The Analysis of ROWLANDMILLER & PARTNERS.ADV's Holdings


Currently, ROWLANDMILLER & PARTNERS.ADV holds 187 types of securities in its portfolio with a total value $509.1M. In the most recent quarter, they have increased their positions in VZ (+19.5K shares, valued at $856.1K), ISRG (+1.8K shares, valued at $813.5K), UNH (+2.2K shares, valued at $763.1K); decreased their positions in MSFT (-2.9K shares, valued at $1.5M), PGR (-6.1K shares, valued at $1.5M), LLY (-1.7K shares, valued at $1.3M); initiated new positions in TMUS (+1.9K shares, valued at $453.6K), AMD (+1.2K shares, valued at $199.0K), N/A (+2.2K shares, valued at $140.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC COM135.0K shares-0.99%2025-09-302025-10-01history
PGR PROGRESSIVE CORP COM106.4K shares-5.38%2025-09-302025-10-01history
MSFT MICROSOFT CORP COM48.0K shares-5.71%2025-09-302025-10-01history
GOOG ALPHABET INC CAP STK CL C88.2K shares-0.22%2025-09-302025-10-01history
WMT WALMART INC COM180.3K shares-3.49%2025-09-302025-10-01history
ADP AUTOMATIC DATA PROCESSING INC COM59.4K shares-2.22%2025-09-302025-10-01history
KO COCA COLA CO COM209.8K shares-0.41%2025-09-302025-10-01history
LLY ELI LILLY & CO COM17.4K shares-8.78%2025-09-302025-10-01history
Sponsored
HD HOME DEPOT INC COM31.1K shares-1.13%2025-09-302025-10-01history
JNJ JOHNSON & JOHNSON COM66.3K shares-4.45%2025-09-302025-10-01history
MCD MCDONALDS CORP COM38.4K shares-0.67%2025-09-302025-10-01history
QCOM QUALCOMM INC COM68.4K shares0.02%2025-09-302025-10-01history
ABBV ABBVIE INC COM44.9K shares-1.40%2025-09-302025-10-01history
CB CHUBB LIMITED COM35.2K shares-1.44%2025-09-302025-10-01history
CMI CUMMINS INC COM23.1K shares-1.76%2025-09-302025-10-01history
XOM EXXON MOBIL CORP COM83.1K shares-0.92%2025-09-302025-10-01history
Sponsored
VZ VERIZON COMMUNICATIONS INC COM212.6K shares10.09%2025-09-302025-10-01history
TFC TRUIST FINL CORP COM190.5K shares-1.07%2025-09-302025-10-01history
CVX CHEVRON52.5K shares5.32%2025-09-302025-10-01history
JPM JPMORGAN CHASE & CO. COM25.4K shares1.21%2025-09-302025-10-01history
NVDA NVIDIA CORPORATION COM42.9K shares0.73%2025-09-302025-10-01history
GPC GENUINE PARTS CO COM53.5K shares-1.63%2025-09-302025-10-01history
CFR CULLEN FROST BANKERS INC COM53.7K shares1.86%2025-09-302025-10-01history
INTC INTEL CORP COM180.8K shares-7.39%2025-09-302025-10-01history
Sponsored
COST COSTCO WHSL CORP NEW COM5.8K shares15.59%2025-09-302025-10-01history
VRT VERTIV HOLDINGS CO COM CL A35.3K shares-1.56%2025-09-302025-10-01history
SYY SYSCO CORP COM59.1K shares-1.47%2025-09-302025-10-01history
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A15.6K shares-3.46%2025-09-302025-10-01history
CPRT COPART INC COM101.5K shares-6.73%2025-09-302025-10-01history
SMCI SUPER MICRO COMPUTER INC COM NEW95.1K shares4.29%2025-09-302025-10-01history
AMGN AMGEN INC COM15.8K shares-9.61%2025-09-302025-10-01history
