Wetherby Asset Management

Latest statistics and disclosures from Laird Norton Wetherby Wealth Management's latest quarterly 13F-HR filing:

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Portfolio Holdings for Laird Norton Wetherby Wealth Management

Laird Norton Wetherby Wealth Management holds 948 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Laird Norton Wetherby Wealth Management has 948 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Call Option (AAPL) 6.0 $125M 729k 171.48
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Microsoft Corporation (MSFT) 5.0 $104M 247k 420.72
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Vanguard Index Fds Total Stk Mkt (VTI) 4.2 $89M 341k 259.90
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NVIDIA Corporation (NVDA) 3.2 $67M 74k 903.61
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Amazon Call Option (AMZN) 3.2 $67M +11% 369k 180.38
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Alphabet Cap Stk Cl A Call Option (GOOGL) 1.8 $38M 249k 150.93
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.8 $38M 747k 50.17
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Meta Platforms Cl A (META) 1.7 $35M 72k 485.58
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $33M 63k 523.07
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.3 $27M +2% 247k 110.50
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Eli Lilly & Co. (LLY) 1.0 $21M 26k 777.96
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JPMorgan Chase & Co. (JPM) 0.9 $19M 95k 200.30
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Walt Disney Company (DIS) 0.9 $18M 151k 122.36
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Commercial Metals Company (CMC) 0.8 $17M 286k 58.77
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.8 $17M 121k 136.05
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Visa Com Cl A (V) 0.8 $16M 57k 279.08
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Merck & Co (MRK) 0.8 $16M -3% 120k 131.95
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Netflix (NFLX) 0.7 $14M 23k 607.33
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Alphabet Cap Stk Cl C (GOOG) 0.7 $14M 91k 152.26
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Novo-nordisk A S Adr (NVO) 0.6 $14M 105k 128.40
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Johnson & Johnson (JNJ) 0.6 $13M +2% 85k 158.19
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Home Depot (HD) 0.6 $13M 34k 383.60
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UnitedHealth (UNH) 0.6 $13M -2% 26k 494.70
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Ishares Tr S&p 500 Val Etf (IVE) 0.6 $13M +3% 68k 186.81
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Grindr (GRND) 0.6 $12M 1.2M 10.13
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Mastercard Incorporated Cl A (MA) 0.6 $12M 24k 481.57
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Broadcom (AVGO) 0.5 $11M 8.6k 1325.41
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Costco Wholesale Corporation (COST) 0.5 $11M -3% 15k 732.63
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Asml Holding N V N Y Registry Shs (ASML) 0.5 $11M +2% 11k 970.47
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Accenture Plc Ireland Shs Class A (ACN) 0.5 $11M -2% 31k 346.61
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Tesla Motors (TSLA) 0.5 $10M -5% 59k 175.79
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Advanced Micro Devices (AMD) 0.5 $9.8M 55k 180.49
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Procter & Gamble Company (PG) 0.5 $9.6M 59k 162.25
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $9.5M -4% 112k 84.44
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $8.7M 18k 480.71
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $8.5M 204k 41.77
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Pepsi (PEP) 0.4 $8.4M -3% 48k 175.01
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Abbvie (ABBV) 0.4 $8.3M 46k 182.10
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salesforce (CRM) 0.4 $8.2M 27k 301.18
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Adobe Systems Incorporated (ADBE) 0.4 $8.0M -2% 16k 504.60
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Toyota Motor Corp Ads (TM) 0.4 $7.9M 31k 251.68
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Oracle Corporation (ORCL) 0.4 $7.9M 63k 125.61
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Arista Networks (ANET) 0.4 $7.8M -17% 27k 289.98
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Abbott Laboratories (ABT) 0.4 $7.8M +2% 69k 113.66
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Wal-Mart Stores (WMT) 0.4 $7.7M +197% 128k 60.17
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Te Connectivity SHS (TEL) 0.4 $7.7M +2% 53k 145.24
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Bank of America Corporation (BAC) 0.4 $7.4M 194k 37.92
