Roberts Wealth Advisors, LLC Purchases and Sells in Q3 2025

Roberts Wealth Advisors, LLC

$354 Million
Q3 2025

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JSCP	105K + 39.29%	$47.02 - $47.71 $4.93M - $5M	372K $17.7M
JPST	37.7K + 8.31%	$50.47 - $50.74 $1.9M - $1.91M	491K $24.9M
VWO	3.29K + 1.92%	$49.43 - $54.52 $163K - $179K	175K $9.47M
VB	33 + 0.07%	$237.58 - $259.17 $7.84K - $8.55K	48.4K $12.3M
NKE	12.6K + 27.11%	$69.24 - $79.24 $870K - $996K	58.9K $4.11M
TMO	175 + 2.03%	$404.94 - $499.99 $70.9K - $87.5K	8.8K $4.27M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISRG	8.15K New	$433.66 - $544.47 $3.54M - $4.44M	8.15K $3.65M
AAP	32.5K New	$49.01 - $66.5 $1.59M - $2.16M	32.5K $2M
DDOG	14K New	$124.52 - $155.15 $1.74M - $2.17M	14K $1.99M
BE	5.96K New	$22.13 - $86.27 $132K - $514K	5.96K $503K
BRK-B	403 New	$459.11 - $506.91 $185K - $204K	403 $202K
LAM RESEARCH CORP	1.62K New	N/A	1.62K $0

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INTU	-43 - 0.76%	$646.03 - $807.39 $27.8K - $34.7K	5.61K $3.83M
COST	-148 - 2.64%	$915.95 - $994.57 $136K - $147K	5.46K $5.06M
TT	-18 - 0.08%	$398.96 - $472.54 $7.18K - $8.51K	22.2K $9.35M
V	-360 - 2.17%	$332.09 - $358.86 $120K - $129K	16.2K $5.54M
AMZN	-1.47K - 2.64%	$211.65 - $238.24 $311K - $350K	54.1K $11.9M
CSCO	-2.28K - 2.86%	$66.2 - $71.79 $151K - $164K	77.7K $5.32M

Activity Summary All Purchases 39 New Holdings 7 Increased Positions 32 All Sells 47 Reductions 47 Sold out 0 Calls 0 Puts 0

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