Roman Butler Fullerton & CO New Holdings in Q2 2025

Roman Butler Fullerton & CO

  • $318 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
32.3K
New
$72.96 - $90.39 $2.36M - $2.92M
32.3K $2.89M
EEM
Ishares Msci Emerging Markets

ETFs
40.9K
New
$38.52 - $48.28 $1.57M - $1.97M
40.9K $1.97M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.5K
New
$321.63 - $509.31 $804K - $1.27M
2.5K $1.27M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
30.1K
New
$35.3 - $37.51 $1.06M - $1.13M
30.1K $1.13M
VTV
Vanguard Value ETF

ETFs
6.02K
New
$153.67 - $176.74 $925K - $1.06M
6.02K $1.06M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
8.44K
New
$82.32 - $112.47 $695K - $949K
8.44K $949K
XLK
Technology Sector Spdr

ETFs
2.73K
New
$179.73 - $253.23 $491K - $691K
2.73K $691K
ECL
Ecolab Inc.

Basic Materials
2.4K
New
$225.65 - $270.95 $541K - $649K
2.4K $645K
VRSN
Verisign Inc

Technology
2.16K
New
$234.49 - $288.8 $506K - $624K
2.16K $623K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
5.01K
New
$86.93 - $117.31 $435K - $587K
5.01K $587K
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
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
SHOP
Shopify Inc.

Technology
2.51K
New
$76.89 - $115.35 $193K - $290K
2.51K $289K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.69K
New
$136.63 - $176.62 $230K - $298K
1.69K $284K
FIX
Comfort Systems Usa Inc

Industrials
521
New
$296.51 - $536.21 $154K - $279K
521 $279K
CCJ
Cameco Corp

Energy
3.72K
New
$36.68 - $74.46 $137K - $277K
3.72K $276K
IBND
Spdr Bloomberg International C

ETFs
8.39K
New
$29.46 - $32.59 $247K - $273K
8.39K $273K
EPAM
Epam Systems, Inc.

Technology
1.46K
New
N/A
1.46K $270K
NVO
Novo Nordisk A S

Healthcare
3.87K
New
$58.08 - $81.05 $225K - $314K
3.87K $267K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.55K
New
$96.84 - $99.46 $246K - $253K
2.55K $252K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3.38K
New
$67.83 - $92.33 $229K - $312K
3.38K $245K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.06K
New
$99.48 - $124.46 $205K - $257K
2.06K $245K
HPE
Hewlett Packard Enterprise CO

Technology
11.8K
New
$12.51 - $20.45 $148K - $242K
11.8K $241K
KLAC
Kla Corp

Technology
265
New
$576.53 - $902.94 $153K - $239K
265 $237K
DIS
Walt Disney CO

Communication Services
1.88K
New
$81.72 - $124.01 $154K - $233K
1.88K $233K
BEN
Franklin Resources Inc

Financial Services
9.54K
New
$16.66 - $23.85 $159K - $228K
9.54K $227K
SPYG
Spdr Portfolio

ETFs
2.37K
New
$71.83 - $95.32 $170K - $226K
2.37K $225K
VRT
Vertiv Holdings CO

Industrials
2.54K
New
N/A
2.54K $220K
INTU
Intuit Inc

Technology
277
New
$544.07 - $787.63 $151K - $218K
277 $218K
TRMB
Trimble Inc.

Technology
2.83K
New
$55.12 - $75.98 $156K - $215K
2.83K $215K
STWD
Starwood Property Trust, Inc.

Real Estate
10.2K
New
$17.28 - $20.41 $176K - $208K
10.2K $204K
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.47K
New
$53.23 - $70.65 $185K - $245K
3.47K $200K
NDSN
Nordson Corp

Industrials
920
New
$167.51 - $223.5 $154K - $206K
920 $197K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.15K
New
$73.7 - $90.98 $158K - $195K
2.15K $195K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
7.23K
New
$22.73 - $29.21 $164K - $211K
7.23K $194K
PHM
Pultegroup Inc

Consumer Cyclical
1.8K
New
$92.02 - $106.54 $165K - $191K
1.8K $189K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.2K
New
N/A
2.2K $188K
Arista Networks Inc
11.8K
New
N/A
11.8K $0
Ge Healthcare Technologies I
2.68K
New
N/A
2.68K $0
Annaly Capital Management In
13.5K
New
N/A
13.5K $0
Rocket Lab Corp
17.6K
New
N/A
17.6K $0
Tortoise Capital Series Trus
156K
New
N/A
156K $0
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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