Roberts Wealth Advisors, LLC Portfolio Holdings
Roberts Wealth Advisors, LLC
- $293 Million
- Q3 2024
Roberts Wealth Advisors, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $293 Million distributed in 95 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22M, Jp Morgan ETF Tr Ultra Short I with a value of $17.3M, Microsoft Corp with a value of $16.5M, Alphabet Inc. with a value of $13.9M, and Vanguard Small Cap ETF with a value of $12M.
Examining the 13F form we can see an increase of $18.9M in the current position value, from $274M to 293M.
Below you can find more details about Roberts Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$293 Million
ETFs: $80.7 Million
Technology: $67.9 Million
Communication Services: $32 Million
Consumer Cyclical: $23.7 Million
Healthcare: $19.2 Million
Financial Services: $18.3 Million
Industrials: $15.4 Million
Consumer Defensive: $10.7 Million
Other: $24.5 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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