Roof Eidam & Maycock Reduced Holdings in Q3 2024

Roof Eidam & Maycock

  • $388 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-8.2K
- 17.05%
$341.08 - $391.94 $2.8M - $3.21M
39.9K $15.3M
VIG
Vanguard Dividend Appreciation

ETFs
-6.06K
- 5.16%
$182.15 - $182.15 $1.1M - $1.1M
111K $20.3M
NVDA
Nvidia Corp

Technology
-4.93K
- 16.89%
$98.91 - $134.91 $488K - $665K
24.3K $2.95M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-21.5K
- 6.09%
$46.16 - $47.63 $991K - $1.02M
331K $15.8M
GOOG
Alphabet Inc.

Communication Services
-299
- 1.13%
$149.54 - $192.66 $44.7K - $57.6K
26.3K $4.39M
EEM
Ishares Msci Emerging Markets

ETFs
-9.93K
- 34.65%
$40.42 - $46.7 $401K - $464K
18.7K $858K
MSFT
Microsoft Corp

Technology
-224
- 1.66%
$395.15 - $467.56 $88.5K - $105K
13.3K $5.71M
SPY
Spdr S&P 500 ETF Trust

ETFs
-678
- 28.38%
$517.38 - $573.86 $351K - $389K
1.71K $981K
MCK
Mckesson Corp

Healthcare
-40
- 1.25%
$479.06 - $630.38 $19.2K - $25.2K
3.17K $1.56M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-8.12K
- 23.52%
$26.42 - $26.67 $215K - $217K
26.4K $703K
PSX
Phillips 66

Energy
-775
- 16.33%
$125.0 - $147.17 $96.9K - $114K
3.97K $522K
CVX
Chevron Corp

Energy
-200
- 2.17%
$137.88 - $161.97 $27.6K - $32.4K
9.01K $1.33M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-756
- 0.82%
$100.09 - $100.69 $75.7K - $76.1K
90.9K $9.15M
PHG
Koninklijke Philips Nv

Healthcare
-7.49K
- 31.27%
$25.08 - $32.73 $188K - $245K
16.5K $538K
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.32K
- 12.21%
$149.02 - $167.67 $197K - $221K
9.5K $1.59M
PFE
Pfizer Inc

Healthcare
-1.75K
- 5.83%
$27.7 - $31.39 $48.4K - $54.9K
28.2K $817K
EEMV
Ishares Msci Emerging Markets

ETFs
-905
- 10.41%
$56.77 - $63.31 $51.4K - $57.3K
7.79K $488K
UNH
Unitedhealth Group Inc

Healthcare
-75
- 15.63%
$488.01 - $604.18 $36.6K - $45.3K
405 $236K
ESG
Flexshares Stoxx Us Esg Select
-2.21K
- 17.84%
N/A
10.2K $0
AMT
American Tower Corp

Real Estate
-225
- 13.43%
$192.27 - $242.73 $43.3K - $54.6K
1.45K $337K
JNJ
Johnson & Johnson

Healthcare
-500
- 7.4%
$145.48 - $167.38 $72.7K - $83.7K
6.26K $1.01M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.17K
- 6.18%
$69.31 - $77.34 $81.1K - $90.5K
17.8K $1.36M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-3.38K
- 5.4%
$108.44 - $120.37 $367K - $407K
59.3K $7.13M
GE
General Electric CO

Industrials
-75
- 1.95%
$156.66 - $189.66 $11.7K - $14.2K
3.78K $712K
ITW
Illinois Tool Works Inc

Industrials
-15
- 0.29%
$233.14 - $263.97 $3.5K - $3.96K
5.19K $1.36M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-700
- 2.68%
$83.76 - $91.82 $58.6K - $64.3K
25.4K $2.32M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-205
- 0.42%
$58.03 - $65.37 $11.9K - $13.4K
48.3K $3.13M
ABT
Abbott Laboratories

Healthcare
-85
- 0.4%
$100.07 - $118.13 $8.51K - $10K
20.9K $2.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-400
- 5.42%
$405.19 - $478.57 $162K - $191K
6.98K $3.21M
VBR
Vanguard Small Cap Value ETF

ETFs
-58
- 0.34%
$179.99 - $201.6 $10.4K - $11.7K
17.2K $3.46M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-16.5K
- 3.52%
$51.29 - $56.57 $844K - $931K
452K $25.6M
VO
Vanguard Mid Cap ETF

ETFs
-311
- 0.58%
$237.84 - $263.83 $74K - $82.1K
53K $14M
AAPL
Apple Inc.

Technology
-161
- 0.25%
$207.23 - $234.82 $33.4K - $37.8K
63.4K $14.8M
VB
Vanguard Small Cap ETF

ETFs
-719
- 0.86%
$214.77 - $237.72 $154K - $171K
82.9K $19.7M
VEA
Vanguard Ftse Developed Market

ETFs
-7.42K
- 1.12%
$47.6 - $53.31 $353K - $395K
654K $34.5M
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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