Roof Eidam & Maycock Incresed Positions in Q4 2024

Roof Eidam & Maycock

  • $382 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
386K
+ 106.39%
$50.37 - $50.6 $19.4M - $19.5M
748K $37.7M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
36.1K
+ 56.19%
$50.67 - $50.9 $1.83M - $1.84M
100K $5.09M
VUG
Vanguard Growth ETF

ETFs
1.16K
+ 2.9%
$378.79 - $428.11 $439K - $496K
41.1K $16.8M
VTV
Vanguard Value ETF

ETFs
7.56K
+ 112.76%
$168.32 - $181.87 $1.27M - $1.37M
14.3K $2.41M
AAPL
Apple Inc.

Technology
21
+ 0.03%
$221.69 - $259.02 $4.66K - $5.44K
63.4K $15.9M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
11.2K
+ 12.27%
$100.22 - $100.73 $1.12M - $1.12M
102K $10.2M
V
Visa Inc.

Financial Services
14
+ 0.14%
$273.87 - $320.91 $3.83K - $4.49K
10K $3.17M
TSLA
Tesla, Inc.

Consumer Cyclical
75
+ 3.34%
$213.65 - $479.86 $16K - $36K
2.32K $936K
VO
Vanguard Mid Cap ETF

ETFs
1.11K
+ 2.1%
$261.5 - $284.63 $291K - $316K
54.1K $14.3M
META
Meta Platforms, Inc.

Communication Services
402
+ 54.62%
$554.08 - $632.68 $223K - $254K
1.14K $671K
SPY
Spdr S&P 500 ETF Trust

ETFs
360
+ 21.04%
$567.81 - $607.81 $204K - $219K
2.07K $1.21M
VIG
Vanguard Dividend Appreciation

ETFs
1.04K
+ 0.93%
N/A
113K $20.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
31.5K
+ 329.72%
$25.93 - $105.3 $817K - $3.32M
41.1K $1.14M
NFLX
Netflix Inc

Communication Services
65
+ 14.44%
$687.65 - $936.56 $44.7K - $60.9K
515 $459K
KKR
Kkr & Co. Inc.

Financial Services
5
+ 0.2%
$129.87 - $162.87 $649 - $814
2.47K $365K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
54
+ 9.89%
$521.84 - $558.82 $28.2K - $30.2K
600 $323K
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.15%
$161.86 - $196.66 $324 - $393
1.36K $258K
SCHX
Schwab Strategic Tr Us Large C

ETFs
26.2K
+ 200.0%
$22.4 - $68.28 $587K - $1.79M
39.3K $911K
VOE
Vanguard Mid Cap Value Index F

ETFs
475
+ 5.0%
$160.89 - $176.18 $76.4K - $83.7K
9.97K $1.61M
IBMO
Ishares Tr Ibonds December 202

ETFs
61
+ 0.17%
$25.4 - $25.62 $1.55K - $1.56K
35.2K $896K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.62K
+ 7.76%
$44.04 - $49.49 $71.3K - $80.2K
22.5K $990K
VBR
Vanguard Small Cap Value ETF

ETFs
182
+ 1.06%
$197.36 - $217.3 $35.9K - $39.5K
17.4K $3.45M
IBMP
Ishares Tr Ibonds December 202

ETFs
63
+ 0.2%
$25.08 - $25.43 $1.58K - $1.6K
32.1K $806K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.12%
$385.02 - $431.37 $385 - $431
869 $338K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
56
+ 0.18%
$25.06 - $25.59 $1.4K - $1.43K
31.7K $798K
XLRE
Select Sector Spdr Tr Real Est

ETFs
56
+ 1.07%
$40.06 - $45.21 $2.24K - $2.53K
5.27K $214K
IXUS
Ishares Tr

ETFs
69
+ 1.79%
$65.95 - $72.56 $4.55K - $5.01K
3.93K $260K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
21
+ 0.3%
$442.29 - $483.08 $9.29K - $10.1K
7K $3.17M
CGXU
Capital Group Intl Focus Equit

ETFs
16
+ 0.08%
$24.67 - $26.94 $395 - $431
19.6K $484K
SCHO
Schwab Short Term Us Treasury

ETFs
4.23K
+ 69.78%
$24.06 - $48.88 $102K - $207K
10.3K $247K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.4K
+ 7.04%
$58.88 - $64.8 $200K - $220K
51.7K $3.05M
VNQ
Vanguard Specialized Funds Van

ETFs
7
+ 0.06%
$87.85 - $98.6 $615 - $690
12.7K $1.13M
FNDA
Schwab Fundamental U S Small C

ETFs
67.4K
+ 95.48%
$29.26 - $59.11 $1.97M - $3.98M
138K $4.1M
FNDX
Schwab Fundamental U S Large C

ETFs
110K
+ 194.99%
$23.49 - $71.77 $2.59M - $7.9M
167K $3.94M
MSFT
Microsoft Corp

Technology
10
+ 0.08%
$406.35 - $454.46 $4.06K - $4.54K
13.3K $5.6M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
15
+ 0.1%
$79.93 - $88.06 $1.2K - $1.32K
14.8K $1.18M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4.12K
+ 3.58%
$75.65 - $83.47 $312K - $344K
119K $9.07M
VEA
Vanguard Ftse Developed Market

ETFs
4.31K
+ 0.66%
$47.57 - $52.44 $205K - $226K
658K $31.5M
Activity Summary
Buys All Purchases 43 New Holdings 4 Increased Positions 39 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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