Robinson Smith Wealth Advisors LLC's portfolio and holdings - Jun 2025

As per corporate shareholdings filed for May-2025, people matching Robinson Smith Wealth Advisors LLC publicly holds 35 stocks with a net worth of over US$ 25.9 M.

These are shares held by Robinson Smith Wealth Advisors LLC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Apple Inc Robinson Smith Wealth Advisors Llc 211.18 13,770 0.00% 0.00 2.9 M
Automatic Data Processing Inc. Robinson Smith Wealth Advisors Llc 301.79 1,293 0.00% 0.00 390.2 K
AMGEN Inc. Robinson Smith Wealth Advisors Llc 294.76 953 0.00% 0.00 280.9 K
Amazon.com Inc. Robinson Smith Wealth Advisors Llc 226.13 5,991 0.00% 0.00 1.4 M
Blackrock Inc. Robinson Smith Wealth Advisors Llc 1103.59 238 0.00% 0.00 262.7 K
Berkshire Hathaway Inc. - Ordinary Shares - Class B Robinson Smith Wealth Advisors Llc 473.80 1,664 0.00% 0.00 788.4 K
Carrier Global Corp Robinson Smith Wealth Advisors Llc 76.63 6,349 0.00% 0.00 486.5 K
Deere & Co. Robinson Smith Wealth Advisors Llc 499.82 488 0.00% 0.00 243.9 K
Genworth Financial Inc - Ordinary Shares - Class A Robinson Smith Wealth Advisors Llc 7.44 76,782 0.02% 0.00 571.3 K
Alphabet Inc - Ordinary Shares - Class C Robinson Smith Wealth Advisors Llc 185.94 2,068 0.00% 0.00 384.5 K
Alphabet Inc - Ordinary Shares - Class A Robinson Smith Wealth Advisors Llc 185.06 4,546 0.00% 0.00 841.3 K
Home Depot, Inc. Robinson Smith Wealth Advisors Llc 359.40 775 0.00% 0.00 278.5 K
International Business Machines Corp. Robinson Smith Wealth Advisors Llc 285.87 1,591 0.00% 0.00 454.8 K
Iron Mountain Inc. Robinson Smith Wealth Advisors Llc 99.67 3,425 0.00% 0.00 341.4 K
Intuitive Surgical Inc Robinson Smith Wealth Advisors Llc 518.62 420 0.00% 0.00 217.8 K
Johnson & Johnson Robinson Smith Wealth Advisors Llc 163.70 36,502 0.00% 0.00 6.0 M
JPMorgan Chase & Co. Robinson Smith Wealth Advisors Llc 291.27 3,228 0.00% 0.00 940.2 K
Kenvue Inc Robinson Smith Wealth Advisors Llc 22.00 10,521 0.00% 0.00 231.5 K
Lilly(Eli) & Co Robinson Smith Wealth Advisors Llc 771.71 1,105 0.00% 0.00 852.7 K
Mastercard Incorporated - Ordinary Shares - Class A Robinson Smith Wealth Advisors Llc 552.66 407 0.00% 0.00 224.9 K
McDonald`s Corp Robinson Smith Wealth Advisors Llc 297.07 701 0.00% 0.00 208.2 K
Mondelez International Inc. - Ordinary Shares - Class A Robinson Smith Wealth Advisors Llc 69.81 4,046 0.00% 0.00 282.5 K
Merck & Co Inc Robinson Smith Wealth Advisors Llc 79.96 5,927 0.00% 0.00 473.9 K
Microsoft Corporation Robinson Smith Wealth Advisors Llc 510.05 3,750 0.00% 0.00 1.9 M
NextEra Energy Inc Robinson Smith Wealth Advisors Llc 75.95 5,922 0.00% 0.00 449.8 K
Otis Worldwide Corp Robinson Smith Wealth Advisors Llc 99.44 3,805 0.00% 0.00 378.4 K
PepsiCo Inc Robinson Smith Wealth Advisors Llc 143.24 3,759 0.00% 0.00 538.4 K
Pfizer Inc. Robinson Smith Wealth Advisors Llc 24.47 9,689 0.00% 0.00 237.1 K
Principal Financial Group Inc - Registered Shares Robinson Smith Wealth Advisors Llc 81.06 3,821 0.00% 0.00 309.7 K
Procter & Gamble Co. Robinson Smith Wealth Advisors Llc 155.10 4,684 0.00% 0.00 726.5 K
Progressive Corp. Robinson Smith Wealth Advisors Llc 246.41 772 0.00% 0.00 190.2 K
Regeneron Pharmaceuticals, Inc. Robinson Smith Wealth Advisors Llc 542.52 748 0.00% 0.00 405.8 K
Raytheon Technologies Corporation Robinson Smith Wealth Advisors Llc 151.50 8,449 0.00% 0.00 1.3 M
AT&T, Inc. Robinson Smith Wealth Advisors Llc 26.94 8,006 0.00% 0.00 215.7 K
Yum Brands Inc. Robinson Smith Wealth Advisors Llc 148.96 1,490 0.00% 0.00 222.0 K
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