Roundangle Advisors LLC Top Holdings and 13F Report (2025) About Roundangle Advisors LLCInvestment ActivityRoundangle Advisors LLC has $119.72 million in total holdings as of June 30, 2025.Roundangle Advisors LLC owns shares of 58 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 1.83% of the portfolio was purchased this quarter.About 1.39% of the portfolio was sold this quarter.This quarter, Roundangle Advisors LLC has purchased 57 new stocks and bought additional shares in 36 stocks.Roundangle Advisors LLC sold shares of 18 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P Mid-Cap ETF $5,278,832Vanguard Value ETF $4,902,591Broadcom $4,852,835SPDR Gold Shares $4,782,783ProShares S&P 500 Aristocrats ETF $4,571,679 Largest New Holdings this Quarter 00110G408 - AGF U.S. Market Neutral Anti-Beta Fund $237,339 Holding Largest Purchases this Quarter AGF U.S. Market Neutral Anti-Beta Fund 13,409 shares (about $237.34K)iShares MSCI USA Momentum Factor ETF 968 shares (about $232.63K)Consumer Staples Select Sector SPDR Fund 2,412 shares (about $195.30K)NVIDIA 1,021 shares (about $161.31K)Digital Realty Trust 701 shares (about $122.21K) Largest Sales this Quarter Limbach 2,563 shares (about $359.08K)SPDR S&P Oil & Gas Exploration & Production ETF 2,767 shares (about $348.09K)iShares Core S&P Mid-Cap ETF 3,183 shares (about $197.41K)Vanguard Intermediate-Term Treasury ETF 3,125 shares (about $186.91K)Vanguard Short-Term Treasury ETF 2,043 shares (about $120.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRoundangle Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIJHiShares Core S&P Mid-Cap ETF$5,278,832$197,410 ▼-3.6%85,1154.4%ETFVTVVanguard Value ETF$4,902,591$48,604 ▲1.0%27,7394.1%ETFAVGOBroadcom$4,852,835$32,527 ▼-0.7%17,6054.1%Computer and TechnologyGLDSPDR Gold Shares$4,782,783$10,974 ▲0.2%15,6904.0%FinanceNOBLProShares S&P 500 Aristocrats ETF$4,571,679$48,739 ▲1.1%45,3993.8%ETFVOEVanguard Mid-Cap Value ETF$4,451,274$81,243 ▼-1.8%27,0663.7%ETFAAPLApple$4,394,331$51,498 ▲1.2%21,4183.7%Computer and TechnologyVGITVanguard Intermediate-Term Treasury ETF$4,074,339$186,907 ▼-4.4%68,1213.4%ETFMTUMiShares MSCI USA Momentum Factor ETF$3,521,890$232,630 ▲7.1%14,6552.9%ETFAMZNAmazon.com$3,329,682$6,362 ▼-0.2%15,1772.8%Retail/WholesaleMSFTMicrosoft$3,210,115$4,476 ▲0.1%6,4542.7%Computer and TechnologyNVDANVIDIA$3,177,337$161,308 ▲5.3%20,1112.7%Computer and TechnologySLViShares Silver Trust$2,966,713$10,827 ▼-0.4%90,4212.5%ETFVGSHVanguard Short-Term Treasury ETF$2,963,276$120,088 ▼-3.9%50,4132.5%ETFIBMInternational Business Machines$2,684,561$102,289 ▲4.0%9,1072.2%Computer and TechnologyWMTWalmart$2,541,791$10,267 ▲0.4%25,9952.1%Retail/WholesaleVUGVanguard Growth ETF$2,438,381$63,130 ▲2.7%5,5622.0%ETFJPMJPMorgan Chase & Co.