Robertson Stephens Wealth Management, LLC Reduced Holdings in Q2 2025

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
-193K
- 39.71%
$58.63 - $59.9 $11.3M - $11.6M
293K $17.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-441K
- 85.96%
$22.27 - $29.21 $9.83M - $12.9M
72.1K $2.11M
IEF
Ishares Barclays

ETFs
-112K
- 84.61%
$93.15 - $96.56 $10.4M - $10.8M
20.4K $1.95M
AAPL
Apple Inc.

Technology
-9.15K
- 2.11%
$172.42 - $223.89 $1.58M - $2.05M
424K $86.9M
XLV
Select Sector Spdr Fund Health

ETFs
-57.2K
- 61.32%
$128.77 - $144.3 $7.37M - $8.25M
36.1K $4.86M
TDIV
First Trust Nasdaq Technology

ETFs
-109K
- 97.61%
$64.41 - $90.17 $7.02M - $9.83M
2.67K $241K
XLK
Technology Sector Spdr

ETFs
-43K
- 40.7%
$179.73 - $253.23 $7.73M - $10.9M
62.7K $15.9M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-65.7K
- 45.6%
$68.13 - $74.77 $4.48M - $4.92M
78.5K $5.71M
VIG
Vanguard Dividend Appreciation

ETFs
-27.4K
- 4.12%
N/A
637K $116M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-97.1K
- 24.87%
$68.32 - $85.57 $6.64M - $8.31M
293K $25.1M
EWS
Ishares Inc Msci Singapore ETF

ETFs
-178K
- 81.85%
$20.22 - $26.35 $3.59M - $4.68M
39.4K $1.02M
IEMG
Ishares Inc

ETFs
-75.7K
- 5.73%
N/A
1.25M $66.8M
GBIL
Goldman Sachs Access Treasury

ETFs
-39.2K
- 17.38%
$99.83 - $100.19 $3.92M - $3.93M
186K $18.7M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-134K
- 42.15%
$24.96 - $25.5 $3.35M - $3.43M
184K $4.7M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-119K
- 54.34%
$26.18 - $30.91 $3.11M - $3.67M
99.7K $3M
GLD
Spdr Gold Trust

ETFs
-13.1K
- 24.59%
$273.71 - $316.29 $3.57M - $4.13M
40K $12.2M
TCHP
T Rowe Price Exchange Traded F

Technology
-83K
- 86.26%
$34.07 - $45.35 $2.83M - $3.77M
13.2K $600K
IVW
Ishares S&P 500 Growth ETF

ETFs
-50K
- 34.98%
$82.96 - $110.1 $4.14M - $5.5M
92.9K $10.2M
XLP
Consumer Staples Sector Spdr

ETFs
-35.5K
- 39.44%
N/A
54.5K $4.15M
IWM
Ishares Russell 2000 ETF

ETFs
-14.1K
- 28.41%
$174.82 - $215.79 $2.47M - $3.05M
35.6K $7.68M
VGSH
Vanguard

ETFs
-37.4K
- 30.15%
$58.32 - $58.95 $2.18M - $2.21M
86.7K $5.1M
UNH
Unitedhealth Group Inc

Healthcare
-1.34K
- 17.77%
$274.35 - $599.47 $368K - $804K
6.2K $1.94M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-109K
- 44.28%
$16.93 - $17.81 $1.85M - $1.95M
138K $2.45M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-36.8K
- 32.62%
$48.13 - $49.85 $1.77M - $1.83M
76K $3.73M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-30.9K
- 38.02%
$50.48 - $50.71 $1.56M - $1.57M
50.3K $2.55M
PFF
Ishares Trust Ishares Pfd And

ETFs
-40.8K
- 8.32%
$29.0 - $30.68 $1.18M - $1.25M
450K $13.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-3.23K
- 40.73%
$376.48 - $440.65 $1.22M - $1.42M
4.7K $2.07M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-26.1K
- 9.79%
$49.73 - $51.44 $1.3M - $1.34M
240K $12.4M
MRK
Merck & Co., Inc.

Healthcare
-9.61K
- 27.11%
$73.47 - $87.12 $706K - $837K
25.8K $2.05M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-24K
- 42.14%
$44.68 - $45.96 $1.07M - $1.1M
33K $1.51M
OMF
One Main Holdings, Inc.

Financial Services
-24.1K
- 60.95%
$40.42 - $57.0 $974K - $1.37M
15.4K $880K
TJX
Tjx Companies Inc

Consumer Cyclical
-8.26K
- 62.95%
$119.13 - $135.03 $983K - $1.11M
4.86K $599K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-19.7K
- 39.51%
$49.79 - $50.75 $983K - $1M
30.2K $1.53M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-3.89K
- 50.32%
$273.67 - $366.17 $1.07M - $1.43M
3.84K $1.41M
COIN
Coinbase Global, Inc.

Technology
-6.98K
- 76.61%
$151.47 - $375.07 $1.06M - $2.62M
2.13K $746K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-528
- 8.24%
$390.26 - $489.06 $206K - $258K
5.88K $2.38M
VHT
Vanguard Health Care ETF

ETFs
-1.94K
- 9.0%
$236.71 - $261.92 $460K - $509K
19.6K $4.87M
ABBV
Abb Vie Inc.

Healthcare
-421
- 1.41%
$170.16 - $206.27 $71.6K - $86.8K
29.4K $5.46M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-8.41K
- 6.41%
N/A
123K $10.5M
UL
Unilever PLC

Consumer Defensive
-11.7K
- 68.97%
$57.9 - $65.43 $678K - $767K
5.27K $322K
ISRG
Intuitive Surgical Inc

Healthcare
-1.34K
- 64.5%
$451.58 - $565.94 $604K - $757K
736 $399K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-6.43K
- 33.51%
$83.97 - $92.85 $540K - $597K
12.8K $1.13M
IVE
Ishares S&P 500 Value ETF

ETFs
-4.31K
- 9.38%
$168.34 - $195.42 $726K - $843K
41.7K $8.15M
HD
Home Depot, Inc.

Consumer Cyclical
-1.69K
- 8.25%
$335.24 - $380.78 $568K - $645K
18.8K $6.9M
MAR
Marriott International Inc

Consumer Cyclical
-2.8K
- 64.16%
$211.12 - $274.14 $592K - $768K
1.57K $427K
IXUS
Ishares Tr

ETFs
-12.7K
- 23.96%
$62.37 - $77.63 $794K - $988K
40.4K $3.12M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-15.6K
- 19.73%
$58.41 - $72.69 $912K - $1.13M
63.5K $4.62M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-24.9K
- 10.58%
$22.68 - $23.28 $564K - $579K
210K $4.88M
JNJ
Johnson & Johnson

Healthcare
-1.21K
- 4.65%
$146.36 - $159.82 $177K - $193K
24.7K $3.78M
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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