Roberts Wealth Advisors, LLC Portfolio Holdings
Roberts Wealth Advisors, LLC
- $261 Million
- Q1 2024
Roberts Wealth Advisors, LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $261 Million distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $16.8M, Microsoft Corp with a value of $15.9M, Alphabet Inc. with a value of $12.5M, Apple Inc. with a value of $11.3M, and Vanguard Small Cap ETF with a value of $10.9M.
Examining the 13F form we can see an decrease of $382M in the current position value, from $643M to 261M.
Below you can find more details about Roberts Wealth Advisors, LLC portfolio as well as his latest detailed transactions.