CTAS CINTAS CORP COM21.4K shares-6.65%2025-09-302025-10-01history
Sponsored
IDCC INTERDIGITAL INC COM12.1K shares-0.10%2025-09-302025-10-01history
UPS UNITED PARCEL SERVICE INC CL B46.7K shares-1.36%2025-09-302025-10-01history
PAYX PAYCHEX INC COM29.8K shares-1.48%2025-09-302025-10-01history
COP CONOCOPHILLIPS COM39.9K shares-3.14%2025-09-302025-10-01history
TROW PRICE T ROWE GROUP INC COM36.1K shares-7.47%2025-09-302025-10-01history
GILD GILEAD SCIENCES INC COM32.9K shares-2.87%2025-09-302025-10-01history
WY WEYERHAEUSER CO MTN BE COM NEW147.1K shares5.29%2025-09-302025-10-01history
EMR EMERSON ELEC CO COM26.4K shares3.34%2025-09-302025-10-01history
Sponsored
MRK MERCK & CO INC COM40.3K shares-1.38%2025-09-302025-10-01history
WM WASTE MGMT INC DEL COM14.8K shares0.00%2025-09-302025-10-01history
DUK DUKE ENERGY CORP NEW COM NEW26.2K shares-1.44%2025-09-302025-10-01history
CSX CSX CORP COM87.5K shares-1.23%2025-09-302025-10-01history
PKG PACKAGING CORP AMER COM14.3K shares0.09%2025-09-302025-10-01history
SWKS SKYWORKS SOLUTIONS INC COM40.1K shares24.02%2025-09-302025-10-01history
AFL AFLAC INC COM27.0K shares-1.50%2025-09-302025-10-01history
AMZN AMAZON COM INC COM12.9K shares21.45%2025-09-302025-10-01history
Sponsored
SON SONOCO PRODS CO COM64.7K shares-0.11%2025-09-302025-10-01history
KMB KIMBERLY-CLARK CORP COM20.0K shares-6.49%2025-09-302025-10-01history
WERN WERNER ENTERPRISES INC COM91.9K shares-11.62%2025-09-302025-10-01history
TXN TEXAS INSTRS INC COM12.9K shares0.16%2025-09-302025-10-01history
NEE NEXTERA ENERGY INC COM30.4K shares21.58%2025-09-302025-10-01history
ENVA ENOVA INTL INC COM19.6K shares-10.84%2025-09-302025-10-01history
MDT MEDTRONIC PLC SHS22.6K shares32.19%2025-09-302025-10-01history
BA BOEING CO COM10.0K shares-3.58%2025-09-302025-10-01history
Sponsored
PFE PFIZER INC COM82.1K shares2.37%2025-09-302025-10-01history
TECH BIO-TECHNE CORP COM37.4K shares-7.66%2025-09-302025-10-01history
ISRG INTUITIVE SURGICAL INC COM NEW4.6K shares65.67%2025-09-302025-10-01history
META META PLATFORMS INC CL A2.8K shares-13.74%2025-09-302025-10-01history
PSA PUBLIC STORAGE OPER CO COM6.7K shares1.95%2025-09-302025-10-01history
SNA SNAP ON INC COM5.4K shares0.07%2025-09-302025-10-01history
BLK BLACKROCK INC COM1.6K shares24.33%2025-09-302025-10-01history
DIS DISNEY WALT CO COM15.5K shares-13.08%2025-09-302025-10-01history
Sponsored
COF CAPITAL ONE FINL CORP COM8.3K shares-1.56%2025-09-302025-10-01history
PSX PHILLIPS 66 COM12.8K shares0.55%2025-09-302025-10-01history
ORCL ORACLE CORP COM5.9K shares-4.56%2025-09-302025-10-01history
UNH UNITEDHEALTH GROUP INC COM4.6K shares93.53%2025-09-302025-10-01history
EXPD EXPEDITORS INTL WASH INC COM12.6K shares-0.79%2025-09-302025-10-01history
PG PROCTER AND GAMBLE CO COM9.4K shares0.02%2025-09-302025-10-01history
DLR DIGITAL RLTY TR INC COM8.3K shares10.57%2025-09-302025-10-01history
GE GE AEROSPACE COM NEW4.7K shares0.04%2025-09-302025-10-01history
