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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 :
5 |
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Page 1 of 1 |
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 |
|
GILD |
Gilead Sciences Inc |
76 |
- |
$65.68 |
$468,000 |
6,905 |
0.17% |
-79,000 |
0 |
0.001 |
Biotechnology |
|
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NETZ |
Engine No 1 Transform Clima... |
83 |
- |
$0.00 |
$306,000 |
4,544 |
0.11% |
70,000 |
0 |
0.05 |
N/A |
|
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ADI |
Analog Devices Inc |
86 |
- |
$232.51 |
$285,000 |
1,498 |
0.11% |
26,000 |
0 |
0 |
Semiconductor- Broad... |
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DHR |
Danaher Corp |
89 |
- |
$262.78 |
$256,000 |
1,070 |
0.1% |
31,000 |
0 |
0 |
General Building Mate... |
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VO |
Vanguard Mid Cap VIPERS |
90 |
- |
$246.60 |
$227,000 |
956 |
0.08% |
27,000 |
0 |
0 |
Closed - End Fund - E... |
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