Roberts Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Roberts Wealth Advisors, LLCInvestment ActivityRoberts Wealth Advisors, LLC has $324.25 million in total holdings as of March 31, 2025.Roberts Wealth Advisors, LLC owns shares of 99 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 6.12% of the portfolio was purchased this quarter.About 3.57% of the portfolio was sold this quarter.This quarter, Roberts Wealth Advisors, LLC has purchased 100 new stocks and bought additional shares in 30 stocks.Roberts Wealth Advisors, LLC sold shares of 51 stocks and completely divested from 9 stocks this quarter.Largest Holdings JPMorgan Ultra-Short Income ETF $20,874,018Apple $20,708,312Microsoft $14,456,306Vanguard Ultra-Short Bond ETF $13,529,601Alphabet $12,835,257 Largest New Holdings this Quarter 46641Q274 - JPMorgan Short Duration Core Plus ETF $6,182,480 Holding46429B598 - iShares MSCI India ETF $2,868,054 Holding892672106 - Tradeweb Markets $2,210,867 Holding25278X109 - Diamondback Energy $1,652,840 Holding25434V633 - Dimensional California Municipal Bond ETF $504,680 Holding Largest Purchases this Quarter JPMorgan Short Duration Core Plus ETF 130,957 shares (about $6.18M)iShares MSCI India ETF 55,712 shares (about $2.87M)Tradeweb Markets 14,892 shares (about $2.21M)Diamondback Energy 10,338 shares (about $1.65M)Salesforce 5,027 shares (about $1.35M) Largest Sales this Quarter Verizon Communications 59,245 shares (about $2.69M)Vanguard Ultra-Short Bond ETF 28,797 shares (about $1.44M)Vanguard Small-Cap ETF 5,776 shares (about $1.28M)Visa 1,252 shares (about $438.78K)JPMorgan Ultra-Short Income ETF 6,426 shares (about $325.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRoberts Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPSTJPMorgan Ultra-Short Income ETF$20,874,018$325,348 ▼-1.5%412,2866.4%ETFAAPLApple$20,708,312$60,642 ▼-0.3%93,2266.4%Computer and TechnologyMSFTMicrosoft$14,456,306$9,760 ▲0.1%38,5104.5%Computer and TechnologyVUSBVanguard Ultra-Short Bond ETF$13,529,601$1,435,675 ▼-9.6%271,3794.2%ETFGOOGAlphabet$12,835,257$68,898 ▼-0.5%82,1564.0%Computer and TechnologyVBVanguard Small-Cap ETF$10,534,174$1,280,821 ▼-10.8%47,5053.2%ETFAMZNAmazon.com$10,527,277$180,557 ▼-1.7%55,3313.2%Retail/WholesaleTTTrane Technologies$8,484,657$64,015 ▼-0.7%25,1832.6%ConstructionVEAVanguard FTSE Developed Markets ETF$7,708,746$63,182 ▼-0.8%151,6572.4%ETFVWOVanguard FTSE Emerging Markets ETF$7,292,243$224,806 ▲3.2%161,1192.2%ETFSCHFSchwab International Equity ETF$7,164,431$372,754 ▲5.5%362,2062.2%ETFJSCPJPMorgan Short Duration Core Plus ETF$6,182,480$6,182,480 ▲New Holding130,9571.9%ETFJPMJPMorgan Chase & Co.$6,098,417$169,503 ▼-2.7%24,8611.9%FinanceVVisa$5,949,824$438,781 ▼-6.9%16,9771.8%Business ServicesAMTAmerican Tower$5,827,629$206,070 ▲3.7%26,7811.8%FinanceCOSTCostco Wholesale$5,381,538$46,344 ▼-0.9%5,6901.7%Retail/WholesaleMRKMerck & Co., Inc.