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 23 of 27
464287556
464287556
Shares:
2472(-9.4%)
Value:
$316.3M(-12.3%)
HAWAIIAN ELECTRIC INDUSTRIES INC
HE|419870100
Shares:
28873(+49.0%)
Value:
$316.2M(+67.7%)
QUANTA SERVICES, INC.
PWR|74762E102
Shares:
1234(-3.5%)
Value:
$313.7M(-22.4%)
464286806
464286806
Shares:
8342
Value:
$309.3M
37954Y830
37954Y830
Shares:
7850(+0.0%)
Value:
$306.7M(+0.9%)
78468R663
78468R663
Shares:
3341(-0.9%)
Value:
$306.5M(-0.6%)
464287341
464287341
Shares:
7189(-4.0%)
Value:
$302.4M(+5.7%)
46435G102
46435G102
Shares:
3562(+0.0%)
Value:
$297.8M(-1.6%)
464287630
IWN|464287630
Shares:
1945(+0.0%)
Value:
$293.8M(-8.0%)
CME GROUP INC.
CME|12572Q105
Shares:
1090(-1.8%)
Value:
$289.2M(+9.4%)
Veralto Corp
VLTO|92338C103
Shares:
2961(-22.3%)
Value:
$288.9M(-25.6%)
Uber Technologies, Inc
UBER|90353T100
Shares:
3961(-19.9%)
Value:
$288.6M(-3.2%)
GE Vernova Inc.
GEV|36828A101
Shares:
931(-5.5%)
Value:
$284.2M(-12.3%)
78464A508
SPYV|78464A508
Shares:
5563(-34.5%)
Value:
$284.1M(-34.6%)
37954Y384
37954Y384
Shares:
8751(-12.7%)
Value:
$283.0M(-12.1%)
FASTENAL CO
FAST|311900104
Shares:
3622(-3.9%)
Value:
$280.9M(+3.6%)
78464A870
78464A870
Shares:
3460(-5.0%)
Value:
$280.6M(-14.4%)
EQT Corp
EQT|26884L109
Shares:
5216
Value:
$278.7M
AMPHENOL CORP /DE/
APH|032095101
Shares:
4206(-19.4%)
Value:
$276.6M(-23.9%)
389637109
389637109
Shares:
4243(+0.0%)
Value:
$276.5M(-11.9%)