Robinson Smith Wealth Advisors LLC Portfolio Holdings

Robinson Smith Wealth Advisors LLC

  • $114 Billion
  • Q2 2024

Robinson Smith Wealth Advisors LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $114 Billion distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $20.1B, Ishares Core S&P U.S. Value Et with a value of $8.9B, Johnson & Johnson with a value of $6.11B, Ishares Treasury Floating Rate with a value of $5.66B, and Apple Inc. with a value of $4.23B.

Examining the 13F form we can see an increase of $9.5B in the current position value, from $104B to 114B.

Robinson Smith Wealth Advisors LLC is based out at Portland, ME

Below you can find more details about Robinson Smith Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $114 Billion
ETFs: $83 Billion
Healthcare: $9.61 Billion
Technology: $6.66 Billion
Financial Services: $3.48 Billion
Consumer Cyclical: $3.28 Billion
Industrials: $2.2 Billion
Communication Services: $1.88 Billion
Consumer Defensive: $1.74 Billion
Other: $945 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$72.5M
$11.7 Million 0.01% of portfolio
10,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $114 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 13 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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