Superinvestors
Filers
Securities
Index
Dow
S&P 500
Nasdaq 100
Statistics
Watchlist
Sign in
Sign out
Filers
Roberts Wealth Advisors, LLC
Portfolio value
Roberts Wealth Advisors, LLC portfolio value
Add to watchlist
$227,434,460
is the total value of the holdings Roberts Wealth Advisors, LLC reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$227,434,460
Q3 2023
$227,446,070
Q2 2023
$218,018,397
Q1 2023
$207,209,038
Q4 2022
$203,368,000
Q3 2022
$229,478,000
Q2 2022
$255,224,000
Q1 2022
$277,587,000
Q4 2021
$252,694,000
Q3 2021