Robinson Smith Wealth Advisors LLC Purchases in Q1 2025

Robinson Smith Wealth Advisors LLC

  • $119 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
10.4K
New
N/A
10.4K $542M
CGMU
Capital Group Core Plus Income
20.9K
+ 10.52%
N/A
220K $5.9B
SCHV
Schwab Strategic Tr Us Large C

ETFs
17.5K
+ 218.44%
$25.77 - $27.6 $450K - $482K
25.5K $676M
DFAI
Dimensional ETF Tr

ETFs
5.68K
+ 7.35%
$28.88 - $32.4 $164K - $184K
83K $2.59B
IQLT
Ishares Msci Intl Quality Fact

ETFs
5.82K
+ 19.27%
$36.91 - $41.03 $215K - $239K
36K $1.43B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
11.5K
+ 81.81%
$22.61 - $23.14 $261K - $267K
25.7K $593M
IBDV
Ishares Tr

Technology
11.7K
New
$21.11 - $21.73 $248K - $255K
11.7K $255M
YUM
Yum Brands Inc

Consumer Cyclical
1.49K
New
$123.25 - $162.53 $184K - $242K
1.49K $234M
DE
Deere & CO

Industrials
488
New
$408.57 - $509.27 $199K - $249K
488 $229M
DFSU
Dimensional ETF Tr Dimen Us Su
6.38K
New
N/A
6.38K $228M
PGR
Progressive Corp

Financial Services
772
New
$235.61 - $291.22 $182K - $225K
772 $218M
SCHO
Schwab Short Term Us Treasury

ETFs
7.3K
+ 5.36%
$24.1 - $24.34 $176K - $178K
143K $3.49B
ISRG
Intuitive Surgical Inc

Healthcare
420
New
$476.63 - $610.45 $200K - $256K
420 $208M
RTX
Raytheon Technologies Corp

Industrials
420
+ 5.23%
$114.1 - $135.66 $47.9K - $57K
8.45K $1.12B
DUHP
Dimensional ETF Tr Dimensional

ETFs
5.87K
+ 8.3%
$32.57 - $35.82 $191K - $210K
76.6K $2.54B
DFAU
Dimensional ETF Tr

ETFs
8.3K
+ 9.63%
$37.84 - $42.29 $314K - $351K
94.5K $3.63B
JPM
Jpmorgan Chase & CO

Financial Services
360
+ 12.55%
$225.19 - $279.95 $81.1K - $101K
3.23K $792M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.89K
+ 3.79%
$50.72 - $50.92 $95.8K - $96.1K
51.7K $2.63B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
212
+ 39.55%
$634.14 - $744.83 $134K - $158K
748 $474M
IBM
International Business Machines Corp

Technology
200
+ 14.38%
$217.4 - $264.74 $43.5K - $52.9K
1.59K $396M
AMGN
Amgen Inc

Healthcare
148
+ 18.39%
$258.59 - $327.36 $38.3K - $48.4K
953 $297M
AAPL
Apple Inc.

Technology
1.86K
+ 15.58%
$209.68 - $247.1 $389K - $459K
13.8K $3.06B
LLY
Eli Lilly & CO

Healthcare
10
+ 0.91%
$725.72 - $929.72 $7.26K - $9.3K
1.11K $913M
IVV
Ishares Core S&P 500 ETF

ETFs
104
+ 23.8%
$554.06 - $615.85 $57.6K - $64K
541 $304M
VTV
Vanguard Value ETF

ETFs
227
+ 9.98%
$167.73 - $179.21 $38.1K - $40.7K
2.5K $432M
TFLO
Ishares Treasury Floating Rate

ETFs
636
+ 0.83%
$50.48 - $50.68 $32.1K - $32.2K
77.3K $3.92B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
794
+ 0.79%
$90.0 - $96.32 $71.5K - $76.5K
101K $9.34B
OTIS
Otis Worldwide Corp

Industrials
29
+ 0.77%
$90.77 - $104.01 $2.63K - $3.02K
3.81K $393M
HD
Home Depot, Inc.

Consumer Cyclical
150
+ 24.0%
$347.25 - $424.87 $52.1K - $63.7K
775 $284M
MDLZ
Mondelez International, Inc.

Consumer Defensive
30
+ 0.75%
$56.12 - $68.15 $1.68K - $2.04K
4.05K $275M
ITOT
Ishares Core S&P Total U.S. St

ETFs
902
+ 7.81%
$120.29 - $134.6 $109K - $121K
12.4K $1.52B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
988
+ 5.32%
$24.79 - $25.26 $24.5K - $25K
19.6K $494M
MA
Mastercard Inc

Financial Services
24
+ 6.27%
$504.67 - $576.31 $12.1K - $13.8K
407 $223M
IRM
Iron Mountain Inc

Real Estate
825
+ 31.73%
$82.79 - $111.31 $68.3K - $91.8K
3.43K $295M
VIG
Vanguard Dividend Appreciation

ETFs
146
+ 1.46%
N/A
10.1K $1.96B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
166
+ 2.23%
$27.01 - $28.54 $4.48K - $4.74K
7.6K $213M
VOE
Vanguard Mid Cap Value Index F

ETFs
36
+ 2.68%
$156.61 - $168.02 $5.64K - $6.05K
1.38K $222M
NEE
Nextera Energy Inc

Utilities
34
+ 0.58%
$66.96 - $76.16 $2.28K - $2.59K
5.92K $420M
PEP
Pepsico Inc

Consumer Defensive
19
+ 0.51%
$142.64 - $156.42 $2.71K - $2.97K
3.76K $564M
PFE
Pfizer Inc

Healthcare
11
+ 0.11%
$25.01 - $27.13 $275 - $298
9.69K $246M
VBR
Vanguard Small Cap Value ETF

ETFs
30
+ 2.0%
$183.02 - $207.75 $5.49K - $6.23K
1.53K $285M
MRK
Merck & Co., Inc.

Healthcare
440
+ 8.02%
$83.01 - $101.02 $36.5K - $44.4K
5.93K $532M
GOOGL
Alphabet Inc.

Communication Services
708
+ 18.45%
$154.33 - $206.19 $109K - $146K
4.55K $703M
MSFT
Microsoft Corp

Technology
283
+ 8.16%
$375.39 - $447.2 $106K - $127K
3.75K $1.41B
GOOG
Alphabet Inc.

Communication Services
48
+ 2.38%
$156.06 - $207.71 $7.49K - $9.97K
2.07K $323M
AMZN
Amazon Com Inc

Consumer Cyclical
294
+ 5.16%
$190.26 - $242.06 $55.9K - $71.2K
5.99K $1.14B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
20.3K
+ 1.95%
$21.23 - $23.75 $431K - $482K
1.06M $22.8B
Activity Summary
Buys All Purchases 48 New Holdings 8 Increased Positions 40 Sells All Sells 13 Reductions 13 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