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CIK: 0002049176
Total reported value
$133.8M
$133.8M
58 檔
17.8%
As reported in its official Q4 2024 Form 13F filing, RoundAngle Advisors LLC's tracked investment portfolio stood at $133.8M with 58 total positions.
During Q4 2024, RoundAngle Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.14% | +0.17% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.11% | -0.22% | — | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 4.35% | +0.24% | — | |
| 4 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 4.13% | +0.20% | — | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.01% | +0.15% | — | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.93% | -0.51% | — | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 3.50% | +0.30% | — | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.35% | +0.22% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.18% | -0.18% | — | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.95% | +0.12% | — | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.55% | -0.02% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | -0.44% | — | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.25% | +0.16% | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.20% | -0.23% | — | |
| 15 | SLV | Ishares Silver Trust | ETF-Commodities | 2.17% | +0.09% | — | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 2.11% | +0.24% | — | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.02% | +0.09% | — | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 1.96% | -0.14% | — | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.89% | +0.12% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.86% | -0.20% | — | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.83% | -0.13% | — | |
| 22 | WMB | Williams Cos Inc | Stock-Energy | 1.82% | +0.34% | — | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 1.76% | -0.31% | — | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 1.65% | -0.03% | — | |
| 25 | OCUL | Ocular Therapeutix Inc | Stock-Other | 1.61% | -0.44% | — | |
| 26 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.57% | -0.07% | — | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.45% | -0.16% | — | |
| 28 | EPI | Wisdomtree India Earnings | ETF-Other | 1.42% | -0.58% | — | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.42% | -0.14% | — | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.38% | -0.07% | — | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 1.35% | +0.56% | — | |
| 32 | MO | Altria Group Inc | Stock-Consumer Staples | 1.30% | +0.28% | — | |
| 33 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.29% | -0.17% | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | -0.01% | — | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.22% | -0.07% | — | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.20% | -0.04% | — | |
| 37 | SCCO | Southern Copper CORP | Stock-Materials | 1.14% | — | — | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.10% | +0.05% | — | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.09% | +0.31% | — | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.00% | +0.02% | — | |
| 41 | CB | Chubb Limited | Stock-Financials | 1.00% | +0.09% | — | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.91% | +0.09% | — | |
| 43 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.87% | +0.17% | — | |
| 44 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.86% | +0.16% | — | |
| 45 | F | Ford Motor Co | Stock-Consumer Disc | 0.82% | — | — | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.79% | -0.07% | — | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.78% | -0.32% | — | |
| 48 | GEO | Geo Group Inc/the | Stock-Other | 0.77% | -0.14% | EXIT | |
| 49 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.72% | +0.16% | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.64% | -0.02% | — |
According to official SEC Form 13F filings, RoundAngle Advisors LLC reported a total U.S. public equity portfolio value of $133.8M across 58 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IJH, AAPL, VTV) accounted for 17.8% of total reported equity market value during Q4 2024.
During Q4 2024, RoundAngle Advisors LLC's top holdings by market value included IJH (5.1%)、AAPL (5.1%)、VTV (4.3%). The largest single position, IJH, represented 5.1% of total portfolio value.
In Q4 2024, RoundAngle Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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