Roberts Wealth Advisors, LLC holdings history

Add to watchlist

115 is the total number of securities Roberts Wealth Advisors, LLC has owned. The longest Roberts Wealth Advisors, LLC has owned a single stock is 9 quarters.

Roberts Wealth Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
JPST J P MORGAN EXCHANGE-TR...995.93%7.10%8.28%Q3 2021Q3 20239
AAPL APPLE INC994.66%5.53%6.53%Q3 2021Q3 20239
MSFT MICROSOFT CORP994.13%4.78%5.64%Q3 2021Q3 20239
GOOG ALPHABET INC993.58%4.24%5.10%Q3 2021Q3 20239
AMZN AMAZON COM INC992.66%3.57%4.12%Q3 2021Q3 20239
VB VANGUARD INDEX FDS993.38%3.56%3.98%Q3 2021Q3 20239
VCSH VANGUARD SCOTTSDALE FDS991.87%3.35%4.34%Q3 2021Q3 20239
VEA VANGUARD TAX-MANAGED I...992.84%3.13%3.41%Q3 2021Q3 20239
SPTS SPDR SER TR991.02%2.81%6.84%Q3 2021Q3 20239
VWO VANGUARD INTL EQUITY I...991.90%2.11%2.52%Q3 2021Q3 20239
TT TRANE TECHNOLOGIES PLC991.58%2.06%2.58%Q3 2021Q3 20239
JPM JPMORGAN CHASE & CO991.18%1.86%2.45%Q3 2021Q3 20239
CSCO CISCO SYS INC991.50%1.75%1.95%Q3 2021Q3 20239
TMO THERMO FISHER SCIENTIF...991.49%1.73%1.97%Q3 2021Q3 20239
QCOM QUALCOMM INC991.54%1.70%1.88%Q3 2021Q3 20239
PG PROCTER AND GAMBLE CO991.32%1.63%1.95%Q3 2021Q3 20239
V VISA INC991.31%1.62%1.88%Q3 2021Q3 20239
MDT MEDTRONIC PLC991.22%1.52%1.73%Q3 2021Q3 20239
HD HOME DEPOT INC991.26%1.46%1.66%Q3 2021Q3 20239
ZTS ZOETIS INC991.24%1.45%1.80%Q3 2021Q3 20239
DIS DISNEY WALT CO991.26%1.43%1.71%Q3 2021Q3 20239
JMST J P MORGAN EXCHANGE-TR...990.41%1.41%2.23%Q3 2021Q3 20239
ILMN ILLUMINA INC990.74%1.32%1.76%Q3 2021Q3 20239
VZ VERIZON COMMUNICATIONS...991.03%1.31%1.67%Q3 2021Q3 20239
COST COSTCO WHSL CORP NEW991.02%1.29%1.45%Q3 2021Q3 20239
ROP ROPER TECHNOLOGIES INC990.48%1.24%1.53%Q3 2021Q3 20239
CRM SALESFORCE INC990.96%1.18%1.43%Q3 2021Q3 20239
SCHF SCHWAB STRATEGIC TR990.53%1.16%1.79%Q3 2021Q3 20239
XLK SELECT SECTOR SPDR TR990.95%1.15%1.44%Q3 2021Q3 20239
INTU INTUIT990.91%1.08%1.34%Q3 2021Q3 20239
SCHW SCHWAB CHARLES CORP990.45%1.06%1.77%Q3 2021Q3 20239
DEO DIAGEO PLC990.88%1.00%1.13%Q3 2021Q3 20239
ADBE ADOBE SYSTEMS INCORPOR...990.62%0.98%1.68%Q3 2021Q3 20239
IJR ISHARES TR990.79%0.84%0.88%Q3 2021Q3 20239
VPU VANGUARD WORLD FDS990.70%0.82%0.97%Q3 2021Q3 20239
XLV SELECT SECTOR SPDR TR990.55%0.80%1.33%Q3 2021Q3 20239