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Charles Schwab Corporation (SCHW) 0.3 $7.3M +55% 101k 72.34
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Exxon Mobil Corporation (XOM) 0.3 $7.2M -2% 62k 116.24
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Qualcomm (QCOM) 0.3 $6.8M 40k 169.30
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McDonald's Corporation (MCD) 0.3 $6.7M -2% 24k 281.95
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Ishares Tr Russell 3000 Etf (IWV) 0.3 $6.7M 23k 300.07
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Cisco Systems (CSCO) 0.3 $6.7M -4% 134k 49.91
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Intuit (INTU) 0.3 $6.6M 10k 650.00
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Ishares Tr Rus 1000 Etf (IWB) 0.3 $6.5M 23k 288.03
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Coca-Cola Company (KO) 0.3 $6.3M 103k 61.18
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Intel Corporation (INTC) 0.3 $6.2M 140k 44.17
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Chevron Corporation (CVX) 0.3 $6.1M 38k 157.74
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Danaher Corporation (DHR) 0.3 $6.0M +7% 24k 249.72
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Penumbra (PEN) 0.3 $6.0M 27k 223.18
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Applied Materials (AMAT) 0.3 $5.9M 29k 206.23
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American Express Company (AXP) 0.3 $5.7M 25k 227.69
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Thermo Fisher Scientific (TMO) 0.3 $5.6M 9.6k 581.21
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S&p Global (SPGI) 0.3 $5.6M 13k 425.45
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Union Pacific Corporation (UNP) 0.3 $5.5M 23k 245.93
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Sap Se Spon Adr (SAP) 0.3 $5.5M 28k 195.03
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Global Payments (GPN) 0.3 $5.4M +256% 41k 133.66
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Goldman Sachs (GS) 0.2 $5.1M 12k 417.70
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Amgen (AMGN) 0.2 $5.1M 18k 284.32
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Novartis Sponsored Adr (NVS) 0.2 $5.0M 52k 96.73
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Linde SHS (LIN) 0.2 $5.0M -4% 11k 464.32
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Astrazeneca Sponsored Adr (AZN) 0.2 $4.9M +2% 73k 67.75
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Lowe's Companies (LOW) 0.2 $4.9M 19k 254.73
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Caterpillar (CAT) 0.2 $4.9M 13k 366.43
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TransDigm Group Incorporated (TDG) 0.2 $4.8M 3.9k 1231.60
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $4.7M 14k 337.05
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Comcast Corp Cl A (CMCSA) 0.2 $4.7M 107k 43.35
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Inhibrx (INBX) 0.2 $4.6M -3% 131k 34.96
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $4.4M 7.8k 556.42
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Automatic Data Processing (ADP) 0.2 $4.3M 17k 249.74
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Eaton Corp SHS (ETN) 0.2 $4.3M 14k 312.91
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Servicenow (NOW) 0.2 $4.3M 5.6k 762.40
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Cigna Corp (CI) 0.2 $4.3M -5% 12k 363.19
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $4.3M +12% 59k 72.59
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Ubs Group SHS (UBS) 0.2 $4.3M 139k 30.72
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Stryker Corporation (SYK) 0.2 $4.2M 12k 357.87
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Starbucks Corporation (SBUX) 0.2 $4.2M -13% 46k 91.39
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Motorola Solutions Com New (MSI) 0.2 $4.2M 12k 354.98
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Prologis (PLD) 0.2 $4.2M 32k 130.22
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Texas Instruments Incorporated (TXN) 0.2 $4.2M 24k 174.23
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $4.1M 52k 79.86
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Progressive Corporation (PGR) 0.2 $4.1M -3% 20k 206.82
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $4.1M 35k 114.96
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Anthem (ELV) 0.2 $4.0M 7.8k 518.54
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $4.0M 75k 53.39
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $4.0M 68k 58.65
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Infosys Sponsored Adr (INFY) 0.2 $4.0M 221k 17.93
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Gilead Sciences (GILD) 0.2 $4.0M +16% 54k 73.25
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Five9 (FIVN) 0.2 $3.9M 63k 62.11
