Round Angle Advisors LLC Reduced Holdings in Q3 2025

Round Angle Advisors LLC

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
-8.56K
- 31.61%
$164.63 - $174.58 $1.41M - $1.49M
18.5K $3.23B
GEO
Geo Group Inc

Real Estate
-13.5K
- 38.41%
$20.25 - $26.46 $273K - $357K
21.6K $443M
LMB
Limbach Holdings, Inc.

Industrials
-787
- 26.4%
$93.01 - $149.53 $73.2K - $118K
2.19K $213M
IBM
International Business Machines Corp

Technology
-65
- 0.71%
$234.77 - $292.47 $15.3K - $19K
9.04K $2.55B
LLY
Eli Lilly & CO

Healthcare
-30
- 1.42%
$625.65 - $812.69 $18.8K - $24.4K
2.08K $1.59B
CB
Chubb LTD

Financial Services
-51
- 1.15%
$265.99 - $289.59 $13.6K - $14.8K
4.4K $1.24B
AMZN
Amazon Com Inc

Consumer Cyclical
-183
- 1.21%
$211.65 - $238.24 $38.7K - $43.6K
15K $3.29B
VGIT
Vanguard Intermediate Term Tre

ETFs
-449
- 0.66%
$58.97 - $60.36 $26.5K - $27.1K
67.7K $4.06B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-167
- 2.62%
$78.11 - $79.07 $13K - $13.2K
6.2K $489M
VGSH
Vanguard

ETFs
-258
- 0.51%
$58.43 - $58.88 $15.1K - $15.2K
50.2K $2.95B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-101
- 1.8%
$76.16 - $78.59 $7.69K - $7.94K
5.5K $429M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-113
- 0.5%
$55.61 - $57.37 $6.28K - $6.48K
22.5K $1.28B
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-158
- 3.63%
$121.81 - $137.24 $19.2K - $21.7K
4.2K $555M
IWM
Ishares Russell 2000 ETF

ETFs
-240
- 9.26%
$214.92 - $244.84 $51.6K - $58.8K
2.35K $569M
VCIT
Vanguard Intermediate Term Cor

ETFs
-196
- 0.77%
$81.75 - $84.54 $16K - $16.6K
25.3K $2.13B
WMB
Williams Companies, Inc.

Energy
-5
- 0.01%
$56.52 - $64.01 $283 - $320
35.7K $2.26B
IEFA
Ishares Tr

ETFs
-301
- 1.81%
$81.7 - $87.53 $24.6K - $26.3K
16.3K $1.43B
IVV
Ishares Core S&P 500 ETF

ETFs
-82
- 3.49%
$620.67 - $670.08 $50.9K - $54.9K
2.27K $1.52B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-319
- 0.7%
$101.12 - $106.18 $32.3K - $33.9K
45.1K $4.65B
GOOG
Alphabet Inc.

Communication Services
-20
- 1.45%
$175.16 - $255.24 $3.5K - $5.1K
1.36K $331M
MSFT
Microsoft Corp

Technology
-79
- 1.22%
$491.09 - $535.64 $38.8K - $42.3K
6.38K $3.3B
SOXX
Ishares Semiconductor ETF

ETFs
-145
- 3.35%
$236.93 - $271.12 $34.4K - $39.3K
4.18K $1.13B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.52K
- 1.78%
$62.09 - $66.51 $94.1K - $101K
83.6K $5.46B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-68
- 0.33%
$108.46 - $120.63 $7.38K - $8.2K
20.6K $2.45B
VTV
Vanguard Value ETF

ETFs
-295
- 1.06%
$175.51 - $186.57 $51.8K - $55K
27.4K $5.12B
VUG
Vanguard Growth ETF

ETFs
-5
- 0.09%
$433.97 - $484.08 $2.17K - $2.42K
5.56K $2.67B
GS
Goldman Sachs Group Inc

Financial Services
-19
- 0.67%
$696.56 - $806.32 $13.2K - $15.3K
2.83K $2.25B
PLTR
Palantir Technologies Inc.

Technology
-824
- 7.75%
$130.68 - $186.97 $108K - $154K
9.81K $1.79B
OCUL
Ocular Therapeutix, Inc

Healthcare
-8.91K
- 4.8%
$9.09 - $13.6 $81K - $121K
177K $2.07B
ABBV
Abb Vie Inc.

Healthcare
-48
- 0.48%
$184.85 - $231.54 $8.87K - $11.1K
10K $2.32B
GOOGL
Alphabet Inc.

Communication Services
-202
- 1.85%
$174.36 - $254.72 $35.2K - $51.5K
10.7K $2.61B
AVGO
Broadcom Inc.

Technology
-666
- 3.78%
$264.74 - $369.57 $176K - $246K
16.9K $5.59B
SLV
I Shares Silver Trust

ETFs
-100
- 0.11%
$32.73 - $42.5 $3.27K - $4.25K
90.3K $3.83B
AAPL
Apple Inc.

Technology
-297
- 1.39%
$202.38 - $256.87 $60.1K - $76.3K
21.1K $5.38B
Activity Summary
Buys All Purchases 22 New Holdings 2 Increased Positions 20 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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