Roberts Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$309M
Signature - Title
Aryn Sands - Agent
Location
Palo Alto, CA
Summary
This page shows a list of all the recent 13F filings made by Roberts Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Roberts Wealth Advisors, LLC reported 95 stock holdings with total value $309M as of Q3 2024. Top holdings included AAPL, JPST, MSFT, GOOG, and VB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 95 $309M +$17M -$6.73M +$10.2M AAPL, JPST, MSFT, GOOG, VB 13F-HR 10/15/2024, 03:41 PM
Q2 2024 90 $290M +$15.7M -$7.66M +$8.02M AAPL, MSFT, JPST, GOOG, AMZN 13F-HR 8/13/2024, 02:58 PM
Q1 2024 94 $267M +$41.2M $0 +$41.2M JPST, MSFT, GOOG, AAPL, VB 13F-HR 4/17/2024, 07:06 PM
Q4 2023 55 $0 $0 $0 13F-HR 1/17/2024, 01:07 PM
Q3 2023 88 $227M +$10.3M -$7.48M +$2.84M JPST, MSFT, AAPL, GOOG, AMZN 13F-HR 10/17/2023, 04:54 PM
Q2 2023 86 $227M +$5.77M -$9.67M -$3.9M JPST, AAPL, MSFT, GOOG, VB 13F-HR 7/12/2023, 03:36 PM
Q1 2023 84 $218M +$8.85M -$9.62M -$771K JPST, AAPL, MSFT, GOOG, VB 13F-HR 4/11/2023, 01:37 PM
Q4 2022 84 $207M +$22.6M -$16.7M +$5.9M JPST, AAPL, MSFT, VB, GOOG 13F-HR 1/10/2023, 09:23 PM
Q3 2022 79 $202M +$20.6M -$29.4M -$8.78M JPST, AAPL, MSFT, VCSH, GOOG 13F-HR 10/13/2022, 04:45 PM
Q2 2022 84 $228M +$23M -$10M +$13M SPTS, JPST, AAPL, MSFT, GOOG 13F-HR 7/11/2022, 04:22 PM
Q1 2022 91 $255M +$10.4M -$14.2M -$3.8M JPST, AAPL, MSFT, GOOG, AMZN 13F-HR 4/11/2022, 07:59 PM
Q4 2021 95 $278M +$12.3M -$4.83M +$7.49M JPST, AAPL, MSFT, GOOG, AMZN 13F-HR 1/11/2022, 07:18 PM
Q3 2021 91 $253M $0 $0 JPST, AAPL, GOOG, MSFT, SPTS 13F-HR 10/12/2021, 11:10 AM