The Analysis of Roof Eidam Maycock Peralta, LLC's Holdings

Currently, Roof Eidam Maycock Peralta, LLC holds 127 types of securities in its portfolio with a total value $411.3M. In the most recent quarter, they have increased their positions in MINT (+14.1K shares, valued at $1.4M), ETN (+3.1K shares, valued at $1.2M), CMF (+17.9K shares, valued at $1.0M); decreased their positions in JPST (-370.7K shares, valued at $18.8M), DGRW (-9.7K shares, valued at $863.9K), SUSA (-5.9K shares, valued at $804.7K); initiated new positions in ETN (+3.1K shares, valued at $1.2M), CMF (+17.9K shares, valued at $1.0M), AVGO (+1.5K shares, valued at $478.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS690.1K shares0.81%2025-09-302025-10-27

JQUA J P MORGAN EXCHANGE TRADED F357.5K shares-2.18%2025-09-302025-10-27

VUG VANGUARD INDEX FDS43.3K shares-0.18%2025-09-302025-10-27

JPST J P MORGAN EXCHANGE TRADED F409.0K shares-47.54%2025-09-302025-10-27

VIG VANGUARD SPECIALIZED FUNDS95.9K shares-2.40%2025-09-302025-10-27

VB VANGUARD INDEX FDS75.7K shares-3.12%2025-09-302025-10-27

JSCP J P MORGAN EXCHANGE TRADED F325.1K shares5.69%2025-09-302025-10-27

OEF ISHARES TR45.7K shares1.50%2025-09-302025-10-27

Sponsored

AAPL APPLE INC58.9K shares-0.58%2025-09-302025-10-27

IVV ISHARES TR22.1K shares1.77%2025-09-302025-10-27

VO VANGUARD INDEX FDS49.7K shares-4.80%2025-09-302025-10-27

QQQ INVESCO QQQ TR22.8K shares1.81%2025-09-302025-10-27

MINT PIMCO ETF TR123.7K shares12.89%2025-09-302025-10-27

ESGD ISHARES TR116.0K shares-0.35%2025-09-302025-10-27

MSFT MICROSOFT CORP12.7K shares-2.79%2025-09-302025-10-27

GOOG ALPHABET INC26.5K shares-3.58%2025-09-302025-10-27

Sponsored

SUSA ISHARES TR42.1K shares-12.34%2025-09-302025-10-27

JMST J P MORGAN EXCHANGE TRADED F105.4K shares1.93%2025-09-302025-10-27

DGRW WISDOMTREE TR56.0K shares-14.77%2025-09-302025-10-27

HEFA ISHARES TR117.9K shares-5.42%2025-09-302025-10-27

JPM JPMORGAN CHASE & CO.14.8K shares-1.22%2025-09-302025-10-27

VBR VANGUARD INDEX FDS21.2K shares1.14%2025-09-302025-10-27

FNDA SCHWAB STRATEGIC TR140.3K shares0.00%2025-09-302025-10-27

IEUR ISHARES TR61.4K shares3.50%2025-09-302025-10-27

Sponsored

JPIB J P MORGAN EXCHANGE TRADED F81.1K shares1.56%2025-09-302025-10-27

VTV VANGUARD INDEX FDS19.4K shares-12.91%2025-09-302025-10-27

BRK.B BERKSHIRE HATHAWAY INC DEL7.0K shares0.00%2025-09-302025-10-27

NVDA NVIDIA CORPORATION18.8K shares-10.15%2025-09-302025-10-27

V VISA INC10.0K shares-2.33%2025-09-302025-10-27

VTI VANGUARD INDEX FDS9.8K shares0.00%2025-09-302025-10-27

FNDX SCHWAB STRATEGIC TR116.2K shares7.48%2025-09-302025-10-27

ABT ABBOTT LABS21.9K shares-1.86%2025-09-302025-10-27

Sponsored

MA MASTERCARD INCORPORATED4.7K shares-0.74%2025-09-302025-10-27

IYW ISHARES TR13.4K shares0.00%2025-09-302025-10-27

