Robinson Smith Wealth Advisors LLC Portfolio Holdings
Robinson Smith Wealth Advisors LLC
- $114 Billion
- Q2 2024
Robinson Smith Wealth Advisors LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $114 Billion distributed in 90 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 $20.1B, Ishares Core S&P U.S. Value Et with a value of $8.9B, Johnson & Johnson with a value of $6.11B, Ishares Treasury Floating Rate with a value of $5.66B, and Apple Inc. with a value of $4.23B.
Examining the 13F form we can see an increase of $9.5B in the current position value, from $104B to 114B.
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 Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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