Rowlandmiller & Partners.Adv Top Holdings and 13F Report (2025) About Rowlandmiller & Partners.AdvInvestment ActivityRowlandmiller & Partners.Adv has $475.17 million in total holdings as of March 31, 2025.Rowlandmiller & Partners.Adv owns shares of 185 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 1.70% of the portfolio was purchased this quarter.About 2.23% of the portfolio was sold this quarter.This quarter, Rowlandmiller & Partners.Adv has purchased 185 new stocks and bought additional shares in 53 stocks.Rowlandmiller & Partners.Adv sold shares of 73 stocks and completely divested from 9 stocks this quarter.Largest Holdings Progressive $31,943,684Apple $30,269,241Microsoft $19,096,661Automatic Data Processing $18,799,297Walmart $16,594,954 Largest New Holdings this Quarter 09290D101 - BLACKROCK INC COM $810,186 Holding46090E103 - Invesco QQQ $128,015 Holding922908710 - VANGUARD 500 INDEX ADMIRAL $125,862 Holding55336V100 - Mplx $116,673 Holding808513105 - Charles Schwab $112,331 Holding Largest Purchases this Quarter SUPER MICRO COMPUTER INC COM NEW 29,225 shares (about $1.00M)BLACKROCK INC COM 856 shares (about $810.19K)Vertiv 10,694 shares (about $772.13K)Skyworks Solutions 6,975 shares (about $450.79K)Alphabet 2,746 shares (about $429.01K) Largest Sales this Quarter Progressive 3,169 shares (about $896.86K)Eli Lilly and Company 684 shares (about $564.93K)Apple 2,039 shares (about $452.92K)Chubb 1,480 shares (about $446.95K)AbbVie 1,695 shares (about $355.14K) 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 PortfolioSectorPGRProgressive$31,943,684$896,860 ▼-2.7%112,8716.7%FinanceAAPLApple$30,269,241$452,924 ▼-1.5%136,2686.4%Computer and TechnologyMSFTMicrosoft$19,096,661$170,053 ▼-0.9%50,8714.0%Computer and TechnologyADPAutomatic Data Processing$18,799,297$276,200 ▼-1.4%61,5304.0%Business ServicesWMTWalmart$16,594,954$230,273 ▼-1.4%189,0303.5%Retail/WholesaleLLYEli Lilly and Company$15,804,745$564,927 ▼-3.5%19,1363.3%MedicalKOCoca-Cola$15,131,436$277,744 ▼-1.8%211,2733.2%Consumer StaplesGOOGAlphabet$13,334,341$429,011 ▲3.3%85,3502.8%Computer and TechnologyMCDMcDonald's$12,101,738$282,075 ▼-2.3%38,7412.5%Retail/WholesaleJNJJohnson & Johnson$11,530,191$110,949 ▼-1.0%69,5252.4%MedicalHDHome Depot$11,510,351$119,842 ▼-1.0%31,4072.4%Retail/WholesaleCBChubb$10,810,034$446,945 ▼-4.0%35,7962.3%FinanceQCOMQUALCOMM$10,477,913$199,079 ▲1.9%68,2112.2%Computer and TechnologyXOMExxon Mobil$10,005,066$11,180 ▲0.1%84,1252.1%EnergyABBVAbbVie$9,546,569$355,136 ▼-3.6%45,5642.0%MedicalCVXChevron$8,014,272$71,601 ▼-0.9%47,9061.7%EnergyTFCTruist Financial$8,011,013$153,325 ▼-1.9%194,6781.7%FinanceVZVerizon Communications$7,984,312$381,478 ▲5.0%176,0211.7%Computer and TechnologyCMICummins$7,417,617$112,839 ▼-1.5%23,6651.6%Auto/Tires/TrucksGPCGenuine Parts$6,557,245$80,777 ▼-1.2%55,0381.4%Retail/WholesaleCFRCullen/Frost Bankers$6,519,747$64,479 ▼-1.0%52,0741.4%FinanceJPMJPMorgan Chase & Co.