VXUS VANGUARD STAR FDS34.6K shares-12.85%2025-09-302025-10-27

MCK MCKESSON CORP3.1K shares-2.53%2025-09-302025-10-27

USMV ISHARES TR21.3K shares-4.96%2025-09-302025-10-27

GS GOLDMAN SACHS GROUP INC2.4K shares10.41%2025-09-302025-10-27

AMZN AMAZON COM INC8.6K shares-2.51%2025-09-302025-10-27

VOE VANGUARD INDEX FDS10.7K shares9.74%2025-09-302025-10-27

Sponsored

ORCL ORACLE CORP6.0K shares37.78%2025-09-302025-10-27

KR KROGER CO23.8K shares-0.56%2025-09-302025-10-27

EFAV ISHARES TR17.3K shares0.00%2025-09-302025-10-27

SPY SPDR S&P 500 ETF TR2.1K shares4.75%2025-09-302025-10-27

ESG FLEXSHARES TR9.0K shares-2.18%2025-09-302025-10-27

SPMO INVESCO EXCH TRADED FD TR II11.0K shares87.69%2025-09-302025-10-27

JCPB J P MORGAN EXCHANGE TRADED F26.9K shares6.32%2025-09-302025-10-27

ITW ILLINOIS TOOL WKS INC4.8K shares-5.24%2025-09-302025-10-27

Sponsored

VWO VANGUARD INTL EQUITY INDEX F22.9K shares0.02%2025-09-302025-10-27

VNQ VANGUARD INDEX FDS13.6K shares5.62%2025-09-302025-10-27

VIGI VANGUARD WHITEHALL FDS13.8K shares0.13%2025-09-302025-10-27

CVX CHEVRON CORP NEW7.8K shares0.00%2025-09-302025-10-27

SMH VANECK ETF TRUST3.7K shares0.00%2025-09-302025-10-27

ETN EATON CORP PLC3.1K sharesnew addition2025-09-302025-10-27

JNJ JOHNSON & JOHNSON6.1K shares-3.20%2025-09-302025-10-27

GE GE AEROSPACE3.5K shares7.68%2025-09-302025-10-27

Sponsored

META META PLATFORMS INC1.4K shares0.07%2025-09-302025-10-27

CMF ISHARES TR17.9K sharesnew addition2025-09-302025-10-27

VYMI VANGUARD WHITEHALL FDS11.3K shares2.95%2025-09-302025-10-27

XOM EXXON MOBIL CORP8.4K shares-9.86%2025-09-302025-10-27

IBM INTERNATIONAL BUSINESS MACHS3.3K shares0.00%2025-09-302025-10-27

FTNT FORTINET INC10.9K shares-8.20%2025-09-302025-10-27

NFLX NETFLIX INC736 shares30.27%2025-09-302025-10-27

EFA ISHARES TR9.3K shares13.87%2025-09-302025-10-27

Sponsored

IBMR ISHARES TR33.1K shares0.00%2025-09-302025-10-27

IBMP ISHARES TR32.2K shares0.16%2025-09-302025-10-27

LLY ELI LILLY & CO1.1K shares0.00%2025-09-302025-10-27

IBMQ ISHARES TR31.8K shares0.14%2025-09-302025-10-27

EEM ISHARES TR15.0K shares0.00%2025-09-302025-10-27

IGRO ISHARES TR10.0K shares-29.58%2025-09-302025-10-27

AIQ GLOBAL X FDS16.1K shares199.55%2025-09-302025-10-27

XLK SELECT SECTOR SPDR TR2.8K shares187.50%2025-09-302025-10-27

Sponsored

QCOM QUALCOMM INC4.6K shares0.00%2025-09-302025-10-27

IBMO ISHARES TR29.8K shares0.16%2025-09-302025-10-27

PEP PEPSICO INC5.3K shares0.00%2025-09-302025-10-27

VOT VANGUARD INDEX FDS2.5K shares0.00%2025-09-302025-10-27

VTEB VANGUARD MUN BD FDS14.5K shares-24.95%2025-09-302025-10-27

PYLD PIMCO ETF TR24.8K shares20.90%2025-09-302025-10-27

PFE PFIZER INC25.2K shares0.00%2025-09-302025-10-27

COP CONOCOPHILLIPS6.7K shares0.00%2025-09-302025-10-27

Sponsored

