Roberts Wealth Advisors, LLC Incresed Positions in Q2 2025

Roberts Wealth Advisors, LLC

  • $325 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
136K
+ 103.79%
$46.46 - $47.44 $6.31M - $6.45M
267K $12.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
41.4K
+ 10.04%
$50.36 - $50.68 $2.08M - $2.1M
454K $23M
GOOG
Alphabet Inc.

Communication Services
760
+ 0.93%
$146.58 - $180.01 $111K - $137K
82.9K $14.7M
AMZN
Amazon Com Inc

Consumer Cyclical
220
+ 0.4%
$167.32 - $223.3 $36.8K - $49.1K
55.6K $12.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
33.7K
+ 9.3%
$17.76 - $22.1 $598K - $744K
396K $8.75M
DIS
Walt Disney CO

Communication Services
899
+ 1.89%
$81.72 - $124.01 $73.5K - $111K
48.5K $6.02M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.3K
+ 6.41%
$39.89 - $49.46 $412K - $511K
171K $8.48M
JPM
Jpmorgan Chase & CO

Financial Services
151
+ 0.61%
$210.28 - $289.91 $31.8K - $43.8K
25K $7.25M
ROK
Rockwell Automation, Inc

Industrials
48
+ 0.37%
$218.97 - $332.17 $10.5K - $15.9K
13.2K $4.37M
VB
Vanguard Small Cap ETF

ETFs
819
+ 1.72%
$193.73 - $237.37 $159K - $194K
48.3K $11.5M
SE
Sea LTD

Consumer Cyclical
924
+ 3.88%
$105.57 - $170.4 $97.5K - $157K
24.7K $3.96M
NVDA
Nvidia Corp

Technology
130
+ 0.98%
$94.31 - $157.99 $12.3K - $20.5K
13.5K $2.13M
CRWD
Crowd Strike Holdings, Inc.

Technology
118
+ 3.04%
$321.63 - $509.31 $38K - $60.1K
4K $2.04M
NKE
Nike, Inc.

Consumer Cyclical
2.18K
+ 4.94%
$53.27 - $72.04 $116K - $157K
46.4K $3.29M
PYPL
Pay Pal Holdings, Inc.

Financial Services
574
+ 1.2%
$57.41 - $74.81 $33K - $42.9K
48.4K $3.6M
QCOM
Qualcomm Inc

Technology
1.86K
+ 6.15%
$124.66 - $159.48 $232K - $296K
32.1K $5.11M
INDA
Ishares Msci India Index Fund

ETFs
2.94K
+ 5.27%
$49.13 - $55.86 $144K - $164K
58.6K $3.27M
SCHW
Schwab Charles Corp

Financial Services
51
+ 0.22%
$69.06 - $91.24 $3.52K - $4.65K
23.3K $2.13M
ADBE
Adobe Inc.

Technology
722
+ 9.26%
$340.0 - $420.68 $245K - $304K
8.52K $3.3M
AMT
American Tower Corp

Real Estate
873
+ 3.26%
$203.96 - $228.19 $178K - $199K
27.7K $6.11M
WSM
Williams Sonoma Inc

Consumer Cyclical
349
+ 1.3%
$137.62 - $174.44 $48K - $60.9K
27.1K $4.43M
CRM
Salesforce, Inc.

Technology
369
+ 2.29%
$236.26 - $291.15 $87.2K - $107K
16.5K $4.49M
XLI
Industrial Sector Spdr

ETFs
77
+ 1.07%
$116.42 - $147.52 $8.96K - $11.4K
7.27K $1.07M
XLY
Select Sector Spdr Consumer Di

ETFs
29
+ 0.49%
$176.34 - $218.59 $5.11K - $6.34K
6.01K $1.31M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3
+ 0.33%
$299.15 - $396.54 $897 - $1.19K
899 $356K
HD
Home Depot, Inc.

Consumer Cyclical
24
+ 0.39%
$335.24 - $380.78 $8.05K - $9.14K
6.13K $2.25M
VOOV
Vanguard S&P 500 Value ETF

ETFs
5
+ 0.24%
$162.65 - $188.71 $813 - $944
2.08K $391K
XLRE
Select Sector Spdr Tr Real Est

ETFs
259
+ 2.93%
$37.08 - $42.26 $9.6K - $10.9K
9.11K $377K
XLB
Select Sector Spdr Fd Material

ETFs
3
+ 0.1%
$74.27 - $88.92 $223 - $267
2.99K $262K
XLP
Consumer Staples Sector Spdr

ETFs
39
+ 0.53%
N/A
7.36K $559K
Gsk PLC
3.85K
+ 4.79%
N/A
84.2K $0
Coherent Corp
271
+ 0.58%
N/A
47.2K $0
TW
Tradeweb Markets Inc.

Financial Services
131
+ 0.88%
$125.37 - $149.02 $16.4K - $19.5K
15K $2.2M
XLE
Energy Sector Spdr

ETFs
66
+ 0.94%
$76.44 - $94.13 $5.05K - $6.21K
7.06K $598K
VZ
Verizon Communications Inc

Communication Services
1.63K
+ 2.59%
$41.67 - $45.62 $68K - $74.4K
64.6K $2.8M
ZTS
Zoetis Inc.

Healthcare
586
+ 3.06%
$144.41 - $170.3 $84.6K - $99.8K
19.7K $3.08M
SHEL
Shell PLC

Energy
272
+ 0.81%
$59.75 - $73.05 $16.3K - $19.9K
33.9K $2.39M
XLV
Select Sector Spdr Fund Health

ETFs
128
+ 1.43%
$128.77 - $144.3 $16.5K - $18.5K
9.08K $1.22M
FANG
Diamondback Energy, Inc.

Energy
949
+ 9.18%
$119.25 - $161.49 $113K - $153K
11.3K $1.55M
XOM
Exxon Mobil Corp

Energy
318
+ 1.61%
$99.93 - $119.04 $31.8K - $37.9K
20.1K $2.16M
MRK
Merck & Co., Inc.

Healthcare
5.45K
+ 9.24%
$73.47 - $87.12 $401K - $475K
64.4K $5.1M
DD
Du Pont De Nemours, Inc.

Basic Materials
479
+ 1.25%
$55.13 - $75.25 $26.4K - $36K
38.7K $2.65M
PG
Procter & Gamble CO

Consumer Defensive
66
+ 0.23%
$157.66 - $172.39 $10.4K - $11.4K
28.2K $4.49M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
755
+ 4.08%
$90.21 - $112.66 $68.1K - $85.1K
19.3K $1.76M
VTR
Ventas, Inc.

Real Estate
721
+ 1.01%
$62.45 - $70.08 $45K - $50.5K
72.4K $4.57M
TMO
Thermo Fisher Scientific Inc.

Healthcare
321
+ 3.87%
$390.26 - $489.06 $125K - $157K
8.63K $3.5M
Activity Summary
Buys All Purchases 48 New Holdings 1 Increased Positions 47 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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