Robertson Stephens Wealth Management, LLC's portfolio and holdings - Jun 2025

As per corporate shareholdings filed for May-2025, people matching Robertson Stephens Wealth Management, LLC publicly holds 264 stocks with a net worth of over US$ 776.9 M.

These are shares held by Robertson Stephens Wealth Management, LLC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Bluegreen Vacations Holding Corporation - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 75.00 14,272 0.08% 0.00 1.1 M
Bionano Genomics Inc Robertson Stephens Wealth Management, Llc 3.35 15,000 0.00% 0.00 50.3 K
Dish Network Corp - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 0.00 39,000 0.01% 0.00 -
Lithium Americas Corp Robertson Stephens Wealth Management, Llc 2.65 19,177 0.01% 0.00 50.8 K
Magellan Midstream Partners L.P. Robertson Stephens Wealth Management, Llc 69.00 13,999 0.01% 0.00 965.9 K
Textainer Group Holdings Limited Robertson Stephens Wealth Management, Llc 0.00 22,674 0.05% 0.00 -
California Bancorp Robertson Stephens Wealth Management, Llc 25.09 33,698 0.40% 0.00 845.5 K
Aspen Technology Inc Robertson Stephens Wealth Management, Llc 264.33 998 0.00% 0.00 263.8 K
Bank Of America Corp. Robertson Stephens Wealth Management, Llc 46.84 43,209 0.00% 0.00 2.0 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Robertson Stephens Wealth Management, Llc 478.91 57,553 0.00% 0.00 27.6 M
Berkshire Hathaway Inc. - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 719578.07 7 0.00% 0.00 5.0 M
Blackrock Inc. Robertson Stephens Wealth Management, Llc 1088.75 3,700 0.00% 0.00 4.0 M
Boeing Co. Robertson Stephens Wealth Management, Llc 226.60 14,547 0.00% 0.00 3.3 M
BP plc - ADR Robertson Stephens Wealth Management, Llc 31.27 6,628 0.00% 0.00 207.3 K
Bristol-Myers Squibb Co. Robertson Stephens Wealth Management, Llc 47.66 9,191 0.00% 0.00 438.0 K
Topgolf Callaway Brands Corp Robertson Stephens Wealth Management, Llc 8.83 83,379 0.05% 0.00 736.2 K
Caterpillar Inc. Robertson Stephens Wealth Management, Llc 402.18 16,053 0.00% 0.00 6.5 M
Charles Schwab Corp. Robertson Stephens Wealth Management, Llc 92.32 11,007 0.00% 0.00 1.0 M
Chevron Corp. Robertson Stephens Wealth Management, Llc 153.02 18,464 0.00% 0.00 2.8 M
Church & Dwight Co., Inc. Robertson Stephens Wealth Management, Llc 98.39 2,887 0.00% 0.00 284.1 K
Citigroup Inc Robertson Stephens Wealth Management, Llc 85.79 36,639 0.00% 0.00 3.1 M
Lilly(Eli) & Co Robertson Stephens Wealth Management, Llc 786.92 5,975 0.00% 0.00 4.7 M
Emcor Group, Inc. Robertson Stephens Wealth Management, Llc 546.28 600 0.00% 0.00 327.8 K
Emerson Electric Co. Robertson Stephens Wealth Management, Llc 139.80 5,187 0.00% 0.00 725.1 K
Enterprise Products Partners L P - Unit Robertson Stephens Wealth Management, Llc 31.90 30,296 0.00% 0.00 966.4 K
EPR Properties Robertson Stephens Wealth Management, Llc 58.97 4,700 0.01% 0.00 277.2 K
EQT Corp Robertson Stephens Wealth Management, Llc 54.88 5,216 0.00% 0.00 286.3 K
Essex Property Trust, Inc. Robertson Stephens Wealth Management, Llc 284.78 767 0.00% 0.00 218.4 K
Everest Group Ltd Robertson Stephens Wealth Management, Llc 340.19 4,362 0.01% 0.00 1.5 M
Exxon Mobil Corp. Robertson Stephens Wealth Management, Llc 113.80 30,818 0.00% 0.00 3.5 M