Sponsored
PNR PENTAIR PLC SHS12.7K shares-2.06%2025-09-302025-10-01history
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW2.7K shares0.00%2025-09-302025-10-01history
SBUX STARBUCKS CORP COM14.9K shares-0.93%2025-09-302025-10-01history
DVN DEVON ENERGY CORP NEW COM34.8K shares0.00%2025-09-302025-10-01history
WEC WEC ENERGY GROUP INC COM10.5K shares-0.44%2025-09-302025-10-01history
SO SOUTHERN CO COM12.7K shares1.43%2025-09-302025-10-01history
ITW ILLINOIS TOOL WKS INC COM4.4K shares0.16%2025-09-302025-10-01history
RNR RENAISSANCERE HLDGS LTD COM4.4K shares0.00%2025-09-302025-10-01history
Sponsored
ROST ROSS STORES INC COM7.4K shares-1.86%2025-09-302025-10-01history
VTI VANGUARD TOTAL STOCK MARKET ETF3.3K shares2.67%2025-09-302025-10-01history
GNTX GENTEX CORP COM35.8K shares-1.51%2025-09-302025-10-01history
BF.B BROWN FORMAN CORP CL B35.7K shares12.66%2025-09-302025-10-01history
NFLX NETFLIX INC COM785 shares-0.13%2025-09-302025-10-01history
TFX TELEFLEX INCORPORATED COM7.2K shares-3.76%2025-09-302025-10-01history
HON HONEYWELL INTL INC COM4.1K shares-1.34%2025-09-302025-10-01history
ULTA ULTA BEAUTY INC COM1.6K shares9.20%2025-09-302025-10-01history
Sponsored
LULU LULULEMON ATHLETICA INC COM4.8K shares-7.01%2025-09-302025-10-01history
IBM INTERNATIONAL BUSINESS MACHS COM2.8K shares-5.13%2025-09-302025-10-01history
FAST FASTENAL CO COM14.7K shares1.73%2025-09-302025-10-01history
GEV GE VERNOVA INC COM1.2K shares0.00%2025-09-302025-10-01history
VUG VANGUARD GROWTH ETF1.5K shares0.00%2025-09-302025-10-01history
VANGUARD TOTAL STOCK MKT IDX ADM VANGUARD TOTAL STOCK MKT IDX ADM4.4K shares0.05%2025-09-302025-10-01history
TGT TARGET CORP COM7.7K shares-7.19%2025-09-302025-10-01history
SPY SPDR S&P 500 ETF TRUST985 shares0.10%2025-09-302025-10-01history
Sponsored
MLI MUELLER INDS INC COM6.0K shares7.73%2025-09-302025-10-01history
BMO BANK MONTREAL QUE COM4.5K shares0.00%2025-09-302025-10-01history
WU WESTERN UN CO COM72.0K shares-10.77%2025-09-302025-10-01history
CHD CHURCH & DWIGHT CO INC COM6.5K shares0.00%2025-09-302025-10-01history
D DOMINION ENERGY INC COM9.2K shares4.86%2025-09-302025-10-01history
AYI ACUITY INC COM1.6K shares0.00%2025-09-302025-10-01history
GOOGL ALPHABET INC CAP STK CL A2.2K shares0.00%2025-09-302025-10-01history
ZTS ZOETIS INC CL A3.5K shares4.96%2025-09-302025-10-01history
Sponsored
MAS MASCO CORP COM6.9K shares0.10%2025-09-302025-10-01history
RTX RTX CORPORATION COM2.8K shares36.55%2025-09-302025-10-01history
EG EVEREST GROUP LTD COM1.3K shares0.00%2025-09-302025-10-01history
HODGES SMALL CAP GROWTH RETAIL HODGES SMALL CAP GROWTH RETAIL21.1K shares0.00%2025-09-302025-10-01history
SCHWAB TARGET 2050 INDEX SCHWAB TARGET 2050 INDEX21.0K shares0.00%2025-09-302025-10-01history
TMUS T-MOBILE US INC COM1.9K sharesnew addition2025-09-302025-10-01history
SHW SHERWIN WILLIAMS CO COM1.3K shares0.00%2025-09-302025-10-01history
