Robinson Smith Wealth Advisors LLC Sells in Q2 2025

Robinson Smith Wealth Advisors LLC

  • $125 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-12.3K
- 85.61%
$102.31 - $105.8 $1.26M - $1.3M
2.07K $216M
AAPL
Apple Inc.

Technology
-2.76K
- 20.06%
$172.42 - $223.89 $476K - $618K
11K $2.26B
JNJ
Johnson & Johnson

Healthcare
-46
- 0.13%
$146.36 - $159.82 $6.73K - $7.35K
36.5K $5.57B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-358
- 47.86%
$483.07 - $625.6 $173K - $224K
390 $205M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.55K
- 12.97%
$152.42 - $182.82 $389K - $467K
17.1K $3.13B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-3.9K
- 21.46%
$50.34 - $51.86 $196K - $202K
14.3K $734M
SCHO
Schwab Short Term Us Treasury

ETFs
-7.85K
- 5.47%
$24.19 - $24.45 $190K - $192K
136K $3.31B
MRK
Merck & Co., Inc.

Healthcare
-1.38K
- 23.33%
$73.47 - $87.12 $102K - $120K
4.54K $360M
TFLO
Ishares Treasury Floating Rate

ETFs
-2.04K
- 2.63%
$50.47 - $50.66 $103K - $103K
75.3K $3.81B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-2.8K
- 18.67%
$25.04 - $25.18 $70.2K - $70.6K
12.2K $307M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-544
- 11.71%
$77.94 - $79.5 $42.4K - $43.2K
4.1K $326M
IVV
Ishares Core S&P 500 ETF

ETFs
-93
- 17.19%
$498.8 - $620.9 $46.4K - $57.7K
448 $278M
OTIS
Otis Worldwide Corp

Industrials
-29
- 0.76%
$90.88 - $104.3 $2.64K - $3.02K
3.78K $374M
PGR
Progressive Corp

Financial Services
-19
- 2.46%
$255.27 - $288.74 $4.85K - $5.49K
753 $201M
NEE
Nextera Energy Inc

Utilities
-34
- 0.57%
$64.11 - $75.0 $2.18K - $2.55K
5.89K $409M
GOOGL
Alphabet Inc.

Communication Services
-610
- 13.42%
$144.7 - $178.6 $88.3K - $109K
3.94K $694M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-14
- 0.35%
$63.54 - $68.5 $890 - $959
4.03K $272M
MA
Mastercard Inc

Financial Services
-14
- 3.44%
$479.92 - $590.74 $6.72K - $8.27K
393 $221M
DE
Deere & CO

Industrials
-12
- 2.46%
$412.99 - $531.48 $4.96K - $6.38K
476 $242M
ISRG
Intuitive Surgical Inc

Healthcare
-5
- 1.19%
$451.58 - $565.94 $2.26K - $2.83K
415 $226M
GOOG
Alphabet Inc.

Communication Services
-34
- 1.64%
$146.58 - $180.01 $4.98K - $6.12K
2.03K $361M
RTX
Raytheon Technologies Corp

Industrials
-480
- 5.68%
$113.75 - $148.48 $54.6K - $71.3K
7.97K $1.16B
JPM
Jpmorgan Chase & CO

Financial Services
-230
- 7.13%
$210.28 - $289.91 $48.4K - $66.7K
3K $869M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.62K
- 5.74%
$22.27 - $29.21 $103K - $135K
75.9K $2.22B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-209
- 0.21%
$81.46 - $94.63 $17K - $19.8K
101K $9.56B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-78
- 1.6%
$456.74 - $568.03 $35.6K - $44.3K
4.79K $2.72B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-60.5K
- 5.7%
$19.1 - $23.83 $1.16M - $1.44M
1M $23.8B
Activity Summary
Buys All Purchases 40 New Holdings 11 Increased Positions 29 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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