Factset Research Systems Inc. Robertson Stephens Wealth Management, Llc 447.81 518 0.00% 0.00 232.0 K
Fidelity National Financial Inc Robertson Stephens Wealth Management, Llc 55.12 7,333 0.00% 0.00 404.2 K
Fiserv, Inc. Robertson Stephens Wealth Management, Llc 170.95 20,987 0.00% 0.00 3.6 M
Ford Motor Co. Robertson Stephens Wealth Management, Llc 11.83 42,295 0.00% 0.00 500.4 K
NextEra Energy Inc Robertson Stephens Wealth Management, Llc 73.65 24,156 0.00% 0.00 1.8 M
Freeport-McMoRan Inc Robertson Stephens Wealth Management, Llc 45.59 6,148 0.00% 0.00 280.3 K
FTI Consulting Inc. Robertson Stephens Wealth Management, Llc 166.02 1,326 0.00% 0.00 220.1 K
Garmin Ltd Robertson Stephens Wealth Management, Llc 217.11 3,114 0.00% 0.00 676.1 K
Gartner, Inc. Robertson Stephens Wealth Management, Llc 394.44 2,704 0.00% 0.00 1.1 M
General Dynamics Corp. Robertson Stephens Wealth Management, Llc 299.96 765 0.00% 0.00 229.5 K
General Electric Co. Robertson Stephens Wealth Management, Llc 250.33 3,927 0.00% 0.00 983.0 K
General Mills, Inc. Robertson Stephens Wealth Management, Llc 51.20 5,998 0.00% 0.00 307.1 K
Goldman Sachs Group, Inc. Robertson Stephens Wealth Management, Llc 696.56 1,027 0.00% 0.00 715.4 K
Lloyds Banking Group plc - ADR Robertson Stephens Wealth Management, Llc 4.17 10,836 0.00% 0.00 45.2 K
Lockheed Martin Corp. Robertson Stephens Wealth Management, Llc 463.06 2,367 0.00% 0.00 1.1 M
Lowe`s Cos., Inc. Robertson Stephens Wealth Management, Llc 225.57 2,244 0.00% 0.00 506.2 K
Manulife Financial Corp. Robertson Stephens Wealth Management, Llc 30.47 22,407 0.00% 0.00 682.7 K
Marsh & McLennan Cos., Inc. Robertson Stephens Wealth Management, Llc 214.17 1,454 0.00% 0.00 311.4 K
Martin Marietta Materials, Inc. Robertson Stephens Wealth Management, Llc 567.02 717 0.00% 0.00 406.6 K
McCormick & Co., Inc. - Ordinary Shares (Non Voting) Robertson Stephens Wealth Management, Llc 72.21 24,682 0.01% 0.00 1.8 M
McDonald`s Corp Robertson Stephens Wealth Management, Llc 293.02 10,056 0.00% 0.00 2.9 M
S&P Global Inc Robertson Stephens Wealth Management, Llc 528.73 4,947 0.00% 0.00 2.6 M
Mckesson Corporation Robertson Stephens Wealth Management, Llc 727.23 738 0.00% 0.00 536.7 K
Merck & Co Inc Robertson Stephens Wealth Management, Llc 83.71 35,446 0.00% 0.00 3.0 M
Moody`s Corp. Robertson Stephens Wealth Management, Llc 502.22 1,729 0.00% 0.00 868.3 K
Morgan Stanley Robertson Stephens Wealth Management, Llc 141.55 5,343 0.00% 0.00 756.3 K
PPG Industries, Inc. Robertson Stephens Wealth Management, Llc 118.19 2,269 0.00% 0.00 268.2 K
Linde Plc. Robertson Stephens Wealth Management, Llc 471.27 532 0.00% 0.00 250.7 K
Procter & Gamble Co. Robertson Stephens Wealth Management, Llc 157.52 15,702 0.00% 0.00 2.5 M
Progressive Corp. Robertson Stephens Wealth Management, Llc 250.41 1,322 0.00% 0.00 331.0 K
Public Service Enterprise Group Inc. Robertson Stephens Wealth Management, Llc 81.57 2,457 0.00% 0.00 200.4 K
Public Storage Robertson Stephens Wealth Management, Llc 288.99 4,075 0.00% 0.00 1.2 M
Quanta Services, Inc. Robertson Stephens Wealth Management, Llc 382.12 1,234 0.00% 0.00 471.5 K
Regions Financial Corp. Robertson Stephens Wealth Management, Llc 24.63 10,673 0.00% 0.00 262.9 K
