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RoundAngle Advisors LLC13F | |
| RoundAngle Advisors LLC | |
| Last update 2025-04-28 | 57 Stocks (2 new) |
| Value $109.00 Mil | Turnover 7 % |
RoundAngle Advisors LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJH | iShares Core S&P Mid-Cap ETF | 88,298 | 5,152.2 | +1.99% | 4.730 | +0.09% | 0.010 | +12.58% | +3.00% | 97,797.3 | ||
VTV | Vanguard Value ETF | 27,464 | 4,744.1 | +1.68% | 4.360 | +0.07% | 0.000 | +9.57% | +7.46% | 135,011.0 | ||
AAPL | Apple Inc | 21,167 | 4,701.8 | -1.21% | 4.320 | -0.06% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
NOBL |
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
| 44,915 | 4,589.4 | +2.99% | 4.220 | +0.12% | 0.040 | +7.61% | +6.11% | 11,680.1 | ||
GLD | SPDR Gold Shares ETF | 15,654 | 4,510.5 | +3.13% | 4.140 | +0.13% | 0.000 | +0.71% | +28.14% | 102,170.3 | ||
VOE | Vanguard Mid-Cap Value ETF | 27,560 | 4,424.5 | +26.75% | 4.060 | +0.86% | 0.020 | +9.65% | +5.97% | 17,729.7 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 71,246 | 4,232.0 | -1.76% | 3.890 | -0.07% | 0.010 | +0.79% | +4.12% | 31,579.5 | ||
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 52,456 | 3,078.6 | -1.37% | 2.830 | -0.04% | 0.010 | +0.70% | +2.70% | 22,497.1 | ||
AVGO | Broadcom Inc | 17,723 | 2,967.4 | -0.46% | 2.730 | -0.02% | 0.000 | +53.81% | +25.20% | 1,357,939.1 | Semiconductors | |
AMZN | Amazon.com Inc | 15,206 | 2,893.1 | -0.21% | 2.660 | -0.01% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical |
RoundAngle Advisors LLC's Historical Top Holdings Breakdowns
RoundAngle Advisors LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +2.20% | 663000 ($729331) 801950 | $725,700.00 | -0.50% | New holding | 3 | 3 | |
DLR | Digital Realty Trust Inc | 2025-03-31 | New Buy New Buy | +1.33% | 142.1 ($162.65) 183.56 | $180.02 | 10.68% | New holding | 10,069 | 10,069 | |
SCCO | Southern Copper Corp | 2025-03-31 | Sold Out Sold Out | -1.14% | 85.92 ($94.09) 101.48 | $99.48 | 5.73% | Sold Out | 0 | -13,265 | |
VOE | Vanguard Mid-Cap Value ETF | 2025-03-31 | Add Add | +0.86% | 156.61 ($163.49) 168.02 | $169.42 | 3.63% | Add 26.75% | 27,560 | 5,816 | |
F | Ford Motor Co | 2025-03-31 | Sold Out Sold Out | -0.82% | 9.12 ($9.77) 10.43 | $11.26 | 15.25% | Sold Out | 0 | -87,434 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.19% | 106.98 ($126.74) 149.43 | $173.74 | 37.08% | Add 11.09% | 19,090 | 1,905 | |
EPI | WisdomTree India Earnings Fund | 2025-03-31 | Add Add | +0.17% | 40.08 ($42.88) 45.84 | $46.06 | 7.42% | Add 12.7% | 37,246 | 4,197 | |
GEO | The GEO Group Inc | 2025-03-31 | Add Add | +0.16% | 22.92 ($28.67) 35.35 | $24.55 | -14.37% | Add 20.09% | 34,611 | 5,791 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.16% | 576.36 ($645.17) 736.67 | $714.80 | 10.79% | Add 14.13% | 2,447 | 303 | |
MO | Altria Group Inc | 2025-03-31 | Add Add | +0.14% | 50.81 ($54.6) 60.02 | $59.61 | 9.18% | Add 9.98% | 28,651 | 2,601 |
RoundAngle Advisors LLC Total Holding History ($B)
RoundAngle Advisors LLC's Asset Allocation
RoundAngle Advisors LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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RoundAngle Advisors LLC's Hypothetical Growth since 2025-03-31
RoundAngle Advisors LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
RoundAngle Advisors LLC's Holdings Heat Map
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RoundAngle Advisors LLC's Holdings Bubble Chart
RoundAngle Advisors LLC News
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