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CIK: 0000225816
Total reported value
$548.6M
$548.6M
185 檔
21.8%
According to the latest 13F quarterly dataset, Rowlandmiller & Partners.adv managed an equity portfolio of $548.6M at the end of Q4 2024, spanning 185 distinct U.S. exchange-listed positions.
In Q4 2024, Rowlandmiller & Partners.adv adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.24% | +0.01% | +0.02% | |
| 2 | PGR | Progressive CORP | Stock-Financials | 5.81% | -0.06% | -3.30% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.52% | -0.18% | -1.07% | |
| 4 | ADP | Automatic Data Processing | Stock-Tech | 3.82% | -0.06% | -2.00% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.62% | -0.78% | -0.22% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.29% | +0.49% | +0.78% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.20% | +0.46% | -3.88% | |
| 8 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.80% | -0.13% | -1.16% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.58% | -0.07% | -2.94% | |
| 10 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.40% | -0.51% | -0.74% | |
| 11 | CB | Chubb Limited | Stock-Financials | 2.15% | -0.13% | +0.48% | |
| 12 | QCOM | Qualcomm Inc | Stock-Tech | 2.15% | +0.52% | -0.78% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.12% | -0.23% | -0.15% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.89% | -2.74% | EXIT | |
| 15 | TFC | Truist Financial CORP | Stock-Financials | 1.80% | -0.07% | -1.12% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.76% | +0.08% | +0.07% | |
| 17 | CMI | Cummins Inc | Stock-Industrials | 1.75% | +0.39% | -0.26% | |
| 18 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 1.48% | +0.02% | -0.07% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.46% | -0.61% | +4.57% | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.40% | -0.49% | -0.51% | |
| 21 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.36% | -0.01% | +0.29% | |
| 22 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.36% | +0.05% | +0.63% | |
| 23 | CPRT | Copart Inc | Stock-Industrials | 1.33% | -0.18% | -4.79% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | -0.04% | -0.65% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.16% | +0.06% | -0.48% | |
| 26 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.10% | +0.02% | -0.25% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.19% | -5.22% | |
| 28 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.97% | +0.12% | -5.19% | |
| 29 | SYY | Sysco CORP | Stock-Consumer Staples | 0.97% | +0.04% | -0.12% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.96% | -0.08% | -3.13% | |
| 31 | PAYX | Paychex Inc | Stock-Tech | 0.90% | -0.02% | -0.25% | |
| 32 | CTAS | Cintas CORP | Stock-Industrials | 0.89% | -0.06% | -4.63% | |
| 33 | INTC | Intel CORP | Stock-Tech | 0.88% | +2.56% | -8.84% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.88% | -0.03% | -2.30% | |
| 35 | COP | Conocophillips | Stock-Energy | 0.86% | -0.30% | +1.01% | |
| 36 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.85% | -0.02% | -1.90% | |
| 37 | WERN | Werner Enterprises Inc | Stock-Other | 0.82% | +0.08% | -0.48% | |
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 0.67% | -0.01% | -3.93% | |
| 39 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.67% | +0.01% | -0.92% | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.66% | -0.06% | +0.12% | |
| 41 | SON | Sonoco Products Co | Stock-Consumer Disc | 0.64% | -0.04% | -0.65% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.64% | -0.11% | — | |
| 43 | AFL | Aflac Inc | Stock-Financials | 0.63% | -0.03% | -6.62% | |
| 44 | CSX | Csx CORP | Stock-Industrials | 0.63% | +0.02% | +0.02% | |
| 45 | TECH | Bio-techne CORP | Stock-Healthcare | 0.61% | +0.05% | -1.41% | |
| 46 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.59% | +0.01% | -0.14% | |
