Robertson Stephens Wealth Management, LLC Q2 2025 Filing
Filed July 24, 2025
Portfolio Value
$3.1B
Holdings
542
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (542 positions)
| Stock | Value |
|---|---|
PSXPHILLIPS 66 | $408K |
FDNFIRST TR EXCHANGE-TRADED FD | $406K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $405K |
IWVISHARES TR | $403K |
ISRGINTUITIVE SURGICAL INC | $400K |
VDEVANGUARD WORLD FD | $396K |
TRVTRAVELERS COMPANIES INC | $395K |
SCZISHARES TR | $395K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $394K |
XBISPDR SERIES TRUST | $392K |
ROKROCKWELL AUTOMATION INC | $389K |
FDISFIDELITY COVINGTON TRUST | $387K |
IFRAISHARES TR | $383K |
NRANRG ENERGY INC | $383K |
BXSLBLACKSTONE SECD LENDING FD | $381K |
OBDCBLUE OWL CAPITAL CORPORATION | $380K |
APOAPOLLO GLOBAL MGMT INC | $379K |
QQEWFIRST TR EXCHANGE-TRADED FD | $379K |
GILDGILEAD SCIENCES INC | $376K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $373K |
DOCHEALTHPEAK PROPERTIES INC | $370K |
NKENIKE INC | $357K |
COPXGLOBAL X FDS | $355K |
CECOCECO ENVIRONMENTAL CORP | $352K |
MOALTRIA GROUP INC | $351K |
CBCHUBB LIMITED | $348K |
SHELSHELL PLC | $347K |
BEBLOOM ENERGY CORP | $346K |
XLRESELECT SECTOR SPDR TR | $339K |
IBITISHARES BITCOIN TRUST ETF | $338K |
DUKDUKE ENERGY CORP NEW | $337K |
DNBDUN & BRADSTREET HLDGS INC | $336K |
MSCIMSCI INC | $336K |
MLMMARTIN MARIETTA MATLS INC | $328K |
PWRQUANTA SVCS INC | $327K |
CUECUE BIOPHARMA INC | $326K |
CVSCVS HEALTH CORP | $326K |
AWCAMERICAN WTR WKS CO INC NEW | $324K |
CEGCONSTELLATION ENERGY CORP | $324K |
ULUNILEVER PLC | $322K |
ICVTISHARES TR | $321K |
BUGGLOBAL X FDS | $321K |
HRBBLOCK H & R INC | $319K |
OKEONEOK INC NEW | $318K |
ICFISHARES TR | $317K |
VSTVISTRA CORP | $314K |
GISGENERAL MLS INC | $312K |
IBBISHARES TR | $309K |
NSCNORFOLK SOUTHN CORP | $308K |
HDEFDBX ETF TR | $308K |
CMECME GROUP INC | $307K |
APDAIR PRODS & CHEMS INC | $305K |
KEYSKEYSIGHT TECHNOLOGIES INC | $304K |
FASTFASTENAL CO | $301K |
IWNISHARES TR | $300K |
XYZBLOCK INC | $298K |
NUDMNUSHARES ETF TR | $297K |
VLTOVERALTO CORP | $292K |
TEADTEADS HLDG CO | $289K |
SKYYFIRST TR EXCHANGE TRADED FD | $287K |
IBDQISHARES TR | $284K |
MSIMOTOROLA SOLUTIONS INC | $284K |
IMCBISHARES TR | $284K |
CSXCSX CORP | $279K |
VTWOVANGUARD SCOTTSDALE FDS | $277K |
SCHKSCHWAB STRATEGIC TR | $277K |
XJRISHARES TR | $277K |
SUBISHARES TR | $276K |
CHDCHURCH & DWIGHT CO INC | $275K |
EPREPR PPTYS | $275K |
PGRPROGRESSIVE CORP | $275K |
JCIJOHNSON CTLS INTL PLC | $273K |
MRSHMARSH & MCLENNAN COS INC | $270K |
FCXFREEPORT-MCMORAN INC | $266K |
FMATFIDELITY COVINGTON TRUST | $263K |
BAIBLACKROCK ETF TRUST | $261K |
PLTRPALANTIR TECHNOLOGIES INC | $260K |
ILFISHARES TR | $256K |
FRELFIDELITY COVINGTON TRUST | $255K |
VFMOVANGUARD WELLINGTON FD | $253K |
PPGPPG INDS INC | $253K |
AESAES CORP | $252K |
EIXEDISON INTL | $252K |
ANGLVANECK ETF TRUST | $251K |
LQDISHARES TR | $250K |
IBDTISHARES TR | $249K |
RDVYFIRST TR EXCHANGE TRADED FD | $249K |
AMTAMERICAN TOWER CORP NEW | $247K |
BBAXJ P MORGAN EXCHANGE TRADED F | $246K |
CMICUMMINS INC | $246K |
VXFVANGUARD INDEX FDS | $245K |
CGCARLYLE GROUP INC | $244K |
AVDVAMERICAN CENTY ETF TR | $242K |
PRIPRIMERICA INC | $242K |
TDIVFIRST TR EXCHANGE TRADED FD | $241K |
KNGFIRST TR EXCHANGE-TRADED FD | $241K |
UNMUNUM GROUP | $239K |
SYKSTRYKER CORPORATION | $238K |
CLCOLGATE PALMOLIVE CO | $237K |
MIGAMICROSTRATEGY INC | $237K |