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
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.1K
+ 31.81%
$302.31 - $337.54 $333K - $372K
4.57K $1.4M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.04K
+ 7.35%
$48.43 - $49.9 $195K - $201K
58.9K $2.94M
BR
Broadridge Financial Solutions, Inc.

Technology
410
+ 3.68%
$221.46 - $244.83 $90.8K - $100K
11.5K $2.8M
TSCO
Tractor Supply CO

Consumer Cyclical
2.66K
+ 4.22%
$51.66 - $57.94 $137K - $154K
65.6K $3.61M
TJX
Tjx Companies Inc

Consumer Cyclical
1.97K
+ 8.63%
$112.81 - $126.16 $222K - $249K
24.8K $3.02M
SHW
Sherwin Williams CO

Basic Materials
323
+ 2.25%
$330.16 - $365.55 $107K - $118K
14.7K $5.13M
ABT
Abbott Laboratories

Healthcare
143
+ 1.27%
$111.1 - $140.22 $15.9K - $20.1K
11.4K $1.51M
FTNT
Fortinet, Inc.

Technology
1.44K
+ 4.06%
$92.49 - $114.57 $133K - $165K
36.9K $3.56M
GE
General Electric CO

Industrials
391
+ 10.63%
$168.59 - $212.13 $65.9K - $82.9K
4.07K $814K
XLU
Utilities Sector Spdr

ETFs
283
+ 0.55%
$74.7 - $80.27 $21.1K - $22.7K
52.2K $4.12M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
94.3K
+ 5.93%
$21.23 - $23.75 $2M - $2.24M
1.68M $36.2M
MCO
Moodys Corp

Financial Services
508
+ 4.89%
$437.8 - $527.48 $222K - $268K
10.9K $5.07M
VIG
Vanguard Dividend Appreciation

ETFs
852
+ 6.92%
N/A
13.2K $2.4M
AJG
Arthur J. Gallagher & Co.

Financial Services
10
+ 0.41%
$275.89 - $345.24 $2.76K - $3.45K
2.44K $842K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.01K
+ 23.75%
$49.25 - $50.66 $148K - $152K
15.7K $777K
VUG
Vanguard Growth ETF

ETFs
565
+ 32.85%
$369.1 - $427.61 $209K - $242K
2.29K $847K
WSO
Watsco Inc

Industrials
165
+ 12.87%
$463.86 - $530.75 $76.5K - $87.6K
1.45K $735K
CHD
Church & Dwight CO Inc

Consumer Defensive
503
+ 4.03%
$101.42 - $113.2 $51K - $56.9K
13K $1.43M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.01K
+ 3.4%
$169.43 - $182.84 $171K - $185K
30.8K $5.33M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
670
+ 3.7%
$126.11 - $135.06 $84.5K - $90.5K
18.8K $2.42M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
772
+ 21.93%
$154.39 - $176.55 $119K - $136K
4.29K $674K
PLD
Prologis, Inc.

Real Estate
409
+ 5.55%
$103.59 - $124.04 $42.4K - $50.7K
7.78K $869K
ASML
Asml Holding Nv

Technology
176
+ 19.71%
$662.63 - $776.99 $117K - $137K
1.07K $708K
IBM
International Business Machines Corp

Technology
54
+ 2.31%
$217.4 - $264.74 $11.7K - $14.3K
2.39K $593K
DFAI
Dimensional ETF Tr

ETFs
746
+ 3.92%
$28.88 - $32.4 $21.5K - $24.2K
19.8K $617K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.53K
+ 21.52%
$57.21 - $65.8 $87.5K - $101K
8.64K $504K
STEW
Boulder Growth & Income Fund

Financial Services
2.01K
+ 10.21%
$15.76 - $17.3 $31.7K - $34.8K
21.7K $374K
BMY
Bristol Myers Squibb CO

Healthcare
95
+ 0.86%
$53.9 - $63.11 $5.12K - $6K
11.2K $682K
TCHP
T Rowe Price Exchange Traded F

Technology
2.79K
+ 20.86%
$37.86 - $44.2 $105K - $123K
16.1K $614K
XLC
Select Sector Spdr Tr Communic

ETFs
611
+ 1.09%
$94.84 - $105.31 $57.9K - $64.3K
56.9K $5.49M
TYL
Tyler Technologies Inc

Technology
42
+ 2.07%
$553.41 - $646.74 $23.2K - $27.2K
2.07K $1.21M
IVV
Ishares Core S&P 500 ETF

ETFs
818
+ 5.13%
$554.06 - $615.85 $453K - $504K
16.8K $9.42M
VNQ
Vanguard Specialized Funds Van

ETFs
92
+ 0.56%
$85.55 - $94.34 $7.87K - $8.68K
16.4K $1.48M
PKG
Packaging Corp Of America

Consumer Cyclical
322
+ 25.08%
$192.03 - $242.13 $61.8K - $78K
1.61K $318K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
443
+ 1.31%
$22.46 - $23.26 $9.95K - $10.3K
34.3K $794K
IEMG
Ishares Inc

ETFs
412
+ 2.54%
N/A
16.7K $893K
ITW
Illinois Tool Works Inc

Industrials
55
+ 6.61%
$244.9 - $274.48 $13.5K - $15.1K
887 $219K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
32
+ 0.13%
$24.29 - $24.65 $777 - $789
25.3K $623K
Linde PLC
1.33K
+ 54.02%
N/A
3.8K $0
Ferguson Enterprises Inc
5
+ 0.08%
N/A
6.33K $0
Tko Group Holdings Inc
327
+ 1.48%
N/A
22.4K $0
DGT
Spdr Global Dow ETF
74
+ 0.37%
N/A
20K $0
Arista Networks Inc
3.58K
+ 14.67%
N/A
28K $0
Princeton Bancorp Inc
1.25K
+ 2.38%
N/A
53.8K $0
IWM
Ishares Russell 2000 ETF

ETFs
160
+ 9.96%
$198.1 - $229.79 $31.7K - $36.8K
1.77K $352K
AVB
Avalonbay Communities Inc

Real Estate
66
+ 1.7%
$207.86 - $228.08 $13.7K - $15.1K
3.95K $847K
JBL
Jabil Inc

Technology
379
+ 4.89%
$130.51 - $173.33 $49.5K - $65.7K
8.13K $1.11M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
10
+ 1.37%
$333.37 - $384.99 $3.33K - $3.85K
738 $246K
MS
Morgan Stanley

Financial Services
137
+ 3.26%
$111.68 - $141.08 $15.3K - $19.3K
4.34K $505K
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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