Roundview Capital LLC Incresed Positions in Q1 2025

Roundview Capital LLC

  • $1.36 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
62.8K
+ 214.38%
$58.01 - $64.46 $3.64M - $4.05M
92.1K $5.72M
PGR
Progressive Corp

Financial Services
579
+ 0.95%
$235.61 - $291.22 $136K - $169K
61.4K $17.4M
V
Visa Inc.

Financial Services
2.99K
+ 6.63%
$306.92 - $362.71 $918K - $1.08M
48.1K $16.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
32.1K
+ 7.11%
$57.44 - $59.4 $1.84M - $1.91M
484K $28.7M
VEA
Vanguard Ftse Developed Market

ETFs
26.3K
+ 21.94%
$47.4 - $52.99 $1.24M - $1.39M
146K $7.42M
MA
Mastercard Inc

Financial Services
1.44K
+ 3.76%
$504.67 - $576.31 $727K - $830K
39.7K $21.8M
FICO
Fair Isaac Corp

Technology
978
+ 63.14%
$1695.35 - $2030.47 $1.66M - $1.99M
2.53K $4.66M
BRO
Brown & Brown, Inc.

Financial Services
8.65K
+ 57.89%
$100.54 - $124.4 $869K - $1.08M
23.6K $2.93M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
14.6K
+ 9.06%
$91.45 - $91.75 $1.33M - $1.34M
175K $16.1M
MSI
Motorola Solutions, Inc.

Technology
3.22K
+ 44.72%
$411.73 - $482.1 $1.32M - $1.55M
10.4K $4.56M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.12K
+ 9.23%
$95.85 - $99.25 $874K - $905K
108K $10.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
12.5K
+ 10.71%
$77.7 - $78.94 $972K - $988K
129K $10.2M
SPGI
S&P Global Inc.

Financial Services
1.8K
+ 24.64%
$478.26 - $543.77 $862K - $980K
9.12K $4.63M
ABBV
Abb Vie Inc.

Healthcare
201
+ 0.7%
$169.2 - $216.66 $34K - $43.5K
28.9K $6.06M
VGSH
Vanguard

ETFs
14.6K
+ 10.27%
$58.07 - $58.69 $847K - $856K
157K $9.19M
HEI
Heico Corp

Industrials
802
+ 3.46%
$219.6 - $270.85 $176K - $217K
24K $6.4M
MCK
Mckesson Corp

Healthcare
288
+ 4.3%
$566.21 - $672.99 $163K - $194K
6.99K $4.7M
IEFA
Ishares Tr

ETFs
6.54K
+ 12.99%
$69.57 - $78.65 $455K - $514K
56.8K $4.3M
FAST
Fastenal CO

Industrials
1.5K
+ 1.32%
$71.11 - $79.98 $107K - $120K
115K $8.95M
MKL
Markel Corp

Financial Services
61
+ 1.4%
$1660.14 - $2059.83 $101K - $126K
4.41K $8.24M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
34.7K
+ 76.07%
$20.05 - $20.4 $696K - $709K
80.4K $1.64M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
35.7K
+ 57.44%
$19.43 - $19.62 $693K - $700K
97.8K $1.91M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
32.6K
+ 136.33%
$19.42 - $19.54 $633K - $637K
56.5K $1.1M
AZO
Autozone Inc

Consumer Cyclical
13
+ 1.36%
$3193.96 - $3828.11 $41.5K - $49.8K
967 $3.69M
APH
Amphenol Corp

Technology
10.6K
+ 47.73%
$61.62 - $78.55 $652K - $831K
32.7K $2.15M
COST
Costco Wholesale Corp

Consumer Defensive
101
+ 0.6%
$890.62 - $1076.86 $90K - $109K
17K $16M
NFLX
Netflix Inc

Communication Services
378
+ 7.02%
$828.4 - $1058.6 $313K - $400K
5.76K $5.37M
RACE
Ferrari N.V.

Consumer Cyclical
1.31K
+ 31.35%
$413.73 - $508.15 $541K - $664K
5.48K $2.34M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6.36K
+ 16.93%
$192.82 - $222.1 $1.23M - $1.41M
43.9K $8.47M
CPRT
Copart Inc

Consumer Cyclical
11.6K
+ 8.53%
$52.3 - $59.83 $608K - $695K
148K $8.36M
LLY
Eli Lilly & CO

Healthcare
309
+ 7.01%
$725.72 - $929.72 $224K - $287K
4.72K $3.9M
XLE
Energy Sector Spdr

ETFs
427
+ 0.74%
$85.7 - $93.96 $36.6K - $40.1K
57.8K $5.4M
SPIB
Spdr Portfolio Intermediate Te

ETFs
11.2K
+ 4.94%
$32.5 - $33.3 $364K - $373K
238K $7.9M
META
Meta Platforms, Inc.

Communication Services
1.53K
+ 4.99%
$576.36 - $736.67 $880K - $1.12M
32.1K $18.5M
ADP
Automatic Data Processing Inc

Industrials
604
+ 2.75%
$286.85 - $318.64 $173K - $192K
22.6K $6.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.85K
+ 8.81%
$42.5 - $46.71 $334K - $367K
96.9K $4.39M
ROP
Roper Technologies Inc

Industrials
298
+ 7.33%
$502.71 - $593.81 $150K - $177K
4.37K $2.57M
AME
Ametek Inc

Industrials
3.45K
+ 19.78%
$170.39 - $190.43 $588K - $657K
20.9K $3.6M
WCN
Waste Connections, Inc.

Industrials
235
+ 1.56%
$169.89 - $195.19 $39.9K - $45.9K
15.3K $2.99M
MU
Micron Technology Inc

Technology
4.14K
+ 43.98%
$86.89 - $109.38 $360K - $453K
13.6K $1.18M
TDG
Trans Digm Group Inc

Industrials
145
+ 9.57%
$1251.32 - $1394.11 $181K - $202K
1.66K $2.3M
JPM
Jpmorgan Chase & CO

Financial Services
66
+ 0.11%
$225.19 - $279.95 $14.9K - $18.5K
62.5K $15.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
990
+ 0.55%
$79.17 - $82.04 $78.4K - $81.2K
181K $14.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.48K
+ 34.05%
$82.81 - $92.93 $371K - $416K
17.6K $1.5M
CB
Chubb LTD

Financial Services
393
+ 4.77%
$257.71 - $301.99 $101K - $119K
8.62K $2.6M
IAU
Ishares Gold Trust

ETFs
552
+ 1.77%
$49.74 - $58.96 $27.5K - $32.5K
31.8K $1.88M
UNP
Union Pacific Corp

Industrials
459
+ 1.72%
$225.21 - $254.42 $103K - $117K
27.1K $6.41M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.54K
+ 14.56%
$56.51 - $62.98 $200K - $223K
27.8K $1.69M
RTX
Raytheon Technologies Corp

Industrials
102
+ 0.63%
$114.1 - $135.66 $11.6K - $13.8K
16.4K $2.17M
Activity Summary
Buys All Purchases 150 New Holdings 14 Increased Positions 136 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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