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 |
|---|---|
PWRQUANTA SVCS INC | $404.2M |
JBLJABIL INC | $402.8M |
SCHFSCHWAB STRATEGIC TR | $399.9M |
HEFAISHARES TR | $396.3M |
MCKMCKESSON CORP | $395.7M |
TERTERADYNE INC | $394.0M |
GJUNFIRST TR EXCHNG TRADED FD VI | $391.7M |
ACWIISHARES TR | $391.5M |
IWVISHARES TR | $390.1M |
CLHCLEAN HARBORS INC | $389.6M |
VLTOVERALTO CORP | $388.6M |
PDDPDD HOLDINGS INC | $388.0M |
CCKCROWN HLDGS INC | $383.8M |
MDYSPDR S&P MIDCAP 400 ETF TR | $380.7M |
XJHISHARES TR | $378.9M |
GISGENERAL MLS INC | $376.2M |
EMEEMCOR GROUP INC | $375.4M |
CBCHUBB LIMITED | $375.3M |
FCNFTI CONSULTING INC | $375.2M |
ILMNILLUMINA INC | $371.9M |
CSXCSX CORP | $370.9M |
DDOGDATADOG INC | $368.2M |
IBDSISHARES TR | $368.0M |
CLCOLGATE PALMOLIVE CO | $363.7M |
APHAMPHENOL CORP NEW | $363.3M |
EWPISHARES INC | $362.4M |
XYZBLOCK INC | $361.5M |
IBBISHARES TR | $360.6M |
VSGXVANGUARD WORLD FD | $358.1M |
NOWSERVICENOW INC | $357.3M |
CRLCHARLES RIV LABS INTL INC | $354.6M |
MCHPMICROCHIP TECHNOLOGY INC. | $349.7M |
NVSNNOVARTIS AG | $343.1M |
GILDGILEAD SCIENCES INC | $342.9M |
GEFGREIF INC | $341.6M |
VTWOVANGUARD SCOTTSDALE FDS | $341.5M |
LSTRLANDSTAR SYS INC | $340.3M |
ADIANALOG DEVICES INC | $338.1M |
ETRENTERGY CORP NEW | $336.6M |
SHELSHELL PLC | $334.3M |
SYKSTRYKER CORPORATION | $333.9M |
WECWEC ENERGY GROUP INC | $330.9M |
CRWDCROWDSTRIKE HLDGS INC | $328.5M |
XBISPDR SER TR | $327.9M |
IMCRIMMUNOCORE HLDGS PLC | $325.4M |
GEVGE VERNOVA INC | $324.2M |
BUGGLOBAL X FDS | $322.0M |
MOALTRIA GROUP INC | $321.4M |
TTCTORO CO | $319.8M |
IWNISHARES TR | $319.3M |
CMICUMMINS INC | $315.9M |
LIVXEURLIVEONE INC | $315.4M |
SBACSBA COMMUNICATIONS CORP NEW | $314.9M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $314.1M |
ICFISHARES TR | $313.1M |
DUKDUKE ENERGY CORP NEW | $312.0M |
FBTCFIDELITY WISE ORIGIN BITCOIN | $310.7M |
NRANRG ENERGY INC | $309.4M |
BILSPDR SER TR | $308.3M |
BSCSINVESCO EXCH TRD SLF IDX FD | $307.5M |
COPXGLOBAL X FDS | $303.9M |
HRBBLOCK H & R INC | $303.5M |
ICVTISHARES TR | $302.7M |
CECELANESE CORP DEL | $301.0M |
STZCONSTELLATION BRANDS INC | $299.4M |
CHDCHURCH & DWIGHT CO INC | $299.1M |
BEBLOOM ENERGY CORP | $298.9M |
JKHYHENRY JACK & ASSOC INC | $298.4M |
UBERUBER TECHNOLOGIES INC | $298.3M |
GOLFACUSHNET HLDGS CORP | $298.3M |
IBDQISHARES TR | $297.7M |
SPLVINVESCO EXCH TRADED FD TR II | $296.9M |
IBDRISHARES TR | $296.4M |
NSCNORFOLK SOUTHN CORP | $292.7M |
AWCAMERICAN WTR WKS CO INC NEW | $286.3M |
IXCISHARES TR | $286.1M |
WTSWATTS WATER TECHNOLOGIES INC | $275.3M |
BSJPINVESCO EXCH TRD SLF IDX FD | $275.1M |
MCMOELIS & CO | $274.6M |
VSTVISTRA CORP | $274.1M |
CRVLCORVEL CORP | $274.0M |
ENVXENOVIX CORPORATION | $271.8M |
GDXVANECK ETF TRUST | $271.5M |
IMCBISHARES TR | $271.1M |
FASTFASTENAL CO | $271.0M |
EDCONSOLIDATED EDISON INC | $270.7M |
FRELFIDELITY COVINGTON TRUST | $267.5M |
PPGPPG INDS INC | $266.9M |
RFREGIONS FINANCIAL CORP NEW | $266.0M |
ICEINTERCONTINENTAL EXCHANGE IN | $264.7M |
CMECME GROUP INC | $264.2M |
KAIKADANT INC | $263.6M |
FMATFIDELITY COVINGTON TRUST | $261.5M |
SKYYFIRST TR EXCHANGE TRADED FD | $260.2M |
LINLINDE PLC | $256.2M |
SCHHSCHWAB STRATEGIC TR | $254.8M |
SRESEMPRA | $252.1M |
NUDMNUSHARES ETF TR | $251.5M |
CVSCVS HEALTH CORP | $250.9M |
RBCRBC BEARINGS INC | $250.7M |