Investing in Roundview Capital LLC: Comparing Q3 2022 and Q4 2022 13F Holdings

In the world of finance, every investor is constantly on the lookout for new investment opportunities. One such investment opportunity is Roundview Capital LLC, a limited liability company that specializes in investment management. As a savvy investor, you might be interested in purchasing stock in this company. But before you do that, it's wise to conduct some research. And one helpful tool is the 13F filing that the Securities and Exchange Commission (SEC) requires institutional investment managers to submit.

Roundview Capital LLC recently submitted their 13F filing for Q3 2022 and Q4 2022. The filing reveals the company's holdings of publicly traded securities as of the end of each quarter. By comparing the Q3 and Q4 filings, investors can get a glimpse of Roundview Capital LLC's investment strategy. Let's take a closer look.

Berkshire Hathaway Inc Del

In Q4 2022, Roundview Capital LLC increased its holdings of Berkshire Hathaway Inc Del by about 4%. The company now owns 164,335 shares, worth around $50.8 million. This increase suggests that Roundview Capital LLC has faith in Berkshire Hathaway's long-term prospects.

Apple Inc

Roundview Capital LLC did not make any significant changes to its holdings of Apple Inc. The company owns 304,694 shares, worth around $39.6 million. This suggests that Roundview Capital LLC is confident in Apple's ability to generate strong returns for its investors.

Microsoft Corp

Roundview Capital LLC made only a minor change to its holdings of Microsoft Corp in Q4 2022. The company now owns 130,453 shares, worth around $31.3 million. This suggests that Roundview Capital LLC is still bullish on Microsoft's long-term prospects.

Alphabet Inc

In Q4 2022, Roundview Capital LLC reduced its holdings of Alphabet Inc by about 1%. The company now owns 244,469 shares, worth around $21.7 million. This decrease suggests that Roundview Capital LLC may be reevaluating its position on Alphabet.

Vanguard Index Fds

Roundview Capital LLC increased its holdings of Vanguard Index Fds by about 7% in Q4 2022. The company now owns 60,606 shares, worth around $21.3 million. This increase suggests that Roundview Capital LLC believes that the fund will continue to generate strong returns.

Vanguard Scottsdale Fds

In Q4 2022, Roundview Capital LLC reduced its holdings of Vanguard Scottsdale Fds by about 15%. The company now owns 225,627 shares, worth around $16.9 million. It's unclear why Roundview Capital LLC made this decrease.

Vanguard Intl Equity Index F

Roundview Capital LLC increased its holdings of Vanguard Intl Equity Index F by about 9% in Q4 2022. The company now owns 182,965 shares, worth around $7.1 million. This increase suggests that Roundview Capital LLC is bullish on the international equity market.

Schwab Strategic Tr

In Q4 2022, Roundview Capital LLC reduced its holdings of Schwab Strategic Tr by about 5%. The company now owns 299,822 shares, worth around $14.5 million. It's unclear why Roundview Capital LLC made this decrease.

Conclusion

In conclusion, Roundview Capital LLC made some interesting changes to its holdings in Q4 2022. The company increased its holdings in some stocks, such as Berkshire Hathaway and Vanguard Index Fds, while it reduced its holdings in other stocks, such as Alphabet and Vanguard Scottsdale Fds. These changes suggest that Roundview Capital LLC is constantly evaluating its investment strategy and adjusting its holdings accordingly. As an investor, it's wise to keep an eye on Roundview Capital LLC's 13F filings to stay informed of any changes in the company's investment strategy.