Robertson Stephens Wealth Management, LLC

Q4 2022 13F Holdings Report, Stock Holdings

Signature - Title: Gary T. Fitzgerald - Senior Vice President
Location: San Francisco, CA
Holdings as of: December 31, 2022
Value $: $1.02B
Num holdings: 403
Date filed: 2/14/2023, 11:29 AM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included VOO, IVV, AAPL, SPY, and MSFT.
Previous filing: Q3 2022 - Nov 14, 2022
Next filing: Q1 2023 - May 11, 2023
SEC: View on sec.gov
Options Holdings: Showing stock holdings, see here for options holdings

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares	Principal
Loading...

Showing 0 to 0 of 0 entries

Filing 2022 Q4 compared to 2022 Q3 by default.

Compare Q4 2022 to

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Gary T. Fitzgerald	Senior Vice President	Houston, Texas	2/14/2023