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Home > Institutional Investor > Roberts Wealth Advisors, Llc > Profile

Instuitional Investor - Roberts Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Roberts Wealth Advisors, Llc
Portfolio Value $347,877,170
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 453,674 $22,992,181 6.61%
2.
Apple Inc.
 AAPL 92,733 $19,026,049 5.47%
3.
Microsoft Corp
 MSFT 37,881 $18,842,437 5.42%
4.
Alphabet Inc.
 GOOGL 82,916 $14,708,498 4.23%
5.
J P Morgan Exchange Traded F
 266,880 $12,660,788 3.64%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)