RWA
Roberts Wealth Advisors LLC Portfolio
Invests via Roberts Wealth Advisors LLC | Managed by Aryn Sands
Invests via Roberts Wealth Advisors LLC
Managed by Aryn Sands
Automatically Tracked
Company Profile
Roberts Wealth Advisors LLC operates as a comprehensive financial services firm specializing in customized wealth management solutions for high-net-worth clients. With a robust understanding of market dynamics and individual client needs, the company is positioned to deliver tailored strategies that align with specific life goals. This entity has cultivated strong relationships within its client base, empowering families and individuals through personalized advisory services. By focusing on holistic financial planning, Roberts Wealth Advisors underscores its commitment to long-term wealth preservation and growth.
Roberts Wealth Advisors LLC operates as a comprehensive financial services firm specializing in customized wealth management solutions for high-net-worth clients. With a robust understanding of market dynamics and individual client needs, the company is positioned to deliver tailored strategies that align with specific life goals. This entity has cultivated strong relationships within its client base, empowering families and individuals through personalized advisory services. By focusing on holistic financial planning, Roberts Wealth Advisors underscores its commitment to long-term wealth preservation and growth.
Investment Philosophy & Strategy
Grounded in a profound understanding of client aspirations, Roberts Wealth Advisors LLC emphasizes proactive wealth management tailored for affluent individuals. The firm champions a relational approach, leveraging its deep industry insights to construct personalized financial strategies that adapt to life changes and goals. A distinct focus on holistic planning enables it to navigate complex market environments effectively while prioritizing clients’ unique needs. By fostering enduring relationships and transparency, this entity ensures that capital deployment reflects the values and ambitions of each family or individual it serves.
Grounded in a profound understanding of client aspirations, Roberts Wealth Advisors LLC emphasizes proactive wealth management tailored for affluent individuals. The firm champions a relational approach, leveraging its deep industry insights to construct personalized financial strategies that adapt to life changes and goals. A distinct focus on holistic planning enables it to navigate complex market environments effectively while prioritizing clients’ unique needs. By fostering enduring relationships and transparency, this entity ensures that capital deployment reflects the values and ambitions of each family or individual it serves.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
64.13%
Gain +0.12%
Monthly
0.78%
Yearly
9.82%
Drawdown
20.03%
$447.15M
Equity
Holdings
$447.15M
Investment
$335M
$121.2M
Profit +$295,484.61
Realized
$9.06M
Unrealized
$112.15M
Dividends
$24.61M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.12%
Profit
$295,484.61
Win %
75%
This Week
Compared To Last Week
Gain
0.07%
Profit
$295,484.61
Win %
75%
This Month
Compared to last month
Gain
-0.61%
Profit
-$2.73M
Win %
75%
This Year
Compared to last year
Gain
1.62%
Profit
$7.12M
Win %
75%
QLYS Qualys, Inc.
+15.24%
+$73,280 
CRWD CrowdStrike Holdings, Inc.
+14.19%
+$543,191.41 
FTNT Fortinet Inc.
+8.97%
+$28,000 
INTU Intuit Inc.
+5.47%
+$147,505.6 
CRM Salesforce Inc
+4.65%
+$212,659.3 
ADBE Adobe Inc.
+4.55%
+$56,217.56 
DDOG Datadog, Inc. Class A Common Stock
+4.36%
+$150,862.05 
GSK GSK plc Sponsored ADR
+4.27%
+$176,152.55 
TTWO Take-Two Interactive Software, Inc.
+3.85%
+$230,540.8 
NFLX Netflix, Inc.
+3.82%
+$15,206.43 
ZBH Zimmer Biomet Holdings, Inc.
+3.23%
+$73,674.54 
GOOG Alphabet Inc
+3.02%
+$670,915.52 
GOOGL Alphabet Inc
+2.9%
+$111,372.93 
META Meta Platforms Inc Class A
+2.81%
+$10,455.39 
TW Tradeweb Markets Inc.
+2.67%
+$99,953.47 
IBM International Business Machines Corporation
+2.65%
+$6,177.44 
SE Sea Ltd.
+2.41%
+$163,870.15 
ISRG Intuitive Surgical, Inc.
+2.4%
+$84,584.42 
MSFT Microsoft Corp.
+2.27%
+$390,904.72 
XLC Communication Services Select Sector SPDR Fund
+2.25%
+$38,724.18 
DIS The Walt Disney Company
+2.19%
+$133,136.2 
LLY Eli Lilly and Company
+2.09%
+$10,587.87 
GILD Gilead Sciences Inc.
+1.85%
+$8,071.2 
ABBV AbbVie Inc.
+1.73%
+$5,738.89 
COST Costco Wholesale Corporation
+1.64%
+$77,242.1 
XLV Health Care Select Sector SPDR Fund
+1.45%
+$23,493.6 
VZ Verizon Communications Inc.
