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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 $642,788
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
 335,553 $50,665 7.88%
2.
Microsoft Corp
 MSFT 37,540 $43,317 6.73%
3.
Apple Inc.
 AAPL 66,106 $36,806 5.72%
4.
Alphabet Inc.
 GOOG 81,494 $35,125 5.46%
5.
Vanguard Index Fds
 45,515 $28,400 4.41%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)