Robinson Smith Wealth Advisors LLC Portfolio Holdings by Sector
Robinson Smith Wealth Advisors LLC
- $139 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHB IUSV DFAI DFAU DUHP JMST IWF QUAL 45 stocks |
$98 Million
79.08% of portfolio
|
15
|
19
|
3
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY MRK 3 stocks |
$7.94 Million
6.4% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.59 Million
2.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.9 Million
1.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$1.4 Million
1.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$1.33 Million
1.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.32 Million
1.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$945,659
0.76% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$846,614
0.68% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$719,731
0.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Insurance—Life | Financial Services
GNW 1 stocks |
$683,360
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PFG PHYS 2 stocks |
$553,759
0.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$500,938
0.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$448,917
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$444,485
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
YUM MCD 2 stocks |
$435,252
0.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$379,496
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$379,035
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$347,532
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
OTIS 1 stocks |
$345,240
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
IBKR 1 stocks |
$344,807
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$272,593
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$250,880
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX 1 stocks |
$242,778
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T 1 stocks |
$226,091
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$219,827
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN 1 stocks |
$219,285
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$217,656
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Credit Services | Financial Services
MA 1 stocks |
$204,771
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$202,595
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|