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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
RBLXRoblox Corp
Recent Activity
Exited
0%
$1.889M
46,633 shares@ $40.51 avg price
PFEPfizer Inc
Recent Activity
Exited
0%
$1.707M
58,497 shares@ $29.18 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$464,730
9,150 shares@ $50.8 avg price
ITOTIshares Tr
Recent Activity
Exited
0%
$329,290
2,627 shares@ $125.35 avg price
TAt&t Inc
Recent Activity
Exited
0%
$218,840
10,011 shares@ $21.86 avg price