Robertson Stephens Wealth Management, LLC Purchases in Q1 2025

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
472K
+ 3307.09%
$57.44 - $59.4 $27.1M - $28M
486K $28.8M
VEA
Vanguard Ftse Developed Market

ETFs
224K
+ 14.12%
$47.4 - $52.99 $10.6M - $11.8M
1.81M $92.6M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
225K
New
$63.07 - $73.5 $14.2M - $16.6M
225K $16M
VIG
Vanguard Dividend Appreciation

ETFs
77.6K
+ 13.21%
N/A
665K $121M
GLD
Spdr Gold Trust

ETFs
47.5K
+ 840.44%
$243.19 - $288.14 $11.5M - $13.7M
53.1K $15.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
105K
+ 269.89%
$100.34 - $100.68 $10.5M - $10.6M
144K $14.5M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
140K
+ 3299.39%
$68.32 - $75.06 $9.56M - $10.5M
144K $10.8M
IEFA
Ishares Tr

ETFs
100K
+ 53.81%
$69.57 - $78.65 $6.96M - $7.87M
286K $21.6M
XLV
Select Sector Spdr Fund Health

ETFs
56.7K
+ 155.23%
$137.61 - $149.68 $7.81M - $8.49M
93.3K $13.5M
IEMG
Ishares Inc

ETFs
147K
+ 12.54%
N/A
1.32M $70.9M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
297K
New
$22.25 - $23.0 $6.61M - $6.83M
297K $6.81M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.09K
+ 3.77%
$442.66 - $534.52 $925K - $1.12M
57.6K $30.7M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
84.2K
New
$55.23 - $64.6 $4.65M - $5.44M
84.2K $5.21M
XLP
Consumer Staples Sector Spdr

ETFs
62.2K
+ 223.75%
N/A
90K $6.85M
VNM
Vaneck Vietnam ETF

ETFs
374K
New
$11.13 - $12.76 $4.17M - $4.78M
374K $4.63M
X
United States Steel Corp

Basic Materials
103K
New
$30.47 - $43.0 $3.15M - $4.45M
103K $4.37M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
132K
+ 153.07%
$24.11 - $28.41 $3.19M - $3.75M
218K $6.21M
AA
Alcoa Corp

Basic Materials
132K
New
$30.5 - $39.53 $4.04M - $5.24M
132K $4.04M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
30.6K
New
$114.57 - $118.14 $3.5M - $3.61M
30.6K $3.61M
VCIT
Vanguard Intermediate Term Cor

ETFs
15.2K
+ 1.83%
$79.17 - $82.04 $1.21M - $1.25M
849K $69.3M
EFV
Msci Eafe Value ETF

ETFs
3.29K
+ 1.05%
$51.88 - $60.73 $171K - $200K
318K $18.7M
RWM
Proshares Short Russell2000

ETFs
107K
New
$18.05 - $21.08 $1.94M - $2.26M
107K $2.21M
EWS
Ishares Inc Msci Singapore ETF

ETFs
78.9K
+ 57.15%
$21.65 - $24.17 $1.71M - $1.91M
217K $5.15M
MUB
Ishares National Muni Bond ETF

ETFs
20.7K
+ 24.97%
$104.71 - $107.69 $2.16M - $2.23M
103K $10.9M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
16.9K
+ 33.35%
$75.32 - $84.77 $1.28M - $1.44M
67.7K $5.53M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
58.4K
New
$22.45 - $26.94 $1.31M - $1.57M
58.4K $1.51M
BNDX
Vanguard Total International B

ETFs
25.9K
New
$48.33 - $49.5 $1.25M - $1.28M
25.9K $1.26M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
13.6K
+ 29.31%
$90.0 - $96.32 $1.23M - $1.31M
60.2K $5.55M
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.13K
+ 13.51%
$74.85 - $84.89 $683K - $775K
76.7K $6.26M
IAU
Ishares Gold Trust

ETFs
14.3K
+ 52.58%
$49.74 - $58.96 $710K - $841K
41.4K $2.44M
COIN
Coinbase Global, Inc.

Technology
7.09K
+ 350.82%
$172.23 - $301.3 $1.22M - $2.14M
9.11K $1.57M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.59K
+ 0.96%
$95.85 - $99.25 $344K - $356K
378K $37.3M
VGSH
Vanguard

ETFs
16.3K
+ 15.12%
$58.07 - $58.69 $947K - $957K
124K $7.29M
TLT
Ishares Barclays 20+ Year Trea

ETFs
10.5K
+ 121.66%
$85.29 - $92.57 $899K - $975K
19.2K $1.75M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
11.8K
+ 232.16%
$81.83 - $82.73 $962K - $972K
16.8K $1.39M
HYG
Ishares Tr

ETFs
11.9K
+ 24.52%
$78.51 - $80.11 $938K - $957K
60.6K $4.78M
GREK
Global X Msci Greece ETF

ETFs
20.3K
New
$38.78 - $48.9 $785K - $990K
20.3K $951K
ACN
Accenture PLC

Technology
3.2K
+ 142.64%
$300.91 - $398.25 $962K - $1.27M
5.44K $1.7M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
8.44K
+ 107.95%
$97.25 - $104.79 $821K - $885K
16.3K $1.69M
WMT
Walmart Inc.

Consumer Defensive
12.1K
+ 18.2%
$84.5 - $105.05 $1.03M - $1.27M
78.8K $6.92M
XLU
Utilities Sector Spdr

ETFs
8.6K
+ 9.71%
$74.7 - $80.27 $643K - $691K
97.2K $7.58M
IVE
Ishares S&P 500 Value ETF

ETFs
4.57K
+ 11.03%
$185.78 - $198.58 $849K - $908K
46K $8.77M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
34.3K
+ 14.65%
$21.16 - $21.77 $726K - $747K
268K $5.84M
OEF
Ishares S&P 100 ETF

ETFs
3.05K
+ 8.26%
N/A
40K $10.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.5K
+ 34.04%
$87.68 - $94.52 $658K - $709K
29.5K $2.77M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.08K
+ 7.21%
$77.7 - $78.94 $628K - $638K
120K $9.49M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
13.2K
+ 11.69%
$45.92 - $47.58 $605K - $627K
126K $5.97M
JPM
Jpmorgan Chase & CO

Financial Services
2.11K
+ 5.38%
$225.19 - $279.95 $474K - $590K
41.3K $10.1M
OUNZ
Van Eck Merk Gold Trust

ETFs
24.1K
New
$25.41 - $30.14 $613K - $727K
24.1K $727K
Activity Summary
Buys All Purchases 203 New Holdings 42 Increased Positions 161 Sells All Sells 290 Reductions 290 Sold out 0 Options Calls 1 Puts 6
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