Roman Butler Fullerton & CO Purchases in Q1 2025

Roman Butler Fullerton & CO

  • $261 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
4.56K
+ 96.24%
$168.59 - $212.13 $768K - $967K
9.29K $1.86M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
325
+ 3.56%
$442.66 - $534.52 $144K - $174K
9.46K $5.04M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.52K
+ 97.06%
$402.49 - $513.76 $612K - $781K
3.09K $1.5M
MELI
Mercadolibre Inc

Consumer Cyclical
421
New
$1739.0 - $2260.0 $732K - $951K
421 $821K
KRYS
Krystal Biotech, Inc.

Healthcare
3.87K
New
$142.64 - $194.44 $552K - $752K
3.87K $697K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18.6K
+ 14.42%
$27.01 - $28.54 $502K - $531K
148K $4.13M
MMM
3 M CO

Industrials
3.84K
New
$129.7 - $155.12 $498K - $595K
3.84K $563K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.63K
New
$81.83 - $82.73 $460K - $466K
5.63K $465K
GLDM
World Gold Trust

ETFs
7.51K
New
$52.19 - $61.89 $392K - $465K
7.51K $464K
AFG
American Financial Group Inc

Financial Services
3.49K
New
$119.82 - $138.45 $419K - $484K
3.49K $458K
HALO
Halozyme Therapeutics, Inc.

Healthcare
6.75K
New
$47.74 - $65.16 $322K - $440K
6.75K $430K
CLX
Clorox CO

Consumer Defensive
2.87K
New
$141.76 - $162.89 $406K - $467K
2.87K $422K
ILF
Ishares Latin America 40 ETF

ETFs
14.1K
+ 92.6%
$20.87 - $24.43 $295K - $346K
29.4K $692K
GILD
Gilead Sciences, Inc.

Healthcare
2.65K
+ 84.79%
$89.14 - $117.41 $237K - $312K
5.78K $648K
MA
Mastercard Inc

Financial Services
36
+ 0.25%
$504.67 - $576.31 $18.2K - $20.7K
14.5K $7.93M
UBER
Uber Technologies, Inc

Technology
4.47K
New
$63.17 - $81.49 $282K - $364K
4.47K $325K
PM
Philip Morris International Inc.

Consumer Defensive
2.04K
New
$117.15 - $158.79 $238K - $323K
2.04K $323K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.24K
New
$57.21 - $65.8 $300K - $345K
5.24K $305K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.98K
New
$91.45 - $91.75 $273K - $274K
2.98K $273K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
3.32K
+ 34.12%
$78.12 - $83.7 $259K - $278K
13.1K $1.05M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
6.68K
New
$34.23 - $36.9 $228K - $246K
6.68K $238K
XLV
Select Sector Spdr Fund Health

ETFs
1.1K
+ 12.79%
$137.61 - $149.68 $151K - $164K
9.68K $1.41M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
548
New
$408.78 - $448.82 $224K - $246K
548 $230K
AEE
Ameren Corp

Utilities
300
+ 1.74%
$86.87 - $103.67 $26.1K - $31.1K
17.5K $1.76M
TTD
Trade Desk, Inc.

Technology
4.11K
New
$53.59 - $126.58 $220K - $520K
4.11K $224K
DG
Dollar General Corp

Consumer Defensive
2.47K
New
$68.44 - $87.93 $169K - $217K
2.47K $217K
SOXX
Ishares Semiconductor ETF

ETFs
1.15K
New
$188.17 - $235.81 $217K - $272K
1.15K $216K
KMB
Kimberly Clark Corp

Consumer Defensive
1.49K
New
$124.46 - $147.4 $185K - $219K
1.49K $211K
VST
Vistra Corp.

Utilities
1.75K
New
$108.49 - $191.89 $190K - $336K
1.75K $205K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
8.74K
New
$23.29 - $23.38 $204K - $204K
8.74K $204K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.75K
New
$88.0 - $115.5 $154K - $202K
1.75K $199K
CTAS
Cintas Corp

Industrials
231
+ 3.76%
$182.09 - $208.14 $42.1K - $48.1K
6.37K $1.31M
TSLA
Tesla, Inc.

Consumer Cyclical
1.49K
+ 107.3%
$222.15 - $428.22 $330K - $636K
2.87K $743K
RING
Ishares Inc Msci Global Gold M

ETFs
4.82K
New
$28.64 - $38.36 $138K - $185K
4.82K $184K
RSG
Republic Services, Inc.

Industrials
1
+ 0.02%
$200.09 - $242.16 $200 - $242
4.38K $1.06M
BMY
Bristol Myers Squibb CO

Healthcare
1.48K
+ 7.93%
$53.9 - $63.11 $79.9K - $93.5K
20.2K $1.23M
SGOL
Abrdn Gold ETF Trust

ETFs
3.45K
+ 25.07%
$25.14 - $29.82 $86.6K - $103K
17.2K $512K
T
At&T Inc.

Communication Services
415
+ 1.52%
$21.56 - $28.28 $8.95K - $11.7K
27.6K $781K
RKLB
Rocket Lab Usa, Inc.

Industrials
12.1K
+ 161.07%
$17.12 - $31.57 $207K - $381K
19.6K $350K
JPM
Jpmorgan Chase & CO

Financial Services
372
+ 3.31%
$225.19 - $279.95 $83.8K - $104K
11.6K $2.85M
HEFA
Ishares Currency Hedged Msci E

ETFs
3.43K
+ 20.51%
$34.83 - $37.52 $120K - $129K
20.2K $732K
ABBV
Abb Vie Inc.

Healthcare
16
+ 0.35%
$169.2 - $216.66 $2.71K - $3.47K
4.57K $957K
IBM
International Business Machines Corp

Technology
20
+ 0.46%
$217.4 - $264.74 $4.35K - $5.29K
4.34K $1.08M
IGR
Cbre Global Real Estate Income Fund

Financial Services
8.31K
+ 3.37%
$4.79 - $5.34 $39.8K - $44.4K
255K $1.31M
PANW
Palo Alto Networks Inc

Technology
1.12K
+ 18.63%
$167.82 - $208.28 $188K - $233K
7.12K $1.21M
TMUS
T Mobile Us, Inc.

Communication Services
32
+ 1.35%
$211.3 - $272.83 $6.76K - $8.73K
2.41K $641K
PLTR
Palantir Technologies Inc.

Technology
1.05K
+ 35.53%
$64.98 - $124.62 $67.9K - $130K
3.99K $336K
XOM
Exxon Mobil Corp

Energy
22
+ 0.24%
$105.44 - $118.93 $2.32K - $2.62K
9.12K $1.08M
RSP
Invesco S&P 500 Equal Weight E

ETFs
672
+ 12.52%
$169.43 - $182.84 $114K - $123K
6.04K $1.05M
Activity Summary
Buys All Purchases 129 New Holdings 23 Increased Positions 106 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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