WPC WP CAREY INC8.7K shares-4.11%2025-09-302025-10-27

IBMN ISHARES TR21.9K shares0.00%2025-09-302025-10-27

GEV GE VERNOVA INC873 shares7.51%2025-09-302025-10-27

PSX PHILLIPS 663.8K shares0.00%2025-09-302025-10-27

NSC NORFOLK SOUTHN CORP1.7K shares0.00%2025-09-302025-10-27

ALV AUTOLIV INC4.1K shares0.00%2025-09-302025-10-27

BX BLACKSTONE INC2.9K shares0.00%2025-09-302025-10-27

ALL ALLSTATE CORP2.3K shares0.00%2025-09-302025-10-27

Sponsored

CSX CSX CORP13.9K shares0.00%2025-09-302025-10-27

AVGO BROADCOM INC1.5K sharesnew addition2025-09-302025-10-27

MDY SPDR S&P MIDCAP 400 ETF TR798 shares0.00%2025-09-302025-10-27

PHG KONINKLIJKE PHILIPS N V17.2K shares-0.01%2025-09-302025-10-27

IBMS ISHARES TR17.9K shares78.50%2025-09-302025-10-27

ILCG ISHARES TR4.3K shares0.00%2025-09-302025-10-27

SCHX SCHWAB STRATEGIC TR16.5K shares0.00%2025-09-302025-10-27

ESML ISHARES TR9.3K shares0.00%2025-09-302025-10-27

Sponsored

TSLA TESLA INC945 shares0.00%2025-09-302025-10-27

VZ VERIZON COMMUNICATIONS INC8.8K shares-0.97%2025-09-302025-10-27

CAMT CAMTEK LTD3.6K shares0.00%2025-09-302025-10-27

LMT LOCKHEED MARTIN CORP742 shares0.00%2025-09-302025-10-27

T AT&T INC12.2K shares0.00%2025-09-302025-10-27

GOOGL ALPHABET INC1.4K shares3.68%2025-09-302025-10-27

GOVT ISHARES TR14.4K shares0.00%2025-09-302025-10-27

VOO VANGUARD INDEX FDS540 shares0.00%2025-09-302025-10-27

Sponsored

IXUS ISHARES TR4.0K shares-0.03%2025-09-302025-10-27

CSCO CISCO SYS INC4.6K shares0.00%2025-09-302025-10-27

EEMV ISHARES INC4.8K shares0.00%2025-09-302025-10-27

HD HOME DEPOT INC752 shares0.00%2025-09-302025-10-27

IYH ISHARES TR5.0K shares0.00%2025-09-302025-10-27

AMT AMERICAN TOWER CORP NEW1.4K shares0.00%2025-09-302025-10-27

SLB SCHLUMBERGER LTD8.0K shares0.00%2025-09-302025-10-27

CI THE CIGNA GROUP933 shares0.00%2025-09-302025-10-27

Sponsored

IWO ISHARES TR829 shares-29.69%2025-09-302025-10-27

DSI ISHARES TR2.0K shares0.00%2025-09-302025-10-27

WMT WALMART INC2.5K shares0.00%2025-09-302025-10-27

BMY BRISTOL-MYERS SQUIBB CO5.7K shares0.00%2025-09-302025-10-27

HRB BLOCK H & R INC5.0K shares0.00%2025-09-302025-10-27

DTE DTE ENERGY CO1.8K shares0.00%2025-09-302025-10-27

MS MORGAN STANLEY1.6K shares0.00%2025-09-302025-10-27

VIS VANGUARD WORLD FD780 shares0.00%2025-09-302025-10-27

Sponsored

IWN ISHARES TR1.3K shares0.00%2025-09-302025-10-27

MCD MCDONALDS CORP736 shares0.00%2025-09-302025-10-27

TCBK TRICO BANCSHARES5.0K sharesnew addition2025-09-302025-10-27

BIP BROOKFIELD INFRAST PARTNERS6.8K shares0.00%2025-09-302025-10-27

RGTI RIGETTI COMPUTING INC7.0K sharesnew addition2025-09-302025-10-27

TRGP TARGA RES CORP1.2K shares0.00%2025-09-302025-10-27

AMAT APPLIED MATLS INC1.0K sharesnew addition2025-09-302025-10-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available