - $112K
199K $4.17M
ADP
Automatic Data Processing Inc

Industrials
1.67K
+ 39.84%
$276.76 - $326.81 $461K - $544K
5.84K $1.8M
AXON
Axon Enterprise, Inc.

Industrials
605
New
$497.13 - $827.94 $301K - $501K
605 $500K
KR
Kroger CO

Consumer Defensive
5.29K
+ 57.02%
$64.62 - $74.0 $342K - $392K
14.6K $1.05M
IWF
Ishares Russell 1000 Gr ETF

ETFs
247
+ 5.3%
$320.42 - $424.58 $79.1K - $105K
4.91K $2.08M
XLY
Select Sector Spdr Consumer Di

ETFs
1.74K
+ 153.08%
$176.34 - $218.59 $307K - $380K
2.88K $624K
DKNG
Draft Kings Inc.

Consumer Cyclical
2.11K
+ 7.22%
$31.67 - $42.89 $66.9K - $90.5K
31.3K $1.34M
IEF
Ishares Barclays

ETFs
3.66K
New
$93.15 - $96.56 $341K - $353K
3.66K $350K
JD
Jd.Com, Inc.

Consumer Cyclical
10.7K
New
$31.44 - $41.32 $335K - $441K
10.7K $348K
HOOD
Robinhood Markets, Inc.

Technology
3.59K
New
$34.17 - $93.63 $123K - $336K
3.59K $336K
SGOL
Abrdn Gold ETF Trust

ETFs
9.57K
+ 55.69%
$28.39 - $32.75 $272K - $314K
26.8K $844K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.27K
New
$97.29 - $105.63 $318K - $345K
3.27K $331K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.44K
New
$141.37 - $228.57 $204K - $330K
1.44K $327K
MO
Altria Group, Inc.

Consumer Defensive
5.12K
+ 132.54%
$55.56 - $60.91 $285K - $312K
8.99K $527K
Activity Summary
Buys All Purchases 157 New Holdings 46 Increased Positions 111 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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