Manuela Diaz

@Roundangle Advisors Llc

Latest period2024 - Q4

Reported3d 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
CIBRFirst Tr Exchange Traded Fd Recent Activity New Position	0.6%	$622,889 9,817 shares@ $63.46 avg price	New Position
BSVVanguard Bd Index Fds Recent Activity New Position	0.49%	$508,668 6,583 shares@ $77.27 avg price	New Position
LMBLimbach Hldgs Inc Recent Activity New Position	0.46%	$474,234 5,544 shares@ $85.55 avg price	New Position
BIVVanguard Bd Index Fds Recent Activity New Position	0.43%	$443,149 5,930 shares@ $74.74 avg price	New Position
PHParker-hannifin Corp Recent Activity New Position	0.29%	$302,750 476 shares@ $636.03 avg price	New Position
GOOGAlphabet Inc Recent Activity New Position	0.26%	$262,998 1,381 shares@ $190.45 avg price	New Position
VBVanguard Index Fds Recent Activity New Position	0.25%	$260,464 1,084 shares@ $240.29 avg price	New Position
URGUr-energy Inc Recent Activity New Position	0.03%	$23,023 20,020 shares@ $1.15 avg price	New Position