$5,295,065$29,890 ▲0.6%58,9911.6%MedicalNEENextEra Energy$5,191,721$15,383 ▲0.3%73,2361.6%UtilitiesTTWOTake-Two Interactive Software$5,073,480$20,103 ▼-0.4%24,4801.6%Consumer DiscretionaryCSCOCisco Systems$5,069,435$80,840 ▼-1.6%82,1491.6%Computer and TechnologyLINDE PLC$5,068,572$57,740 ▼-1.1%10,8851.6%SHSVTRVentas$4,926,567$56,108 ▼-1.1%71,6491.5%FinancePGProcter & Gamble$4,793,524$86,232 ▼-1.8%28,1281.5%Consumer StaplesDISWalt Disney$4,700,326$69,781 ▼-1.5%47,6221.4%Consumer DiscretionaryQCOMQUALCOMM$4,638,807$48,847 ▲1.1%30,1991.4%Computer and TechnologyCRMSalesforce$4,322,232$1,349,054 ▲45.4%16,1061.3%Computer and TechnologyWSMWilliams-Sonoma$4,231,739$60,237 ▼-1.4%26,7661.3%Retail/WholesaleTMOThermo Fisher Scientific$4,132,086$49,760 ▲1.2%8,3041.3%MedicalINTUIntuit$3,524,323$29,472 ▲0.8%5,7401.1%Computer and TechnologyROKRockwell Automation$3,390,261$36,432 ▲1.1%13,1211.0%Computer and TechnologyZTSZoetis$3,155,090$27,991 ▲0.9%19,1621.0%MedicalPYPLPayPal$3,123,714$123,975 ▲4.1%47,8731.0%Computer and TechnologyGSKGSK$3,112,636$1,550 ▼0.0%80,3471.0%MedicalSESEA$3,106,445$42,931 ▲1.4%23,8061.0%Computer and TechnologyMDTMedtronic$3,101,069$15,366 ▼-0.5%34,5101.0%MedicalEAElectronic Arts$3,083,913$57,808 ▼-1.8%21,3391.0%Consumer DiscretionaryCOHRCoherent$3,048,414$1,283,994 ▲72.8%46,9420.9%Business ServicesADBEAdobe$2,991,151$198,285 ▲7.1%7,7990.9%Computer and TechnologyORCLOracle$2,882,361$13,702 ▲0.5%20,6160.9%Computer and TechnologyINDAiShares MSCI India ETF$2,868,054$2,868,054 ▲New Holding55,7120.9%ETFVZVerizon Communications$2,857,446$2,687,346 ▼-48.5%62,9950.9%Computer and TechnologyDDDuPont de Nemours$2,850,802$3,585 ▲0.1%38,1740.9%Basic MaterialsNKENIKE$2,804,017$570,236 ▲25.5%44,1720.9%Consumer DiscretionaryXLKTechnology Select Sector SPDR Fund$2,779,156$29,113 ▼-1.0%13,4600.9%ETFSPTSSPDR Portfolio Short Term Treasury ETF$2,484,997$264,447 ▼-9.6%84,9860.8%ETFSHELShell$2,464,375$1,539 ▼-0.1%33,6300.8%EnergyTHSTreeHouse Foods$2,393,673$84,087 ▲3.6%88,3600.7%Consumer StaplesXOMExxon Mobil$2,349,701$58,038 ▲2.5%19,7570.7%EnergySPYSPDR S&P 500 ETF Trust$2,303,039$67,687 ▼-2.9%4,1170.7%FinanceHDHome Depot$2,237,867$3,299 ▲0.1%6,1060.7%Retail/WholesaleTWTradeweb Markets$2,210,867$2,210,867 ▲New Holding14,8920.7%FinanceZBHZimmer Biomet$2,093,491$17,203 ▲0.8%18,4970.6%MedicalSCHESchwab Emerging Markets Equity ETF$2,014,623$6,782 ▼-0.3%73,0730.6%ETFIJRiShares Core S&P Small-Cap ETF$1,965,289$271,255 ▼-12.1%18,7940.6%ETFSCHWCharles Schwab$1,823,658$4,853 ▼-0.3%23,2970.6%FinanceGOOGLAlphabet$1,739,3920.0%11,2480.5%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$1,692,260$32,312 ▼-1.9%17,5450.5%ETFFANGDiamondback Energy$1,652,840$1,652,840 ▲New