Shell Plc - ADR (Representing - Ordinary Shares) Robertson Stephens Wealth Management, Llc 71.73 5,338 0.00% 0.00 382.9 K
Sabine Royalty Trust - Unit Robertson Stephens Wealth Management, Llc 66.10 10,600 0.07% 0.00 700.7 K
Salesforce Inc Robertson Stephens Wealth Management, Llc 270.92 7,193 0.00% 0.00 1.9 M
Sherwin-Williams Co. Robertson Stephens Wealth Management, Llc 351.54 5,558 0.00% 0.00 2.0 M
Simon Property Group, Inc. Robertson Stephens Wealth Management, Llc 162.93 2,583 0.00% 0.00 420.8 K
Simpson Manufacturing Co., Inc. Robertson Stephens Wealth Management, Llc 165.73 1,743 0.00% 0.00 288.9 K
Southern Company Robertson Stephens Wealth Management, Llc 91.96 8,704 0.00% 0.00 800.4 K
3M Co. Robertson Stephens Wealth Management, Llc 155.98 5,150 0.00% 0.00 803.3 K
Abbott Laboratories Robertson Stephens Wealth Management, Llc 133.22 20,983 0.00% 0.00 2.8 M
Accenture plc - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 297.40 5,440 0.00% 0.00 1.6 M
Chubb Limited Robertson Stephens Wealth Management, Llc 280.00 1,237 0.00% 0.00 346.4 K
Aflac Inc. Robertson Stephens Wealth Management, Llc 101.91 6,987 0.00% 0.00 712.0 K
Air Products & Chemicals Inc. Robertson Stephens Wealth Management, Llc 294.24 1,165 0.00% 0.00 342.8 K
Altria Group Inc. Robertson Stephens Wealth Management, Llc 57.75 7,692 0.00% 0.00 444.2 K
American Express Co. Robertson Stephens Wealth Management, Llc 317.35 8,402 0.00% 0.00 2.7 M
Ventas Inc Robertson Stephens Wealth Management, Llc 62.76 8,594 0.00% 0.00 539.4 K
Verizon Communications Inc Robertson Stephens Wealth Management, Llc 42.61 11,028 0.00% 0.00 469.9 K
Walmart Inc Robertson Stephens Wealth Management, Llc 96.81 78,816 0.00% 0.00 7.6 M
Walt Disney Co (The) Robertson Stephens Wealth Management, Llc 120.61 17,099 0.00% 0.00 2.1 M
Waste Management, Inc. Robertson Stephens Wealth Management, Llc 225.75 9,677 0.00% 0.00 2.2 M
Elevance Health Inc Robertson Stephens Wealth Management, Llc 346.36 2,750 0.00% 0.00 952.5 K
Wells Fargo & Co. Robertson Stephens Wealth Management, Llc 81.79 49,393 0.00% 0.00 4.0 M
WEC Energy Group Inc Robertson Stephens Wealth Management, Llc 104.22 3,517 0.00% 0.00 366.5 K
American Tower Corp. Robertson Stephens Wealth Management, Llc 221.83 1,171 0.00% 0.00 259.8 K
Amphenol Corp. - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 98.21 4,206 0.00% 0.00 413.1 K
AT&T, Inc. Robertson Stephens Wealth Management, Llc 28.10 19,008 0.00% 0.00 534.1 K
Autozone Inc. Robertson Stephens Wealth Management, Llc 3742.18 295 0.00% 0.00 1.1 M
Coca-Cola Co Robertson Stephens Wealth Management, Llc 69.48 12,331 0.00% 0.00 856.8 K
Colgate-Palmolive Co. Robertson Stephens Wealth Management, Llc 91.58 2,577 0.00% 0.00 236.0 K
Conoco Phillips Robertson Stephens Wealth Management, Llc 94.53 5,781 0.00% 0.00 546.5 K
Consolidated Edison, Inc. Robertson Stephens Wealth Management, Llc 99.97 3,099 0.00% 0.00 309.8 K
Constellation Brands Inc - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 169.04 1,350 0.00% 0.00 228.2 K
Cummins Inc. Robertson Stephens Wealth Management, Llc 334.60 774 0.00% 0.00 259.0 K
CVS Health Corp Robertson Stephens Wealth Management, Llc 66.66 4,736 0.00% 0.00 315.7 K
