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Aryn Sands

@Roberts Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$329.127MTotal holdings100
Assets growth rate6.47%Assets growth rate (2-Q avg)5.99%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Roberts Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 100 positions.

Assets under management

The assets under management (AUM) of Roberts Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 329.127M in assets, with a quarterly growth rate of 6.47% and a 2-quarter average growth rate of 5.99%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -0.85%
6.76%
$22.241M
93,499 shares@ $237.88 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.77%
4.95%
$16.27M
82,597 shares@ $196.99 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.68%
3.82%
$12.57M
56,280 shares@ $223.36 avg price
TTTrane Technologies Plc
Recent Activity
Decreased -1.95%
2.98%
$9.783M
25,373 shares@ $385.55 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -0.08%
2.24%
$7.365M
152,900 shares@ $48.18 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -32.53%
1.96%
$6.448M
25,552 shares@ $252.36 avg price
VVisa Inc
Recent Activity
Decreased -0.43%
1.76%
$5.766M
18,229 shares@ $316.29 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -1.35%
1.62%
$5.3M
5,739 shares@ $923.51 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -0.23%
1.53%
$5.006M
83,459 shares@ $59.98 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -17.65%
1.5%
$4.913M
29,881 shares@ $164.41 avg price