Holding10,3380.5%EnergyCCJCameco$1,609,356$868,023 ▲117.1%39,1000.5%Basic MaterialsXLFFinancial Select Sector SPDR Fund$1,543,217$11,407 ▲0.7%30,9820.5%ETFNVDANVIDIA$1,443,730$35,224 ▼-2.4%13,3210.4%Computer and TechnologyCRWDCrowdStrike$1,367,306$1,410 ▲0.1%3,8780.4%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$1,307,240$5,548 ▼-0.4%8,9530.4%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,180,286$46,011 ▼-3.8%5,9770.4%FinanceIVViShares Core S&P 500 ETF$1,057,049$166,341 ▼-13.6%1,8810.3%ETFCVXChevron$1,023,146$27,268 ▼-2.6%6,1160.3%EnergyXLIIndustrial Select Sector SPDR Fund$943,128$38,270 ▼-3.9%7,1960.3%ETFUNPUnion Pacific$881,176$10,867 ▼-1.2%3,7300.3%TransportationSCHASchwab US Small-Cap ETF$847,229$22,868 ▼-2.6%36,1600.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$716,597$99,067 ▼-12.1%9,0780.2%ETFLSTRLandstar System$713,454$20,127 ▲2.9%4,7500.2%TransportationNSCNorfolk Southern$686,865$59,213 ▼-7.9%2,9000.2%TransportationXLEEnergy Select Sector SPDR Fund$653,167$8,131 ▲1.3%6,9890.2%ETFXLPConsumer Staples Select Sector SPDR Fund$597,538$7,432 ▼-1.2%7,3160.2%ETFGILDGilead Sciences$552,967$100,845 ▼-15.4%4,9350.2%MedicalUBERUber Technologies$542,7350.0%7,4490.2%Computer and TechnologyDFCADimensional California Municipal Bond ETF$504,680$504,680 ▲New Holding10,1750.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$471,313$26,805 ▼-5.4%5,6970.1%ManufacturingQLYSQualys$465,9410.0%3,7000.1%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$454,729$21,654 ▼-4.5%2,6250.1%ETFMETAMeta Platforms$445,5270.0%7730.1%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$412,539$13,728 ▼-3.2%16,9490.1%ETFLOWLowe's Companies$383,1970.0%1,6430.1%Retail/WholesaleVOOVVanguard S&P 500 Value ETF$381,441$54,886 ▲16.8%2,0710.1%ETFXLREReal Estate Select Sector SPDR Fund$370,373$2,469 ▼-0.7%8,8500.1%ETFAVGOBroadcom$354,1150.0%2,1150.1%Computer and TechnologyADIAnalog Devices$318,0340.0%1,5770.1%Computer and TechnologyNETZTCW Transform Systems ETF$316,9250.0%4,5440.1%ETFPEPPepsiCo$308,1270.0%2,0550.1%Consumer StaplesVOOGVanguard S&P 500 Growth ETF$299,857$9,036 ▲3.1%8960.1%ETFSNOWSnowflake$292,320$73,080 ▼-20.0%2,0000.1%Computer and TechnologyVPUVanguard Utilities ETF$278,836$8,030 ▼-2.8%1,6320.1%ETFABBVAbbVie$272,796$31,428 ▼-10.3%1,3020.1%MedicalXLBMaterials Select Sector SPDR Fund$256,520$602 ▼-0.2%2,9830.1%ETFBRK.BBerkshire Hathaway$225,282$31,422 ▼-12.2%4230.1%FinanceABTAbbott Laboratories$223,118$223,118 ▲New Holding1,6820.1%MedicalSOSouthern$208,819$208,819 ▲New Holding2,2710.1%UtilitiesVANGUARD CALIF TAX FREE FDS$205,656$205,656 ▲New Holding2,0900.1%TAX EXEMPT BD FDTLRYTilray$29,2940.0%44,5530.0%Consumer StaplesVOOVanguard S&P 500 ETF$0$681,350 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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