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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AAPLApple Inc
| 3.43% | $27.137M 108,364 shares@ $250.43 avg price | Decreased -1.24% |
AVGOBroadcom Inc
| 3.01% | $23.834M 102,805 shares@ $231.84 avg price | Decreased -0.78% |
VOOVanguard Index Fds
| 2.96% | $23.454M 43,529 shares@ $538.82 avg price | Increased 0.7% |
ABBVAbbvie Inc
| 2.95% | $23.311M 131,181 shares@ $177.71 avg price | Decreased -0.71% |
CACICaci Intl Inc
| 2.41% | $19.069M 47,194 shares@ $404.07 avg price | Decreased -0.98% |
SPYSpdr S&p 500 Etf Tr
| 2.34% | $18.469M 31,513 shares@ $586.09 avg price | Decreased -0.08% |
VIGVanguard Specialized Funds
| 2.3% | $18.225M 93,067 shares@ $195.83 avg price | Increased 1.58% |
MSFTMicrosoft Corp
| 2.24% | $17.7M 41,994 shares@ $421.5 avg price | Decreased -0.43% |
ITOTIshares Tr
| 2.02% | $15.948M 123,997 shares@ $128.62 avg price | Decreased -0.14% |
FIFiserv Inc
| 1.92% | $15.186M 73,927 shares@ $205.42 avg price | Decreased -0.43% |