+1.44%
+$52,085.5 
XLP Consumer Staples Select Sector SPDR Fund
+1.3%
+$6,325.55 
SNOW Snowflake Inc.
+1.25%
+$74,584.36 
UBER Uber Technologies, Inc.
+1.25%
+$3,879.82 
ZTS Zoetis Inc.
+1.13%
+$11,182.87 
AAP Advance Auto Parts Inc.
+1.07%
+$30,613.44 
WSM Williams-Sonoma, Inc.
+1.02%
+$68,214.3 
V Visa Inc. Class A
+1.01%
+$60,494.34 
HD The Home Depot, Inc.
+0.97%
+$21,743.35 
DE Deere & Company
+0.69%
+$3,807.81 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$2,287.53 
NKE Nike, Inc. - Class B
+0.61%
+$15,754.95 
JNJ Johnson & Johnson
+0.54%
+$1,228.38 
PG Procter & Gamble Co
+0.53%
+$22,901.81 
AAPL Apple Inc.
+0.47%
+$141,017.1 
MRK Merck & Co., Inc.
+0.46%
+$43,326.36 
TMO Thermo Fisher Scientific Inc.
+0.37%
+$22,107.43 
NSC Norfolk Southern Corporation
+0.16%
+$1,027 
UNP Union Pacific Corporation
+0.1%
+$1,514.22 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$211.8 
FANG Diamondback Energy Inc
+0.09%
+$2,280.06 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$343.36 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.03%
+$66.17 
GCAL Goldman Sachs Dynamic California Municipal Income ETF
+0.02%
+$166.42 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.02%
+$477.57 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.01%
+$55.97 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.01%
+$158.04 
EA Electronic Arts Inc.
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
GLW Corning Incorporated
-14.03%
-$37,359.98 
COHR Coherent Corp.
-11.73%
-$1.26M 
ARM Arm Holdings plc American Depositary Receipt
-8.93%
-$16,531.36 
LRCX Lam Research Corporation
-7.79%
-$32,559.24 
Q Qnity Electronics Inc.
-7.25%
-$165,493.72 
BE Bloom Energy Corporation
-6.44%
-$69,228.48 
AVGO Broadcom Inc.
-4.75%
-$29,119.58 
ORCL Oracle Corporation
-4.5%
-$43,998.23 
ADI Analog Devices, Inc.
-4.5%
-$19,431.34 
PWRD TCW Transform Systems ETF
-4.17%
-$20,439.82 
SNPS Synopsys, Inc.
-3.83%
-$75,316 
TT Trane Technologies plc
-3.77%
-$350,346.51 
CCJ Cameco Corporation
-3.46%
-$140,298 
NVDA NVIDIA Corporation
-2.85%
-$70,496.63 
ROK Rockwell Automation, Inc.
-2.17%
-$128,435.08 
WFC Wells Fargo & Company
-1.92%
-$9,329.09 
DD DuPont de Nemours, Inc.
-1.91%
-$33,584.76 
JPM JPMorgan Chase & Co.
-1.69%
-$145,919.02 
CSCO Cisco Systems, Inc.
-1.62%
-$106,040.48 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$71,470.9 
XLI Industrial Select Sector SPDR Fund
-1.44%
-$18,012.24 
VPU Vanguard Utilities ETF
-1.33%
-$4,126.14 
RTX RTX Corporation
-1.31%
-$34,579.87 
AMZN Amazon.com Inc
-1.21%
-$166,845.26 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.15%
-$118,382.96 
XLE Energy Select Sector SPDR Fund
-1.12%
-$8,837.38 
VWO Vanguard FTSE Emerging Markets ETF
-1.12%
-$141,145.87 
SCHF Schwab International Equity ETF
-1.12%
-$153,794.65 
SCHE Schwab Emerging Markets Equity ETF
-1.11%
-$27,921.41 
QCOM QUALCOMM Incorporated
-0.97%
-$42,219.81 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$11,007.1 
XLB Materials Select Sector SPDR Fund
-0.9%
-$3,096.26 
CVX Chevron Corporation
-0.88%
-$8,491.96 
XOM Exxon Mobil Corporation
-0.84%
-$28,027.15 
NEE NextEra Energy, Inc.
-0.72%
-$45,725.75 
XLRE The Real Estate Select Sector SPDR Fund
-0.71%
-$2,872.77 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,387.84 
LIN Linde plc
-0.62%
-$29,261.25 
VTR Ventas Inc.
-0.57%
-$21,522 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$13,556.76 
VOOG Vanguard S&P 500 Growth ETF
-0.51%
-$1,989.18 
AMT American Tower Corporation
-0.51%
-$24,934.78 
SO The Southern Company
-0.49%
-$3,757.77 
DUK Duke Energy Corporation
-0.47%
-$1,008.99 
XLF Financial Select Sector SPDR Fund
-0.43%
-$7,574.18 
IVV iShares Core S&P 500 ETF
-0.34%
-$5,069.66 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$1,433.13 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$9,448.33 
VB Vanguard Small-Cap ETF
-0.32%
-$47,515.14 
INDA ISHARES MSCI INDIA ETF
-0.22%
-$6,731.65 
DFCA Dimensional California Municipal Bond ETF
-0.15%
-$480.68 
JSCP JPMorgan Short Duration Core Plus ETF
-0.07%
-$21,917.77 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$134.72 
VOOV Vanguard S&P 500 Value ETF
-0.04%
-$202.06 
PEP PepsiCo, Inc.
