Roffman Miller Associates Inc Closed Holding Positions

Roffman Miller Associates Inc

  • $1.64 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VTWV
Vanguard Russell 2000 Value Et

ETFs
Q3 2021 Filed on Nov 15, 2021
2,681
$133.97 - $146.64 $359K - $393K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
71,886
$62.25 - $63.89 $4.47M - $4.59M
BMY
Bristol Myers Squibb CO

Healthcare
Q1 2021 Filed on Apr 16, 2021
6,637
$59.34 - $66.74 $394K - $443K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2021 Filed on Apr 16, 2021
3,346
$124.29 - $128.12 $416K - $429K
DUK
Duke Energy Corp

Utilities
Q3 2020 Filed on Nov 06, 2020
4,874
$79.21 - $88.56 $386K - $432K
HSY
Hershey CO

Consumer Defensive
Q3 2020 Filed on Nov 06, 2020
2,351
$126.75 - $149.59 $298K - $352K
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 06, 2020
11,919
$31.53 - $49.35 $376K - $588K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 06, 2020
3,918
$50.26 - $59.01 $197K - $231K
AMD
Advanced Micro Devices Inc

Technology
Q3 2020 Filed on Nov 06, 2020
5,740
$52.34 - $92.18 $300K - $529K
NVDA
Nvidia Corp

Technology
Q3 2020 Filed on Nov 06, 2020
1,274
$95.3 - $143.46 $121K - $183K
QCOM
Qualcomm Inc

Technology
Q3 2020 Filed on Nov 06, 2020
3,237
$88.89 - $123.18 $288K - $399K
National Oilwell Varco Inc Com
Q3 2020 Filed on Nov 06, 2020
10,101
N/A
LLY
Eli Lilly & CO

Healthcare
Q3 2020 Filed on Nov 06, 2020
4,484
$146.22 - $169.13 $656K - $758K
AZN
Astrazeneca PLC

Healthcare
Q3 2020 Filed on Nov 06, 2020
3,875
$53.07 - $61.1 $206K - $237K
F
Ford Motor CO

Consumer Cyclical
Q3 2020 Filed on Nov 06, 2020
12,016
$5.84 - $7.28 $70.2K - $87.5K
ABC
Amerisourcebergen Corp

Healthcare
Q3 2020 Filed on Nov 06, 2020
3,637
$94.08 - $104.7 $342K - $381K
EXC
Exelon Corp

Utilities
Q3 2020 Filed on Nov 06, 2020
5,946
$24.59 - $28.1 $146K - $167K
CMCSA
Comcast Corp

Communication Services
Q3 2020 Filed on Nov 06, 2020
11,012
$39.25 - $46.81 $432K - $515K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q3 2020 Filed on Nov 06, 2020
1
$267020.0 - $332840.0 $267K - $333K
VO
Vanguard Mid Cap ETF

ETFs
Q3 2020 Filed on Nov 06, 2020
1,434
$164.39 - $185.0 $236K - $265K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 06, 2020
8,800
$40.56 - $53.54 $357K - $471K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q3 2020 Filed on Nov 06, 2020
4,837
$285.37 - $328.74 $1.38M - $1.59M
MA
Mastercard Inc

Financial Services
Q3 2020 Filed on Nov 06, 2020
4,203
$290.18 - $366.12 $1.22M - $1.54M
IVE
Ishares S&P 500 Value ETF

ETFs
Q3 2020 Filed on Nov 06, 2020
2,931
$106.77 - $118.22 $313K - $347K
PM
Philip Morris International Inc.

Consumer Defensive
Q3 2020 Filed on Nov 06, 2020
6,226
$69.99 - $81.94 $436K - $510K
MO
Altria Group, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 06, 2020
13,408
$37.93 - $44.04 $509K - $590K
D
Dominion Energy, Inc

Utilities
Q3 2020 Filed on Nov 06, 2020
3,760
$73.58 - $82.69 $277K - $311K
UNH
Unitedhealth Group Inc

Healthcare
Q3 2020 Filed on Nov 06, 2020
1,759
$291.16 - $323.7 $512K - $569K
LOW
Lowes Companies Inc

Consumer Cyclical
Q3 2020 Filed on Nov 06, 2020
2,164
$135.02 - $170.49 $292K - $369K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q3 2020 Filed on Nov 06, 2020
1,402
$169.81 - $210.82 $238K - $296K
BLK
Black Rock Inc.

Financial Services
Q3 2020 Filed on Nov 06, 2020
808
$535.05 - $608.0 $432K - $491K
ABT
Abbott Laboratories

Healthcare
Q3 2020 Filed on Nov 06, 2020
10,192
$91.64 - $111.29 $934K - $1.13M
FULT
Fulton Financial Corp

Financial Services
Q3 2020 Filed on Nov 06, 2020
13,302
$9.01 - $10.56 $120K - $140K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q3 2020 Filed on Nov 06, 2020
3,229
$55.44 - $62.69 $179K - $202K
IVV
Ishares Core S&P 500 ETF

ETFs
Q3 2020 Filed on Nov 06, 2020
6,854
$311.81 - $359.24 $2.14M - $2.46M
UNP
Union Pacific Corp

Industrials
Q3 2020 Filed on Nov 06, 2020
4,852
$165.99 - $202.37 $805K - $982K
LMT
Lockheed Martin Corp

Industrials
Q3 2020 Filed on Nov 06, 2020
1,752
$339.96 - $398.07 $596K - $697K
RTX
Raytheon Technologies Corp

Industrials
Q3 2020 Filed on Nov 06, 2020
7,608
$56.68 - $64.29 $431K - $489K
MS
Morgan Stanley

Financial Services
Q3 2020 Filed on Nov 06, 2020
4,761
$46.42 - $53.25 $221K - $254K
KLAC
Kla Corp

Technology
Q3 2020 Filed on Nov 06, 2020
1,100
$171.94 - $216.63 $189K - $238K
CAT
Caterpillar Inc

Industrials
Q3 2020 Filed on Nov 06, 2020
1,935
$125.73 - $153.87 $243K - $298K
AMGN
Amgen Inc

Healthcare
Q3 2020 Filed on Nov 06, 2020
7,323
$234.65 - $260.95 $1.72M - $1.91M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q3 2020 Filed on Nov 06, 2020
1,871
$107.35 - $118.91 $201K - $222K
TRHC
Tabula Rasa Health Care, Inc.

Healthcare
Q3 2020 Filed on Nov 06, 2020
62,548
$38.5 - $59.39 $2.41M - $3.71M
SCHW
Schwab Charles Corp

Financial Services
Q3 2020 Filed on Nov 06, 2020
7,323
$33.02 - $36.28 $242K - $266K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q3 2020 Filed on Nov 06, 2020
5,905
N/A
CSCO
Cisco Systems, Inc.

Technology
Q3 2020 Filed on Nov 06, 2020
21,371
$37.85 - $48.1 $809K - $1.03M
UA
Under Armour Inc Cl C

Consumer Cyclical
Q3 2020 Filed on Nov 06, 2020
11,538
$8.29 - $10.7 $95.7K - $123K
WMT
Walmart Inc.

Consumer Defensive
Q3 2020 Filed on Nov 06, 2020
8,602
$118.89 - $147.68 $1.02M - $1.27M
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