ROBINSON SMITH WEALTH ADVISORS LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$118M
Signature - Title
Tracey Daigle - Chief Compliancer Officer
Location
Portland, ME
Summary
This page shows a list of all the recent 13F filings made by ROBINSON SMITH WEALTH ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ROBINSON SMITH WEALTH ADVISORS LLC reported 80 stock holdings with total value $118M as of Q4 2024. Top holdings included SCHB, IUSV, JNJ, CGMU, and TFLO.
Holdings Value