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 9 of 27
464287234
EEM|464287234
Shares:
60914(+10.1%)
Value:
$2.7B(+15.0%)
25434V724
25434V724
Shares:
64289(+0.0%)
Value:
$2.6B(+0.7%)
316188309
316188309
Shares:
56990(-36.4%)
Value:
$2.6B(-35.4%)
74348A467
74348A467
Shares:
25391(-1.3%)
Value:
$2.6B(+1.7%)
CITIGROUP INC
C|172967424
Shares:
36639(-6.1%)
Value:
$2.6B(-5.3%)
38149W101
38149W101
Shares:
61511(+9.0%)
Value:
$2.5B(+10.9%)
47103U845
47103U845
Shares:
49949(-38.7%)
Value:
$2.5B(-38.7%)
25434V807
25434V807
Shares:
64278(+0.0%)
Value:
$2.5B(+11.0%)
S&P Global Inc.
SPGI|78409V104
Shares:
4947(-0.3%)
Value:
$2.5B(+1.7%)
BOEING CO
BA|097023105
Shares:
14547(+3.5%)
Value:
$2.5B(-0.2%)
QUALCOMM INC/DE
QCOM|747525103
Shares:
16113(-19.6%)
Value:
$2.5B(-19.6%)
464285204
464285204
Shares:
41395(+52.6%)
Value:
$2.4B(+81.7%)
46434G863
46434G863
Shares:
69563(+10.3%)
Value:
$2.4B(+15.4%)
922908629
VO|922908629
Shares:
9290(+5.5%)
Value:
$2.4B(+3.3%)
921910816
MGK|921910816
Shares:
7736(-21.5%)
Value:
$2.4B(-29.4%)
87283Q867
87283Q867
Shares:
73160(+9.9%)
Value:
$2.4B(+6.6%)
AMERICAN EXPRESS CO
AXP|025816109
Shares:
8402(+29.6%)
Value:
$2.3B(+17.5%)
WASTE MANAGEMENT INC
WM|94106L109
Shares:
9677(+1.8%)
Value:
$2.2B(+16.8%)
74348A210
74348A210
Shares:
107226
Value:
$2.2B
Apple Inc.
AAPL|037833100
Shares:
9700(-97.7%)
Value:
$2.2B(-98.0%)