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
Search and click to pin securities to the top
Page 2 of 27
922908744
VTV|922908744
Shares:
133006(+1.6%)
Value:
$23.0B(+3.6%)
381430529
381430529
Shares:
225631(-16.5%)
Value:
$22.6B(-16.6%)
81369Y803
XLK|81369Y803
Shares:
105677(-18.1%)
Value:
$21.8B(-27.3%)
46432F842
IEFA|46432F842
Shares:
285903(+53.8%)
Value:
$21.6B(+65.6%)
81369Y852
81369Y852
Shares:
207407(-18.4%)
Value:
$20.0B(-18.7%)
92204A702
VGT|92204A702
Shares:
35172(+3.2%)
Value:
$19.1B(-10.0%)
464288877
464288877
Shares:
317977(+1.0%)
Value:
$18.7B(+13.5%)
464287150
ITOT|464287150
Shares:
146383(-7.4%)
Value:
$17.9B(-12.1%)
42588P692
42588P692
Shares:
596038(-8.7%)
Value:
$17.8B(-10.3%)
INVESCO QQQ TRUST, SERIES 1
QQQ|46090E103
Shares:
37340(-1.4%)
Value:
$17.5B(-9.4%)
922042874
VGK|922042874
Shares:
225319
Value:
$15.8B
Alphabet Inc.
GOOG|02079K107
Shares:
98824(-5.3%)
Value:
$15.4B(-22.3%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
53097(+840.4%)
Value:
$15.3B(+1019.1%)
464288687
464288687
Shares:
491042(+2.1%)
Value:
$15.1B(-0.2%)
922908736
VUG|922908736
Shares:
40399(-32.3%)
Value:
$15.0B(-38.9%)
46436E718
46436E718
Shares:
143945(+269.9%)
Value:
$14.5B(+271.2%)
BGC Group, Inc.
BGC|088929104
Shares:
1543263(+0.4%)
Value:
$14.2B(+1.6%)
81369Y605
81369Y605
Shares:
280852(-23.1%)
Value:
$14.0B(-20.7%)
81369Y209
81369Y209
Shares:
93271(+155.2%)
Value:
$13.6B(+170.9%)
464288620
464288620
Shares:
266299(+1.3%)
Value:
$13.6B(+2.9%)