Robertson Stephens Wealth Management, LLC Options Holdings

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$129 Million
208K
Q2 2025
Added 1.41%
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$128 Million
207K
Q2 2025
Added 1.41%
TWLO
Twilio Inc

Communication Services
PUT
$758,000
6.1K
Q1 2025
Reduced 1.61%
COST
Costco Wholesale Corp

Consumer Defensive
PUT
$197,000
200
Q2 2025
Reduced 93.1%
NVDA
Nvidia Corp

Technology
PUT
$410,000
2.6K
Q2 2025
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
PUT
$43,000
200
Q2 2025
New holding
AVGO
Broadcom Inc.

Technology
PUT
$27,000
100
Q2 2025
New holding
MSFT
Microsoft Corp

Technology
PUT
$49,000
100
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 550
  • Current Value $3.07 Billion
  • Prior Value $2.84 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 48 stocks
  • Additional Purchases 176 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 261 stocks
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