Roberts Wealth Advisors LLC Has $3.50 Million Stock Holdings in …

Oct 16, 2024 · Roberts Wealth Advisors LLC decreased its position in shares of Zoetis Inc. (NYSE:ZTS - Free Report) by 26.7% in the third quarter, according to the company in its most …

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Roberts Wealth Advisors LLC Has $3.50 Million Stock Holdings In …

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Oct 16, 2024 · Roberts Wealth Advisors LLC decreased its position in shares of Zoetis Inc. (NYSE:ZTS - Free Report) by 26.7% in the third quarter, according to the company in its most …

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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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94%
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Roberts Wealth Advisors 13F Filings And Top Holdings And Stakes

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Top 5 stock holdings are JPST, MSFT, GOOG, AAPL, VB, and represent 24.94% of Roberts Wealth Advisors's stock portfolio. Added to shares of these 10 stocks: ... Roberts Wealth …

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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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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. Top holdings included AAPL, JPST, MSFT, GOOG, and VB. ... Holdings Value …

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Roberts Wealth Advisors - Company Profile - Tracxn

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Oct 19, 2024 · Roberts Wealth Advisors LLC Has $3.35 Million Stock Holdings in Take-Two Interactive Software, Inc. (NASDAQ:TTWO)etfdailynews.com • Dec 25, 2023 • Roberts Wealth …

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Roberts Wealth Advisors, LLC Buys PayPal Holdings Inc, Williams …

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These are the top 5 holdings of Roberts Wealth Advisors, LLC JPMorgan Ultra-Short Income ETF ( JPST ) - 326,161 shares, 5.93% of the total portfolio. Shares reduced by 0.35%

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Roberts Wealth Advisors, LLC Buys PayPal Holdings Inc, Williams-

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Jan 12, 2022 · Roberts Wealth Advisors, LLC sold out a holding in Roku Inc. The sale prices were between $203.94 and $344.46, with an estimated average price of $267.9. Here is the …

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Rockwell Automation, Inc. (NYSE:ROK) Stock Holdings Increased …

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Oct 16, 2024 · Roberts Wealth Advisors LLC increased its position in shares of Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 107.7% during the 3rd quarter, according to its …

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FAQs about Roberts Wealth Advisors LLC Has $3.50 Million Stock Holdings in … Coupon?

How much did Roberts Wealth Advisors buy Williams-Sonoma Inc?

Roberts Wealth Advisors, LLC initiated holding in Williams-Sonoma Inc. The purchase prices were between $162.55 and $221.63, with an estimated average price of $186.57. The stock is now traded at around $153.440000. The impact to a portfolio due to this purchase was 0.45%. The holding were 7,482 shares as of 2021-12-31. ...

Where is Roberts Wealth Advisors located?

The headquarters of Roberts Wealth Advisors is 1550 EL Camino Real, Suite 275. Menlo Park, CA 94025. Roberts Wealth Advisors currently serves clients in the following states: CA, TX, UT, WA. What is the average client balance at Roberts Wealth Advisors? ...

How much does Roberts Wealth Advisors make?

Roberts Wealth Advisors manages $306.1 million and provides investment advisory services for 126 clients (1:42 advisor/client ratio). Is this your firm? Become a Mission Supporter 1550 EL Camino Real, Suite 275. Menlo Park, CA 94025 Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. ...

What services does Roberts Wealth Advisors offer?

As a financial advisory firm, Roberts Wealth Advisors can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). ...