Roundangle Advisors LLC Top Holdings and 13F Report (2025) About Roundangle Advisors LLCInvestment ActivityRoundangle Advisors LLC has $105.01 million in total holdings as of December 31, 2024.Roundangle Advisors LLC owns shares of 58 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P Mid-Cap ETF $5,394,364Apple $5,365,499Vanguard Value ETF $4,572,793ProShares S&P 500 Aristocrats ETF $4,341,575Vanguard Intermediate-Term Treasury Index ETF $4,206,239 Sector AllocationMap of 500 Largest Holdings ofRoundangle Advisors LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIJHiShares Core S&P Mid-Cap ETF$5,394,36486,5735.1%ETFAAPLApple$5,365,49921,4265.1%Computer and TechnologyVTVVanguard Value ETF$4,572,79327,0104.4%ETFNOBLProShares S&P 500 Aristocrats ETF$4,341,57543,6124.1%ETFVGITVanguard Intermediate-Term Treasury Index ETF$4,206,23972,5214.0%ETFAVGOBroadcom$4,127,92517,8053.9%Computer and TechnologyGLDSPDR Gold Shares$3,675,29115,1793.5%FinanceVOEVanguard Mid-Cap Value ETF$3,517,52721,7443.3%ETFAMZNAmazon.com$3,343,06515,2383.2%Retail/WholesaleVGSHVanguard Short-Term Treasury Index ETF$3,094,36153,1862.9%ETFMTUMiShares MSCI USA Momentum Factor ETF$2,681,47612,9592.6%ETFMSFTMicrosoft$2,675,1176,3472.5%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$2,359,24520,4762.2%ETFNVDANVIDIA$2,307,77417,1852.2%Computer and TechnologySLViShares Silver Trust$2,280,07386,5962.2%ETFWMTWalmart$2,210,68424,4682.1%Retail/WholesaleVBRVanguard Small-Cap Value ETF$2,117,85110,6872.0%ETFVUGVanguard Growth ETF$2,059,9985,0192.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,981,30424,6831.9%ETFGOOGLAlphabet$1,953,00810,3171.9%Computer and TechnologyJPMJPMorgan Chase & Co.$1,920,0778,0101.8%FinanceWMBWilliams Companies$1,906,70235,2311.8%Oils/EnergyIBMInternational Business Machines$1,847,4518,4041.8%Computer and TechnologyABBVAbbVie$1,730,0239,7361.6%MedicalOCULOcular Therapeutix$1,694,814198,4561.6%MedicalEWJiShares MSCI Japan ETF$1,645,69524,5261.6%ETFLLYEli Lilly and Company$1,523,9281,9741.5%MedicalEPIWisdomTree India Earnings Fund$1,496,12833,0491.4%FinanceVVisa$1,486,9684,7051.4%Business ServicesGSThe Goldman Sachs Group$1,447,0112,5271.4%FinanceXOMExxon Mobil$1,420,78513,2081.4%Oils/EnergyMOAltria Group$1,362,15526,0501.3%Consumer StaplesISHARES BITCOIN TRUST ETF$1,351,71425,4801.3%SHS BEN INTIVViShares Core S&P 500 ETF$1,340,4242,2771.3%ETFJEPIJPMorgan Equity Premium Income ETF$1,284,76022,3321.2%ETFMETAMeta Platforms$1,255,3332,1441.2%Computer and TechnologySCCOSouthern Copper$1,200,09113,1691.1%Basic MaterialsIEFAiShares Core MSCI EAFE ETF$1,156,80916,4601.1%ETFVZVerizon Communications$1,145,11428,6351.1%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,049,93713,4591.0%ETFCBChubb$1,048,5593,7951.0%FinanceXLPConsumer Staples Select Sector SPDR Fund$955,26912,1520.9%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$914,0156,9050.9%ETFXARSPDR S&P Aerospace & Defense ETF$906,5385,4670.9%ETFFFord Motor$865,59787,4340.8%Auto/Tires/TrucksXLFFinancial Select Sector SPDR Fund$828,66617,1460.8%ETFPALANTIR TECHNOLOGIES INC$818,99710,8290.8%CL AGEOThe GEO Group$806,38428,8200.8%FinanceSOXXiShares Semiconductor ETF$757,0163,5130.7%ETFIWMiShares Russell 2000 ETF$675,0333,0550.6%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$622,8899,8170.6%ManufacturingBSVVanguard Short-Term Bond ETF$508,6686,5830.5%ETFLMBLimbach$474,2345,5440.5%ConstructionBIVVanguard Intermediate-Term Bond ETF$443,1495,9300.4%ETFPHParker-Hannifin$302,7504760.3%Industrial ProductsGOOGAlphabet$262,9981,3810.3%Computer and TechnologyVBVanguard Small-Cap ETF$260,4641,0840.2%ETFURGUr-Energy$23,02320,0200.0%Basic MaterialsShowing 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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