Roman Butler Fullerton & CO Incresed Positions 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
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
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
WMT
Walmart Inc.

Consumer Defensive
5.41K
+ 8.98%
$81.79 - $99.98 $442K - $541K
65.6K $6.42M
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
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
CRS
Carpenter Technology Corp

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

Technology
735
+ 18.0%
$146.29 - $275.65 $108K - $203K
4.82K $1.33M
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
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
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
SGOL
Abrdn Gold ETF Trust

ETFs
9.57K
+ 55.69%
$28.39 - $32.75 $272K - $314K
26.8K $844K
MO
Altria Group, Inc.

Consumer Defensive
5.12K
+ 132.54%
$55.56 - $60.91 $285K - $312K
8.99K $527K
CAT
Caterpillar Inc

Industrials
8
+ 0.17%
$273.94 - $388.21 $2.19K - $3.11K
4.84K $1.88M
TMUS
T Mobile Us, Inc.

Communication Services
1.45K
+ 60.08%
$220.99 - $268.54 $319K - $388K
3.85K $917K
PANW
Palo Alto Networks Inc

Technology
157
+ 2.21%
$152.44 - $204.64 $23.9K - $32.1K
7.28K $1.49M
UBER
Uber Technologies, Inc

Technology
1.84K
+ 41.14%
$64.62 - $93.3 $119K - $172K
6.31K $588K
PH
Parker Hannifin Corp

Industrials
4
+ 0.14%
$517.23 - $700.54 $2.07K - $2.8K
2.76K $1.93M
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 0.22%
$498.8 - $620.9 $3.99K - $4.97K
3.69K $2.29M
BLOK
Amplify ETF Tr Trnsformational

ETFs
1.01K
+ 13.22%
$32.56 - $57.11 $33K - $57.8K
8.67K $494K
VST
Vistra Corp.

Utilities
399
+ 22.79%
$98.07 - $195.04 $39.1K - $77.8K
2.15K $416K
SLV
I Shares Silver Trust

ETFs
4.73K
+ 28.48%
$27.08 - $33.74 $128K - $159K
21.3K $699K
CRM
Salesforce, Inc.

Technology
601
+ 20.67%
$236.26 - $291.15 $142K - $175K
3.51K $956K
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.02%
$122.57 - $173.27 $123 - $173
4.81K $832K
POWL
Powell Industries Inc

Industrials
62
+ 1.72%
$159.38 - $211.34 $9.88K - $13.1K
3.66K $770K
RSP
Invesco S&P 500 Equal Weight E

ETFs
464
+ 7.68%
$152.93 - $181.74 $71K - $84.3K
6.5K $1.18M
TTD
Trade Desk, Inc.

Technology
810
+ 19.7%
$45.27 - $79.4 $36.7K - $64.3K
4.92K $354K
SAP
Sap Se

Technology
112
+ 4.66%
$237.53 - $309.8 $26.6K - $34.7K
2.52K $765K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
524
+ 4.46%
$58.41 - $72.69 $30.6K - $38.1K
12.3K $891K
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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