Robertson Stephens Wealth Management, LLC Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$1.9T

Holdings

488

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (488 positions)

StockValue
ADPAUTOMATIC DATA PROCESSING IN
$632.2M
ULUNILEVER PLC
$628.4M
IPACISHARES TR
$626.1M
SUSUNCOR ENERGY INC NEW
$625.0M
IXCISHARES TR
$618.0M
VOVANGUARD INDEX FDS
$616.1M
EMEEMCOR GROUP INC
$612.9M
DXJWISDOMTREE TR
$610.6M
FFORD MTR CO DEL
$609.4M
SCHWSCHWAB CHARLES CORP
$603.4M
PHPARKER-HANNIFIN CORP
$592.9M
FDISFIDELITY COVINGTON TRUST
$592.1M
BACVERIZON COMMUNICATIONS INC
$592.0M
ADPTADAPTIVE BIOTECHNOLOGIES COR
$590.0M
PSAPUBLIC STORAGE
$589.7M
MUMICRON TECHNOLOGY INC
$588.7M
PWRQUANTA SVCS INC
$580.4M
IJSISHARES TR
$576.3M
MMM3M CO
$573.5M
IYEISHARES TR
$573.4M
TELTE CONNECTIVITY LTD
$573.2M
ITGARTNER INC
$573.0M
MDLZMONDELEZ INTL INC
$571.2M
BINCBLACKROCK ETF TRUST II
$566.2M
SPTMSPDR SER TR
$560.0M
QQQMINVESCO EXCH TRADED FD TR II
$557.4M
HSYHERSHEY CO
$552.9M
EMQQEXCHANGE TRADED CONCEPTS TRU
$552.6M
IXP*ISHARES TR
$550.2M
FTNTFORTINET INC
$548.2M
ITWILLINOIS TOOL WKS INC
$537.9M
PDNINVESCO EXCH TRADED FD TR II
$535.2M
COINCOINBASE GLOBAL INC
$532.9M
VTEBVANGUARD MUN BD FDS
$530.5M
HEFAISHARES TR
$520.9M
IBDTISHARES TR
$510.6M
BXBLACKSTONE INC
$508.3M
TFLOISHARES TR
$502.1M
IGVISHARES TR
$498.5M
CHTRCHARTER COMMUNICATIONS INC N
$494.7M
IWSISHARES TR
$492.6M
SHVISHARES TR
$489.7M
VAWVANGUARD WORLD FD
$484.6M
DBEUDBX ETF TR
$483.7M
JPSTJ P MORGAN EXCHANGE TRADED F
$483.1M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$475.2M
SSDSIMPSON MFG INC
$473.6M
LULULULULEMON ATHLETICA INC
$471.5M
UBERUBER TECHNOLOGIES INC
$469.9M
IBDUISHARES TR
$463.0M
USIGISHARES TR
$460.5M
COPXGLOBAL X FDS
$460.4M
TRVTRAVELERS COMPANIES INC
$456.6M
IBDQISHARES TR
$452.8M
GDGENERAL DYNAMICS CORP
$452.5M
NEMNEWMONT CORP
$448.5M
PFFISHARES TR
$445.0M
KGRNKRANESHARES TRUST
$444.2M
MDTMEDTRONIC PLC
$441.0M
EWAISHARES INC
$436.6M
SLVISHARES SILVER TR
$435.7M
VYMVANGUARD WHITEHALL FDS
$431.2M
WPCWP CAREY INC
$430.9M
MDBMONGODB INC
$430.4M
EWJISHARES INC
$429.9M
XBISPDR SER TR
$426.2M
IJKISHARES TR
$418.5M
SHELSHELL PLC
$416.8M
SCHCSCHWAB STRATEGIC TR
$415.9M
MPLXMPLX LP
$415.6M
INMDINMODE LTD
$413.1M
NOBLPROSHARES TR
$410.5M
DOCHEALTHPEAK PROPERTIES INC
$409.7M
FENYFIDELITY COVINGTON TRUST
$409.2M
FDNFIRST TR EXCHANGE-TRADED FD
$408.9M
FASTFASTENAL CO
$408.3M
IFRAISHARES TR
$406.3M
TAT&T INC
$405.0M
GILDGILEAD SCIENCES INC
$403.0M
URIUNITED RENTALS INC
$402.4M
ACGLARCH CAP GROUP LTD
$400.4M
SMCIUSDSUPER MICRO COMPUTER INC
$399.0M
FCNFTI CONSULTING INC
$390.5M
PBRPETROLEO BRASILEIRO SA PETRO
$388.6M
FNFFIDELITY NATIONAL FINANCIAL
$385.5M
APDAIR PRODS & CHEMS INC
$384.9M
DDOGDATADOG INC
$380.4M
ILMNILLUMINA INC
$378.7M
AWCAMERICAN WTR WKS CO INC NEW
$378.1M
VENVENTAS INC
$375.5M
DNBDUN & BRADSTREET HLDGS INC
$370.9M
SKYYFIRST TR EXCHANGE TRADED FD
$370.8M
IWVISHARES TR
$365.3M
DFASDIMENSIONAL ETF TRUST
$364.1M
GJUNFIRST TR EXCHNG TRADED FD VI
$363.0M
IMTBISHARES TR
$359.4M
MFCMANULIFE FINL CORP
$357.8M
PRIPRIMERICA INC
$356.9M
DEDEERE & CO
$353.5M
STZCONSTELLATION BRANDS INC
$351.9M
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