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, NVDA, AMZN, and represent 21.50% of Laird Norton Wetherby Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$6.7M), WMT (+$5.1M), GPN, SCHW, IJH, BDX, IUSB, HDB, RWM, VT.
- Started 65 new stock positions in WOOF, VBR, FRT, OGN, VST, VEEV, EFV, SBSW, GUG, LSXMA.
- Reduced shares in these 10 stocks: AAPL, ANET, MSFT, SCHE, CNXC, SCHF, SBUX, MRK, TSLA, PFE.
- Sold out of its positions in AGCO, AFRM, ACHR, AVT, Cooper Companies, HTGC, VVR, VKQ, VGM, VMO.
- Laird Norton Wetherby Wealth Management was a net buyer of stock by $17M.
- Laird Norton Wetherby Wealth Management has $2.1B in assets under management (AUM), dropping by 9.32%.
- Central Index Key (CIK): 0001279627
Tip: Access up to 7 years of quarterly data
Positions held by Wetherby Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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.
- Sign up to view all of the Laird Norton Wetherby Wealth Management March 31, 2024 positions
- Download the Laird Norton Wetherby Wealth Management March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Call Option (AAPL) | 6.0 | $125M | 729k | 171.48 |
|
|
| Microsoft Corporation (MSFT) | 5.0 | $104M | 247k | 420.72 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.2 | $89M | 341k | 259.90 |
|
|
| NVIDIA Corporation (NVDA) | 3.2 | $67M | 74k | 903.61 |
|
|
| Amazon Call Option (AMZN) | 3.2 | $67M | +11% | 369k | 180.38 |
|
| Alphabet Cap Stk Cl A Call Option (GOOGL) | 1.8 | $38M | 249k | 150.93 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.8 | $38M | 747k | 50.17 |
|
|
| Meta Platforms Cl A (META) | 1.7 | $35M | 72k | 485.58 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $33M | 63k | 523.07 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.3 | $27M | +2% | 247k | 110.50 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $21M | 26k | 777.96 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $19M | 95k | 200.30 |
|
|
| Walt Disney Company (DIS) | 0.9 | $18M | 151k | 122.36 |
|
|
| Commercial Metals Company (CMC) | 0.8 | $17M | 286k | 58.77 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $17M | 121k | 136.05 |
|
|
| Visa Com Cl A (V) | 0.8 | $16M | 57k | 279.08 |
|
|
| Merck & Co (MRK) | 0.8 | $16M | -3% | 120k | 131.95 |
|
| Netflix (NFLX) | 0.7 | $14M | 23k | 607.33 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $14M | 91k | 152.26 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.6 | $14M | 105k | 128.40 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $13M | +2% | 85k | 158.19 |
|
| Home Depot (HD) | 0.6 | $13M | 34k | 383.60 |
|
|
| UnitedHealth (UNH) | 0.6 | $13M | -2% | 26k | 494.70 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $13M | +3% | 68k | 186.81 |
|
| Grindr (GRND) | 0.6 | $12M | 1.2M | 10.13 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $12M | 24k | 481.57 |
|
|
| Broadcom (AVGO) | 0.5 | $11M | 8.6k | 1325.41 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $11M | -3% | 15k | 732.63 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $11M | +2% | 11k | 970.47 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $11M | -2% | 31k | 346.61 |
|
| Tesla Motors (TSLA) | 0.5 | $10M | -5% | 59k | 175.79 |
|
| Advanced Micro Devices (AMD) | 0.5 | $9.8M | 55k | 180.49 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $9.6M | 59k | 162.25 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $9.5M | -4% | 112k | 84.44 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $8.7M | 18k | 480.71 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $8.5M | 204k | 41.77 |
|
|
| Pepsi (PEP) | 0.4 | $8.4M | -3% | 48k | 175.01 |
|
