Wetherby Asset Management
Latest statistics and disclosures from Laird Norton Wetherby Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, VTI, AMZN, NVDA, and represent 21.12% of Laird Norton Wetherby Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SCHD, VXF, VO, AEG, JPST, VEA, BG, VOO, BX, SCHF.
- Started 75 new stock positions in THG, JLL, SWK, VNQ, CFG, PSLV, SCHC, WWD, DOCU, MUNI.
- Reduced shares in these 10 stocks: AAPL (-$17M), MUB (-$8.7M), SPY (-$5.4M), ESGU, IWR, IEFA, ESGD, JNJ, SHV, SUSA.
- Sold out of its positions in AGNC, Activision Blizzard, Aegon, AMWL, BDX, BFK, BNY, BLE, MHD, MVF.
- Laird Norton Wetherby Wealth Management was a net seller of stock by $-44M.
- Laird Norton Wetherby Wealth Management has $1.9B in assets under management (AUM), dropping by 8.85%.
- Central Index Key (CIK): 0001279627
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Portfolio Holdings for Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management holds 910 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Laird Norton Wetherby Wealth Management has 910 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Laird Norton Wetherby Wealth Management Dec. 31, 2023 positions
- Download the Laird Norton Wetherby Wealth Management December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.4 | $143M | -10% | 742k | 192.53 |
|
| Microsoft Corporation (MSFT) | 4.9 | $94M | 250k | 376.06 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.2 | $81M | 343k | 237.22 |
|
|
| Amazon Call Option (Principal) (AMZN) | 2.6 | $51M | 332k | 151.94 |
|
|
| NVIDIA Corporation (NVDA) | 1.9 | $37M | 74k | 495.24 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.9 | $36M | +3% | 748k | 47.90 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $35M | 250k | 139.69 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $30M | -15% | 63k | 475.31 |
|
| Meta Platforms Cl A (META) | 1.3 | $26M | 73k | 353.96 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.3 | $25M | +3% | 240k | 102.83 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $16M | 95k | 170.10 |
|
|
| Tesla Motors (TSLA) | 0.8 | $16M | -3% | 63k | 248.50 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $15M | 27k | 582.92 |
|
|
| Visa Com Cl A (V) | 0.8 | $15M | 57k | 260.35 |
|
|
| Commercial Metals Company (CMC) | 0.7 | $14M | -2% | 286k | 50.04 |
|
| UnitedHealth (UNH) | 0.7 | $14M | 26k | 526.47 |
|
|
| Merck & Co (MRK) | 0.7 | $14M | 124k | 109.02 |
|
|
| Walt Disney Company (DIS) | 0.7 | $14M | 150k | 90.29 |
|
|
| Johnson & Johnson (JNJ) | 0.7 | $13M | -14% | 83k | 156.74 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $13M | 92k | 140.93 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $13M | 121k | 104.00 |
|
|
| Home Depot (HD) | 0.6 | $12M | 35k | 346.56 |
|
|
| Netflix (NFLX) | 0.6 | $11M | 23k | 486.88 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $11M | 65k | 173.89 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $11M | 32k | 350.91 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.6 | $11M | 104k | 103.45 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $10M | 16k | 660.08 |
|
|
| Grindr (GRND) | 0.5 | $10M | 1.2M | 8.78 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $10M | 24k | 426.51 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $9.7M | 16k | 596.60 |
|
|
| Broadcom (AVGO) | 0.5 | $9.5M | +3% | 8.5k | 1116.25 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $8.8M | 117k | 75.10 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $8.7M | 59k | 146.54 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $8.5M | -6% | 206k | 41.09 |
|
| Pepsi (PEP) | 0.4 | $8.4M | -4% | 50k | 169.84 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $8.3M | +5% | 11k | 756.93 |
