Laird Norton Tyee Trust
Latest statistics and disclosures from Laird Norton Wetherby Trust Company's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, VEU, VTI, VWO, AAPL, and represent 66.54% of Laird Norton Wetherby Trust Company's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$14M), IVW (+$13M), IBM (+$7.5M), ABT (+$7.5M), VTEB (+$5.1M), XOM, GS, MSFT, PG, ABBV.
- Started 34 new stock positions in NOK, ABT, BIL, IBM, SAN, RUN, SIRI, MMM, HD, PLUG.
- Reduced shares in these 10 stocks: VTI (-$117M), VEU (-$31M), VWO (-$26M), IWV (-$17M), MUB (-$14M), IWB (-$8.4M), VEA (-$7.3M), PHYS (-$7.2M), VT (-$6.5M), IVV (-$5.8M).
- Sold out of its positions in AMLP, T, ABNB, GOOGL, AXP, ADP, BAC, BRK.B, BA, AVGO.
- Laird Norton Wetherby Trust Company was a net seller of stock by $-190M.
- Laird Norton Wetherby Trust Company has $738M in assets under management (AUM), dropping by -5.04%.
- Central Index Key (CIK): 0000723204
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Portfolio Holdings for Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company holds 83 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 43.0 | $317M | 754k | 420.72 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 10.5 | $78M | -28% | 1.3M | 58.65 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 6.7 | $50M | -70% | 191k | 259.90 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.9 | $29M | -47% | 692k | 41.77 |
|
| Apple (AAPL) | 2.4 | $18M | +299% | 105k | 171.48 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.3 | $17M | -29% | 345k | 50.17 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 2.2 | $16M | -28% | 144k | 110.50 |
|
| Amazon (AMZN) | 2.1 | $16M | -20% | 88k | 180.38 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.9 | $14M | +2843% | 165k | 84.44 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 1.6 | $12M | -40% | 42k | 288.03 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.5 | $11M | -17% | 142k | 79.86 |
|
| Eli Lilly & Co. (LLY) | 1.2 | $8.9M | -28% | 12k | 777.96 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 1.1 | $8.2M | -46% | 476k | 17.30 |
|
| International Business Machines (IBM) | 1.0 | $7.5M | NEW | 40k | 190.96 |
|
| Abbott Laboratories (ABT) | 1.0 | $7.5M | NEW | 66k | 113.66 |
|
| Zillow Group Cl C Cap Stk (Z) | 1.0 | $7.2M | -4% | 147k | 48.78 |
|
| Ishares Tr National Mun Etf (MUB) | 0.9 | $6.8M | -67% | 63k | 107.60 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $6.4M | +380% | 126k | 50.60 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $5.8M | -14% | 26k | 228.59 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.8 | $5.7M | -45% | 94k | 60.30 |
|
| Procter & Gamble Company (PG) | 0.7 | $5.4M | +478% | 33k | 162.25 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $5.3M | +732% | 46k | 116.24 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $5.2M | +196% | 10k | 524.66 |
|
| Abbvie (ABBV) | 0.7 | $5.0M | +660% | 27k | 182.10 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $4.8M | +209% | 24k | 200.30 |
|
| Goldman Sachs (GS) | 0.6 | $4.6M | NEW | 11k | 417.69 |
|
| Chevron Corporation (CVX) | 0.6 | $4.5M | +1366% | 28k | 157.74 |
|
| Home Depot (HD) | 0.6 | $4.3M | NEW | 11k | 383.60 |
|
| Getty Images Holdings Cl A Com (GETY) | 0.5 | $4.0M | +113% | 972k | 4.15 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $3.9M | +2799% | 65k | 60.74 |
|
| Zillow Group Cl A (ZG) | 0.5 | $3.8M | -2% | 79k | 47.86 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $3.5M | -43% | 48k | 72.63 |
|
| Paccar (PCAR) | 0.5 | $3.5M | +352% | 28k | 123.89 |
|
| Bill Com Holdings Ord (BILL) | 0.4 | $3.2M | 46k | 68.72 |
|
|
| 3M Company (MMM) | 0.4 | $3.2M | NEW | 30k | 106.07 |
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| Remitly Global (RELY) | 0.4 | $3.0M | +23% | 143k | 20.74 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.4 | $3.0M | NEW | 27k | 109.17 |
|
| Nextera Energy (NEE) | 0.4 | $2.6M | +930% | 41k | 63.91 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $2.5M | NEW | 30k | 84.09 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.4M | +306% | 16k | 152.26 |
|
