StockDriftsStockDriftsTop 50 Round Table Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.49% | 134.5K | $48K | new | — | 2022-09-30 | |
| NMFC | NEW MTN FIN CORP | 8.61% | 3.80M | $44K | new | — | 2022-09-30 | |
| IWM | ISHARES TR | 6.53% | 201.2K | $33K | new | — | 2022-09-30 | |
| IWD | ISHARES TR | 5.92% | 221.2K | $30K | new | — | 2022-09-30 | |
| BFEB | INNOVATOR ETFS TR | 5.68% | 1.03M | $29K | new | — | 2022-09-30 | |
| IJUL | INNOVATOR ETFS TR | 5.58% | 1.33M | $28K | new | — | 2022-09-30 | |
| IWR | ISHARES TR | 5.43% | 443.8K | $28K | new | — | 2022-09-30 | |
| NJUL | INNOVATOR ETFS TR | 3.99% | 482.6K | $20K | new | — | 2022-09-30 | |
| IAPR | INNOVATOR ETFS TR | 3.83% | 900.9K | $19K | new | — | 2022-09-30 | |
| AAPL | APPLE INC | 3.2% | 117.7K | $16K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Round Table Services, Llc reports $508.26K in US-listed equity holdings across 159 positions in its most recent 13F filing. Its largest disclosed positions are IVV (9.5%), NMFC (8.6%) and IWM (6.5%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Round Table Services, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1375664). View Round Table Services, Llc’s 13F filings on SEC