$2,424,227$8,117 ▲0.3%8,3622.0%FinanceIJRiShares Core S&P Small-Cap ETF$2,263,177$6,120 ▼-0.3%20,7081.9%ETFWMBWilliams Companies$2,244,578$15,891 ▲0.7%35,7361.9%EnergyBRK.ABerkshire Hathaway$2,186,4000.0%31.8%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$2,118,191$44,860 ▲2.2%25,5451.8%ETFGSThe Goldman Sachs Group$2,016,380$79,268 ▲4.1%2,8491.7%FinanceVBRVanguard Small-Cap Value ETF$2,006,750$24,570 ▼-1.2%10,2911.7%ETFEWJiShares MSCI Japan ETF$1,929,503$25,115 ▲1.3%25,7371.6%ETFGOOGLAlphabet$1,927,251$75,955 ▲4.1%10,9361.6%Computer and TechnologyDLRDigital Realty Trust$1,877,534$122,205 ▲7.0%10,7701.6%FinanceMETAMeta Platforms$1,866,630$60,523 ▲3.4%2,5291.6%Computer and TechnologyABBVAbbVie$1,865,600$20,232 ▲1.1%10,0511.6%MedicalEPIWisdomTree India Earnings Fund$1,830,111$62,043 ▲3.5%38,5531.5%FinanceVVisa$1,823,892$28,759 ▲1.6%5,1371.5%Business ServicesMOAltria Group$1,728,530$48,722 ▲2.9%29,4821.4%Consumer StaplesOCULOcular Therapeutix$1,723,352$94,368 ▼-5.2%185,7061.4%MedicalLLYEli Lilly and Company$1,644,029$75,614 ▲4.8%2,1091.4%MedicalISHARES BITCOIN TRUST ETF$1,592,317$41,317 ▼-2.5%26,0141.3%SHS BEN INTXOMExxon Mobil$1,476,968$10,888 ▲0.7%13,7011.2%EnergyIVViShares Core S&P 500 ETF$1,459,115$14,281 ▲1.0%2,3501.2%ETFPALANTIR TECHNOLOGIES INC$1,449,763$32,308 ▼-2.2%10,6351.2%CL AVZVerizon Communications$1,406,924$49,760 ▲3.7%32,5151.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,387,688$15,694 ▲1.1%16,6231.2%ETFCBChubb$1,289,254$101,692 ▲8.6%4,4501.1%FinanceJEPIJPMorgan Equity Premium Income ETF$1,284,355$3,638 ▲0.3%22,5921.1%ETFXARSPDR S&P Aerospace & Defense ETF$1,222,397$23,836 ▲2.0%5,7951.0%ETFXLPConsumer Staples Select Sector SPDR Fund$1,202,890$195,300 ▲19.4%14,8561.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,092,966$42,056 ▲4.0%13,7480.9%ETFXLFFinancial Select Sector SPDR Fund$1,052,061$18,696 ▲1.8%20,0890.9%ETFSOXXiShares Semiconductor ETF$1,033,332$34,373 ▲3.4%4,3290.9%ETFGEOGeo Group$841,124$12,191 ▲1.5%35,1200.7%Business ServicesCIBRFirst Trust Nasdaq Cybersecurity ETF$817,171$28,494 ▲3.6%10,8120.7%ManufacturingIWMiShares Russell 2000 ETF$559,543$62,147 ▼-10.0%2,5930.5%FinanceXOPSPDR S&P Oil & Gas Exploration & Production ETF$548,111$348,089 ▼-38.8%4,3570.5%ETFBSVVanguard Short-Term Bond ETF$500,926$11,962 ▼-2.3%6,3650.4%ETFBIVVanguard Intermediate-Term Bond ETF$432,795$24,362 ▼-5.3%5,5960.4%ETFLMBLimbach$417,638$359,076 ▼-46.2%2,9810.3%ConstructionPHParker-Hannifin$332,4720.0%4760.3%IndustrialsGOOGAlphabet$244,9760.0%1,3810.2%Computer and TechnologyBTALAGF U.S. Market Neutral Anti-Beta Fund$237,339$237,339 ▲New Holding13,4090.2%ETFVBVanguard Small-Cap ETF$222,287$25,357 ▼-10.2%9380.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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