| Us Bancorp Del Com New (USB) | 0.3 | $2.4M | +690% | 52k | 45.19 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $1.9M | NEW | 21k | 91.80 |
|
| Anixa Biosciences (ANIX) | 0.3 | $1.9M | NEW | 604k | 3.12 |
|
| Starbucks Corporation (SBUX) | 0.2 | $1.7M | +62% | 18k | 91.39 |
|
| Peloton Interactive Cl A Com (PTON) | 0.1 | $983k | 230k | 4.29 |
|
|
| Alaska Air (ALK) | 0.1 | $790k | NEW | 18k | 42.99 |
|
| Ball Corporation (BALL) | 0.1 | $734k | NEW | 11k | 67.36 |
|
| Jumia Technologies Sponsored Ads (JMIA) | 0.1 | $596k | +9% | 116k | 5.12 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $538k | -47% | 11k | 47.62 |
|
| Quantumscape Corp Com Cl A (QS) | 0.1 | $530k | NEW | 84k | 6.29 |
|
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.1 | $476k | -92% | 21k | 22.97 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.1 | $474k | NEW | 13k | 37.26 |
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| Redfin Corp (RDFN) | 0.1 | $466k | 70k | 6.65 |
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|
| Sunrun (RUN) | 0.1 | $444k | NEW | 34k | 13.18 |
|
| Fifth Third Ban (FITB) | 0.1 | $436k | NEW | 12k | 37.56 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $414k | NEW | 72k | 5.75 |
|
| Athira Pharma (ATHA) | 0.1 | $404k | -17% | 147k | 2.74 |
|
| Inmune Bio Ord (INMB) | 0.1 | $370k | NEW | 32k | 11.75 |
|
| Dropbox Cl A (DBX) | 0.0 | $348k | 14k | 24.30 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $335k | NEW | 15k | 23.01 |
|
| Pfizer (PFE) | 0.0 | $296k | NEW | 11k | 27.75 |
|
| Chargepoint Holdings Com Cl A (CHPT) | 0.0 | $296k | NEW | 156k | 1.90 |
|
| Ess Tech Common Stock (GWH) | 0.0 | $256k | 354k | 0.72 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $192k | NEW | 24k | 8.09 |
|
| Haleon Spon Ads (HLN) | 0.0 | $188k | NEW | 22k | 8.60 |
|
| Cardiol Therapeutics Com Cl A (CRDL) | 0.0 | $181k | 100k | 1.81 |
|
|
| Envveno Medical (NVNO) | 0.0 | $180k | NEW | 33k | 5.44 |
|
| Banco Santander Adr (SAN) | 0.0 | $163k | NEW | 34k | 4.84 |
|
| Sofi Technologies (SOFI) | 0.0 | $148k | NEW | 20k | 7.30 |
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| Ford Motor Company (F) | 0.0 | $133k | 10k | 13.28 |
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| Clene Common Stock (CLNN) | 0.0 | $114k | 269k | 0.43 |
|
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| Plug Power Com New (PLUG) | 0.0 | $85k | NEW | 25k | 3.44 |
|
| Kinross Gold Corp (KGC) | 0.0 | $75k | NEW | 12k | 6.13 |
|
| Sirius Xm Holdings (SIRI) | 0.0 | $56k | NEW | 14k | 3.88 |
|
| Planet Labs Pbc Com Cl A (PL) | 0.0 | $51k | 20k | 2.55 |
|
|
| In8bio (INAB) | 0.0 | $50k | NEW | 42k | 1.18 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $46k | NEW | 18k | 2.59 |
|
| Lg Display Spons Adr Rep (LPL) | 0.0 | $44k | NEW | 11k | 4.10 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $42k | NEW | 12k | 3.54 |
|
| Lucid Group (LCID) | 0.0 | $41k | NEW | 14k | 2.85 |
|
| Tellurian (TELL) | 0.0 | $33k | 50k | 0.66 |
|
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| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $26k | NEW | 11k | 2.48 |
|
| Endeavour Silver Corp (EXK) | 0.0 | $24k | 10k | 2.41 |
|
Past Filings by Laird Norton Wetherby Trust Company
SEC 13F filings are viewable for Laird Norton Wetherby Trust Company going back to 2011
- Laird Norton Wetherby Trust Company 2024 Q1 filed May 15, 2024
- Laird Norton Trust Company 2023 Q3 filed Nov. 14, 2023
- Laird Norton Trust Company 2023 Q2 filed Aug. 14, 2023
- Laird Norton Trust Company 2023 Q1 filed May 15, 2023
- Laird Norton Trust Company 2022 Q4 filed Feb. 14, 2023
- Laird Norton Trust Company 2022 Q3 filed Nov. 7, 2022
- Laird Norton Trust Company 2022 Q2 filed Aug. 3, 2022
- Laird Norton Trust Company 2022 Q1 filed May 6, 2022
- Laird Norton Trust Company 2021 Q4 filed Feb. 7, 2022
- Laird Norton Trust Company 2021 Q3 filed Nov. 12, 2021
- Laird Norton Trust Company 2021 Q2 filed Aug. 9, 2021
- Laird Norton Trust Company 2021 Q1 filed May 13, 2021
- Laird Norton Trust Company 2020 Q4 filed Feb. 26, 2021
- Laird Norton Tyee Trust 2012 Q4 filed Feb. 12, 2013
- Laird Norton Tyee Trust 2012 Q3 filed Nov. 1, 2012
- Laird Norton Tyee Trust 2012 Q2 filed July 26, 2012