$6,157,494$86,103 ▲1.4%25,1011.3%FinanceCPRTCopart$6,156,652$141,192 ▼-2.2%108,7941.3%Business ServicesAMGNAmgen$5,479,565$12,462 ▲0.2%17,5881.2%MedicalUPSUnited Parcel Service$4,904,291$330,744 ▲7.2%44,5881.0%TransportationCTASCintas$4,755,802$34,940 ▼-0.7%23,1391.0%Business ServicesCOSTCostco Wholesale$4,743,351$96,475 ▼-2.0%5,0151.0%Retail/WholesalePAYXPaychex$4,658,467$60,788 ▼-1.3%30,1941.0%Business ServicesNVDANVIDIA$4,610,485$114,883 ▲2.6%42,5401.0%Computer and TechnologyZBRAZebra Technologies$4,588,491$158,234 ▼-3.3%16,2391.0%IndustrialsINTCIntel$4,557,595$236,798 ▼-4.9%200,6861.0%Computer and TechnologySYYSysco$4,543,965$3,677 ▼-0.1%60,5531.0%Consumer StaplesCOPConocoPhillips$4,344,186$23,420 ▼-0.5%41,3650.9%EnergyWYWeyerhaeuser$4,121,860$96,244 ▼-2.3%140,7730.9%ConstructionGILDGilead Sciences$3,807,018$112 ▲0.0%33,9760.8%MedicalMRKMerck & Co., Inc.$3,653,084$166,057 ▼-4.3%40,6980.8%MedicalTROWT. Rowe Price Group$3,509,611$277,454 ▼-7.3%38,2010.7%FinanceWMWaste Management$3,441,048$52,091 ▼-1.5%14,8630.7%Business ServicesDUKDuke Energy$3,238,981$41,349 ▲1.3%26,5550.7%UtilitiesAFLAflac$3,220,091$37,471 ▼-1.2%28,9600.7%FinanceWERNWerner Enterprises$3,124,061$62,233 ▼-2.0%106,6230.7%TransportationKMBKimberly-Clark$3,063,259$5,689 ▼-0.2%21,5380.6%Consumer StaplesSONSonoco Products$3,026,499$69,349 ▲2.3%64,0660.6%IndustrialsSUPER MICRO COMPUTER INC COM NEW$2,928,376$1,000,664 ▲51.9%85,5250.6%COMPKGPackaging Co. of America$2,818,201$6,337 ▼-0.2%14,2310.6%IndustrialsEMREmerson Electric$2,805,671$46,489 ▼-1.6%25,5890.6%IndustrialsCSXCSX$2,639,371$94,706 ▼-3.5%89,6830.6%TransportationVRTVertiv$2,567,349$772,125 ▲43.0%35,5580.5%Computer and TechnologyIDCCInterDigital$2,485,889$131,087 ▼-5.0%12,0230.5%Computer and TechnologyTECHBio-Techne$2,338,164$35,764 ▼-1.5%39,8800.5%MedicalTXNTexas Instruments$2,309,324$119,500 ▲5.5%12,8510.5%Computer and TechnologyENVAEnova International$2,130,306$28,002 ▲1.3%22,0620.4%FinancePFEPfizer$2,037,194$62,058 ▼-3.0%80,3940.4%MedicalPSAPublic Storage$1,998,317$7,483 ▼-0.4%6,6760.4%FinanceSWKSSkyworks Solutions$1,969,793$450,794 ▲29.7%30,4780.4%Computer and TechnologyPDCOPatterson Companies$1,923,228$239,455 ▼-11.1%61,5630.4%MedicalAMZNAmazon.com$1,917,250$146,500 ▲8.3%10,0770.4%Retail/WholesaleSNASnap-on$1,843,782$26,961 ▼-1.4%5,4710.4%Consumer DiscretionaryMETAMeta Platforms$1,815,154$384,474 ▲26.9%3,1490.4%Computer