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Sony Group Corp Sponsored Adr (SONY) 0.2 $3.9M 45k 85.74
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Target Corporation (TGT) 0.2 $3.9M +2% 22k 177.21
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Williams-Sonoma (WSM) 0.2 $3.8M 12k 317.53
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TJX Companies (TJX) 0.2 $3.8M 37k 101.42
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Verizon Communications (VZ) 0.2 $3.7M +2% 87k 41.96
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $3.6M 20k 182.61
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Wipro Spon Adr 1 Sh (WIT) 0.2 $3.6M +10% 622k 5.75
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Omni (OMC) 0.2 $3.6M 37k 96.76
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Illinois Tool Works (ITW) 0.2 $3.5M 13k 268.33
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Icici Bank Adr (IBN) 0.2 $3.5M 134k 26.41
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Workday Cl A (WDAY) 0.2 $3.5M -11% 13k 272.75
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General Electric Com New (GE) 0.2 $3.5M 20k 175.53
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Honeywell International (HON) 0.2 $3.5M 17k 205.26
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Ecolab (ECL) 0.2 $3.4M +3% 15k 230.90
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International Business Machines (IBM) 0.2 $3.4M -4% 18k 190.97
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Kb Finl Group Sponsored Adr (KB) 0.2 $3.4M 65k 52.07
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Shell Spon Ads (SHEL) 0.2 $3.3M 49k 67.04
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $3.3M +367% 54k 60.74
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Raytheon Technologies Corp (RTX) 0.2 $3.2M 33k 97.53
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Palo Alto Networks (PANW) 0.2 $3.2M -8% 11k 284.13
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McKesson Corporation (MCK) 0.2 $3.2M 6.0k 536.85
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Wells Fargo & Company (WFC) 0.2 $3.2M +2% 56k 57.96
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Pfizer (PFE) 0.2 $3.2M -15% 115k 27.75
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Marathon Petroleum Corp (MPC) 0.2 $3.2M -6% 16k 201.50
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Deere & Company (DE) 0.2 $3.2M 7.7k 410.74
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CRH Ord (CRH) 0.2 $3.2M 37k 86.26
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $3.1M 39k 79.91
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $3.1M 15k 210.30
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Moody's Corporation (MCO) 0.1 $3.1M 7.8k 393.03
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Arch Cap Group Ord (ACGL) 0.1 $3.1M 33k 92.44
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Relx Sponsored Adr (RELX) 0.1 $3.1M 71k 43.30
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Morgan Stanley Com New (MS) 0.1 $3.1M -2% 33k 94.16
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Rbc Cad (RY) 0.1 $3.0M 30k 100.88
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Xylem (XYL) 0.1 $3.0M 23k 129.24
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Nike CL B (NKE) 0.1 $2.9M -8% 31k 93.98
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Bhp Group Sponsored Ads (BHP) 0.1 $2.9M 51k 57.69
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.9M -4% 71k 41.08
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Ferrari Nv Ord (RACE) 0.1 $2.9M 6.7k 435.94
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Verisk Analytics (VRSK) 0.1 $2.9M -3% 12k 235.73
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Thomson Reuters Corp. (TRI) 0.1 $2.9M 19k 155.83
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Vanguard Index Fds Growth Etf (VUG) 0.1 $2.9M 8.4k 344.19
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At&t (T) 0.1 $2.9M 163k 17.60
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.9M +23% 12k 249.86
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $2.8M 68k 40.90
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American Tower Reit (AMT) 0.1 $2.8M -3% 14k 197.59
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Micron Technology (MU) 0.1 $2.8M 24k 117.89
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Analog Devices (ADI) 0.1 $2.8M 14k 197.79
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Bristol Myers Squibb (BMY) 0.1 $2.8M -10% 51k 54.23
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United Microelectronics Corp Spon Adr New (UMC) 0.1 $2.8M 343k 8.09
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Sonoco Products Company (SON) 0.1 $2.8M 48k 57.84
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Ishares Core Msci Emkt (IEMG) 0.1 $2.8M +3% 54k 51.60
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Johnson Ctls Intl SHS (JCI) 0.1 $2.8M -14% 42k 65.32
