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 3 of 27
464287309
IVW|464287309
Shares:
142818(-20.9%)
Value:
$13.3B(-27.7%)
808524300
SCHG|808524300
Shares:
513572(-17.3%)
Value:
$12.9B(-25.7%)
464287440
IEF|464287440
Shares:
132427(+0.7%)
Value:
$12.6B(+3.9%)
464287507
IJH|464287507
Shares:
213886(+4.0%)
Value:
$12.5B(-2.6%)
92189F643
92189F643
Shares:
131090(-1.9%)
Value:
$11.5B(-6.9%)
Alphabet Inc.
GOOGL|02079K305
Shares:
72186(-7.8%)
Value:
$11.2B(-24.7%)
464288414
MUB|464288414
Shares:
103411(+25.0%)
Value:
$10.9B(+23.7%)
922908538
VOT|922908538
Shares:
44453(+2.7%)
Value:
$10.9B(-0.9%)
464287101
464287101
Shares:
40015(+8.3%)
Value:
$10.8B(+1.5%)
46138E354
46138E354
Shares:
144202(+3299.4%)
Value:
$10.8B(+3528.6%)
NVIDIA CORP
NVDA|67066G104
Shares:
98663(-17.1%)
Value:
$10.7B(-33.1%)
464287499
IWR|464287499
Shares:
122112(-14.2%)
Value:
$10.4B(-17.4%)
25434V880
DFAX|25434V880
Shares:
391288(-1.0%)
Value:
$10.3B(+4.3%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
41279(+5.4%)
Value:
$10.1B(+7.8%)
464287655
IWM|464287655
Shares:
49744(+5.7%)
Value:
$9.9B(-4.6%)
VISA INC.
V|92826C839
Shares:
27293(-3.3%)
Value:
$9.6B(+7.2%)
25434V609
25434V609
Shares:
184499(-0.7%)
Value:
$9.5B(-8.1%)
92206C409
92206C409
Shares:
120156(+7.2%)
Value:
$9.5B(+8.5%)
921946406
VYM|921946406
Shares:
69000(-1.4%)
Value:
$8.9B(-0.3%)
37954Y673
37954Y673
Shares:
233614(+3.9%)
Value:
$8.8B(-3.3%)