Roberts Wealth Advisors, LLC Reduced Holdings in Q4 2025

Roberts Wealth Advisors, LLC

  • $363 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
-11.4K
- 40.42%
$176.64 - $193.32 $2.02M - $2.21M
16.8K $3.04M
MSFT
Microsoft Corp

Technology
-3.54K
- 9.63%
$496.82 - $542.07 $1.76M - $1.92M
33.2K $16.9M
VTR
Ventas, Inc.

Real Estate
-31.2K
- 42.85%
$67.45 - $78.0 $2.1M - $2.43M
41.6K $3.24M
DD
Du Pont De Nemours, Inc.

Basic Materials
-2.32K
- 6.14%
$34.69 - $82.16 $80.6K - $191K
35.5K $1.41M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-18.9K
- 38.61%
$61.89 - $76.13 $1.17M - $1.44M
30K $1.86M
ADBE
Adobe Inc.

Technology
-3K
- 35.16%
$325.07 - $359.91 $976K - $1.08M
5.54K $1.8M
EA
Electronic Arts Inc.

Communication Services
-5.75K
- 27.22%
$199.89 - $202.0 $1.15M - $1.16M
15.4K $3.09M
ZTS
Zoetis Inc.

Healthcare
-5.24K
- 26.88%
$118.8 - $147.53 $623K - $773K
14.3K $1.69M
QCOM
Qualcomm Inc

Technology
-7K
- 22.32%
$153.59 - $187.68 $1.07M - $1.31M
24.3K $4.06M
GOOG
Alphabet Inc.

Communication Services
-15.1K
- 18.54%
$237.49 - $291.74 $3.59M - $4.41M
66.4K $19M
TT
Trane Technologies PLC

Industrials
-1.35K
- 6.07%
$408.5 - $448.65 $550K - $604K
20.8K $8.7M
TTWO
Take Two Interactive Software Inc

Communication Services
-294
- 1.21%
$232.0 - $262.29 $68.2K - $77.1K
24.1K $5.66M
ORCL
Oracle Corp

Technology
-689
- 9.37%
$217.57 - $313.0 $150K - $216K
6.67K $1.47M
V
Visa Inc.

Financial Services
-895
- 5.52%
$325.75 - $352.42 $292K - $315K
15.3K $4.99M
AAP
Advance Auto Parts Inc

Consumer Cyclical
-2.53K
- 7.77%
$47.13 - $62.14 $119K - $157K
30K $1.5M
NKE
Nike, Inc.

Consumer Cyclical
-612
- 1.04%
$60.8 - $74.57 $37.2K - $45.6K
58.3K $3.67M
XLC
Select Sector Spdr Tr Communic

ETFs
-2.34K
- 14.34%
$111.33 - $117.16 $261K - $274K
14K $1.56M
NVDA
Nvidia Corp

Technology
-1.58K
- 11.75%
$179.83 - $207.04 $284K - $327K
11.9K $2.22M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1.39K
- 7.15%
$87.55 - $103.98 $122K - $145K
18.1K $1.62M
VEA
Vanguard Ftse Developed Market

ETFs
-7.95K
- 5.25%
$59.18 - $62.09 $470K - $493K
143K $8.8M
INTU
Intuit Inc

Technology
-88
- 1.57%
$641.79 - $683.39 $56.5K - $60.1K
5.52K $3.57M
SPY
Spdr S&P 500 ETF Trust

ETFs
-295
- 8.31%
$653.02 - $687.39 $193K - $203K
3.26K $2.17M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.02K
- 39.13%
$185.12 - $192.11 $189K - $196K
1.59K $297K
XLF
Financial Sector Spdr

ETFs
-2.45K
- 8.05%
$51.76 - $53.77 $127K - $132K
27.9K $1.47M
META
Meta Platforms, Inc.

Communication Services
-80
- 10.7%
$609.01 - $751.67 $48.7K - $60.1K
668 $407K
CVX
Chevron Corp

Energy
-850
- 13.49%
$148.9 - $157.72 $127K - $134K
5.45K $843K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-638
- 3.47%
$114.27 - $121.15 $72.9K - $77.3K
17.8K $2.08M
NSC
Norfolk Southern Corp

Industrials
-225
- 9.78%
$279.53 - $300.15 $62.9K - $67.5K
2.08K $589K
AMZN
Amazon Com Inc

Consumer Cyclical
-3.9K
- 7.21%
$213.04 - $254.0 $831K - $991K
50.2K $11.8M
COST
Costco Wholesale Corp

Consumer Defensive
-23
- 0.42%
$910.94 - $954.99 $21K - $22K
5.44K $4.97M
UBER
Uber Technologies, Inc

Technology
-222
- 4.87%
$91.62 - $100.1 $20.3K - $22.2K
4.34K $397K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-572
- 15.66%
$82.69 - $83.12 $47.3K - $47.5K
3.08K $255K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-870
- 2.58%
$27.17 - $28.65 $23.6K - $24.9K
32.9K $902K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-58
- 6.41%
$426.99 - $455.46 $24.8K - $26.4K
847 $369K
IVV
Ishares Core S&P 500 ETF

ETFs
-50
- 2.69%
$656.2 - $690.71 $32.8K - $34.5K
1.81K $1.22M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.18K
- 1.68%
$32.35 - $34.37 $38.2K - $40.6K
69.1K $2.33M
VPU
Vanguard Utilities ETF

ETFs
-45
- 2.77%
$190.8 - $202.04 $8.59K - $9.09K
1.58K $304K
VUSB
Vanguard Bd Index Fds
-59K
- 42.33%
N/A
80.4K $0
Linde PLC
-253
- 2.39%
N/A
10.3K $0
Coherent Corp
-1.12K
- 2.4%
N/A
45.6K $0
PEP
Pepsico Inc

Consumer Defensive
-27
- 1.32%
$138.84 - $153.71 $3.75K - $4.15K
2.02K $297K
AVGO
Broadcom Inc.

Technology
-9
- 0.47%
$324.63 - $385.98 $2.92K - $3.47K
1.91K $653K
XLV
Select Sector Spdr Fund Health

ETFs
-284
- 3.13%
$141.95 - $152.82 $40.3K - $43.4K
8.8K $1.34M
CSCO
Cisco Systems, Inc.

Technology
-8.25K
- 10.62%
$67.46 - $78.0 $557K - $644K
69.4K $5.4M
GOOGL
Alphabet Inc.

Communication Services
-895
- 7.99%
$236.57 - $291.31 $212K - $261K
10.3K $2.85M
BE
Bloom Energy Corp

Industrials
-200
- 3.36%
$86.06 - $142.37 $17.2K - $28.5K
5.76K $644K
AAPL
Apple Inc.

Technology
-3.64K
- 3.98%
$245.27 - $275.25 $893K - $1M
87.7K $23.5M
ROK
Rockwell Automation, Inc

Industrials
-112
- 0.86%
$333.75 - $394.54 $37.4K - $44.2K
13K $4.88M
MRK
Merck & Co., Inc.

Healthcare
-692
- 1.07%
$82.49 - $92.93 $57.1K - $64.3K
64.2K $5.97M
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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