and TechnologyBABoeing$1,763,602$5,970 ▼-0.3%10,3400.4%AerospaceDISWalt Disney$1,762,318$39,875 ▼-2.2%17,8550.4%Consumer DiscretionaryPGProcter & Gamble$1,601,444$341 ▲0.0%9,3970.3%Consumer StaplesDFSDiscover Financial Services$1,601,336$41,821 ▼-2.5%9,3810.3%FinanceEXPDExpeditors International of Washington$1,521,282$32,467 ▼-2.1%12,6510.3%TransportationPSXPhillips 66$1,516,712$32,352 ▲2.2%12,2830.3%EnergyLULULululemon Athletica$1,463,137$100,486 ▼-6.4%5,1690.3%Consumer DiscretionarySBUXStarbucks$1,452,124$13,242 ▲0.9%14,8040.3%Retail/WholesaleNEENextEra Energy$1,444,862$17,581 ▼-1.2%20,3810.3%UtilitiesBRK.BBerkshire Hathaway$1,437,966$9,586 ▲0.7%2,7000.3%FinanceMDTMedtronic$1,423,022$259,695 ▲22.3%15,8360.3%MedicalDVNDevon Energy$1,303,053$13,090 ▼-1.0%34,8410.3%EnergyISRGIntuitive Surgical$1,273,834$93,111 ▲7.9%2,5720.3%MedicalWECWEC Energy Group$1,154,207$43,592 ▼-3.6%10,5910.2%UtilitiesSOSouthern$1,151,153$3,218 ▲0.3%12,5190.2%UtilitiesPNRPentair$1,130,2410.0%12,9200.2%Business ServicesITWIllinois Tool Works$1,088,303$1,736 ▲0.2%4,3880.2%IndustrialsRNRRenaissanceRe$1,086,227$16,804 ▼-1.5%4,5250.2%FinanceTGTTarget$1,043,704$220,721 ▼-17.5%10,0010.2%Retail/WholesaleTFXTeleflex$1,029,377$149,107 ▼-12.7%7,4490.2%MedicalDLRDigital Realty Trust$1,018,903$226,566 ▲28.6%7,1100.2%FinanceBF.BBrown-Forman$1,000,517$116,584 ▲13.2%29,4790.2%Consumer StaplesROSTRoss Stores$964,303$14,057 ▼-1.4%7,5460.2%Retail/WholesaleGEGeneral Electric$934,704$200 ▲0.0%4,6700.2%TransportationVTIVanguard Total Stock Market ETF$902,781$18,693 ▲2.1%3,2840.2%ETFHONHoneywell International$885,208$1,271 ▲0.1%4,1800.2%Multi-Sector ConglomeratesORCLOracle$865,423$283,115 ▲48.6%6,1900.2%Computer and TechnologyWUWestern Union$852,976$24,620 ▼-2.8%80,6210.2%Business ServicesGNTXGentex$811,721$29,708 ▼-3.5%34,8370.2%Auto/Tires/TrucksBLACKROCK INC COM$810,186$810,186 ▲New Holding8560.2%COMIBMInternational Business Machines$766,618$171,575 ▲28.8%3,0830.2%Computer and TechnologyNFLXNetflix$746,9560.0%8010.2%Consumer DiscretionaryCHDChurch & Dwight$714,263$2,202 ▲0.3%6,4880.2%Consumer StaplesEDConsolidated Edison$602,3830.0%5,4470.1%UtilitiesVANGUARD TOTAL STOCK MKT IDX ADM$583,229$86,548 ▲17.4%4,3600.1%COMFASTFastenal$560,4530.0%7,2270.1%Retail/WholesaleSJMJ. M. Smucker$550,961$14,091 ▲2.6%4,6530.1%Consumer StaplesSPYSPDR S&P 500 ETF Trust$546,861$42,540 ▲8.4%9770.1%FinanceVUGVanguard Growth ETF$541,026$5,933 ▼-1.1%1,4590.1%ETFWTRGEssential Utilities$538,280$10,080 ▼-1.8%13,6170.1%UtilitiesFIDELITY SMALL CAP GROWTH$536,6560.0%18,0260.1%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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