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
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.26K
+ 36.45%
$69.8 - $85.28 $88K - $108K
4.72K $391K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
150
+ 3.54%
$60.61 - $87.72 $9.09K - $13.2K
4.39K $372K
AVUS
American Centy ETF Tr Avantis

ETFs
33
+ 0.3%
$81.38 - $100.82 $2.69K - $3.33K
10.9K $1.1M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
78
+ 0.46%
$50.27 - $62.05 $3.92K - $4.84K
17.2K $1.06M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
136
+ 0.87%
$71.28 - $83.74 $9.69K - $11.4K
15.8K $1.32M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
363
+ 0.56%
$36.25 - $42.28 $13.2K - $15.3K
64.7K $2.73M
FBT
First Trust Nyse Arca Biotechn

ETFs
576
+ 18.57%
$145.67 - $165.99 $83.9K - $95.6K
3.68K $593K
BE
Bloom Energy Corp

Industrials
1K
+ 7.43%
$16.32 - $23.92 $16.3K - $23.9K
14.5K $345K
IWD
Ishares Russell 1000 Val ETF

ETFs
204
+ 5.36%
$166.82 - $194.23 $34K - $39.6K
4.01K $778K
ACWI
Ishares Msci Acwi ETF

ETFs
216
+ 6.3%
$103.59 - $128.6 $22.4K - $27.8K
3.64K $468K
LUMN
Lumen Technologies, Inc.

Communication Services
15K
New
$3.07 - $4.51 $46.1K - $67.7K
15K $65K
IFN
India Fund Inc

Financial Services
2.5K
+ 8.82%
$13.8 - $16.82 $34.5K - $42.1K
30.9K $509K
URTH
Ishares Msci World ETF

ETFs
25
+ 0.77%
$136.3 - $169.38 $3.41K - $4.23K
3.27K $554K
KEYS
Keysight Technologies, Inc.

Technology
196
+ 11.82%
$127.02 - $165.4 $24.9K - $32.4K
1.85K $303K
DFAS
Dimensional ETF Tr U S Small C

ETFs
353
+ 4.56%
$52.31 - $63.72 $18.5K - $22.5K
8.09K $515K
ADP
Automatic Data Processing Inc

Industrials
147
+ 6.97%
$276.76 - $326.81 $40.7K - $48K
2.26K $695K
F
Ford Motor CO

Consumer Cyclical
530
+ 1.25%
$8.69 - $10.85 $4.61K - $5.75K
42.8K $464K
ITW
Illinois Tool Works Inc

Industrials
149
+ 6.36%
$218.41 - $252.43 $32.5K - $37.6K
2.49K $616K
VZ
Verizon Communications Inc

Communication Services
1.29K
+ 11.68%
$41.67 - $45.62 $53.7K - $58.8K
12.3K $532K
NSC
Norfolk Southern Corp

Industrials
35
+ 3.0%
$206.34 - $257.46 $7.22K - $9.01K
1.2K $307K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2
+ 0.14%
$134.25 - $172.52 $269 - $345
1.47K $252K
IWS
Ishares Russell Midcap Value E

ETFs
7
+ 0.16%
$110.58 - $132.14 $774 - $925
4.5K $594K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.11K
+ 10.87%
$25.04 - $25.18 $27.7K - $27.8K
11.3K $284K
BBAX
J P Morgan Betabuilders Develo

ETFs
3
+ 0.07%
$42.69 - $54.65 $128 - $164
4.51K $245K
NMRK
Newmark Group, Inc.

Real Estate
2.52K
+ 0.78%
$10.09 - $12.35 $25.4K - $31.1K
327K $3.97M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.02%
$103.88 - $123.68 $104 - $124
5.49K $677K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
441
+ 3.26%
$50.36 - $50.68 $22.2K - $22.3K
14K $708K
FAST
Fastenal CO

Industrials
3.55K
+ 98.07%
$40.65 - $83.16 $144K - $295K
7.17K $301K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.92K
+ 4.55%
$24.32 - $27.87 $168K - $193K
159K $4.21M
CME
Cme Group Inc.

Financial Services
23
+ 2.11%
$252.37 - $290.71 $5.8K - $6.69K
1.11K $306K
LYG
Lloyds Banking Group PLC

Financial Services
1.77K
+ 16.35%
$3.32 - $4.29 $5.88K - $7.6K
12.6K $53K
MSCI
Msci Inc.

Financial Services
4
+ 0.69%
$506.56 - $576.74 $2.03K - $2.31K
582 $335K
TRV
Travelers Companies, Inc.

Financial Services
8
+ 0.54%
$233.83 - $276.34 $1.87K - $2.21K
1.48K $395K
DVY
Ishares Tr

ETFs
37
+ 0.28%
$118.37 - $134.86 $4.38K - $4.99K
13K $1.73M
PEG
Public Service Enterprise Group Inc

Utilities
6
+ 0.24%
$77.13 - $84.18 $463 - $505
2.46K $207K
DUK
Duke Energy Corp

Utilities
130
+ 4.76%
$112.46 - $124.05 $14.6K - $16.1K
2.86K $337K
FISV
Fiserv Inc

Technology
40
+ 0.19%
N/A
21K $2.63M
RC
Ready Capital Corp

Real Estate
7.25K
+ 18.63%
$4.13 - $5.15 $29.9K - $37.3K
46.1K $201K
HRB
H&R Block Inc

Consumer Cyclical
38
+ 0.66%
$54.32 - $63.04 $2.06K - $2.4K
5.78K $317K
SQ
Block, Inc.

Technology
21
+ 0.48%
N/A
4.38K $250K
ESS
Essex Property Trust, Inc.

Real Estate
3
+ 0.39%
N/A
770 $210K
Blackrock ETF Trust Ii
2.23K
+ 18.33%
N/A
14.4K $0
Brookfield Corp
3.36K
New
N/A
3.36K $0
Arm Holdings PLC
700
+ 20.29%
N/A
4.15K $0
Ishares Tr
8.14K
+ 13.5%
N/A
68.5K $0
CECE
Ceco Environmental Corp

Industrials
12.4K
New
N/A
12.4K $0
Vanguard Malvern Fds
5.63K
New
N/A
5.63K $0
J P Morgan Exchange Traded F
15.1K
New
N/A
15.1K $0
First Tr Exchng Traded Fd Vi
5.78K
New
N/A
5.78K $0
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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