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 65.89% of Laird Norton Wetherby Trust Company's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$9.1M), TSLA (+$5.1M), BND, AMZN, MUB, AMAT, VEU, VXUS, DGRO, SCHF.
- Started 12 new stock positions in ACCD, LPL, BNDX, NIO, SCHF, SCHG, DGRO, CRGY, SCHP, TSLA. IGF, AMAT.
- Reduced shares in these 10 stocks: MSFT (-$26M), , VTEB, BILL, NVDA, BIL, IWB, VOTE, , EFA.
- Sold out of its positions in ABBV, APA, BP, BALL, BILL, ENIC, VOTE, GROV, NWL, OVV. PSEC, BIL, TPIC, WBD, AU, ARCO.
- Laird Norton Wetherby Trust Company was a net seller of stock by $-13M.
- Laird Norton Wetherby Trust Company has $731M in assets under management (AUM), dropping by -4.22%.
- 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 80 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 39.3 | $287M | -8% | 682k | 421.50 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 10.6 | $77M | +2% | 1.3M | 57.41 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 8.8 | $64M | +16% | 221k | 289.81 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.8 | $28M | 624k | 44.04 |
|
|
| Apple (AAPL) | 3.5 | $26M | 103k | 250.42 |
|
|
| Amazon (AMZN) | 2.9 | $21M | +13% | 98k | 219.39 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.3 | $17M | 355k | 47.82 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.3 | $17M | 165k | 101.53 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 1.5 | $11M | -10% | 35k | 322.16 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $11M | -13% | 83k | 134.29 |
|
| Getty Images Holdings Cl A Com (GETY) | 1.4 | $11M | 4.9M | 2.16 |
|
|
| Sprott Physical Gold Tr Unit (PHYS) | 1.3 | $9.3M | 463k | 20.14 |
|
|
| Ishares Tr National Mun Etf (MUB) | 1.3 | $9.2M | +31% | 86k | 106.55 |
|
| International Business Machines (IBM) | 1.2 | $8.7M | 40k | 219.83 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.2 | $8.7M | -8% | 115k | 75.61 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.1 | $8.2M | -3% | 70k | 117.48 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $7.7M | +121% | 106k | 71.91 |
|
| Abbott Laboratories (ABT) | 1.0 | $7.4M | 66k | 113.11 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.9 | $6.8M | +22% | 115k | 58.93 |
|
| Goldman Sachs (GS) | 0.9 | $6.3M | 11k | 572.62 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $5.9M | 10k | 588.05 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $5.7M | 24k | 239.71 |
|
|
| Procter & Gamble Company (PG) | 0.8 | $5.6M | 33k | 167.65 |
|
|
| Tesla Motors (TSLA) | 0.7 | $5.1M | NEW | 13k | 403.84 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $4.9M | 46k | 107.57 |
|
|
| Home Depot (HD) | 0.6 | $4.4M | 11k | 388.99 |
|
|
| Chevron Corporation (CVX) | 0.6 | $4.1M | 28k | 144.84 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $4.0M | 65k | 62.31 |
|
|
| 3M Company (MMM) | 0.5 | $3.9M | 30k | 129.09 |
|
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.4 | $3.3M | 27k | 121.59 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.0M | 16k | 190.44 |
|
|
| Nextera Energy (NEE) | 0.4 | $3.0M | 41k | 71.69 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $2.6M | 30k | 88.40 |
|
|
| Us Bancorp Del Com New (USB) | 0.3 | $2.5M | 52k | 48.33 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $2.4M | -57% | 48k | 50.13 |
|
| Remitly Global (RELY) | 0.3 | $2.4M | 105k | 22.57 |
|
|
| Paccar (PCAR) | 0.3 | $2.3M | -17% | 22k | 107.02 |
|
| Applied Materials (AMAT) | 0.3 | $2.0M | NEW | 12k | 162.63 |
|
| Starbucks Corporation (SBUX) | 0.2 | $1.7M | 18k | 91.25 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.6M | +140% | 31k | 52.22 |
|
| Anixa Biosciences (ANIX) | 0.2 | $1.4M | 622k | 2.32 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.2 | $1.3M | 35k | 38.08 |
|
|
| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.2 | $1.2M | 31k | 38.76 |
|
|
| Fluor Corporation (FLR) | 0.1 | $1.1M | 22k | 49.32 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $1.1M | NEW | 17k | 61.34 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.0M | NEW | 56k | 18.50 |
|
| Sofi Technologies (SOFI) | 0.1 | $993k | 65k | 15.40 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $951k | 13k | 75.63 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $879k | +239% | 248k | 3.54 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $809k | NEW | 17k | 49.05 |
|
| Bank of America Corporation (BAC) | 0.1 | $784k | +75% | 18k | 43.95 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.1 | $775k | 13k | 60.90 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $647k | NEW | 12k | 52.27 |
|
| Fifth Third Ban (FITB) | 0.1 | $503k | 12k | 42.65 |
|
|
| Redfin Corp (RDFN) | 0.1 | $449k | 57k | 7.87 |
|
|
| Jumia Technologies Sponsored Ads (JMIA) | 0.1 | $444k | 116k | 3.82 |
|
|
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.1 | $443k | 21k | 21.38 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $431k | NEW | 17k | 25.83 |
|
| Dropbox Cl A (DBX) | 0.1 | $431k | 14k | 30.04 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $392k | NEW | 14k | 27.87 |
|
| Pfizer (PFE) | 0.0 | $283k | 11k | 26.53 |
|
|
| Xpeng Ads (XPEV) | 0.0 | $256k | 22k | 11.82 |
|
|
| Crescent Energy Company Cl A Com (CRGY) | 0.0 | $247k | NEW | 17k | 14.61 |
|
| Ford Motor Company (F) | 0.0 | $238k | -40% | 24k | 9.90 |
|
| Haleon Spon Ads (HLN) | 0.0 | $208k | 22k | 9.54 |
|
|
| Planet Labs Pbc Com Cl A (PL) | 0.0 | $162k | +33% | 40k | 4.04 |
|
| Inmune Bio Ord (INMB) | 0.0 | $159k | +3% | 34k | 4.67 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $154k | 24k | 6.49 |
|
|
| Banco Santander Adr (SAN) | 0.0 | $153k | 34k | 4.56 |
|
|
| Key Tronic Corporation (KTCC) | 0.0 | $149k | -51% | 36k | 4.17 |
|
| Lg Display Spons Adr Rep (LPL) | 0.0 | $130k | NEW | 42k | 3.07 |
|
| Ess Tech Com New (GWH) | 0.0 | $125k | 21k | 5.88 |
|
|
| Kinross Gold Corp (KGC) | 0.0 | $114k | 12k | 9.27 |
|
|
| Nio Spon Ads (NIO) | 0.0 | $93k | NEW | 21k | 4.36 |
|
| Envveno Medical (NVNO) | 0.0 | $76k | 25k | 3.02 |
|
|
| Athira Pharma (ATHA) | 0.0 | $75k | -13% | 127k | 0.59 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $52k | 12k | 4.43 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $48k | 18k | 2.72 |
|
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $39k | -38% | 20k | 1.96 |
|
| Accolade (ACCD) | 0.0 | $38k | NEW | 11k | 3.42 |
|
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 Q4 filed Feb. 14, 2025
- Laird Norton Wetherby Trust Company 2024 Q3 filed Nov. 14, 2024
- Laird Norton Wetherby Trust Company 2024 Q2 filed Aug. 14, 2024
- 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