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Round Table Services, LLC Buys iShares Core S&P 500, iShares Russell 2000, Vanguard FTSE All World Ex US, Sells iShares International Select Dividend, ETFMG Prime Cyber Security, iShares Russell 1000

Westfield, NJ, based Investment company Round Table Services, LLC (Current Portfolio) buys iShares Core S&P 500, iShares Russell 2000, Vanguard FTSE All World Ex US, New Mountain Finance Corp, Royal Dutch Shell PLC, sells iShares International Select Dividend, ETFMG Prime Cyber Security, iShares Russell 1000, iShares Russell 1000 Growth, Alphabet Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Round Table Services, LLC. As of 2020Q1, Round Table Services, LLC owns 67 stocks with a total value of $207 million. These are the details of the buys and sells.

For the details of Round Table Services, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/round+table+services%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Round Table Services, LLC
  1. iShares Core S&P 500 (IVV) - 189,329 shares, 23.62% of the total portfolio. Shares added by 114.13%
  2. iShares Russell 2000 (IWM) - 158,413 shares, 8.75% of the total portfolio. Shares added by 64.54%
  3. Vanguard FTSE All World Ex US (VEU) - 408,939 shares, 8.10% of the total portfolio. Shares added by 60.06%
  4. New Mountain Finance Corp (NMFC) - 2,284,440 shares, 7.50% of the total portfolio. Shares added by 35.07%
  5. iShares Russell Mid-Cap (IWR) - 286,875 shares, 5.98% of the total portfolio. Shares reduced by 16.33%
New Purchase: Charles Schwab Corp (SCHW)

Round Table Services, LLC initiated holding in Charles Schwab Corp. The purchase prices were between $28.43 and $49, with an estimated average price of $42.23. The stock is now traded at around $34.90. The impact to a portfolio due to this purchase was 0.24%. The holding were 14,882 shares as of .

New Purchase: Vanguard S&P 500 (VOO)

Round Table Services, LLC initiated holding in Vanguard S&P 500. The purchase prices were between $204.27 and $310.92, with an estimated average price of $282.37. The stock is now traded at around $263.04. The impact to a portfolio due to this purchase was 0.21%. The holding were 1,796 shares as of .

New Purchase: The Trade Desk Inc (TTD)

Round Table Services, LLC initiated holding in The Trade Desk Inc. The purchase prices were between $144.39 and $315.43, with an estimated average price of $259.82. The stock is now traded at around $303.64. The impact to a portfolio due to this purchase was 0.19%. The holding were 2,000 shares as of .

New Purchase: iShares MBS ETF (MBB)

Round Table Services, LLC initiated holding in iShares MBS ETF. The purchase prices were between $105.3 and $110.44, with an estimated average price of $108.82. The stock is now traded at around $110.89. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,409 shares as of .

New Purchase: Fidelity MSCI Information Technology Index (FTEC)

Round Table Services, LLC initiated holding in Fidelity MSCI Information Technology Index. The purchase prices were between $54.79 and $80.45, with an estimated average price of $71.44. The stock is now traded at around $71.31. The impact to a portfolio due to this purchase was 0.18%. The holding were 6,000 shares as of .

New Purchase: VanEck Vectors Oil Services (OIH)

Round Table Services, LLC initiated holding in VanEck Vectors Oil Services. The purchase prices were between $3.39 and $13.76, with an estimated average price of $9.53. The stock is now traded at around $102.05. The impact to a portfolio due to this purchase was 0.15%. The holding were 75,000 shares as of .

Added: iShares Core S&P 500 (IVV)

Round Table Services, LLC added to a holding in iShares Core S&P 500 by 114.13%. The purchase prices were between $223.25 and $337.76, with an estimated average price of $304.65. The stock is now traded at around $287.14. The impact to a portfolio due to this purchase was 12.59%. The holding were 189,329 shares as of .

Added: iShares Russell 2000 (IWM)

Round Table Services, LLC added to a holding in iShares Russell 2000 by 64.54%. The purchase prices were between $99.52 and $168.88, with an estimated average price of $148.55. The stock is now traded at around $126.65. The impact to a portfolio due to this purchase was 3.43%. The holding were 158,413 shares as of .

Added: Vanguard FTSE All World Ex US (VEU)

Round Table Services, LLC added to a holding in Vanguard FTSE All World Ex US by 60.06%. The purchase prices were between $35.86 and $54.78, with an estimated average price of $49.6. The stock is now traded at around $42.97. The impact to a portfolio due to this purchase was 3.04%. The holding were 408,939 shares as of .

Added: New Mountain Finance Corp (NMFC)

Round Table Services, LLC added to a holding in New Mountain Finance Corp by 35.07%. The purchase prices were between $5.15 and $14.44, with an estimated average price of $12.43. The stock is now traded at around $7.26. The impact to a portfolio due to this purchase was 1.95%. The holding were 2,284,440 shares as of .

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Round Table Services, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 199.50%. The purchase prices were between $169.3 and $236.98, with an estimated average price of $212.89. The stock is now traded at around $217.66. The impact to a portfolio due to this purchase was 0.33%. The holding were 5,418 shares as of .

Added: Royal Dutch Shell PLC (RDS.A)

Round Table Services, LLC added to a holding in Royal Dutch Shell PLC by 179.00%. The purchase prices were between $21.62 and $60.96, with an estimated average price of $47.13. The stock is now traded at around $33.07. The impact to a portfolio due to this purchase was 0.33%. The holding were 30,718 shares as of .

Sold Out: Alphabet Inc (GOOGL)

Round Table Services, LLC sold out a holding in Alphabet Inc. The sale prices were between $1054.13 and $1524.87, with an estimated average price of $1359.46.

Sold Out: Medtronic PLC (MDT)

Round Table Services, LLC sold out a holding in Medtronic PLC. The sale prices were between $72.92 and $121.3, with an estimated average price of $106.86.

Sold Out: Citigroup Inc (C)

Round Table Services, LLC sold out a holding in Citigroup Inc. The sale prices were between $35.39 and $81.91, with an estimated average price of $67.72.

Sold Out: Philip Morris International Inc (PM)

Round Table Services, LLC sold out a holding in Philip Morris International Inc. The sale prices were between $59.98 and $89.64, with an estimated average price of $82.53.

Sold Out: Facebook Inc (FB)

Round Table Services, LLC sold out a holding in Facebook Inc. The sale prices were between $146.01 and $223.23, with an estimated average price of $196.62.

Sold Out: Baxter International Inc (BAX)

Round Table Services, LLC sold out a holding in Baxter International Inc. The sale prices were between $71.57 and $93.3, with an estimated average price of $86.41.



Here is the complete portfolio of Round Table Services, LLC. Also check out:

1. Round Table Services, LLC's Undervalued Stocks
2. Round Table Services, LLC's Top Growth Companies, and
3. Round Table Services, LLC's High Yield stocks
4. Stocks that Round Table Services, LLC keeps buying

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