| 47 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.59% | +0.14% | +19.13% | |
| 48 | DUK | Duke Energy CORP | Stock-Utilities | 0.59% | -0.09% | -0.38% | |
| 49 | IDCC | Interdigital Inc | Stock-Tech | 0.51% | -0.10% | -3.29% | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.48% | +0.19% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | +0.02% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | +0.78% | Add |
| 3 | WMT | Walmart Inc | +0.5% | -0.22% | Trim |
| 4 | CFR | Cullen/frost Bankers Inc | +0.3% | -0.07% | Trim |
| 5 | ADP | Automatic Data Processing | +0.2% | -2.00% | Trim |
| 6 | VRT | Vertiv Holdings Co-a | +0.2% | +19.13% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | -0.65% | Trim |
| 8 | CMI | Cummins Inc | +0.2% | -0.26% | Trim |
| 9 | IDCC | Interdigital Inc | +0.1% | -3.29% | Trim |
| 10 | LULU | Lululemon Athletica Inc | +0.1% | -1.25% | Trim |
| 11 | NVDA | Nvidia CORP | +0.1% | -0.48% | Trim |
| 12 | PDCOEUR | Patterson Cos Inc | +0.1% | -9.98% | Trim |
| 13 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | +0.63% | Add |
| 14 | BA | Boeing Co/the | +0.1% | +11.02% | Add |
| 15 | CPRT | Copart Inc | +0.1% | -4.79% | Trim |
| 16 | AMZN | Amazon.com Inc | +0.1% | +1.64% | Add |
| 17 | GILD | Gilead Sciences Inc | +0.1% | +0.12% | Add |
| 18 | DFSEUR | Discover Financial Services | +0.1% | -2.04% | Trim |
| 19 | EMR | Emerson Electric Co | +0.1% | -3.93% | Trim |
| 20 | SNA | Snap-on Inc | +0.1% | +0.02% | Add |
| 21 | MSFT | Microsoft CORP | 0% | -1.07% | Trim |
| 22 | CB | Chubb Limited | 0% | +0.48% | Add |
| 23 | KMB | Kimberly-clark CORP | 0% | -0.14% | Trim |
| 24 | WERN | Werner Enterprises Inc | 0% | -0.48% | Trim |
| 25 | NEE | Nextera Energy Inc | 0% | +0.11% | Add |
| 26 | UPS | United Parcel Service-cl B | -0.1% | -0.25% | Trim |
| 27 | SWKS | Skyworks Solutions Inc | -0.1% | -3.17% | Trim |
| 28 | EXPD | Expeditors Intl Wash Inc | -0.1% | -0.96% | Trim |
| 29 | SON | Sonoco Products Co | -0.1% | -0.65% | Trim |
| 30 | TECH | Bio-techne CORP | -0.1% | -1.41% | Trim |
| 31 | MCD | Mcdonald's CORP | -0.1% | -0.74% | Trim |
| 32 | AFL | Aflac Inc | -0.1% | -6.62% | Trim |
| 33 | PSA | Public Storage | -0.1% | -1.64% | Trim |
| 34 | HD | Home Depot Inc | -0.1% | -2.94% | Trim |
| 35 | TFX | Teleflex Inc | -0.1% | — | Unchanged |
| 36 | MRK | Merck & Co. Inc. | -0.1% | -2.30% | Trim |
| 37 | MMS | Maximus Inc | -0.1% | -7.28% | Trim |
| 38 | ABBV | Abbvie Inc | -0.1% | +0.07% | Add |
| 39 | XOM | Exxon Mobil CORP | -0.1% | -0.78% | Trim |
| 40 | CTAS | Cintas CORP | -0.1% | -4.63% | Trim |
| 41 | VZ | Verizon Communications Inc | -0.1% | -0.51% | Trim |
| 42 | WY | Weyerhaeuser Co | -0.2% | -1.90% | Trim |
| 43 | QCOM | Qualcomm Inc | -0.2% | -0.78% | Trim |
| 44 | JNJ | Johnson & Johnson | -0.2% | -0.15% | Trim |
| 45 | GPC | Genuine Parts Co | -0.2% | +0.29% | Add |
| 46 | INTC | Intel CORP | -0.2% | -8.84% | Trim |
| 47 | AMGN | Amgen Inc | -0.2% | -3.13% | Trim |
| 48 | PGR | Progressive CORP | -0.4% | -3.30% | Trim |
| 49 | KO | Coca-cola Co/the | -0.4% | -1.16% | Trim |
| 50 | LLY | Eli Lilly & Co | -0.5% | -3.88% | Trim |
According to official SEC Form 13F filings, Rowlandmiller & Partners.adv reported a total U.S. public equity portfolio value of $548.6M across 185 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, PGR, MSFT) accounted for 21.8% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
PGR
前期市值: $30.5M
During Q4 2024, Rowlandmiller & Partners.adv's top holdings by market value included AAPL (7.2%)、PGR (5.8%)、MSFT (4.5%). The largest single position, AAPL, represented 7.2% of total portfolio value.
In Q4 2024, Rowlandmiller & Partners.adv made 49 total portfolio adjustments, initiating 0 new buys, adding to 12 positions, trimming 37 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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