Roberts Wealth Advisors, LLC Reduced Holdings in Q4 2024

Roberts Wealth Advisors, LLC

  • $303 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
-16.6K
- 32.08%
$73.36 - $89.13 $1.22M - $1.48M
35.2K $2.66M
JPM
Jpmorgan Chase & CO

Financial Services
-12.3K
- 32.54%
$205.18 - $250.29 $2.53M - $3.08M
25.6K $6.13M
MDT
Medtronic PLC

Healthcare
-15.3K
- 30.66%
$79.61 - $92.24 $1.22M - $1.41M
34.7K $2.77M
QCOM
Qualcomm Inc

Technology
-6.41K
- 17.65%
$150.4 - $178.04 $963K - $1.14M
29.9K $4.59M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-10.3K
- 49.93%
$77.86 - $79.27 $802K - $817K
10.3K $806K
VEA
Vanguard Ftse Developed Market

ETFs
-128
- 0.08%
$47.57 - $52.44 $6.09K - $6.71K
153K $7.31M
TT
Trane Technologies PLC

Industrials
-505
- 1.95%
$369.35 - $419.14 $187K - $212K
25.4K $9.37M
ADBE
Adobe Inc.

Technology
-261
- 3.46%
$437.39 - $552.96 $114K - $144K
7.28K $3.24M
XLV
Select Sector Spdr Fund Health

ETFs
-2.47K
- 21.57%
$136.28 - $154.74 $337K - $383K
8.99K $1.24M
XLK
Technology Sector Spdr

ETFs
-2.48K
- 15.43%
$220.26 - $241.44 $547K - $599K
13.6K $3.16M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-574
- 0.78%
$26.63 - $30.23 $15.3K - $17.4K
73.3K $1.95M
XLP
Consumer Staples Sector Spdr

ETFs
-2.35K
- 24.08%
N/A
7.41K $563K
LOW
Lowes Companies Inc

Consumer Cyclical
-475
- 22.43%
$244.52 - $284.07 $116K - $135K
1.64K $405K
XLB
Select Sector Spdr Fd Material

ETFs
-701
- 18.99%
$83.8 - $97.58 $58.7K - $68.4K
2.99K $251K
ORCL
Oracle Corp

Technology
-116
- 0.56%
$165.41 - $192.43 $19.2K - $22.3K
20.5K $3.42M
XLC
Select Sector Spdr Tr Communic

ETFs
-2.11K
- 10.53%
$89.66 - $102.16 $189K - $215K
17.9K $1.73M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-130
- 21.24%
$442.29 - $483.08 $57.5K - $62.8K
482 $218K
GILD
Gilead Sciences, Inc.

Healthcare
-1.2K
- 17.06%
$83.95 - $97.9 $101K - $117K
5.84K $538K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-220
- 2.41%
$40.06 - $45.21 $8.81K - $9.95K
8.91K $362K
Gsk PLC
-4.99K
- 5.84%
N/A
80.4K $0
INTU
Intuit Inc

Technology
-24
- 0.42%
$602.01 - $706.25 $14.4K - $17K
5.69K $3.58M
AVGO
Broadcom Inc.

Technology
-305
- 12.6%
$159.67 - $250.0 $48.7K - $76.3K
2.12K $490K
COST
Costco Wholesale Corp

Consumer Defensive
-79
- 1.36%
$873.59 - $994.69 $69K - $78.6K
5.74K $5.26M
XLY
Select Sector Spdr Consumer Di

ETFs
-107
- 1.69%
$194.8 - $239.43 $20.8K - $25.6K
6.21K $1.39M
GOOGL
Alphabet Inc.

Communication Services
-440
- 3.76%
$161.86 - $196.66 $71.2K - $86.5K
11.2K $2.13M
CSCO
Cisco Systems, Inc.

Technology
-194
- 0.23%
$52.45 - $60.02 $10.2K - $11.6K
83.5K $4.94M
V
Visa Inc.

Financial Services
-79
- 0.43%
$273.87 - $320.91 $21.6K - $25.4K
18.2K $5.76M
AAPL
Apple Inc.

Technology
-810
- 0.86%
$221.69 - $259.02 $180K - $210K
93.5K $23.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-391
- 0.69%
$180.88 - $232.93 $70.7K - $91.1K
56.3K $12.3M
GOOG
Alphabet Inc.

Communication Services
-647
- 0.78%
$163.08 - $198.16 $106K - $128K
82.6K $15.7M
Activity Summary
Buys All Purchases 62 New Holdings 10 Increased Positions 52 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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