Round Rock Advisors LLC Q1 2025 Filing

Filed April 30, 2025

Portfolio Value

$539.2M

Holdings

216

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (216 positions)

StockValue
SHYGISHARES TR
$809K
KOCOCA COLA CO
$789K
ICSHISHARES TR
$763K
IWPISHARES TR
$758K
CGBDCARLYLE SECURED LENDING INC
$741K
KNTKKINETIK HOLDINGS INC
$735K
MDYSPDR S&P MIDCAP 400 ETF TR
$727K
AEMAGNICO EAGLE MINES LTD
$726K
GSGOLDMAN SACHS GROUP INC
$722K
VEAVANGUARD TAX-MANAGED FDS
$702K
IVOGVANGUARD ADMIRAL FDS INC
$668K
AXPAMERICAN EXPRESS CO
$649K
DELLDELL TECHNOLOGIES INC
$643K
SNOWSNOWFLAKE INC
$630K
DGROISHARES TR
$624K
IWMISHARES TR
$615K
MARMARRIOTT INTL INC NEW
$611K
DEDEERE & CO
$596K
EEMISHARES TR
$591K
GEGE AEROSPACE
$576K
BKBANK NEW YORK MELLON CORP
$563K
HDHOME DEPOT INC
$561K
DESWISDOMTREE TR
$555K
VSGXVANGUARD WORLD FD
$555K
PYPLPAYPAL HLDGS INC
$545K
XYLXYLEM INC
$544K
ESMLISHARES TR
$540K
CGXUCAPITAL GROUP INTL FOCUS EQT
$528K
MEMMATTHEWS ASIA FDS
$498K
ORCLORACLE CORP
$490K
PANWPALO ALTO NETWORKS INC
$490K
BLWBLACKROCK LTD DURATION INCOM
$478K
IGAVOYA GLBL ADV & PREM OPP FD
$473K
DISDISNEY WALT CO
$470K
SDYSPDR SER TR
$465K
VBNKVERSABANK NEW
$463K
ONEQFIDELITY COMWLTH TR
$460K
VHTVANGUARD WORLD FD
$450K
YUMYUM BRANDS INC
$447K
VBRVANGUARD INDEX FDS
$435K
NTIPNETWORK-1 TECHNOLOGIES INC
$432K
EMNTPIMCO ETF TR
$430K
ARESARES MANAGEMENT CORPORATION
$421K
NVSNNOVARTIS AG
$418K
SCHXSCHWAB STRATEGIC TR
$406K
TNLTRAVEL PLUS LEISURE CO
$404K
PFEPFIZER INC
$399K
OKEONEOK INC NEW
$395K
MCDMCDONALDS CORP
$384K
UNPUNION PAC CORP
$381K
PNRPENTAIR PLC
$376K
SHOPSHOPIFY INC
$370K
PLTRPALANTIR TECHNOLOGIES INC
$368K
VOEVANGUARD INDEX FDS
$362K
FNDFSCHWAB STRATEGIC TR
$358K
AQLTISHARES TR
$354K
LLYELI LILLY & CO
$351K
GDXVANECK ETF TRUST
$349K
GSIEGOLDMAN SACHS ETF TR
$343K
GILDGILEAD SCIENCES INC
$342K
DDDUPONT DE NEMOURS INC
$334K
IWFISHARES TR
$332K
COSTCOSTCO WHSL CORP NEW
$329K
ACTENACT HLDGS INC
$328K
VTEBVANGUARD MUN BD FDS
$319K
CFGCITIZENS FINL GROUP INC
$316K
VUGVANGUARD INDEX FDS
$310K
CTVACORTEVA INC
$300K
WPCWP CAREY INC
$299K
BACVERIZON COMMUNICATIONS INC
$293K
BXBLACKSTONE INC
$285K
MUBISHARES TR
$281K
SMDVPROSHARES TR
$280K
UALUNITED AIRLS HLDGS INC
$280K
IYHISHARES TR
$279K
PSTLPOSTAL REALTY TRUST INC
$275K
XLFSELECT SECTOR SPDR TR
$274K
SCHASCHWAB STRATEGIC TR
$274K
MUMICRON TECHNOLOGY INC
$271K
HDVISHARES TR
$270K
CINFCINCINNATI FINL CORP
$268K
TAT&T INC
$264K
ISRGINTUITIVE SURGICAL INC
$259K
CARRCARRIER GLOBAL CORPORATION
$255K
BGBBLACKSTONE STRATEGIC CRED 20
$251K
BAMBROOKFIELD ASSET MANAGMT LTD
$250K
VXUSVANGUARD STAR FDS
$246K
IUSVISHARES TR
$245K
ADPAUTOMATIC DATA PROCESSING IN
$240K
ASMLASML HOLDING N V
$235K
VCRVANGUARD WORLD FD
$234K
REGNREGENERON PHARMACEUTICALS
$231K
ESGVVANGUARD WORLD FD
$231K
SBUXSTARBUCKS CORP
$224K
CPTCAMDEN PPTY TR
$221K
BMYBRISTOL-MYERS SQUIBB CO
$221K
CRMSALESFORCE INC
$219K
ALSALLSTATE CORP
$217K
ESGDISHARES TR
$216K
ZBHZIMMER BIOMET HOLDINGS INC
$216K
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