|
| Advanced Micro Devices (AMD) | 0.4 | $8.0M | +3% | 54k | 147.41 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $7.9M | +13% | 18k | 436.80 |
|
| Arista Networks (ANET) | 0.4 | $7.7M | 33k | 235.51 |
|
|
| Abbott Laboratories (ABT) | 0.4 | $7.3M | +6% | 67k | 110.07 |
|
| McDonald's Corporation (MCD) | 0.4 | $7.3M | -2% | 25k | 296.51 |
|
| Te Connectivity SHS (TEL) | 0.4 | $7.2M | -11% | 52k | 140.50 |
|
| salesforce (CRM) | 0.4 | $7.1M | 27k | 263.14 |
|
|
| Cisco Systems (CSCO) | 0.4 | $7.0M | 140k | 50.52 |
|
|
| Abbvie (ABBV) | 0.4 | $7.0M | -4% | 45k | 155.02 |
|
| Intel Corporation (INTC) | 0.4 | $7.0M | 139k | 50.25 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $6.8M | 43k | 157.62 |
|
|
| Penumbra (PEN) | 0.4 | $6.8M | 27k | 251.54 |
|
|
| Oracle Corporation (ORCL) | 0.3 | $6.6M | 63k | 105.43 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $6.4M | -3% | 190k | 33.67 |
|
| Intuit (INTU) | 0.3 | $6.4M | 10k | 625.03 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $6.3M | -3% | 63k | 99.98 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $6.1M | 22k | 273.74 |
|
|
| Coca-Cola Company (KO) | 0.3 | $6.1M | 104k | 58.84 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $6.0M | 23k | 262.26 |
|
|
| Qualcomm (QCOM) | 0.3 | $5.8M | 40k | 144.63 |
|
|
| S&p Global (SPGI) | 0.3 | $5.8M | +3% | 13k | 440.52 |
|
| Chevron Corporation (CVX) | 0.3 | $5.7M | -2% | 38k | 149.16 |
|
| Toyota Motor Corp Ads (TM) | 0.3 | $5.7M | +2% | 31k | 183.38 |
|
| Union Pacific Corporation (UNP) | 0.3 | $5.6M | 23k | 245.62 |
|
|
| Amgen (AMGN) | 0.3 | $5.3M | +2% | 18k | 288.02 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $5.2M | +2% | 52k | 100.97 |
|
| Inhibrx (INBX) | 0.3 | $5.2M | 136k | 38.00 |
|
|
| Danaher Corporation (DHR) | 0.3 | $5.2M | -11% | 22k | 231.34 |
|
| Starbucks Corporation (SBUX) | 0.3 | $5.1M | 53k | 96.01 |
|
|
| Thermo Fisher Scientific (TMO) | 0.3 | $5.0M | -3% | 9.5k | 530.79 |
|
| Five9 (FIVN) | 0.3 | $5.0M | 63k | 78.69 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $4.8M | 72k | 67.35 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $4.8M | -3% | 109k | 43.85 |
|
| Applied Materials (AMAT) | 0.2 | $4.7M | 29k | 162.17 |
|
|
| Goldman Sachs (GS) | 0.2 | $4.7M | -2% | 12k | 385.77 |
|
| American Express Company (AXP) | 0.2 | $4.6M | +2% | 25k | 187.34 |
|
| Linde SHS (LIN) | 0.2 | $4.6M | 11k | 410.71 |
|
|
| Charles Schwab Corporation (SCHW) | 0.2 | $4.5M | 65k | 68.80 |
|
|
| Sap Se Spon Adr (SAP) | 0.2 | $4.4M | 29k | 154.59 |
|
|
| Lowe's Companies (LOW) | 0.2 | $4.3M | -3% | 19k | 222.55 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $4.3M | +5% | 46k | 94.69 |
|
| Ubs Group SHS (UBS) | 0.2 | $4.3M | 138k | 30.90 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $4.2M | 14k | 303.17 |
|
|
| Prologis (PLD) | 0.2 | $4.2M | -6% | 31k | 133.30 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $4.1M | -5% | 24k | 170.46 |
|
| Automatic Data Processing (ADP) | 0.2 | $4.1M | 17k | 232.97 |
|
|
| Workday Cl A (WDAY) | 0.2 | $4.0M | 15k | 276.06 |
|
|
| Infosys Sponsored Adr (INFY) | 0.2 | $4.0M | 218k | 18.38 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $4.0M | +7% | 7.8k | 507.38 |
|
| Caterpillar (CAT) | 0.2 | $4.0M | -2% | 13k | 295.67 |
|
| Servicenow (NOW) | 0.2 | $3.9M | +2% | 5.6k | 706.49 |
|
| TransDigm Group Incorporated (TDG) | 0.2 | $3.9M | 3.9k | 1011.60 |
|
|
| Pfizer (PFE) | 0.2 | $3.9M | -5% | 136k | 28.79 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $3.9M | -10% | 52k | 75.35 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $3.8M | +2% | 52k | 73.56 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $3.8M | 75k | 51.04 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $3.8M | +2% | 67k | 56.14 |
