Robertson Stephens Wealth Management, LLC Q4 2024 Filing
Filed January 27, 2025
Portfolio Value
$2.8T
Holdings
554
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (554 positions)
| Stock | Value |
|---|---|
WMWASTE MGMT INC DEL | $1.9B |
MCXMCCORMICK & CO INC | $1.9B |
NEENEXTERA ENERGY INC | $1.9B |
ITGARTNER INC | $1.8B |
IEVISHARES TR | $1.8B |
FNCLFIDELITY COVINGTON TRUST | $1.8B |
MBBISHARES TR | $1.8B |
UNPUNION PAC CORP | $1.7B |
GENIGENIUS SPORTS LIMITED | $1.7B |
SOXXISHARES TR | $1.7B |
OMFONEMAIN HLDGS INC | $1.7B |
MCOMOODYS CORP | $1.7B |
OZBELPOINTE PREP LLC | $1.7B |
REEVEREST GROUP LTD | $1.6B |
TJXTJX COS INC NEW | $1.6B |
IBIFISHARES TR | $1.6B |
KKRKKR & CO INC | $1.6B |
AQLTISHARES TR | $1.6B |
CMCSACOMCAST CORP NEW | $1.5B |
ESGVVANGUARD WORLD FD | $1.5B |
VOXVANGUARD WORLD FD | $1.5B |
VCLTVANGUARD SCOTTSDALE FDS | $1.5B |
BNDVANGUARD BD INDEX FDS | $1.5B |
FVDFIRST TR VALUE LINE DIVID IN | $1.5B |
IVLUISHARES TR | $1.4B |
MAMASTERCARD INCORPORATED | $1.4B |
EWCISHARES INC | $1.4B |
VXUSVANGUARD STAR FDS | $1.4B |
GQ9SPDR GOLD TR | $1.4B |
VBRVANGUARD INDEX FDS | $1.4B |
TWLOTWILIO INC | $1.4B |
IAU*ISHARES GOLD TR | $1.3B |
DGRWWISDOMTREE TR | $1.3B |
ECLECOLAB INC | $1.3B |
ORCLORACLE CORP | $1.2B |
MTUMISHARES TR | $1.2B |
ANETARISTA NETWORKS INC | $1.2B |
BKNGBOOKING HOLDINGS INC | $1.2B |
IWOISHARES TR | $1.2B |
PSAPUBLIC STORAGE OPER CO | $1.2B |
FTECFIDELITY COVINGTON TRUST | $1.2B |
USBUS BANCORP DEL | $1.2B |
SBUXSTARBUCKS CORP | $1.2B |
EPPISHARES INC | $1.2B |
AMDADVANCED MICRO DEVICES INC | $1.2B |
IHIISHARES TR | $1.2B |
SHOPSHOPIFY INC | $1.2B |
EWUISHARES TR | $1.1B |
AMGNAMGEN INC | $1.1B |
HLTHILTON WORLDWIDE HLDGS INC | $1.1B |
37MMRC GLOBAL INC | $1.1B |
EPDENTERPRISE PRODS PARTNERS L | $1.1B |
TEADOUTBRAIN INC | $1.1B |
SCHXSCHWAB STRATEGIC TR | $1.1B |
AVUSAMERICAN CENTY ETF TR | $1.1B |
ADPTADAPTIVE BIOTECHNOLOGIES COR | $1.0B |
ELVELEVANCE HEALTH INC | $1.0B |
GNMAISHARES TR | $1.0B |
4I1PHILIP MORRIS INTL INC | $966.1M |
VEUVANGUARD INTL EQUITY INDEX F | $954.0M |
BINCBLACKROCK ETF TRUST II | $953.9M |
AZOAUTOZONE INC | $951.0M |
IBHGISHARES TR | $947.6M |
BBJPJ P MORGAN EXCHANGE TRADED F | $938.9M |
ULUNILEVER PLC | $936.6M |
QSQUANTUMSCAPE CORP | $932.5M |
NGNOVAGOLD RES INC | $900.9M |
BCALCALIFORNIA BANCORP | $886.2M |
SCHASCHWAB STRATEGIC TR | $885.4M |
HONHONEYWELL INTL INC | $884.3M |
ESMLISHARES TR | $881.9M |
EMGFISHARES INC | $875.3M |
NEMNEWMONT CORP | $853.9M |
IYFISHARES TR | $847.7M |
BXBLACKSTONE INC | $845.5M |
GKDGRAND CANYON ED INC | $840.0M |
FDSFACTSET RESH SYS INC | $830.8M |
VGITVANGUARD SCOTTSDALE FDS | $827.7M |
SUSUNCOR ENERGY INC NEW | $806.0M |
QTECFIRST TR NASDAQ 100 TECH IND | $801.9M |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $801.2M |
ACNACCENTURE PLC IRELAND | $788.5M |
HYMBSPDR SER TR | $783.6M |
TLHISHARES TR | $778.5M |
TTENTOTALENERGIES SE | $775.8M |
VLUEISHARES TR | $775.8M |
VCRVANGUARD WORLD FD | $774.4M |
LMBSFIRST TR EXCHANGE-TRADED FD | $761.1M |
KOCOCA COLA CO | $761.1M |
PFEPFIZER INC | $757.2M |
TLTISHARES TR | $756.3M |
AVUVAMERICAN CENTY ETF TR | $748.5M |
VRSKVERISK ANALYTICS INC | $747.2M |
MANHMANHATTAN ASSOCIATES INC | $745.6M |
SOSOUTHERN CO | $737.8M |
PHPARKER-HANNIFIN CORP | $724.9M |
DWDMORGAN STANLEY | $723.9M |
RCREADY CAPITAL CORP | $722.6M |
AFLAFLAC INC | $719.9M |
MRVLMARVELL TECHNOLOGY INC | $719.7M |