Robertson Stephens Wealth Management, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Robertson Stephens Wealth Management, LLC
Data Enrichment
67% identified
359 identified178 unidentified

Holdings

537 positions
Manager:
Search and click to pin securities to the top
Page 6 of 27
46434G780
Shares:
216897(+57.1%)
Value:
$5.2B(+70.9%)
ELI LILLY & Co
Shares:
5975(+8.8%)
Value:
$4.9B(+16.4%)
464288513
Shares:
60649(+24.5%)
Value:
$4.8B(+24.9%)
PRICE T ROWE GROUP INC
Shares:
50984(+0.5%)
Value:
$4.7B(-18.4%)
92189F817
Shares:
374226
Value:
$4.7B
37954Y632
Shares:
127908(-3.5%)
Value:
$4.7B(-9.2%)
FISERV INC
Shares:
20987(-4.4%)
Value:
$4.6B(+2.7%)
78464A664
Shares:
164375(+5.6%)
Value:
$4.5B(+9.9%)
UNITED STATES STEEL CORP
Shares:
103382
Value:
$4.4B
33739E108
Shares:
247094(-37.8%)
Value:
$4.3B(-38.2%)
72201R833
Shares:
42883(-38.4%)
Value:
$4.3B(-38.5%)
Meta Platforms, Inc.
Shares:
7470(-3.2%)
Value:
$4.3B(-4.7%)
JOHNSON & JOHNSON
Shares:
25948(-16.6%)
Value:
$4.3B(-4.3%)
808524797
Shares:
152107(+6.5%)
Value:
$4.3B(+9.0%)
09290C103
Shares:
85882(-0.5%)
Value:
$4.2B(-5.4%)
Broadcom Inc.
Shares:
24884(-1.5%)
Value:
$4.2B(-28.9%)
37954Y657
Shares:
217270(-3.6%)
Value:
$4.1B(-6.4%)
46434V878
Shares:
81220(-33.8%)
Value:
$4.1B(-33.4%)
CHIPOTLE MEXICAN GRILL INC
Shares:
81571(-0.8%)
Value:
$4.1B(-17.4%)
Alcoa Corp
Shares:
132479
Value:
$4.0B