Danaher Corp. Robertson Stephens Wealth Management, Llc 200.96 15,915 0.00% 0.00 3.2 M
Deere & Co. Robertson Stephens Wealth Management, Llc 509.33 979 0.00% 0.00 498.6 K
Dollar General Corp. Robertson Stephens Wealth Management, Llc 112.35 4,080 0.00% 0.00 458.4 K
Duke Energy Corp. Robertson Stephens Wealth Management, Llc 117.17 2,730 0.00% 0.00 319.9 K
Eaton Corporation plc Robertson Stephens Wealth Management, Llc 359.78 7,465 0.00% 0.00 2.7 M
Ecolab, Inc. Robertson Stephens Wealth Management, Llc 268.21 5,291 0.00% 0.00 1.4 M
Edison International Robertson Stephens Wealth Management, Llc 50.63 5,544 0.00% 0.00 280.7 K
Edwards Lifesciences Corp Robertson Stephens Wealth Management, Llc 77.19 6,308 0.00% 0.00 486.9 K
H&R Block Inc. Robertson Stephens Wealth Management, Llc 55.61 5,742 0.00% 0.00 319.3 K
Hawaiian Electric Industries, Inc. Robertson Stephens Wealth Management, Llc 10.72 28,873 0.02% 0.00 309.5 K
Healthpeak Properties Inc. Robertson Stephens Wealth Management, Llc 18.26 21,197 0.00% 0.00 387.1 K
Welltower Inc. Robertson Stephens Wealth Management, Llc 152.25 1,427 0.00% 0.00 217.3 K
Hershey Company Robertson Stephens Wealth Management, Llc 161.95 2,639 0.00% 0.00 427.4 K
Home Depot, Inc. Robertson Stephens Wealth Management, Llc 371.04 20,527 0.00% 0.00 7.6 M
International Business Machines Corp. Robertson Stephens Wealth Management, Llc 290.14 13,662 0.00% 0.00 4.0 M
Illinois Tool Works, Inc. Robertson Stephens Wealth Management, Llc 259.75 2,343 0.00% 0.00 608.6 K
Intercontinental Exchange Inc Robertson Stephens Wealth Management, Llc 182.16 1,188 0.00% 0.00 216.4 K
JPMorgan Chase & Co. Robertson Stephens Wealth Management, Llc 283.16 41,279 0.00% 0.00 11.7 M
Johnson & Johnson Robertson Stephens Wealth Management, Llc 156.28 25,948 0.00% 0.00 4.1 M
Johnson Controls International plc - Registered Shares Robertson Stephens Wealth Management, Llc 106.50 2,629 0.00% 0.00 280.0 K
Newmont Corp Robertson Stephens Wealth Management, Llc 58.75 23,351 0.00% 0.00 1.4 M
Nike, Inc. - Ordinary Shares - Class B Robertson Stephens Wealth Management, Llc 73.56 5,655 0.00% 0.00 416.0 K
Norfolk Southern Corp. Robertson Stephens Wealth Management, Llc 260.04 1,167 0.00% 0.00 303.5 K
Novartis AG - ADR Robertson Stephens Wealth Management, Llc 122.94 3,134 0.00% 0.00 385.3 K
NRG Energy Inc. Robertson Stephens Wealth Management, Llc 150.27 3,431 0.00% 0.00 515.6 K
Oge Energy Corp. Robertson Stephens Wealth Management, Llc 44.16 10,301 0.01% 0.00 454.9 K
Oneok Inc. Robertson Stephens Wealth Management, Llc 81.16 4,083 0.00% 0.00 331.4 K
Oracle Corp. Robertson Stephens Wealth Management, Llc 235.81 4,835 0.00% 0.00 1.1 M
Parker-Hannifin Corp. Robertson Stephens Wealth Management, Llc 707.59 1,185 0.00% 0.00 838.5 K
Pfizer Inc. Robertson Stephens Wealth Management, Llc 25.56 24,109 0.00% 0.00 616.2 K
Polaris Inc Robertson Stephens Wealth Management, Llc 47.87 12,038 0.02% 0.00 576.3 K
Travelers Companies Inc. Robertson Stephens Wealth Management, Llc 255.32 1,470 0.00% 0.00 375.3 K
Stryker Corp. Robertson Stephens Wealth Management, Llc 392.05 641 0.00% 0.00 251.3 K
Suncor Energy, Inc. Robertson Stephens Wealth Management, Llc 39.23 22,731 0.00% 0.00 891.7 K
