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Robertson Stephens Wealth Management

Latest statistics and disclosures from Robertson Stephens Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, IVV, AAPL, VIG, VEA, and represent 19.92% of Robertson Stephens Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VIG (+$68M), VCIT (+$51M), SMH (+$43M), EFV (+$29M), GSUS (+$28M), RSP (+$27M), VOO (+$26M), VEA (+$25M), IEMG (+$24M), VTI (+$23M).
Started 186 new stock positions in MTD, VFMO, BIO, JNK, ADI, IDXX, PFFD, PWZ, CDNS, NDSN.
Reduced shares in these 10 stocks: BRK.A (-$137M), SPY (-$58M), TWLO (-$42M), APP (-$15M), XLK (-$11M), SHYG (-$10M), AGG (-$9.2M), IVV (-$8.8M), DIA (-$7.1M), IWR (-$6.3M).
Sold out of its positions in ALB, BABA, AVEM, AVDE, AZEK, CALB, CX, CHTR, FANG, DIHP.
Robertson Stephens Wealth Management was a net buyer of stock by $571M.
Robertson Stephens Wealth Management has $2.8B in assets under management (AUM), dropping by 46.33%.
Central Index Key (CIK): 0001767307

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Portfolio Holdings for Robertson Stephens Wealth Management

Robertson Stephens Wealth Management holds 616 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Robertson Stephens Wealth Management has 616 total positions. Only the first 250 positions are shown.

