HoldingsChannel.com
Roundview Capital LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $30,044
     BRK.B159,863+4,834$29,228
     BRK.A3UNCH$816
SCHWAB STRATEGIC TR 355,207 +39,912 $18,375
     SCHO355,207+39,912$18,375
APPLE INC 72,069 +2,825 $18,326
     AAPL72,069+2,825$18,326
MICROSOFT CORP 111,865 +6,860 $17,642
     MSFT111,865+6,860$17,642
ALPHABET INC 10,515 +576 $12,227
     GOOG10,515+576$12,227
VANGUARD SCOTTSDALE FDS (VCSH) 127,089 +698 $10,053
     VCSH127,089+698$10,053
INVESCO QQQ TR 47,562 +4,530 $9,056
     QQQ47,562+4,530$9,056
AMAZON COM INC 4,476 +694 $8,727
     AMZN4,476+694$8,727
DISNEY WALT CO 82,830 +9,974 $8,001
     DIS82,830+9,974$8,001
VANGUARD BD INDEX FD INC (BND) 89,776 +27,515 $7,662
     BND89,776+27,515$7,662
SPDR SERIES TRUST (SPTS) 234,811 +3,924 $7,213
     SPTS234,811+3,924$7,213
JOHNSON & JOHNSON 54,981 -2,455 $7,210
     JNJ54,981-2,455$7,210
SCHWAB STRATEGIC TR 130,609 +5,335 $7,088
     SCHZ130,609+5,335$7,088
MASTERCARD INC 28,645 +41 $6,919
     MA28,645+41$6,919
VANGUARD INDEX FDS (VTI) 52,538 +15,549 $6,773
     VTI52,538+15,549$6,773
ISHARES TR (IGIB) 120,849 +26,437 $6,637
     IGIB120,849+26,437$6,637
ISHARES TR (EEM) 186,484 -7,128 $6,365
     EEM186,484-7,128$6,365
MCDONALDS CORP 36,747 +2,943 $6,076
     MCD36,747+2,943$6,076
SCHWAB STRATEGIC TR 100,433 -8,191 $6,069
     SCHB100,433-8,191$6,069
NIKE INC 69,585 +9,616 $5,758
     NKE69,585+9,616$5,758
VANGUARD BD INDEX FD INC (BSV) 64,011 +2,719 $5,260
     BSV64,011+2,719$5,260
ISHARES TR (AGG) 44,604 +26,805 $5,146
     AGG44,604+26,805$5,146
WALMART INC 44,639 +3,605 $5,072
     WMT44,639+3,605$5,072
JPMORGAN CHASE & CO 51,904 +2,131 $4,673
     JPM51,904+2,131$4,673
ALTERYX INC 46,581 +8,806 $4,433
     AYX46,581+8,806$4,433
SPDR SERIES TRUST (SPAB) 138,516 -392 $4,186
     SPAB138,516-392$4,186
PEPSICO INC 34,812 +5,447 $4,181
     PEP34,812+5,447$4,181
ISHARES GOLD TRUST (IAU) 262,451 -2,170 $3,955
     IAU262,451-2,170$3,955
MERCK & CO INC 51,152 +1,014 $3,936
     MRK51,152+1,014$3,936
UNITEDHEALTH GROUP INC 15,341 +2,180 $3,826
     UNH15,341+2,180$3,826
PROCTER AND GAMBLE CO 34,206 +2,243 $3,763
     PG34,206+2,243$3,763
SELECT SECTOR SPDR TR (XLU) 66,999 +4,863 $3,712
     XLU66,999+4,863$3,712
ABBVIE INC 45,471 +16,038 $3,464
     ABBV45,471+16,038$3,464
ISHARES TR (SUB) 32,465 -13,570 $3,451
     SUB32,465-13,570$3,451
FACEBOOK INC 19,349 +2,843 $3,227
     FB19,349+2,843$3,227
VISA INC 20,025 +6,700 $3,226
     V20,025+6,700$3,226
COSTCO WHSL CORP NEW 10,936 -5 $3,118
     COST10,936-5$3,118
UNITED TECHNOLOGIES CORP 32,817 +825 $3,096
     UTX32,817+825$3,096
APPIAN CORP 75,815 +899 $3,050
     APPN75,815+899$3,050
DANAHER CORPORATION 21,638 +6,544 $2,995
     DHR21,638+6,544$2,995
COCA COLA CO 63,149 +4,779 $2,794
     KO63,149+4,779$2,794
LIBERTY MEDIA CORP DELAWARE 137,547 +8,195 $2,682
     BATRA137,547+8,195$2,682
VANGUARD INDEX FDS (VOO) 11,026 +9,100 $2,611
     VOO11,026+9,100$2,611
PAYPAL HLDGS INC 26,700 -75 $2,556
     PYPL26,700-75$2,556
COMCAST CORP NEW 72,444 +12,633 $2,491
     CMCSA72,444+12,633$2,491
SCHWAB STRATEGIC TR 118,879 +392 $2,460
     SCHE118,879+392$2,460
SALESFORCE COM INC 17,042 +261 $2,454
     CRM17,042+261$2,454
AT&T INC 82,829 +7,673 $2,414
     T82,829+7,673$2,414
VERIZON COMMUNICATIONS INC 44,754 +2,442 $2,405
     VZ44,754+2,442$2,405
CHEVRON CORP NEW 32,580 +4,225 $2,361
     CVX32,580+4,225$2,361

See Full List: All Stocks Held By Roundview Capital LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Roundview Capital LLC

Size ($ in 1000's)
At 03/31/2020: $473,027
At 12/31/2019: $526,136

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

Roundview Capital LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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