Taiwan Semiconductor Manufacturing - ADR Robertson Stephens Wealth Management, Llc 231.84 2,021 0.00% 0.00 468.5 K
Target Corp Robertson Stephens Wealth Management, Llc 102.43 5,593 0.00% 0.00 572.9 K
Thermo Fisher Scientific Inc. Robertson Stephens Wealth Management, Llc 419.88 6,405 0.00% 0.00 2.7 M
TJX Companies, Inc. Robertson Stephens Wealth Management, Llc 125.45 13,113 0.00% 0.00 1.6 M
TotalEnergies SE - ADR Robertson Stephens Wealth Management, Llc 62.56 13,595 0.00% 0.00 850.5 K
Unilever plc - ADR Robertson Stephens Wealth Management, Llc 60.80 16,988 0.00% 0.00 1.0 M
Union Pacific Corp. Robertson Stephens Wealth Management, Llc 236.49 8,110 0.00% 0.00 1.9 M
United Parcel Service, Inc. - Ordinary Shares - Class B Robertson Stephens Wealth Management, Llc 102.15 5,671 0.00% 0.00 579.3 K
United States Steel Corp. Robertson Stephens Wealth Management, Llc 54.84 103,382 0.05% 0.00 5.7 M
Raytheon Technologies Corporation Robertson Stephens Wealth Management, Llc 146.18 26,248 0.00% 0.00 3.8 M
Unitedhealth Group Inc Robertson Stephens Wealth Management, Llc 302.91 7,545 0.00% 0.00 2.3 M
Unum Group Robertson Stephens Wealth Management, Llc 79.27 3,156 0.00% 0.00 250.2 K
U.S. Bancorp. Robertson Stephens Wealth Management, Llc 47.30 20,484 0.00% 0.00 968.9 K
Chipotle Mexican Grill Robertson Stephens Wealth Management, Llc 55.94 81,571 0.01% 0.00 4.6 M
Mastercard Incorporated - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 565.11 2,285 0.00% 0.00 1.3 M
Blackstone Inc Robertson Stephens Wealth Management, Llc 158.68 5,628 0.00% 0.00 893.1 K
TE Connectivity Ltd - Registered Shares Robertson Stephens Wealth Management, Llc 172.65 5,039 0.00% 0.00 870.0 K
Discover Financial Services Robertson Stephens Wealth Management, Llc 200.29 19,145 0.01% 0.00 3.8 M
American Water Works Co. Inc. Robertson Stephens Wealth Management, Llc 141.80 2,301 0.00% 0.00 326.3 K
MSCI Inc Robertson Stephens Wealth Management, Llc 581.81 578 0.00% 0.00 336.3 K
Visa Inc - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 357.76 27,293 0.00% 0.00 9.8 M
Philip Morris International Inc Robertson Stephens Wealth Management, Llc 177.98 4,021 0.00% 0.00 715.7 K
Lithium Americas (Argentina) Corp Robertson Stephens Wealth Management, Llc 2.35 25,985 0.02% 0.00 61.1 K
MRC Global Inc Robertson Stephens Wealth Management, Llc 13.11 85,865 0.10% 0.00 1.1 M
Eaton Vance Tax-Managed Buy-Write Opportunities Fund Robertson Stephens Wealth Management, Llc 13.84 12,378 0.01% 0.00 171.3 K
India Fund Inc Robertson Stephens Wealth Management, Llc 16.15 28,350 0.07% 0.00 457.9 K
Primerica Inc Robertson Stephens Wealth Management, Llc 269.31 1,181 0.00% 0.00 318.1 K
KKR & Co. Inc Robertson Stephens Wealth Management, Llc 139.22 9,402 0.00% 0.00 1.3 M
Kinder Morgan Inc - Ordinary Shares - Class P Robertson Stephens Wealth Management, Llc 27.80 17,317 0.00% 0.00 481.4 K
Kosmos Energy Ltd Robertson Stephens Wealth Management, Llc 2.11 12,000 0.00% 0.00 25.3 K
Sixth Street Specialty Lending Inc Robertson Stephens Wealth Management, Llc 24.17 9,700 0.01% 0.00 234.4 K
OneMain Holdings Inc Robertson Stephens Wealth Management, Llc 59.02 39,545 0.03% 0.00 2.3 M
Enerflex Ltd Robertson Stephens Wealth Management, Llc 7.84 10,625 0.01% 0.00 83.3 K