| Abbvie (ABBV) | 0.4 | $8.3M | 46k | 182.10 |
|
|
| salesforce (CRM) | 0.4 | $8.2M | 27k | 301.18 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $8.0M | -2% | 16k | 504.60 |
|
| Toyota Motor Corp Ads (TM) | 0.4 | $7.9M | 31k | 251.68 |
|
|
| Oracle Corporation (ORCL) | 0.4 | $7.9M | 63k | 125.61 |
|
|
| Arista Networks (ANET) | 0.4 | $7.8M | -17% | 27k | 289.98 |
|
| Abbott Laboratories (ABT) | 0.4 | $7.8M | +2% | 69k | 113.66 |
|
| Wal-Mart Stores (WMT) | 0.4 | $7.7M | +197% | 128k | 60.17 |
|
| Te Connectivity SHS (TEL) | 0.4 | $7.7M | +2% | 53k | 145.24 |
|
| Bank of America Corporation (BAC) | 0.4 | $7.4M | 194k | 37.92 |
|
|
| Charles Schwab Corporation (SCHW) | 0.3 | $7.3M | +55% | 101k | 72.34 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $7.2M | -2% | 62k | 116.24 |
|
| Qualcomm (QCOM) | 0.3 | $6.8M | 40k | 169.30 |
|
|
| McDonald's Corporation (MCD) | 0.3 | $6.7M | -2% | 24k | 281.95 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $6.7M | 23k | 300.07 |
|
|
| Cisco Systems (CSCO) | 0.3 | $6.7M | -4% | 134k | 49.91 |
|
| Intuit (INTU) | 0.3 | $6.6M | 10k | 650.00 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $6.5M | 23k | 288.03 |
|
|
| Coca-Cola Company (KO) | 0.3 | $6.3M | 103k | 61.18 |
|
|
| Intel Corporation (INTC) | 0.3 | $6.2M | 140k | 44.17 |
|
|
| Chevron Corporation (CVX) | 0.3 | $6.1M | 38k | 157.74 |
|
|
| Danaher Corporation (DHR) | 0.3 | $6.0M | +7% | 24k | 249.72 |
|
| Penumbra (PEN) | 0.3 | $6.0M | 27k | 223.18 |
|
|
| Applied Materials (AMAT) | 0.3 | $5.9M | 29k | 206.23 |
|
|
| American Express Company (AXP) | 0.3 | $5.7M | 25k | 227.69 |
|
|
| Thermo Fisher Scientific (TMO) | 0.3 | $5.6M | 9.6k | 581.21 |
|
|
| S&p Global (SPGI) | 0.3 | $5.6M | 13k | 425.45 |
|
|
| Union Pacific Corporation (UNP) | 0.3 | $5.5M | 23k | 245.93 |
|
|
| Sap Se Spon Adr (SAP) | 0.3 | $5.5M | 28k | 195.03 |
|
|
| Global Payments (GPN) | 0.3 | $5.4M | +256% | 41k | 133.66 |
|
| Goldman Sachs (GS) | 0.2 | $5.1M | 12k | 417.70 |
|
|
| Amgen (AMGN) | 0.2 | $5.1M | 18k | 284.32 |
|
|
| Novartis Sponsored Adr (NVS) | 0.2 | $5.0M | 52k | 96.73 |
|
|
| Linde SHS (LIN) | 0.2 | $5.0M | -4% | 11k | 464.32 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $4.9M | +2% | 73k | 67.75 |
|
| Lowe's Companies (LOW) | 0.2 | $4.9M | 19k | 254.73 |
|
|
| Caterpillar (CAT) | 0.2 | $4.9M | 13k | 366.43 |
|
|
| TransDigm Group Incorporated (TDG) | 0.2 | $4.8M | 3.9k | 1231.60 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $4.7M | 14k | 337.05 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $4.7M | 107k | 43.35 |
|
|
| Inhibrx | 0.2 | $4.6M | -3% | 131k | 34.96 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $4.4M | 7.8k | 556.42 |
|
|
| Automatic Data Processing (ADP) | 0.2 | $4.3M | 17k | 249.74 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $4.3M | 14k | 312.91 |
|
|
| Servicenow (NOW) | 0.2 | $4.3M | 5.6k | 762.40 |
|
|
| Cigna Corp (CI) | 0.2 | $4.3M | -5% | 12k | 363.19 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $4.3M | +12% | 59k | 72.59 |
|
| Ubs Group SHS (UBS) | 0.2 | $4.3M | 139k | 30.72 |
|
|
| Stryker Corporation (SYK) | 0.2 | $4.2M | 12k | 357.87 |
|
|
| Starbucks Corporation (SBUX) | 0.2 | $4.2M | -13% | 46k | 91.39 |
|
| Motorola Solutions Com New (MSI) | 0.2 | $4.2M | 12k | 354.98 |
|
|
| Prologis (PLD) | 0.2 | $4.2M | 32k | 130.22 |
|
|
| Texas Instruments Incorporated (TXN) | 0.2 | $4.2M | 24k | 174.23 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $4.1M | 52k | 79.86 |
|
|
| Progressive Corporation (PGR) | 0.2 | $4.1M | -3% | 20k | 206.82 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $4.1M | 35k | 114.96 |
|
|
