Roberts Wealth Advisors, LLC New Holdings in Q3 2024

Roberts Wealth Advisors, LLC

  • $293 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SE
Sea LTD

Consumer Cyclical
23.3K
New
$59.94 - $94.83 $1.4M - $2.21M
23.3K $2.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.86K
New
$217.89 - $392.15 $841K - $1.51M
3.86K $1.08M
THS
Tree House Foods, Inc.

Consumer Defensive
21.5K
New
$36.15 - $43.22 $775K - $927K
21.5K $900K
ABBV
Abb Vie Inc.

Healthcare
1.21K
New
$163.84 - $199.33 $198K - $241K
1.21K $239K
DHR
Danaher Corp

Healthcare
800
New
$239.25 - $280.76 $191K - $225K
800 $222K
T
At&T Inc.

Communication Services
10K
New
$18.21 - $22.28 $182K - $223K
10K $220K
VDE
Vanguard Energy ETF

ETFs
1.58K
New
$117.44 - $131.06 $185K - $207K
1.58K $193K
Activity Summary
Buys All Purchases 60 New Holdings 7 Increased Positions 53 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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