|
| Gilead Sciences (GILD) | 0.2 | $3.7M | 46k | 81.01 |
|
|
| Cigna Corp (CI) | 0.2 | $3.7M | +5% | 13k | 299.45 |
|
| Nike CL B (NKE) | 0.2 | $3.7M | 34k | 108.57 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $3.7M | -55% | 35k | 104.92 |
|
| Motorola Solutions Com New (MSI) | 0.2 | $3.7M | 12k | 313.10 |
|
|
| Anthem (ELV) | 0.2 | $3.7M | 7.8k | 471.56 |
|
|
| Palo Alto Networks (PANW) | 0.2 | $3.7M | -13% | 12k | 294.88 |
|
| Honeywell International (HON) | 0.2 | $3.6M | -5% | 17k | 209.71 |
|
| Stryker Corporation (SYK) | 0.2 | $3.6M | 12k | 299.46 |
|
|
| TJX Companies (TJX) | 0.2 | $3.5M | 38k | 93.81 |
|
|
| Bhp Group Sponsored Ads (BHP) | 0.2 | $3.5M | +8% | 52k | 68.31 |
|
| Illinois Tool Works (ITW) | 0.2 | $3.4M | 13k | 261.94 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $3.4M | 20k | 170.40 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $3.4M | 14k | 240.82 |
|
|
| Shell Spon Ads (SHEL) | 0.2 | $3.3M | 50k | 65.80 |
|
|
| Progressive Corporation (PGR) | 0.2 | $3.3M | +3% | 21k | 159.28 |
|
| Verizon Communications (VZ) | 0.2 | $3.2M | +31% | 85k | 37.70 |
|
| Omni (OMC) | 0.2 | $3.2M | +5% | 37k | 86.51 |
|
| Icici Bank Adr (IBN) | 0.2 | $3.2M | 134k | 23.84 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $3.2M | +27% | 12k | 277.15 |
|
| American Tower Reit (AMT) | 0.2 | $3.2M | +7% | 15k | 215.88 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.2 | $3.1M | -10% | 562k | 5.57 |
|
| Deere & Company (DE) | 0.2 | $3.1M | -14% | 7.8k | 399.87 |
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| Morgan Stanley Com New (MS) | 0.2 | $3.1M | -7% | 33k | 93.25 |
|
| Moody's Corporation (MCO) | 0.2 | $3.1M | +4% | 8.0k | 390.56 |
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| International Business Machines (IBM) | 0.2 | $3.1M | +3% | 19k | 163.55 |
|
| Target Corporation (TGT) | 0.2 | $3.1M | +2% | 21k | 142.42 |
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| Verisk Analytics (VRSK) | 0.2 | $3.0M | 13k | 238.86 |
|
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| Rbc Cad (RY) | 0.2 | $3.0M | +3% | 30k | 101.13 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $3.0M | +2% | 74k | 40.21 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $3.0M | -44% | 39k | 75.54 |
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| Bristol Myers Squibb (BMY) | 0.2 | $3.0M | -12% | 58k | 51.31 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.9M | -21% | 15k | 200.71 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.2 | $2.9M | 347k | 8.46 |
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| Boeing Company (BA) | 0.2 | $2.9M | -3% | 11k | 260.68 |
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| Ecolab (ECL) | 0.1 | $2.9M | -14% | 14k | 198.35 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $2.9M | 50k | 57.64 |
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| Analog Devices (ADI) | 0.1 | $2.8M | -2% | 14k | 198.56 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.8M | +14% | 33k | 84.14 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $2.8M | 6.1k | 453.24 |
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| McKesson Corporation (MCK) | 0.1 | $2.8M | 6.0k | 462.98 |
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| Relx Sponsored Adr (RELX) | 0.1 | $2.8M | +3% | 70k | 39.67 |
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| Philip Morris International (PM) | 0.1 | $2.8M | 29k | 94.08 |
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| Kb Finl Group Sponsored Adr (KB) | 0.1 | $2.7M | 66k | 41.37 |
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| At&t (T) | 0.1 | $2.7M | +12% | 162k | 16.78 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $2.7M | 30k | 89.80 |
