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| Name: |
Roberts Wealth Advisors LLC |
| City: |
PALO ALTO |
| State: |
CA |
| Zip: |
94301 |
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data |
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| Holdings
Found :
8 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VTR |
Ventas Inc |
36 |
New |
$50.10 |
$2,930,000 |
69,365 |
1.1% |
2,930,000 |
69,365 |
0.017 |
REIT - Healthcare Fac... |
|
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ROK |
Rockwell Automation Inc |
51 |
New |
$254.39 |
$1,687,000 |
5,901 |
0.63% |
1,687,000 |
5,901 |
0.005 |
Conglomerates |
|
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RBLX |
Roblox Corp |
52 |
New |
$0.00 |
$1,622,000 |
44,237 |
0.61% |
1,622,000 |
44,237 |
0.009 |
N/A |
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PFE |
Pfizer Inc |
56 |
New |
$27.53 |
$1,374,000 |
53,013 |
0.51% |
1,374,000 |
53,013 |
0.001 |
Drug Manufacturers - ... |
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COHR |
Coherent Corp |
58 |
New |
$71.75 |
$1,310,000 |
25,143 |
0.49% |
1,310,000 |
25,143 |
0.017 |
Scientific & Technica... |
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UBER |
Uber Technologies, Inc |
73 |
New |
$70.06 |
$505,000 |
6,883 |
0.19% |
505,000 |
6,883 |
0 |
N/A |
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VOOG |
Vanguard S&P 500 Growth Etf |
87 |
New |
$332.83 |
$283,000 |
954 |
0.11% |
283,000 |
954 |
0.005 |
N/A |
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VOOV |
Vanguard S&P 500 Value Etf |
88 |
New |
$175.35 |
$282,000 |
1,639 |
0.11% |
282,000 |
1,639 |
0.013 |
N/A |
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