SJM SMUCKER J M CO COM NEW4.0K shares-14.72%2025-09-302025-10-01history
Sponsored
MPC MARATHON PETE CORP COM2.2K shares0.00%2025-09-302025-10-01history
APD AIR PRODS & CHEMS INC COM1.5K shares0.00%2025-09-302025-10-01history
HRL HORMEL FOODS CORP COM16.2K shares-0.41%2025-09-302025-10-01history
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF6.7K shares0.00%2025-09-302025-10-01history
CMG CHIPOTLE MEXICAN GRILL INC COM10.0K shares8.08%2025-09-302025-10-01history
EOG EOG RES INC COM3.5K shares198.71%2025-09-302025-10-01history
T AT&T INC COM13.8K shares0.00%2025-09-302025-10-01history
ED CONSOLIDATED EDISON INC COM3.8K shares-30.38%2025-09-302025-10-01history
Sponsored
IEFA ISHARES CORE MSCI EAFE ETF4.4K shares0.00%2025-09-302025-10-01history
CMPO COMPOSECURE INC COM CL A18.0K shares0.00%2025-09-302025-10-01history
FICO FAIR ISAAC CORP COM250 shares0.00%2025-09-302025-10-01history
FIDELITY INTERNATIONAL INDEX FIDELITY INTERNATIONAL INDEX6.2K shares0.00%2025-09-302025-10-01history
MKC MCCORMICK & CO INC COM NON VTG5.5K shares-3.91%2025-09-302025-10-01history
USMV ISHARES MSCI USA MIN VOL FACTOR ETF3.6K shares0.00%2025-09-302025-10-01history
CF CF INDS HLDGS INC COM3.8K shares15.19%2025-09-302025-10-01history
VTV VANGUARD VALUE ETF1.8K shares0.00%2025-09-302025-10-01history
Sponsored
WTRG ESSENTIAL UTILS INC COM8.3K shares-38.72%2025-09-302025-10-01history
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF4.6K shares0.00%2025-09-302025-10-01history
NUE NUCOR CORP COM2.2K shares0.00%2025-09-302025-10-01history
CL COLGATE PALMOLIVE CO COM3.6K shares0.00%2025-09-302025-10-01history
FFIV F5 INC COM880 shares-1.12%2025-09-302025-10-01history
ABT ABBOTT LABS COM2.1K shares0.00%2025-09-302025-10-01history
PEP PEPSICO INC COM2.0K shares0.00%2025-09-302025-10-01history
MET-PA METLIFE INC PFD A FLT RATE10.8K shares0.00%2025-09-302025-10-01history
Sponsored
AVGO BROADCOM INC COM785 shares14.60%2025-09-302025-10-01history
SCHWAB S&P 500 INDEX SCHWAB S&P 500 INDEX14.4K shares496.51%2025-09-302025-10-01history
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF5.5K shares0.00%2025-09-302025-10-01history
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF3.4K shares0.00%2025-09-302025-10-01history
TSLA TESLA INC COM540 shares0.00%2025-09-302025-10-01history
GLW CORNING INC COM2.9K shares-31.25%2025-09-302025-10-01history
V VISA INC COM CL A664 shares0.00%2025-09-302025-10-01history
MPLX MPLX LP COM UNIT REP LTD4.5K shares84.63%2025-09-302025-10-01history
Sponsored
BNL BROADSTONE NET LEASE INC COM11.9K shares0.00%2025-09-302025-10-01history
CAT CATERPILLAR INC COM431 shares0.00%2025-09-302025-10-01history
CSCO CISCO SYS INC COM3.0K shares-4.00%2025-09-302025-10-01history
NSC NORFOLK SOUTHN CORP COM676 shares0.00%2025-09-302025-10-01history
AMD ADVANCED MICRO DEVICES INC COM1.2K sharesnew addition2025-09-302025-10-01history
MO ALTRIA GROUP INC COM2.9K shares0.00%2025-09-302025-10-01history
