HoldingsChannel.com
Round Table Services LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
INNOVATOR ETFS TR (POCT) 1,914,840 +5,981 $48,254
     POCT1,914,840+5,981$48,254
ISHARES TR (IDV) 933,202 +5,960 $31,328
     IDV933,202+5,960$31,328
ISHARES TR (IVV) 88,417 +6,514 $28,580
     IVV88,417+6,514$28,580
NEW MTN FIN CORP 1,691,268 +70,337 $23,238
     NMFC1,691,268+70,337$23,238
ISHARES TR (IWR) 342,866 -7,668 $20,442
     IWR342,866-7,668$20,442
ISHARES TR (IWM) 96,274 +8,710 $15,950
     IWM96,274+8,710$15,950
VANGUARD INTL EQUITY INDEX F (VEU) 255,498 -3,678 $13,733
     VEU255,498-3,678$13,733
ISHARES TR (IWD) 90,292 +1,279 $12,323
     IWD90,292+1,279$12,323
ISHARES TR (SMMV) 338,394 +47,221 $12,003
     SMMV338,394+47,221$12,003
ETF MANAGERS TR (HACK) 266,407 -42,324 $11,061
     HACK266,407-42,324$11,061
ISHARES TR (IWB) 58,134 -136 $10,372
     IWB58,134-136$10,372
VANGUARD TAX MANAGED INTL FD (VEA) 221,276 -6,175 $9,749
     VEA221,276-6,175$9,749
ISHARES TR (EFAV) 130,532 +7,676 $9,730
     EFAV130,532+7,676$9,730
SPDR S&P 500 ETF TR (SPY) 28,952 -1,168 $9,319
     SPY28,952-1,168$9,319
ISHARES INC (ESGE) 258,243 +9,685 $9,279
     ESGE258,243+9,685$9,279
BERKSHIRE HATHAWAY INC DEL      $8,810
     BRK.B37,397-819$8,470
     BRK.A1UNCH$340
EXCHANGE TRADED CONCEPTS TR (ROBO) 157,630 -34,460 $6,620
     ROBO157,630-34,460$6,620
SPDR S&P MIDCAP 400 ETF TR (MDY) 14,227 -14 $5,340
     MDY14,227-14$5,340
ISHARES INC (IEMG) 82,776 -241 $4,450
     IEMG82,776-241$4,450
VANGUARD INDEX FDS (VXF) 27,525 +10,930 $3,468
     VXF27,525+10,930$3,468
INVESCO EXCHNG TRADED FD TR (BKLN) 142,885 +39,029 $3,261
     BKLN142,885+39,029$3,261
APPLE INC 11,099 -500 $3,259
     AAPL11,099-500$3,259
ISHARES TR (IWO) 14,447 +12 $3,095
     IWO14,447+12$3,095
ISHARES TR (IEV) 54,057 UNCH $2,539
     IEV54,057UNCH$2,539
ISHARES TR (IWV) 10,944 -4,247 $2,063
     IWV10,944-4,247$2,063
ISHARES TR (IWF) 11,647 +25 $2,049
     IWF11,647+25$2,049
ISHARES TR (IJR) 23,766 -105 $1,993
     IJR23,766-105$1,993
ISHARES TR (IXUS) 28,113 +10,352 $1,740
     IXUS28,113+10,352$1,740
VANGUARD INTL EQUITY INDEX F (VWO) 34,330 -819 $1,527
     VWO34,330-819$1,527
ISHARES TR (AAXJ) 20,535 +965 $1,509
     AAXJ20,535+965$1,509
ISHARES TR (TIP) 11,792 UNCH $1,375
     TIP11,792UNCH$1,375
ISHARES INC (EPP) 29,638 UNCH $1,372
     EPP29,638UNCH$1,372
AMAZON COM INC 725 -5 $1,340
     AMZN725-5$1,340
INNOVATOR ETFS TR (IJUL) 49,816 -15,370 $1,183
     IJUL49,816-15,370$1,183
ISHARES TR (AGG) 10,247 +41 $1,151
     AGG10,247+41$1,151
INNOVATOR ETFS TR (PJUL) 42,253 +4,868 $1,130
     PJUL42,253+4,868$1,130
MICROSOFT CORP 6,993 -451 $1,103
     MSFT6,993-451$1,103
ALPHABET INC 799 +7 $1,070
     GOOGL799+7$1,070
INTEL CORP 16,699 -800 $999
     INTC16,699-800$999
ISHARES TR (IWN) 7,660 +23 $985
     IWN7,660+23$985
VERIZON COMMUNICATIONS INC 15,405 +141 $946
     VZ15,405+141$946
MEDTRONIC PLC 8,189 +331 $929
     MDT8,189+331$929
VANGUARD INDEX FDS (VO) 4,965 +27 $885
     VO4,965+27$885
JPMORGAN CHASE & CO 6,329 -882 $882
     JPM6,329-882$882
ISHARES TR (DVY) 7,437 UNCH $786
     DVY7,437UNCH$786
VANGUARD SCOTTSDALE FDS (VCSH) 9,644 -1,304 $781
     VCSH9,644-1,304$781
JOHNSON & JOHNSON 4,769 +32 $696
     JNJ4,769+32$696
ROYAL DUTCH SHELL PLC      $649
     RDS.A11,010UNCH$649
ISHARES TR (EFA) 9,324 +10 $647
     EFA9,324+10$647
CONSOLIDATED EDISON INC 6,676 +11 $604
     ED6,676+11$604

See Full List: All Stocks Held By Round Table Services LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Round Table Services LLC

Size ($ in 1000's)
At 12/31/2019: $361,133
At 09/30/2019: $338,015

Round Table Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Round Table Services LLC 13F filings. Link to 13F filings: SEC filings

Round Table Services LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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