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 7 of 27
464288802
464288802
Shares:
34429(-26.4%)
Value:
$4.0B(-30.5%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
7545(-4.8%)
Value:
$4.0B(-1.4%)
NEWMARK GROUP, INC.
NMRK|65158N102
Shares:
324208(+1.6%)
Value:
$3.9B(-3.5%)
PEPSICO INC
PEP|713448108
Shares:
25067(-12.8%)
Value:
$3.8B(-14.7%)
81369Y407
81369Y407
Shares:
18888(-9.7%)
Value:
$3.7B(-20.5%)
46432F834
IXUS|46432F834
Shares:
53129(-8.4%)
Value:
$3.7B(-3.4%)
87283Q107
87283Q107
Shares:
96278(-27.8%)
Value:
$3.7B(-34.7%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
30818(-4.1%)
Value:
$3.7B(+6.0%)
464288661
464288661
Shares:
30560
Value:
$3.6B
46641Q332
46641Q332
Shares:
63089(-8.1%)
Value:
$3.6B(-9.3%)
Tesla, Inc.
TSLA|88160R101
Shares:
13692(-5.2%)
Value:
$3.5B(-39.1%)
WELLS FARGO & COMPANY/MN
WFC|949746101
Shares:
49393(-4.7%)
Value:
$3.5B(-2.5%)
808524672
SCHY|808524672
Shares:
139000(+4.1%)
Value:
$3.5B(+14.3%)
46434V613
46434V613
Shares:
76516(-17.2%)
Value:
$3.5B(-15.6%)
BlackRock, Inc.
BLK|09290D101
Shares:
3700(+0.2%)
Value:
$3.5B(-7.4%)
RTX Corp
RTX|75513E101
Shares:
26248(-2.9%)
Value:
$3.5B(+11.1%)
922042866
VPL|922042866
Shares:
46944(-1.7%)
Value:
$3.4B(+0.3%)
INTERNATIONAL BUSINESS MACHINES CORP
IBM|459200101
Shares:
13662(-2.7%)
Value:
$3.4B(+10.1%)
CISCO SYSTEMS, INC.
CSCO|17275R102
Shares:
54360(+2.4%)
Value:
$3.4B(+6.7%)
Globalstar, Inc.
GSAT|378973507
Shares:
160695
Value:
$3.4B