Roberts Wealth Advisors, LLC Portfolio Holdings
Roberts Wealth Advisors, LLC
- $299 Million
- Q1 2025
Roberts Wealth Advisors, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $299 Million distributed in 99 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 $20.9M, Apple Inc. with a value of $20.7M, Microsoft Corp with a value of $14.5M, Alphabet Inc. with a value of $12.8M, and Vanguard Small Cap ETF with a value of $10.5M.
Examining the 13F form we can see an decrease of $3.99M in the current position value, from $303M to 299M.
Below you can find more details about Roberts Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$299 Million
ETFs: $87.9 Million
Technology: $63.4 Million
Communication Services: $30.7 Million
Consumer Cyclical: $23.3 Million
Financial Services: $19.4 Million
Healthcare: $18.9 Million
Industrials: $14.2 Million
Consumer Defensive: $12.9 Million
Other: $28.1 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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