Roberts Wealth Advisors, LLC Options Holdings

Roberts Wealth Advisors, LLC

  • $299 Million
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $299 Million
  • Prior Value $303 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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