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 |
|---|---|
QSQUANTUMSCAPE CORP | $748K |
XJHISHARES TR | $739K |
OUNZVANECK MERK GOLD ETF | $727K |
PHPARKER-HANNIFIN CORP | $721K |
IWDISHARES TR | $716K |
SBRSABINE RTY TR | $715K |
HONHONEYWELL INTL INC | $712K |
TELTE CONNECTIVITY PLC | $712K |
VLUEISHARES TR | $709K |
MDLZMONDELEZ INTL INC | $699K |
MFCMANULIFE FINL CORP | $698K |
XLRESELECT SECTOR SPDR TR | $691K |
JPSTJ P MORGAN EXCHANGE TRADED F | $686K |
HEDJWISDOMTREE TR | $685K |
GRMNGARMIN LTD | $676K |
ORCLORACLE CORP | $676K |
PZAINVESCO EXCH TRADED FD TR II | $673K |
VCRVANGUARD WORLD FD | $672K |
IJJISHARES TR | $657K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $652K |
ADPAUTOMATIC DATA PROCESSING IN | $648K |
4I1PHILIP MORRIS INTL INC | $643K |
AVUVAMERICAN CENTY ETF TR | $639K |
INTCINTEL CORP | $631K |
KBWBINVESCO EXCH TRADED FD TR II | $629K |
SLVISHARES SILVER TR | $624K |
UPSUNITED PARCEL SERVICE INC | $624K |
DWDMORGAN STANLEY | $623K |
VVVANGUARD INDEX FDS | $618K |
QTECFIRST TR NASDAQ 100 TECH IND | $617K |
XLBSELECT SECTOR SPDR TR | $615K |
QQQMINVESCO EXCH TRADED FD TR II | $611K |
PFEPFIZER INC | $611K |
VONVVANGUARD SCOTTSDALE FDS | $610K |
COPCONOCOPHILLIPS | $607K |
HIMUBLACKROCK ETF TRUST II | $602K |
VNQVANGUARD INDEX FDS | $598K |
VENVENTAS INC | $595K |
SPTMSPDR SER TR | $594K |
HEFAISHARES TR | $591K |
ITWILLINOIS TOOL WKS INC | $585K |
DYHTARGET CORP | $584K |
PWZINVESCO EXCH TRADED FD TR II | $569K |
EMREMERSON ELEC CO | $569K |
FTNTFORTINET INC | $568K |
IWSISHARES TR | $566K |
GSGOLDMAN SACHS GROUP INC | $561K |
BMYBRISTOL-MYERS SQUIBB CO | $561K |
SDYSPDR SER TR | $560K |
INTUINTUIT | $554K |
CALYTOPGOLF CALLAWAY BRANDS CORP | $549K |
PDNINVESCO EXCH TRADED FD TR II | $545K |
TAT&T INC | $538K |
FBTFIRST TR EXCHANGE-TRADED FD | $528K |
LOWLOWES COS INC | $523K |
CEGCONSTELLATION ENERGY CORP | $513K |
ADIANALOG DEVICES INC | $506K |
BACVERIZON COMMUNICATIONS INC | $500K |
USFRWISDOMTREE TR | $500K |
URTHISHARES INC | $497K |
MCKMCKESSON CORP | $497K |
SCHFSCHWAB STRATEGIC TR | $496K |
KMIKINDER MORGAN INC DEL | $494K |
PIIPOLARIS INC | $493K |
FNFFIDELITY NATIONAL FINANCIAL | $477K |
OGEOGE ENERGY CORP | $473K |
PDDPDD HOLDINGS INC | $473K |
DBEUDBX ETF TR | $471K |
MOALTRIA GROUP INC | $469K |
DFASDIMENSIONAL ETF TRUST | $462K |
DEDEERE & CO | $461K |
TXNTEXAS INSTRS INC | $459K |
EWEDWARDS LIFESCIENCES CORP | $457K |
HSYHERSHEY CO | $451K |
IJKISHARES TR | $450K |
MPLXMPLX LP | $449K |
MUMICRON TECHNOLOGY INC | $448K |
IFNINDIA FD INC | $447K |
EWJISHARES INC | $437K |
MANHMANHATTAN ASSOCIATES INC | $436K |
CUECUE BIOPHARMA INC | $436K |
TEADOUTBRAIN INC | $434K |
DDOGDATADOG INC | $432K |
VDEVANGUARD WORLD FD | $431K |
IBDTISHARES TR | $430K |
SPGSIMON PPTY GROUP INC NEW | $429K |
PANWPALO ALTO NETWORKS INC | $429K |
DOCHEALTHPEAK PROPERTIES INC | $429K |
FFORD MTR CO | $424K |
PSXPHILLIPS 66 | $417K |
IJSISHARES TR | $417K |
OKEONEOK INC NEW | $405K |
MDYSPDR S&P MIDCAP 400 ETF TR | $404K |
BXSLBLACKSTONE SECD LENDING FD | $401K |
ACWIISHARES TR | $399K |
SHELSHELL PLC | $391K |
TRVTRAVELERS COMPANIES INC | $389K |
OBDCBLUE OWL CAPITAL CORPORATION | $388K |
WECWEC ENERGY GROUP INC | $383K |
GILDGILEAD SCIENCES INC | $383K |