Robinson Smith Wealth Advisors LLC Portfolio Holdings

Robinson Smith Wealth Advisors LLC

  • $118 Billion
  • Q4 2024

Robinson Smith Wealth Advisors LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $118 Billion distributed in 80 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 $23.6B, Ishares Core S&P U.S. Value Et with a value of $9.3B, Johnson & Johnson with a value of $5.45B, Capital Group Core Plus Income with a value of $5.36B, and Ishares Treasury Floating Rate with a value of $3.87B.

Examining the 13F form we can see an increase of $336M in the current position value, from $118B 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.

Portfolio value $118 Billion
ETFs: $89.2 Billion
Healthcare: $7.69 Billion
Technology: $5 Billion
Financial Services: $2.48 Billion
Industrials: $2.09 Billion
Consumer Cyclical: $1.71 Billion
Consumer Defensive: $1.59 Billion
Communication Services: $1.11 Billion
Other: $695 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $118 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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