ROBERTS WEALTH ADVISORS, LLC Top 13F Holdings

Roberts Wealth Advisors is based out of Palo Alto. Roberts Wealth Advisors is a large advisory firm with 126 clients and discretionary assets under management (AUM) of $306,073,053 …

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$306073053
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ROBERTS WEALTH ADVISORS, LLC Top 13F Holdings

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Roberts Wealth Advisors is based out of Palo Alto. Roberts Wealth Advisors is a large advisory firm with 126 clients and discretionary assets under management (AUM) of $306,073,053 …

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$309
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Roberts Wealth Advisors, LLC 13F Filings

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Oct 12, 2021 · Roberts Wealth Advisors, LLC reported 95 holdings with total value $309 M as of Q3 2024. ... MSFT, GOOG, and VB. Roberts Wealth Advisors, LLC 13F Portfolio Filings Most …

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$309
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Roberts Wealth Advisors, LLC Q3 2024 13F Top Portfolio Holdings

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Aug 13, 2024 · Roberts Wealth Advisors, LLC reported 95 holdings with total value $309 M as of Q3 2024. ... Top holdings included AAPL, JPST, MSFT, GOOG, and VB. Roberts Wealth …

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$309151
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All Stocks Held By Roberts Wealth Advisors LLC

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Roberts Wealth Advisors LLC Info: Size ($ in 1000's) At 09/30/2024: $309,151 At 06/30/2024: $296,035. Roberts Wealth Advisors LLC AUM history. Roberts Wealth Advisors LLC holdings …

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$227
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Roberts Wealth Advisors, LLC Q2 2023 13F Top Portfolio Holdings

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Roberts Wealth Advisors, LLC reported 86 holdings with total value $227 M as of Q2 2023. ... Top holdings included JPST, AAPL, MSFT, GOOG, and VB. Roberts Wealth Advisors, LLC Q2 …

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$268
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Roberts Wealth Advisors, LLC Q1 2024 13F Top Portfolio Holdings

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Roberts Wealth Advisors, LLC reported 94 holdings with total value $268 M as of Q1 2024. ... Top holdings included JPST, MSFT, GOOG, AAPL, and VB. Roberts Wealth Advisors, LLC Q1 …

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$293
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Roberts Wealth Advisors, LLC Q2 2024 13F Top Portfolio Holdings

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Aug 13, 2024 · Roberts Wealth Advisors, LLC reported 90 holdings with total value $293 M as of Q2 2024. ... Top holdings included AAPL, MSFT, JPST, GOOG, and AMZN. Roberts Wealth …

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$000
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Roberts Wealth Advisors, LLC Q3 2023 13F Top Portfolio Holdings

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Roberts Wealth Advisors, LLC top investments as of Q3 2023 based on public SEC filings ... Q3 2023 13F Holdings Location Palo Alto, CA Holdings as of 9/30/2023 Value ($000) $227,434 …

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