Phillips 66 Robertson Stephens Wealth Management, Llc 130.51 3,376 0.00% 0.00 440.6 K
MPLX LP - Unit Robertson Stephens Wealth Management, Llc 50.76 8,393 0.00% 0.00 426.0 K
Zoetis Inc - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 158.27 1,350 0.00% 0.00 213.7 K
Abbvie Inc Robertson Stephens Wealth Management, Llc 190.62 29,841 0.00% 0.00 5.7 M
Ready Capital Corp Robertson Stephens Wealth Management, Llc 4.51 38,900 0.02% 0.00 175.4 K
Hilton Worldwide Holdings Inc Robertson Stephens Wealth Management, Llc 272.53 4,534 0.00% 0.00 1.2 M
Arista Networks Inc Robertson Stephens Wealth Management, Llc 106.28 11,080 0.00% 0.00 1.2 M
Keysight Technologies Inc Robertson Stephens Wealth Management, Llc 163.90 1,658 0.00% 0.00 271.7 K
Restaurant Brands International Inc Robertson Stephens Wealth Management, Llc 67.25 3,490 0.00% 0.00 234.7 K
Shopify Inc - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 114.32 10,438 0.00% 0.00 1.2 M
Block Inc - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 69.01 4,360 0.00% 0.00 300.9 K
Twilio Inc - Ordinary Shares Class A Robertson Stephens Wealth Management, Llc 121.49 6,128 0.00% 0.00 744.5 K
Vistra Corp Robertson Stephens Wealth Management, Llc 197.01 1,922 0.00% 0.00 378.7 K
Alcoa Corp Robertson Stephens Wealth Management, Llc 30.58 132,479 0.05% 0.00 4.1 M
Bloom Energy Corp - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 28.71 13,459 0.01% 0.00 386.4 K
Uber Technologies Inc Robertson Stephens Wealth Management, Llc 96.64 3,961 0.00% 0.00 382.8 K
Blue Owl Capital Corp Robertson Stephens Wealth Management, Llc 14.40 25,830 0.01% 0.00 372.0 K
E2open Parent Holdings Inc - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 3.25 25,000 0.01% 0.00 81.3 K
Carrier Global Corp Robertson Stephens Wealth Management, Llc 75.89 5,825 0.00% 0.00 442.1 K
Dun & Bradstreet Holdings Inc Robertson Stephens Wealth Management, Llc 9.12 36,942 0.01% 0.00 336.9 K
QuantumScape Corp - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 8.36 179,702 0.03% 0.00 1.5 M
Genius Sports Limited Robertson Stephens Wealth Management, Llc 10.88 201,414 0.09% 0.00 2.2 M
Blackstone Secured Lending Fund. Robertson Stephens Wealth Management, Llc 31.11 12,100 0.01% 0.00 376.4 K
Veralto Corp Robertson Stephens Wealth Management, Llc 102.37 2,961 0.00% 0.00 303.1 K
CME Group Inc - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 275.64 1,090 0.00% 0.00 300.4 K
Cisco Systems, Inc. Robertson Stephens Wealth Management, Llc 69.27 54,360 0.00% 0.00 3.8 M
BGC Group Inc - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 10.43 1,543,263 0.32% 0.00 16.1 M
Fastenal Co. Robertson Stephens Wealth Management, Llc 43.40 3,622 0.00% 0.00 157.2 K
Flex Ltd Robertson Stephens Wealth Management, Llc 51.68 63,966 0.02% 0.00 3.3 M
Gilead Sciences, Inc. Robertson Stephens Wealth Management, Llc 113.24 3,420 0.00% 0.00 387.3 K
Alphabet Inc - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 176.62 72,186 0.00% 0.00 12.7 M
Alphabet Inc - Ordinary Shares - Class C Robertson Stephens Wealth Management, Llc 177.66 98,824 0.00% 0.00 17.6 M
Mondelez International Inc. - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 66.85 10,235 0.00% 0.00 684.2 K
