Roberts Wealth Advisors, LLC Sells in Q3 2025

Roberts Wealth Advisors, LLC

  • $354 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
-43
- 0.76%
$646.03 - $807.39 $27.8K - $34.7K
5.61K $3.83M
COST
Costco Wholesale Corp

Consumer Defensive
-148
- 2.64%
$915.95 - $994.57 $136K - $147K
5.46K $5.06M
TT
Trane Technologies PLC

Industrials
-18
- 0.08%
$398.96 - $472.54 $7.18K - $8.51K
22.2K $9.35M
V
Visa Inc.

Financial Services
-360
- 2.17%
$332.09 - $358.86 $120K - $129K
16.2K $5.54M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.47K
- 2.64%
$211.65 - $238.24 $311K - $350K
54.1K $11.9M
CSCO
Cisco Systems, Inc.

Technology
-2.28K
- 2.86%
$66.2 - $71.79 $151K - $164K
77.7K $5.32M
ZTS
Zoetis Inc.

Healthcare
-251
- 1.27%
$141.13 - $159.19 $35.4K - $40K
19.5K $2.85M
PG
Procter & Gamble CO

Consumer Defensive
-426
- 1.51%
$150.47 - $161.22 $64.1K - $68.7K
27.8K $4.27M
INDA
Ishares Msci India Index Fund

ETFs
-67
- 0.11%
$51.98 - $55.84 $3.48K - $3.74K
58.6K $3.05M
SHEL
Shell PLC

Energy
-2.44K
- 7.2%
$69.82 - $73.93 $170K - $180K
31.5K $2.25M
GILD
Gilead Sciences, Inc.

Healthcare
-400
- 8.63%
$108.22 - $120.47 $43.3K - $48.2K
4.24K $470K
META
Meta Platforms, Inc.

Communication Services
-25
- 3.23%
$695.21 - $791.73 $17.4K - $19.8K
748 $549K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-206
- 5.34%
$82.38 - $83.0 $17K - $17.1K
3.65K $303K
XLB
Select Sector Spdr Fd Material

ETFs
-73
- 2.44%
$86.72 - $92.61 $6.33K - $6.76K
2.91K $261K
XLP
Consumer Staples Sector Spdr

ETFs
-7
- 0.1%
N/A
7.35K $558K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-112
- 0.15%
$29.12 - $29.34 $3.26K - $3.29K
77.1K $2.26M
Coherent Corp
-445
- 0.94%
N/A
46.8K $0
Linde PLC
-68
- 0.64%
N/A
10.6K $0
VUSB
Vanguard Bd Index Fds
-60K
- 30.1%
N/A
139K $0
XLE
Energy Sector Spdr

ETFs
-264
- 3.74%
$84.25 - $91.99 $22.2K - $24.3K
6.79K $606K
VPU
Vanguard Utilities ETF

ETFs
-6
- 0.37%
$175.25 - $189.41 $1.05K - $1.14K
1.63K $307K
XLF
Financial Sector Spdr

ETFs
-503
- 1.63%
$51.37 - $54.25 $25.8K - $27.3K
30.4K $1.64M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.78K
- 4.99%
$25.29 - $28.33 $44.9K - $50.3K
33.8K $942K
NSC
Norfolk Southern Corp

Industrials
-200
- 8.0%
$259.49 - $300.41 $51.9K - $60.1K
2.3K $690K
SCHW
Schwab Charles Corp

Financial Services
-492
- 2.11%
$91.03 - $98.69 $44.8K - $48.6K
22.9K $2.18M
IVV
Ishares Core S&P 500 ETF

ETFs
-3
- 0.16%
$620.67 - $670.08 $1.86K - $2.01K
1.86K $1.25M
AVGO
Broadcom Inc.

Technology
-50
- 2.54%
$264.74 - $369.57 $13.2K - $18.5K
1.92K $631K
XLC
Select Sector Spdr Tr Communic

ETFs
-542
- 3.21%
$105.99 - $119.41 $57.4K - $64.7K
16.3K $1.93M
QCOM
Qualcomm Inc

Technology
-713
- 2.22%
$145.84 - $173.55 $104K - $124K
31.3K $5.21M
XLY
Select Sector Spdr Consumer Di

ETFs
-71
- 1.18%
$216.09 - $242.18 $15.3K - $17.2K
5.94K $1.42M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-385
- 2.05%
$108.46 - $120.63 $41.8K - $46.4K
18.4K $2.19M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.71K
- 2.38%
$30.13 - $33.37 $51.6K - $57.2K
70.2K $2.34M
ROK
Rockwell Automation, Inc

Industrials
-107
- 0.81%
$328.67 - $358.52 $35.2K - $38.4K
13.1K $4.57M
MSFT
Microsoft Corp

Technology
-1.13K
- 2.97%
$491.09 - $535.64 $552K - $603K
36.8K $19M
HD
Home Depot, Inc.

Consumer Cyclical
-55
- 0.9%
$357.4 - $423.42 $19.7K - $23.3K
6.08K $2.46M
DD
Du Pont De Nemours, Inc.

Basic Materials
-821
- 2.12%
$69.9 - $78.26 $57.4K - $64.3K
37.8K $2.95M
ORCL
Oracle Corp

Technology
-599
- 7.53%
$218.96 - $328.33 $131K - $197K
7.36K $2.07M
TTWO
Take Two Interactive Software Inc

Communication Services
-150
- 0.61%
$217.37 - $259.96 $32.6K - $39K
24.4K $6.3M
XLK
Technology Sector Spdr

ETFs
-108
- 0.81%
$250.97 - $282.66 $27.1K - $30.5K
13.3K $3.74M
VEA
Vanguard Ftse Developed Market

ETFs
-86
- 0.06%
$56.02 - $60.3 $4.82K - $5.19K
151K $9.07M
JPM
Jpmorgan Chase & CO

Financial Services
-531
- 2.12%
$282.78 - $316.06 $150K - $168K
24.5K $7.72M
GOOGL
Alphabet Inc.

Communication Services
-40
- 0.36%
$174.36 - $254.72 $6.97K - $10.2K
11.2K $2.72M
EA
Electronic Arts Inc.

Communication Services
-214
- 1.0%
$147.79 - $202.05 $31.6K - $43.2K
21.1K $4.26M
WSM
Williams Sonoma Inc

Consumer Cyclical
-6
- 0.02%
$163.62 - $210.2 $982 - $1.26K
27.1K $5.3M
AAPL
Apple Inc.

Technology
-1.35K
- 1.45%
$202.38 - $256.87 $273K - $347K
91.4K $23.3M
GOOG
Alphabet Inc.

Communication Services
-1.4K
- 1.69%
$175.16 - $255.24 $246K - $358K
81.5K $19.9M
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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