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 |
|---|---|
TLTISHARES TR | $1.7M |
AQLTISHARES TR | $1.7M |
IEVISHARES TR | $1.7M |
NEENEXTERA ENERGY INC | $1.7M |
ACNACCENTURE PLC IRELAND | $1.7M |
ADBEADOBE INC | $1.7M |
DISDISNEY WALT CO | $1.7M |
TLHISHARES TR | $1.7M |
TJXTJX COS INC NEW | $1.6M |
IBIFISHARES TR | $1.6M |
REEVEREST GROUP LTD | $1.6M |
VCLTVANGUARD SCOTTSDALE FDS | $1.6M |
COINCOINBASE GLOBAL INC | $1.6M |
MDBMONGODB INC | $1.5M |
EWZISHARES INC | $1.5M |
REITALPS ETF TR | $1.5M |
IVLUISHARES TR | $1.5M |
BNDVANGUARD BD INDEX FDS | $1.4M |
FVDFIRST TR VALUE LINE DIVID IN | $1.4M |
VOXVANGUARD WORLD FD | $1.4M |
ESGVVANGUARD WORLD FD | $1.4M |
CMCSACOMCAST CORP NEW | $1.4M |
EWCISHARES INC | $1.4M |
SHYISHARES TR | $1.4M |
OZBELPOINTE PREP LLC | $1.4M |
ECLECOLAB INC | $1.3M |
AMGNAMGEN INC | $1.3M |
DWMWISDOMTREE TR | $1.3M |
SOXXISHARES TR | $1.3M |
VXUSVANGUARD STAR FDS | $1.3M |
ESGUISHARES TR | $1.3M |
BNDXVANGUARD CHARLOTTE FDS | $1.3M |
MAMASTERCARD INCORPORATED | $1.3M |
DGRWWISDOMTREE TR | $1.3M |
VBRVANGUARD INDEX FDS | $1.2M |
ADPTADAPTIVE BIOTECHNOLOGIES COR | $1.2M |
SBUXSTARBUCKS CORP | $1.2M |
PSAPUBLIC STORAGE OPER CO | $1.2M |
EMXCISHARES INC | $1.2M |
TMSLT ROWE PRICE ETF INC | $1.2M |
CGXUCAPITAL GROUP INTL FOCUS EQT | $1.2M |
EWUISHARES TR | $1.2M |
TWLOTWILIO INC | $1.2M |
ELVELEVANCE HEALTH INC | $1.2M |
MBBISHARES TR | $1.2M |
VEUVANGUARD INTL EQUITY INDEX F | $1.2M |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $1.1M |
EPPISHARES INC | $1.1M |
ITGARTNER INC | $1.1M |
XSOEWISDOMTREE TR | $1.1M |
NEMNEWMONT CORP | $1.1M |
IHIISHARES TR | $1.1M |
AZOAUTOZONE INC | $1.1M |
KKRKKR & CO INC | $1.1M |
IWOISHARES TR | $1.1M |
INVXINNOVEX INTERNATIONAL INC | $1.1M |
LMTLOCKHEED MARTIN CORP | $1.1M |
FTECFIDELITY COVINGTON TRUST | $1.0M |
SCHXSCHWAB STRATEGIC TR | $1.0M |
MARMARRIOTT INTL INC NEW | $1.0M |
EPDENTERPRISE PRODS PARTNERS L | $1.0M |
HLTHILTON WORLDWIDE HLDGS INC | $1.0M |
ISRGINTUITIVE SURGICAL INC | $1.0M |
GNMAISHARES TR | $1.0M |
ULUNILEVER PLC | $1.0M |
AVUSAMERICAN CENTY ETF TR | $1.0M |
SHOPSHOPIFY INC | $997K |
37MMRC GLOBAL INC | $986K |
BINCBLACKROCK ETF TRUST II | $981K |
BKNGBOOKING HOLDINGS INC | $978K |
BBJPJ P MORGAN EXCHANGE TRADED F | $960K |
BCCCGLOBAL X FDS | $951K |
MTUMISHARES TR | $945K |
EMGFISHARES INC | $926K |
TTENTOTALENERGIES SE | $891K |
KOCOCA COLA CO | $889K |
ESMLISHARES TR | $886K |
SUSUNCOR ENERGY INC NEW | $880K |
EPIWISDOMTREE TR | $877K |
USBUS BANCORP DEL | $875K |
AMDADVANCED MICRO DEVICES INC | $875K |
SCHWSCHWAB CHARLES CORP | $862K |
ANETARISTA NETWORKS INC | $858K |
NGNOVAGOLD RES INC | $839K |
MCOMOODYS CORP | $805K |
VIGIVANGUARD WHITEHALL FDS | $804K |
SOSOUTHERN CO | $800K |
GEGE AEROSPACE | $787K |
BXBLACKSTONE INC | $787K |
THROBLACKROCK ETF TRUST | $783K |
SCHASCHWAB STRATEGIC TR | $780K |
JNKSPDR SER TR | $779K |
AFLAFLAC INC | $777K |
HYMBSPDR SER TR | $773K |
BCALCALIFORNIA BANCORP | $768K |
LMBSFIRST TR EXCHANGE-TRADED FD | $766K |
VRSKVERISK ANALYTICS INC | $765K |
IYFISHARES TR | $763K |
MMM3M CO | $756K |
QSQUANTUMSCAPE CORP | $748K |