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
Te Connectivity PLC
192
+ 3.96%
N/A
5.04K $0
Lam Research Corp
16
+ 0.06%
N/A
28.9K $0
Bgc Group Inc
5.79K
+ 0.38%
N/A
1.54M $0
Arm Holdings PLC
3.45K
New
N/A
3.45K $0
T Rowe Price ETF Inc
6.58K
+ 9.88%
N/A
73.2K $0
Lithium Argentina Ag
26K
New
N/A
26K $0
Blackrock ETF Trust
24.7K
New
N/A
24.7K $0
Blackrock ETF Trust Ii
393
+ 2.14%
N/A
18.7K $0
Blackrock ETF Trust Ii
12.2K
New
N/A
12.2K $0
BBAX
J P Morgan Betabuilders Develo

ETFs
2
+ 0.04%
$48.21 - $51.59 $96.4 - $103
4.51K $219K
FCX
Freeport Mcmoran Inc

Basic Materials
33
+ 0.54%
$34.5 - $43.01 $1.14K - $1.42K
6.15K $232K
Globalstar Inc
161K
New
N/A
161K $0
Proshares Tr
69.5K
New
N/A
69.5K $0
VV
Vanguard Large Cap ETF

ETFs
113
+ 4.93%
$253.32 - $282.66 $28.6K - $31.9K
2.41K $614K
PH
Parker Hannifin Corp

Industrials
45
+ 3.95%
$591.65 - $707.05 $26.6K - $31.8K
1.19K $720K
BA
Boeing CO

Industrials
500
+ 3.56%
$148.15 - $186.25 $74.1K - $93.1K
14.5K $2.48M
IWS
Ishares Russell Midcap Value E

ETFs
6
+ 0.13%
$122.59 - $135.24 $736 - $811
4.49K $565K
GIS
General Mills Inc

Consumer Defensive
99
+ 1.68%
$57.56 - $65.3 $5.7K - $6.46K
6K $358K
PPG
Ppg Industries Inc

Basic Materials
35
+ 1.57%
$107.44 - $124.29 $3.76K - $4.35K
2.27K $248K
GS
Goldman Sachs Group Inc

Financial Services
13
+ 1.28%
$524.81 - $672.19 $6.82K - $8.74K
1.03K $561K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.46K
+ 3.19%
$21.75 - $24.28 $31.7K - $35.4K
47.2K $1.04M
PFF
Ishares Trust Ishares Pfd And

ETFs
10.3K
+ 2.13%
$30.73 - $32.26 $315K - $331K
491K $15.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
61
+ 1.96%
$192.82 - $222.1 $11.8K - $13.5K
3.17K $611K
AVUS
American Centy ETF Tr Avantis

ETFs
33
+ 0.3%
$90.7 - $101.57 $2.99K - $3.35K
10.9K $1.01M
UPS
United Parcel Service Inc

Industrials
262
+ 4.84%
$109.66 - $136.26 $28.7K - $35.7K
5.67K $623K
BX
Blackstone Inc.

Financial Services
724
+ 14.76%
$136.53 - $186.74 $98.8K - $135K
5.63K $786K
NG
Novagold Resources Inc

Basic Materials
16.7K
+ 6.17%
$2.92 - $3.57 $48.7K - $59.6K
287K $838K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
25
+ 0.55%
$221.78 - $273.45 $5.54K - $6.84K
4.53K $1.03M
MRC
Mrc Global Inc.

Energy
230
+ 0.27%
$11.11 - $15.27 $2.56K - $3.51K
85.9K $985K
SQ
Block, Inc.

Technology
107
+ 2.52%
$54.04 - $92.95 $5.78K - $9.95K
4.36K $249K
TGT
Target Corp

Consumer Defensive
365
+ 6.98%
$103.65 - $142.5 $37.8K - $52K
5.59K $583K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.19K
+ 2.74%
$237.72 - $276.98 $282K - $328K
44.5K $10.9M
NMRK
Newmark Group, Inc.

Real Estate
5.02K
+ 1.57%
$11.84 - $14.69 $59.5K - $73.8K
324K $3.95M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
53
+ 0.83%
$161.27 - $192.3 $8.55K - $10.2K
6.47K $1.04M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.13K
+ 3.21%
$21.23 - $23.75 $172K - $193K
261K $5.6M
QS
Quantum Scape Corp

Consumer Cyclical
27
+ 0.02%
$4.15 - $6.58 $112 - $178
180K $747K
TDIV
First Trust Nasdaq Technology

ETFs
4.47K
+ 4.17%
$73.39 - $83.95 $328K - $375K
112K $8.22M
IYW
Ishares Dj Us Tech ETF

ETFs
443
+ 3.17%
$140.44 - $166.79 $62.2K - $73.9K
14.4K $2.03M
QUAL
Ishares Msci Usa Quality Facto

ETFs
289
+ 0.8%
$168.16 - $186.21 $48.6K - $53.8K
36.3K $6.2M
PAVE
Global X Fds Us Infrastructure

ETFs
8.73K
+ 3.88%
$37.31 - $43.82 $326K - $382K
234K $8.81M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.8K
+ 1.47%
$59.61 - $66.71 $107K - $120K
124K $7.53M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.28K
+ 4.03%
$57.21 - $65.8 $474K - $545K
214K $12.5M
IWM
Ishares Russell 2000 ETF

ETFs
2.67K
+ 5.67%
$198.1 - $229.79 $529K - $614K
49.7K $9.92M
BBUS
J P Morgan Exchg Traded Fd

ETFs
8.43K
+ 3.16%
$99.5 - $110.97 $839K - $936K
276K $27.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
607
+ 2.33%
$247.97 - $296.33 $151K - $180K
26.7K $6.74M
TROW
Price T Rowe Group Inc

Financial Services
257
+ 0.51%
$91.57 - $116.93 $23.5K - $30.1K
51K $4.68M
VTI
Vanguard Total Stock Market Et

ETFs
4.4K
+ 3.11%
$271.18 - $303.12 $1.19M - $1.33M
146K $39.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
33
+ 0.04%
$302.31 - $337.54 $9.98K - $11.1K
88.1K $26.9M
UUUU
Energy Fuels Inc

Energy
157K
+ 9.91%
$3.73 - $5.88 $584K - $920K
1.74M $6.48M
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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