Roof Eidam & Maycock Incresed Positions in Q3 2024

Roof Eidam & Maycock

  • $388 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
93.9K
+ 34.98%
$50.25 - $50.74 $4.72M - $4.77M
362K $18.4M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
50.3K
+ 358.95%
$50.61 - $50.96 $2.54M - $2.56M
64.2K $3.27M
JCPB
J P Morgan Exchange Traded Fd

ETFs
20K
+ 5.05%
$45.87 - $48.53 $919K - $972K
417K $20.1M
FNDX
Schwab Fundamental U S Large C

ETFs
14.1K
+ 33.41%
$65.36 - $71.76 $924K - $1.01M
56.4K $4.05M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
20.9K
+ 48.78%
$44.65 - $47.21 $932K - $986K
63.7K $2.98M
IVV
Ishares Core S&P 500 ETF

ETFs
383
+ 1.78%
$520.18 - $576.82 $199K - $221K
21.9K $12.6M
VTV
Vanguard Value ETF

ETFs
4.6K
+ 219.19%
$159.75 - $174.57 $735K - $804K
6.7K $1.17M
FNDA
Schwab Fundamental U S Small C

ETFs
7.72K
+ 12.29%
$54.26 - $60.01 $419K - $463K
70.6K $4.2M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
535
+ 0.47%
$75.63 - $84.89 $40.5K - $45.4K
115K $9.68M
PHM
Pultegroup Inc

Consumer Cyclical
500
+ 3.58%
$103.95 - $144.98 $52K - $72.5K
14.5K $2.08M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.14K
+ 38.93%
$80.13 - $88.89 $332K - $368K
14.8K $1.3M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
340
+ 0.5%
$66.31 - $74.08 $22.5K - $25.2K
68.4K $5.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
286
+ 1.22%
$434.77 - $502.96 $124K - $144K
23.8K $11.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.1K
+ 24.4%
$41.9 - $48.26 $172K - $198K
20.9K $998K
MA
Mastercard Inc

Financial Services
50
+ 1.14%
$429.6 - $500.99 $21.5K - $25K
4.45K $2.2M
KR
Kroger CO

Consumer Defensive
1.36K
+ 6.06%
$50.43 - $57.3 $68.3K - $77.6K
23.7K $1.36M
VNQ
Vanguard Specialized Funds Van

ETFs
5
+ 0.04%
$82.97 - $98.97 $415 - $495
12.7K $1.24M
LLY
Eli Lilly & CO

Healthcare
200
+ 18.69%
$772.14 - $960.02 $154K - $192K
1.27K $1.13M
JPM
Jpmorgan Chase & CO

Financial Services
105
+ 0.67%
$194.9 - $224.8 $20.5K - $23.6K
15.9K $3.34M
CMCSA
Comcast Corp

Communication Services
1.2K
+ 3.4%
$37.33 - $41.78 $44.8K - $50.1K
36.5K $1.52M
V
Visa Inc.

Financial Services
45
+ 0.45%
$253.74 - $291.56 $11.4K - $13.1K
10K $2.75M
BX
Blackstone Inc.

Financial Services
375
+ 15.06%
$120.77 - $159.66 $45.3K - $59.9K
2.87K $438K
OEF
Ishares S&P 100 ETF

ETFs
24
+ 0.05%
$266.03 - $266.03 $6.38K - $6.38K
50.3K $13.4M
HD
Home Depot, Inc.

Consumer Cyclical
102
+ 13.32%
$333.64 - $405.2 $34K - $41.3K
868 $351K
XOM
Exxon Mobil Corp

Energy
420
+ 3.33%
$109.72 - $119.0 $46.1K - $50K
13K $1.53M
ROCK
Gibraltar Industries, Inc.

Industrials
510
+ 1.98%
$62.82 - $80.87 $32K - $41.2K
26.2K $1.83M
SBUX
Starbucks Corp

Consumer Cyclical
25
+ 0.8%
$72.51 - $98.6 $1.81K - $2.47K
3.14K $305K
META
Meta Platforms, Inc.

Communication Services
4
+ 0.55%
$453.41 - $572.44 $1.81K - $2.29K
736 $421K
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.02%
$161.9 - $179.3 $162 - $179
5.26K $894K
CGXU
Capital Group Intl Focus Equit

ETFs
24
+ 0.12%
$24.27 - $27.46 $582 - $659
19.6K $528K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
42
+ 0.13%
$24.91 - $25.63 $1.05K - $1.08K
31.7K $811K
IBMP
Ishares Tr Ibonds December 202

ETFs
47
+ 0.15%
$24.92 - $25.47 $1.17K - $1.2K
32K $815K
IBMO
Ishares Tr Ibonds December 202

ETFs
44
+ 0.13%
$25.26 - $25.66 $1.11K - $1.13K
35.2K $902K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
46
+ 0.12%
$25.97 - $26.11 $1.19K - $1.2K
37.2K $971K
Ishares Tr
3K
+ 9.97%
N/A
33.1K $0
AMZN
Amazon Com Inc

Consumer Cyclical
163
+ 2.37%
$161.02 - $200.0 $26.2K - $32.6K
7.05K $1.31M
AMAT
Applied Materials Inc

Technology
355
+ 4.6%
$174.88 - $254.97 $62.1K - $90.5K
8.08K $1.63M
Activity Summary
Buys All Purchases 50 New Holdings 12 Increased Positions 38 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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