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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, APP, IVV, VIG, AAPL, and represent 24.31% of Robertson Stephens Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VIG (+$40M), VOO (+$17M), VCIT (+$17M), SCHG (+$15M), VEA (+$13M), XLC (+$13M), GPIX (+$12M), IEMG (+$11M), PFFA (+$9.7M), IJR (+$9.3M).
Started 34 new stock positions in TSLX, MSTR, JBL, EWS, SBAC, GUNR, CEG, PFFA, VONG, UNM.
Reduced shares in these 10 stocks: SMH (-$28M), APP (-$20M), IEFA (-$16M), DGRO (-$13M), EFV (-$13M), , SPTL (-$10M), VPL (-$7.6M), RSP (-$6.6M), VUG (-$5.7M).
Sold out of its positions in WMS, DRLL, AVDV, COR, ANSS, AMAT, ANET, AZN, TEAM, BP.
Robertson Stephens Wealth Management was a net seller of stock by $-10M.
Robertson Stephens Wealth Management has $2.8B in assets under management (AUM), dropping by 2.36%.
Central Index Key (CIK): 0001767307

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Portfolio Holdings for Robertson Stephens Wealth Management

Robertson Stephens Wealth Management holds 554 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Robertson Stephens Wealth Management has 554 total positions. Only the first 250 positions are shown.

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Download the Robertson Stephens Wealth Management December 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)	7.1	$200M	+9%	371k	538.81	View chart
Applovin Corp Com Cl A (APP)	4.7	$133M	-13%	410k	323.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.6	$131M		222k	588.68	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.1	$115M	+53%	587k	195.83	View chart
Apple (AAPL)	3.8	$108M	+3%	431k	250.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.7	$76M	+20%	1.6M	47.82	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.4	$67M	+33%	834k	80.27	View chart
Ishares Core Msci Emkt (IEMG)	2.2	$61M	+22%	1.2M	52.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$61M	+8%	103k	588.02	View chart
Microsoft Corporation (MSFT)	1.9	$54M	+5%	127k	421.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.8	$50M		125k	401.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$41M	+4%	142k	289.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.3	$37M	-14%	213k	175.23	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$36M	+33%	374k	96.90	View chart
Amazon (AMZN)	1.2	$33M	-5%	149k	219.39	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	1.2	$33M		403k	80.83	View chart
Select Sector Spdr Tr Technology (XLK)	1.1	$30M	+6%	129k	232.52	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$28M	-2%	88k	322.16	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	1.0	$28M	+35%	267k	105.92	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	1.0	$27M	+10%	270k	100.31	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.9	$27M		771k	34.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$25M	+11%	56k	453.28	View chart
Select Sector Spdr Tr Communication (XLC)	0.9	$25M	+107%	254k	96.81	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$25M	-18%	60k	410.44	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.8	$22M	+4%	392k	56.84	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$22M		131k	169.30	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$21M	-4%	34k	621.81	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$20M	-2%	158k	128.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$20M		104k	190.44	View chart
Hennessy Fds Tr Stance Esg Etf (STNC)	0.7	$20M	-3%	653k	30.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$19M		38k	511.24	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.7	$19M	-58%	80k	242.17	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$18M		181k	101.53	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$18M	+6%	365k	48.33	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$17M	+783%	621k	27.87	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$17M	-44%	315k	52.47	View chart
NVIDIA Corporation (NVDA)	0.6	$16M		119k	134.29	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.5	$15M	-22%	481k	31.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$15M	-7%	78k	189.30	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.5	$14M		559k	25.45	View chart
Bgc Group Cl A (BGC)	0.5	$14M	+3%	1.5M	9.06	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.5	$13M	-26%	263k	50.28	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$13M	-54%	186k	70.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$13M	+245%	113k	115.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$13M	+7%	206k	62.31	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$13M	+28%	142k	88.40	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$12M	-4%	134k	92.72	View chart