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Lam Research Corporation (LRCX) 0.1 $2.7M 2.8k 971.57
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BlackRock (BLK) 0.1 $2.7M 3.3k 832.66
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Cbre Group Cl A (CBRE) 0.1 $2.7M 28k 97.24
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PNC Financial Services (PNC) 0.1 $2.7M 17k 161.61
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Unilever Spon Adr New (UL) 0.1 $2.7M -2% 54k 50.19
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Philip Morris International (PM) 0.1 $2.7M 29k 91.62
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Hartford Financial Services (HIG) 0.1 $2.7M 26k 103.05
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Lockheed Martin Corporation (LMT) 0.1 $2.7M -4% 5.8k 454.87
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Dr Reddys Labs Adr (RDY) 0.1 $2.7M +2% 36k 73.35
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Nu Hldgs Ord Shs Cl A Call Option (NU) 0.1 $2.6M -13% 221k 11.93
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Kla Corp Com New (KLAC) 0.1 $2.6M 3.8k 698.60
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Fair Isaac Corporation (FICO) 0.1 $2.6M 2.1k 1249.61
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $2.6M 32k 80.63
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Hp (HPQ) 0.1 $2.6M 85k 30.22
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CSX Corporation (CSX) 0.1 $2.6M 69k 37.07
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.6M 20k 131.24
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Mondelez Intl Cl A (MDLZ) 0.1 $2.5M 36k 70.00
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Waste Management (WM) 0.1 $2.5M 12k 213.15
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Intuitive Surgical Com New (ISRG) 0.1 $2.5M 6.3k 399.09
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Schlumberger Com Stk (SLB) 0.1 $2.5M 46k 54.81
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $2.5M -4% 23k 110.52
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Chubb (CB) 0.1 $2.5M 9.7k 259.13
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $2.5M +24% 4.8k 525.76
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $2.5M -11% 27k 93.71
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $2.5M 5.9k 418.01
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.5M 5.6k 444.01
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Regeneron Pharmaceuticals (REGN) 0.1 $2.5M 2.6k 962.49
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Fiserv (FI) 0.1 $2.4M 15k 159.82
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Sherwin-Williams Company (SHW) 0.1 $2.4M +3% 7.0k 347.33
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Colgate-Palmolive Company (CL) 0.1 $2.4M -5% 27k 90.05
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AutoZone (AZO) 0.1 $2.4M 757.00 3151.65
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $2.4M 60k 39.36
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Pinterest Cl A (PINS) 0.1 $2.4M 68k 34.67
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Booking Holdings (BKNG) 0.1 $2.4M +4% 652.00 3627.88
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Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.1 $2.4M 67k 35.49
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ConocoPhillips (COP) 0.1 $2.4M -2% 19k 127.28
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General Motors Company (GM) 0.1 $2.3M -5% 52k 45.26
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Equinix (EQIX) 0.1 $2.3M 2.8k 825.33
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Hilton Worldwide Holdings (HLT) 0.1 $2.3M 11k 213.31
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $2.3M 50k 47.06
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W.W. Grainger (GWW) 0.1 $2.3M -2% 2.3k 1017.30
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Bank of New York Mellon Corporation (BK) 0.1 $2.3M 40k 57.62
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Canadian Natl Ry (CNI) 0.1 $2.3M 18k 131.71
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GSK Sponsored Adr (GSK) 0.1 $2.3M +4% 54k 42.87
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Proshares Tr Shrt Russell2000 (RWM) 0.1 $2.3M +53% 115k 20.06
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Citigroup Com New (C) 0.1 $2.3M +13% 36k 63.24
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Marriott Intl Cl A (MAR) 0.1 $2.3M -2% 9.0k 252.31
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Nextera Energy (NEE) 0.1 $2.3M -6% 35k 63.91
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Travelers Companies (TRV) 0.1 $2.3M 9.8k 230.14
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $2.2M +20% 13k 175.27
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Devon Energy Corporation (DVN) 0.1 $2.2M +3% 44k 50.18
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $2.2M 30k 74.22
