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)

StockValue
GPIXGOLDMAN SACHS ETF TR
$225K
BPBP PLC
$224K
IDEVISHARES TR
$223K
GUNRFLEXSHARES TR
$223K
ZTSZOETIS INC
$222K
VFMOVANGUARD WELLINGTON FD
$222K
EMEEMCOR GROUP INC
$222K
BBAXJ P MORGAN EXCHANGE TRADED F
$219K
VXFVANGUARD INDEX FDS
$219K
LSTRLANDSTAR SYS INC
$219K
AVDVAMERICAN CENTY ETF TR
$219K
WELLWELLTOWER INC
$219K
EPRFINNOVATOR ETFS TRUST
$218K
FCNFTI CONSULTING INC
$218K
TSLXSIXTH STREET SPECIALTY LENDI
$217K
SKYYFIRST TR EXCHANGE TRADED FD
$216K
BBHVANECK ETF TRUST
$213K
JCIJOHNSON CTLS INTL PLC
$212K
GDGENERAL DYNAMICS CORP
$209K
ICEINTERCONTINENTAL EXCHANGE IN
$205K
AEPAMERICAN ELEC PWR CO INC
$205K
PFFAETFIS SER TR I
$204K
RCREADY CAPITAL CORP
$203K
ITMVANECK ETF TRUST
$203K
PEGPUBLIC SVC ENTERPRISE GRP IN
$202K
BSJRINVESCO EXCH TRD SLF IDX FD
$200K
ENVXENOVIX CORPORATION
$184K
ETVEATON VANCE TAX-MANAGED BUY-
$164K
EFXENERFLEX LTD
$82K
LARLITHIUM ARGENTINA AG
$56K
ETWOGBPE2OPEN PARENT HOLDINGS INC
$50K
ANIXANIXA BIOSCIENCES INC
$45K
LYGLLOYDS BANKING GROUP PLC
$41K
DYAIDYADIC INTL INC DEL
$40K
KOSKOSMOS ENERGY LTD
$27K
ATAIATAI LIFE SCIENCES NV
$23K
BLNKBLINK CHARGING CO
$18K
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