Rowlandmiller & Partners.Adv Top Holdings and 13F Report (2025) About Rowlandmiller & Partners.AdvInvestment ActivityRowlandmiller & Partners.Adv has $478.51 million in total holdings as of December 31, 2024.Rowlandmiller & Partners.Adv owns shares of 185 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 1.06% of the portfolio was purchased this quarter.About 1.64% of the portfolio was sold this quarter.This quarter, Rowlandmiller & Partners.Adv has purchased 184 new stocks and bought additional shares in 48 stocks.Rowlandmiller & Partners.Adv sold shares of 69 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $34,635,009Progressive $27,804,373Microsoft $21,633,233Automatic Data Processing $18,276,549Walmart $17,315,859 Largest New Holdings this Quarter Tesla $160,728 HoldingHumacyte $159,075 HoldingFiserv $134,344 HoldingIonQ $131,575 HoldingAmerican Electric Power $114,641 Holding Largest Purchases this Quarter SUPER MICRO COMPUTER INC COM NEW 52,217 shares (about $1.59M)Vertiv 3,993 shares (about $453.66K)Chevron 2,111 shares (about $305.76K)AT&T 8,053 shares (about $183.37K)Boeing 1,030 shares (about $182.32K) Largest Sales this Quarter Progressive 3,959 shares (about $948.62K)Eli Lilly and Company 799 shares (about $616.86K)Intel 20,472 shares (about $410.46K)Home Depot 960 shares (about $373.43K)Automatic Data Processing 1,273 shares (about $372.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRowlandmiller & Partners.Adv Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$34,635,009$6,761 ▲0.0%138,3077.2%Computer and TechnologyPGRProgressive$27,804,373$948,617 ▼-3.3%116,0405.8%FinanceMSFTMicrosoft$21,633,233$234,777 ▼-1.1%51,3244.5%Computer and TechnologyADPAutomatic Data Processing$18,276,549$372,650 ▼-2.0%62,4343.8%Business ServicesWMTWalmart$17,315,859$39,031 ▼-0.2%191,6533.6%Retail/WholesaleGOOGAlphabet$15,731,240$121,502 ▲0.8%82,6043.3%Computer and TechnologyLLYEli Lilly and Company$15,301,810$616,859 ▼-3.9%19,8203.2%MedicalKOCoca-Cola$13,395,312$157,269 ▼-1.2%215,1512.8%Consumer StaplesHDHome Depot$12,344,309$373,433 ▼-2.9%31,7342.6%Retail/WholesaleMCDMcDonald's$11,492,424$85,228 ▼-0.7%39,6442.4%Retail/WholesaleCBChubb$10,299,358$49,181 ▲0.5%37,2762.2%FinanceQCOMQUALCOMM$10,279,562$80,805 ▼-0.8%66,9152.1%Computer and TechnologyJNJJohnson & Johnson$10,151,582$14,896 ▼-0.1%70,1942.1%MedicalXOMExxon Mobil$9,039,225$71,319 ▼-0.8%84,0311.9%EnergyTFCTruist Financial$8,606,781$97,735 ▼-1.1%198,4041.8%FinanceABBVAbbVie$8,397,924$6,219 ▲0.1%47,2591.8%MedicalCMICummins$8,375,181$21,962 ▼-0.3%24,0251.8%Auto/Tires/TrucksCFRCullen/Frost Bankers$7,060,073$5,101 ▼-0.1%52,5891.5%FinanceCVXChevron$7,000,729$305,759 ▲4.6%48,3341.5%EnergyVZVerizon Communications$6,702,763$34,151 ▼-0.5%167,6111.4%Computer and TechnologyGPCGenuine Parts$6,505,460$18,915 ▲0.3%55,7161.4%Retail/WholesaleZBRAZebra Technologies$6,488,109$40,553 ▲0.6%16,7991.4%IndustrialsCPRTCopart$6,386,875$321,040 ▼-4.8%111,2891.3%Business ServicesJPMJPMorgan Chase & Co.$5,933,036$39,074 ▼-0.7%24,7501.2%FinanceNVDANVIDIA$5,570,349$26,858 ▼-0.5%41,4801.2%Computer and TechnologyUPSUnited Parcel Service$5,243,422$13,241 ▼-0.3%41,5811.1%TransportationCOSTCostco Wholesale$4,688,810$258,402 ▼-5.2%5,1171.0%Retail/WholesaleTROWT. Rowe Price Group$4,661,752$255,361 ▼-5.2%41,2211.0%FinanceSYYSysco$4,633,687$5,429 ▼-0.1%60,6021.0%Consumer StaplesAMGNAmgen$4,573,730$147,784 ▼-3.1%17,5481.0%MedicalPAYXPaychex$4,289,049$10,657 ▼-0.2%30,5880.9%Business ServicesCTASCintas$4,258,593$206,636 ▼-4.6%23,3090.9%Business ServicesINTCIntel$4,232,821$410,464 ▼-8.8%211,1130.9%Computer and TechnologyMRKMerck & Co., Inc.