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 GS, PLUG, RUN, SAN, INAB, PLTR, AFRM, IWR, SOFI, SUSA.
- 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
Tip: Access up to 7 years of quarterly data
Positions held by Laird Norton Tyee Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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 |
|
| 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 |
|
| Redfin Corp (RDFN) | 0.1 | $466k | 70k | 6.65 |
|
|
| Sunrun (RUN) | 0.1 | $444k | NEW | 34k | 13.18 |
|
| Fifth Third Ban (FITB) | 0.1 | $436k | NEW | 12k | 37.56 |
|
| 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 |
|
|
| 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 |
|
| Ford Motor Company (F) | 0.0 | $133k | 10k | 13.28 |
|
|
| Clene Common Stock (CLNN) | 0.0 | $114k | 269k | 0.43 |
|
|
| 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 |
|
|
| 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