Robertson Stephens Wealth Management, LLC Incresed Positions 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
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
COST
Costco Wholesale Corp

Consumer Defensive
7.75K
+ 57.87%
$890.62 - $1076.86 $6.9M - $8.34M
21.1K $20M
XLP
Consumer Staples Sector Spdr

ETFs
62.2K
+ 223.75%
N/A
90K $6.85M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
132K
+ 153.07%
$24.11 - $28.41 $3.19M - $3.75M
218K $6.21M
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
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
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
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
LLY
Eli Lilly & CO

Healthcare
484
+ 8.81%
$725.72 - $929.72 $351K - $450K
5.98K $4.93M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
22.2K
+ 6.58%
$22.61 - $23.14 $501K - $513K
359K $8.31M
JNK
Spdr Bloomberg High Yield Bond

ETFs
6.07K
+ 287.3%
$94.86 - $97.12 $575K - $589K
8.18K $778K
ISRG
Intuitive Surgical Inc

Healthcare
1.21K
+ 139.93%
$476.63 - $610.45 $576K - $738K
2.07K $1.03M
VTV
Vanguard Value ETF

ETFs
2.03K
+ 1.55%
$167.73 - $179.21 $341K - $365K
133K $22.7M
MAR
Marriott International Inc

Consumer Cyclical
2.59K
+ 146.03%
$237.01 - $304.45 $614K - $789K
4.37K $1.04M
IEF
Ishares Barclays

ETFs
967
+ 0.74%
$91.17 - $95.39 $88.2K - $92.2K
132K $12.6M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
5.53K
+ 4.14%
$22.91 - $25.71 $127K - $142K
139K $3.54M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.34K
+ 1.27%
$49.67 - $51.43 $166K - $172K
266K $13.6M
SPTL
Spdr Portfolio Long Term Treas

ETFs
8.71K
+ 5.6%
$25.54 - $27.64 $223K - $241K
164K $4.44M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
9.86K
+ 108.83%
$38.41 - $44.06 $379K - $434K
18.9K $738K
EEM
Ishares Msci Emerging Markets

ETFs
5.58K
+ 10.09%
$40.81 - $45.34 $228K - $253K
60.9K $2.66M
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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