Robinson-Smith-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GOOGL",
  "T",
  "BLK",
  null,
  null,
  "HD",
  "MCD",
  null,
  "GNW",
  "ISRG",
  null,
  "MUB",
  "IVW",
  null,
  null,
  "MA",
  "MSFT",
  "MDLZ",
  "DLN",
  "IWD",
  null,
  "IWF",
  "PEP",
  "IRM",
  "PGR",
  "IVV",
  "AAPL",
  "SPY",
  "PFE",
  "PG",
  "MRK",
  null,
  "AMGN",
  "KVUE",
  "REGN",
  "SCHX",
  "RTX",
  "IBM",
  "VOE",
  "PRF",
  "VIG",
  null,
  "AMZN",
  "SCHB",
  "IVE",
  "PFG",
  null,
  null,
  "VUG",
  null,
  "VTEB",
  "VBR",
  "VOO",
  "VUSB",
  "VTV",
  null,
  null,
  null,
  "YUM",
  "IUSG",
  "SCHD",
  "SCHG",
  "OTIS",
  "IUSV",
  null,
  "ADP",
  "BRK-B",
  "CARR",
  "DE",
  null,
  "NEE",
  "GOOG",
  "JNJ",
  "LLY",
  null,
  "ITOT",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 85
Total Value: 119469147
Accession Number: 0001941040-25-000278
Form Type: 13F-HR
CIK: robinson-smith-wealth-advisors
Manager Name: Robinson-Smith-Wealth-Advisors

Data Enrichment

71% identified

60 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

85 positions • $119.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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922908512

VOE|922908512

Shares:1.4K

Value:$221.7K

% of Portfolio:0.2% ($221.7K/$119.5M)

MCDONALDS CORP

MCD|580135101

Shares:701

Value:$219.0K

% of Portfolio:0.2% ($219.0K/$119.5M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:772

Value:$218.5K

% of Portfolio:0.2% ($218.5K/$119.5M)

808524797

SCHD|808524797

Shares:7.6K

Value:$212.6K

% of Portfolio:0.2% ($212.6K/$119.5M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:420

Value:$208.0K

% of Portfolio:0.2% ($208.0K/$119.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOEcusip922908512)	1.4K	QoQ +2.67% (+36) YoY +2.52% (+34)	All Managers (Combined)	$221.7K	0.2% ($221.7K/$119.5M)	QoQ +1.89% (+$4.1K) YoY +5.56% (+$11.7K)
MCDONALDS CORP(MCDcusip580135101)	701	QoQ -4.36% (-32) YoY -5.65% (-42)	All Managers (Combined)	$219.0K	0.2% ($219.0K/$119.5M)	QoQ +3.05% (-$6.5K) YoY +4.52% (-$9.5K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	772	QoQ NEW(+772) YoY NEW(+772)	All Managers (Combined)	$218.5K	0.2% ($218.5K/$119.5M)	QoQ NEW(+$218.5K) YoY NEW(+$218.5K)
(SCHDcusip808524797)	7.6K	QoQ +2.23% (+166) YoY NEW(+7.6K)	All Managers (Combined)	$212.6K	0.2% ($212.6K/$119.5M)	QoQ +4.62% (+$9.4K) YoY NEW(+$212.6K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	420	QoQ NEW(+420) YoY NEW(+420)	All Managers (Combined)	$208.0K	0.2% ($208.0K/$119.5M)	QoQ NEW(+$208.0K) YoY NEW(+$208.0K)