Roberts Wealth Advisors, LLC Purchases and Sells in Q3 2024

Roberts Wealth Advisors, LLC

$293 Million
Q3 2024

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	2.07K + 2.24%	$207.23 - $234.82 $429K - $486K	94.3K $22M
NKE	18.9K + 57.4%	$71.09 - $89.44 $1.34M - $1.69M	51.8K $4.58M
ROK	6.48K + 107.65%	$248.27 - $294.37 $1.61M - $1.91M	12.5K $3.36M
TT	32 + 0.12%	$314.21 - $388.71 $10.1K - $12.4K	25.9K $10.1M
VB	1.14K + 2.31%	$214.77 - $237.72 $246K - $272K	50.6K $12M
NEE	2.45K + 3.68%	$69.9 - $84.97 $172K - $209K	69.2K $5.85M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SE	23.3K New	$59.94 - $94.83 $1.4M - $2.21M	23.3K $2.2M
CRWD	3.86K New	$217.89 - $392.15 $841K - $1.51M	3.86K $1.08M
THS	21.5K New	$36.15 - $43.22 $775K - $927K	21.5K $900K
ABBV	1.21K New	$163.84 - $199.33 $198K - $241K	1.21K $239K
DHR	800 New	$239.25 - $280.76 $191K - $225K	800 $222K
T	10K New	$18.21 - $22.28 $182K - $223K	10K $220K

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HD	-3.64K - 37.76%	$333.64 - $405.2 $1.21M - $1.47M	6K $2.43M
ZTS	-6.8K - 26.71%	$172.58 - $196.48 $1.17M - $1.34M	18.7K $3.64M
XLK	-646 - 3.86%	$197.34 - $237.68 $127K - $154K	16.1K $3.63M
VCSH	-1.72K - 7.7%	$76.94 - $79.54 $132K - $137K	20.6K $1.64M
VOOG	-177 - 18.01%	$305.34 - $350.41 $54K - $62K	806 $278K
XLE	-230 - 5.77%	$84.35 - $93.39 $19.4K - $21.5K	3.76K $329K

Activity Summary All Purchases 60 New Holdings 7 Increased Positions 53 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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