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Download the Robertson Stephens Wealth Management September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.5	$180M	+17%	340k	529.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.6	$127M	-6%	221k	576.82	View chart
Apple (AAPL)	3.5	$97M		416k	233.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.8	$76M	+849%	383k	198.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.5	$70M	+56%	1.3M	52.81	View chart
Applovin Corp Com Cl A (APP)	2.2	$62M	-19%	473k	130.55	View chart
Ishares Core Msci Emkt (IEMG)	2.0	$55M	+75%	961k	57.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$54M	-51%	95k	575.30	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.9	$53M	+3858%	627k	83.75	View chart
Microsoft Corporation (MSFT)	1.9	$52M	+7%	120k	430.30	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.7	$48M	+830%	194k	245.45	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.7	$47M		124k	375.38	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.6	$45M	+145%	251k	179.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$38M	+142%	135k	284.03	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$33M	+837%	566k	57.53	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	1.2	$32M	+662%	406k	78.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$32M	+167%	408k	78.05	View chart
Amazon (AMZN)	1.1	$29M	+10%	157k	186.33	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$29M	-10%	91k	314.39	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$29M	-24%	281k	101.27	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$28M	-11%	74k	383.93	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$27M	-28%	121k	225.76	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$27M	-9%	783k	34.29	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.9	$25M	-13%	245k	100.29	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$23M	+442%	133k	174.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$23M	+10%	50k	460.26	View chart
Hennessy Fds Tr Stance Esg Etf (STNC)	0.8	$21M	-14%	675k	31.32	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$21M	+312%	36k	587.44	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.7	$21M	+31%	374k	54.93	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.7	$21M	+4372%	618k	33.23	View chart
Ishares Tr Core Div Grwth (DGRO)	0.7	$21M	+938%	327k	62.69	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.7	$20M	NEW	197k	103.58	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$20M	+580%	161k	125.62	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.7	$19M	+3860%	359k	52.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$18M	+107%	37k	488.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$18M	-2%	106k	167.19	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.6	$17M	NEW	176k	98.12	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$17M	+11%	179k	95.75	View chart
Select Sector Spdr Tr Indl (XLI)	0.6	$17M	-3%	123k	135.44	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.6	$16M	NEW	545k	29.07	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$16M	+139%	342k	45.32	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.5	$14M	NEW	563k	25.47	View chart
NVIDIA Corporation (NVDA)	0.5	$14M	+1391%	118k	121.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$14M	+3%	85k	165.85	View chart
Bgc Group Cl A (BGC)	0.5	$14M	+3%	1.5M	9.18	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.5	$14M	NEW	140k	96.95	View chart
Acuity Brands (AYI)	0.5	$13M	-14%	48k	275.39	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.4	$12M	NEW	199k	61.54	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.4	$12M	+641%	155k	78.39	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$12M	+868%	192k	62.32	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$12M	+3%	60k	197.17	View chart
Select Sector Spdr Tr Communication (XLC)	0.4	$11M	+28%	123k	90.40	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$11M	+906%	47k	237.83	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$11M	NEW	110k	100.69	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$11M	NEW	92k	119.70	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$11M	NEW	45k	243.46	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$11M	-13%	398k	27.01	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$10M		188k	55.63	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$10M	+108%	37k	276.76	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$10M	-41%	24k	424.37	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.4	$9.8M	+1234%	220k	44.67	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$9.8M	-39%	111k	88.14	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.4	$9.7M	NEW	237k	41.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$9.7M	+525%	203k	47.85	View chart
Bank of America Corporation (BAC)	0.3	$9.5M	-2%	239k	39.68	View chart
Visa Com Cl A (V)	0.3	$9.4M	-6%	34k	274.95	View chart
Vanguard World Health Car Etf (VHT)	0.3	$9.2M	+246%	32k	283.36	View chart
Home Depot (HD)	0.3	$9.0M	-10%	22k	405.19	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$8.8M	+1834%	69k	128.20	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$8.5M	NEW	470k	18.10	View chart
JPMorgan Chase & Co. (JPM)	0.3	$8.5M	+2%	40k	210.86	View chart
Energy Fuels Com New (UUUU)	0.3	$8.4M	+31%	1.5M	5.49	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.3	$8.2M	+8%	103k	80.30	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$8.1M	+57%	131k	62.20	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$8.1M	+15%	171k	47.52	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$8.0M	+71%	96k	83.00	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$7.9M		83k	95.49	View chart
Vanguard World Financials Etf (VFH)	0.3	$7.9M	+153%	71k	110.46	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$7.7M	+136%	114k	67.51	View chart
