Roberts Wealth Advisors, LLC Incresed Positions in Q4 2024

Roberts Wealth Advisors, LLC

  • $303 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
77.6K
+ 22.75%
$50.37 - $50.6 $3.91M - $3.93M
419K $21.1M
MRK
Merck & Co., Inc.

Healthcare
30.6K
+ 109.38%
$96.31 - $114.76 $2.95M - $3.52M
58.7K $5.84M
THS
Tree House Foods, Inc.

Consumer Defensive
63.8K
+ 297.43%
$31.59 - $42.18 $2.02M - $2.69M
85.3K $3M
WSM
Williams Sonoma Inc

Consumer Cyclical
5.5K
+ 25.38%
$129.13 - $198.21 $710K - $1.09M
27.1K $5.03M
DIS
Walt Disney CO

Communication Services
1.93K
+ 4.15%
$92.39 - $117.6 $178K - $226K
48.3K $5.38M
VB
Vanguard Small Cap ETF

ETFs
2.72K
+ 5.38%
$233.76 - $261.58 $636K - $711K
53.3K $12.8M
TTWO
Take Two Interactive Software Inc

Communication Services
206
+ 0.85%
$147.66 - $190.46 $30.4K - $39.2K
24.6K $4.52M
CRM
Salesforce, Inc.

Technology
75
+ 0.68%
$270.87 - $367.87 $20.3K - $27.6K
11.1K $3.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
933
+ 2.07%
$77.25 - $91.3 $72.1K - $85.2K
46K $3.92M
ROK
Rockwell Automation, Inc

Industrials
473
+ 3.78%
$264.65 - $302.92 $125K - $143K
13K $3.71M
SE
Sea LTD

Consumer Cyclical
161
+ 0.69%
$93.56 - $117.41 $15.1K - $18.9K
23.5K $2.49M
SHEL
Shell PLC

Energy
5.81K
+ 20.87%
$60.63 - $70.23 $352K - $408K
33.7K $2.11M
XLE
Energy Sector Spdr

ETFs
3.15K
+ 83.71%
$83.32 - $97.27 $262K - $306K
6.9K $591K
XLF
Financial Sector Spdr

ETFs
3.57K
+ 13.14%
$44.89 - $51.34 $160K - $183K
30.8K $1.49M
CRWD
Crowd Strike Holdings, Inc.

Technology
14
+ 0.36%
$275.15 - $388.2 $3.85K - $5.43K
3.87K $1.33M
UNP
Union Pacific Corp

Industrials
1.25K
+ 49.37%
$223.15 - $249.32 $278K - $311K
3.78K $861K
SCHW
Schwab Charles Corp

Financial Services
309
+ 1.34%
$63.31 - $82.85 $19.6K - $25.6K
23.4K $1.73M
SPY
Spdr S&P 500 ETF Trust

ETFs
260
+ 6.54%
$567.81 - $607.81 $148K - $158K
4.24K $2.48M
NSC
Norfolk Southern Corp

Industrials
950
+ 43.18%
$230.6 - $277.0 $219K - $263K
3.15K $739K
VO
Vanguard Mid Cap ETF

ETFs
591
+ 61.82%
$261.5 - $284.63 $155K - $168K
1.55K $408K
SPTS
Spdr Portfolio Short Term Trea

ETFs
6.58K
+ 7.52%
$28.88 - $29.33 $190K - $193K
94K $2.73M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.55K
+ 7.82%
$113.92 - $127.38 $177K - $198K
21.4K $2.46M
CVX
Chevron Corp

Energy
1.06K
+ 20.36%
$141.15 - $162.53 $150K - $173K
6.28K $909K
PG
Procter & Gamble CO

Consumer Defensive
1.56K
+ 5.78%
$161.05 - $179.7 $252K - $281K
28.6K $4.8M
META
Meta Platforms, Inc.

Communication Services
70
+ 9.96%
$554.08 - $632.68 $38.8K - $44.3K
773 $455K
VOOV
Vanguard S&P 500 Value ETF

ETFs
312
+ 21.36%
$184.21 - $199.29 $57.5K - $62.2K
1.77K $327K
IVV
Ishares Core S&P 500 ETF

ETFs
33
+ 1.54%
$570.51 - $610.59 $18.8K - $20.1K
2.18K $1.28M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
63
+ 7.82%
$340.59 - $380.5 $21.5K - $24K
869 $318K
ABBV
Abb Vie Inc.

Healthcare
241
+ 19.9%
$164.99 - $203.87 $39.8K - $49.1K
1.45K $258K
SCHA
Schwab Strategic Tr Us Small C

ETFs
18.6K
+ 100.54%
$25.33 - $51.16 $472K - $952K
37.1K $960K
ADI
Analog Devices Inc

Technology
124
+ 8.53%
$206.35 - $236.48 $25.6K - $29.3K
1.58K $335K
VUSB
Vanguard Bd Index Fds
109K
+ 56.83%
N/A
300K $0
Coherent Corp
199
+ 0.74%
N/A
27.2K $0
Linde PLC
4
+ 0.04%
N/A
11K $0
DHR
Danaher Corp

Healthcare
150
+ 18.75%
$226.16 - $274.52 $33.9K - $41.2K
950 $218K
XLI
Industrial Sector Spdr

ETFs
113
+ 1.53%
$131.76 - $143.99 $14.9K - $16.3K
7.49K $986K
HD
Home Depot, Inc.

Consumer Cyclical
98
+ 1.63%
$385.02 - $431.37 $37.7K - $42.3K
6.1K $2.37M
LSTR
Landstar System Inc

Industrials
60
+ 1.32%
$171.86 - $192.81 $10.3K - $11.6K
4.62K $793K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11K
+ 7.56%
$44.04 - $49.49 $484K - $543K
156K $6.88M
UBER
Uber Technologies, Inc

Technology
525
+ 7.58%
$59.93 - $86.34 $31.5K - $45.3K
7.45K $449K
XOM
Exxon Mobil Corp

Energy
675
+ 3.63%
$105.51 - $125.37 $71.2K - $84.6K
19.3K $2.07M
SCHO
Schwab Short Term Us Treasury

ETFs
3.74K
+ 27.11%
$24.06 - $48.88 $89.9K - $183K
17.5K $421K
MSFT
Microsoft Corp

Technology
89
+ 0.23%
$406.35 - $454.46 $36.2K - $40.4K
38.5K $16.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
182K
+ 112.15%
$18.41 - $40.87 $3.34M - $7.42M
343K $6.35M
VTR
Ventas, Inc.

Real Estate
652
+ 0.91%
$57.73 - $66.48 $37.6K - $43.3K
72.5K $4.27M
VZ
Verizon Communications Inc

Communication Services
4.59K
+ 3.9%
$39.6 - $45.21 $182K - $207K
122K $4.89M
DD
Du Pont De Nemours, Inc.

Basic Materials
500
+ 1.33%
$75.95 - $88.05 $38K - $44K
38.1K $2.91M
ZTS
Zoetis Inc.

Healthcare
338
+ 1.81%
$162.24 - $194.42 $54.8K - $65.7K
19K $3.09M
NEE
Nextera Energy Inc

Utilities
3.8K
+ 5.48%
$69.77 - $85.43 $265K - $324K
73K $5.23M
Activity Summary
Buys All Purchases 62 New Holdings 10 Increased Positions 52 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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