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 4 of 27
464287408
IVE|464287408
Shares:
46009(+11.0%)
Value:
$8.8B(+10.8%)
922042858
VWO|922042858
Shares:
185170(-9.1%)
Value:
$8.4B(-6.6%)
46436E205
46436E205
Shares:
359346(+6.6%)
Value:
$8.3B(+8.1%)
33738R118
33738R118
Shares:
111650(+4.2%)
Value:
$8.2B(-2.3%)
92189F486
92189F486
Shares:
318722(-43.0%)
Value:
$8.1B(-42.7%)
81369Y704
81369Y704
Shares:
61473(-33.7%)
Value:
$8.1B(-34.0%)
922908751
VB|922908751
Shares:
36261(-1.9%)
Value:
$8.0B(-9.4%)
81369Y886
81369Y886
Shares:
97237(+9.7%)
Value:
$7.7B(+14.3%)
464287804
IJR|464287804
Shares:
72905(-35.5%)
Value:
$7.6B(-41.4%)
25434V401
25434V401
Shares:
124428(+1.5%)
Value:
$7.5B(-3.7%)
HOME DEPOT, INC.
HD|437076102
Shares:
20527(-4.1%)
Value:
$7.5B(-9.7%)
81369Y308
81369Y308
Shares:
90025(+223.7%)
Value:
$7.4B(+236.3%)
92206C102
VGSH|92206C102
Shares:
124159(+15.1%)
Value:
$7.3B(+16.1%)
92204A405
VFH|92204A405
Shares:
59722(+0.6%)
Value:
$7.1B(+1.8%)
46434V639
46434V639
Shares:
178149(-3.6%)
Value:
$6.9B(+4.8%)
Walmart Inc.
WMT|931142103
Shares:
78816(+18.2%)
Value:
$6.9B(+14.9%)
922042742
VT|922042742
Shares:
59675(-33.9%)
Value:
$6.9B(-34.8%)
46429B267
46429B267
Shares:
297125
Value:
$6.8B
922908595
VBK|922908595
Shares:
26650(+2.3%)
Value:
$6.7B(-8.0%)
46434V621
DGRO|46434V621
Shares:
106889(-2.7%)
Value:
$6.6B(-2.0%)