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ROWLANDMILLER & PARTNERS.ADV13F | |
ROWLANDMILLER & PARTNERS.ADV | |
Last update 2025-04-15 | 178 Stocks (8 new) |
Value $473.00 Mil | Turnover 2 % |
ROWLANDMILLER & PARTNERS.ADV Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
PGR | Progressive Corp | 112,871 | 31,943.7 | -2.73% | 6.760 | -0.16% | 0.020 | +2.43% | +22.87% | 169,266.2 | Insurance | |
AAPL | Apple Inc | 136,268 | 30,269.2 | -1.47% | 6.400 | -0.11% | 0.000 | -16.49% | -19.26% | 3,012,556.1 | Hardware | |
MSFT | Microsoft Corp | 50,871 | 19,096.7 | -0.88% | 4.040 | -0.04% | 0.000 | +16.58% | +10.02% | 3,433,612.3 | Software | |
ADP | Automatic Data Processing Inc | 61,530 | 18,799.3 | -1.45% | 3.980 | -0.06% | 0.020 | +3.92% | +11.89% | 132,249.6 | Software | |
WMT | Walmart Inc | 189,030 | 16,595.0 | -1.37% | 3.510 | -0.05% | 0.000 | +1.70% | +11.00% | 798,248.5 | Retail - Defensive | |
LLY | Eli Lilly and Co | 19,136 | 15,804.8 | -3.45% | 3.340 | -0.11% | 0.000 | -18.68% | -2.86% | 670,716.3 | Drug Manufacturers | |
KO | Coca-Cola Co | 211,273 | 15,131.4 | -1.80% | 3.200 | -0.05% | 0.000 | +1.86% | +16.50% | 309,907.2 | Beverages - Non-Alcoholic | |
GOOG | Alphabet Inc | 85,350 | 13,334.3 | +3.32% | 2.820 | +0.09% | 0.000 | -0.96% | -10.44% | 2,058,452.1 | Interactive Media | |
MCD | McDonald's Corp | 38,741 | 12,101.7 | -2.28% | 2.560 | -0.05% | 0.010 | +2.57% | +9.10% | 223,576.4 | Restaurants | |
JNJ | Johnson & Johnson | 69,525 | 11,530.2 | -0.95% | 2.440 | -0.02% | 0.000 | -5.02% | +9.24% | 373,903.8 | Drug Manufacturers |
ROWLANDMILLER & PARTNERS.ADV's Historical Top Holdings Breakdowns
ROWLANDMILLER & PARTNERS.ADV's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
MMS | Maximus Inc | 2025-03-31 | Sold Out | -0.40% | 64.34 ($71.24) 79.68 | $71.20 | -0.06% | Sold Out | 0 | -25,366 | |
SMCI | Super Micro Computer Inc | 2025-03-31 | Add | +0.21% | 26.85 ($37.94) 60.25 | $41.20 | 8.59% | Add 51.91% | 85,525 | 29,225 | |
BLK | BlackRock Inc | 2025-03-31 | New Buy | +0.17% | 900.46 ($980.1) 1075.5 | $978.07 | -0.21% | New holding | 856 | 856 | |
PGR | Progressive Corp | 2025-03-31 | Reduce | -0.16% | 235.61 ($261.55) 291.22 | $288.74 | 10.40% | Reduce -2.73% | 112,871 | -3,169 | |
VRT | Vertiv Holdings Co | 2025-03-31 | Add | +0.16% | 72.2 ($106.44) 153.49 | $109.23 | 2.62% | Add 43.01% | 35,558 | 10,694 | |
AAPL | Apple Inc | 2025-03-31 | Reduce | -0.11% | 209.68 ($231.67) 247.1 | $201.70 | -12.94% | Reduce -1.47% | 136,268 | -2,039 | |
LLY | Eli Lilly and Co | 2025-03-31 | Reduce | -0.11% | 725.72 ($832.09) 929.72 | $747.12 | -10.21% | Reduce -3.45% | 19,136 | -684 | |
SWKS | Skyworks Solutions Inc | 2025-03-31 | Add | +0.10% | 64.12 ($76.14) 93.96 | $68.95 | -9.44% | Add 29.68% | 30,478 | 6,975 | |
GOOG | Alphabet Inc | 2025-03-31 | Add | +0.09% | 156.06 ($183.12) 207.71 | $170.37 | -6.96% | Add 3.32% | 85,350 | 2,746 | |
CB | Chubb Ltd | 2025-03-31 | Reduce | -0.09% | 257.71 ($277.87) 301.99 | $299.93 | 7.94% | Reduce -3.97% | 35,796 | -1,480 |
ROWLANDMILLER & PARTNERS.ADV Total Holding History ($B)
ROWLANDMILLER & PARTNERS.ADV's Asset Allocation
ROWLANDMILLER & PARTNERS.ADV Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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ROWLANDMILLER & PARTNERS.ADV's Hypothetical Growth since 2025-03-31
ROWLANDMILLER & PARTNERS.ADV's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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ROWLANDMILLER & PARTNERS.ADV's Holdings Heat Map
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ROWLANDMILLER & PARTNERS.ADV's Holdings Bubble Chart
ROWLANDMILLER & PARTNERS.ADV News
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