Robertson Stephens Wealth Management, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-17
Total Holdings
537
Total Value
2624933321
Accession Number
0001172661-25-001510
Form Type
13F-HR
CIK
0001767307
Manager Name
Robertson Stephens Wealth Management, LLC
Data Enrichment
67% identified
359 identified178 unidentified

Holdings

537 positions
Manager:
SEC
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Page 11 of 27
464287432
464287432
Shares:
19198(+121.7%)
Value:
$1.7B(+131.1%)
464287168
DVY|464287168
Shares:
12984(+8.6%)
Value:
$1.7B(+11.1%)
464287861
464287861
Shares:
29673(-14.4%)
Value:
$1.7B(-4.3%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
24156(-7.2%)
Value:
$1.7B(-8.2%)
Accenture plc
ACN|G1151C101
Shares:
5440(+142.6%)
Value:
$1.7B(+115.3%)
ADOBE INC.
ADBE|00724F101
Shares:
4403(-11.4%)
Value:
$1.7B(-23.6%)
Walt Disney Co
DIS|254687106
Shares:
17099(-2.9%)
Value:
$1.7B(-14.3%)
464288653
464288653
Shares:
16264(+108.0%)
Value:
$1.7B(+116.8%)
TJX COMPANIES INC /DE/
TJX|872540109
Shares:
13113(-0.8%)
Value:
$1.6B(+0.0%)
46438G802
46438G802
Shares:
60307(-3.1%)
Value:
$1.6B(+0.8%)
EVEREST GROUP, LTD.
EG|G3223R108
Shares:
4362(-1.2%)
Value:
$1.6B(-1.0%)
92206C813
92206C813
Shares:
20860(+5.6%)
Value:
$1.6B(+7.2%)
Coinbase Global, Inc.
COIN|19260Q107
Shares:
9111(+350.8%)
Value:
$1.6B(+212.7%)
MongoDB, Inc.
MDB|60937P106
Shares:
8802(-0.1%)
Value:
$1.5B(-24.8%)
464286400
464286400
Shares:
58381
Value:
$1.5B
00162Q445
00162Q445
Shares:
55251(-52.7%)
Value:
$1.5B(-52.7%)
46435G409
46435G409
Shares:
49398(-7.2%)
Value:
$1.5B(+3.8%)
921937835
BND|921937835
Shares:
19567(-4.5%)
Value:
$1.4B(-2.5%)
33734H106
33734H106
Shares:
31942(-4.4%)
Value:
$1.4B(-2.3%)
92204A884
92204A884
Shares:
9546(-1.6%)
Value:
$1.4B(-5.8%)