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
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.05K
+ 42.5%
$53.6 - $58.97 $110K - $121K
6.89K $377K
UGA
United States Gasoline Fund, LP

ETFs
1.39K
+ 13.99%
$58.56 - $68.15 $81.6K - $94.9K
11.3K $729K
AMGN
Amgen Inc

Healthcare
2
+ 0.1%
$258.59 - $327.36 $517 - $655
1.93K $601K
VLO
Valero Energy Corp

Energy
107
+ 1.26%
$121.76 - $142.99 $13K - $15.3K
8.59K $1.13M
PG
Procter & Gamble CO

Consumer Defensive
144
+ 0.58%
$158.56 - $176.26 $22.8K - $25.4K
25K $4.27M
KO
Coca Cola CO

Consumer Defensive
78
+ 0.85%
$60.81 - $72.32 $4.74K - $5.64K
9.21K $659K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
48
+ 0.28%
$87.68 - $94.52 $4.21K - $4.54K
17K $1.6M
SR
Spire Inc

Utilities
34
+ 0.42%
$65.62 - $78.25 $2.23K - $2.66K
8.2K $641K
WM
Waste Management Inc

Industrials
30
+ 1.13%
$200.54 - $233.78 $6.02K - $7.01K
2.69K $622K
ABT
Abbott Laboratories

Healthcare
47
+ 1.28%
$111.1 - $140.22 $5.22K - $6.59K
3.71K $492K
POWL
Powell Industries Inc

Industrials
1.15K
+ 47.16%
$155.56 - $311.38 $180K - $359K
3.6K $613K
SAP
Sap Se

Technology
60
+ 2.56%
$241.4 - $293.69 $14.5K - $17.6K
2.41K $645K
VGLT
Vanguard Long Term Treasury Et

ETFs
267
+ 1.32%
$53.99 - $58.43 $14.4K - $15.6K
20.6K $1.18M
TLT
Ishares Barclays 20+ Year Trea

ETFs
530
+ 13.89%
$85.29 - $92.57 $45.2K - $49.1K
4.35K $395K
PAYX
Paychex Inc

Industrials
4
+ 0.11%
$136.06 - $154.52 $544 - $618
3.81K $587K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.02%
$286.85 - $318.64 $287 - $319
4.18K $1.28M
LNT
Alliant Energy Corp

Utilities
535
+ 15.86%
$56.66 - $66.04 $30.3K - $35.3K
3.91K $251K
SHYD
Vaneck Short High Yield Muni E

ETFs
2K
+ 15.75%
$22.46 - $22.9 $45K - $45.9K
14.7K $331K
AMT
American Tower Corp

Real Estate
10
+ 0.85%
$173.46 - $217.6 $1.73K - $2.18K
1.18K $257K
DVY
Ishares Tr

ETFs
140
+ 2.05%
$128.58 - $138.1 $18K - $19.3K
6.98K $937K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
705
+ 23.21%
$69.69 - $79.99 $49.1K - $56.4K
3.74K $267K
HDV
Ishares Core High Dividend ETF

ETFs
5
+ 0.13%
$110.86 - $121.12 $554 - $606
3.82K $463K
FSTA
Fidelity Covington Tr Msci Con

ETFs
398
+ 4.73%
$48.3 - $52.85 $19.2K - $21K
8.82K $450K
SHEL
Shell PLC

Energy
5
+ 0.16%
$62.84 - $73.29 $314 - $366
3.19K $233K
NHI
National Health Investors Inc

Real Estate
21
+ 0.3%
$65.79 - $76.06 $1.38K - $1.6K
6.94K $512K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
215
+ 6.24%
$68.32 - $75.06 $14.7K - $16.1K
3.66K $273K
MO
Altria Group, Inc.

Consumer Defensive
38
+ 0.99%
$50.81 - $60.02 $1.93K - $2.28K
3.87K $232K
CEG
Constellation Energy Corp

Utilities
357
+ 19.41%
$201.63 - $347.44 $72K - $124K
2.2K $442K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
489
+ 3.25%
$50.39 - $50.66 $24.6K - $24.8K
15.6K $787K
VEU
Vanguard Ftse All World Ex Us

ETFs
86
+ 1.19%
$56.51 - $62.98 $4.86K - $5.42K
7.31K $443K
XLE
Energy Sector Spdr

ETFs
13
+ 0.42%
$85.7 - $93.96 $1.11K - $1.22K
3.09K $288K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5.85K
+ 12.34%
$16.57 - $18.85 $96.9K - $110K
53.2K $885K
DGRO
Ishares Core Dividend Growth E

ETFs
81
+ 0.35%
$60.46 - $64.42 $4.9K - $5.22K
23.1K $1.43M
UNH
Unitedhealth Group Inc

Healthcare
4
+ 0.74%
$461.52 - $548.18 $1.85K - $2.19K
541 $283K
ARCC
Ares Capital Corp

Financial Services
167
+ 0.74%
$21.28 - $23.81 $3.55K - $3.98K
22.8K $504K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
278
+ 3.17%
$25.05 - $25.16 $6.96K - $6.99K
9.05K $227K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
105
+ 1.0%
$24.73 - $25.62 $2.6K - $2.69K
10.6K $271K
OHI
Omega Healthcare Investors Inc

Real Estate
103
+ 1.4%
$35.7 - $38.33 $3.68K - $3.95K
7.46K $284K
EMN
Eastman Chemical CO

Basic Materials
164
+ 6.07%
$87.05 - $103.47 $14.3K - $17K
2.86K $252K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
290
+ 3.22%
N/A
9.3K $220K
COF
Capital One Financial Corp

Financial Services
17
+ 0.92%
$163.87 - $209.82 $2.79K - $3.57K
1.87K $335K
ASML
Asml Holding Nv

Technology
58
+ 5.12%
$662.63 - $776.99 $38.4K - $45.1K
1.19K $788K
TJX
Tjx Companies Inc

Consumer Cyclical
6
+ 0.19%
$112.81 - $126.16 $677 - $757
3.17K $386K
QCOM
Qualcomm Inc

Technology
16
+ 1.0%
$151.94 - $175.86 $2.43K - $2.81K
1.62K $248K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
21
+ 0.11%
$24.07 - $24.5 $505 - $515
20K $483K
T Rowe Price ETF Inc
500
+ 5.56%
N/A
9.5K $0
Ge Vernova Inc
78
+ 7.28%
N/A
1.15K $0
Fidelity Covington Trust
22.4K
New
N/A
22.4K $0
Fidelity Covington Trust
9
+ 0.13%
N/A
7.07K $0
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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