Robertson Stephens Wealth Management, LLC Q1 2023 Filing

Filed May 11, 2023

Portfolio Value

$1.3T

Holdings

439

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (439 positions)

StockValue
AZOAUTOZONE INC
$975.9M
AXPAMERICAN EXPRESS CO
$945.4M
PIIPOLARIS INC
$940.4M
RCM1USDR1 RCM INC
$938.1M
XLRESELECT SECTOR SPDR TR
$917.5M
HYZDWISDOMTREE TR
$912.0M
NGNOVAGOLD RES INC
$896.0M
TEXTAINER GROUP HOLDINGS LTD
$895.3M
IPACISHARES TR
$894.4M
XBISPDR SER TR
$892.0M
EAGGISHARES TR
$874.7M
LRCXEURLAM RESEARCH CORP
$872.8M
KGRNKRANESHARES TR
$872.0M
HONHONEYWELL INTL INC
$851.5M
NEMNEWMONT CORP
$848.6M
MGKVANGUARD WORLD FD
$842.2M
GQ9SPDR GOLD TR
$837.1M
ILMNILLUMINA INC
$833.5M
JEPIJ P MORGAN EXCHANGE TRADED F
$820.9M
TJXTJX COS INC NEW
$811.9M
VRSKVERISK ANALYTICS INC
$810.4M
FTECFIDELITY COVINGTON TRUST
$808.1M
IWSISHARES TR
$806.0M
ESGEISHARES INC
$798.5M
METAMETA PLATFORMS INC
$792.9M
AQLTISHARES TR
$792.0M
IMCRIMMUNOCORE HLDGS PLC
$787.3M
TAT&T INC
$787.1M
LMTLOCKHEED MARTIN CORP
$786.6M
IGVISHARES TR
$779.4M
FINXGLOBAL X FDS
$779.2M
LMNRLIMONEIRA CO
$773.9M
MPLXMPLX LP
$766.3M
WEPMAGELLAN MIDSTREAM PRTNRS LP
$759.6M
FNDFSCHWAB STRATEGIC TR
$752.9M
HSYHERSHEY CO
$750.8M
MQ8MAG SILVER CORP
$747.4M
SCHFSCHWAB STRATEGIC TR
$740.7M
SUBISHARES TR
$737.8M
BACVERIZON COMMUNICATIONS INC
$731.3M
EMQQEXCHANGE TRADED CONCEPTS TR
$724.1M
TLTISHARES TR
$722.9M
VOXVANGUARD WORLD FDS
$704.3M
BSJRINVESCO EXCH TRD SLF IDX FD
$703.7M
SPYMSPDR SER TR
$701.4M
KOCOCA COLA CO
$699.0M
ITOTISHARES TR
$696.6M
UNVREURUNIVAR SOLUTIONS INC
$691.1M
TRVCCITIGROUP INC
$689.4M
USFRWISDOMTREE TR
$684.4M
AQLTISHARES TR
$673.7M
DYHTARGET CORP
$669.8M
CSXCSX CORP
$669.5M
KKRKKR & CO INC
$669.4M
XLUSELECT SECTOR SPDR TR
$667.6M
HALHALLIBURTON CO
$660.9M
DFUVDIMENSIONAL ETF TRUST
$660.3M
CALIFORNIA BANCORP INC
$657.4M
MAMASTERCARD INCORPORATED
$648.3M
HDSNHUDSON TECHNOLOGIES INC
$647.4M
ULUNILEVER PLC
$645.9M
ETF MANAGERS TR
$642.7M
IEFISHARES TR
$636.4M
SCHWSCHWAB CHARLES CORP
$629.8M
COPCONOCOPHILLIPS
$621.3M
DBEUDBX ETF TR
$615.9M
LULULULULEMON ATHLETICA INC
$613.3M
DONSPDR DOW JONES INDL AVERAGE
$609.9M
FSTAFIDELITY COVINGTON TRUST
$609.9M
IBDSISHARES TR
$605.6M
ADPAUTOMATIC DATA PROCESSING IN
$597.4M
AMGAFFILIATED MANAGERS GROUP IN
$584.9M
ACNACCENTURE PLC IRELAND
$582.7M
MMM3M CO
$580.2M
WYWEYERHAEUSER CO MTN BE
$575.5M
BABAALIBABA GROUP HLDG LTD
$569.1M
QCLNFIRST TR EXCHANGE-TRADED FD
$550.6M
AZNASTRAZENECA PLC
$543.0M
UNPUNION PAC CORP
$538.0M
NULVNUSHARES ETF TR
$533.9M
SDYSPDR SER TR
$523.2M
AWCAMERICAN WTR WKS CO INC NEW
$518.1M
ANETEURARISTA NETWORKS INC
$514.8M
PDNINVESCO EXCH TRADED FD TR II
$514.5M
NUDMNUSHARES ETF TR
$512.3M
EFAISHARES TR
$505.1M
AFLAFLAC INC
$503.3M
MARMARRIOTT INTL INC NEW
$492.5M
SUSLISHARES TR
$489.4M
EWAISHARES INC
$487.4M
DEDEERE & CO
$481.5M
DOCHEALTHPEAK PROPERTIES INC
$481.5M
FFORD MTR CO DEL
$481.1M
PFFISHARES TR
$480.8M
SCHCSCHWAB STRATEGIC TR
$478.1M
ORCLORACLE CORP
$475.8M
IYKISHARES TR
$464.2M
VCITVANGUARD SCOTTSDALE FDS
$457.0M
VCRVANGUARD WORLD FDS
$454.1M
HLTHILTON WORLDWIDE HLDGS INC
$452.3M
PreviousPage 3 of 5Next