Robertson Stephens Wealth Management, LLC New Holdings in Q4 2024

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFFA
Etfis Ser Tr I

ETFs
444K
New
$21.82 - $23.21 $9.69M - $10.3M
444K $9.73M
CWB
Spdr Bloomberg Convertible Sec

ETFs
68.5K
New
$76.21 - $82.24 $5.22M - $5.64M
68.5K $5.34M
EWS
Ishares Inc Msci Singapore ETF

ETFs
138K
New
$21.36 - $23.24 $2.95M - $3.21M
138K $3.02M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
86.3K
New
$23.63 - $26.47 $2.04M - $2.28M
86.3K $2.05M
SCHX
Schwab Strategic Tr Us Large C

ETFs
45.7K
New
$22.4 - $68.28 $1.02M - $3.12M
45.7K $1.06M
GE
General Electric CO

Industrials
4.24K
New
$159.95 - $194.23 $678K - $824K
4.24K $707K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
8.3K
New
$79.93 - $88.06 $663K - $731K
8.3K $663K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.06K
New
$81.68 - $82.93 $413K - $420K
5.06K $414K
JBL
Jabil Inc

Technology
2.8K
New
$118.97 - $147.77 $333K - $414K
2.8K $402K
CCK
Crown Holdings Inc

Consumer Cyclical
4.64K
New
$81.89 - $97.79 $380K - $454K
4.64K $383K
CMI
Cummins Inc

Industrials
906
New
$324.93 - $383.42 $294K - $347K
906 $315K
SBAC
Sba Communications Corp

Real Estate
1.55K
New
$198.24 - $249.31 $306K - $385K
1.55K $314K
NRG
Nrg Energy, Inc.

Utilities
3.43K
New
$85.3 - $101.61 $293K - $349K
3.43K $309K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
653
New
$260.53 - $404.79 $170K - $264K
653 $249K
BDX
Becton Dickinson & CO

Healthcare
1.1K
New
$220.02 - $243.75 $242K - $268K
1.1K $249K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.38K
New
$95.27 - $107.82 $227K - $256K
2.38K $245K
EIX
Edison International

Utilities
3.05K
New
$77.93 - $88.36 $237K - $269K
3.05K $243K
CEG
Constellation Energy Corp

Utilities
1.08K
New
$224.28 - $285.52 $242K - $308K
1.08K $242K
MSTR
Microstrategy Inc

Technology
829
New
$162.69 - $473.83 $135K - $393K
829 $240K
UNM
Unum Group

Financial Services
3.19K
New
$58.88 - $77.07 $188K - $246K
3.19K $232K
GUNR
Flexshares Tr Morningstar Glob

ETFs
6.22K
New
$36.15 - $41.9 $225K - $261K
6.22K $226K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
9.7K
New
$19.79 - $21.6 $192K - $210K
9.7K $206K
HE
Hawaiian Electric Industries Inc

Utilities
19.4K
New
$9.12 - $10.98 $177K - $213K
19.4K $188K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
10K
New
$17.93 - $18.8 $180K - $189K
10K $182K
RLMD
Relmada Therapeutics, Inc.

Healthcare
25K
New
$0.35 - $3.65 $8.75K - $91.3K
25K $13K
Lam Research Corp
28.9K
New
N/A
28.9K $0
Goldman Sachs ETF Tr
232K
New
N/A
232K $0
T Rowe Price ETF Inc
80.2K
New
N/A
80.2K $0
Blackrock Inc
3.69K
New
N/A
3.69K $0
Brookfield Corp
4.27K
New
N/A
4.27K $0
QTUM
ETF Ser Solutions Defiance Qua
56.4K
New
N/A
56.4K $0
Rubrik Inc.
6.89K
New
N/A
6.89K $0
Arista Networks Inc
11.2K
New
N/A
11.2K $0
Activity Summary
Buys All Purchases 276 New Holdings 34 Increased Positions 242 Sells All Sells 233 Reductions 233 Sold out 0 Options Calls 2 Puts 1
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email