Costco Wholesale Corporation (COST)	0.4	$12M	+55%	13k	916.25	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$12M	-24%	93k	131.76	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$12M	-25%	132k	92.45	View chart
Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX)	0.4	$12M	NEW	232k	49.45	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$11M	+10%	26k	426.71	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$11M	-3%	43k	253.75	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$11M		37k	288.85	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$11M		90k	117.48	View chart
Acuity Brands (AYI)	0.4	$11M	-25%	36k	292.13	View chart
Bank of America Corporation (BAC)	0.4	$10M		238k	43.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$10M	+220%	47k	220.96	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$10M		186k	55.66	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.4	$10M	+30%	149k	68.94	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$9.8M		395k	24.86	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.3	$9.7M	NEW	444k	21.90	View chart
JPMorgan Chase & Co. (JPM)	0.3	$9.4M	-2%	39k	239.71	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$9.1M	-4%	225k	40.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$9.0M		204k	44.04	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$8.9M		70k	127.59	View chart
Visa Com Cl A (V)	0.3	$8.9M	-17%	28k	316.04	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$8.9M	-20%	37k	240.28	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$8.8M	+64%	83k	106.55	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$8.7M	+37%	112k	78.01	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.3	$8.4M	+4%	107k	78.46	View chart
Home Depot (HD)	0.3	$8.3M	-3%	21k	388.99	View chart
Energy Fuels Com New (UUUU)	0.3	$8.1M	+3%	1.6M	5.13	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$7.9M	-31%	41k	190.88	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$7.8M	-6%	123k	63.75	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.3	$7.7M	+23%	337k	22.80	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$7.4M	+139%	86k	85.66	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$7.3M	-2%	26k	280.07	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$7.0M	-15%	397k	17.70	View chart
Vanguard World Financials Etf (VFH)	0.2	$7.0M	-16%	59k	118.07	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$7.0M	-36%	70k	100.73	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$6.7M	-66%	110k	61.34	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$6.7M		89k	75.69	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.2	$6.6M		185k	35.84	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$6.6M	+69%	290k	22.70	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$6.4M		36k	178.08	View chart
Caterpillar (CAT)	0.2	$6.4M	+25%	18k	362.77	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$6.3M	+19%	125k	50.13	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$6.3M	+26%	108k	58.18	View chart
Netflix (NFLX)	0.2	$6.2M		7.0k	891.32	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$6.2M	+58%	60k	103.04	View chart
Ishares Tr Ultra Short-term (ICSH)	0.2	$6.2M	+7%	123k	50.43	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$6.1M	+28%	9.00	680920.00	View chart
Wal-Mart Stores (WMT)	0.2	$6.0M	+7%	67k	90.56	View chart
Vanguard World Health Car Etf (VHT)	0.2	$6.0M	-26%	24k	253.69	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.2	$5.9M	-2%	131k	45.27	View chart
Abbvie (ABBV)	0.2	$5.9M	+3%	33k	177.70	View chart
Broadcom (AVGO)	0.2	$5.9M	-14%	25k	231.84	View chart
Tesla Motors (TSLA)	0.2	$5.8M		14k	403.84	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$5.8M		36k	161.77	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$5.7M	+213%	253k	22.70	View chart
T. Rowe Price (TROW)	0.2	$5.7M		51k	113.09	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.2	$5.7M	-25%	47k	121.59	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.2	$5.6M	+4%	133k	42.11	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.2	$5.3M	NEW	69k	77.89	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$5.2M	+15%	113k	46.44	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$5.1M	+6%	133k	38.65	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$5.1M	-3%	68k	75.61	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$5.0M	-9%	37k	137.57	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.2	$5.0M	+9%	234k	21.33	View chart
Chipotle Mexican Grill (CMG)	0.2	$5.0M		82k	60.30	View chart
Globalstar (GSAT)	0.2	$4.7M		2.3M	2.07	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$4.7M	-43%	21k	224.35	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.2	$4.6M	NEW	56k	81.15	View chart
