Robertson Stephens Wealth Management, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.75 Billion distributed in 557 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $200M, App Lovin Corp with a value of $133M, Ishares Core S&P 500 ETF with a value of $131M, Apple Inc. with a value of $108M, and Vanguard Dividend Appreciation with a value of $107M.
Examining the 13F form we can see an increase of $47.9M in the current position value, from $2.7B to 2.75B.
Robertson Stephens Wealth Management, LLC is based out at San Francisco, CA
Below you can find more details about Robertson Stephens Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.75 Billion
ETFs: $1.97 Billion
Technology: $357 Million
Financial Services: $106 Million
Consumer Cyclical: $70.6 Million
Communication Services: $59.1 Million
Industrials: $46.6 Million
Healthcare: $41.8 Million
Consumer Defensive: $37.2 Million
Other: $45.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
