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Home > Institutional Investor > Round Rock Advisors, Llc > Profile

Instuitional Investor - Round Rock Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Round Rock Advisors, Llc
Portfolio Value $487,528,007
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 710,477 $35,786,751 7.34%
2.
Invesco Qqq Tr
 68,936 $35,242,253 7.22%
3.
Vanguard Whitehall Funds
 265,405 $33,863,048 6.94%
4.
Apple Inc.
 AAPL 97,662 $24,456,527 5.01%
5.
Ishares Trust
 IEF 202,618 $23,345,600 4.78%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)