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| Thomson Reuters Corp. (TRI) | 0.1 | $2.7M | 18k | 146.22 |
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| Sonoco Products Company (SON) | 0.1 | $2.7M | 48k | 55.87 |
|
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| Wells Fargo & Company (WFC) | 0.1 | $2.7M | -5% | 54k | 49.22 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $2.7M | 37k | 72.43 |
|
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| Unilever Spon Adr New (UL) | 0.1 | $2.7M | -9% | 55k | 48.48 |
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| BlackRock (BLK) | 0.1 | $2.7M | 3.3k | 813.00 |
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| Xylem (XYL) | 0.1 | $2.6M | -4% | 23k | 114.36 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $2.6M | -29% | 52k | 50.58 |
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| Cbre Group Cl A (CBRE) | 0.1 | $2.6M | 28k | 93.09 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.6M | +4% | 8.3k | 310.89 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.6M | +50% | 24k | 108.25 |
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| PNC Financial Services (PNC) | 0.1 | $2.6M | 17k | 154.85 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $2.5M | 68k | 37.22 |
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| General Electric Com New (GE) | 0.1 | $2.5M | 20k | 127.63 |
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| Pinterest Cl A (PINS) | 0.1 | $2.5M | 68k | 37.04 |
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| CRH Ord (CRH) | 0.1 | $2.5M | +2% | 37k | 69.16 |
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| Hp (HPQ) | 0.1 | $2.5M | +4% | 84k | 30.09 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $2.5M | -2% | 17k | 148.38 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $2.5M | +4% | 62k | 40.54 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $2.5M | 33k | 74.27 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.4M | +567% | 32k | 76.13 |
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| Dr Reddys Labs Adr (RDY) | 0.1 | $2.4M | +2% | 35k | 69.58 |
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| Schlumberger Com Stk (SLB) | 0.1 | $2.4M | -3% | 47k | 52.04 |
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| Posco Holdings Sponsored Adr (PKX) | 0.1 | $2.4M | 26k | 95.11 |
|
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.4M | +3% | 19k | 124.97 |
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| Fair Isaac Corporation (FICO) | 0.1 | $2.4M | 2.1k | 1164.01 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $2.4M | 5.9k | 406.89 |
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| CSX Corporation (CSX) | 0.1 | $2.4M | 70k | 34.67 |
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| Williams-Sonoma (WSM) | 0.1 | $2.4M | 12k | 201.78 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $2.4M | 50k | 47.74 |
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| Nextera Energy (NEE) | 0.1 | $2.3M | -7% | 38k | 60.74 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $2.3M | 2.6k | 878.29 |
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| Equinix (EQIX) | 0.1 | $2.3M | -3% | 2.8k | 805.39 |
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| Ferrari Nv Ord (RACE) | 0.1 | $2.3M | 6.7k | 338.43 |
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| Colgate-Palmolive Company (CL) | 0.1 | $2.2M | +14% | 28k | 79.71 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.2M | +22% | 5.5k | 409.52 |
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| Lam Research Corporation (LRCX) | 0.1 | $2.2M | 2.8k | 783.26 |