Meta Platforms Cl A (META)	0.2	$4.5M	+8%	7.7k	585.52	View chart
Fiserv (FI)	0.2	$4.5M		22k	205.42	View chart
Johnson & Johnson (JNJ)	0.2	$4.5M	+9%	31k	144.62	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$4.5M	+508%	50k	89.30	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$4.5M	-50%	110k	40.67	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$4.4M	+2%	86k	51.25	View chart
Global X Fds Us Pfd Etf (PFFD)	0.2	$4.4M	-33%	225k	19.61	View chart
Pepsi (PEP)	0.2	$4.4M	+3%	29k	153.41	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$4.3M	-43%	47k	92.59	View chart
Eli Lilly & Co. (LLY)	0.2	$4.2M		5.5k	772.05	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$4.2M	-34%	92k	45.20	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$4.1M	+300%	82k	50.71	View chart
Newmark Group Cl A (NMRK)	0.1	$4.1M		319k	12.81	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$4.1M	+1895%	111k	36.79	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$4.1M	-71%	156k	26.19	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$4.0M	-2%	90k	45.11	View chart
UnitedHealth (UNH)	0.1	$4.0M	-20%	7.9k	505.86	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$4.0M	+8%	69k	57.92	View chart
Danaher Corporation (DHR)	0.1	$4.0M	-16%	17k	229.82	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$4.0M	-17%	41k	96.83	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$3.9M	+77%	39k	100.32	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$3.9M	+230%	143k	27.32	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$3.9M	-5%	51k	76.14	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$3.8M	-5%	58k	66.14	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$3.8M	+980%	49k	78.65	View chart
Blackrock (BLK)	0.1	$3.8M	NEW	3.7k	1025.23	View chart
Wells Fargo & Company (WFC)	0.1	$3.6M	-5%	52k	70.24	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.6M	-21%	7.0k	520.60	View chart
Merck & Co (MRK)	0.1	$3.6M	-10%	36k	100.30	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$3.5M	+2%	28k	126.75	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$3.5M	-9%	68k	51.70	View chart
Exxon Mobil Corporation (XOM)	0.1	$3.5M		32k	107.57	View chart
Business First Bancshares (BFST)	0.1	$3.4M		134k	25.70	View chart
Discover Financial Services (DFS)	0.1	$3.4M		20k	173.23	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$3.4M	-69%	48k	71.04	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$3.4M	-30%	9.9k	343.39	View chart
Flex Ord (FLEX)	0.1	$3.4M	-35%	88k	38.39	View chart
Alps Etf Tr Active Reit Etf (REIT)	0.1	$3.2M	+382%	117k	27.26	View chart
Cisco Systems (CSCO)	0.1	$3.1M	+7%	53k	59.20	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.1M	-19%	27k	115.72	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$3.1M	+17%	134k	23.12	View chart
International Business Machines (IBM)	0.1	$3.1M		14k	219.82	View chart
Qualcomm (QCOM)	0.1	$3.1M	-2%	20k	153.62	View chart
McDonald's Corporation (MCD)	0.1	$3.0M		11k	289.88	View chart
Ishares Msci Singpor Etf (EWS)	0.1	$3.0M	NEW	138k	21.85	View chart
Chevron Corporation (CVX)	0.1	$3.0M	-2%	21k	144.84	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$2.9M	-6%	47k	61.10	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$2.8M	+87%	54k	52.71	View chart
Dbx Etf Tr Xtrack Msci Japn (DBJP)	0.1	$2.8M		37k	75.68	View chart
Procter & Gamble Company (PG)	0.1	$2.8M	+2%	17k	167.65	View chart
Citigroup Com New (C)	0.1	$2.7M		39k	70.39	View chart
Abbott Laboratories (ABT)	0.1	$2.7M	+2%	24k	113.11	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$2.7M	+92%	108k	24.67	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$2.6M		64k	40.92	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.6M	+126%	5.4k	485.94	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.1	$2.6M	NEW	80k	32.24	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$2.6M	-2%	26k	99.55	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$2.5M	-5%	84k	30.51	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$2.5M	+42%	45k	55.45	View chart
Limoneira Company (LMNR)	0.1	$2.5M	+144%	102k	24.54	View chart
Boeing Company (BA)	0.1	$2.5M	-13%	14k	177.00	View chart
Eaton Corp SHS (ETN)	0.1	$2.5M		7.5k	331.86	View chart
salesforce (CRM)	0.1	$2.5M	+2%	7.4k	334.74	View chart
S&p Global (SPGI)	0.1	$2.5M		5.0k	498.04	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.3M		8.8k	264.14	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.3M	+7%	55k	41.82	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$2.3M		56k	40.50	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$2.3M		64k	35.48	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.2M	-28%	14k	159.52	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$2.2M		67k	33.27	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.2M	-8%	5.0k	444.68	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$2.2M	-71%	28k	78.61	View chart