Lam Research Corp. Robertson Stephens Wealth Management, Llc 99.81 28,909 0.00% 0.00 2.9 M
Landstar System, Inc. Robertson Stephens Wealth Management, Llc 142.90 1,458 0.00% 0.00 208.3 K
Manhattan Associates, Inc. Robertson Stephens Wealth Management, Llc 202.84 2,520 0.00% 0.00 511.2 K
Marriott International, Inc. - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 279.19 4,367 0.00% 0.00 1.2 M
Microchip Technology, Inc. Robertson Stephens Wealth Management, Llc 74.68 5,697 0.00% 0.00 425.5 K
Micron Technology Inc. Robertson Stephens Wealth Management, Llc 122.24 5,148 0.00% 0.00 629.3 K
Microsoft Corporation Robertson Stephens Wealth Management, Llc 503.51 124,700 0.00% 0.00 62.8 M
Booking Holdings Inc Robertson Stephens Wealth Management, Llc 5668.04 212 0.00% 0.00 1.2 M
Qualcomm, Inc. Robertson Stephens Wealth Management, Llc 159.35 16,113 0.00% 0.00 2.6 M
Ross Stores, Inc. Robertson Stephens Wealth Management, Llc 131.21 14,392 0.00% 0.00 1.9 M
Adobe Inc Robertson Stephens Wealth Management, Llc 373.38 4,403 0.00% 0.00 1.6 M
Advanced Micro Devices Inc. Robertson Stephens Wealth Management, Llc 138.41 8,513 0.00% 0.00 1.2 M
Amazon.com Inc. Robertson Stephens Wealth Management, Llc 222.54 141,249 0.00% 0.00 31.4 M
American Electric Power Company Inc. Robertson Stephens Wealth Management, Llc 104.74 1,874 0.00% 0.00 196.3 K
Kratos Defense & Security Solutions Inc Robertson Stephens Wealth Management, Llc 46.02 38,690 0.02% 0.00 1.8 M
AMGEN Inc. Robertson Stephens Wealth Management, Llc 296.52 4,277 0.00% 0.00 1.3 M
Analog Devices Inc. Robertson Stephens Wealth Management, Llc 242.72 2,511 0.00% 0.00 609.5 K
Apple Inc Robertson Stephens Wealth Management, Llc 211.14 432,884 0.00% 0.00 91.4 M
Arm Holdings plc. - ADR Robertson Stephens Wealth Management, Llc 148.02 3,450 0.00% 0.00 510.7 K
Automatic Data Processing Inc. Robertson Stephens Wealth Management, Llc 308.41 2,109 0.00% 0.00 650.4 K
Cognizant Technology Solutions Corp. - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 79.95 8,520 0.00% 0.00 681.2 K
Comcast Corp - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 35.62 38,227 0.00% 0.00 1.4 M
Anixa Biosciences Inc Robertson Stephens Wealth Management, Llc 3.15 15,649 0.05% 0.00 49.3 K
Costco Wholesale Corp Robertson Stephens Wealth Management, Llc 982.09 21,132 0.00% 0.00 20.8 M
CSX Corp. Robertson Stephens Wealth Management, Llc 33.33 8,786 0.00% 0.00 292.8 K
Dyadic International Inc., DE Robertson Stephens Wealth Management, Llc 0.96 29,969 0.10% 0.00 28.8 K
Honeywell International Inc Robertson Stephens Wealth Management, Llc 238.72 3,364 0.00% 0.00 803.1 K
Intel Corp. Robertson Stephens Wealth Management, Llc 23.44 27,802 0.00% 0.00 651.7 K
Intuit Inc Robertson Stephens Wealth Management, Llc 769.59 902 0.00% 0.00 694.2 K
Intuitive Surgical Inc Robertson Stephens Wealth Management, Llc 528.13 2,073 0.00% 0.00 1.1 M
Jack Henry & Associates, Inc. Robertson Stephens Wealth Management, Llc 179.76 1,414 0.00% 0.00 254.2 K
Netflix Inc. Robertson Stephens Wealth Management, Llc 1288.28 6,956 0.00% 0.00 9.0 M
NVIDIA Corp Robertson Stephens Wealth Management, Llc 162.88 98,663 0.00% 0.00 16.1 M
