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Home > Institutional Investor > Roundangle Advisors Llc > Profile

Instuitional Investor - Roundangle Advisors Llc

Fund Profile
Filing Period:
Fund Name: Roundangle Advisors Llc
Portfolio Value $129,127,405
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 16,939 $5,588,365 4.33%
2.
Spdr Gold Trust
 GLD 15,720 $5,587,988 4.33%
3.
Ishares Trust
 IEF 83,599 $5,455,671 4.23%
4.
Apple Inc.
 AAPL 21,121 $5,378,040 4.16%
5.
Vanguard Index Fds - VALUE ETF
 27,444 $5,118,032 3.96%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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