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Home > Institutional Investor > Roberts Wealth Advisors, Llc > Profile

Instuitional Investor - Roberts Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Roberts Wealth Advisors, Llc
Portfolio Value $329,126,690
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 93,499 $22,240,630 6.75%
2.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 418,712 $21,132,420 6.42%
3.
Microsoft Corp
 MSFT 38,484 $16,406,160 4.98%
4.
Alphabet Inc.
 GOOGL 82,597 $16,269,990 4.94%
5.
Vanguard Bd Index Fds - VANGUARD ULTRA
 300,176 $14,917,250 4.53%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)