Robertson Stephens Wealth Management, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001767307
- Manager Name
- Robertson Stephens Wealth Management, LLC
Data Enrichment
67% identified359 identified178 unidentified
Holdings
537 positions
Manager:
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Page 7 of 27
464288802
Shares:
34429(-26.4%)
Value:
$4.0B(-30.5%)
81369Y407
Shares:
18888(-9.7%)
Value:
$3.7B(-20.5%)
87283Q107
Shares:
96278(-27.8%)
Value:
$3.7B(-34.7%)
464288661
Shares:
30560
Value:
$3.6B
46641Q332
Shares:
63089(-8.1%)
Value:
$3.6B(-9.3%)
46434V613
Shares:
76516(-17.2%)
Value:
$3.5B(-15.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464288802)✕ | 34.4K | All Managers (Combined) | $4.0M | ||
7.5K | All Managers (Combined) | $4.0M | |||
324.2K | All Managers (Combined) | $3.9M | |||
Pepsico Inc(PEPcusip713448108) | 25.1K | All Managers (Combined) | $3.8M | ||
(cusip81369Y407)✕ | 18.9K | All Managers (Combined) | $3.7M | ||
53.1K | All Managers (Combined) | $3.7M | |||
(cusip87283Q107)✕ | 96.3K | All Managers (Combined) | $3.7M | ||
Exxon Mobil Corp(XOMcusip30231G102) | 30.8K | All Managers (Combined) | $3.7M | ||
(cusip464288661)✕ | 30.6K | QoQ NEW(+30.6K) YoY NEW(+30.6K) | All Managers (Combined) | $3.6M | QoQ NEW(+$3.6M) YoY NEW(+$3.6M) |
(cusip46641Q332)✕ | 63.1K | All Managers (Combined) | $3.6M | ||
Tesla, Inc.(TSLAcusip88160R101) | 13.7K | All Managers (Combined) | $3.5M | ||
49.4K | All Managers (Combined) | $3.5M | |||
139.0K | YoY NEW(+139.0K) | All Managers (Combined) | $3.5M | YoY NEW(+$3.5M) | |
(cusip46434V613)✕ | 76.5K | All Managers (Combined) | $3.5M | ||
Blackrock, Inc.(BLKcusip09290D101) | 3.7K | QoQ +0.24% (-9)YoY NEW(+3.7K) | All Managers (Combined) | $3.5M | YoY NEW(+$3.5M) |
26.2K | All Managers (Combined) | $3.5M | |||
46.9K | All Managers (Combined) | $3.4M | |||
13.7K | QoQ -2.67% (-376)YoY -5.77% (-838) | All Managers (Combined) | $3.4M | ||
54.4K | All Managers (Combined) | $3.4M | |||
160.7K | QoQ NEW(+160.7K) YoY NEW(+160.7K) | All Managers (Combined) | $3.4M | QoQ NEW(+$3.4M) YoY NEW(+$3.4M) |