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 12 of 27
921910733
ESGV|921910733
Shares:
14447(-0.1%)
Value:
$1.4B(-6.7%)
COMCAST CORP
CMCSA|20030N101
Shares:
38227(-6.8%)
Value:
$1.4B(-8.3%)
464286509
464286509
Shares:
34177(-2.1%)
Value:
$1.4B(-1.0%)
464287457
464287457
Shares:
16814(+232.2%)
Value:
$1.4B(+235.2%)
Belpointe PREP, LLC
OZ|080694102
Shares:
21424(+0.0%)
Value:
$1.4B(-16.7%)
ECOLAB INC.
ECL|278865100
Shares:
5291(-3.6%)
Value:
$1.3B(+4.3%)
AMGEN INC
AMGN|031162100
Shares:
4277(-0.5%)
Value:
$1.3B(+19.0%)
97717W703
97717W703
Shares:
22796(-57.7%)
Value:
$1.3B(-53.4%)
464287523
464287523
Shares:
6999(-11.0%)
Value:
$1.3B(-22.3%)
921909768
VXUS|921909768
Shares:
21058(-11.1%)
Value:
$1.3B(-6.3%)
46435G425
ESGU|46435G425
Shares:
10547(-29.7%)
Value:
$1.3B(-33.5%)
92203J407
BNDX|92203J407
Shares:
25875
Value:
$1.3B
Mastercard Inc
MA|57636Q104
Shares:
2285(-16.2%)
Value:
$1.3B(-12.8%)
97717X669
97717X669
Shares:
15664(-4.7%)
Value:
$1.3B(-6.0%)
922908611
VBR|922908611
Shares:
6702(-2.2%)
Value:
$1.2B(-8.1%)
Adaptive Biotechnologies Corp
ADPT|00650F109
Shares:
167936(-2.5%)
Value:
$1.2B(+20.9%)
STARBUCKS CORP
SBUX|855244109
Shares:
12684(-2.0%)
Value:
$1.2B(+5.3%)
Public Storage
PSA|74460D109
Shares:
4075(+0.3%)
Value:
$1.2B(+0.3%)
46434G764
EMXC|46434G764
Shares:
22077(-51.1%)
Value:
$1.2B(-51.4%)
87283Q826
87283Q826
Shares:
39855(-50.3%)
Value:
$1.2B(-53.0%)