Rowlandmiller & Partners.Adv Top Holdings and 13F Report (2025) About Rowlandmiller & Partners.AdvInvestment ActivityRowlandmiller & Partners.Adv has $509.12 million in total holdings as of September 30, 2025.Rowlandmiller & Partners.Adv owns shares of 187 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 1.84% of the portfolio was purchased this quarter.About 2.73% of the portfolio was sold this quarter.This quarter, Rowlandmiller & Partners.Adv has purchased 187 new stocks and bought additional shares in 51 stocks.Rowlandmiller & Partners.Adv sold shares of 69 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $34,387,684Progressive $26,266,198Microsoft $24,885,281Alphabet $21,483,032Walmart $18,582,592 Largest New Holdings this Quarter 872590104 - T-Mobile US $453,625 Holding007903107 - Advanced Micro Devices $199,001 Holding87873R101 - Techtronic Industries $140,459 Holding05605H100 - BWX Technologies $123,527 Holding15101Q207 - CELESTICA INC COM $110,871 Holding Largest Purchases this Quarter Verizon Communications 19,478 shares (about $856.06K)Intuitive Surgical 1,819 shares (about $813.51K)UnitedHealth Group 2,210 shares (about $763.13K)Costco Wholesale 787 shares (about $728.51K)Skyworks Solutions 7,768 shares (about $597.98K) Largest Sales this Quarter Microsoft 2,910 shares (about $1.51M)Progressive 6,053 shares (about $1.49M)Eli Lilly and Company 1,674 shares (about $1.28M)Walmart 6,511 shares (about $671.03K)Johnson & Johnson 3,086 shares (about $572.21K) 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$34,387,684$342,734 ▼-1.0%135,0496.8%Computer and TechnologyPGRProgressive$26,266,198$1,494,794 ▼-5.4%106,3625.2%FinanceMSFTMicrosoft$24,885,281$1,507,257 ▼-5.7%48,0454.9%Computer and TechnologyGOOGAlphabet$21,483,032$48,223 ▼-0.2%88,2074.2%Computer and TechnologyWMTWalmart$18,582,592$671,025 ▼-3.5%180,3083.6%Retail/WholesaleADPAutomatic Data Processing$17,422,875$395,347 ▼-2.2%59,3623.4%Computer and TechnologyKOCocaCola$13,915,956$57,831 ▼-0.4%209,8302.7%Consumer StaplesLLYEli Lilly and Company$13,273,996$1,277,270 ▼-8.8%17,3972.6%MedicalHDHome Depot$12,586,553$143,844 ▼-1.1%31,0632.5%Retail/WholesaleJNJJohnson & Johnson$12,286,778$572,211 ▼-4.4%66,2642.4%MedicalMCDMcDonald's$11,655,092$78,406 ▼-0.7%38,3522.3%Retail/WholesaleQCOMQUALCOMM$11,381,003$2,662 ▲0.0%68,4112.2%Computer and TechnologyABBVAbbVie$10,387,917$147,261 ▼-1.4%44,8642.0%MedicalCBChubb$9,930,839$145,349 ▼-1.4%35,1872.0%FinanceCMICummins$9,736,708$174,443 ▼-1.8%23,0521.9%Auto/Tires/TrucksXOMExxon Mobil$9,368,477$86,705 ▼-0.9%83,0901.8%EnergyVZVerizon Communications$9,342,945$856,059 ▲10.1%212,5811.8%Computer and TechnologyTFCTruist Financial$8,708,151$94,366 ▼-1.1%190,4671.7%FinanceCVXChevron$8,153,364$412,141 ▲5.3%52,5041.6%EnergyJPMJPMorgan Chase & Co.