ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SO | 5K | $464.34K |
 | SHW | 5K | $1.64M |
 | COP | 5K | $446.57K |
 | EPR | 5K | $274.03K |
 | ORCL | 5K | $1.31M |
 | MO | 5K | $309.42K |
 | MS | 5K | $729.48K |
 | NVO | 5K | $250.81K |
 | SATS | 5K | $343.62K |
 | CVS | 4K | $336.63K |
 | UNH | 4K | $1.53M |
 | XYZ | 4K | $315.39K |
 | ARM | 4K | $608.41K |
 | DDOG | 4K | $610.75K |
 | APH | 4K | $531.04K |
 | TGT | 4K | $380.66K |
 | PEG | 4K | $350.97K |
 | HLT | 4K | $1.09M |
 | AMGN | 4K | $1.14M |
 | PSA | 4K | $1.16M |
The Southern Company
SO
Shares Held
5K
Value
$464.34K
The Sherwin-Williams Company
SHW
Shares Held
5K
Value
$1.64M
ConocoPhillips
COP
Shares Held
5K
Value
$446.57K
EPR Properties
EPR
Shares Held
5K
Value
$274.03K
Oracle Corporation
ORCL
Shares Held
5K
Value
$1.31M
Altria Group, Inc.
MO
Shares Held
5K
Value
$309.42K
Morgan Stanley
MS
Shares Held
5K
Value
$729.48K
Novo Nordisk A/S
NVO
Shares Held
5K
Value
$250.81K
EchoStar Corporation
SATS
Shares Held
5K
Value
$343.62K
CVS Health Corporation
CVS
Shares Held
4K
Value
$336.63K
UnitedHealth Group Incorporated
UNH
Shares Held
4K
Value
$1.53M
Block, Inc.
XYZ
Shares Held
4K
Value
$315.39K
Arm Holdings plc American Depositary Shares
ARM
Shares Held
4K
Value
$608.41K
Datadog, Inc.
DDOG
Shares Held
4K
Value
$610.75K
Amphenol Corporation
APH
Shares Held
4K
Value
$531.04K
Target Corporation
TGT
Shares Held
4K
Value
$380.66K
Public Service Enterprise Group Incorporated
PEG
Shares Held
4K
Value
$350.97K
Hilton Worldwide Holdings Inc.
HLT
Shares Held
4K
Value
$1.09M
Amgen Inc.
AMGN
Shares Held
4K
Value
$1.14M
Public Storage
PSA
Shares Held
4K
Value
$1.16M