$4,232,710$99,481 ▼-2.3%42,5480.9%MedicalCOPConocoPhillips$4,124,357$41,255 ▲1.0%41,5880.9%EnergyWYWeyerhaeuser$4,055,294$78,398 ▼-1.9%144,0600.8%ConstructionWERNWerner Enterprises$3,906,195$18,966 ▼-0.5%108,7470.8%TransportationEMREmerson Electric$3,223,845$131,864 ▼-3.9%26,0130.7%IndustrialsPKGPackaging Co. of America$3,211,170$29,944 ▼-0.9%14,2630.7%IndustrialsGILDGilead Sciences$3,138,339$3,880 ▲0.1%33,9750.7%MedicalSONSonoco Products$3,057,934$20,077 ▼-0.7%62,5980.6%IndustrialsWMWaste Management$3,044,7080.0%15,0880.6%Business ServicesAFLAflac$3,030,509$214,743 ▼-6.6%29,2970.6%FinanceCSXCSX$2,997,919$742 ▲0.0%92,9010.6%TransportationTECHBio-Techne$2,916,494$41,777 ▼-1.4%40,4900.6%MedicalKMBKimberly-Clark$2,827,581$3,931 ▼-0.1%21,5780.6%Consumer StaplesVRTVertiv$2,824,896$453,660 ▲19.1%24,8640.6%Computer and TechnologyDUKDuke Energy$2,824,560$10,666 ▼-0.4%26,2160.6%UtilitiesIDCCInterDigital$2,452,002$83,303 ▼-3.3%12,6570.5%Computer and TechnologyTXNTexas Instruments$2,284,9960.0%12,1860.5%Computer and TechnologyPFEPfizer$2,197,848$33,587 ▼-1.5%82,8430.5%MedicalPDCOPatterson Companies$2,136,406$236,854 ▼-10.0%69,2280.4%MedicalLULULululemon Athletica$2,112,432$26,769 ▼-1.3%5,5240.4%Consumer DiscretionaryENVAEnova International$2,087,499$81,498 ▼-3.8%21,7720.4%FinanceSWKSSkyworks Solutions$2,084,246$68,284 ▼-3.2%23,5030.4%Computer and TechnologyAMZNAmazon.com$2,041,862$32,908 ▲1.6%9,3070.4%Retail/WholesaleDISWalt Disney$2,033,232$124,718 ▼-5.8%18,2590.4%Consumer DiscretionaryPSAPublic Storage$2,006,805$33,542 ▼-1.6%6,7010.4%FinanceMMSMaximus$1,893,609$148,780 ▼-7.3%25,3660.4%Business ServicesSNASnap-on$1,884,454$339 ▲0.0%5,5510.4%Consumer DiscretionaryBABoeing$1,836,495$182,322 ▲11.0%10,3750.4%AerospaceSUPER MICRO COMPUTER INC COM NEW$1,716,024$1,591,574 ▲1,278.9%56,3000.4%COMDFSDiscover Financial Services$1,667,511$34,646 ▼-2.0%9,6260.3%FinanceTGTTarget$1,637,840$38,797 ▲2.4%12,1160.3%Retail/WholesalePGProcter & Gamble$1,575,130$100,258 ▼-6.0%9,3950.3%Consumer StaplesTFXTeleflex$1,517,8130.0%8,5280.3%MedicalNEENextEra Energy$1,478,946$1,649 ▲0.1%20,6290.3%UtilitiesMETAMeta Platforms$1,453,397$97,791 ▼-6.3%2,4820.3%Computer and TechnologyEXPDExpeditors International of Washington$1,431,259$13,846 ▼-1.0%12,9210.3%TransportationPSXPhillips 66$1,369,559$177,732 ▲14.9%12,0210.3%EnergySBUXStarbucks$1,338,546$9,125 ▼-0.7%14,6690.3%Retail/WholesalePNRPentair$1,300,2680.0%12,9200.3%Business ServicesISRGIntuitive Surgical$1,244,352$55,328 ▲4.7%2,3840.3%MedicalBRK.BBerkshire Hathaway$1,215,696$18,131 ▲1.5%2,6820.3%FinanceROSTRoss Stores$1,158,1230.0%7,6560.2%Retail/WholesaleDVNDevon Energy$1,151,8010.0%35,1910.2%EnergyRNRRenaissanceRe$1,143,5170.0%4,5950.2%FinanceITWIllinois Tool Works$1,110,937$3,043 ▼-0.3%4,3810.2%IndustrialsGNTXGentex$1,037,523$12,814 ▼-1.2%36,1120.2%Auto/Tires/TrucksMDTMedtronic$1,034,126$25,562 ▲2.5%12,9460.2%MedicalWECWEC Energy Group$1,033,5930.0%10,9910.2%UtilitiesSOSouthern$1,027,711$5,022 ▼-0.5%12,4840.2%UtilitiesBF.BBrown-Forman$989,151$55,831 ▲6.0%26,0440.2%Consumer StaplesDLRDigital Realty Trust$980,526$8,867 ▼-0.9%5,5290.2%FinanceHONHoneywell International$942,972$1,130 ▲0.1%4,1740.2%Multi-Sector ConglomeratesVTIVanguard Total Stock Market ETF$932,050$37,386 ▲4.2%3,2160.2%ETFWUWestern Union$879,255$84,122 ▼-8.7%82,9480.2%Business ServicesGEGeneral Electric$778,8320.0%4,6690.2%TransportationNFLXNetflix$713,9470.0%8010.1%Consumer DiscretionaryORCLOracle$694,055$76,654 ▲12.4%4,1650.1%Computer and TechnologyCHDChurch & Dwight$677,2640.0%6,4680.1%Consumer StaplesVUGVanguard Growth ETF$605,5580.0%1,4750.1%ETFFIDELITY SMALL CAP GROWTH$603,355$636 ▲0.1%18,0260.1%COMCMGChipotle Mexican Grill$551,7450.0%9,1500.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$528,189$5,862 ▲1.1%9010.1%FinanceIBMInternational Business Machines$526,0530.0%2,3930.1%Computer and TechnologyVANGUARD TOTAL STOCK MKT IDX ADM$523,7180.0%3,7130.1%COMFASTFastenal$519,693$19,775 ▼-3.7%7,2270.1%Retail/WholesaleHRLHormel Foods$512,9930.0%16,3530.1%Consumer StaplesWTRGEssential Utilities$503,831$10,896 ▼-2.1%13,8720.1%UtilitiesShowing largest 100 holdings. 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