Ross Stores (ROST)	0.1	$2.2M		14k	151.27	View chart
Sherwin-Williams Company (SHW)	0.1	$2.2M	-26%	6.4k	339.93	View chart
Vanguard World Industrial Etf (VIS)	0.1	$2.2M	-12%	8.5k	254.38	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$2.1M	+15%	22k	98.89	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$2.1M	-3%	63k	33.41	View chart
Lam Research Corp Com New (LRCX)	0.1	$2.1M	NEW	29k	72.46	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.1	$2.1M	+69%	88k	23.37	View chart
Mongodb Cl A (MDB)	0.1	$2.1M		8.8k	232.81	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.1	$2.1M	NEW	86k	23.76	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$2.0M	-11%	24k	84.75	View chart
Walt Disney Company (DIS)	0.1	$2.0M	-6%	18k	111.85	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$2.0M	-2%	22k	88.79	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.9M	+186%	15k	128.82	View chart
American Express Company (AXP)	0.1	$1.9M	-2%	6.5k	296.79	View chart
Waste Management (WM)	0.1	$1.9M	-15%	9.5k	201.79	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$1.9M		25k	76.69	View chart
Nextera Energy (NEE)	0.1	$1.9M	+2%	26k	71.69	View chart
Gartner (IT)	0.1	$1.8M	-19%	3.7k	484.47	View chart
Ishares Tr Europe Etf (IEV)	0.1	$1.8M	+10%	35k	52.06	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$1.8M	+5%	26k	68.68	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.8M	-15%	20k	91.68	View chart
Union Pacific Corporation (UNP)	0.1	$1.7M	+3%	7.7k	228.04	View chart
Genius Sports Shares Cl A (GENI)	0.1	$1.7M	+47%	201k	8.65	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.7M	-51%	7.9k	215.49	View chart
Onemain Holdings (OMF)	0.1	$1.7M	+12%	32k	52.13	View chart
Moody's Corporation (MCO)	0.1	$1.7M	-39%	3.5k	473.37	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.1	$1.7M		21k	77.40	View chart
Everest Re Group (EG)	0.1	$1.6M		4.4k	362.46	View chart
TJX Companies (TJX)	0.1	$1.6M		13k	120.81	View chart
Ishares Tr Ibonds Oct 2029 (IBIF)	0.1	$1.6M	+6%	62k	25.37	View chart
Kkr & Co (KKR)	0.1	$1.6M	-14%	11k	147.91	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.6M	+6%	12k	131.28	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.5M	-3%	41k	37.53	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$1.5M		15k	104.89	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$1.5M	-25%	9.7k	154.96	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$1.5M		20k	74.78	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.5M	+53%	21k	71.91	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.5M	-73%	33k	43.64	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$1.4M	+56%	53k	27.11	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.4M	-35%	2.7k	526.63	View chart
Ishares Msci Cda Etf (EWC)	0.0	$1.4M		35k	40.30	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$1.4M	+83%	24k	58.93	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$1.4M	-8%	5.6k	242.13	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$1.4M		6.9k	198.17	View chart
Twilio Cl A (TWLO)	0.0	$1.4M	-36%	13k	108.08	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$1.3M	+49%	27k	49.51	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$1.3M	-3%	16k	80.97	View chart
Ecolab (ECL)	0.0	$1.3M	-22%	5.5k	234.98	View chart
Oracle Corporation (ORCL)	0.0	$1.2M	+5%	7.4k	166.64	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$1.2M	+59%	6.0k	206.93	View chart
Arista Networks Com Shs	0.0	$1.2M	NEW	11k	110.53	View chart
Booking Holdings (BKNG)	0.0	$1.2M	-38%	248.00	4972.79	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$1.2M		4.3k	287.82	View chart
Public Storage (PSA)	0.0	$1.2M		4.1k	299.44	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$1.2M		6.4k	184.88	View chart
Us Bancorp Del Com New (USB)	0.0	$1.2M		25k	48.33	View chart
Starbucks Corporation (SBUX)	0.0	$1.2M	-33%	13k	91.25	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$1.2M		27k	43.81	View chart
Advanced Micro Devices (AMD)	0.0	$1.2M		9.6k	120.79	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$1.2M	+6%	20k	58.35	View chart
Shopify Cl A (SHOP)	0.0	$1.2M	-5%	11k	106.33	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.0	$1.1M		34k	33.90	View chart
Amgen (AMGN)	0.0	$1.1M	-7%	4.3k	260.64	View chart
Hilton Worldwide Holdings (HLT)	0.0	$1.1M	-27%	4.5k	247.16	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 Q4 filed Jan. 27, 2025
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

View all past filings

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