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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
INTUIntuit
Recent Activity
Decreased -0.41%
1.08%
$3.537M
5,692 shares@ $621.46 avg price
ORCLOracle Corp
Recent Activity
Decreased -0.56%
0.99%
$3.248M
20,518 shares@ $158.32 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -15.43%
0.96%
$3.159M
13,601 shares@ $232.29 avg price
ADBEAdobe Inc
Recent Activity
Decreased -3.46%
0.93%
$3.039M
7,282 shares@ $417.28 avg price
MDTMedtronic Plc
Recent Activity
Decreased -30.65%
0.9%
$2.962M
34,681 shares@ $85.41 avg price
GSKGsk Plc
Recent Activity
Decreased -5.84%
0.81%
$2.637M
80,387 shares@ $32.8 avg price
NKENike Inc
Recent Activity
Decreased -32.07%
0.76%
$2.501M
35,189 shares@ $71.07 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -3.76%
0.67%
$2.2M
11,248 shares@ $195.56 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -0.77%
0.59%
$1.933M
73,319 shares@ $26.37 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Decreased -10.53%
0.53%
$1.736M
17,880 shares@ $97.11 avg price