GOOGL ALPHABET INC990.60%0.72%0.81%Q3 2021Q3 20239
SPY SPDR S&P 500 ETF TR990.44%0.69%0.82%Q3 2021Q3 20239
XLC SELECT SECTOR SPDR TR990.40%0.61%0.94%Q3 2021Q3 20239
XOM EXXON MOBIL CORP990.30%0.61%0.86%Q3 2021Q3 20239
AKAM AKAMAI TECHNOLOGIES INC990.54%0.60%0.72%Q3 2021Q3 20239
FDX FEDEX CORP990.30%0.60%0.78%Q3 2021Q3 20239
SHY ISHARES TR990.40%0.60%0.86%Q3 2021Q3 20239
ORCL ORACLE CORP990.41%0.59%1.06%Q3 2021Q3 20239
SCHO SCHWAB STRATEGIC TR990.31%0.57%0.98%Q3 2021Q3 20239
T AT&T INC990.35%0.49%0.63%Q3 2021Q3 20239
XLY SELECT SECTOR SPDR TR990.40%0.47%0.57%Q3 2021Q3 20239
XLF SELECT SECTOR SPDR TR990.38%0.43%0.54%Q3 2021Q3 20239
XLI SELECT SECTOR SPDR TR990.33%0.39%0.48%Q3 2021Q3 20239
IVV ISHARES TR990.35%0.38%0.40%Q3 2021Q3 20239
QLYS QUALYS INC990.31%0.36%0.42%Q3 2021Q3 20239
SNOW SNOWFLAKE INC990.26%0.35%0.48%Q3 2021Q3 20239
XLP SELECT SECTOR SPDR TR990.30%0.35%0.40%Q3 2021Q3 20239
LOW LOWES COS INC990.23%0.29%0.38%Q3 2021Q3 20239
NSC NORFOLK SOUTHN CORP990.19%0.24%0.40%Q3 2021Q3 20239
CVX CHEVRON CORP NEW990.12%0.22%0.32%Q3 2021Q3 20239
BRKB BERKSHIRE HATHAWAY INC...990.16%0.18%0.21%Q3 2021Q3 20239
RSP INVESCO EXCHANGE TRADE...990.15%0.18%0.28%Q3 2021Q3 20239
XLE SELECT SECTOR SPDR TR990.12%0.16%0.20%Q3 2021Q3 20239
XLRE SELECT SECTOR SPDR TR990.13%0.16%0.21%Q3 2021Q3 20239
DHR DANAHER CORPORATION990.10%0.14%0.18%Q3 2021Q3 20239
XLB SELECT SECTOR SPDR TR990.10%0.12%0.13%Q3 2021Q3 20239
ADI ANALOG DEVICES INC990.09%0.11%0.13%Q3 2021Q3 20239
VDE VANGUARD WORLD FDS990.09%0.11%0.12%Q3 2021Q3 20239
DD DUPONT DE NEMOURS INC440.84%1.03%1.18%Q3 2021Q3 20238
PYPL PAYPAL HLDGS INC440.25%0.95%1.26%Q3 2021Q3 20238
MRK MERCK & CO INC440.46%0.82%1.10%Q3 2021Q3 20238
WSM WILLIAMS SONOMA INC880.46%0.55%0.76%Q4 2021Q3 20238
UNP UNION PAC CORP880.09%0.20%0.38%Q4 2021Q3 20238
ZUO ZUORA INC880.10%0.15%0.27%Q3 2021Q2 20238
FRC FIRST REP BK SAN FRANC...770.20%1.63%2.09%Q3 2021Q1 20237
TTWO TAKE-TWO INTERACTIVE S...770.50%0.99%1.49%Q1 2022Q3 20237
SHELL PLC770.56%0.68%0.79%Q1 2022Q3 20237
GILD GILEAD SCIENCES INC430.17%0.22%0.29%Q4 2021Q3 20237
TLRY TILRAY INC430.03%0.10%0.20%Q3 2021Q2 20237
MAS MASCO CORP661.14%1.32%1.46%Q3 2021Q4 20226
LIN LINDE PLC661.10%1.32%1.64%Q3 2021Q4 20226
AMT AMERICAN TOWER CORP NEW420.59%1.23%1.89%Q1 2022Q3 20236
