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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ROBERTS WEALTH ADVISORS, LLC Top 13F Holdings
1 week from now
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 …
whalewisdom.com
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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 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. Roberts Wealth …
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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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$268Million Roberts Wealth Advisors, LLC Q1 2024 13F Holdings …
1 week from now
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 Wealth Advisors, LLC Q2 2024 13F Top Portfolio Holdings
1 week from now
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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AMERICAN ALPHA ADVISORS, LLC Top 13F Holdings
1 week from now
Sep 30, 2024 · American Alpha Advisors is a large advisory firm with 56 clients and discretionary assets under management (AUM) of $251,464,333 (Form ADV from 2024-03-28). Their last …
whalewisdom.com
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WESPAC Advisors SoCal LLC Boosts Stock Holdings In Eli Lilly And ...
1 week from now
1 day ago · WESPAC Advisors SoCal LLC boosted its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 8.4% in the third quarter, according to the company in its most …
marketbeat.com
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Prime Capital Investment Advisors LLC Cuts Stock Position In …
1 week from now
4 days ago · November 14, 2024. Prime Capital Investment Advisors LLC lowered its holdings in Gilead Sciences, Inc. (NASDAQ:GILD - Free Report) by 37.5% in the third quarter, according …
marketbeat.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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South Street Advisors LLC Reduces Position In Hilton Worldwide …
1 week from now
2 days ago · November 16, 2024. South Street Advisors LLC trimmed its position in shares of Hilton Worldwide Holdings Inc. (NYSE:HLT - Free Report) by 3.1% in the third quarter, …
marketbeat.com
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Roberts Wealth Advisors, LLC Q1 2023 13F Top Portfolio Holdings
1 week from now
Roberts Wealth Advisors, LLC reported 84 holdings with total value $218 M as of Q1 2023. Top holdings included JPST, AAPL, MSFT, GOOG, and VB. Roberts Wealth Advisors, LLC Q1 …
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Discover Financial Services (NYSE:DFS) Position Decreased
1 week from now
1 day ago · Sheaff Brock Investment Advisors LLC lowered its holdings in Discover Financial Services (NYSE:DFS - Free Report) by 77.2% during the 3rd quarter, according to its most …
marketbeat.com
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