Roundview Capital LLC Sells in Q2 2025

Roundview Capital LLC

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TYL
Tyler Technologies Inc

Technology
-124
- 5.98%
$521.68 - $592.84 $64.7K - $73.5K
1.95K $1.16M
NEE
Nextera Energy Inc

Utilities
-322
- 1.97%
$64.11 - $75.0 $20.6K - $24.2K
16K $1.11M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.2K
- 21.92%
$22.27 - $29.21 $93.5K - $123K
15K $437K
SBUX
Starbucks Corp

Consumer Cyclical
-196
- 6.07%
$79.69 - $99.41 $15.6K - $19.5K
3.03K $277K
VBR
Vanguard Small Cap Value ETF

ETFs
-686
- 6.06%
$162.76 - $195.77 $112K - $134K
10.6K $2.07M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-1.51K
- 5.96%
$24.32 - $24.81 $36.7K - $37.4K
23.8K $590K
DUK
Duke Energy Corp

Utilities
-102
- 2.03%
$112.46 - $124.05 $11.5K - $12.7K
4.92K $579K
UL
Unilever PLC

Consumer Defensive
-860
- 6.79%
$57.9 - $65.43 $49.8K - $56.3K
11.8K $721K
PFS
Provident Financial Services Inc

Financial Services
-2K
- 15.41%
$14.69 - $17.98 $29.4K - $36K
11K $192K
TROW
Price T Rowe Group Inc

Financial Services
-1.21K
- 6.14%
$80.27 - $98.06 $96.8K - $118K
18.4K $1.78M
MUB
Ishares National Muni Bond ETF

ETFs
-130
- 1.44%
$102.31 - $105.8 $13.3K - $13.8K
8.88K $927K
VLO
Valero Energy Corp

Energy
-420
- 2.61%
$104.69 - $141.77 $44K - $59.5K
15.6K $2.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-482
- 0.45%
$96.84 - $99.46 $46.7K - $47.9K
107K $10.7M
VOE
Vanguard Mid Cap Value Index F

ETFs
-136
- 8.79%
$141.87 - $164.49 $19.3K - $22.4K
1.41K $232K
SHEL
Shell PLC

Energy
-67
- 2.09%
$59.75 - $73.05 $4K - $4.89K
3.13K $220K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-688
- 0.5%
$29.07 - $29.38 $20K - $20.2K
138K $4.04M
ITW
Illinois Tool Works Inc

Industrials
-49
- 5.52%
$218.41 - $252.43 $10.7K - $12.4K
838 $207K
IWD
Ishares Russell 1000 Val ETF

ETFs
-103
- 8.69%
$166.82 - $194.23 $17.2K - $20K
1.08K $210K
USRT
Ishares Core U.S. Reit ETF

ETFs
-87
- 2.36%
$50.37 - $57.97 $4.38K - $5.04K
3.6K $203K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-90
- 1.15%
$60.03 - $72.0 $5.4K - $6.48K
7.75K $514K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-353
- 1.03%
$22.68 - $23.28 $8.01K - $8.22K
34K $789K
ROST
Ross Stores, Inc.

Consumer Cyclical
-6
- 0.05%
$126.62 - $154.26 $760 - $926
11.1K $1.42M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.76K
- 7.54%
$20.42 - $25.3 $56.4K - $69.8K
33.8K $855K
DGX
Quest Diagnostics Inc

Healthcare
-14
- 0.15%
N/A
9.18K $1.26M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-513
- 5.94%
$51.16 - $62.02 $26.2K - $31.8K
8.13K $504K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-150
- 0.26%
$29.82 - $30.19 $4.47K - $4.53K
57.9K $1.75M
AMT
American Tower Corp

Real Estate
-88
- 1.56%
$203.96 - $228.19 $17.9K - $20.1K
5.54K $1.23M
Arista Networks Inc
-693
- 2.48%
N/A
27.3K $0
Veralto Corp
-722
- 19.32%
N/A
3.02K $0
Ge Vernova Inc
-32
- 4.74%
N/A
643 $0
Kenvue Inc
-1.95K
- 4.91%
N/A
37.8K $0
Labcorp Holdings Inc
-100
- 1.7%
N/A
5.79K $0
Tko Group Holdings Inc
-4.16K
- 18.6%
N/A
18.2K $0
QCOM
Qualcomm Inc

Technology
-54
- 2.95%
$124.66 - $159.48 $6.73K - $8.61K
1.78K $282K
SPMD
Spdr Portfolio

ETFs
-1.37K
- 5.77%
$44.89 - $54.38 $61.4K - $74.3K
22.3K $1.21M
CTSH
Cognizant Technology Solutions Corp

Technology
-75
- 0.93%
$66.47 - $81.81 $4.99K - $6.14K
7.95K $620K
PEG
Public Service Enterprise Group Inc

Utilities
-4
- 0.09%
$77.13 - $84.18 $309 - $337
4.4K $369K
TRV
Travelers Companies, Inc.

Financial Services
-29
- 0.55%
$233.83 - $276.34 $6.78K - $8.01K
5.26K $1.41M
CSX
Csx Corp

Industrials
-3.6K
- 8.55%
$26.69 - $32.91 $96.1K - $118K
38.5K $1.26M
IWM
Ishares Russell 2000 ETF

ETFs
-30
- 1.7%
$174.82 - $215.79 $5.24K - $6.47K
1.74K $374K
MMM
3 M CO

Industrials
-20
- 0.39%
$126.09 - $154.15 $2.52K - $3.08K
5.05K $768K
NVS
Novartis Ag

Healthcare
-13
- 0.49%
$101.96 - $121.01 $1.33K - $1.57K
2.65K $320K
AMAT
Applied Materials Inc

Technology
-2.4K
- 19.57%
$126.95 - $183.52 $304K - $440K
9.85K $1.8M
EFX
Equifax Inc

Industrials
-2
- 0.1%
$205.5 - $280.54 $411 - $561
1.99K $517K
GLD
Spdr Gold Trust

ETFs
-383
- 4.26%
$273.71 - $316.29 $105K - $121K
8.61K $2.62M
CTVA
Corteva, Inc.

Basic Materials
-33
- 1.0%
$55.52 - $74.53 $1.83K - $2.46K
3.28K $244K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-10
- 1.36%
$299.15 - $396.54 $2.99K - $3.97K
728 $288K
NSC
Norfolk Southern Corp

Industrials
-244
- 4.43%
$206.34 - $257.46 $50.3K - $62.8K
5.26K $1.35M
MU
Micron Technology Inc

Technology
-3.63K
- 26.75%
$64.72 - $127.91 $235K - $464K
9.93K $1.22M
Activity Summary
Buys All Purchases 153 New Holdings 18 Increased Positions 135 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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