Roberts Wealth Advisors, LLC - Q12026 Holdings
Roberts Wealth Advisors, LLC holds 110 stocks with a total portfolio value of $ 393.91M as of Q12026. In Q12026, Roberts Wealth Advisors, LLC added 14 new positions, increased stakes in 72 stocks, reduced 18 holdings, and fully exited 3 positions. The largest holding is J P Morgan Exchange Traded F (JPST), representing 8.19% of the total portfolio.
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