List of top 200 securities held by ROMANO BROTHERS AND COMPANY:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2025Q1
Report Date Time: 2025-04-10 09:22:51
Total Holdings: 200
Assets Under Management (AUM) :
$771,594,294 ($771.594M)
Reporting Manager: Aryn Sands
Address:
1560 SHERMAN AVENUE
SUITE 1300
EVANSTON, IL 60201
Since 2022-09-30: total money flow = -$75.243M, gains and losses = $228.061M
| 1 | ABBVIE INC ABBV | 2025Q1 | 129,930 | $27.223M ($209.52) | 3.53% |  | | History |
| 2 | APPLE INC AAPL | 2025Q1 | 107,015 | $23.771M ($222.13) | 3.08% | | | History |
| 3 | VANGUARD INDEX FDS S&P 500 ETF VOO | 2025Q1 | 44,432 | $22.834M ($513.91) | 2.96% | | | History |
| 4 | VANGUARD DIVIDEND APPRECIATION VIG | 2025Q1 | 95,720 | $18.569M ($193.99) | 2.41% | | | History |
| 5 | SPDR S&P 500 ETF TR SPY | 2025Q1 | 30,853 | $17.259M ($559.39) | 2.24% | | | History |
| 6 | CACI INTERNATIONAL INC CACI | 2025Q1 | 46,191 | $16.948M ($366.92) | 2.20% | | | History |
| 7 | BROADCOM INC AVGO | 2025Q1 | 98,717 | $16.528M ($167.43) | 2.14% | | | History |
| 8 | FISERV INC FI | 2025Q1 | 73,190 | $16.163M ($220.83) | 2.09% | | | History |
| 9 | MICROSOFT CORP MSFT | 2025Q1 | 41,372 | $15.531M ($375.39) | 2.01% | | | History |
| 10 | ISHARES CORE S&P TOTAL U.S. ST ITOT | 2025Q1 | 124,960 | $15.246M ($122.01) | 1.98% | | | History |
Showing 1 to 10 of 200 entries
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