ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XYL | 3K | $402.68K |
 | ELV | 3K | $880.83K |
 | FDS | 3K | $766.96K |
 | GRMN | 3K | $646.54K |
 | IT | 3K | $688.98K |
 | VLTO | 3K | $277.43K |
 | MCO | 3K | $1.23M |
 | HSY | 3K | $481.84K |
 | ARE | 3K | $214.36K |
 | JCI | 3K | $279.30K |
 | ADI | 3K | $616.56K |
 | ORLY | 2K | $268.06K |
 | LOW | 2K | $624.38K |
 | VRSK | 2K | $622.24K |
 | PM | 2K | $395.94K |
 | SYY | 2K | $200.61K |
 | MANH | 2K | $492.88K |
 | ITW | 2K | $630.18K |
 | SPG | 2K | $447.24K |
 | ACN | 2K | $557.30K |
Xylem Inc.
XYL
Shares Held
3K
Value
$402.68K
Elevance Health Inc.
ELV
Shares Held
3K
Value
$880.83K
FactSet Research Systems Inc.
FDS
Shares Held
3K
Value
$766.96K
Garmin Ltd.
GRMN
Shares Held
3K
Value
$646.54K
Gartner, Inc.
IT
Shares Held
3K
Value
$688.98K
Veralto Corporation
VLTO
Shares Held
3K
Value
$277.43K
Moody's Corporation
MCO
Shares Held
3K
Value
$1.23M
The Hershey Company
HSY
Shares Held
3K
Value
$481.84K
Alexandria Real Estate Equities, Inc.
ARE
Shares Held
3K
Value
$214.36K
Johnson Controls International plc
JCI
Shares Held
3K
Value
$279.30K
Analog Devices, Inc.
ADI
Shares Held
3K
Value
$616.56K
O'Reilly Automotive, Inc.
ORLY
Shares Held
2K
Value
$268.06K
Lowe's Companies, Inc.
LOW
Shares Held
2K
Value
$624.38K
Verisk Analytics, Inc.
VRSK
Shares Held
2K
Value
$622.24K
Philip Morris International Inc.
PM
Shares Held
2K
Value
$395.94K
Sysco Corporation
SYY
Shares Held
2K
Value
$200.61K
Manhattan Associates, Inc.
MANH
Shares Held
2K
Value
$492.88K
Illinois Tool Works Inc.
ITW
Shares Held
2K
Value
$630.18K
Simon Property Group, Inc.
SPG
Shares Held
2K
Value
$447.24K
Accenture plc
ACN
Shares Held
2K
Value
$557.30K