Robertson Stephens Wealth Management, LLC New Holdings in Q2 2025

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HYLB
Xtrackers Usd High Yield Corp

ETFs
410K
New
$34.72 - $36.92 $14.2M - $15.1M
410K $15.1M
SII
Sprott Inc.

Financial Services
138K
New
$39.51 - $69.09 $5.47M - $9.56M
138K $9.56M
COF
Capital One Financial Corp

Financial Services
20K
New
$150.57 - $212.76 $3.01M - $4.25M
20K $4.25M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
78.5K
New
$35.3 - $37.51 $2.77M - $2.94M
78.5K $2.94M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
31K
New
$48.46 - $50.2 $1.5M - $1.56M
31K $1.54M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
14.4K
New
$59.98 - $74.92 $863K - $1.08M
14.4K $1.07M
IDV
Ishares Tr

ETFs
26.4K
New
$27.79 - $34.84 $733K - $919K
26.4K $910K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
13.5K
New
$53.75 - $67.21 $728K - $910K
13.5K $896K
ILCV
Ishares Morningstar Value ETF

ETFs
10K
New
$72.16 - $83.39 $723K - $835K
10K $835K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
16.8K
New
$34.17 - $42.88 $575K - $722K
16.8K $721K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7.14K
New
$65.84 - $80.81 $470K - $577K
7.14K $571K
TT
Trane Technologies PLC

Industrials
1.31K
New
$315.21 - $437.41 $411K - $571K
1.31K $570K
PAAS
Pan American Silver Corp

Basic Materials
15.5K
New
$21.49 - $29.35 $333K - $455K
15.5K $440K
RPG
Invesco Exchange Traded Fd Tr

ETFs
9.12K
New
$33.86 - $45.77 $309K - $417K
9.12K $417K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
5.44K
New
$57.14 - $72.68 $311K - $395K
5.44K $395K
ROK
Rockwell Automation, Inc

Industrials
1.17K
New
$218.97 - $332.17 $256K - $389K
1.17K $388K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
2.78K
New
$106.81 - $136.49 $296K - $379K
2.78K $378K
APO
Apollo Global Management, Inc.

Financial Services
2.67K
New
$108.68 - $145.07 $290K - $387K
2.67K $378K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
10.7K
New
$24.63 - $29.39 $262K - $313K
10.7K $307K
MSI
Motorola Solutions, Inc.

Technology
674
New
$394.72 - $440.39 $266K - $297K
674 $283K
XJR
Ishares Tresg Screened S&P Sma

ETFs
6.99K
New
$32.75 - $39.55 $229K - $277K
6.99K $276K
SUB
Ishares Short Term National Mu

ETFs
2.59K
New
$104.77 - $106.34 $271K - $276K
2.59K $275K
PLTR
Palantir Technologies Inc.

Technology
1.91K
New
$74.01 - $144.25 $141K - $276K
1.91K $260K
AES
Aes Corp

Utilities
24K
New
$9.63 - $12.55 $231K - $301K
24K $252K
RDVY
First Trust Rising Dividend Ac

ETFs
3.97K
New
$51.6 - $62.74 $205K - $249K
3.97K $248K
CG
Carlyle Group Inc.

Financial Services
4.75K
New
$34.78 - $51.4 $165K - $244K
4.75K $244K
MSTR
Microstrategy Inc

Technology
587
New
$237.95 - $421.61 $140K - $247K
587 $237K
NOW
Service Now, Inc.

Technology
230
New
$721.65 - $1040.18 $166K - $239K
230 $236K
LHX
L3 Harris Technologies, Inc.

Industrials
935
New
$200.21 - $256.99 $187K - $240K
935 $234K
IGV
Ishares Expanded Tech Software

ETFs
2.1K
New
$80.15 - $109.5 $169K - $230K
2.1K $230K
UAL
United Airlines Holdings, Inc.

Industrials
2.88K
New
$56.15 - $84.23 $162K - $243K
2.88K $229K
ASML
Asml Holding Nv

Technology
279
New
$595.37 - $815.24 $166K - $227K
279 $223K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
3.72K
New
$47.63 - $60.01 $177K - $223K
3.72K $221K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.9K
New
$57.41 - $74.81 $167K - $217K
2.9K $215K
COLB
Columbia Banking System, Inc.

Financial Services
9.14K
New
$20.71 - $25.63 $189K - $234K
9.14K $213K
EMLP
First Tr Exchange Traded Iv

ETFs
5.66K
New
$33.62 - $37.89 $190K - $214K
5.66K $212K
TTEC
Ttec Holdings, Inc.

Technology
35.9K
New
$3.27 - $5.55 $117K - $199K
35.9K $172K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
13.7K
New
$9.85 - $11.67 $135K - $160K
13.7K $154K
AMPX
Amprius Technologies, Inc.

Industrials
31.1K
New
$2.07 - $4.27 $64.4K - $133K
31.1K $130K
LUMN
Lumen Technologies, Inc.

Communication Services
15K
New
$3.07 - $4.51 $46.1K - $67.7K
15K $65K
Blackrock ETF Trust
9.03K
New
N/A
9.03K $0
CECE
Ceco Environmental Corp

Industrials
12.4K
New
N/A
12.4K $0
First Tr Exchng Traded Fd Vi
5.78K
New
N/A
5.78K $0
Brookfield Corp
3.36K
New
N/A
3.36K $0
Ishares Bitcoin Trust ETF
5.52K
New
N/A
5.52K $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
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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