| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 23 | Q2 2024 | 5.5% |
| APPLE INC | 23 | Q2 2024 | 5.3% |
| AMAZON COM INC | 23 | Q2 2024 | 4.0% |
| PROCTER AND GAMBLE CO | 23 | Q2 2024 | 2.8% |
| ISHARES TR | 23 | Q2 2024 | 3.7% |
| BERKSHIRE HATHAWAY INC DEL | 23 | Q2 2024 | 3.1% |
| VANGUARD SPECIALIZED FUNDS | 23 | Q2 2024 | 2.3% |
| HOME DEPOT INC | 23 | Q2 2024 | 2.0% |
| PROSHARES TR | 23 | Q2 2024 | 1.7% |
| EATON VANCE ENHANCED EQUITY | 23 | Q2 2024 | 1.5% |
View ROMAN BUTLER FULLERTON & CO's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX/A | 2024-08-14 |
| N-PX | 2024-08-13 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-17 |
View ROMAN BUTLER FULLERTON & CO's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.