Roman Butler Fullerton & CO New Holdings in Q1 2025

Roman Butler Fullerton & CO

  • $261 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.98K
New
$91.45 - $91.75 $273K - $274K
2.98K $273K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
6.68K
New
$34.23 - $36.9 $228K - $246K
6.68K $238K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
548
New
$408.78 - $448.82 $224K - $246K
548 $230K
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
RING
Ishares Inc Msci Global Gold M

ETFs
4.82K
New
$28.64 - $38.36 $138K - $185K
4.82K $184K
Fidelity Covington Trust
22.4K
New
N/A
22.4K $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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