Roundview Capital LLC Buys SPDR Barclays Aggregate Bond ETF, iShares Intermediate Credit Bond ETF, Intuitive Surgical Inc, Sells USG Corp, Selective Insurance Group Inc, The Bank of Princeton

Princeton, NJ, based Investment company Roundview Capital LLC (Current Portfolio) buys SPDR Barclays Aggregate Bond ETF, iShares Intermediate Credit Bond ETF, Intuitive Surgical Inc, Fastenal Co, iShares National Muni Bond ETF, sells USG Corp, Selective Insurance Group Inc, The Bank of Princeton, DuPont de Nemours Inc, Bank of America Corporation during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Roundview Capital LLC. As of 2019Q2, Roundview Capital LLC owns 217 stocks with a total value of $442 million. These are the details of the buys and sells.

For the details of Roundview Capital LLC's stock buys and sells, go to https://www.gurufocus.com/guru/roundview+capital+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Roundview Capital LLC
  1. Berkshire Hathaway Inc (BRK.B) - 149,575 shares, 7.22% of the total portfolio. Shares added by 0.35%
  2. Microsoft Corp (MSFT) - 101,549 shares, 3.08% of the total portfolio. Shares reduced by 1.32%
  3. Apple Inc (AAPL) - 66,702 shares, 2.99% of the total portfolio. Shares added by 0.13%
  4. Schwab Short-Term U.S. Treasury ETF (SCHO) - 245,404 shares, 2.81% of the total portfolio. Shares added by 15.59%
  5. Alphabet Inc (GOOG) - 9,419 shares, 2.31% of the total portfolio. Shares added by 1.43%
New Purchase: Intuitive Surgical Inc (ISRG)

Roundview Capital LLC initiated holding in Intuitive Surgical Inc. The purchase prices were between $458.27 and $585.89, with an estimated average price of $513.67. The stock is now traded at around $509.88. The impact to a portfolio due to this purchase was 0.3%. The holding were 2,562 shares as of .

New Purchase: iShares National Muni Bond ETF (MUB)

Roundview Capital LLC initiated holding in iShares National Muni Bond ETF. The purchase prices were between $110.67 and $113.09, with an estimated average price of $111.96. The stock is now traded at around $114.95. The impact to a portfolio due to this purchase was 0.27%. The holding were 10,605 shares as of .

New Purchase: The Hershey Co (HSY)

Roundview Capital LLC initiated holding in The Hershey Co. The purchase prices were between $113.84 and $138.32, with an estimated average price of $126.94. The stock is now traded at around $155.89. The impact to a portfolio due to this purchase was 0.18%. The holding were 5,910 shares as of .

New Purchase: Cigna Corp (CI)

Roundview Capital LLC initiated holding in Cigna Corp. The purchase prices were between $145.49 and $169.13, with an estimated average price of $156.48. The stock is now traded at around $165.65. The impact to a portfolio due to this purchase was 0.16%. The holding were 4,380 shares as of .

New Purchase: Corteva Inc (CTVA)

Roundview Capital LLC initiated holding in Corteva Inc. The purchase prices were between $24.81 and $29.57, with an estimated average price of $27.28. The stock is now traded at around $29.59. The impact to a portfolio due to this purchase was 0.16%. The holding were 23,475 shares as of .

New Purchase: Constellation Brands Inc (STZ)

Roundview Capital LLC initiated holding in Constellation Brands Inc. The purchase prices were between $176.45 and $212.54, with an estimated average price of $195.35. The stock is now traded at around $193.08. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,380 shares as of .

Added: SPDR Barclays Aggregate Bond ETF (SPAB)

Roundview Capital LLC added to a holding in SPDR Barclays Aggregate Bond ETF by 1168.46%. The purchase prices were between $28.3 and $29.17, with an estimated average price of $28.62. The stock is now traded at around $29.58. The impact to a portfolio due to this purchase was 0.59%. The holding were 96,492 shares as of .

Added: iShares Intermediate Credit Bond ETF (IGIB)

Roundview Capital LLC added to a holding in iShares Intermediate Credit Bond ETF by 174.71%. The purchase prices were between $54.01 and $56.61, with an estimated average price of $54.98. The stock is now traded at around $57.67. The impact to a portfolio due to this purchase was 0.46%. The holding were 55,568 shares as of .

Added: Fastenal Co (FAST)

Roundview Capital LLC added to a holding in Fastenal Co by 99.97%. The purchase prices were between $30.38 and $35.68, with an estimated average price of $32.98. The stock is now traded at around $29.39. The impact to a portfolio due to this purchase was 0.27%. The holding were 73,664 shares as of .

Added: Schwab US Aggregate Bond ETF (SCHZ)

Roundview Capital LLC added to a holding in Schwab US Aggregate Bond ETF by 22.07%. The purchase prices were between $51.44 and $53, with an estimated average price of $52. The stock is now traded at around $53.82. The impact to a portfolio due to this purchase was 0.24%. The holding were 111,891 shares as of .

Added: Union Pacific Corp (UNP)

Roundview Capital LLC added to a holding in Union Pacific Corp by 79.52%. The purchase prices were between $164.74 and $179.2, with an estimated average price of $171.46. The stock is now traded at around $165.67. The impact to a portfolio due to this purchase was 0.19%. The holding were 10,933 shares as of .

Added: Illumina Inc (ILMN)

Roundview Capital LLC added to a holding in Illumina Inc by 70.02%. The purchase prices were between $300.59 and $368.15, with an estimated average price of $324.32. The stock is now traded at around $290.34. The impact to a portfolio due to this purchase was 0.14%. The holding were 4,225 shares as of .

Sold Out: USG Corp (USG)

Roundview Capital LLC sold out a holding in USG Corp. The sale prices were between $43.33 and $43.5, with an estimated average price of $43.4.

Sold Out: Selective Insurance Group Inc (SIGI)

Roundview Capital LLC sold out a holding in Selective Insurance Group Inc. The sale prices were between $63.75 and $77.99, with an estimated average price of $71.2.

Sold Out: Charter Communications Inc (CHTR)

Roundview Capital LLC sold out a holding in Charter Communications Inc. The sale prices were between $345.37 and $398.77, with an estimated average price of $374.51.

Sold Out: The Toro Co (TTC)

Roundview Capital LLC sold out a holding in The Toro Co. The sale prices were between $64.97 and $74.94, with an estimated average price of $70.2.

Sold Out: AmerisourceBergen Corp (ABC)

Roundview Capital LLC sold out a holding in AmerisourceBergen Corp. The sale prices were between $71.06 and $86.44, with an estimated average price of $79.

Sold Out: Philip Morris International Inc (PM)

Roundview Capital LLC sold out a holding in Philip Morris International Inc. The sale prices were between $76.65 and $88.2, with an estimated average price of $82.67.



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