Roberts Wealth Advisors, LLC Incresed Positions in Q1 2025

Roberts Wealth Advisors, LLC

  • $299 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
947
+ 3.67%
$173.46 - $217.6 $164K - $206K
26.8K $5.83M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
18.8K
+ 5.49%
$18.36 - $20.51 $346K - $387K
362K $7.16M
CCJ
Cameco Corp

Energy
21.1K
+ 117.09%
$40.64 - $56.86 $857K - $1.2M
39.1K $1.61M
CRM
Salesforce, Inc.

Technology
5.03K
+ 45.37%
$268.36 - $359.95 $1.35M - $1.81M
16.1K $4.32M
SE
Sea LTD

Consumer Cyclical
329
+ 1.4%
$104.87 - $146.31 $34.5K - $48.1K
23.8K $3.11M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.97K
+ 3.18%
$42.5 - $46.71 $211K - $232K
161K $7.29M
XOM
Exxon Mobil Corp

Energy
488
+ 2.53%
$105.44 - $118.93 $51.5K - $58K
19.8K $2.35M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
152
+ 0.83%
$98.98 - $113.18 $15K - $17.2K
18.5K $2.09M
NKE
Nike, Inc.

Consumer Cyclical
8.98K
+ 25.53%
$63.29 - $81.72 $569K - $734K
44.2K $2.8M
XLE
Energy Sector Spdr

ETFs
87
+ 1.26%
$85.7 - $93.96 $7.46K - $8.17K
6.99K $653K
XLF
Financial Sector Spdr

ETFs
229
+ 0.74%
$47.32 - $52.19 $10.8K - $12K
31K $1.54M
VOOV
Vanguard S&P 500 Value ETF

ETFs
298
+ 16.81%
$179.71 - $192.06 $53.6K - $57.2K
2.07K $381K
QCOM
Qualcomm Inc

Technology
318
+ 1.06%
$151.94 - $175.86 $48.3K - $55.9K
30.2K $4.64M
CRWD
Crowd Strike Holdings, Inc.

Technology
4
+ 0.1%
$308.86 - $455.36 $1.24K - $1.82K
3.88K $1.37M
Coherent Corp
19.8K
+ 72.77%
N/A
46.9K $0
VOOG
Vanguard S&P 500 Growth ETF

ETFs
27
+ 3.11%
$333.37 - $384.99 $9K - $10.4K
896 $299K
NEE
Nextera Energy Inc

Utilities
217
+ 0.3%
$66.96 - $76.16 $14.5K - $16.5K
73.2K $5.19M
INTU
Intuit Inc

Technology
48
+ 0.84%
$555.63 - $630.23 $26.7K - $30.3K
5.74K $3.52M
DD
Du Pont De Nemours, Inc.

Basic Materials
48
+ 0.13%
$72.7 - $84.32 $3.49K - $4.05K
38.2K $2.85M
LSTR
Landstar System Inc

Industrials
134
+ 2.9%
$146.63 - $177.82 $19.6K - $23.8K
4.75K $713K
HD
Home Depot, Inc.

Consumer Cyclical
9
+ 0.15%
$347.25 - $424.87 $3.13K - $3.82K
6.11K $2.24M
TMO
Thermo Fisher Scientific Inc.

Healthcare
100
+ 1.22%
$497.6 - $606.74 $49.8K - $60.7K
8.3K $4.13M
ADBE
Adobe Inc.

Technology
517
+ 7.1%
$377.84 - $464.11 $195K - $240K
7.8K $2.99M
ROK
Rockwell Automation, Inc

Industrials
141
+ 1.09%
$255.29 - $303.75 $36K - $42.8K
13.1K $3.39M
ORCL
Oracle Corp

Technology
98
+ 0.48%
$139.81 - $186.47 $13.7K - $18.3K
20.6K $2.88M
MRK
Merck & Co., Inc.

Healthcare
333
+ 0.57%
$83.01 - $101.02 $27.6K - $33.6K
59K $5.3M
THS
Tree House Foods, Inc.

Consumer Defensive
3.1K
+ 3.64%
$26.2 - $35.54 $81.3K - $110K
88.4K $2.39M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.9K
+ 4.13%
$65.15 - $91.81 $124K - $174K
47.9K $3.12M
MSFT
Microsoft Corp

Technology
26
+ 0.07%
$375.39 - $447.2 $9.76K - $11.6K
38.5K $14.5M
Activity Summary
Buys All Purchases 38 New Holdings 8 Increased Positions 30 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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