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  Name: ROBINSON SMITH WEALTH ADVISORS LLC
  City: Portland
  State: ME
  Zip: 04101
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $104,066,000
  Total Value Change : $2,392,000
  Securities Held Change : -3
   
All Securities Held : 79
  New Positions : 3
  Closed Positions : 6
  Increased Positions : 21
  Unchanged Positions : 16
  Decreased Positions : 39

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust 74 New $74.88 $216,000 2,838 0.21% 216,000 2,838 0    Closed - End Fund - Debt
   (NFLX)1 Year Chart         NFLX Netflix Inc 75 New $641.62 $213,000 350 0.2% 213,000 350 0    Music & Video Stores
   (CI)1 Year Chart         CI Cigna Corporation 79 New $344.62 $202,000 556 0.19% 202,000 556 0    Health Care Plans

      3 Records Found
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