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

Instuitional Investor - Roberts Wealth Advisors, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Roberts Wealth Advisors, Llc
Portfolio Value	$376,052,670

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	J P Morgan Exchange Traded F - ULTRA SHRT ETF		491,375	$24,927,440	6.63%
2.	Apple Inc.	AAPL	91,384	$23,269,130	6.19%
3.	Alphabet Inc.	GOOGL	81,513	$19,852,530	5.28%
4.	Microsoft Corp	MSFT	36,756	$19,037,820	5.06%
5.	J P Morgan Exchange Traded F		371,733	$17,698,210	4.71%