Roberts Wealth Advisors, LLC Sells in Q2 2025

Roberts Wealth Advisors, LLC

  • $325 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-493
- 0.53%
$172.42 - $223.89 $85K - $110K
92.7K $19M
ORCL
Oracle Corp

Technology
-12.7K
- 61.42%
$122.82 - $218.63 $1.56M - $2.77M
7.95K $1.74M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.83K
- 64.27%
$77.94 - $79.5 $455K - $464K
3.24K $257K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-7.8K
- 9.18%
$29.07 - $29.38 $227K - $229K
77.2K $2.26M
SPY
Spdr S&P 500 ETF Trust

ETFs
-698
- 16.95%
$496.48 - $617.85 $347K - $431K
3.42K $2.11M
UNP
Union Pacific Corp

Industrials
-650
- 17.43%
$208.27 - $238.46 $135K - $155K
3.08K $708K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.84K
- 32.26%
$82.21 - $83.12 $151K - $153K
3.86K $319K
MDT
Medtronic PLC

Healthcare
-358
- 1.04%
$80.68 - $88.86 $28.9K - $31.8K
34.2K $2.98M
UBER
Uber Technologies, Inc

Technology
-2.89K
- 38.82%
$64.62 - $93.3 $187K - $270K
4.56K $425K
NEE
Nextera Energy Inc

Utilities
-139
- 0.19%
$64.11 - $75.0 $8.91K - $10.4K
73.1K $5.07M
V
Visa Inc.

Financial Services
-403
- 2.37%
$308.27 - $373.31 $124K - $150K
16.6K $5.88M
PEP
Pepsico Inc

Consumer Defensive
-166
- 8.08%
$128.02 - $151.37 $21.3K - $25.1K
1.89K $249K
NSC
Norfolk Southern Corp

Industrials
-400
- 13.79%
$206.34 - $257.46 $82.5K - $103K
2.5K $639K
GILD
Gilead Sciences, Inc.

Healthcare
-300
- 6.08%
$96.91 - $113.0 $29.1K - $33.9K
4.64K $513K
SNOW
Snowflake Inc.

Technology
-800
- 40.0%
$130.53 - $223.77 $104K - $179K
1.2K $268K
QLYS
Qualys, Inc.

Technology
-500
- 13.51%
$115.21 - $142.87 $57.6K - $71.4K
3.2K $457K
Dimensional ETF Trust
-1.74K
- 17.08%
N/A
8.44K $0
Linde PLC
-233
- 2.14%
N/A
10.7K $0
VUSB
Vanguard Bd Index Fds
-72K
- 26.52%
N/A
199K $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
-18
- 0.69%
$152.93 - $181.74 $2.75K - $3.27K
2.61K $473K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-601
- 1.66%
$20.42 - $25.3 $12.3K - $15.2K
35.6K $899K
XLF
Financial Sector Spdr

ETFs
-87
- 0.28%
$43.92 - $52.37 $3.82K - $4.56K
30.9K $1.62M
IVV
Ishares Core S&P 500 ETF

ETFs
-16
- 0.85%
$498.8 - $620.9 $7.98K - $9.93K
1.87K $1.16M
XLC
Select Sector Spdr Tr Communic

ETFs
-681
- 3.88%
$86.13 - $108.53 $58.7K - $73.9K
16.9K $1.83M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.12K
- 1.54%
$24.38 - $30.18 $27.4K - $33.9K
72K $2.17M
COST
Costco Wholesale Corp

Consumer Defensive
-78
- 1.37%
$908.13 - $1056.85 $70.8K - $82.4K
5.61K $5.56M
AVGO
Broadcom Inc.

Technology
-150
- 7.09%
$146.29 - $275.65 $21.9K - $41.3K
1.97K $541K
CSCO
Cisco Systems, Inc.

Technology
-2.17K
- 2.64%
$53.19 - $69.38 $115K - $150K
80K $5.55M
XLK
Technology Sector Spdr

ETFs
-89
- 0.66%
$179.73 - $253.23 $16K - $22.5K
13.4K $3.39M
VEA
Vanguard Ftse Developed Market

ETFs
-141
- 0.09%
$45.65 - $57.01 $6.44K - $8.04K
152K $8.64M
INTU
Intuit Inc

Technology
-85
- 1.48%
$544.07 - $787.63 $46.2K - $66.9K
5.66K $4.45M
TT
Trane Technologies PLC

Industrials
-3.01K
- 11.94%
$315.21 - $437.41 $948K - $1.32M
22.2K $9.7M
CCJ
Cameco Corp

Energy
-279
- 0.71%
$36.68 - $74.46 $10.2K - $20.8K
38.8K $2.88M
MSFT
Microsoft Corp

Technology
-629
- 1.63%
$354.56 - $497.45 $223K - $313K
37.9K $18.8M
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
Track This Portfolio

Track Roberts Wealth Advisors, LLC Portfolio

Follow Roberts Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roberts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roberts Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email