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Shopify Cl A (SHOP) 0.1 $2.2M +4% 29k 77.17
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Marsh & McLennan Companies (MMC) 0.1 $2.2M 11k 205.98
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CVS Caremark Corporation (CVS) 0.1 $2.2M 28k 79.76
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Uber Technologies (UBER) 0.1 $2.2M +26% 28k 76.99
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Cummins (CMI) 0.1 $2.2M 7.4k 294.65
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Cadence Design Systems (CDNS) 0.1 $2.2M 7.0k 311.28
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Metropcs Communications (TMUS) 0.1 $2.2M 13k 163.22
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Diageo Spon Adr New (DEO) 0.1 $2.2M -2% 15k 148.74
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Phillips 66 (PSX) 0.1 $2.1M 13k 163.34
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Enbridge (ENB) 0.1 $2.1M 58k 36.18
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Woori Finl Group Sponsored Ads (WF) 0.1 $2.1M +2% 65k 32.43
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AFLAC Incorporated (AFL) 0.1 $2.1M 24k 85.86
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Airbnb Com Cl A (ABNB) 0.1 $2.1M +5% 13k 164.96
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Boeing Company (BA) 0.1 $2.1M -4% 11k 193.00
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Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $2.1M +2% 176k 11.77
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Coca-cola Europacific Partne SHS (CCEP) 0.1 $2.1M +2% 30k 69.95
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Bk Nova Cad (BNS) 0.1 $2.1M +10% 40k 51.78
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Parker-Hannifin Corporation (PH) 0.1 $2.0M 3.7k 555.79
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Cenovus Energy (CVE) 0.1 $2.0M 102k 19.99
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Dell Technologies CL C (DELL) 0.1 $2.0M 18k 114.11
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Canadian Pacific Kansas City (CP) 0.1 $2.0M +2% 23k 88.17
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Pioneer Natural Resources (PXD) 0.1 $2.0M -6% 7.6k 262.50
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United Parcel Service CL B (UPS) 0.1 $2.0M -2% 13k 148.63
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Posco Holdings Sponsored Adr (PKX) 0.1 $2.0M 25k 78.42
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State Street Corporation (STT) 0.1 $2.0M -9% 25k 77.32
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Amphenol Corp Cl A (APH) 0.1 $2.0M 17k 115.35
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Kroger (KR) 0.1 $2.0M +7% 34k 57.13
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Boston Scientific Corporation (BSX) 0.1 $1.9M 28k 68.49
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Hdfc Bank Sponsored Ads (HDB) 0.1 $1.9M +162% 34k 55.98
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Trane Technologies SHS (TT) 0.1 $1.9M -17% 6.4k 300.20
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Clorox Company (CLX) 0.1 $1.9M +34% 13k 153.11
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Bank Of Montreal Cadcom (BMO) 0.1 $1.9M 19k 97.68
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Norfolk Southern (NSC) 0.1 $1.9M 7.4k 254.87
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Ross Stores (ROST) 0.1 $1.8M 13k 146.76
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Sanofi Sponsored Adr (SNY) 0.1 $1.8M -2% 38k 48.60
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Hca Holdings (HCA) 0.1 $1.8M 5.5k 333.53
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Northrop Grumman Corporation (NOC) 0.1 $1.8M -3% 3.8k 478.66
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $1.8M -4% 29k 63.33
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Totalenergies Se Sponsored Ads (TTE) 0.1 $1.8M 26k 68.83
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Ing Groep Sponsored Adr (ING) 0.1 $1.8M 108k 16.49
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Zoetis Cl A (ZTS) 0.1 $1.8M 11k 169.21
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Blackstone Group Inc Com Cl A (BX) 0.1 $1.8M 14k 131.37
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Chipotle Mexican Grill (CMG) 0.1 $1.8M -5% 611.00 2906.77
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O'reilly Automotive (ORLY) 0.1 $1.8M 1.6k 1128.88
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $1.7M 170k 10.23
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Rio Tinto Sponsored Adr (RIO) 0.1 $1.7M 27k 63.75
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Republic Services (RSG) 0.1 $1.7M 9.0k 191.44
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Past Filings by Laird Norton Wetherby Wealth Management

SEC 13F filings are viewable for Laird Norton Wetherby Wealth Management going back to 2011

View all past filings