Costco Wholesale Corporation (COST)	0.3	$7.7M	+25%	8.6k	886.57	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.3	$7.6M	-8%	63k	120.37	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$7.4M	+3%	37k	200.37	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$7.3M	NEW	70k	104.18	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$7.2M	NEW	27k	267.37	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$7.1M	+199%	87k	80.78	View chart
Global X Fds Us Pfd Etf (PFFD)	0.3	$7.0M	NEW	339k	20.78	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.2	$6.7M	-46%	184k	36.76	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.2	$6.7M	NEW	133k	50.46	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$6.6M	+33%	140k	47.12	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$6.5M	-9%	37k	179.30	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$6.5M	+68%	82k	79.42	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$6.4M	+1247%	273k	23.51	View chart
Abbvie (ABBV)	0.2	$6.3M	+30%	32k	197.48	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$6.2M	-19%	40k	154.02	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$6.0M	NEW	36k	167.67	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$5.9M	-49%	70k	83.63	View chart
UnitedHealth (UNH)	0.2	$5.8M	+46%	9.9k	584.68	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.2	$5.8M	NEW	114k	50.74	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$5.8M	NEW	127k	45.49	View chart
Danaher Corporation (DHR)	0.2	$5.7M	-5%	21k	278.29	View chart
T. Rowe Price (TROW)	0.2	$5.5M		51k	108.93	View chart
Thermo Fisher Scientific (TMO)	0.2	$5.5M	+29%	8.9k	618.94	View chart
Caterpillar (CAT)	0.2	$5.5M	-3%	14k	391.13	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$5.4M	-12%	50k	108.63	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$5.4M	+13%	81k	66.52	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$5.4M	+900%	105k	51.12	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$5.3M	+12%	50k	107.65	View chart
Broadcom (AVGO)	0.2	$5.1M	+911%	30k	172.50	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.2	$5.1M	+22%	128k	39.64	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$5.1M	+239%	86k	59.02	View chart
Wal-Mart Stores (WMT)	0.2	$5.0M	+4%	62k	80.75	View chart
Netflix (NFLX)	0.2	$5.0M	-15%	7.0k	709.27	View chart
Eli Lilly & Co. (LLY)	0.2	$4.9M	+11%	5.6k	885.88	View chart
Newmark Group Cl A (NMRK)	0.2	$4.9M	+7%	314k	15.53	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$4.8M	-96%	7.00	691180.00	View chart
Chipotle Mexican Grill (CMG)	0.2	$4.7M	+5129%	82k	57.62	View chart
Pepsi (PEP)	0.2	$4.7M	-8%	28k	170.05	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$4.7M	-5%	97k	48.59	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.2	$4.7M	NEW	213k	22.11	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$4.6M	NEW	125k	37.17	View chart
Johnson & Johnson (JNJ)	0.2	$4.6M		29k	162.06	View chart
Merck & Co (MRK)	0.2	$4.6M	+24%	40k	114.33	View chart
Flex Ord (FLEX)	0.2	$4.5M	+46%	136k	33.43	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$4.5M	+23%	14k	321.96	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$4.5M	-4%	54k	84.17	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$4.5M		62k	72.63	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$4.3M	NEW	92k	46.78	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.2	$4.2M	+101%	84k	49.47	View chart
Meta Platforms Cl A (META)	0.1	$4.1M	+34%	7.1k	572.42	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.1M	-7%	34k	121.16	View chart
Fiserv (FI)	0.1	$4.0M	-22%	22k	179.65	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$3.9M	NEW	74k	52.66	View chart
Ishares Msci Mexico Etf (EWW)	0.1	$3.8M	NEW	72k	53.71	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$3.8M	+4%	38k	101.52	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$3.8M	-13%	33k	116.96	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$3.8M	+70%	64k	59.51	View chart
Tesla Motors (TSLA)	0.1	$3.8M	-7%	14k	261.64	View chart
Exxon Mobil Corporation (XOM)	0.1	$3.7M	+4%	32k	117.22	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$3.7M	+250%	16k	230.59	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$3.7M	-73%	85k	43.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$3.7M	+1325%	43k	84.53	View chart
BlackRock (BLK)	0.1	$3.6M	-17%	3.8k	949.54	View chart
Qualcomm (QCOM)	0.1	$3.5M	-10%	21k	170.05	View chart
Business First Bancshares (BFST)	0.1	$3.4M	NEW	133k	25.67	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$3.3M	+407%	50k	66.59	View chart
Sherwin-Williams Company (SHW)	0.1	$3.3M	-27%	8.6k	381.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$3.2M	+7%	15k	220.89	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$3.2M	+293%	27k	117.29	View chart
McDonald's Corporation (MCD)	0.1	$3.2M		10k	304.50	View chart
Global X Fds Msci Greece Etf (GREK)	0.1	$3.2M	NEW	73k	43.19	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$3.2M	-11%	36k	87.80	View chart
International Business Machines (IBM)	0.1	$3.1M		14k	221.08	View chart
Chevron Corporation (CVX)	0.1	$3.1M	-4%	21k	147.27	View chart
Wells Fargo & Company (WFC)	0.1	$3.1M	-4%	55k	56.49	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$3.0M	+42%	20k	151.62	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$3.0M	NEW	114k	26.17	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$2.9M	-11%	89k	33.03	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$2.8M	+554%	27k	107.28	View chart
Procter & Gamble Company (PG)	0.1	$2.8M	+6%	16k	173.20	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.8M	+18%	5.4k	517.78	View chart
Globalstar (GSAT)	0.1	$2.8M		2.2M	1.24	View chart
Discover Financial Services (DFS)	0.1	$2.8M	-27%	20k	140.29	View chart