RPM RPM INTL INC COM1.6K shares0.43%2025-09-302025-10-01history
FDS FACTSET RESH SYS INC COM670 shares0.00%2025-09-302025-10-01history
Sponsored
LMT LOCKHEED MARTIN CORP COM382 shares0.00%2025-09-302025-10-01history
BK BANK NEW YORK MELLON CORP COM1.7K shares0.00%2025-09-302025-10-01history
CBSH COMMERCE BANCSHARES INC COM3.0K shares0.00%2025-09-302025-10-01history
VEA VANGUARD FTSE DEVELOPED MARKETS ETF3.0K shares0.00%2025-09-302025-10-01history
QQQ INVESCO QQQ TRUST SERIES I288 shares3.60%2025-09-302025-10-01history
IONQ IONQ INC COM2.7K shares0.23%2025-09-302025-10-01history
BIO BIO RAD LABS INC CL A565 shares-14.39%2025-09-302025-10-01history
MFC MANULIFE FINL CORP COM5.1K shares0.00%2025-09-302025-10-01history
Sponsored
WHR WHIRLPOOL CORP COM2.0K shares-9.07%2025-09-302025-10-01history
MA MASTERCARD INCORPORATED CL A270 shares0.00%2025-09-302025-10-01history
JBL JABIL INC COM700 shares0.00%2025-09-302025-10-01history
MU MICRON TECHNOLOGY INC COM905 shares3.43%2025-09-302025-10-01history
VANGUARD 500 INDEX ADMIRAL VANGUARD 500 INDEX ADMIRAL244 shares0.41%2025-09-302025-10-01history
DGRO ISHARES CORE DIVIDEND GROWTH ETF2.2K shares0.00%2025-09-302025-10-01history
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF3.9K shares0.00%2025-09-302025-10-01history
VOO VANGUARD S&P 500 ETF238 shares0.00%2025-09-302025-10-01history
Sponsored
AMCR AMCOR PLC ORD17.3K shares0.00%2025-09-302025-10-01history
TECHTRONIC INDS LTD SPONSORED ADR TECHTRONIC INDS LTD SPONSORED ADR2.2K sharesnew addition2025-09-302025-10-01history
SCHW SCHWAB CHARLES CORP COM1.4K shares0.00%2025-09-302025-10-01history
AEP AMERICAN ELEC PWR CO INC COM1.2K shares-2.82%2025-09-302025-10-01history
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF1.3K shares3.77%2025-09-302025-10-01history
ROP ROPER TECHNOLOGIES INC COM260 shares0.00%2025-09-302025-10-01history
ENB ENBRIDGE INC COM2.6K shares0.00%2025-09-302025-10-01history
TMO THERMO FISHER SCIENTIFIC INC COM264 shares0.00%2025-09-302025-10-01history
Sponsored
NOC NORTHROP GRUMMAN CORP COM210 shares0.00%2025-09-302025-10-01history
DTE DTE ENERGY CO COM897 shares0.00%2025-09-302025-10-01history
MLM MARTIN MARIETTA MATLS INC COM200 shares0.00%2025-09-302025-10-01history
PH PARKER-HANNIFIN CORP COM165 shares0.00%2025-09-302025-10-01history
BWXT BWX TECHNOLOGIES INC COM670 sharesnew addition2025-09-302025-10-01history
RY ROYAL BK CDA COM807 shares-22.55%2025-09-302025-10-01history
CLS CELESTICA INC COM450 sharesnew addition2025-09-302025-10-01history
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF1.0K sharesnew addition2025-09-302025-10-01history
Sponsored
IWV ISHARES RUSSELL 3000 ETF285 shares0.00%2025-09-302025-10-01history
RHLD RESOLUTE HLDGS MGMT INC COM1.4K sharesnew addition2025-09-302025-10-01history
DE DEERE & CO COM219 shares0.00%2025-09-302025-10-01history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available