Roberts Wealth Advisors, LLC Portfolio Holdings
Roberts Wealth Advisors, LLC
- $274 Million
- Q2 2024
Roberts Wealth Advisors, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $274 Million distributed in 90 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.4M, Microsoft Corp with a value of $16.9M, Jp Morgan ETF Tr Ultra Short I with a value of $16.5M, Alphabet Inc. with a value of $15.1M, and Vanguard Small Cap ETF with a value of $10.8M.
Examining the 13F form we can see an increase of $12.7M in the current position value, from $261M to 274M.
Below you can find more details about Roberts Wealth Advisors, LLC portfolio as well as his latest detailed transactions.