The Analysis of Roberts Financial Services LLC's Holdings
Currently, Roberts Financial Services LLC holds 30 types of securities in its portfolio with a total value $318.5M. In the most recent quarter, they have increased their positions in USHY (+42.7K shares, valued at $1.6M), SPIB (+35.8K shares, valued at $1.2M), IEUR (+11.0K shares, valued at $782.6K); decreased their positions in IUSG (-1.7K shares, valued at $279.1K), IWS (-331 shares, valued at $46.7K), IWP (-258 shares, valued at $35.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
USHY ISHARES TR1.2M shares3.84%2025-12-312026-01-23
IEUR ISHARES TR543.3K shares2.07%2025-12-312026-01-23 SPYG SPDR SERIES TRUST328.6K shares0.42%2025-12-312026-01-23 SPIB SPDR SERIES TRUST887.7K shares4.21%2025-12-312026-01-23 SPYV SPDR SERIES TRUST496.5K shares1.93%2025-12-312026-01-23 GOVT ISHARES TR925.8K shares3.14%2025-12-312026-01-23 IUSG ISHARES TR102.6K shares-1.59%2025-12-312026-01-23 VOE VANGUARD INDEX FDS95.9K shares2.79%2025-12-312026-01-23 VOT VANGUARD INDEX FDS59.1K shares2.09%2025-12-312026-01-23 SPTL SPDR SERIES TRUST524.7K shares3.80%2025-12-312026-01-23 SLYG SPDR SERIES TRUST126.9K shares2.23%2025-12-312026-01-23 IUSV ISHARES TR114.1K shares0.22%2025-12-312026-01-23 IPAC ISHARES TR139.0K shares1.98%2025-12-312026-01-23 SLYV SPDR SERIES TRUST73.5K shares0.19%2025-12-312026-01-23 SCHO SCHWAB STRATEGIC TR200.8K shares4.73%2025-12-312026-01-23 LQD ISHARES TR29.4K shares1.21%2025-12-312026-01-23 TLT ISHARES TR16.0K shares-1.07%2025-12-312026-01-23 IWS ISHARES TR9.1K shares-3.49%2025-12-312026-01-23 IWP ISHARES TR8.8K shares-2.84%2025-12-312026-01-23 IJT ISHARES TR6.3K shares-2.33%2025-12-312026-01-23 SHV ISHARES TR7.5K shares0.71%2025-12-312026-01-23 AGG ISHARES TR6.0K shares0.00%2025-12-312026-01-23 IJS ISHARES TR4.6K shares-3.99%2025-12-312026-01-23 AAPL APPLE INC1.4K shares0.07%2025-12-312026-01-23 TSLA TESLA INC800 shares0.00%2025-12-312026-01-23 LLY ELI LILLY & CO318 shares0.00%2025-12-312026-01-23 HBAN HUNTINGTON BANCSHARES INC13.9K shares0.89%2025-12-312026-01-23 ONEQ FIDELITY COMWLTH TR2.6K shares0.11%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR339 shares-0.59%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available