Roof Eidam & Maycock has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $382 Million distributed in 126 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $37.7M, Vanguard Ftse Developed Market with a value of $31.5M, J P Morgan ETF Tr U S Quality with a value of $23.3M, Vanguard Dividend Appreciation with a value of $20.5M, and Vanguard Small Cap ETF with a value of $19.9M.
Examining the 13F form we can see an decrease of $6.15M in the current position value, from $388M to 382M.
Below you can find more details about Roof Eidam & Maycock portfolio as well as his latest detailed transactions.
Portfolio value
$382 Million
ETFs: $308 Million
Technology: $26.9 Million
Financial Services: $13.7 Million
Healthcare: $8.11 Million
Communication Services: $8.05 Million
Consumer Cyclical: $5.52 Million
Industrials: $4.5 Million
Energy: $4.1 Million
Other: $3.37 Million
Stock Holdings Table Market Cap. of $200 Billions or more