ROWLANDMILLER & PARTNERS.ADV - Portfolio overview

ROWLANDMILLER & PARTNERS.ADV has 192 reported holdings in this dataset, with the latest filing dated 2026-04-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC COM, 6.67%
2. GOOG - ALPHABET INC CAP STK CL C, 5.30%
3. PGR - PROGRESSIVE CORP COM, 4.11%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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