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ROUNDANGLE ADVISORS LLC
ROUNDANGLE ADVISORS LLC
Latest filing: 2026-03-31
ROUNDANGLE ADVISORS LLC runs ROUNDANGLE ADVISORS LLC and currently holds 60 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $133.81M. Their top holdings are GLD, IJH, VTV, SLV, AAPL. The top five represent 22.0% of reported portfolio weight. ROUNDANGLE ADVISORS LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, ROUNDANGLE ADVISORS LLC initiated 2 new positions. They added to 32 existing positions. They trimmed 24 positions. Their current best-performing preview position is XOP with returns of +44.01%.
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60 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GLD SPDR GOLD TR | 4.98% | $248.64 | $423.45 | +70.31% | Trimmed -4.55% |
 IJH ISHARES TR | 4.39% | $62.41 | $76.75 | +22.98% | Trimmed -0.83% |
 VTV VANGUARD INDEX FDS | 4.38% | $171.17 | $226.35 | +32.24% | Added +0.21% |
 SLV ISHARES SILVER TR | 4.38% | $26.98 | $62.72 | +132.47% | Trimmed -5.97% |
 AAPL APPLE INC | 3.88% | $249.89 | $309.35 | +23.79% | Trimmed -1.21% |
 NOBL PROSHARES TR | 3.83% | $99.95 | $58.75 | -41.23% | Added +0.84% |
 AVGO BROADCOM INC | 3.53% | $231.84 | $368.45 | +58.92% | Trimmed -4.67% |
 VGIT VANGUARD SCOTTSDALE FDS | 3.25% | $58.13 | $58.32 | +0.32% | Added +2.90% |
 MTUM ISHARES TR | 3.05% | $214.63 | $305.24 | +42.22% | Added +1.07% |
 VOE VANGUARD INDEX FDS | 2.91% | $163.60 | $208.62 | +27.52% | Added +1.53% |
Showing 1-10 of 60