Roberts Wealth Advisors, LLC Incresed Positions in Q4 2025

Roberts Wealth Advisors, LLC

  • $363 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
125K
+ 33.73%
$47.45 - $47.71 $5.95M - $5.98M
497K $23.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
90.9K
+ 18.49%
$50.57 - $50.77 $4.59M - $4.61M
582K $29.5M
SNOW
Snowflake Inc.

Technology
16.5K
+ 1375.0%
$230.55 - $277.14 $3.8M - $4.57M
17.7K $4.55M
XLK
Technology Sector Spdr

ETFs
11.5K
+ 86.78%
$278.39 - $304.13 $3.2M - $3.5M
24.8K $7.14M
TW
Tradeweb Markets Inc.

Financial Services
20.5K
+ 134.75%
$103.59 - $110.95 $2.12M - $2.27M
35.7K $3.91M
SE
Sea LTD

Consumer Cyclical
16.1K
+ 64.36%
$140.04 - $192.69 $2.25M - $3.1M
41K $5.78M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
40.8K
+ 10.12%
$23.02 - $24.23 $939K - $989K
444K $10.6M
XLY
Select Sector Spdr Consumer Di

ETFs
5.21K
+ 87.73%
$228.75 - $242.18 $1.19M - $1.26M
11.1K $2.57M
ISRG
Intuitive Surgical Inc

Healthcare
262
+ 3.21%
$429.59 - $576.2 $113K - $151K
8.41K $4.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
81
+ 0.92%
$524.58 - $588.02 $42.5K - $47.6K
8.88K $5.04M
XLE
Energy Sector Spdr

ETFs
6.18K
+ 91.05%
$85.22 - $92.02 $527K - $569K
13K $1.19M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.09K
+ 2.91%
$52.54 - $55.77 $268K - $284K
180K $9.86M
CRM
Salesforce, Inc.

Technology
1.01K
+ 6.03%
$235.69 - $263.41 $238K - $266K
17.8K $4.21M
CRWD
Crowd Strike Holdings, Inc.

Technology
88
+ 2.17%
$482.23 - $557.53 $42.4K - $49.1K
4.14K $2.22M
INDA
Ishares Msci India Index Fund

ETFs
1.38K
+ 2.36%
$52.3 - $55.29 $72.2K - $76.4K
60K $3.28M
XLB
Select Sector Spdr Fd Material

ETFs
2.33K
+ 79.85%
$84.72 - $89.9 $197K - $209K
5.24K $454K
XOM
Exxon Mobil Corp

Energy
50
+ 0.25%
$110.64 - $119.78 $5.53K - $5.99K
20.1K $2.37M
FANG
Diamondback Energy, Inc.

Energy
226
+ 1.95%
$137.29 - $149.2 $31K - $33.7K
11.8K $1.76M
XLI
Industrial Sector Spdr

ETFs
629
+ 8.5%
$149.9 - $155.79 $94.3K - $98K
8.03K $1.22M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.96K
+ 21.11%
$40.65 - $42.74 $79.6K - $83.6K
11.2K $459K
UNP
Union Pacific Corp

Industrials
519
+ 16.85%
$216.37 - $237.41 $112K - $123K
3.6K $795K
CCJ
Cameco Corp

Energy
202
+ 0.52%
$82.77 - $106.91 $16.7K - $21.6K
39K $3.31M
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.36K
+ 1.76%
$29.23 - $29.39 $39.7K - $39.9K
78.4K $2.29M
VOOV
Vanguard S&P 500 Value ETF

ETFs
105
+ 4.98%
$195.54 - $204.93 $20.5K - $21.5K
2.22K $448K
XLP
Consumer Staples Sector Spdr

ETFs
158
+ 2.15%
N/A
7.51K $570K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 1.24%
$475.68 - $513.11 $2.38K - $2.57K
408 $207K
Gsk PLC
644
+ 0.76%
N/A
85.8K $0
Lam Research Corp
25
+ 1.54%
N/A
1.65K $0
VB
Vanguard Small Cap ETF

ETFs
841
+ 1.74%
$248.1 - $260.08 $209K - $219K
49.2K $12.3M
SCHW
Schwab Charles Corp

Financial Services
105
+ 0.46%
$91.91 - $97.71 $9.65K - $10.3K
23K $2.11M
HD
Home Depot, Inc.

Consumer Cyclical
549
+ 9.04%
$358.03 - $397.02 $197K - $218K
6.62K $2.37M
VZ
Verizon Communications Inc

Communication Services
1.15K
+ 1.77%
$38.4 - $43.83 $44.3K - $50.6K
66.2K $2.72M
PG
Procter & Gamble CO

Consumer Defensive
125
+ 0.45%
$145.5 - $153.18 $18.2K - $19.1K
27.9K $4.07M
DIS
Walt Disney CO

Communication Services
1.34K
+ 2.69%
$105.69 - $116.65 $141K - $156K
51.1K $5.4M
WSM
Williams Sonoma Inc

Consumer Cyclical
275
+ 1.01%
$181.45 - $199.63 $49.9K - $54.9K
27.4K $4.99M
Activity Summary
Buys All Purchases 42 New Holdings 6 Increased Positions 36 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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