Robinson Smith Wealth Advisors LLC Incresed Positions in Q2 2024

Robinson Smith Wealth Advisors LLC

  • $114 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
19.7K
+ 6.58%
$57.57 - $63.3 $1.14M - $1.25M
319K $20.1B
AAPL
Apple Inc.

Technology
3.19K
+ 18.86%
$165.0 - $216.67 $526K - $690K
20.1K $4.23B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.37K
+ 13.98%
$154.56 - $173.19 $366K - $410K
19.3K $3.29B
MSFT
Microsoft Corp

Technology
680
+ 18.92%
$389.33 - $452.85 $265K - $308K
4.28K $1.91B
AMZN
Amazon Com Inc

Consumer Cyclical
1.21K
+ 17.5%
$173.67 - $197.85 $211K - $240K
8.15K $1.58B
DFAU
Dimensional ETF Tr

ETFs
6.76K
+ 9.79%
$34.53 - $37.67 $233K - $254K
75.8K $2.84B
TFLO
Ishares Treasury Floating Rate

ETFs
6.17K
+ 5.84%
$50.44 - $50.7 $311K - $313K
112K $5.66B
IVV
Ishares Core S&P 500 ETF

ETFs
499
+ 112.9%
$497.53 - $549.64 $248K - $274K
941 $515M
GOOGL
Alphabet Inc.

Communication Services
418
+ 7.78%
$150.53 - $185.41 $62.9K - $77.5K
5.79K $1.05B
JPM
Jpmorgan Chase & CO

Financial Services
1.01K
+ 31.68%
$180.08 - $204.79 $181K - $206K
4.18K $846M
DFAI
Dimensional ETF Tr

ETFs
6.99K
+ 10.07%
$28.93 - $30.91 $202K - $216K
76.4K $2.27B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
122
+ 2.2%
$455.1 - $504.28 $55.5K - $61.5K
5.66K $2.83B
LLY
Eli Lilly & CO

Healthcare
10
+ 0.86%
$724.87 - $909.04 $7.25K - $9.09K
1.18K $1.06B
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.15K
+ 9.11%
$29.72 - $32.4 $123K - $134K
49.7K $1.59B
VIG
Vanguard Dividend Appreciation

ETFs
793
+ 7.99%
$173.33 - $185.29 $137K - $147K
10.7K $1.96B
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.85K
+ 13.57%
$37.62 - $40.69 $145K - $157K
32.2K $1.26B
TJX
Tjx Companies Inc

Consumer Cyclical
364
+ 4.4%
$92.66 - $111.05 $33.7K - $40.4K
8.64K $952M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
27
+ 0.28%
$109.98 - $128.59 $2.97K - $3.47K
9.54K $1.22B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.94K
+ 5.27%
$50.57 - $50.75 $98.1K - $98.4K
38.7K $1.97B
RTX
Raytheon Technologies Corp

Industrials
598
+ 7.49%
$97.55 - $108.44 $58.3K - $64.8K
8.58K $862M
MUB
Ishares National Muni Bond ETF

ETFs
783
+ 4.84%
$105.37 - $107.16 $82.5K - $83.9K
17K $1.81B
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.05%
$495.16 - $548.49 $495 - $548
2.15K $1.17B
NEE
Nextera Energy Inc

Utilities
16
+ 0.27%
$61.7 - $80.02 $987 - $1.28K
5.94K $420M
NFLX
Netflix Inc

Communication Services
22
+ 6.29%
$550.64 - $686.12 $12.1K - $15.1K
372 $251M
DE
Deere & CO

Industrials
147
+ 28.94%
$364.98 - $414.02 $53.7K - $60.9K
655 $245M
CARR
Carrier Global Corp

Industrials
4
+ 0.06%
$53.38 - $66.22 $214 - $265
6.61K $417M
SCHO
Schwab Short Term Us Treasury

ETFs
729
+ 2.03%
$47.75 - $48.13 $34.8K - $35.1K
36.6K $1.76B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.35K
+ 8.13%
$24.4 - $24.86 $33K - $33.6K
18K $446M
HD
Home Depot, Inc.

Consumer Cyclical
158
+ 20.08%
$325.1 - $368.03 $51.4K - $58.1K
945 $325M
PG
Procter & Gamble CO

Consumer Defensive
59
+ 1.18%
$155.33 - $168.56 $9.16K - $9.95K
5.07K $836M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
283
+ 6.46%
$76.35 - $77.35 $21.6K - $21.9K
4.66K $360M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
103
+ 6.32%
$396.73 - $420.24 $40.9K - $43.3K
1.73K $705M
MCD
Mcdonalds Corp

Consumer Cyclical
96
+ 12.92%
$249.37 - $280.22 $23.9K - $26.9K
839 $214M
VOE
Vanguard Mid Cap Value Index F

ETFs
33
+ 2.45%
$146.82 - $155.77 $4.85K - $5.14K
1.38K $208M
IDXX
Idexx Laboratories Inc

Healthcare
33
+ 7.64%
$468.04 - $548.53 $15.4K - $18.1K
465 $227M
VBR
Vanguard Small Cap Value ETF

ETFs
28
+ 1.87%
$177.65 - $191.11 $4.97K - $5.35K
1.53K $279M
YUM
Yum Brands Inc

Consumer Cyclical
2
+ 0.13%
$131.96 - $143.19 $264 - $286
1.56K $206M
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.23%
$237.3 - $254.02 $712 - $762
1.3K $309M
MDLZ
Mondelez International, Inc.

Consumer Defensive
23
+ 0.57%
$65.44 - $71.94 $1.51K - $1.65K
4.06K $266M
PFG
Principal Financial Group Inc

Financial Services
3
+ 0.08%
$76.66 - $86.01 $230 - $258
3.82K $300M
Kenvue Inc
29
+ 0.26%
N/A
11.1K $202M
MRK
Merck & Co., Inc.

Healthcare
16
+ 0.27%
$123.8 - $132.96 $1.98K - $2.13K
6.04K $748M
MA
Mastercard Inc

Financial Services
6
+ 0.29%
$441.1 - $479.43 $2.65K - $2.88K
2.08K $916M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.07K
+ 1.07%
$85.39 - $90.42 $91.4K - $96.7K
101K $8.9B
JNJ
Johnson & Johnson

Healthcare
94
+ 0.23%
$144.38 - $157.78 $13.6K - $14.8K
41.8K $6.11B
Activity Summary
Buys All Purchases 59 New Holdings 13 Increased Positions 46 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Robinson Smith Wealth Advisors LLC Portfolio

Follow Robinson Smith Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robinson Smith Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robinson Smith Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email