Robertson Stephens Wealth Management, LLC Purchases in Q2 2025

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.5K
+ 3.03%
$456.74 - $568.03 $5.25M - $6.53M
391K $222M
BBUS
J P Morgan Exchg Traded Fd

ETFs
166K
+ 60.09%
$89.63 - $111.92 $14.8M - $18.5M
441K $49.4M
MSFT
Microsoft Corp

Technology
8.53K
+ 6.84%
$354.56 - $497.45 $3.02M - $4.24M
133K $66.3M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
160K
+ 522.92%
$116.93 - $119.39 $18.7M - $19.1M
190K $22.7M
VTI
Vanguard Total Stock Market Et

ETFs
40.3K
+ 27.64%
$243.75 - $303.93 $9.83M - $12.3M
186K $56.6M
HYLB
Xtrackers Usd High Yield Corp

ETFs
410K
New
$34.72 - $36.92 $14.2M - $15.1M
410K $15.1M
XLI
Industrial Sector Spdr

ETFs
84.6K
+ 137.61%
$116.42 - $147.52 $9.85M - $12.5M
146K $21.5M
DGRO
Ishares Core Dividend Growth E

ETFs
204K
+ 191.22%
$55.22 - $63.94 $11.3M - $13.1M
311K $19.9M
VEA
Vanguard Ftse Developed Market

ETFs
35K
+ 1.94%
$45.65 - $57.01 $1.6M - $1.99M
1.84M $105M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
112K
+ 49.8%
$62.73 - $78.42 $7.04M - $8.8M
338K $26.2M
XLF
Financial Sector Spdr

ETFs
164K
+ 58.46%
$43.92 - $52.37 $7.21M - $8.6M
445K $23.3M
IEFA
Ishares Tr

ETFs
76.8K
+ 26.85%
$67.83 - $84.09 $5.21M - $6.46M
363K $30.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.81K
+ 5.52%
$496.48 - $617.85 $2.39M - $2.97M
92K $56.9M
VUG
Vanguard Growth ETF

ETFs
11.5K
+ 28.45%
$329.49 - $438.4 $3.79M - $5.04M
51.9K $22.7M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
86.5K
+ 1422.6%
$57.46 - $75.58 $4.97M - $6.54M
92.6K $7M
AMZN
Amazon Com Inc

Consumer Cyclical
4.44K
+ 3.15%
$167.32 - $223.3 $743K - $992K
146K $32M
FXI
Ishares Tr

ETFs
138K
+ 1498.91%
$29.59 - $37.41 $4.08M - $5.15M
147K $5.4M
UUUU
Energy Fuels Inc

Energy
262K
+ 15.07%
$3.44 - $5.9 $900K - $1.54M
2M $11.5M
SPTL
Spdr Portfolio Long Term Treas

ETFs
172K
+ 104.34%
$25.48 - $27.78 $4.37M - $4.76M
336K $8.93M
COF
Capital One Financial Corp

Financial Services
20K
New
$150.57 - $212.76 $3.01M - $4.25M
20K $4.25M
AVGO
Broadcom Inc.

Technology
4.97K
+ 19.95%
$146.29 - $275.65 $726K - $1.37M
29.8K $8.23M
VCIT
Vanguard Intermediate Term Cor

ETFs
34.9K
+ 4.12%
$79.56 - $82.92 $2.78M - $2.9M
884K $73.3M
PANW
Palo Alto Networks Inc

Technology
18.2K
+ 725.48%
$152.44 - $204.64 $2.78M - $3.73M
20.7K $4.24M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
55.5K
+ 251.5%
$50.08 - $63.14 $2.78M - $3.51M
77.6K $4.9M
MUB
Ishares National Muni Bond ETF

ETFs
34K
+ 32.83%
$102.31 - $105.8 $3.47M - $3.59M
137K $14.4M
NFLX
Netflix Inc

Communication Services
233
+ 3.35%
$855.86 - $1339.13 $199K - $312K
7.19K $9.63M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
33.3K
+ 112.63%
$85.42 - $94.39 $2.84M - $3.14M
62.8K $5.9M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
78.5K
New
$35.3 - $37.51 $2.77M - $2.94M
78.5K $2.94M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
103K
+ 34.71%
$22.54 - $23.17 $2.32M - $2.39M
400K $9.2M
IDEV
Ishares Core Msci Intl Develop

ETFs
26.1K
+ 808.78%
$61.79 - $76.67 $1.62M - $2M
29.4K $2.23M
VOT
Vanguard Mid Cap Growth Index

ETFs
404
+ 0.91%
$216.28 - $284.39 $87.4K - $115K
44.9K $12.8M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
76.3K
+ 21.24%
$22.7 - $23.33 $1.73M - $1.78M
436K $10.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10.1K
+ 14.68%
$114.78 - $133.31 $1.16M - $1.35M
79.1K $10.5M
EWG
Ishares Msci Germany ETF

ETFs
37.1K
+ 445.13%
$33.22 - $42.57 $1.23M - $1.58M
45.5K $1.92M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
31K
New
$48.46 - $50.2 $1.5M - $1.56M
31K $1.54M
PAVE
Global X Fds Us Infrastructure

ETFs
3.93K
+ 1.68%
$33.78 - $43.68 $133K - $172K
238K $10.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
6.69K
+ 5.48%
$74.88 - $91.97 $501K - $615K
129K $11.8M
EFV
Msci Eafe Value ETF

ETFs
71
+ 0.02%
$52.4 - $64.65 $3.72K - $4.59K
318K $20.2M
DFAX
Dimensional ETF Tr
1.65K
+ 0.42%
$23.37 - $29.39 $38.4K - $48.3K
393K $11.5M
OEF
Ishares S&P 100 ETF

ETFs
4.64K
+ 11.59%
N/A
44.7K $11.9M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
11.5K
+ 7.96%
$100.35 - $100.71 $1.15M - $1.15M
155K $15.6M
WMT
Walmart Inc.

Consumer Defensive
3.12K
+ 3.96%
$81.79 - $99.98 $255K - $312K
81.9K $8.01M
GD
General Dynamics Corp

Industrials
3.65K
+ 477.52%
$247.68 - $291.66 $905K - $1.07M
4.42K $1.29M
COST
Costco Wholesale Corp

Consumer Defensive
143
+ 0.68%
$908.13 - $1056.85 $130K - $151K
21.3K $21.1M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
14.4K
New
$59.98 - $74.92 $863K - $1.08M
14.4K $1.07M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
10.2K
+ 23.87%
$100.04 - $100.54 $1.02M - $1.03M
53.1K $5.34M
VTV
Vanguard Value ETF

ETFs
1.07K
+ 0.8%
$153.67 - $176.74 $164K - $189K
134K $23.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
12.1K
+ 57.42%
$55.54 - $69.09 $672K - $835K
33.2K $2.29M
BNDX
Vanguard Total International B

ETFs
19.2K
+ 74.19%
$48.77 - $49.55 $936K - $951K
45.1K $2.23M
Activity Summary
Buys All Purchases 224 New Holdings 48 Increased Positions 176 Sells All Sells 261 Reductions 261 Sold out 0 Options Calls 0 Puts 6
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