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)
| Stock | Value |
|---|---|
VEUVANGUARD INTL EQUITY INDEX F | $433K |
IBDRISHARES TR | $431K |
ITWILLINOIS TOOL WKS INC | $430K |
DWDMORGAN STANLEY | $429K |
IJKISHARES TR | $425K |
DEODIAGEO PLC | $421K |
SHOPSHOPIFY INC | $421K |
COPXGLOBAL X FDS | $420K |
DFASDIMENSIONAL ETF TRUST | $419K |
APDAIR PRODS & CHEMS INC | $415K |
BSJQINVESCO EXCH TRD SLF IDX FD | $409K |
GILDGILEAD SCIENCES INC | $407K |
VTEBVANGUARD MUN BD FDS | $407K |
LAC1EURLITHIUM AMERS CORP NEW | $402K |
AZEKAZEK CO INC | $400K |
DXJWISDOMTREE TR | $398K |
INTUINTUIT | $395K |
VTCVANGUARD SCOTTSDALE FDS | $393K |
EEMVISHARES INC | $391K |
PANWPALO ALTO NETWORKS INC | $391K |
IWDISHARES TR | $391K |
DBEFDBX ETF TR | $389K |
ETNEATON CORP PLC | $385K |
LCTUBLACKROCK ETF TRUST | $381K |
SHELSHELL PLC | $381K |
VGSHVANGUARD SCOTTSDALE FDS | $380K |
SLYVSPDR SER TR | $376K |
VENVENTAS INC | $374K |
HUMHUMANA INC | $370K |
PSXPHILLIPS 66 | $369K |
ITGARTNER INC | $368K |
SLVISHARES SILVER TR | $363K |
VOOVVANGUARD ADMIRAL FDS INC | $362K |
SPGSIMON PPTY GROUP INC NEW | $356K |
ELLAUDER ESTEE COS INC | $355K |
CMICUMMINS INC | $355K |
PHPARKER-HANNIFIN CORP | $353K |
PSAPUBLIC STORAGE | $351K |
KNXKNIGHT-SWIFT TRANSN HLDGS IN | $350K |
FENYFIDELITY COVINGTON TRUST | $345K |
8CWCROWN CASTLE INC | $341K |
EIDOISHARES TR | $337K |
SOSOUTHERN CO | $331K |
NVSNNOVARTIS AG | $329K |
4I1PHILIP MORRIS INTL INC | $324K |
PPGPPG INDS INC | $322K |
FASTFASTENAL CO | $322K |
XYZBLOCK INC | $321K |
IBDQISHARES TR | $318K |
AMATAPPLIED MATLS INC | $318K |
SCHMSCHWAB STRATEGIC TR | $316K |
MANHMANHATTAN ASSOCIATES INC | $309K |
IBTEISHARES TR | $308K |
IBDTISHARES TR | $306K |
BSCSINVESCO EXCH TRD SLF IDX FD | $306K |
BPBP PLC | $305K |
VXFVANGUARD INDEX FDS | $305K |
BSCRINVESCO EXCH TRD SLF IDX FD | $304K |
BSCQINVESCO EXCH TRD SLF IDX FD | $303K |
STZCONSTELLATION BRANDS INC | $303K |
GEGENERAL ELECTRIC CO | $302K |
SCHASCHWAB STRATEGIC TR | $302K |
SGOLABRDN GOLD ETF TRUST | $298K |
TXNTEXAS INSTRS INC | $291K |
IWVISHARES TR | $291K |
SPLVINVESCO EXCH TRADED FD TR II | $289K |
MRNAMODERNA INC | $287K |
PBRPETROLEO BRASILEIRO SA PETRO | $282K |
ICVTISHARES TR | $281K |
BBHVANECK ETF TRUST | $279K |
KMIKINDER MORGAN INC DEL | $272K |
AMDADVANCED MICRO DEVICES INC | $271K |
APAAPA CORPORATION | $270K |
EPAMEPAM SYS INC | $269K |
GRMNGARMIN LTD | $265K |
IBHIISHARES TR | $263K |
SRLNSSGA ACTIVE ETF TR | $261K |
MUMICRON TECHNOLOGY INC | $259K |
TMUST-MOBILE US INC | $256K |
KWEBKRANESHARES TR | $255K |
DLTRDOLLAR TREE INC | $254K |
MOALTRIA GROUP INC | $253K |
SCHXSCHWAB STRATEGIC TR | $252K |
VOVANGUARD INDEX FDS | $250K |
AAALCOA CORP | $249K |
HYGVFLEXSHARES TR | $247K |
AMTAMERICAN TOWER CORP NEW | $246K |
AOKISHARES TR | $242K |
MRVLMARVELL TECHNOLOGY INC | $242K |
TRVTRAVELERS COMPANIES INC | $241K |
IBBISHARES TR | $241K |
RYROYAL BK CDA SUSTAINABL | $238K |
FCXFREEPORT-MCMORAN INC | $236K |
SRESEMPRA | $235K |
MDLZMONDELEZ INTL INC | $231K |
NSCNORFOLK SOUTHN CORP | $231K |
AZZAZZ INC | $230K |
IWNISHARES TR | $230K |
GDXVANECK ETF TRUST | $226K |
RWRSPDR SER TR | $224K |