Robertson Stephens Wealth Management, LLC Q3 2023 Filing
Filed November 13, 2023
Portfolio Value
$1.5B
Holdings
442
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (442 positions)
| Stock | Value |
|---|---|
IYWISHARES TR | $1.0T |
IAUISHARES TR | $1.0T |
AVEMAMERICAN CENTY ETF TR | $1.0T |
VGTVANGUARD WORLD FDS | $1.0T |
WPCWP CAREY INC | $1.0T |
MAMASTERCARD INCORPORATED | $1.0T |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.0T |
NEENEXTERA ENERGY INC | $1.0T |
FEZSPDR INDEX SHS FDS | $1.0T |
BMYBRISTOL-MYERS SQUIBB CO | $987.1B |
EWWISHARES INC | $981.9B |
EMREMERSON ELEC CO | $978.0B |
XLUSELECT SECTOR SPDR TR | $973.6B |
HYZDWISDOMTREE TR | $966.7B |
TJXTJX COS INC NEW | $964.0B |
AVDVAMERICAN CENTY ETF TR | $959.3B |
—TEXTAINER GROUP HOLDINGS LTD | $947.3B |
ETNEATON CORP PLC | $925.6B |
DSKEUSDDASEKE INC | $920.4B |
GSGOLDMAN SACHS GROUP INC | $900.2B |
TERTERADYNE INC | $898.9B |
PIIPOLARIS INC | $885.2B |
UPSUNITED PARCEL SERVICE INC | $884.5B |
PANWPALO ALTO NETWORKS INC | $881.0B |
LOWLOWES COS INC | $873.9B |
FTECFIDELITY COVINGTON TRUST | $871.8B |
UNPUNION PAC CORP | $869.9B |
OMFONEMAIN HLDGS INC | $855.4B |
USBUS BANCORP DEL | $852.0B |
REETISHARES TR | $839.7B |
TMEDT ROWE PRICE ETF INC | $813.4B |
NEMNEWMONT CORP | $807.9B |
TWLOTWILIO INC | $807.5B |
RCM1USDR1 RCM INC | $805.0B |
ESMLISHARES TR | $801.4B |
XLRESELECT SECTOR SPDR TR | $801.3B |
KKRKKR & CO INC | $784.1B |
VXUSVANGUARD STAR FDS | $767.0B |
TRVCCITIGROUP INC | $763.6B |
MPLXMPLX LP | $762.8B |
IHIISHARES TR | $758.7B |
AZOAUTOZONE INC | $749.3B |
GQ9SPDR GOLD TR | $749.2B |
AFLAFLAC INC | $745.4B |
DIHPDIMENSIONAL ETF TRUST | $744.2B |
COPCONOCOPHILLIPS | $737.9B |
VRSKVERISK ANALYTICS INC | $736.1B |
SOXXISHARES TR | $735.3B |
FNDFSCHWAB STRATEGIC TR | $726.9B |
VOXVANGUARD WORLD FDS | $726.2B |
IMCRIMMUNOCORE HLDGS PLC | $715.2B |
LMNRLIMONEIRA CO | $711.6B |
AXPAMERICAN EXPRESS CO | $698.1B |
BSJRINVESCO EXCH TRD SLF IDX FD | $689.8B |
SPSMSPDR SER TR | $687.4B |
MDTMEDTRONIC PLC | $680.0B |
—CALIFORNIA BANCORP INC | $677.3B |
OKEONEOK INC NEW | $667.1B |
GNMAISHARES TR | $662.0B |
FBTFIRST TR EXCHANGE-TRADED FD | $657.4B |
KLACKLA CORP | $643.5B |
IBDSISHARES TR | $636.7B |
LMTLOCKHEED MARTIN CORP | $636.3B |
NGNOVAGOLD RES INC | $635.8B |
DEODIAGEO PLC | $630.9B |
SHOPSHOPIFY INC | $628.6B |
IWPISHARES TR | $628.4B |
CSXCSX CORP | $626.7B |
IDEVISHARES TR | $626.1B |
VLTOVERALTO CORP | $622.3B |
FINXGLOBAL X FDS | $617.5B |
IJJISHARES TR | $614.3B |
ESGVVANGUARD WORLD FD | $613.0B |
MQ8MAG SILVER CORP | $612.6B |
LULULULULEMON ATHLETICA INC | $610.8B |
ADPAUTOMATIC DATA PROCESSING IN | $605.3B |
MARMARRIOTT INTL INC NEW | $599.3B |
USFRWISDOMTREE TR | $596.1B |
ORCLORACLE CORP | $588.2B |
VGKVANGUARD INTL EQUITY INDEX F | $586.5B |
KOCOCA COLA CO | $585.6B |
VDEVANGUARD WORLD FDS | $584.1B |
ULUNILEVER PLC | $584.0B |
ACNACCENTURE PLC IRELAND | $582.4B |
DBEUDBX ETF TR | $581.1B |
IPACISHARES TR | $567.1B |
ANETEURARISTA NETWORKS INC | $563.7B |
FSTAFIDELITY COVINGTON TRUST | $560.9B |
AZNASTRAZENECA PLC | $550.1B |
WYWEYERHAEUSER CO MTN BE | $545.4B |
PSAPUBLIC STORAGE | $543.9B |
EMQQEXCHANGE TRADED CONCEPTS TR | $543.7B |
BSVVANGUARD BD INDEX FDS | $539.1B |
AMGAFFILIATED MANAGERS GROUP IN | $534.8B |
DYHTARGET CORP | $531.4B |
AVLVAMERICAN CENTY ETF TR | $530.6B |
KGRNKRANESHARES TR | $529.4B |
AMDADVANCED MICRO DEVICES INC | $525.9B |
INTUINTUIT | $523.7B |
BBX1USDBLUEGREEN VACATIONS HLDG COR | $523.5B |