Robertson Stephens Wealth Management, LLC Incresed Positions in Q4 2024

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
204K
+ 53.27%
N/A
587K $107M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
31.6K
+ 9.31%
$521.84 - $558.82 $16.5M - $17.7M
371K $200M
VCIT
Vanguard Intermediate Term Cor

ETFs
207K
+ 33.04%
$80.13 - $83.77 $16.6M - $17.3M
833K $66.9M
XLC
Select Sector Spdr Tr Communic

ETFs
132K
+ 107.35%
$89.66 - $102.16 $11.8M - $13.4M
254K $24.6M
IEMG
Ishares Inc

ETFs
213K
+ 22.13%
N/A
1.17M $63M
AAPL
Apple Inc.

Technology
14.8K
+ 3.57%
$221.69 - $259.02 $3.29M - $3.84M
431K $108M
SCHG
Schwab Strategic Tr Us Large C

ETFs
551K
+ 783.39%
$25.93 - $105.3 $14.3M - $58M
621K $17.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
80.3K
+ 245.87%
$113.92 - $127.38 $9.15M - $10.2M
113K $13M
BBUS
J P Morgan Exchg Traded Fd

ETFs
70.3K
+ 35.72%
$102.46 - $110.17 $7.2M - $7.75M
267K $28.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
92.9K
+ 33.01%
$96.64 - $101.23 $8.97M - $9.4M
374K $36.2M
VEA
Vanguard Ftse Developed Market

ETFs
267K
+ 20.26%
$47.57 - $52.44 $12.7M - $14M
1.58M $75.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.99K
+ 8.52%
$567.81 - $607.81 $4.54M - $4.86M
102K $59.6M
COST
Costco Wholesale Corp

Consumer Defensive
4.76K
+ 55.13%
$873.59 - $994.69 $4.16M - $4.73M
13.4K $12.3M
XLE
Energy Sector Spdr

ETFs
50K
+ 139.28%
$83.32 - $97.27 $4.17M - $4.87M
85.9K $7.36M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
105K
+ 1895.04%
$36.54 - $37.53 $3.85M - $3.96M
111K $4.09M
EMB
Ishares Tr

ETFs
42K
+ 508.77%
$88.94 - $93.46 $3.73M - $3.92M
50.2K $4.47M
IWF
Ishares Russell 1000 Gr ETF

ETFs
895
+ 0.72%
$370.24 - $418.94 $331K - $375K
125K $50.1M
IVV
Ishares Core S&P 500 ETF

ETFs
1.55K
+ 0.7%
$570.51 - $610.59 $884K - $946K
222K $131M
HYG
Ishares Tr

ETFs
44.2K
+ 980.43%
$78.09 - $80.04 $3.45M - $3.54M
48.7K $3.83M
MUB
Ishares National Muni Bond ETF

ETFs
32.6K
+ 64.96%
$105.78 - $108.7 $3.45M - $3.54M
82.7K $8.82M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
61.2K
+ 300.48%
$50.62 - $50.97 $3.1M - $3.12M
81.5K $4.13M
IWR
Ishares Russell Mid Cap ETF

ETFs
31.6K
+ 28.55%
$87.25 - $95.52 $2.76M - $3.02M
142K $12.6M
XLK
Technology Sector Spdr

ETFs
8.42K
+ 6.98%
$220.26 - $241.44 $1.86M - $2.03M
129K $30M
VTI
Vanguard Total Stock Market Et

ETFs
6.27K
+ 4.63%
$280.04 - $302.45 $1.75M - $1.9M
141K $41M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
35.1K
+ 30.68%
$66.77 - $71.52 $2.34M - $2.51M
149K $10.3M
GBIL
Goldman Sachs Access Treasury

ETFs
25.8K
+ 10.56%
$99.85 - $100.22 $2.58M - $2.59M
270K $27M
REIT
Alps ETF Tr

ETFs
92.7K
+ 382.97%
$26.7 - $29.77 $2.48M - $2.76M
117K $3.19M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
22.3K
+ 58.98%
$100.38 - $107.86 $2.24M - $2.4M
60.1K $6.19M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.89K
+ 11.87%
$442.29 - $483.08 $2.6M - $2.84M
55.5K $25.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
30.4K
+ 37.21%
$77.86 - $79.27 $2.37M - $2.41M
112K $8.74M
XLF
Financial Sector Spdr

ETFs
23.5K
+ 6.87%
$44.89 - $51.34 $1.05M - $1.21M
365K $17.6M
TSLA
Tesla, Inc.

Consumer Cyclical
2
+ 0.01%
$213.65 - $479.86 $427 - $960
14.4K $5.83M
GSAT
Globalstar, Inc.

Communication Services
30K
+ 1.34%
$1.03 - $2.29 $30.9K - $68.7K
2.27M $4.7M
MSFT
Microsoft Corp

Technology
6.95K
+ 5.78%
$406.35 - $454.46 $2.83M - $3.16M
127K $53.6M
NVDA
Nvidia Corp

Technology
1.6K
+ 1.37%
$117.0 - $148.88 $188K - $239K
119K $16M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
17K
+ 77.67%
$100.16 - $100.7 $1.7M - $1.71M
38.9K $3.9M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
18K
+ 4.81%
$53.94 - $58.15 $971K - $1.05M
392K $22.1M
LMNR
Limoneira CO

Consumer Defensive
60K
+ 144.78%
$23.92 - $28.91 $1.44M - $1.73M
101K $2.48M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 28.57%
$664750.0 - $724132.5 $1.33M - $1.45M
9 $6.13M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
9.76K
+ 186.05%
$124.61 - $133.96 $1.22M - $1.31M
15K $1.93M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
63.8K
+ 23.35%
$22.71 - $23.47 $1.45M - $1.5M
337K $7.69M
LMT
Lockheed Martin Corp

Industrials
3K
+ 126.34%
$479.66 - $614.62 $1.44M - $1.85M
5.38K $2.61M
VGSH
Vanguard

ETFs
22.3K
+ 26.03%
$58.02 - $58.88 $1.29M - $1.31M
108K $6.27M
DWM
Wisdomtree Tr

ETFs
25.2K
+ 87.58%
$52.54 - $57.11 $1.32M - $1.44M
53.9K $2.84M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.39K
+ 0.78%
$94.43 - $105.47 $131K - $147K
181K $18.3M
CGXU
Capital Group Intl Focus Equit

ETFs
51.7K
+ 92.71%
$24.67 - $26.94 $1.28M - $1.39M
108K $2.65M
QQQ
Invesco Qqq Trust, Series 1

ETFs
484
+ 1.29%
$481.22 - $538.17 $233K - $260K
37.9K $19.4M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.46K
+ 10.31%
$417.69 - $450.94 $1.03M - $1.11M
26.3K $11.2M
WMT
Walmart Inc.

Consumer Defensive
4.45K
+ 7.15%
$79.1 - $95.7 $352K - $426K
66.7K $6.02M
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
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