Roberts Wealth Advisors, LLC Q3 2024 13F Top Portfolio Holdings
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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Roberts Wealth Advisors, LLC Q3 2024 13F Top Portfolio Holdings
1 week from now
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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ROBERTS WEALTH ADVISORS, LLC Top 13F Holdings
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Roberts Wealth Advisors is a large advisory firm with 126 clients and discretionary assets under management (AUM) of $306,073,053 (Form ADV from 2024-03-12). Their last reported 13F …
whalewisdom.com
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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. ... 13F-HR 10/15/2024: …
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Roberts Wealth Advisors 13F Filings And Top Holdings And Stakes
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Latest statistics and disclosures from Roberts Wealth Advisors's latest quarterly 13F-HR filing: Top 5 stock holdings are JPST, MSFT, GOOG, AAPL, VB, and represent 24.94% of Roberts …
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Roberts Wealth Advisors LLC 13F Portfolio - Hedgefollow.com
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Fund Portfolio Manager Performance 24Q2 AUM # of Holdings Performance Rank Allocation ; Roberts Wealth Advisors LLC: Roberts Wealth Advisors LLC: 4.66%: $292058000
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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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$268Million Roberts Wealth Advisors, LLC Q1 2024 13F Holdings …
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Roberts Wealth Advisors, LLC reported 94 stock holdings with total value $268M as of Q1 2024. Top holdings included JPST, MSFT, GOOG, AAPL, and VB. Open main menu. PortfolioSavvy …
portfoliosavvy.com
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ROBERTS CAPITAL ADVISORS, LLC Top 13F Holdings
1 week from now
Jun 30, 2024 · Roberts Capital Advisors is based out of Denver. Roberts Capital Advisors is a hedge fund Their last reported 13F filing for Q2 2024 included $104,247,827 in managed 13F …
whalewisdom.com
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Roberts Wealth Advisors, LLC Q2 2023 13F Top Portfolio Holdings
1 week from now
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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EP WEALTH ADVISORS, LLC Top 13F Holdings - WhaleWisdom.com
1 week from now
EP Wealth Advisors is based out of Torrance. EP Wealth Advisors is a large advisory firm with 13185 clients and discretionary assets under management (AUM) of $22,009,000,000 (Form …
whalewisdom.com
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Roberts Wealth Advisors, LLC Q1 2024 13F Top Portfolio Holdings
1 week from now
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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Northcape Wealth Management LLC Has $5.41 Million Stake In Eli …
1 week from now
2 days ago · Northcape Wealth Management LLC reduced its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 14.7% in the 3rd quarter, according to its most recent …
marketbeat.com
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