Moody's Corporation (MCO)	0.1	$2.8M	+181%	5.8k	474.59	View chart
Abbott Laboratories (ABT)	0.1	$2.7M	+43%	24k	114.01	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$2.7M		64k	41.69	View chart
Dbx Etf Tr Xtrack Msci Japn (DBJP)	0.1	$2.7M	-29%	37k	71.41	View chart
Cisco Systems (CSCO)	0.1	$2.6M	-6%	49k	53.22	View chart
Lam Research Corporation (LRCX)	0.1	$2.6M	+7%	3.1k	818.26	View chart
S&p Global (SPGI)	0.1	$2.6M	+2%	5.0k	516.63	View chart
Vanguard World Industrial Etf (VIS)	0.1	$2.5M	+12%	9.7k	260.82	View chart
Boeing Company (BA)	0.1	$2.5M	+19%	16k	152.04	View chart
Eaton Corp SHS (ETN)	0.1	$2.5M	+16%	7.4k	331.45	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$2.4M	-7%	64k	38.08	View chart
Citigroup Com New (C)	0.1	$2.4M	+3%	39k	62.60	View chart
Mongodb Cl A (MDB)	0.1	$2.4M	+633%	8.8k	270.35	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$2.4M	-4%	65k	36.41	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.4M	-51%	52k	45.86	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.1	$2.4M	NEW	19k	124.56	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.4M	+261%	8.9k	263.83	View chart
Gartner (IT)	0.1	$2.4M	+286%	4.6k	506.76	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$2.4M	+22%	55k	42.50	View chart
Waste Management (WM)	0.1	$2.3M	+4%	11k	207.61	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$2.2M	+41%	23k	95.81	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.2M	-13%	22k	100.72	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$2.2M	NEW	66k	33.25	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$2.2M	+12%	27k	82.53	View chart
Intuit (INTU)	0.1	$2.2M	+57%	3.5k	621.01	View chart
Ross Stores (ROST)	0.1	$2.2M	+4%	14k	150.51	View chart
Nextera Energy (NEE)	0.1	$2.2M	+39%	25k	84.53	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.1M	+18%	22k	98.10	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.1M	+14%	4.2k	493.84	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$2.1M		25k	82.30	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$2.1M	-28%	23k	91.31	View chart
Liberty Media Corp Del Com Lbty One S C (FWONK)	0.1	$2.1M	NEW	27k	77.43	View chart
Caci Intl Cl A (CACI)	0.1	$2.0M	NEW	3.9k	504.56	View chart
salesforce (CRM)	0.1	$2.0M	+4%	7.2k	274.10	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.9M	+87%	32k	61.11	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$1.9M		13k	145.92	View chart
Api Group Corp Com Stk (APG)	0.1	$1.9M	NEW	57k	33.02	View chart
Starbucks Corporation (SBUX)	0.1	$1.9M	+37%	19k	97.49	View chart
Chemed Corp Com Stk (CHE)	0.1	$1.8M	NEW	3.1k	601.03	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$1.8M	NEW	19k	98.97	View chart
Union Pacific Corporation (UNP)	0.1	$1.8M	+31%	7.4k	246.49	View chart
Ishares Tr Europe Etf (IEV)	0.1	$1.8M	+23%	31k	58.27	View chart
American Express Company (AXP)	0.1	$1.8M	+20%	6.7k	271.19	View chart
Walt Disney Company (DIS)	0.1	$1.8M	-3%	19k	96.19	View chart
Ecolab (ECL)	0.1	$1.8M	-8%	7.0k	255.88	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.8M	-29%	43k	41.77	View chart
Charles River Laboratories (CRL)	0.1	$1.8M	NEW	9.0k	196.97	View chart
Everest Re Group (EG)	0.1	$1.7M	-27%	4.4k	391.83	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$1.7M	NEW	19k	90.36	View chart
Booking Holdings (BKNG)	0.1	$1.7M	+26%	401.00	4213.93	View chart
Msci (MSCI)	0.1	$1.7M	+70%	2.9k	582.93	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$1.7M	NEW	29k	57.56	View chart
Kkr & Co (KKR)	0.1	$1.6M	-9%	13k	130.58	View chart
Blue Owl Capital Com Cl A (OWL)	0.1	$1.6M	NEW	83k	19.36	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$1.6M	NEW	20k	81.23	View chart
Advanced Micro Devices (AMD)	0.1	$1.6M	+13%	9.7k	164.08	View chart
AmerisourceBergen (COR)	0.1	$1.6M	NEW	7.0k	225.08	View chart
Cbre Group Cl A (CBRE)	0.1	$1.6M	NEW	13k	124.48	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$1.6M	-11%	25k	63.86	View chart
Clean Harbors (CLH)	0.1	$1.6M	NEW	6.5k	241.71	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.1	$1.6M	NEW	30k	52.13	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$1.6M	NEW	17k	91.81	View chart
TJX Companies (TJX)	0.1	$1.5M	+21%	13k	117.54	View chart
Ishares Tr Ibonds Oct 2029 (IBIF)	0.1	$1.5M	NEW	58k	26.21	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.5M	-56%	11k	135.07	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$1.5M	NEW	56k	26.97	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.5M	+34%	6.2k	243.06	View chart
Amgen (AMGN)	0.1	$1.5M	+12%	4.7k	322.22	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$1.5M	+80%	15k	101.65	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.1	$1.5M	NEW	21k	69.02	View chart
Public Storage (PSA)	0.1	$1.5M	+99%	4.1k	363.87	View chart
Enterprise Products Partners (EPD)	0.1	$1.5M	-7%	51k	29.11	View chart
Wabtec Corporation (WAB)	0.1	$1.5M	NEW	8.1k	181.77	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$1.5M	+151%	27k	53.53	View chart
Ishares Msci Cda Etf (EWC)	0.1	$1.4M	-16%	35k	41.52	View chart
Hilton Worldwide Holdings (HLT)	0.1	$1.4M	+100%	6.2k	230.50	View chart
Anthem (ELV)	0.1	$1.4M		2.7k	520.00	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$1.4M	+7%	17k	83.21	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$1.4M	-9%	14k	103.90	View chart
Walker & Dunlop (WD)	0.1	$1.4M	NEW	12k	113.59	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.4M	+46%	2.4k	584.56	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.4M	NEW	6.9k	200.79	View chart
Carrier Global Corporation (CARR)	0.0	$1.4M		17k	80.49	View chart
Lowe's Companies (LOW)	0.0	$1.4M	-34%	5.0k	270.87	View chart
Onemain Holdings (OMF)	0.0	$1.3M		29k	47.07	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$1.3M	-52%	27k	48.84	View chart
Twilio Cl A (TWLO)	0.0	$1.3M	-97%	20k	65.22	View chart
Grand Canyon Education (LOPE)	0.0	$1.3M	+4%	9.1k	141.85	View chart

