Robertson Stephens Wealth Management, LLC Q4 2023 Filing
Filed February 6, 2024
Portfolio Value
$1.6T
Holdings
441
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (441 positions)
| Stock | Value |
|---|---|
STWDSTARWOOD PPTY TR INC | $258.1M |
IFRAISHARES TR | $257.6M |
IWSISHARES TR | $257.5M |
FCXFREEPORT-MCMORAN INC | $256.6M |
MOALTRIA GROUP INC | $255.6M |
RYROYAL BK CDA | $252.6M |
WYWEYERHAEUSER CO MTN BE | $250.2M |
SCHHSCHWAB STRATEGIC TR | $249.9M |
MSCIMSCI INC | $246.6M |
NUDMNUSHARES ETF TR | $246.2M |
BBHVANECK ETF TRUST | $243.8M |
ISRGINTUITIVE SURGICAL INC | $241.6M |
APHAMPHENOL CORP NEW | $241.5M |
STIPISHARES TR | $241.4M |
BEBLOOM ENERGY CORP | $241.1M |
IMCBISHARES TR | $239.0M |
CHDCHURCH & DWIGHT CO INC | $233.2M |
CARRCARRIER GLOBAL CORPORATION | $232.4M |
ADMARCHER DANIELS MIDLAND CO | $231.3M |
EPREPR PPTYS | $230.2M |
BNDVANGUARD BD INDEX FDS | $228.4M |
KBWBINVESCO EXCH TRADED FD TR II | $227.4M |
IJTISHARES TR | $216.7M |
MTDMETTLER TOLEDO INTERNATIONAL | $212.3M |
SPIPSPDR SER TR | $212.0M |
MCKMCKESSON CORP | $211.9M |
EWJISHARES INC | $210.4M |
SSDSIMPSON MFG INC | $210.3M |
ELLAUDER ESTEE COS INC | $205.8M |
IBBISHARES TR | $204.0M |
PLDPROLOGIS INC. | $202.2M |
PG4PRINCIPAL FINANCIAL GROUP IN | $201.7M |
4I1PHILIP MORRIS INTL INC | $201.6M |
NOWSERVICENOW INC | $201.3M |
PCARPACCAR INC | $201.3M |
RMAXRE MAX HLDGS INC | $138.6M |
ETWOGBPE2OPEN PARENT HOLDINGS INC | $109.8M |
XEXGXEATON VANCE TAX-MANAGED GLOB | $85.4M |
LYGLLOYDS BANKING GROUP PLC | $24.1M |
ATAIATAI LIFE SCIENCES NV | $23.6M |
—EZGO TECHNOLOGIES LTD | $6.9M |
PreviousPage 5 of 5