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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
VTIVanguard Index Fds
Recent Activity
Decreased -1.29%
0.91%
$7.166M
24,726 shares@ $289.82 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -0.48%
0.89%
$7.049M
55,900 shares@ $126.1 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.4%
0.88%
$6.933M
28,921 shares@ $239.71 avg price
AITApplied Indl Technologies In
Recent Activity
Decreased -1.37%
0.82%
$6.463M
26,987 shares@ $239.48 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.78%
0.82%
$6.461M
34,130 shares@ $189.3 avg price
CATCaterpillar Inc
Recent Activity
Decreased -4.02%
0.79%
$6.248M
17,224 shares@ $362.77 avg price
WSMWilliams Sonoma Inc
Recent Activity
Decreased -3.3%
0.76%
$5.955M
32,160 shares@ $185.19 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -0.27%
0.73%
$5.726M
25,347 shares@ $225.9 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -2.99%
0.73%
$5.707M
37,150 shares@ $153.63 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -2.07%
0.71%
$5.556M
65,100 shares@ $85.35 avg price