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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
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 22.75%
6.43%
$21.132M
418,712 shares@ $50.48 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.24%
4.99%
$16.406M
38,484 shares@ $426.32 avg price
VUSBVanguard Bd Index Fds
Recent Activity
Increased 56.83%
4.54%
$14.917M
300,176 shares@ $49.7 avg price
VBVanguard Index Fds
Recent Activity
Increased 5.38%
3.98%
$13.098M
53,281 shares@ $245.83 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 7.57%
2.07%
$6.786M
156,152 shares@ $43.46 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 112.15%
1.95%
$6.404M
343,361 shares@ $18.65 avg price
MRKMerck & Co Inc
Recent Activity
Increased 109.39%
1.79%
$5.871M
58,658 shares@ $100.1 avg price
WSMWilliams Sonoma Inc
Recent Activity
Increased 25.38%
1.64%
$5.39M
27,147 shares@ $198.54 avg price
DISDisney Walt Co
Recent Activity
Increased 4.15%
1.59%
$5.228M
48,329 shares@ $108.19 avg price
NEENextera Energy Inc
Recent Activity
Increased 5.49%
1.54%
$5.06M
73,019 shares@ $69.3 avg price