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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
LINLinde Plc
Recent Activity
Increased 0.04%
1.44%
$4.712M
11,009 shares@ $427.99 avg price
VZVerizon Communications Inc
Recent Activity
Increased 3.9%
1.42%
$4.667M
122,240 shares@ $38.18 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 2.46%
1.42%
$4.658M
25,834 shares@ $180.33 avg price
PGProcter And Gamble Co
Recent Activity
Increased 5.78%
1.39%
$4.571M
28,634 shares@ $159.65 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 0.58%
1.38%
$4.524M
8,204 shares@ $551.48 avg price
TTWOTake-two Interactive Softwar
Recent Activity
Increased 0.85%
1.36%
$4.456M
24,577 shares@ $181.32 avg price
VTRVentas Inc
Recent Activity
Increased 0.91%
1.28%
$4.207M
72,465 shares@ $58.05 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Increased 2.08%
1.26%
$4.121M
45,973 shares@ $89.65 avg price
ROKRockwell Automation Inc
Recent Activity
Increased 3.79%
1.09%
$3.584M
12,980 shares@ $276.12 avg price
CRMSalesforce Inc
Recent Activity
Increased 0.69%
1.09%
$3.558M
11,079 shares@ $321.17 avg price