$8,018,622$96,207 ▲1.2%25,4211.6%FinanceNVDANVIDIA$8,011,745$57,840 ▲0.7%42,9401.6%Computer and TechnologyGPCGenuine Parts$7,413,792$123,217 ▼-1.6%53,4901.5%Retail/WholesaleCFRCullen/Frost Bankers$6,808,074$124,362 ▲1.9%53,7041.3%FinanceINTCIntel$6,065,878$483,791 ▼-7.4%180,8011.2%Computer and TechnologyCOSTCostco Wholesale$5,402,235$728,506 ▲15.6%5,8361.1%Retail/WholesaleVRTVertiv$5,320,257$84,331 ▼-1.6%35,2661.0%Computer and TechnologySYYSysco$4,869,661$72,790 ▼-1.5%59,1401.0%Consumer StaplesZBRAZebra Technologies$4,640,450$166,410 ▼-3.5%15,6160.9%IndustrialsCPRTCopart$4,563,285$329,180 ▼-6.7%101,4740.9%Business ServicesSUPER MICRO COMPUTER INC COM NEW$4,560,196$187,445 ▲4.3%95,1230.9%COMAMGNAmgen$4,456,806$474,098 ▼-9.6%15,7930.9%MedicalCTASCintas$4,394,660$312,819 ▼-6.6%21,4100.9%Business ServicesIDCCInterDigital$4,181,870$4,143 ▼-0.1%12,1130.8%Computer and TechnologyUPSUnited Parcel Service$3,903,957$53,794 ▼-1.4%46,7370.8%TransportationPAYXPaychex$3,773,827$56,663 ▼-1.5%29,7710.7%Computer and TechnologyCOPConocoPhillips$3,771,049$122,400 ▼-3.1%39,8670.7%EnergyTROWT. Rowe Price Group$3,703,456$299,101 ▼-7.5%36,0810.7%FinanceGILDGilead Sciences$3,648,762$107,672 ▼-2.9%32,8710.7%MedicalWYWeyerhaeuser$3,647,061$183,347 ▲5.3%147,1180.7%ConstructionEMREmerson Electric$3,469,304$112,163 ▲3.3%26,4460.7%IndustrialsMRKMerck & Co., Inc.$3,385,199$47,421 ▼-1.4%40,3330.7%MedicalWMWaste Management$3,278,9940.0%14,8480.6%Business ServicesDUKDuke Energy$3,238,272$47,398 ▼-1.4%26,1670.6%UtilitiesCSXCSX$3,107,626$38,848 ▼-1.2%87,5140.6%TransportationPKGPackaging Corporation of America$3,106,613$2,833 ▲0.1%14,2550.6%IndustrialsSWKSSkyworks Solutions$3,086,974$597,980 ▲24.0%40,1010.6%Computer and TechnologyAFLAflac$3,017,662$45,910 ▼-1.5%27,0150.6%FinanceAMZNAmazon.com$2,833,989$500,619 ▲21.5%12,9070.6%Retail/WholesaleSONSonoco Products$2,789,391$3,146 ▼-0.1%64,7340.5%IndustrialsKMBKimberly-Clark$2,490,293$172,958 ▼-6.5%20,0280.5%Consumer StaplesWERNWerner Enterprises$2,419,928$318,290 ▼-11.6%91,9420.5%TransportationTXNTexas Instruments$2,365,845$3,859 ▲0.2%12,8760.5%Computer and TechnologyNEENextEra Energy$2,297,371$407,732 ▲21.6%30,4320.5%UtilitiesENVAEnova International$2,257,720$274,490 ▼-10.8%19,6170.4%FinanceMDTMedtronic$2,155,566$524,963 ▲32.2%22,6330.4%MedicalBABoeing$2,149,813$79,863 ▼-3.6%9,9600.4%AerospacePFEPfizer$2,092,435$48,489 ▲2.4%82,1200.4%MedicalTECHBio-Techne$2,079,449$172,453 ▼-7.7%37,3800.4%MedicalISRGIntuitive Surgical$2,052,338$813,511 ▲65.7%4,5890.4%MedicalMETAMeta