Robertson Stephens Wealth Management, LLC New Holdings in Q1 2025

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
225K
New
$63.07 - $73.5 $14.2M - $16.6M
225K $16M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
297K
New
$22.25 - $23.0 $6.61M - $6.83M
297K $6.81M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
84.2K
New
$55.23 - $64.6 $4.65M - $5.44M
84.2K $5.21M
VNM
Vaneck Vietnam ETF

ETFs
374K
New
$11.13 - $12.76 $4.17M - $4.78M
374K $4.63M
X
United States Steel Corp

Basic Materials
103K
New
$30.47 - $43.0 $3.15M - $4.45M
103K $4.37M
AA
Alcoa Corp

Basic Materials
132K
New
$30.5 - $39.53 $4.04M - $5.24M
132K $4.04M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
30.6K
New
$114.57 - $118.14 $3.5M - $3.61M
30.6K $3.61M
RWM
Proshares Short Russell2000

ETFs
107K
New
$18.05 - $21.08 $1.94M - $2.26M
107K $2.21M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
58.4K
New
$22.45 - $26.94 $1.31M - $1.57M
58.4K $1.51M
BNDX
Vanguard Total International B

ETFs
25.9K
New
$48.33 - $49.5 $1.25M - $1.28M
25.9K $1.26M
OUNZ
Van Eck Merk Gold Trust

ETFs
24.1K
New
$25.41 - $30.14 $613K - $727K
24.1K $727K
VONV
Vanguard Russell 1000 Value Et

ETFs
7.39K
New
$80.21 - $86.14 $593K - $637K
7.39K $604K
OGE
Oge Energy Corp.

Utilities
10.3K
New
$39.76 - $46.32 $410K - $477K
10.3K $473K
OKE
Oneok Inc

Energy
4.08K
New
$89.57 - $109.85 $366K - $449K
4.08K $405K
BXSL
Blackstone Secured Lending Fund

Financial Services
12.1K
New
$31.3 - $34.5 $379K - $417K
12.1K $391K
INDI
Indie Semiconductor, Inc.

Technology
186K
New
$2.04 - $4.66 $380K - $868K
186K $379K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.45K
New
$208.48 - $244.03 $303K - $355K
1.45K $354K
SPYG
Spdr Portfolio

ETFs
4.33K
New
$80.05 - $92.39 $347K - $400K
4.33K $346K
ORCC
Owl Rock Capital Corp

Financial Services
25.8K
New
N/A
25.8K $345K
LVHI
Franklin International Low Vol

ETFs
10.3K
New
$30.53 - $32.85 $315K - $339K
10.3K $333K
FXI
Ishares Tr

ETFs
9.19K
New
$28.65 - $38.55 $263K - $354K
9.19K $329K
EWG
Ishares Msci Germany ETF

ETFs
8.34K
New
$31.57 - $39.31 $263K - $328K
8.34K $309K
EQT
Eqt Corp

Energy
5.22K
New
$46.16 - $54.25 $241K - $283K
5.22K $278K
KEYS
Keysight Technologies, Inc.

Technology
1.66K
New
$148.16 - $185.11 $246K - $307K
1.66K $248K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
9.29K
New
$26.53 - $29.63 $246K - $275K
9.29K $248K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.9K
New
$49.22 - $51.73 $241K - $253K
4.9K $247K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
8.56K
New
$28.55 - $29.09 $244K - $249K
8.56K $246K
BP
Bp PLC

Energy
6.63K
New
$29.93 - $35.31 $198K - $234K
6.63K $223K
AVDV
American Centy ETF Tr Avantis

ETFs
3.14K
New
$63.74 - $71.96 $200K - $226K
3.14K $218K
WELL
Welltower Inc.

Real Estate
1.43K
New
$124.05 - $156.86 $177K - $224K
1.43K $218K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
12.3K
New
$17.66 - $18.84 $217K - $231K
12.3K $216K
AEP
American Electric Power CO Inc

Utilities
1.87K
New
$90.32 - $109.27 $169K - $205K
1.87K $204K
ITM
Vaneck Intermediate Muni ETF

ETFs
4.46K
New
$45.21 - $46.67 $202K - $208K
4.46K $202K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
12.4K
New
$13.21 - $14.63 $164K - $181K
12.4K $163K
Proshares Tr
69.5K
New
N/A
69.5K $0
Lithium Argentina Ag
26K
New
N/A
26K $0
Arm Holdings PLC
3.45K
New
N/A
3.45K $0
Blackrock ETF Trust
24.7K
New
N/A
24.7K $0
Innovex International Inc
59.2K
New
N/A
59.2K $0
Globalstar Inc
161K
New
N/A
161K $0
Blackrock ETF Trust Ii
12.2K
New
N/A
12.2K $0
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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