test

Aryn Sands

@Romano Brothers And Company

Latest period2024 - Q4ReportedManaged Assets$792.446MTotal holdings302
Assets growth rate-1.3%Assets growth rate (2-Q avg)4.95%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Romano Brothers And Company's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 302 positions.

Assets under management

The assets under management (AUM) of Romano Brothers And Company over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 792.446M in assets, with a quarterly growth rate of -1.3% and a 2-quarter average growth rate of 4.95%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -1.24%
3.43%
$27.137M
108,364 shares@ $250.43 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -0.78%
3.01%
$23.834M
102,805 shares@ $231.84 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.71%
2.95%
$23.311M
131,181 shares@ $177.71 avg price
CACICaci Intl Inc
Recent Activity
Decreased -0.98%
2.41%
$19.069M
47,194 shares@ $404.07 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.08%
2.34%
$18.469M
31,513 shares@ $586.09 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.43%
2.24%
$17.7M
41,994 shares@ $421.5 avg price
ITOTIshares Tr
Recent Activity
Decreased -0.14%
2.02%
$15.948M
123,997 shares@ $128.62 avg price
FIFiserv Inc
Recent Activity
Decreased -0.43%
1.92%
$15.186M
73,927 shares@ $205.42 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -1.05%
1.28%
$10.116M
79,289 shares@ $127.6 avg price
FDXFedex Corp
Recent Activity
Decreased -0.52%
1.26%
$9.98M
35,473 shares@ $281.34 avg price