Platforms$2,024,312$322,450 ▼-13.7%2,7560.4%Computer and TechnologyPSAPublic Storage$1,946,519$37,266 ▲2.0%6,7380.4%FinanceSNASnap-On$1,864,038$1,386 ▲0.1%5,3790.4%Consumer DiscretionaryBLACKROCK INC COM$1,833,311$358,742 ▲24.3%1,5740.4%COMDISWalt Disney$1,777,075$267,363 ▼-13.1%15,5200.3%Consumer DiscretionaryCOFCapital One Financial$1,765,689$28,061 ▼-1.6%8,3060.3%FinancePSXPhillips 66$1,736,711$9,521 ▲0.6%12,7680.3%EnergyORCLOracle$1,666,929$79,592 ▼-4.6%5,9270.3%Computer and TechnologyUNHUnitedHealth Group$1,579,100$763,134 ▲93.5%4,5730.3%MedicalEXPDExpeditors International of Washington$1,538,627$12,259 ▼-0.8%12,5510.3%TransportationPGProcter & Gamble$1,444,430$307 ▲0.0%9,4000.3%Consumer StaplesDLRDigital Realty Trust$1,429,934$136,752 ▲10.6%8,2710.3%FinanceGEGE Aerospace$1,405,469$602 ▲0.0%4,6720.3%AerospacePNRPentair$1,401,557$29,462 ▼-2.1%12,6540.3%Business ServicesBRK.BBerkshire Hathaway$1,357,3980.0%2,7000.3%FinanceSBUXStarbucks$1,258,340$11,844 ▼-0.9%14,8740.2%Retail/WholesaleDVNDevon Energy$1,221,5250.0%34,8410.2%EnergyWECWEC Energy Group$1,208,236$5,386 ▼-0.4%10,5440.2%UtilitiesSOSouthern$1,206,833$17,059 ▲1.4%12,7340.2%UtilitiesITWIllinois Tool Works$1,147,886$1,825 ▲0.2%4,4020.2%IndustrialsRNRRenaissanceRe$1,129,0460.0%4,4460.2%FinanceROSTRoss Stores$1,128,600$21,335 ▼-1.9%7,4060.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,084,739$28,226 ▲2.7%3,3050.2%ETFGNTXGentex$1,012,827$15,565 ▼-1.5%35,7880.2%Auto/Tires/TrucksBF.BBrown-Forman$966,512$108,591 ▲12.7%35,6910.2%Consumer StaplesNFLXNetflix$941,152$1,199 ▼-0.1%7850.2%Consumer DiscretionaryTFXTeleflex$877,198$34,261 ▼-3.8%7,1690.2%MedicalHONHoneywell International$869,319$11,790 ▼-1.3%4,1290.2%Multi-Sector ConglomeratesULTAUlta Beauty$856,757$72,171 ▲9.2%1,5670.2%Retail/WholesaleLULUlululemon athletica$849,615$64,055 ▼-7.0%4,7750.2%Consumer DiscretionaryIBMInternational Business Machines$787,790$42,606 ▼-5.1%2,7920.2%Computer and TechnologyFASTFastenal$721,084$12,260 ▲1.7%14,7040.1%Retail/WholesaleGE VERNOVA INC COM$719,4820.0%1,1700.1%COMVUGVanguard Growth ETF$699,7500.0%1,4590.1%ETFVANGUARD TOTAL STOCK MKT IDX ADM$697,127$320 ▲0.0%4,3630.1%COMTGTTarget$694,816$53,820 ▼-7.2%7,7460.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$656,238$666 ▲0.1%9850.1%FinanceMLIMueller Industries$605,648$43,477 ▲7.7%5,9900.1%IndustrialsBMOBank Of Montreal$582,9990.0%4,4760.1%FinanceWUWestern Union$574,926$69,370 ▼-10.8%71,9550.1%Business ServicesCHDChurch & Dwight$568,5430.0%6,4880.1%Consumer StaplesShowing 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. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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