Roberts Capital Advisors, LLC Portfolio Holdings
Roberts Capital Advisors, LLC
- $116 Million
- Q3 2024
Roberts Capital Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $116 Million distributed in 89 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13M, Microsoft Corp with a value of $12.8M, Nvidia Corp with a value of $7.76M, Amazon Com Inc with a value of $5.79M, and Meta Platforms, Inc. with a value of $4.89M.
Examining the 13F form we can see an increase of $12M in the current position value, from $104M to 116M.
Roberts Capital Advisors, LLC is based out at Denver, CO
Below you can find more details about Roberts Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$116 Million
Technology: $55.7 Million
Consumer Cyclical: $13 Million
Communication Services: $12.3 Million
Financial Services: $12 Million
Healthcare: $9.88 Million
Industrials: $8.99 Million
Consumer Defensive: $2.13 Million
ETFs: $1.65 Million
Other: $0