Robinson Smith Wealth Advisors LLC Portfolio Holdings
Robinson Smith Wealth Advisors LLC
- $118 Billion
- Q3 2024
Robinson Smith Wealth Advisors LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $118 Billion distributed in 83 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 $22B, Ishares Core S&P U.S. Value Et with a value of $9.29B, Johnson & Johnson with a value of $6.71B, Capital Group Core Plus Income with a value of $4.4B, and Ishares Treasury Floating Rate with a value of $3.89B.
Examining the 13F form we can see an increase of $4.05B in the current position value, from $114B to 118B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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