Robertson Stephens Wealth Management, LLC Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$2.9B
Holdings
537
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (537 positions)
| Stock | Value |
|---|---|
BBEUJ P MORGAN EXCHANGE TRADED F | $5.2M |
SPYMSPDR SER TR | $5.2M |
EWSISHARES INC | $5.2M |
LLYELI LILLY & CO | $4.9M |
HYGISHARES TR | $4.8M |
TROWPRICE T ROWE GROUP INC | $4.7M |
VNMVANECK ETF TRUST | $4.7M |
AIQGLOBAL X FDS | $4.7M |
FISVFISERV INC | $4.6M |
SPTLSPDR SER TR | $4.5M |
USX1UNITED STATES STL CORP NEW | $4.4M |
XFEBFIRST TR EXCH TRADED FD III | $4.3M |
MINTPIMCO ETF TR | $4.3M |
METAMETA PLATFORMS INC | $4.3M |
JNJJOHNSON & JOHNSON | $4.3M |
SCHDSCHWAB STRATEGIC TR | $4.3M |
DYNFBLACKROCK ETF TRUST | $4.2M |
AVGOBROADCOM INC | $4.2M |
PFFDGLOBAL X FDS | $4.1M |
ICSHISHARES TR | $4.1M |
CMGCHIPOTLE MEXICAN GRILL INC | $4.1M |
AAALCOA CORP | $4.0M |
SUSAISHARES TR | $4.0M |
UNHUNITEDHEALTH GROUP INC | $4.0M |
NMRKNEWMARK GROUP INC | $3.9M |
PEPPEPSICO INC | $3.8M |
XLYSELECT SECTOR SPDR TR | $3.7M |
IXUSISHARES TR | $3.7M |
TMEDT ROWE PRICE ETF INC | $3.7M |
XOMEXXON MOBIL CORP | $3.7M |
IEIISHARES TR | $3.6M |
JEPIJ P MORGAN EXCHANGE TRADED F | $3.6M |
TSLATESLA INC | $3.5M |
WFCWELLS FARGO CO NEW | $3.5M |
SCHYSCHWAB STRATEGIC TR | $3.5M |
IUSBISHARES TR | $3.5M |
BLKBLACKROCK INC | $3.5M |
RTXRTX CORPORATION | $3.5M |
VPLVANGUARD INTL EQUITY INDEX F | $3.4M |
IBMINTERNATIONAL BUSINESS MACHS | $3.4M |
CSCOCISCO SYS INC | $3.4M |
GSATGLOBALSTAR INC | $3.4M |
DONSPDR DOW JONES INDL AVERAGE | $3.3M |
IWPISHARES TR | $3.3M |
DFSEURDISCOVER FINL SVCS | $3.3M |
DHRDANAHER CORPORATION | $3.3M |
BFSTBUSINESS FIRST BANCSHARES IN | $3.3M |
MRKMERCK & CO INC | $3.2M |
XLESELECT SECTOR SPDR TR | $3.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $3.2M |
JEPQJ P MORGAN EXCHANGE TRADED F | $3.2M |
MCDMCDONALDS CORP | $3.1M |
IGSBISHARES TR | $3.1M |
CVXCHEVRON CORP NEW | $3.1M |
IPACISHARES TR | $2.9M |
EFGISHARES TR | $2.8M |
ABTABBOTT LABS | $2.8M |
USMVISHARES TR | $2.8M |
AGQPROSHARES TR | $2.7M |
PGPROCTER AND GAMBLE CO | $2.7M |
DBJPDBX ETF TR | $2.7M |
EEMISHARES TR | $2.7M |
DFUVDIMENSIONAL ETF TRUST | $2.6M |
FBNDFIDELITY MERRIMACK STR TR | $2.6M |
NOBLPROSHARES TR | $2.6M |
TRVCCITIGROUP INC | $2.6M |
GCORGOLDMAN SACHS ETF TR | $2.5M |
JAAAJANUS DETROIT STR TR | $2.5M |
DFIVDIMENSIONAL ETF TRUST | $2.5M |
SPGIS&P GLOBAL INC | $2.5M |
BABOEING CO | $2.5M |
QCOMQUALCOMM INC | $2.5M |
IAU*ISHARES GOLD TR | $2.4M |
ESGEISHARES INC | $2.4M |
VOVANGUARD INDEX FDS | $2.4M |
MGKVANGUARD WORLD FD | $2.4M |
TCAFT ROWE PRICE ETF INC | $2.4M |
AXPAMERICAN EXPRESS CO | $2.3M |
WMWASTE MGMT INC DEL | $2.2M |
RWMPROSHARES TR | $2.2M |
FLEXFLEX LTD | $2.1M |
LRCXLAM RESEARCH CORP | $2.1M |
VISVANGUARD WORLD FD | $2.1M |
MCXMCCORMICK & CO INC | $2.0M |
ETNEATON CORP PLC | $2.0M |
IYWISHARES TR | $2.0M |
GENIGENIUS SPORTS LIMITED | $2.0M |
SHWSHERWIN WILLIAMS CO | $1.9M |
OMFONEMAIN HLDGS INC | $1.9M |
CRMSALESFORCE INC | $1.9M |
UNPUNION PAC CORP | $1.9M |
IBHHISHARES TR | $1.9M |
EMBISHARES TR | $1.9M |
ROSTROSS STORES INC | $1.8M |
SMHVANECK ETF TRUST | $1.8M |
FNCLFIDELITY COVINGTON TRUST | $1.8M |
LMNRLIMONEIRA CO | $1.8M |
BACBANK AMERICA CORP | $1.8M |
IXNISHARES TR | $1.8M |
EMNTPIMCO ETF TR | $1.8M |