Robertson Stephens Wealth Management, LLC Incresed Positions in Q2 2025

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
4.59K
+ 9.79%
$65.04 - $82.18 $299K - $378K
51.5K $4.24M
HEZU
Ishares Currency Hedged Msci E

ETFs
8.69K
+ 4.88%
$34.68 - $41.63 $302K - $362K
187K $7.67M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.08K
+ 49.43%
$224.16 - $285.86 $465K - $593K
6.27K $1.79M
LLY
Eli Lilly & CO

Healthcare
1.28K
+ 21.39%
$713.71 - $898.95 $912K - $1.15M
7.25K $5.65M
IBM
International Business Machines Corp

Technology
252
+ 1.84%
$221.03 - $294.78 $55.7K - $74.3K
13.9K $4.1M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
28.9K
+ 10.75%
$21.57 - $21.99 $622K - $634K
297K $6.52M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
275
+ 0.71%
$27.82 - $46.45 $7.65K - $12.8K
39K $1.81M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
14K
+ 10.04%
$23.14 - $27.82 $323K - $388K
153K $4.18M
EMR
Emerson Electric CO

Industrials
3.66K
+ 70.46%
$94.15 - $133.33 $344K - $487K
8.84K $1.18M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
113
+ 1.32%
$179.95 - $278.88 $20.3K - $31.5K
8.69K $2.42M
EMGF
Ishares Msci Emerging Markets

ETFs
8.43K
+ 42.59%
$41.37 - $52.07 $349K - $439K
28.2K $1.47M
AXP
American Express CO

Financial Services
370
+ 4.4%
$231.39 - $318.98 $85.6K - $118K
8.77K $2.8M
UNP
Union Pacific Corp

Industrials
2.52K
+ 31.12%
$208.27 - $238.46 $526K - $602K
10.6K $2.45M
XLY
Select Sector Spdr Consumer Di

ETFs
665
+ 3.52%
$176.34 - $218.59 $117K - $145K
19.6K $4.25M
MCO
Moodys Corp

Financial Services
864
+ 49.97%
$396.7 - $501.59 $343K - $433K
2.59K $1.3M
KO
Coca Cola CO

Consumer Defensive
6.7K
+ 54.33%
$68.37 - $73.9 $458K - $495K
19K $1.35M
MRC
Mrc Global Inc.

Energy
17.4K
+ 20.26%
$9.46 - $14.89 $165K - $259K
103K $1.42M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.32K
+ 26.54%
$97.29 - $105.63 $420K - $456K
20.6K $2.09M
ORCL
Oracle Corp

Technology
94
+ 1.94%
$122.82 - $218.63 $11.5K - $20.6K
4.93K $1.08M
IEV
Ishares Tr Europe ETF

ETFs
3.45K
+ 11.63%
$51.8 - $64.59 $179K - $223K
33.1K $2.1M
BKNG
Booking Holdings Inc.

Consumer Cyclical
19
+ 8.96%
$4164.15 - $5789.24 $79.1K - $110K
231 $1.34M
NG
Novagold Resources Inc

Basic Materials
1.87K
+ 0.65%
$2.28 - $4.98 $4.26K - $9.3K
289K $1.18M
EEM
Ishares Msci Emerging Markets

ETFs
1.35K
+ 2.22%
$38.52 - $48.28 $52K - $65.2K
62.3K $3M
OUNZ
Van Eck Merk Gold Trust

ETFs
8.88K
+ 36.8%
$28.68 - $33.09 $255K - $294K
33K $1.05M
LVHI
Franklin International Low Vol

ETFs
9.7K
+ 94.12%
$28.91 - $33.28 $280K - $323K
20K $651K
V
Visa Inc.

Financial Services
513
+ 1.88%
$308.27 - $373.31 $158K - $192K
27.8K $9.87M
ABT
Abbott Laboratories

Healthcare
1.69K
+ 8.07%
$123.95 - $138.08 $210K - $234K
22.7K $3.08M
BX
Blackstone Inc.

Financial Services
1.54K
+ 27.35%
$120.07 - $151.11 $185K - $233K
7.17K $1.07M
VIS
Vanguard Industrial ETF

ETFs
4
+ 0.05%
$220.04 - $280.07 $880 - $1.12K
8.39K $2.35M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
4.7K
+ 9.52%
$26.69 - $33.44 $125K - $157K
54.1K $1.78M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
15.7K
+ 7.21%
$18.11 - $18.97 $284K - $297K
233K $4.39M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.96K
+ 17.59%
$82.21 - $83.12 $243K - $246K
19.8K $1.64M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.05K
+ 16.29%
$54.27 - $63.01 $165K - $192K
21.8K $1.36M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
224
+ 4.79%
$180.84 - $240.32 $40.5K - $53.8K
4.9K $1.18M
ECL
Ecolab Inc.

Basic Materials
547
+ 10.34%
$225.65 - $270.95 $123K - $148K
5.84K $1.57M
CRWD
Crowd Strike Holdings, Inc.

Technology
123
+ 11.74%
$321.63 - $509.31 $39.6K - $62.6K
1.17K $596K
EWC
Ishares Msci Canada ETF

ETFs
450
+ 1.32%
$37.17 - $46.2 $16.7K - $20.8K
34.6K $1.6M
SHOP
Shopify Inc.

Technology
2
+ 0.02%
$76.89 - $115.35 $154 - $231
10.4K $1.2M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
1.67K
+ 16.61%
$53.5 - $71.62 $89.1K - $119K
11.7K $837K
EMB
Ishares Tr

ETFs
1.74K
+ 8.36%
$86.54 - $92.62 $151K - $161K
22.6K $2.09M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.71K
+ 13.86%
$72.02 - $73.82 $195K - $200K
22.3K $1.64M
GENI
Genius Sports LTD

Communication Services
11.6K
+ 5.76%
$8.67 - $11.05 $101K - $128K
213K $2.22M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
389
+ 3.69%
$108.06 - $135.3 $42K - $52.6K
10.9K $1.48M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.82K
+ 5.0%
$45.12 - $46.23 $172K - $177K
80.3K $3.71M
SCHW
Schwab Charles Corp

Financial Services
384
+ 3.49%
$69.06 - $91.24 $26.5K - $35K
11.4K $1.04M
WEC
Wec Energy Group, Inc.

Utilities
1.86K
+ 52.77%
$102.24 - $109.76 $190K - $204K
5.37K $559K
PFE
Pfizer Inc

Healthcare
7.96K
+ 33.03%
$21.59 - $24.84 $172K - $198K
32.1K $777K
EPP
Ishares Inc

ETFs
569
+ 2.2%
$38.85 - $49.83 $22.1K - $28.4K
26.4K $1.3M
UBER
Uber Technologies, Inc

Technology
871
+ 21.99%
$64.62 - $93.3 $56.3K - $81.3K
4.83K $450K
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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