Roof Eidam & Maycock Sells in Q1 2025

Roof Eidam & Maycock

  • $372 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-3.31K
- 5.22%
$209.68 - $247.1 $694K - $818K
60.1K $13.3M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-36.2K
- 8.92%
$55.41 - $60.74 $2.01M - $2.2M
370K $20.9M
VB
Vanguard Small Cap ETF

ETFs
-2.24K
- 2.71%
$217.89 - $252.64 $489K - $567K
80.5K $17.9M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-23.8K
- 68.38%
$67.08 - $76.14 $1.6M - $1.82M
11K $812K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-723
- 3.09%
$468.34 - $539.52 $339K - $390K
22.7K $10.6M
FNDX
Schwab Fundamental U S Large C

ETFs
-55K
- 33.05%
$23.03 - $25.01 $1.27M - $1.38M
111K $2.63M
VIG
Vanguard Dividend Appreciation

ETFs
-5.34K
- 4.75%
N/A
107K $19.5M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-5.21K
- 9.46%
$113.22 - $126.36 $590K - $659K
49.9K $5.73M
MSFT
Microsoft Corp

Technology
-170
- 1.28%
$375.39 - $447.2 $63.8K - $76K
13.1K $4.92M
VO
Vanguard Mid Cap ETF

ETFs
-1.38K
- 2.56%
$251.87 - $277.95 $349K - $385K
52.7K $13.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-22.8K
- 58.07%
$21.75 - $24.28 $497K - $554K
16.5K $363K
IYW
Ishares Dj Us Tech ETF

ETFs
-757
- 5.34%
$140.44 - $166.79 $106K - $126K
13.4K $1.88M
OEF
Ishares S&P 100 ETF

ETFs
-1.38K
- 2.86%
N/A
46.9K $12.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-6.04K
- 23.9%
$45.56 - $47.23 $275K - $285K
19.2K $904K
VTI
Vanguard Total Stock Market Et

ETFs
-160
- 1.6%
$271.18 - $303.12 $43.4K - $48.5K
9.83K $2.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-5.51K
- 10.66%
$58.01 - $64.46 $320K - $355K
46.2K $2.87M
EEMV
Ishares Msci Emerging Markets

ETFs
-2.98K
- 38.28%
$57.07 - $59.29 $170K - $177K
4.81K $280K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.94K
- 11.56%
$87.68 - $94.52 $257K - $277K
22.5K $2.1M
IBMO
Ishares Tr Ibonds December 202

ETFs
-5.57K
- 15.81%
$25.45 - $25.6 $142K - $143K
29.7K $757K
EEM
Ishares Msci Emerging Markets

ETFs
-3.51K
- 18.71%
$40.81 - $45.34 $143K - $159K
15.2K $665K
CSX
Csx Corp

Industrials
-2.4K
- 14.69%
$29.11 - $33.67 $69.9K - $80.8K
13.9K $410K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-4.5K
- 17.05%
$26.63 - $26.75 $120K - $120K
21.9K $585K
LLY
Eli Lilly & CO

Healthcare
-200
- 15.75%
$725.72 - $929.72 $145K - $186K
1.07K $883K
SPY
Spdr S&P 500 ETF Trust

ETFs
-74
- 3.57%
$551.42 - $612.93 $40.8K - $45.4K
2K $1.12M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.12K
- 5.44%
$49.25 - $50.66 $55.3K - $56.8K
19.5K $967K
NSC
Norfolk Southern Corp

Industrials
-290
- 14.32%
$227.69 - $259.76 $66K - $75.3K
1.74K $410K
HD
Home Depot, Inc.

Consumer Cyclical
-119
- 13.69%
$347.25 - $424.87 $41.3K - $50.6K
750 $274K
CI
Cigna Corp

Healthcare
-407
- 30.37%
$274.49 - $329.0 $112K - $134K
933 $306K
LMT
Lockheed Martin Corp

Industrials
-70
- 8.62%
$423.19 - $506.29 $29.6K - $35.4K
742 $331K
VOT
Vanguard Mid Cap Growth Index

ETFs
-140
- 5.34%
$237.72 - $276.98 $33.3K - $38.8K
2.48K $606K
VOE
Vanguard Mid Cap Value Index F

ETFs
-280
- 2.81%
$156.61 - $168.02 $43.9K - $47K
9.69K $1.56M
QCOM
Qualcomm Inc

Technology
-366
- 7.35%
$151.94 - $175.86 $55.6K - $64.4K
4.61K $708K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-60
- 10.0%
$507.05 - $563.67 $30.4K - $33.8K
540 $277K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.08K
- 7.27%
$78.97 - $85.82 $85K - $92.3K
13.7K $1.14M
CMCSA
Comcast Corp

Communication Services
-560
- 1.53%
$33.19 - $38.23 $18.6K - $21.4K
35.9K $1.33M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-39
- 0.42%
$37.84 - $44.02 $1.48K - $1.72K
9.35K $359K
ROCK
Gibraltar Industries, Inc.

Industrials
-355
- 1.68%
$56.2 - $67.05 $20K - $23.8K
20.8K $1.22M
PEP
Pepsico Inc

Consumer Defensive
-1
- 0.02%
$142.64 - $156.42 $143 - $156
5.26K $788K
ESG
Flexshares Stoxx Us Esg Select
-715
- 7.06%
N/A
9.42K $0
CSCO
Cisco Systems, Inc.

Technology
-200
- 4.2%
$58.74 - $64.87 $11.7K - $13K
4.56K $281K
MCD
Mcdonalds Corp

Consumer Cyclical
-43
- 6.2%
$279.74 - $321.29 $12K - $13.8K
650 $203K
VNQ
Vanguard Specialized Funds Van

ETFs
-144
- 1.13%
$85.55 - $94.34 $12.3K - $13.6K
12.6K $1.14M
BMY
Bristol Myers Squibb CO

Healthcare
-300
- 5.36%
$53.9 - $63.11 $16.2K - $18.9K
5.3K $323K
COP
Conocophillips

Energy
-258
- 3.73%
$88.6 - $105.85 $22.9K - $27.3K
6.65K $698K
PSX
Phillips 66

Energy
-129
- 3.25%
$113.93 - $131.55 $14.7K - $17K
3.84K $474K
T
At&T Inc.

Communication Services
-1.42K
- 10.39%
$21.56 - $28.28 $30.5K - $40K
12.2K $345K
IBM
International Business Machines Corp

Technology
-240
- 6.79%
$217.4 - $264.74 $52.2K - $63.5K
3.3K $819K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-2.65K
- 0.86%
$46.45 - $47.26 $123K - $125K
306K $14.4M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-490
- 2.76%
$69.81 - $78.9 $34.2K - $38.7K
17.3K $1.35M
Activity Summary
Buys All Purchases 39 New Holdings 7 Increased Positions 32 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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