Robertson Stephens Wealth Management, LLC Options Holdings

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$116 Million
207K
Q1 2025
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$115 Million
205K
Q1 2025
New holding
COST
Costco Wholesale Corp

Consumer Defensive
PUT
$2.74 Million
2.9K
Q1 2025
New holding
AAPL
Apple Inc.

Technology
PUT
$2.15 Million
9.7K
Q1 2025
New holding
WMT
Walmart Inc.

Consumer Defensive
PUT
$1.48 Million
16.9K
Q1 2025
New holding
TWLO
Twilio Inc

Communication Services
PUT
$597,000
6.1K
Q1 2025
Reduced 1.61%
KKR
Kkr & Co. Inc.

Financial Services
PUT
$34,000
300
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 544
  • Current Value $2.84 Billion
  • Prior Value $2.75 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 42 stocks
  • Additional Purchases 161 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 290 stocks
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