Manuela Diaz

@Roundangle Advisors Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$105.005M

Total holdings58

Assets growth rate0%

Assets growth rate (2-Q avg)0%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Roundangle Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 58 positions.

Assets under management

The assets under management (AUM) of Roundangle Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 105.005M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Manuela Diaz, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
XOMExxon Mobil Corp Recent Activity New Position	1.36%	$1.421M 13,208 shares@ $107.58 avg price	New Position
MOAltria Group Inc Recent Activity New Position	1.3%	$1.362M 26,050 shares@ $52.3 avg price	New Position
IBITIshares Bitcoin Trust Etf Recent Activity New Position	1.29%	$1.352M 25,480 shares@ $53.05 avg price	New Position
IVVIshares Tr Recent Activity New Position	1.28%	$1.34M 2,277 shares@ $588.68 avg price	New Position
JEPIJ P Morgan Exchange Traded F Recent Activity New Position	1.23%	$1.285M 22,332 shares@ $57.54 avg price	New Position
METAMeta Platforms Inc Recent Activity New Position	1.2%	$1.255M 2,144 shares@ $585.51 avg price	New Position
SCCOSouthern Copper Corp Recent Activity New Position	1.15%	$1.2M 13,169 shares@ $91.14 avg price	New Position
IEFAIshares Tr Recent Activity New Position	1.11%	$1.157M 16,460 shares@ $70.29 avg price	New Position
VZVerizon Communications Inc Recent Activity New Position	1.1%	$1.145M 28,635 shares@ $40.0 avg price	New Position
VCSHVanguard Scottsdale Fds Recent Activity New Position	1%	$1.05M 13,459 shares@ $78.02 avg price	New Position