Past Filings by Robertson Stephens Wealth Management

SEC 13F filings are viewable for Robertson Stephens Wealth Management going back to 2018

Robertson Stephens Wealth Management 2024 Q3 filed Nov. 12, 2024
Robertson Stephens Wealth Management 2024 Q1 filed May 15, 2024
Robertson Stephens Wealth Management 2023 Q4 filed Feb. 6, 2024
Robertson Stephens Wealth Management 2023 Q3 filed Nov. 13, 2023
Robertson Stephens Wealth Management 2023 Q2 filed Aug. 11, 2023
Robertson Stephens Wealth Management 2023 Q1 filed May 11, 2023
Robertson Stephens Wealth Management 2022 Q4 filed Feb. 14, 2023
Robertson Stephens Wealth Management 2022 Q3 filed Nov. 14, 2022
Robertson Stephens Wealth Management 2022 Q2 filed Aug. 12, 2022
Robertson Stephens Wealth Management 2022 Q1 filed May 16, 2022
Robertson Stephens Wealth Management 2021 Q4 filed Feb. 14, 2022
Robertson Stephens Wealth Management 2021 Q3 filed Nov. 10, 2021
Robertson Stephens Wealth Management 2021 Q2 filed Aug. 17, 2021
Robertson Stephens Wealth Management 2021 Q1 filed May 7, 2021
Robertson Stephens Wealth Management 2020 Q4 filed Feb. 10, 2021
Robertson Stephens Wealth Management 2020 Q3 filed Nov. 10, 2020

View all past filings

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