Aryn Sands

@Roberts Wealth Advisors, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$329.127M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EAElectronic Arts Inc Recent Activity New Position	0.94%	$3.09M 21,739 shares@ $142.13 avg price	New Position
ZBHZimmer Biomet Holdings Inc Recent Activity New Position	0.6%	$1.954M 18,345 shares@ $106.52 avg price	New Position
CCJCameco Corp Recent Activity New Position	0.28%	$894,610 18,011 shares@ $49.68 avg price	New Position
VOOVanguard Index Fds Recent Activity New Position	0.21%	$681,350 1,250 shares@ $545.08 avg price	New Position
PEPPepsico Inc Recent Activity New Position	0.1%	$297,520 2,055 shares@ $144.78 avg price	New Position
AXPAmerican Express Co Recent Activity New Position	0.09%	$281,090 900 shares@ $312.33 avg price	New Position
VPUVanguard World Fd Recent Activity New Position	0.09%	$278,720 1,679 shares@ $166.01 avg price	New Position
TSLATesla Inc Recent Activity New Position	0.08%	$255,220 596 shares@ $428.23 avg price	New Position
IJHIshares Tr Recent Activity New Position	0.08%	$234,940 3,675 shares@ $63.93 avg price	New Position
IBMInternational Business Machs Recent Activity New Position	0.07%	$200,450 911 shares@ $220.04 avg price	New Position