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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 : 6     View All Holdings Currently Viewing:  Closed 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
   (ECL)1 Year Chart         ECL Ecolab Inc 82 Closed $241.68 $0 0 0% -238,000 -1,201 0    Cleaning Products
   (BLK)1 Year Chart         BLK BlackRock Inc A 81 Closed $770.11 $0 0 0% -303,000 -374 0    Investment Brokerage ...
   (AMGN)1 Year Chart         AMGN Amgen Inc 80 Closed $301.08 $0 0 0% -318,000 -1,105 0    Biotechnology
   (INTC)1 Year Chart         INTC Intel Corp 85 Closed $30.76 $0 0 0% -219,000 -4,363 0    Semiconductor- Broad...
   (PFE)1 Year Chart         PFE Pfizer Inc 84 Closed $27.66 $0 0 0% -210,000 -7,285 0    Drug Manufacturers - ...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 83 Closed $244.17 $0 0 0% -323,000 -1,389 0    Closed - End Fund - E...

      6 Records Found
  1    
Page 1 of 1
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