Robinson Smith Wealth Advisors LLC Purchases in Q2 2024

Robinson Smith Wealth Advisors LLC

  • $114 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
19.7K
+ 6.58%
$57.57 - $63.3 $1.14M - $1.25M
319K $20.1B
AAPL
Apple Inc.

Technology
3.19K
+ 18.86%
$165.0 - $216.67 $526K - $690K
20.1K $4.23B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.37K
+ 13.98%
$154.56 - $173.19 $366K - $410K
19.3K $3.29B
MSFT
Microsoft Corp

Technology
680
+ 18.92%
$389.33 - $452.85 $265K - $308K
4.28K $1.91B
VO
Vanguard Mid Cap ETF

ETFs
1.41K
New
$234.99 - $248.98 $332K - $351K
1.41K $342M
AMGN
Amgen Inc

Healthcare
1.09K
New
$262.75 - $319.31 $286K - $348K
1.09K $341M
AMZN
Amazon Com Inc

Consumer Cyclical
1.21K
+ 17.5%
$173.67 - $197.85 $211K - $240K
8.15K $1.58B
DFAU
Dimensional ETF Tr

ETFs
6.76K
+ 9.79%
$34.53 - $37.67 $233K - $254K
75.8K $2.84B
TFLO
Ishares Treasury Floating Rate

ETFs
6.17K
+ 5.84%
$50.44 - $50.7 $311K - $313K
112K $5.66B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
13.6K
New
$22.29 - $22.77 $303K - $310K
13.6K $308M
PFE
Pfizer Inc

Healthcare
9.98K
New
$25.26 - $29.6 $252K - $296K
9.98K $279M
VTI
Vanguard Total Stock Market Et

ETFs
997
New
$245.23 - $269.4 $244K - $269K
997 $267M
NVDA
Nvidia Corp

Technology
2.03K
New
$118.11 - $1224.4 $240K - $2.48M
2.03K $251M
BLK
Black Rock Inc.

Financial Services
314
New
$747.3 - $826.77 $235K - $260K
314 $247M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.06K
New
$114.71 - $121.51 $236K - $250K
2.06K $244M
GOOGL
Alphabet Inc.

Communication Services
418
+ 7.78%
$150.53 - $185.41 $62.9K - $77.5K
5.79K $1.05B
CGMU
Capital Group Core Plus Income
7.98K
New
N/A
7.98K $214M
SO
Southern CO

Utilities
2.73K
New
$67.77 - $80.71 $185K - $220K
2.73K $212M
JPM
Jpmorgan Chase & CO

Financial Services
1.01K
+ 31.68%
$180.08 - $204.79 $181K - $206K
4.18K $846M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.62K
New
$76.09 - $82.16 $200K - $216K
2.62K $206M
VUG
Vanguard Growth ETF

ETFs
64
+ 1.1%
$322.46 - $377.11 $20.6K - $24.1K
5.88K $2.2B
T
At&T Inc.

Communication Services
10.2K
New
$16.09 - $19.11 $164K - $194K
10.2K $194M
DFAI
Dimensional ETF Tr

ETFs
6.99K
+ 10.07%
$28.93 - $30.91 $202K - $216K
76.4K $2.27B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
122
+ 2.2%
$455.1 - $504.28 $55.5K - $61.5K
5.66K $2.83B
LLY
Eli Lilly & CO

Healthcare
10
+ 0.86%
$724.87 - $909.04 $7.25K - $9.09K
1.18K $1.06B
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.15K
+ 9.11%
$29.72 - $32.4 $123K - $134K
49.7K $1.59B
VIG
Vanguard Dividend Appreciation

ETFs
793
+ 7.99%
$173.33 - $185.29 $137K - $147K
10.7K $1.96B
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.85K
+ 13.57%
$37.62 - $40.69 $145K - $157K
32.2K $1.26B
TJX
Tjx Companies Inc

Consumer Cyclical
364
+ 4.4%
$92.66 - $111.05 $33.7K - $40.4K
8.64K $952M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
27
+ 0.28%
$109.98 - $128.59 $2.97K - $3.47K
9.54K $1.22B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.94K
+ 5.27%
$50.57 - $50.75 $98.1K - $98.4K
38.7K $1.97B
RTX
Raytheon Technologies Corp

Industrials
598
+ 7.49%
$97.55 - $108.44 $58.3K - $64.8K
8.58K $862M
MUB
Ishares National Muni Bond ETF

ETFs
783
+ 4.84%
$105.37 - $107.16 $82.5K - $83.9K
17K $1.81B
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.05%
$495.16 - $548.49 $495 - $548
2.15K $1.17B
NEE
Nextera Energy Inc

Utilities
16
+ 0.27%
$61.7 - $80.02 $987 - $1.28K
5.94K $420M
NFLX
Netflix Inc

Communication Services
22
+ 6.29%
$550.64 - $686.12 $12.1K - $15.1K
372 $251M
DE
Deere & CO

Industrials
147
+ 28.94%
$364.98 - $414.02 $53.7K - $60.9K
655 $245M
CARR
Carrier Global Corp

Industrials
4
+ 0.06%
$53.38 - $66.22 $214 - $265
6.61K $417M
SCHO
Schwab Short Term Us Treasury

ETFs
729
+ 2.03%
$47.75 - $48.13 $34.8K - $35.1K
36.6K $1.76B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.35K
+ 8.13%
$24.4 - $24.86 $33K - $33.6K
18K $446M
HD
Home Depot, Inc.

Consumer Cyclical
158
+ 20.08%
$325.1 - $368.03 $51.4K - $58.1K
945 $325M
PG
Procter & Gamble CO

Consumer Defensive
59
+ 1.18%
$155.33 - $168.56 $9.16K - $9.95K
5.07K $836M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
283
+ 6.46%
$76.35 - $77.35 $21.6K - $21.9K
4.66K $360M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
103
+ 6.32%
$396.73 - $420.24 $40.9K - $43.3K
1.73K $705M
WW
Ww International, Inc.

Consumer Cyclical
10K
New
$1.17 - $2.1 $11.7K - $21K
10K $11.7M
MCD
Mcdonalds Corp

Consumer Cyclical
96
+ 12.92%
$249.37 - $280.22 $23.9K - $26.9K
839 $214M
VOE
Vanguard Mid Cap Value Index F

ETFs
33
+ 2.45%
$146.82 - $155.77 $4.85K - $5.14K
1.38K $208M
IDXX
Idexx Laboratories Inc

Healthcare
33
+ 7.64%
$468.04 - $548.53 $15.4K - $18.1K
465 $227M
VBR
Vanguard Small Cap Value ETF

ETFs
28
+ 1.87%
$177.65 - $191.11 $4.97K - $5.35K
1.53K $279M
Activity Summary
Buys All Purchases 59 New Holdings 13 Increased Positions 46 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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