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| Kla Corp Com New (KLAC) | 0.1 | $2.2M | 3.8k | 581.32 |
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| Chubb (CB) | 0.1 | $2.2M | 9.8k | 226.00 |
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| Booking Holdings (BKNG) | 0.1 | $2.2M | +2% | 621.00 | 3547.22 |
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| ConocoPhillips (COP) | 0.1 | $2.2M | -2% | 19k | 116.07 |
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| CVS Caremark Corporation (CVS) | 0.1 | $2.2M | -3% | 28k | 78.97 |
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| Canadian Natl Ry (CNI) | 0.1 | $2.2M | 17k | 125.63 |
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| Humana (HUM) | 0.1 | $2.2M | 4.8k | 457.81 |
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| State Street Corporation (STT) | 0.1 | $2.2M | -7% | 28k | 77.46 |
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| Diageo Spon Adr New (DEO) | 0.1 | $2.2M | -8% | 15k | 145.66 |
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| Waste Management (WM) | 0.1 | $2.2M | +4% | 12k | 179.10 |
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| Metropcs Communications (TMUS) | 0.1 | $2.2M | 13k | 160.33 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.2M | +246% | 9.3k | 232.31 |
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| United Parcel Service CL B (UPS) | 0.1 | $2.1M | +20% | 14k | 157.23 |
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| Shopify Cl A Call Option (Principal) (SHOP) | 0.1 | $2.1M | +5% | 28k | 77.90 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $2.1M | -14% | 256k | 8.33 |
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| Concentrix Corp (CNXC) | 0.1 | $2.1M | +54% | 22k | 98.21 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $2.1M | -2% | 6.3k | 337.36 |
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| Sherwin-Williams Company (SHW) | 0.1 | $2.1M | -2% | 6.8k | 311.90 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.1M | -55% | 30k | 70.35 |
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| Zoetis Cl A (ZTS) | 0.1 | $2.1M | -3% | 11k | 197.37 |
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| Marriott Intl Cl A (MAR) | 0.1 | $2.1M | 9.3k | 225.51 |
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| Enbridge (ENB) | 0.1 | $2.1M | +14% | 58k | 36.02 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $2.1M | +9% | 40k | 52.05 |
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| Air Products & Chemicals (APD) | 0.1 | $2.1M | 7.5k | 273.80 |
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| Fiserv (FI) | 0.1 | $2.1M | 15k | 132.84 |
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $2.0M | 66k | 30.78 |
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| Hartford Financial Services (HIG) | 0.1 | $2.0M | +11% | 25k | 80.38 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $2.0M | 27k | 74.46 |
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| AFLAC Incorporated (AFL) | 0.1 | $2.0M | 25k | 82.50 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $2.0M | 11k | 189.47 |
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| Micron Technology (MU) | 0.1 | $2.0M | 24k | 85.34 |
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|
| Hilton Worldwide Holdings (HLT) | 0.1 | $2.0M | 11k | 182.09 |
|
|
| Alibaba Group Hldg Sponsored Ads Call Option (Principal) (BABA) | 0.1 | $2.0M | -18% | 26k | 77.51 |
|
| AutoZone (AZO) | 0.1 | $2.0M | 767.00 | 2585.61 |
|
|
| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $2.0M | 39k | 50.13 |
|
|
| General Motors Company (GM) | 0.1 | $2.0M | 55k | 35.92 |
|
|
| W.W. Grainger (GWW) | 0.1 | $1.9M | +4% | 2.3k | 828.69 |
|
