Roman Butler Fullerton & CO New Holdings in Q4 2024

Roman Butler Fullerton & CO

  • $342 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJS
Ishares S&P Smallcap 600 Value

ETFs
17K
New
$104.59 - $118.05 $1.78M - $2.01M
17K $1.85M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
13.8K
New
$121.89 - $135.52 $1.68M - $1.87M
13.8K $1.72M
VGLT
Vanguard Long Term Treasury Et

ETFs
20.3K
New
$55.1 - $61.74 $1.12M - $1.25M
20.3K $1.12M
PKW
Invesco Exchange Traded Fd Tr

ETFs
9.18K
New
$114.02 - $125.22 $1.05M - $1.15M
9.18K $1.06M
FOUR
Shift4 Payments, Inc.

Technology
9.09K
New
$88.26 - $114.95 $802K - $1.04M
9.09K $943K
XLY
Select Sector Spdr Consumer Di

ETFs
3.14K
New
$194.8 - $239.43 $612K - $752K
3.14K $704K
XLK
Technology Sector Spdr

ETFs
2.65K
New
$220.26 - $241.44 $583K - $639K
2.65K $615K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
15.4K
New
$36.54 - $37.53 $563K - $579K
15.4K $567K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
4.2K
New
$101.77 - $113.02 $428K - $475K
4.2K $443K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.82K
New
$87.1 - $98.49 $332K - $376K
3.82K $333K
IBND
Spdr Bloomberg International C

ETFs
11K
New
$28.36 - $30.49 $313K - $336K
11K $312K
GILD
Gilead Sciences, Inc.

Healthcare
3.13K
New
$83.95 - $97.9 $263K - $306K
3.13K $289K
FTNT
Fortinet, Inc.

Technology
3K
New
$76.49 - $99.21 $229K - $297K
3K $283K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.83K
New
$56.06 - $61.35 $271K - $297K
4.83K $272K
MPWR
Monolithic Power Systems Inc

Technology
455
New
$560.06 - $942.58 $255K - $429K
455 $269K
LMT
Lockheed Martin Corp

Industrials
534
New
$479.66 - $614.62 $256K - $328K
534 $259K
ACI
Albertsons Companies, Inc.

Consumer Defensive
12.3K
New
$18.01 - $19.92 $221K - $244K
12.3K $241K
IWM
Ishares Russell 2000 ETF

ETFs
1.03K
New
$216.13 - $242.4 $223K - $250K
1.03K $227K
PLTR
Palantir Technologies Inc.

Technology
2.94K
New
$36.46 - $82.38 $107K - $242K
2.94K $222K
NVS
Novartis Ag

Healthcare
2.25K
New
$96.78 - $117.18 $218K - $263K
2.25K $218K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
8.15K
New
$25.3 - $26.31 $206K - $214K
8.15K $208K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
352
New
$563.99 - $620.12 $199K - $218K
352 $200K
LNT
Alliant Energy Corp

Utilities
3.37K
New
$56.24 - $63.63 $190K - $215K
3.37K $199K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.34K
New
$82.28 - $117.52 $192K - $274K
2.34K $197K
RKLB
Rocket Lab Usa, Inc.

Industrials
7.5K
New
$9.23 - $28.44 $69.2K - $213K
7.5K $191K
TRMB
Trimble Inc.

Technology
2.71K
New
$60.21 - $75.4 $163K - $204K
2.71K $191K
Celestica Inc
24.1K
New
N/A
24.1K $0
Activity Summary
Buys All Purchases 116 New Holdings 28 Increased Positions 88 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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