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)

StockValue
EDCONSOLIDATED EDISON INC
$237K
NOWSERVICENOW INC
$237K
LHXL3HARRIS TECHNOLOGIES INC
$235K
QSRRESTAURANT BRANDS INTL INC
$234K
FSTAFIDELITY COVINGTON TRUST
$232K
TSLXSIXTH STREET SPECIALTY LENDI
$231K
IGVISHARES TR
$230K
ORLYOREILLY AUTOMOTIVE INC
$230K
UALUNITED AIRLS HLDGS INC
$229K
BILSPDR SERIES TRUST
$225K
EQTEQT CORP
$225K
ASMLASML HOLDING N V
$224K
EZUISHARES INC
$221K
ESSESSEX PPTY TR INC
$220K
EMEEMCOR GROUP INC
$218K
PYPLPAYPAL HLDGS INC
$216K
STZCONSTELLATION BRANDS INC
$216K
BBHVANECK ETF TRUST
$215K
COLBCOLUMBIA BKG SYS INC
$214K
JKHYHENRY JACK & ASSOC INC
$213K
WELLWELLTOWER INC
$212K
EMLPFIRST TR EXCHANGE-TRADED FD
$212K
BNBROOKFIELD CORP
$208K
RCREADY CAPITAL CORP
$207K
PEGPUBLIC SVC ENTERPRISE GRP IN
$207K
GDECFIRST TR EXCHNG TRADED FD VI
$203K
FDSFACTSET RESH SYS INC
$203K
ITMVANECK ETF TRUST
$203K
TTECTTEC HLDGS INC
$173K
ETVEATON VANCE TAX-MANAGED BUY-
$172K
GSBDGOLDMAN SACHS BDC INC
$161K
AMPXAMPRIUS TECHNOLOGIES INC
$131K
EFXENERFLEX LTD
$84K
ETWOGBPE2OPEN PARENT HOLDINGS INC
$81K
LUMNLUMEN TECHNOLOGIES INC
$66K
LYGLLOYDS BANKING GROUP PLC
$54K
ANIXANIXA BIOSCIENCES INC
$52K
ATAIATAI LIFE SCIENCES NV
$37K
LARLITHIUM ARGENTINA AG
$35K
DYAIDYADIC INTL INC DEL
$30K
KOSKOSMOS ENERGY LTD
$21K
RLMDRELMADA THERAPEUTICS INC
$15K
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