Roberts Wealth Advisors, LLC Portfolio Holdings
Roberts Wealth Advisors, LLC
- $303 Million
- Q4 2024
Roberts Wealth Advisors, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $303 Million distributed in 100 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.4M, Jp Morgan ETF Tr Ultra Short I with a value of $21.1M, Microsoft Corp with a value of $16.2M, Alphabet Inc. with a value of $15.7M, and Vanguard Small Cap ETF with a value of $12.8M.
Examining the 13F form we can see an increase of $10.2M in the current position value, from $293M to 303M.
Below you can find more details about Roberts Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$303 Million
ETFs: $83 Million
Technology: $68.9 Million
Communication Services: $36.3 Million
Consumer Cyclical: $25.5 Million
Healthcare: $19 Million
Financial Services: $18 Million
Industrials: $15.5 Million
Consumer Defensive: $13.4 Million
Other: $23.2 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|