Roof Eidam & Maycock Incresed Positions in Q1 2025

Roof Eidam & Maycock

  • $372 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
65.1K
+ 8.7%
$50.39 - $50.66 $3.28M - $3.3M
813K $41.2M
HEFA
Ishares Currency Hedged Msci E

ETFs
53.4K
+ 77.04%
$34.83 - $37.52 $1.86M - $2M
123K $4.45M
VTV
Vanguard Value ETF

ETFs
5.45K
+ 38.24%
$167.73 - $179.21 $915K - $977K
19.7K $3.41M
ABT
Abbott Laboratories

Healthcare
1.45K
+ 6.9%
$111.1 - $140.22 $161K - $203K
22.4K $2.97M
NFLX
Netflix Inc

Communication Services
550
+ 106.8%
$828.4 - $1058.6 $456K - $582K
1.07K $993K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.13K
+ 4.05%
$100.32 - $100.76 $415K - $416K
106K $10.7M
V
Visa Inc.

Financial Services
235
+ 2.35%
$306.92 - $362.71 $72.1K - $85.2K
10.3K $3.59M
UNM
Unum Group

Financial Services
3.41K
+ 120.49%
$71.8 - $83.34 $245K - $284K
6.24K $508K
BX
Blackstone Inc.

Financial Services
2.78K
+ 97.07%
$136.53 - $186.74 $380K - $519K
5.65K $789K
MA
Mastercard Inc

Financial Services
290
+ 6.52%
$504.67 - $576.31 $146K - $167K
4.74K $2.6M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4K
+ 3.99%
$50.72 - $50.92 $203K - $204K
104K $5.31M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.23K
+ 79.08%
$74.85 - $84.89 $167K - $189K
5.05K $412K
KKR
Kkr & Co. Inc.

Financial Services
2.31K
+ 93.36%
$108.17 - $167.07 $249K - $385K
4.78K $552K
JPM
Jpmorgan Chase & CO

Financial Services
380
+ 2.62%
$225.19 - $279.95 $85.6K - $106K
14.9K $3.65M
KR
Kroger CO

Consumer Defensive
200
+ 0.84%
$58.36 - $67.72 $11.7K - $13.5K
23.9K $1.62M
META
Meta Platforms, Inc.

Communication Services
306
+ 26.89%
$576.36 - $736.67 $176K - $225K
1.44K $832K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.93K
+ 3.02%
$78.0 - $84.37 $150K - $162K
65.7K $5.24M
ALL
Allstate Corp

Financial Services
1
+ 0.04%
$180.99 - $210.18 $181 - $210
2.31K $479K
PHM
Pultegroup Inc

Consumer Cyclical
1.13K
+ 7.91%
$101.09 - $118.51 $114K - $134K
15.4K $1.58M
VBR
Vanguard Small Cap Value ETF

ETFs
1.25K
+ 7.17%
$183.02 - $207.75 $229K - $260K
18.7K $3.48M
XLRE
Select Sector Spdr Tr Real Est

ETFs
33
+ 0.63%
$39.18 - $43.52 $1.29K - $1.44K
5.31K $222K
IBMP
Ishares Tr Ibonds December 202

ETFs
33
+ 0.1%
$25.1 - $25.34 $828 - $836
32.1K $812K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
30
+ 0.09%
$25.08 - $25.39 $752 - $762
31.7K $802K
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.04%
$84.5 - $105.05 $84.5 - $105
2.49K $218K
AMZN
Amazon Com Inc

Consumer Cyclical
1.01K
+ 14.22%
$190.26 - $242.06 $192K - $245K
8.12K $1.54M
ITW
Illinois Tool Works Inc

Industrials
15
+ 0.29%
$244.9 - $274.48 $3.67K - $4.12K
5.17K $1.28M
FNDA
Schwab Fundamental U S Small C

ETFs
1.4K
+ 1.02%
$26.87 - $30.99 $37.7K - $43.5K
139K $3.82M
NVDA
Nvidia Corp

Technology
1.68K
+ 8.77%
$106.98 - $149.43 $180K - $251K
20.8K $2.26M
TSLA
Tesla, Inc.

Consumer Cyclical
50
+ 2.16%
$222.15 - $428.22 $11.1K - $21.4K
2.37K $614K
GOOG
Alphabet Inc.

Communication Services
785
+ 3.0%
$156.06 - $207.71 $123K - $163K
27K $4.21M
VUG
Vanguard Growth ETF

ETFs
375
+ 0.91%
$369.1 - $427.61 $138K - $160K
41.4K $15.4M
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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