Roberts Wealth Advisors, LLC Purchases in Q3 2024

Roberts Wealth Advisors, LLC

  • $293 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.07K
+ 2.24%
$207.23 - $234.82 $429K - $486K
94.3K $22M
SE
Sea LTD

Consumer Cyclical
23.3K
New
$59.94 - $94.83 $1.4M - $2.21M
23.3K $2.2M
NKE
Nike, Inc.

Consumer Cyclical
18.9K
+ 57.4%
$71.09 - $89.44 $1.34M - $1.69M
51.8K $4.58M
ROK
Rockwell Automation, Inc

Industrials
6.48K
+ 107.65%
$248.27 - $294.37 $1.61M - $1.91M
12.5K $3.36M
TT
Trane Technologies PLC

Industrials
32
+ 0.12%
$314.21 - $388.71 $10.1K - $12.4K
25.9K $10.1M
VB
Vanguard Small Cap ETF

ETFs
1.14K
+ 2.31%
$214.77 - $237.72 $246K - $272K
50.6K $12M
NEE
Nextera Energy Inc

Utilities
2.45K
+ 3.68%
$69.9 - $84.97 $172K - $209K
69.2K $5.85M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.86K
New
$217.89 - $392.15 $841K - $1.51M
3.86K $1.08M
AMT
American Tower Corp

Real Estate
555
+ 2.25%
$192.27 - $242.73 $107K - $135K
25.2K $5.86M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.1K
+ 2.51%
$57.22 - $80.08 $63.1K - $88.3K
45K $3.51M
THS
Tree House Foods, Inc.

Consumer Defensive
21.5K
New
$36.15 - $43.22 $775K - $927K
21.5K $900K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.99K
+ 3.56%
$41.9 - $48.26 $209K - $241K
145K $6.95M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
14.1K
+ 4.3%
$50.25 - $50.74 $707K - $714K
341K $17.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.26K
+ 6.07%
$36.98 - $41.55 $342K - $385K
162K $6.66M
ORCL
Oracle Corp

Technology
1.23K
+ 6.34%
$125.9 - $170.35 $155K - $210K
20.6K $3.52M
DIS
Walt Disney CO

Communication Services
7.96K
+ 20.71%
$85.6 - $98.61 $682K - $785K
46.4K $4.46M
MDT
Medtronic PLC

Healthcare
850
+ 1.73%
$76.84 - $91.03 $65.3K - $77.4K
50K $4.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
140
+ 1.75%
$531.86 - $624.21 $74.5K - $87.4K
8.16K $5.05M
VZ
Verizon Communications Inc

Communication Services
2.41K
+ 2.09%
$38.89 - $45.0 $93.9K - $109K
118K $5.28M
CSCO
Cisco Systems, Inc.

Technology
194
+ 0.23%
$44.74 - $53.22 $8.68K - $10.3K
83.7K $4.45M
JPM
Jpmorgan Chase & CO

Financial Services
732
+ 1.97%
$194.9 - $224.8 $143K - $165K
37.9K $7.98M
NVDA
Nvidia Corp

Technology
3.88K
+ 44.15%
$98.91 - $134.91 $383K - $523K
12.7K $1.54M
RBLX
Roblox Corp

Communication Services
1.08K
+ 2.36%
$36.18 - $47.64 $38.9K - $51.3K
46.6K $2.06M
DD
Du Pont De Nemours, Inc.

Basic Materials
492
+ 1.32%
$77.22 - $89.49 $38K - $44K
37.6K $3.35M
PG
Procter & Gamble CO

Consumer Defensive
809
+ 3.08%
$160.76 - $177.82 $130K - $144K
27.1K $4.69M
V
Visa Inc.

Financial Services
160
+ 0.88%
$253.74 - $291.56 $40.6K - $46.6K
18.3K $5.03M
XOM
Exxon Mobil Corp

Energy
1.97K
+ 11.84%
$109.72 - $119.0 $216K - $234K
18.6K $2.18M
CRM
Salesforce, Inc.

Technology
312
+ 2.92%
$238.42 - $276.53 $74.4K - $86.3K
11K $3.01M
SPTS
Spdr Portfolio Short Term Trea

ETFs
6.8K
+ 8.44%
$28.75 - $29.46 $196K - $200K
87.5K $2.57M
ABBV
Abb Vie Inc.

Healthcare
1.21K
New
$163.84 - $199.33 $198K - $241K
1.21K $239K
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 0.45%
$801.83 - $917.05 $20.8K - $23.8K
5.82K $5.16M
DHR
Danaher Corp

Healthcare
800
New
$239.25 - $280.76 $191K - $225K
800 $222K
T
At&T Inc.

Communication Services
10K
New
$18.21 - $22.28 $182K - $223K
10K $220K
VDE
Vanguard Energy ETF

ETFs
1.58K
New
$117.44 - $131.06 $185K - $207K
1.58K $193K
GILD
Gilead Sciences, Inc.

Healthcare
130
+ 1.88%
$66.59 - $83.99 $8.66K - $10.9K
7.04K $589K
CVX
Chevron Corp

Energy
959
+ 22.52%
$137.88 - $161.97 $132K - $155K
5.22K $768K
PFE
Pfizer Inc

Healthcare
1.59K
+ 2.79%
$27.7 - $31.39 $44K - $49.9K
58.5K $1.69M
UNP
Union Pacific Corp

Industrials
212
+ 9.15%
$221.78 - $256.09 $47K - $54.3K
2.53K $622K
META
Meta Platforms, Inc.

Communication Services
93
+ 15.25%
$453.41 - $572.44 $42.2K - $53.2K
703 $402K
XLRE
Select Sector Spdr Tr Real Est

ETFs
319
+ 3.62%
$38.04 - $45.36 $12.1K - $14.5K
9.13K $407K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
45
+ 7.94%
$405.19 - $478.57 $18.2K - $21.5K
612 $281K
LSTR
Landstar System Inc

Industrials
167
+ 3.8%
$173.24 - $193.87 $28.9K - $32.4K
4.56K $860K
UBER
Uber Technologies, Inc

Technology
41
+ 0.6%
$58.48 - $77.47 $2.4K - $3.18K
6.92K $520K
TTWO
Take Two Interactive Software Inc

Communication Services
402
+ 1.68%
$135.67 - $161.71 $54.5K - $65K
24.4K $3.75M
VUSB
Vanguard Bd Index Fds
19.7K
+ 11.47%
N/A
191K $0
Coherent Corp
959
+ 3.69%
N/A
27K $0
Gsk PLC
1.76K
+ 2.1%
N/A
85.4K $0
AVGO
Broadcom Inc.

Technology
2.15K
+ 796.3%
$136.27 - $1745.86 $293K - $3.75M
2.42K $417K
AMZN
Amazon Com Inc

Consumer Cyclical
1.65K
+ 3.01%
$161.02 - $200.0 $266K - $331K
56.7K $10.6M
Activity Summary
Buys All Purchases 60 New Holdings 7 Increased Positions 53 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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