CHTR CHARTER COMMUNICATIONS...420.09%0.12%0.18%Q3 2021Q3 20236
GSK PLC550.95%1.04%1.14%Q3 2022Q3 20235
DOCU DOCUSIGN INC550.34%0.57%1.04%Q3 2021Q3 20225
CHWY CHEWY INC550.45%0.55%0.66%Q3 2021Q3 20225
NVDA NVIDIA CORPORATION320.08%0.14%0.27%Q4 2021Q3 20235
AVGO BROADCOM INC320.09%0.10%0.13%Q4 2021Q3 20235
GSK GSK PLC440.97%1.19%1.51%Q3 2021Q2 20224
SRCL STERICYCLE INC440.54%0.58%0.62%Q3 2021Q2 20224
SCHA SCHWAB STRATEGIC TR440.38%0.40%0.41%Q4 2022Q3 20234
NEE NEXTERA ENERGY INC440.14%0.37%0.97%Q4 2022Q3 20234
ITOT ISHARES TR440.14%0.14%0.14%Q4 2022Q3 20234
FB META PLATFORMS INC220.10%0.10%0.11%Q3 2021Q3 20234
AXP AMERICAN EXPRESS CO440.10%0.10%0.11%Q4 2022Q3 20234
LINDE PLC331.78%1.80%1.81%Q1 2023Q3 20233
K KELLOGG CO330.80%0.84%0.91%Q3 2021Q1 20223
VTR VENTAS INC210.76%0.81%0.88%Q3 2021Q3 20223
DLR DIGITAL RLTY TR INC210.71%0.80%0.90%Q3 2021Q3 20223
AZPN ASPEN TECHNOLOGY INC330.55%0.64%0.74%Q3 2021Q1 20223
WFC WELLS FARGO CO NEW330.56%0.59%0.62%Q3 2021Q1 20223
ENV ENVESTNET INC330.54%0.56%0.58%Q3 2021Q1 20223
SNAP SNAP INC330.08%0.11%0.16%Q3 2021Q1 20223
BIL SPDR SER TR330.10%0.11%0.12%Q3 2021Q1 20223
IRM IRON MTN INC NEW220.73%0.74%0.76%Q3 2021Q4 20212
RDSB ROYAL DUTCH SHELL PLC220.41%0.42%0.44%Q3 2021Q4 20212
IHE ISHARES TR220.09%0.11%0.12%Q3 2021Q4 20212
VO VANGUARD INDEX FDS220.09%0.09%0.09%Q2 2023Q3 20232
VUSB VANGUARD BD INDEX FDS111.22%1.22%1.22%Q3 2023Q3 20231
SCHE SCHWAB STRATEGIC TR110.78%0.78%0.78%Q3 2023Q3 20231
NKE NIKE INC110.59%0.59%0.59%Q3 2023Q3 20231
GNRC GENERAC HLDGS INC110.43%0.43%0.43%Q2 2022Q2 20221
ASPEN TECHNOLOGY INC110.37%0.37%0.37%Q2 2022Q2 20221
VOO VANGUARD INDEX FDS110.32%0.32%0.32%Q3 2021Q3 20211
ENGINE NO 1 ETF TRUST110.10%0.10%0.10%Q3 2023Q3 20231
IBM INTERNATIONAL BUSINESS...110.10%0.10%0.10%Q4 2022Q4 20221
ROKU ROKU INC110.08%0.08%0.08%Q3 2021Q3 20211
TSLA TESLA INC110.08%0.08%0.08%Q4 2021Q4 20211
WARNER BROS DISCOVERY INC110.07%0.07%0.07%Q3 2022Q3 20221
 Download

The securities at the top of the list , including J P MORGAN EXCHANGE-TRADED F, APPLE INC, and MICROSOFT CORP, are the highest-conviction holdings of Roberts Wealth Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Roberts Wealth Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Roberts Wealth Advisors, LLC owns currently or has owned in the past.