Roger Williams

TX25Member3 filings23 transactions

Total Purchases (max)

$150K

Total Sales (max)

$0

Net Portfolio Value

$150K

10 active positions of 18 total · Using max values from amount ranges

#TickerAssetPurchasesSalesNet ValueTxns% of Portfolio
1GOOGAlphabet Inc. - Class C Capital Stock$15K$15K110.0%
2Caney Creek Tex Mun Util Dist$15K$15K110.0%
3LLYEli Lilly and Company Common Stock$15K$15K110.0%
4METAMeta Platforms, Inc. - Class A Common Stock$15K$15K110.0%
5STLAStellantis N.V. Common Shares$15K$15K110.0%
6SBFMSunshine Biopharma Inc. - Common stock$15K$15K110.0%
7TFCTruist Financial Corporation Common Stock$15K$15K110.0%
8Berkshire Hathaway Inc. (BRK.a)$15K$15K110.0%
9CVXChevron Corporation$15K$15K110.0%
10Procter & gamble Company (Pg)$15K$15K110.0%
11NVDANVIDIA Corporation - Common Stock$15K$15K$02
12Caney Creek Texas 2.125% GO Muni bonds$15K-$15K1
13DVNDevon Energy Corporation Common Stock$15K-$15K1
14GEGE Aerospace Common Stock$15K-$15K1
15PFEPfizer, Inc. Common Stock$15K$30K-$15K3
16DISWalt Disney Company$15K$30K-$15K3
17gogo Inc. (gogo)$15K-$15K1
18XPOIXponential, Inc.$50K-$50K1