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
INTU
Intuit Inc

Technology
83
+ 1.43%
$555.63 - $630.23 $46.1K - $52.3K
5.9K $3.62M
LII
Lennox International Inc

Industrials
16
+ 1.22%
$553.05 - $666.93 $8.85K - $10.7K
1.32K $742K
MUSA
Murphy Usa Inc.

Consumer Cyclical
121
+ 3.29%
$435.02 - $515.95 $52.6K - $62.4K
3.8K $1.79M
BKNG
Booking Holdings Inc.

Consumer Cyclical
38
+ 5.83%
$4295.4 - $5141.88 $163K - $195K
690 $3.18M
EQIX
Equinix Inc

Real Estate
33
+ 4.34%
$803.0 - $959.97 $26.5K - $31.7K
794 $647K
SCHA
Schwab Strategic Tr Us Small C

ETFs
213
+ 0.59%
$23.16 - $27.04 $4.93K - $5.76K
36.6K $857K
LOW
Lowes Companies Inc

Consumer Cyclical
109
+ 1.06%
$222.66 - $268.42 $24.3K - $29.3K
10.4K $2.43M
SHOP
Shopify Inc.

Technology
3
+ 0.03%
$90.59 - $129.31 $272 - $388
11.7K $1.11M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.85K
+ 2.39%
$67.03 - $74.61 $124K - $138K
79.2K $5.38M
IWN
Ishares Russell2000 Val ETF

ETFs
26
+ 0.23%
$149.27 - $169.4 $3.88K - $4.4K
11.2K $1.69M
VV
Vanguard Large Cap ETF

ETFs
9
+ 0.07%
$253.32 - $282.66 $2.28K - $2.54K
12.6K $3.24M
MAR
Marriott International Inc

Consumer Cyclical
11
+ 0.24%
$237.01 - $304.45 $2.61K - $3.35K
4.55K $1.08M
ISRG
Intuitive Surgical Inc

Healthcare
178
+ 1.73%
$476.63 - $610.45 $84.8K - $109K
10.5K $5.2M
AMAT
Applied Materials Inc

Technology
155
+ 1.28%
$145.06 - $195.51 $22.5K - $30.3K
12.3K $1.78M
HON
Honeywell International Inc

Industrials
28
+ 0.19%
$202.75 - $226.52 $5.68K - $6.34K
14.5K $3.06M
MSCI
Msci Inc.

Financial Services
82
+ 1.11%
$541.46 - $628.34 $44.4K - $51.5K
7.48K $4.23M
URI
United Rentals, Inc.

Industrials
284
+ 5.54%
$594.17 - $789.56 $169K - $224K
5.41K $3.39M
VO
Vanguard Mid Cap ETF

ETFs
103
+ 0.22%
$251.87 - $277.95 $25.9K - $28.6K
46.9K $12.1M
NVR
Nvr Inc

Consumer Cyclical
41
+ 7.07%
$7062.02 - $8382.63 $290K - $344K
621 $4.5M
HD
Home Depot, Inc.

Consumer Cyclical
86
+ 0.65%
$347.25 - $424.87 $29.9K - $36.5K
13.2K $4.85M
VXF
Vanguard Extended Market ETF

ETFs
65
+ 0.42%
$170.36 - $201.04 $11.1K - $13.1K
15.6K $2.69M
ORCL
Oracle Corp

Technology
922
+ 5.84%
$139.81 - $186.47 $129K - $172K
16.7K $2.33M
CAT
Caterpillar Inc

Industrials
396
+ 2.45%
$326.75 - $407.63 $129K - $161K
16.6K $5.47M
VB
Vanguard Small Cap ETF

ETFs
299
+ 1.12%
$217.89 - $252.64 $65.1K - $75.5K
27K $5.99M
CSL
Carlisle Companies Inc

Industrials
506
+ 2.07%
$326.43 - $408.24 $165K - $207K
24.9K $8.48M
RLI
Rli Corp

Financial Services
736
+ 8.36%
$71.75 - $163.21 $52.8K - $120K
9.54K $765K
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.41K
+ 3.94%
$102.72 - $143.06 $145K - $201K
37.2K $3.89M
GOOGL
Alphabet Inc.

Communication Services
262
+ 1.17%
$154.33 - $206.19 $40.4K - $54K
22.7K $3.51M
NVO
Novo Nordisk A S

Healthcare
1.68K
+ 3.07%
$69.3 - $90.95 $116K - $153K
56.4K $3.92M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.29K
+ 3.21%
$507.05 - $563.67 $1.67M - $1.85M
106K $54.4M
AVGO
Broadcom Inc.

Technology
1.03K
+ 5.99%
$167.43 - $244.7 $173K - $253K
18.3K $3.06M
VTI
Vanguard Total Stock Market Et

ETFs
1.23K
+ 1.13%
$271.18 - $303.12 $333K - $372K
110K $30.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.78K
+ 2.45%
$165.25 - $224.62 $293K - $399K
74.2K $12.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
598
+ 1.09%
$468.34 - $539.52 $280K - $323K
55.5K $26M
AMZN
Amazon Com Inc

Consumer Cyclical
7.56K
+ 3.92%
$190.26 - $242.06 $1.44M - $1.83M
200K $38.1M
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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