Robertson Stephens Wealth Management, LLC Incresed Positions in Q3 2025

Robertson Stephens Wealth Management, LLC

  • $3.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VFH
Vanguard Financial ETF

ETFs
1.12K
+ 1.9%
$125.23 - $132.78 $140K - $148K
60K $7.87M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
15K
+ 12.73%
$23.53 - $23.89 $353K - $359K
133K $3.17M
BX
Blackstone Inc.

Financial Services
1.3K
+ 18.15%
$152.77 - $188.68 $199K - $245K
8.47K $1.45M
KO
Coca Cola CO

Consumer Defensive
5.62K
+ 29.53%
$65.67 - $71.67 $369K - $403K
24.7K $1.63M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.05K
+ 16.27%
$49.09 - $50.58 $248K - $255K
36.1K $1.82M
RDVY
First Trust Rising Dividend Ac

ETFs
3.9K
+ 98.23%
$62.38 - $67.29 $243K - $262K
7.86K $528K
TJX
Tjx Companies Inc

Consumer Cyclical
1.21K
+ 24.99%
$121.35 - $144.54 $147K - $175K
6.07K $877K
CVX
Chevron Corp

Energy
57
+ 0.28%
$145.57 - $161.83 $8.3K - $9.22K
20.6K $3.2M
MSI
Motorola Solutions, Inc.

Technology
500
+ 74.18%
$408.73 - $490.3 $204K - $245K
1.17K $536K
PG
Procter & Gamble CO

Consumer Defensive
2.18K
+ 14.73%
$150.47 - $161.22 $328K - $351K
17K $2.61M
BA
Boeing CO

Industrials
738
+ 5.46%
$209.79 - $237.38 $155K - $175K
14.3K $3.08M
UNP
Union Pacific Corp

Industrials
735
+ 6.91%
$214.91 - $237.16 $158K - $174K
11.4K $2.69M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.33K
+ 28.68%
$96.22 - $98.19 $224K - $229K
10.4K $1.02M
IFN
India Fund Inc

Financial Services
18.2K
+ 58.83%
$14.56 - $16.59 $264K - $301K
49K $717K
ASML
Asml Holding Nv

Technology
165
+ 59.14%
$689.63 - $968.09 $114K - $160K
444 $429K
VO
Vanguard Mid Cap ETF

ETFs
275
+ 3.14%
$279.83 - $293.74 $77K - $80.8K
9.04K $2.65M
PAAS
Pan American Silver Corp

Basic Materials
1.11K
+ 7.16%
$27.02 - $38.81 $30K - $43.1K
16.6K $643K
AMD
Advanced Micro Devices Inc

Technology
453
+ 7.33%
$134.8 - $184.42 $61.1K - $83.5K
6.63K $1.07M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
7.82K
+ 2.63%
$21.68 - $22.04 $170K - $172K
305K $6.7M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.08K
+ 1.69%
N/A
125K $10.7M
CG
Carlyle Group Inc.

Financial Services
1.65K
+ 34.68%
$52.82 - $69.35 $87K - $114K
6.4K $401K
ADI
Analog Devices Inc

Technology
568
+ 29.28%
$220.68 - $255.63 $125K - $145K
2.51K $616K
PEG
Public Service Enterprise Group Inc

Utilities
1.74K
+ 70.73%
$79.99 - $90.14 $139K - $157K
4.21K $350K
MMM
3 M CO

Industrials
798
+ 14.0%
$144.41 - $160.2 $115K - $128K
6.5K $1.01M
TTE
Total Energies Se

Energy
2.03K
+ 24.32%
N/A
10.4K $712K
VIS
Vanguard Industrial ETF

ETFs
3
+ 0.04%
$281.0 - $296.29 $843 - $889
8.39K $2.49M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
689
+ 5.89%
$71.75 - $79.74 $49.4K - $54.9K
12.4K $968K
MCD
Mcdonalds Corp

Consumer Cyclical
54
+ 0.56%
$291.67 - $316.99 $15.8K - $17.1K
9.61K $2.92M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
800
+ 21.66%
$136.48 - $142.97 $109K - $114K
4.49K $629K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.48K
+ 17.76%
$50.47 - $50.74 $125K - $126K
16.5K $835K
FBT
First Trust Nyse Arca Biotechn

ETFs
326
+ 8.87%
$159.46 - $180.52 $52K - $58.8K
4K $717K
EPD
Enterprise Products Partners L.P.

Energy
3.69K
+ 12.13%
$30.74 - $32.14 $113K - $119K
34.1K $1.07M
EWG
Ishares Msci Germany ETF

ETFs
3.68K
+ 8.08%
$40.75 - $43.26 $150K - $159K
49.2K $2.05M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
939
+ 13.15%
$79.76 - $85.78 $74.9K - $80.5K
8.08K $683K
SU
Suncor Energy Inc

Energy
813
+ 4.73%
$37.83 - $43.02 $30.8K - $35K
18K $752K
LOW
Lowes Companies Inc

Consumer Cyclical
126
+ 5.34%
$215.01 - $273.02 $27.1K - $34.4K
2.48K $624K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
337
+ 1.96%
$59.11 - $67.35 $19.9K - $22.7K
17.5K $1.16M
LMT
Lockheed Martin Corp

Industrials
45
+ 2.18%
$410.74 - $499.21 $18.5K - $22.5K
2.11K $1.05M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2.54K
+ 11.66%
$59.29 - $62.87 $150K - $159K
24.3K $1.46M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.01%
$24.46 - $26.5 $73.4 - $79.5
47.2K $1.24M
AVUS
American Centy ETF Tr Avantis

ETFs
27
+ 0.25%
$101.2 - $109.16 $2.73K - $2.95K
11K $1.19M
SCHW
Schwab Charles Corp

Financial Services
397
+ 3.49%
$91.03 - $98.69 $36.1K - $39.2K
11.8K $1.13M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
803
+ 5.93%
$64.17 - $68.19 $51.5K - $54.8K
14.3K $977K
VEU
Vanguard Ftse All World Ex Us

ETFs
2
+ 0.01%
$66.38 - $71.68 $133 - $143
19.2K $1.37M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
552
+ 2.65%
$41.58 - $44.7 $23K - $24.7K
21.3K $935K
VCR
Vanguard Consumer Discretionar

ETFs
3
+ 0.15%
$359.61 - $401.35 $1.08K - $1.2K
2.06K $817K
ABT
Abbott Laboratories

Healthcare
876
+ 3.86%
$120.51 - $136.62 $106K - $120K
23.6K $3.15M
KEYS
Keysight Technologies, Inc.

Technology
283
+ 15.26%
$158.51 - $178.15 $44.9K - $50.4K
2.14K $373K
APO
Apollo Global Management, Inc.

Financial Services
683
+ 25.58%
$131.55 - $156.05 $89.8K - $107K
3.35K $446K
Activity Summary
Buys All Purchases 187 New Holdings 33 Increased Positions 154 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
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