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
PANW
Palo Alto Networks Inc

Technology
1.3K
+ 80.06%
$181.96 - $405.9 $237K - $528K
2.93K $532K
MMM
3 M CO

Industrials
124
+ 2.28%
$124.74 - $137.12 $15.5K - $17K
5.57K $718K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
8
+ 0.07%
$20.55 - $23.26 $164 - $186
12.1K $254K
GD
General Dynamics Corp

Industrials
17
+ 2.06%
$260.28 - $314.03 $4.42K - $5.34K
841 $221K
NVS
Novartis Ag

Healthcare
210
+ 6.33%
$96.78 - $117.18 $20.3K - $24.6K
3.53K $343K
FNF
Fidelity National Financial, Inc.

Financial Services
55
+ 0.76%
$55.19 - $63.83 $3.04K - $3.51K
7.33K $411K
EWC
Ishares Msci Canada ETF

ETFs
14
+ 0.04%
$39.64 - $43.28 $555 - $606
34.9K $1.41M
FCN
Fti Consulting, Inc

Industrials
122
+ 6.63%
$190.39 - $231.2 $23.2K - $28.2K
1.96K $375K
VTR
Ventas, Inc.

Real Estate
9
+ 0.1%
$57.73 - $66.48 $520 - $598
8.59K $506K
AFL
Aflac Inc

Financial Services
107
+ 1.56%
$100.37 - $115.27 $10.7K - $12.3K
6.96K $719K
CRVL
Corvel Corp

Financial Services
1.47K
+ 148.54%
$111.26 - $370.61 $164K - $546K
2.46K $274K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6
+ 0.01%
$40.38 - $44.35 $242 - $266
64.3K $2.63M
GIS
General Mills Inc

Consumer Defensive
58
+ 0.99%
$62.78 - $74.62 $3.64K - $4.33K
5.9K $376K
EEM
Ishares Msci Emerging Markets

ETFs
3.67K
+ 7.1%
$41.82 - $47.36 $153K - $174K
55.3K $2.31M
HRB
H&R Block Inc

Consumer Cyclical
34
+ 0.6%
$52.14 - $63.36 $1.77K - $2.15K
5.7K $301K
HSY
Hershey CO

Consumer Defensive
1
+ 0.04%
$168.67 - $193.65 $169 - $194
2.78K $471K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
18
+ 0.23%
$99.04 - $109.59 $1.78K - $1.97K
7.82K $778K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
1.02K
+ 1.84%
$40.33 - $42.34 $41.1K - $43.2K
56.4K $2.28M
UNP
Union Pacific Corp

Industrials
228
+ 3.07%
$223.15 - $249.32 $50.9K - $56.8K
7.66K $1.75M
MU
Micron Technology Inc

Technology
23
+ 0.43%
$84.16 - $113.41 $1.94K - $2.61K
5.35K $450K
UL
Unilever PLC

Consumer Defensive
359
+ 2.22%
$56.7 - $64.64 $20.4K - $23.2K
16.5K $936K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
159
+ 0.81%
$74.68 - $81.45 $11.9K - $13K
19.8K $1.48M
JNJ
Johnson & Johnson

Healthcare
2.63K
+ 9.24%
$143.34 - $165.86 $377K - $437K
31.1K $4.5M
HEZU
Ishares Currency Hedged Msci E

ETFs
1.31K
+ 0.71%
$35.18 - $36.95 $46.1K - $48.4K
185K $6.63M
MCD
Mcdonalds Corp

Consumer Cyclical
88
+ 0.85%
$288.47 - $316.54 $25.4K - $27.9K
10.5K $3.03M
EPP
Ishares Inc

ETFs
13
+ 0.05%
$43.59 - $49.13 $567 - $639
26.9K $1.18M
DFIV
Dimensional ETF Tr

ETFs
52
+ 0.08%
$34.86 - $37.97 $1.81K - $1.97K
64.3K $2.28M
NG
Novagold Resources Inc

Basic Materials
5.55K
+ 2.09%
$3.27 - $4.2 $18.1K - $23.3K
271K $900K
CE
Celanese Corp

Basic Materials
447
+ 11.46%
$67.03 - $136.68 $30K - $61.1K
4.35K $300K
PSA
Public Storage

Real Estate
6
+ 0.15%
$289.33 - $360.21 $1.74K - $2.16K
4.06K $1.22M
UUUU
Energy Fuels Inc

Energy
55.7K
+ 3.65%
$5.11 - $7.29 $285K - $406K
1.58M $8.1M
XOM
Exxon Mobil Corp

Energy
266
+ 0.83%
$105.51 - $125.37 $28.1K - $33.3K
32.1K $3.46M
NEE
Nextera Energy Inc

Utilities
592
+ 2.33%
$69.77 - $85.43 $41.3K - $50.6K
26K $1.87M
MDB
Mongo Db, Inc.

Technology
14
+ 0.16%
$232.81 - $350.13 $3.26K - $4.9K
8.81K $2.05M
PEP
Pepsico Inc

Consumer Defensive
956
+ 3.44%
$151.29 - $176.1 $145K - $168K
28.7K $4.37M
XLU
Utilities Sector Spdr

ETFs
1.2K
+ 1.37%
$74.89 - $82.93 $90K - $99.7K
88.6K $6.71M
ELV
Elevance Health, Inc.

Healthcare
12
+ 0.44%
$365.96 - $514.62 $4.39K - $6.18K
2.75K $1.02M
ABBV
Abb Vie Inc.

Healthcare
1.05K
+ 3.26%
$164.99 - $203.87 $172K - $213K
33.1K $5.88M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
381
+ 0.19%
$44.04 - $49.49 $16.8K - $18.9K
204K $8.97M
NMRK
Newmark Group, Inc.

Real Estate
5.19K
+ 1.65%
$12.79 - $15.98 $66.3K - $82.9K
319K $4.09M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
118K
+ 69.24%
$22.63 - $47.53 $2.68M - $5.63M
290K $6.57M
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
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email