Roberts Wealth Advisors, LLC New Holdings in Q4 2024

Roberts Wealth Advisors, LLC

  • $303 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EA
Electronic Arts Inc.

Communication Services
21.7K
New
$140.69 - $167.97 $3.06M - $3.65M
21.7K $3.18M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
18.3K
New
$101.77 - $113.02 $1.87M - $2.07M
18.3K $1.94M
CCJ
Cameco Corp

Energy
18K
New
$48.64 - $61.14 $876K - $1.1M
18K $925K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.25K
New
$521.84 - $558.82 $652K - $699K
1.25K $673K
PEP
Pepsico Inc

Consumer Defensive
2.06K
New
$151.29 - $176.1 $311K - $362K
2.06K $312K
VPU
Vanguard Utilities ETF

ETFs
1.68K
New
$160.52 - $179.11 $270K - $301K
1.68K $274K
AXP
American Express CO

Financial Services
900
New
$267.35 - $305.57 $241K - $275K
900 $267K
TSLA
Tesla, Inc.

Consumer Cyclical
596
New
$213.65 - $479.86 $127K - $286K
596 $240K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.68K
New
$61.68 - $67.87 $227K - $249K
3.68K $228K
IBM
International Business Machines Corp

Technology
911
New
$204.9 - $238.04 $187K - $217K
911 $200K
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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