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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
ZTSZoetis Inc
Recent Activity
Increased 1.82%
0.97%
$3.175M
18,992 shares@ $167.18 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -15.43%
0.96%
$3.159M
13,601 shares@ $232.29 avg price
EAElectronic Arts Inc
Recent Activity
New Position
0.94%
$3.09M
21,739 shares@ $142.13 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
DDDupont De Nemours Inc
Recent Activity
Increased 1.33%
0.89%
$2.907M
38,126 shares@ $76.24 avg price
THSTreehouse Foods Inc
Recent Activity
Increased 297.43%
0.87%
$2.858M
85,256 shares@ $33.52 avg price
SPTSSpdr Ser Tr
Recent Activity
Increased 7.52%
0.83%
$2.726M
94,030 shares@ $29.0 avg price