The Analysis of Robertson Stephens Wealth Management, LLC's Holdings
Currently, Robertson Stephens Wealth Management, LLC holds 634 types of securities in its portfolio with a total value $3.5B. In the most recent quarter, they have increased their positions in NVDA (+235.7K shares, valued at $44.0M), BBUS (+326.5K shares, valued at $40.3M), AAPL (+98.4K shares, valued at $26.8M); decreased their positions in SPY (-198.5K shares, valued at $135.8M), N/A (-24.3K shares, valued at $12.2M), MINT (-58.5K shares, valued at $5.9M); initiated new positions in AVEM (+234.8K shares, valued at $18.1M), AXON (+19.8K shares, valued at $11.3M), N/A (+161.7K shares, valued at $8.0M).
Top Holding Treemap
Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
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