Roundangle Advisors LLC Top Holdings and 13F Report (2025) About Roundangle Advisors LLCInvestment ActivityRoundangle Advisors LLC has $108.87 million in total holdings as of March 31, 2025.Roundangle Advisors LLC owns shares of 57 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 7.42% of the portfolio was purchased this quarter.About 2.23% of the portfolio was sold this quarter.This quarter, Roundangle Advisors LLC has purchased 58 new stocks and bought additional shares in 39 stocks.Roundangle Advisors LLC sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P Mid-Cap ETF $5,152,188Vanguard Value ETF $4,744,131Apple $4,701,826ProShares S&P 500 Aristocrats ETF $4,589,415SPDR Gold Shares $4,510,544 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $2,395,325 Holding253868103 - Digital Realty Trust $1,442,787 Holding Largest Purchases this Quarter Berkshire Hathaway 3 shares (about $2.40M)Digital Realty Trust 10,069 shares (about $1.44M)Vanguard Mid-Cap Value ETF 5,816 shares (about $933.70K)NVIDIA 1,905 shares (about $206.46K)WisdomTree India Earnings Fund 4,197 shares (about $183.45K) Largest Sales this Quarter Vanguard Intermediate-Term Treasury Index ETF 1,275 shares (about $75.74K)Apple 259 shares (about $57.53K)Vanguard Small-Cap Value ETF 270 shares (about $50.30K)Vanguard Short-Term Treasury Index ETF 730 shares (about $42.84K)iShares Russell 2000 ETF 174 shares (about $34.71K) 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$5,152,188$100,654 ▲2.0%88,2984.7%ETFVTVVanguard Value ETF$4,744,131$78,424 ▲1.7%27,4644.4%ETFAAPLApple$4,701,826$57,532 ▼-1.2%21,1674.3%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$4,589,415$133,141 ▲3.0%44,9154.2%ETFGLDSPDR Gold Shares$4,510,544$136,867 ▲3.1%15,6544.1%FinanceVOEVanguard Mid-Cap Value ETF$4,424,482$933,701 ▲26.7%27,5604.1%ETFVGITVanguard Intermediate-Term Treasury Index ETF$4,232,034$75,735 ▼-1.8%71,2463.9%ETFVGSHVanguard Short-Term Treasury Index ETF$3,078,643$42,844 ▼-1.4%52,4562.8%ETFAVGOBroadcom$2,967,372$13,729 ▼-0.5%17,7232.7%Computer and TechnologyAMZNAmazon.com$2,893,094$6,088 ▼-0.2%15,2062.7%Retail/WholesaleSLViShares Silver Trust$2,812,373$128,763 ▲4.8%90,7512.6%ETFMTUMiShares MSCI USA Momentum Factor ETF$2,766,553$147,151 ▲5.6%13,6872.5%ETFMSFTMicrosoft$2,419,261$36,786 ▲1.5%6,4452.2%Computer and TechnologyBRK.ABerkshire Hathaway$2,395,325$2,395,325 ▲New Holding32.2%FinanceWMTWalmart$2,272,883$124,837 ▲5.8%25,8902.1%Retail/WholesaleIBMInternational Business Machines$2,178,262$88,523 ▲4.2%8,7602.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$2,171,291$30,116 ▲1.4%20,7642.0%ETFWMBWilliams Companies$2,120,464$15,060 ▲0.7%35,4831.9%EnergyABBVAbbVie$2,082,972$43,160 ▲2.1%9,9421.9%MedicalNVDANVIDIA$2,068,974$206,464 ▲11.1%19,0901.9%Computer and TechnologyJPMJPMorgan Chase & Co.$2,044,330$79,477 ▲4.0%8,3341.9%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$2,044,327$26,245 ▲1.3%25,0041.9%ETFVUGVanguard Growth ETF$2,009,103$147,957 ▲7.9%5,4181.8%ETFVBRVanguard Small-Cap Value ETF$1,940,490$50,296 ▼-2.5%10,4171.8%ETFVVisa$1,771,926$123,011 ▲7.5%5,0561.6%Business ServicesEWJiShares MSCI Japan ETF$1,741,561$60,059 ▲3.6%25,4021.6%ETFMOAltria Group$1,719,633$156,112 ▲10.0%28,6511.6%Consumer StaplesLLYEli Lilly and Company$1,661,731$31,385 ▲1.9%2,0121.5%MedicalEPIWisdomTree India Earnings Fund$1,628,023$183,451 ▲12.7%37,2461.5%FinanceGOOGLAlphabet$1,624,493$29,072 ▲1.8%10,5051.5%Computer and TechnologyXOMExxon Mobil$1,617,448$46,621 ▲3.0%13,6001.5%EnergyGSThe Goldman Sachs Group$1,495,196$114,721 ▲8.3%2,7371.4%FinanceDLRDigital Realty Trust$1,442,787$1,442,787 ▲New Holding10,0691.3%FinanceOCULOcular Therapeutix$1,435,764$18,919 ▼-1.3%195,8751.3%MedicalVZVerizon Communications$1,422,716$123,833 ▲9.5%31,3651.3%Computer and TechnologyMETAMeta Platforms$1,410,353$174,637 ▲14.1%2,4471.3%Computer and TechnologyIVViShares Core S&P 500 ETF$1,307,541$28,095 ▲2.2%2,3271.2%ETFJEPIJPMorgan Equity Premium Income ETF$1,287,250$11,199 ▲0.9%22,5281.2%ETFISHARES BITCOIN TRUST ETF$1,249,312$56,593 ▲4.7%26,6891.1%SHS BEN INTIEFAiShares Core MSCI EAFE ETF$1,243,308$1,891 ▼-0.2%16,4351.1%ETFCBChubb$1,237,857$91,805 ▲8.0%4,0991.1%FinanceVCSHVanguard Short-Term Corporate Bond ETF$1,043,508$18,946 ▼-1.8%13,2191.0%ETFXLPConsumer Staples Select Sector SPDR Fund$1,016,301$23,848 ▲2.4%12,4440.9%ETFGEOThe GEO Group$1,010,987$169,155 ▲20.1%34,6110.9%FinanceXLFFinancial Select Sector SPDR Fund$982,851$128,809 ▲15.1%19,7320.9%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$938,302$28,844 ▲3.2%7,1240.9%ETFPALANTIR TECHNOLOGIES INC$917,597$3,629 ▲0.4%10,8720.8%CL AXARSPDR S&P Aerospace & Defense ETF$913,041$34,548 ▲3.9%5,6820.8%ETFSOXXiShares Semiconductor ETF$787,491$126,450 ▲19.1%4,1850.7%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$657,405$38,934 ▲6.3%10,4350.6%ManufacturingIWMiShares Russell 2000 ETF$574,731$34,711 ▼-5.7%2,8810.5%FinanceBSVVanguard Short-Term Bond ETF$510,151$5,166 ▼-1.0%6,5170.5%ETFBIVVanguard Intermediate-Term Bond ETF$452,605$1,455 ▼-0.3%5,9110.4%ETFLMBLimbach$412,8620.0%5,5440.4%ConstructionPHParker-Hannifin$289,3370.0%4760.3%IndustrialsVBVanguard Small-Cap ETF$231,729$8,648 ▼-3.6%1,0450.2%ETFGOOGAlphabet$215,7540.0%1,3810.2%Computer and TechnologySCCOSouthern Copper$0$1,200,091 ▼-100.0%00.0%Basic MaterialsFFord Motor$0$865,597 ▼-100.0%00.0%Auto/Tires/TrucksURGUr-Energy$0$23,023 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. 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