Robertson Stephens Wealth Management, LLC Options Holdings

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
CALL
$14.2 Million
58.6K
Q4 2024
Reduced 66.24%
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$820,000
1.4K
Q4 2024
Added 55.56%
TWLO
Twilio Inc

Communication Services
PUT
$670,000
6.2K
Q4 2024
Reduced 4.62%

Summary

  • Portfolio
  • No. of Stocks 557
  • Current Value $2.75 Billion
  • Prior Value $2.7 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 34 stocks
  • Additional Purchases 242 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 233 stocks
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