HoldingsChannel.com
Roundview Capital LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $30,847
     BRK.B149,054+710$29,943
     BRK.A3UNCH$904
APPLE INC 66,617 -1,136 $12,654
     AAPL66,617-1,136$12,654
MICROSOFT CORP 102,910 -1,424 $12,137
     MSFT102,910-1,424$12,137
ALPHABET INC 9,286 -104 $10,895
     GOOG9,286-104$10,895
SCHWAB STRATEGIC TR 212,305 +158,130 $10,656
     SCHO212,305+158,130$10,656
ISHARES TR (EEM) 199,831 -1,546 $8,577
     EEM199,831-1,546$8,577
VANGUARD SCOTTSDALE FDS (VCSH) 100,474 -661 $8,014
     VCSH100,474-661$8,014
DISNEY WALT CO 68,476 +834 $7,603
     DIS68,476+834$7,603
JOHNSON & JOHNSON 54,025 -100 $7,552
     JNJ54,025-100$7,552
MASTERCARD INC 28,698 +716 $6,757
     MA28,698+716$6,757
SCHWAB STRATEGIC TR 92,955 +12,749 $6,326
     SCHB92,955+12,749$6,326
INVESCO QQQ TR 34,581 +304 $6,213
     QQQ34,581+304$6,213
MCDONALDS CORP 29,983 -95 $5,694
     MCD29,983-95$5,694
AMAZON COM INC 3,168 +64 $5,641
     AMZN3,168+64$5,641
ISHARES TR (SUB) 48,220 +48,220 $5,111
     SUB48,220+48,220$5,111
VANGUARD BD INDEX FD INC (BSV) 61,975 -945 $4,933
     BSV61,975-945$4,933
SCHWAB STRATEGIC TR 91,663 +34,529 $4,755
     SCHZ91,663+34,529$4,755
JPMORGAN CHASE & CO 43,872 +152 $4,441
     JPM43,872+152$4,441
VANGUARD INDEX FDS (VTI) 30,198 +231 $4,370
     VTI30,198+231$4,370
NIKE INC 51,796 +4,772 $4,362
     NKE51,796+4,772$4,362
ALTERYX INC 48,845 -785 $4,097
     AYX48,845-785$4,097
EXXON MOBIL CORP 49,921 -1,720 $4,034
     XOM49,921-1,720$4,034
UNITED TECHNOLOGIES CORP 31,282 -217 $4,032
     UTX31,282-217$4,032
VANGUARD BD INDEX FD INC (BND) 47,540 -20 $3,859
     BND47,540-20$3,859
DOWDUPONT INC 72,303 -1,439 $3,854
     DWDP72,303-1,439$3,854
MERCK & CO INC 46,188 -166 $3,841
     MRK46,188-166$3,841
FEDEX CORP 20,342 +53 $3,690
     FDX20,342+53$3,690
WALMART INC 37,466 +228 $3,654
     WMT37,466+228$3,654
LIBERTY MEDIA CORP DELAWAR 127,935 -1,210 $3,575
     BATRA127,935-1,210$3,575
CHEVRON CORP NEW 28,507 -211 $3,512
     CVX28,507-211$3,512
BANK AMER CORP 125,341 -59,196 $3,458
     BAC125,341-59,196$3,458
PFIZER INC 80,182 +6,792 $3,405
     PFE80,182+6,792$3,405
PEPSICO INC 27,000 +8,056 $3,309
     PEP27,000+8,056$3,309
PROCTER AND GAMBLE CO 31,688 -251 $3,297
     PG31,688-251$3,297
ISHARES GOLD TRUST (IAU) 265,784 -4,670 $3,290
     IAU265,784-4,670$3,290
SELECT SECTOR SPDR TR (XLU) 54,869 +11,700 $3,192
     XLU54,869+11,700$3,192
SOUTHWEST AIRLS CO 60,896 +3,771 $3,161
     LUV60,896+3,771$3,161
U S G CORP 72,966 -10 $3,159
     USG72,966-10$3,159
SCHWAB STRATEGIC TR 117,996 +772 $3,069
     SCHE117,996+772$3,069
BANK PRINCETON NEW JERSEY 95,357 -300 $3,026
     BPRN95,357-300$3,026
SCHWAB STRATEGIC TR 55,557 +2,047 $2,905
     SCHD55,557+2,047$2,905
3M CO 13,740 -127 $2,855
     MMM13,740-127$2,855
APPIAN CORP 81,462 +820 $2,805
     APPN81,462+820$2,805
PAYPAL HLDGS INC 26,915 +114 $2,795
     PYPL26,915+114$2,795
SELECTIVE INS GROUP INC 43,277 UNCH $2,739
     SIGI43,277UNCH$2,739
BOEING CO 7,175 -123 $2,737
     BA7,175-123$2,737
UNITEDHEALTH GROUP INC 11,026 +9 $2,726
     UNH11,026+9$2,726
VERIZON COMMUNICATIONS INC 45,937 +94 $2,716
     VZ45,937+94$2,716
SCHWAB STRATEGIC TR 57,937 +15,662 $2,574
     SCHH57,937+15,662$2,574
DANAHER CORPORATION 19,436 +1,396 $2,566
     DHR19,436+1,396$2,566

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 03/31/2019: $420,843
At 12/31/2018: $356,620

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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