Roberts Wealth Advisors, LLC Portfolio Holdings
Roberts Wealth Advisors, LLC
- $325 Million
- Q2 2025
Roberts Wealth Advisors, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $325 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 $23M, Apple Inc. with a value of $19M, Microsoft Corp with a value of $18.8M, Alphabet Inc. with a value of $14.7M, and Jp Morgan Exch Traded Fd Tr Sh with a value of $12.7M.
Examining the 13F form we can see an increase of $26.2M in the current position value, from $299M to 325M.
Below you can find more details about Roberts Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$325 Million
ETFs: $102 Million
Technology: $68.7 Million
Communication Services: $35.6 Million
Consumer Cyclical: $26.5 Million
Financial Services: $21.1 Million
Healthcare: $17.2 Million
Industrials: $15.4 Million
Real Estate: $10.7 Million
Other: $27.9 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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