O`Reilly Automotive, Inc. Robertson Stephens Wealth Management, Llc 92.58 172 0.00% 0.00 15.9 K
PepsiCo Inc Robertson Stephens Wealth Management, Llc 134.48 25,067 0.00% 0.00 3.4 M
Starbucks Corp. Robertson Stephens Wealth Management, Llc 95.25 12,684 0.00% 0.00 1.2 M
T. Rowe Price Group Inc. Robertson Stephens Wealth Management, Llc 101.45 50,984 0.02% 0.00 5.2 M
Texas Instruments Inc. Robertson Stephens Wealth Management, Llc 216.39 2,553 0.00% 0.00 552.4 K
Limoneira Co Robertson Stephens Wealth Management, Llc 15.63 101,460 0.56% 0.00 1.6 M
Southern Calif Bancorp Robertson Stephens Wealth Management, Llc 16.33 53,579 0.17% 0.00 874.9 K
Blink Charging Co Robertson Stephens Wealth Management, Llc 1.02 20,000 0.02% 0.00 20.4 K
Broadcom Inc Robertson Stephens Wealth Management, Llc 277.90 24,884 0.00% 0.00 6.9 M
Fortinet Inc Robertson Stephens Wealth Management, Llc 107.65 5,905 0.00% 0.00 635.7 K
Verisk Analytics Inc Robertson Stephens Wealth Management, Llc 303.72 2,570 0.00% 0.00 780.6 K
Tesla Inc Robertson Stephens Wealth Management, Llc 295.88 13,692 0.00% 0.00 4.1 M
Business First Bancshares Inc. Robertson Stephens Wealth Management, Llc 26.35 133,761 0.45% 0.00 3.5 M
Meta Platforms Inc - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 732.78 7,470 0.00% 0.00 5.5 M
Palo Alto Networks Inc Robertson Stephens Wealth Management, Llc 206.06 2,512 0.00% 0.00 517.6 K
Relmada Therapeutics Inc Robertson Stephens Wealth Management, Llc 0.61 25,000 0.08% 0.00 15.3 K
MongoDB Inc - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 217.12 8,802 0.01% 0.00 1.9 M
Newmark Group Inc - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 12.38 324,208 0.19% 0.00 4.0 M
Cue Biopharma Inc Robertson Stephens Wealth Management, Llc 0.78 478,500 0.64% 0.00 373.2 K
PDD Holdings Inc - ADR Robertson Stephens Wealth Management, Llc 105.00 4,000 0.00% 0.00 420 K
Crowdstrike Holdings Inc - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 513.51 1,048 0.00% 0.00 538.2 K
Adaptive Biotechnologies Corp Robertson Stephens Wealth Management, Llc 11.93 167,936 0.11% 0.00 2.0 M
Datadog Inc - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 142.75 4,353 0.00% 0.00 621.4 K
Applovin Corp - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 352.74 403,061 0.12% 0.00 142.2 M
Coinbase Global Inc - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 373.85 9,111 0.00% 0.00 3.4 M
Indie Semiconductor Inc - Ordinary Shares - Class A Robertson Stephens Wealth Management, Llc 3.86 186,164 0.10% 0.00 718.6 K
ATAI Life Sciences N.V. Robertson Stephens Wealth Management, Llc 2.66 16,701 0.01% 0.00 44.4 K
Enovix Corporation Robertson Stephens Wealth Management, Llc 13.72 25,000 0.01% 0.00 343 K
Teads Holding Co. Robertson Stephens Wealth Management, Llc 2.70 116,395 0.12% 0.00 314.3 K
Constellation Energy Corporation Robertson Stephens Wealth Management, Llc 317.11 2,542 0.00% 0.00 806.1 K
GE Vernova Inc. Robertson Stephens Wealth Management, Llc 535.77 931 0.00% 0.00 498.8 K
Innovex International Inc. Robertson Stephens Wealth Management, Llc 16.05 59,193 0.09% 0.00 950.0 K
Globalstar Inc. Robertson Stephens Wealth Management, Llc 27.03 160,695 0.13% 0.00 4.3 M
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