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 |
|---|---|
CIBRFIRST TR EXCHANGE TRADED FD | $383K |
GJUNFIRST TR EXCHNG TRADED FD VI | $383K |
INDIINDIE SEMICONDUCTOR INC | $379K |
JGROJ P MORGAN EXCHANGE TRADED F | $377K |
CBCHUBB LIMITED | $375K |
PGRPROGRESSIVE CORP | $374K |
VSGXVANGUARD WORLD FD | $372K |
IWVISHARES TR | $371K |
CRWDCROWDSTRIKE HLDGS INC | $370K |
CARRCARRIER GLOBAL CORPORATION | $369K |
ARMARM HOLDINGS PLC | $368K |
GDXVANECK ETF TRUST | $368K |
NKENIKE INC | $361K |
FDISFIDELITY COVINGTON TRUST | $361K |
DGDOLLAR GEN CORP NEW | $359K |
GISGENERAL MLS INC | $359K |
IBHFISHARES TR | $358K |
IFRAISHARES TR | $356K |
MRSHMARSH & MCLENNAN COS INC | $355K |
NVSNNOVARTIS AG | $349K |
SPYGSPDR SER TR | $348K |
APDAIR PRODS & CHEMS INC | $344K |
MLMMARTIN MARIETTA MATLS INC | $343K |
EDCONSOLIDATED EDISON INC | $343K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $341K |
FDNFIRST TR EXCHANGE-TRADED FD | $340K |
AWCAMERICAN WTR WKS CO INC NEW | $339K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $337K |
PRIPRIMERICA INC | $336K |
LVHILEGG MASON ETF INVT | $334K |
DUKDUKE ENERGY CORP NEW | $333K |
DNBDUN & BRADSTREET HLDGS INC | $330K |
FXIISHARES TR | $329K |
PXFINVESCO EXCH TRADED FD TR II | $329K |
NRANRG ENERGY INC | $328K |
MSCIMSCI INC | $327K |
EIXEDISON INTL | $327K |
IBHGISHARES TR | $324K |
CVSCVS HEALTH CORP | $321K |
ICFISHARES TR | $319K |
CHDCHURCH & DWIGHT CO INC | $318K |
HRBBLOCK H & R INC | $317K |
IBBISHARES TR | $316K |
HEHAWAIIAN ELEC INDUSTRIES | $316K |
PWRQUANTA SVCS INC | $314K |
EWGISHARES INC | $309K |
COPXGLOBAL X FDS | $307K |
BILSPDR SER TR | $306K |
IXCISHARES TR | $302K |
ICVTISHARES TR | $298K |
IWNISHARES TR | $294K |
CMECME GROUP INC | $289K |
VLTOVERALTO CORP | $289K |
UBERUBER TECHNOLOGIES INC | $289K |
GEVGE VERNOVA INC | $284K |
SPYVSPDR SER TR | $284K |
BUGGLOBAL X FDS | $283K |
FASTFASTENAL CO | $281K |
XBISPDR SER TR | $281K |
EQTEQT CORP | $279K |
APHAMPHENOL CORP NEW | $277K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $277K |
NSCNORFOLK SOUTHN CORP | $276K |
MCHPMICROCHIP TECHNOLOGY INC. | $276K |
SSDSIMPSON MFG INC | $274K |
VTWOVANGUARD SCOTTSDALE FDS | $269K |
NUDMNUSHARES ETF TR | $266K |
BEBLOOM ENERGY CORP | $265K |
IMCBISHARES TR | $264K |
FRELFIDELITY COVINGTON TRUST | $259K |
CSXCSX CORP | $259K |
JKHYHENRY JACK & ASSOC INC | $258K |
UNMUNUM GROUP | $257K |
IBDQISHARES TR | $256K |
AMTAMERICAN TOWER CORP NEW | $255K |
FMATFIDELITY COVINGTON TRUST | $255K |
SCHKSCHWAB STRATEGIC TR | $250K |
SCHHSCHWAB STRATEGIC TR | $249K |
EPREPR PPTYS | $249K |
KEYSKEYSIGHT TECHNOLOGIES INC | $248K |
PPGPPG INDS INC | $248K |
LQDISHARES TR | $248K |
STZCONSTELLATION BRANDS INC | $248K |
LINLINDE PLC | $248K |
KNGFIRST TR EXCHANGE-TRADED FD | $248K |
ANGLVANECK ETF TRUST | $247K |
ORLYOREILLY AUTOMOTIVE INC | $246K |
CMICUMMINS INC | $243K |
ILFISHARES TR | $242K |
CLCOLGATE PALMOLIVE CO | $241K |
SYKSTRYKER CORPORATION | $239K |
ESSESSEX PPTY TR INC | $237K |
XYZBLOCK INC | $237K |
IBDSISHARES TR | $237K |
FDSFACTSET RESH SYS INC | $236K |
QSRRESTAURANT BRANDS INTL INC | $235K |
RFREGIONS FINANCIAL CORP NEW | $235K |
FCXFREEPORT-MCMORAN INC | $233K |
FSTAFIDELITY COVINGTON TRUST | $232K |
VSTVISTRA CORP | $226K |