| Devon Energy Corporation (DVN) | 0.1 | $1.9M | -10% | 43k | 45.30 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $1.9M | +28% | 78k | 24.79 |
|
| Sanofi Sponsored Adr (SNY) | 0.1 | $1.9M | -3% | 39k | 49.73 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $1.9M | +3% | 13k | 146.31 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $1.9M | -3% | 29k | 66.74 |
|
| Bank Of Montreal Cadcom (BMO) | 0.1 | $1.9M | -5% | 19k | 98.94 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $1.9M | +8% | 52k | 37.06 |
|
| Trane Technologies SHS (TT) | 0.1 | $1.9M | 7.8k | 243.90 |
|
|
| Woori Finl Group Sponsored Ads (WF) | 0.1 | $1.9M | +3% | 63k | 30.22 |
|
| Travelers Companies (TRV) | 0.1 | $1.9M | +3% | 9.9k | 190.49 |
|
| Cadence Design Systems (CDNS) | 0.1 | $1.9M | -3% | 6.9k | 272.37 |
|
| American Water Works (AWK) | 0.1 | $1.9M | -14% | 14k | 131.99 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $1.9M | -21% | 30k | 61.90 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $1.9M | 4.0k | 468.14 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.8M | 3.9k | 477.59 |
|
|
| Pioneer Natural Resources (PXD) | 0.1 | $1.8M | 8.2k | 224.88 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $1.8M | 26k | 67.38 |
|
|
| Cummins (CMI) | 0.1 | $1.8M | +2% | 7.4k | 239.57 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.8M | +109% | 14k | 130.92 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $1.8M | -10% | 22k | 79.06 |
|
| Ross Stores (ROST) | 0.1 | $1.8M | 13k | 138.39 |
|
|
| Bk Nova Cad (BNS) | 0.1 | $1.7M | -4% | 36k | 48.69 |
|
| Norfolk Southern (NSC) | 0.1 | $1.7M | 7.4k | 236.38 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $1.7M | NEW | 11k | 164.42 |
|
| Cenovus Energy (CVE) | 0.1 | $1.7M | 103k | 16.65 |
|
|
| Phillips 66 (PSX) | 0.1 | $1.7M | +2% | 13k | 133.09 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.7M | -3% | 17k | 99.13 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $1.7M | +2% | 3.7k | 460.70 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $1.7M | 172k | 9.68 |
|
|
| Citigroup Com New (C) | 0.1 | $1.6M | +19% | 32k | 51.44 |
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $1.6M | 109k | 15.04 |
|
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.1 | $1.6M | 42k | 39.07 |
|
|
| Airbnb Com Cl A Call Option (Principal) (ABNB) | 0.1 | $1.6M | -7% | 12k | 136.14 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $1.6M | 28k | 57.81 |
|
|
| Newmont Mining Corporation (NEM) | 0.1 | $1.6M | +90% | 38k | 41.39 |
|
| Proshares Tr Shrt Russell2000 (RWM) | 0.1 | $1.6M | 75k | 21.08 |
|
|
| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $1.6M | 50k | 31.64 |
|
Past Filings by Laird Norton Wetherby Wealth Management
SEC 13F filings are viewable for Laird Norton Wetherby Wealth Management going back to 2011
- Laird Norton Wetherby Wealth Management 2023 Q4 filed Feb. 14, 2024
- Wetherby Asset Management 2023 Q3 filed Nov. 14, 2023
- Wetherby Asset Management 2023 Q2 filed Aug. 14, 2023
- Wetherby Asset Management 2023 Q1 filed May 12, 2023
- Wetherby Asset Management 2022 Q4 filed Feb. 14, 2023
- Wetherby Asset Management 2022 Q3 filed Nov. 14, 2022
- Wetherby Asset Management 2022 Q2 filed Aug. 15, 2022
- Wetherby Asset Management 2022 Q1 filed May 16, 2022
- Wetherby Asset Management 2021 Q4 filed Feb. 14, 2022
- Wetherby Asset Management 2021 Q3 filed Nov. 15, 2021
- Wetherby Asset Management 2021 Q2 filed Aug. 16, 2021
- Wetherby Asset Management 2021 Q1 filed May 14, 2021
- Wetherby Asset Management 2020 Q4 filed Feb. 11, 2021
- Wetherby Asset Management 2020 Q3 restated filed Dec. 16, 2020
- Wetherby Asset Management 2020 Q3 amended filed Dec. 16, 2020
- Wetherby Asset Management 2020 Q3 filed Nov. 13, 2020