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
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
20.3K
+ 19.38%
$49.79 - $51.14 $1.01M - $1.04M
125K $6.27M
CAT
Caterpillar Inc

Industrials
3.51K
+ 25.04%
$360.37 - $416.88 $1.27M - $1.46M
17.5K $6.36M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13.8K
+ 7.21%
$61.68 - $67.87 $853K - $938K
206K $12.8M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
36.1K
+ 69.21%
$23.18 - $23.74 $836K - $857K
88.2K $2.06M
GENI
Genius Sports LTD

Communication Services
65K
+ 47.8%
$6.74 - $10.04 $438K - $652K
201K $1.74M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
13.4K
+ 42.11%
$55.45 - $61.08 $741K - $817K
45.1K $2.5M
TCHP
T Rowe Price Exchange Traded F

Technology
5.83K
+ 4.57%
$39.17 - $43.9 $228K - $256K
133K $5.61M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10.8K
+ 83.37%
$58.88 - $64.8 $634K - $698K
23.7K $1.4M
PM
Philip Morris International Inc.

Consumer Defensive
4.47K
+ 128.69%
$118.38 - $133.06 $529K - $594K
7.94K $955K
CSCO
Cisco Systems, Inc.

Technology
3.84K
+ 7.8%
$52.45 - $60.02 $201K - $230K
53.1K $3.14M
CRM
Salesforce, Inc.

Technology
211
+ 2.94%
$270.87 - $367.87 $57.2K - $77.6K
7.4K $2.47M
AIQ
Global X Funds Global X Artifi

ETFs
7.76K
+ 6.22%
$36.57 - $40.57 $284K - $315K
133K $5.12M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
16.7K
+ 121.35%
$22.72 - $28.29 $378K - $471K
30.4K $801K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.23K
+ 59.54%
$201.32 - $217.44 $449K - $485K
5.98K $1.24M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.17K
+ 53.85%
$71.75 - $75.11 $515K - $539K
20.5K $1.47M
MRC
Mrc Global Inc.

Energy
36.5K
+ 74.36%
$12.11 - $14.44 $442K - $527K
85.6K $1.09M
META
Meta Platforms, Inc.

Communication Services
583
+ 8.18%
$554.08 - $632.68 $323K - $369K
7.71K $4.55M
IAU
Ishares Gold Trust

ETFs
9.01K
+ 49.75%
$48.37 - $52.65 $436K - $475K
27.1K $1.34M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
19.1K
+ 56.13%
$26.65 - $29.34 $510K - $561K
53.2K $1.44M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.13K
+ 170.75%
$183.23 - $199.79 $390K - $426K
3.38K $625K
ICSH
Blackrock Ultra Short Term Bon

ETFs
8.3K
+ 7.26%
$50.35 - $50.69 $418K - $421K
123K $6.19M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
172K
+ 213.78%
$22.01 - $66.82 $3.79M - $11.5M
253K $5.74M
OMF
One Main Holdings, Inc.

Financial Services
3.63K
+ 12.76%
$45.27 - $57.43 $164K - $208K
32.1K $1.67M
IWP
Ishares Russell Mid Cap Growth

ETFs
582
+ 2.12%
$116.4 - $138.52 $67.7K - $80.6K
28K $3.55M
C
Citigroup Inc

Financial Services
150
+ 0.39%
$61.31 - $72.5 $9.2K - $10.9K
39K $2.75M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
6.43K
+ 69.81%
$48.48 - $49.47 $312K - $318K
15.6K $761K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
21.3K
+ 9.99%
$21.25 - $22.07 $452K - $469K
234K $4.99M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
2.96K
+ 15.86%
$98.41 - $98.98 $291K - $292K
21.6K $2.12M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
11.4K
+ 59.01%
$25.3 - $26.31 $288K - $299K
30.6K $783K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.44K
+ 2.91%
$49.03 - $53.35 $120K - $130K
86.4K $4.43M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
6.32K
+ 43.15%
$41.09 - $45.94 $260K - $290K
21K $881K
VEU
Vanguard Ftse All World Ex Us

ETFs
5.6K
+ 50.8%
$57.29 - $63.1 $321K - $353K
16.6K $954K
VGIT
Vanguard Intermediate Term Tre

ETFs
4.79K
+ 50.47%
$57.78 - $60.4 $277K - $289K
14.3K $827K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
99.6K
+ 230.54%
$26.93 - $84.95 $2.68M - $8.46M
143K $3.9M
AME
Ametek Inc

Industrials
1.2K
+ 71.55%
$165.89 - $197.38 $199K - $237K
2.88K $519K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.4K
+ 5.66%
$63.19 - $73.31 $88.2K - $102K
26K $1.79M
SO
Southern CO

Utilities
2.96K
+ 49.23%
$81.5 - $94.15 $241K - $278K
8.96K $737K
HEFA
Ishares Currency Hedged Msci E

ETFs
5.68K
+ 99.2%
$34.42 - $35.88 $195K - $204K
11.4K $396K
MPLX
Mplx LP

Energy
3.14K
+ 37.4%
$43.77 - $51.66 $137K - $162K
11.5K $551K
TDIV
First Trust Nasdaq Technology

ETFs
4.58K
+ 4.46%
$78.03 - $82.13 $357K - $376K
107K $8.41M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.1K
+ 8.03%
$57.53 - $60.83 $294K - $310K
68.6K $3.95M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
932
+ 4.57%
$238.25 - $261.28 $222K - $244K
21.3K $5.16M
COIN
Coinbase Global, Inc.

Technology
11
+ 0.55%
$163.17 - $343.62 $1.79K - $3.78K
2.02K $501K
MS
Morgan Stanley

Financial Services
124
+ 2.2%
$104.42 - $134.99 $12.9K - $16.7K
5.76K $723K
HON
Honeywell International Inc

Industrials
232
+ 6.3%
$202.84 - $236.0 $47.1K - $54.8K
3.92K $884K
CRWD
Crowd Strike Holdings, Inc.

Technology
220
+ 29.73%
$275.15 - $388.2 $60.5K - $85.4K
960 $328K
MLM
Martin Marietta Materials Inc

Basic Materials
268
+ 29.1%
$516.5 - $619.58 $138K - $166K
1.19K $614K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
19.8K
+ 17.4%
$23.01 - $26.06 $455K - $515K
133K $3.09M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
122
+ 2.96%
$47.29 - $84.74 $5.77K - $10.3K
4.24K $316K
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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