Roof Eidam & Maycock has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $388 Million distributed in 127 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $34.5M, J P Morgan ETF Tr U S Quality with a value of $25.6M, Vanguard Dividend Appreciation with a value of $20.3M, J P Morgan Exchange Traded Fd with a value of $20.1M, and Vanguard Small Cap ETF with a value of $19.7M.
Examining the 13F form we can see an increase of $22.4M in the current position value, from $366M to 388M.
Below you can find more details about Roof Eidam & Maycock portfolio as well as his latest detailed transactions.
Portfolio value
$388 Million
ETFs: $311 Million
Technology: $28 Million
Financial Services: $12.7 Million
Healthcare: $8.58 Million
Communication Services: $7.18 Million
Industrials: $6.43 Million
Consumer Cyclical: $5.55 Million
Energy: $4.44 Million
Other: $4.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions