Roberts Wealth Advisors, LLC Incresed Positions in Q3 2025

Roberts Wealth Advisors, LLC

  • $354 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
105K
+ 39.29%
$47.02 - $47.71 $4.93M - $5M
372K $17.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
37.7K
+ 8.31%
$50.47 - $50.74 $1.9M - $1.91M
491K $24.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.29K
+ 1.92%
$49.43 - $54.52 $163K - $179K
175K $9.47M
VB
Vanguard Small Cap ETF

ETFs
33
+ 0.07%
$237.58 - $259.17 $7.84K - $8.55K
48.4K $12.3M
NKE
Nike, Inc.

Consumer Cyclical
12.6K
+ 27.11%
$69.24 - $79.24 $870K - $996K
58.9K $4.11M
TMO
Thermo Fisher Scientific Inc.

Healthcare
175
+ 2.03%
$404.94 - $499.99 $70.9K - $87.5K
8.8K $4.27M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.37K
+ 1.86%
$21.69 - $23.34 $160K - $172K
403K $9.39M
VTR
Ventas, Inc.

Real Estate
359
+ 0.5%
$62.76 - $69.99 $22.5K - $25.1K
72.7K $5.09M
NEE
Nextera Energy Inc

Utilities
864
+ 1.18%
$69.77 - $77.54 $60.3K - $67K
74K $5.58M
SE
Sea LTD

Consumer Cyclical
235
+ 0.95%
$146.23 - $196.5 $34.4K - $46.2K
25K $4.46M
MRK
Merck & Co., Inc.

Healthcare
492
+ 0.76%
$77.6 - $87.37 $38.2K - $43K
64.9K $5.45M
SPY
Spdr S&P 500 ETF Trust

ETFs
132
+ 3.86%
$617.65 - $666.84 $81.5K - $88K
3.55K $2.37M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
208
+ 1.08%
$90.62 - $107.71 $18.8K - $22.4K
19.5K $1.92M
FANG
Diamondback Energy, Inc.

Energy
308
+ 2.73%
$134.53 - $152.5 $41.4K - $47K
11.6K $1.66M
CVX
Chevron Corp

Energy
185
+ 3.02%
$145.57 - $161.83 $26.9K - $29.9K
6.3K $978K
XOM
Exxon Mobil Corp

Energy
9
+ 0.04%
$105.83 - $117.22 $952 - $1.05K
20.1K $2.26M
XLI
Industrial Sector Spdr

ETFs
129
+ 1.77%
$147.94 - $154.99 $19.1K - $20K
7.4K $1.14M
VZ
Verizon Communications Inc

Communication Services
454
+ 0.7%
$40.84 - $45.06 $18.5K - $20.5K
65.1K $2.86M
XLV
Select Sector Spdr Fund Health

ETFs
6
+ 0.07%
$129.01 - $139.72 $774 - $838
9.09K $1.26M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
6
+ 0.67%
$393.18 - $439.39 $2.36K - $2.64K
905 $394K
PEP
Pepsico Inc

Consumer Defensive
153
+ 8.1%
$133.81 - $152.16 $20.5K - $23.3K
2.04K $286K
VOOV
Vanguard S&P 500 Value ETF

ETFs
34
+ 1.64%
$187.97 - $199.47 $6.39K - $6.78K
2.11K $420K
XLRE
Select Sector Spdr Tr Real Est

ETFs
160
+ 1.76%
$40.94 - $42.85 $6.55K - $6.86K
9.27K $390K
Gsk PLC
933
+ 1.11%
N/A
85.1K $0
CRWD
Crowd Strike Holdings, Inc.

Technology
52
+ 1.3%
$412.46 - $514.1 $21.4K - $26.7K
4.05K $1.99M
ADBE
Adobe Inc.

Technology
16
+ 0.19%
$333.65 - $392.1 $5.34K - $6.27K
8.54K $3.01M
DIS
Walt Disney CO

Communication Services
1.27K
+ 2.61%
$112.25 - $124.0 $142K - $157K
49.8K $5.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
384
+ 0.79%
$65.64 - $78.22 $25.2K - $30K
48.8K $3.27M
TW
Tradeweb Markets Inc.

Financial Services
184
+ 1.22%
$110.5 - $146.12 $20.3K - $26.9K
15.2K $1.69M
CRM
Salesforce, Inc.

Technology
295
+ 1.79%
$231.66 - $273.65 $68.3K - $80.7K
16.8K $3.97M
AMT
American Tower Corp

Real Estate
617
+ 2.23%
$192.32 - $232.35 $119K - $143K
28.3K $5.44M
Activity Summary
Buys All Purchases 39 New Holdings 7 Increased Positions 32 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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