Robertson Stephens Wealth Management, LLC Q2 2024 Filing

Filed August 13, 2024

Portfolio Value

$2.0T

Holdings

488

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (488 positions)

StockValue
HRBBLOCK H & R INC
$310.2M
KMIKINDER MORGAN INC DEL
$310.2M
LMBSFIRST TR EXCHANGE-TRADED FD
$309.2M
DUKDUKE ENERGY CORP NEW
$306.7M
IWNISHARES TR
$305.0M
BSCSINVESCO EXCH TRD SLF IDX FD
$304.7M
BSCQINVESCO EXCH TRD SLF IDX FD
$303.9M
ICFISHARES TR
$303.8M
CBCHUBB LIMITED
$303.3M
BSCRINVESCO EXCH TRD SLF IDX FD
$303.2M
IGVISHARES TR
$300.6M
PPGPPG INDS INC
$298.4M
BILSPDR SER TR
$295.6M
CHTRCHARTER COMMUNICATIONS INC N
$294.5M
ILMNILLUMINA INC
$291.5M
PGRPROGRESSIVE CORP
$291.2M
BPBP PLC
$289.4M
SRESEMPRA
$288.5M
NOWSERVICENOW INC
$287.9M
ENVXENOVIX CORPORATION
$286.0M
ICVTISHARES TR
$280.1M
NSCNORFOLK SOUTHN CORP
$279.7M
GILDGILEAD SCIENCES INC
$279.6M
ASMLASML HOLDING N V
$279.2M
SPLVINVESCO EXCH TRADED FD TR II
$276.7M
MOALTRIA GROUP INC
$275.5M
XYZBLOCK INC
$273.1M
CRWDCROWDSTRIKE HLDGS INC
$268.6M
FMATFIDELITY COVINGTON TRUST
$268.2M
JAAAJANUS DETROIT STR TR
$267.1M
WECWEC ENERGY GROUP INC
$267.0M
APDAIR PRODS & CHEMS INC
$266.6M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$265.3M
NOBLPROSHARES TR
$261.0M
NUDMNUSHARES ETF TR
$260.5M
WTSWATTS WATER TECHNOLOGIES INC
$260.0M
REGNREGENERON PHARMACEUTICALS
$259.6M
DPZDOMINOS PIZZA INC
$258.7M
WQTMWISDOMTREE TR
$258.5M
CHDCHURCH & DWIGHT CO INC
$253.2M
CRVLCORVEL CORP
$252.0M
FRELFIDELITY COVINGTON TRUST
$250.8M
IMCBISHARES TR
$249.5M
GOLFACUSHNET HLDGS CORP
$245.7M
VBRVANGUARD INDEX FDS
$244.5M
LINLINDE PLC
$243.6M
SCHHSCHWAB STRATEGIC TR
$243.2M
BBHVANECK ETF TRUST
$241.2M
ORLYOREILLY AUTOMOTIVE INC
$237.6M
VTIPVANGUARD MALVERN FDS
$236.5M
HYGISHARES TR
$234.5M
GDGENERAL DYNAMICS CORP
$234.4M
TTCTORO CO
$234.4M
FSTAFIDELITY COVINGTON TRUST
$233.3M
BSVVANGUARD BD INDEX FDS
$232.7M
LHXL3HARRIS TECHNOLOGIES INC
$232.7M
IJJISHARES TR
$227.1M
NVONOVO-NORDISK A S
$225.1M
BBAXJ P MORGAN EXCHANGE TRADED F
$222.6M
LSTRLANDSTAR SYS INC
$221.2M
GDXVANECK ETF TRUST
$220.6M
VFMOVANGUARD WELLINGTON FD
$220.1M
GBTCGRAYSCALE BITCOIN TR BTC
$219.4M
FASTFASTENAL CO
$218.6M
SYYSYSCO CORP
$218.5M
DRLLEA SERIES TRUST
$214.0M
PCARPACCAR INC
$212.3M
IDEVISHARES TR
$212.2M
TDTORONTO DOMINION BK ONT
$210.8M
FBTCFIDELITY WISE ORIGIN BITCOIN
$210.7M
IJTISHARES TR
$210.6M
ESSESSEX PPTY TR INC
$209.8M
EDCONSOLIDATED EDISON INC
$208.3M
TSLXSIXTH STREET SPECIALTY LENDI
$207.1M
KAIKADANT INC
$204.2M
UFPIUFP INDUSTRIES INC
$203.3M
VYMVANGUARD WHITEHALL FDS
$203.0M
EPREPR PPTYS
$200.8M
SATSECHOSTAR CORP
$181.2M
BEBLOOM ENERGY CORP
$171.4M
ETWOGBPE2OPEN PARENT HOLDINGS INC
$112.3M
LACLITHIUM AMERICAS ARGENTINA C
$78.5M
DYAIDYADIC INTL INC DEL
$74.0M
EFXENERFLEX LTD
$57.6M
ANIXANIXA BIOSCIENCES INC
$56.7M
LYGLLOYDS BANKING GROUP PLC
$36.2M
ATAIATAI LIFE SCIENCES NV
$22.2M
GWHESS TECH INC
$8.5M
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