-0.01%
-$38.82 Events
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Dividends
Dividend Analysis
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| Trades 1649 | Longs Won 1059/1649 64% | Profit Factor 4.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $541,408.09 |
| Average Win $149,638.63 | Best Trade (Aug 05) $13.92M | Sharpe Ratio -9.5 |
| Average Loss -$63,158.3 | Worst Trade (Dec 30) -$2.26M | Z-Score 4 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 6d | Expectancy $73,501.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,092 | 6,383 | 5,674 | 4,965 | 4,255 | 3,546 | 2,837 | 2,128 | 1,418 | 709 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAP Advance Auto Parts Inc. | 63,778 | $3.65M | $2.88M | - | -$769,331.62 | -21.08% | +1.074% |
| AAPL Apple Inc. | 90,395 | $15.34M | $30.18M | - | $14.84M | 96.73% | +0.47% |
| ABBV AbbVie Inc. | 1,294 | $295,589.06 | $338,452.17 | - | $42,863.11 | 14.5% | +1.725% |
| ADBE Adobe Inc. | 4,897 | $2.34M | $1.29M | - | -$1.05M | -44.76% | +4.551% |
| ADI Analog Devices, Inc. | 1,139 | $227,342.59 | $411,999.08 | - | $184,656.49 | 81.22% | -4.504% |
| AMT American Tower Corporation | 27,705 | $5.22M | $4.9M | - | -$316,307.65 | -6.06% | -0.506% |
| AMZN Amazon.com Inc | 53,908 | $8.98M | $13.68M | - | $4.7M | 52.3% | -1.205% |
| ARM Arm Holdings plc American Depositary Receipt | 699 | $247,844.44 | $168,556.86 | - | -$79,287.58 | -31.99% | -8.932% |
| AVGO Broadcom Inc. | 1,693 | $229,294.42 | $583,729.47 | - | $354,435.05 | 154.58% | -4.752% |
| BE Bloom Energy Corporation | 3,898 | $329,653.86 | $1.01M | - | $675,991.16 | 205.06% | -6.441% |
| CCJ Cameco Corporation | 41,880 | $2.1M | $3.91M | - | $1.81M | 86.56% | -3.465% |
| COHR Coherent Corp. | 35,172 | $2.27M | $9.48M | - | $7.21M | 317.73% | -11.733% |
| COST Costco Wholesale Corporation | 5,205 | $3.84M | $4.79M | - | $950,992.24 | 24.79% | +1.64% |
| CRM Salesforce Inc | 18,452 | $4.66M | $4.78M | - | $120,769.25 | 2.59% | +4.652% |
| CRWD CrowdStrike Holdings, Inc. | 18,520 | $1.47M | $4.37M | - | $2.91M | 198.39% | +14.187% |
| CSCO Cisco Systems, Inc. | 58,264 | $3.14M | $6.43M | - | $3.29M | 105% | -1.623% |
| CVX Chevron Corporation | 4,517 | $707,845.69 | $958,417.06 | - | $250,571.37 | 35.4% | -0.878% |
| DD DuPont de Nemours, Inc. | 13,878 | $1.88M | $1.73M | - | -$153,629.46 | -8.16% | -1.906% |
| DDOG Datadog, Inc. Class A Common Stock | 15,629 | $2.26M | $3.61M | - | $1.35M | 59.88% | +4.364% |
| DE Deere & Company | 818 | $460,779.39 | $556,563.13 | - | $95,783.74 | 20.79% | +0.689% |
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FAQ
Which stocks have generated the highest profits for Roberts Wealth Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Ultra-Short Income ETF - $3.82M, Alphabet Inc - $3.31M, Apple Inc - $2.6M, Trane Technologies plc - $2.11M, and JPMorgan Chase & Co - $2.03M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Illumina, Inc - $3.29M, PayPal Holdings Inc - $2.63M, DocuSign Inc - $2.18M, Medtronic plc - $997,216.64, and Chewy Inc - $971,691.32. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Roberts Wealth Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.61M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $3.84M, JPMorgan Short Duration Core Plus ETF - $1.29M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.18M, Verizon Communications Inc - $1.08M, and Vanguard FTSE Emerging Markets ETF - $886,955.74. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Roberts Wealth Advisors LLC's monthly returns?
Roberts Wealth Advisors LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Roberts Wealth Advisors LLC's strategy be considered aggressive or moderate?
Roberts Wealth Advisors LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Roberts Wealth Advisors LLC's strategy?
Roberts Wealth Advisors LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
