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Roberts Wealth Advisors LLC Acquires 23,798 Shares of NextEra Energy, Inc (NYSE:NEE)

Roberts Wealth Advisors LLC grew its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 58.5% in the fourth quarter, HoldingsChannel reports. The fund owned 64,478 shares of the utilities provider’s stock after buying an additional 23,798 shares during the period. NextEra Energy accounts for 1.8% of Roberts Wealth Advisors LLC’s portfolio, making the […]

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Roberts Wealth Advisors LLC Has $4 94 Million Stock Position in American Tower Co (NYSE:AMT)

Roberts Wealth Advisors LLC raised its holdings in shares of American Tower Co. (NYSE:AMT – Free Report) by 1.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 22,882 shares of the real estate investment trust’s stock after purchasing an additional […]

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44,553 Shares in Tilray Inc (NASDAQ:TLRY) Purchased by Roberts Wealth Advisors LLC

Roberts Wealth Advisors LLC acquired a new position in shares of Tilray Inc (NASDAQ:TLRY – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 44,553 shares of the company’s stock, valued at approximately $102,000. Other hedge funds and other institutional investors have also recently […]

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Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) is Roberts Wealth Advisors LLC s 10th Largest Position

Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) is Roberts Wealth Advisors LLC s 10th Largest Position
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Roberts Wealth Advisors LLC Reduces Position in JPMorgan Ultra-Short Municipal ETF (BATS:JMST)

Roberts Wealth Advisors LLC cut its position in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 2.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 18,057 shares of the company’s stock after selling 500 shares during the period. […]

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