| Anthem (ELV) | 0.2 | $4.0M | 7.8k | 518.54 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $4.0M | 75k | 53.39 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $4.0M | 68k | 58.65 |
|
|
| Infosys Sponsored Adr (INFY) | 0.2 | $4.0M | 221k | 17.93 |
|
|
| Gilead Sciences (GILD) | 0.2 | $4.0M | +16% | 54k | 73.25 |
|
| Five9 (FIVN) | 0.2 | $3.9M | 63k | 62.11 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $3.9M | 45k | 85.74 |
|
|
| Target Corporation (TGT) | 0.2 | $3.9M | +2% | 22k | 177.21 |
|
| Williams-Sonoma (WSM) | 0.2 | $3.8M | 12k | 317.53 |
|
|
| TJX Companies (TJX) | 0.2 | $3.8M | 37k | 101.42 |
|
|
| Verizon Communications (VZ) | 0.2 | $3.7M | +2% | 87k | 41.96 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $3.6M | 20k | 182.61 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.2 | $3.6M | +10% | 622k | 5.75 |
|
| Omni (OMC) | 0.2 | $3.6M | 37k | 96.76 |
|
|
| Illinois Tool Works (ITW) | 0.2 | $3.5M | 13k | 268.33 |
|
|
| Icici Bank Adr (IBN) | 0.2 | $3.5M | 134k | 26.41 |
|
|
| Workday Cl A (WDAY) | 0.2 | $3.5M | -11% | 13k | 272.75 |
|
| General Electric Com New (GE) | 0.2 | $3.5M | 20k | 175.53 |
|
|
| Honeywell International (HON) | 0.2 | $3.5M | 17k | 205.26 |
|
|
| Ecolab (ECL) | 0.2 | $3.4M | +3% | 15k | 230.90 |
|
| International Business Machines (IBM) | 0.2 | $3.4M | -4% | 18k | 190.97 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.2 | $3.4M | 65k | 52.07 |
|
|
| Shell Spon Ads (SHEL) | 0.2 | $3.3M | 49k | 67.04 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $3.3M | +367% | 54k | 60.74 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $3.2M | 33k | 97.53 |
|
|
| Palo Alto Networks (PANW) | 0.2 | $3.2M | -8% | 11k | 284.13 |
|
| McKesson Corporation (MCK) | 0.2 | $3.2M | 6.0k | 536.85 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $3.2M | +2% | 56k | 57.96 |
|
| Pfizer (PFE) | 0.2 | $3.2M | -15% | 115k | 27.75 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $3.2M | -6% | 16k | 201.50 |
|
| Deere & Company (DE) | 0.2 | $3.2M | 7.7k | 410.74 |
|
|
| CRH Ord (CRH) | 0.2 | $3.2M | 37k | 86.26 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $3.1M | 39k | 79.91 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.1M | 15k | 210.30 |
|
|
| Moody's Corporation (MCO) | 0.1 | $3.1M | 7.8k | 393.03 |
|
|
| Arch Cap Group Ord (ACGL) | 0.1 | $3.1M | 33k | 92.44 |
|
|
| Relx Sponsored Adr (RELX) | 0.1 | $3.1M | 71k | 43.30 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $3.1M | -2% | 33k | 94.16 |
|
| Rbc Cad (RY) | 0.1 | $3.0M | 30k | 100.88 |
|
|
| Xylem (XYL) | 0.1 | $3.0M | 23k | 129.24 |
|
|
| Nike CL B (NKE) | 0.1 | $2.9M | -8% | 31k | 93.98 |
|
| Bhp Group Sponsored Ads (BHP) | 0.1 | $2.9M | 51k | 57.69 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.9M | -4% | 71k | 41.08 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $2.9M | 6.7k | 435.94 |
|
|
| Verisk Analytics (VRSK) | 0.1 | $2.9M | -3% | 12k | 235.73 |
|
| Thomson Reuters Corp. (TRI) | 0.1 | $2.9M | 19k | 155.83 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.9M | 8.4k | 344.19 |
|
|
| At&t (T) | 0.1 | $2.9M | 163k | 17.60 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.9M | +23% | 12k | 249.86 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $2.8M | 68k | 40.90 |
|
|
| American Tower Reit (AMT) | 0.1 | $2.8M | -3% | 14k | 197.59 |
|
| Micron Technology (MU) | 0.1 | $2.8M | 24k | 117.89 |
|
|
| Analog Devices (ADI) | 0.1 | $2.8M | 14k | 197.79 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $2.8M | -10% | 51k | 54.23 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.1 | $2.8M | 343k | 8.09 |
|
|
| Sonoco Products Company (SON) | 0.1 | $2.8M | 48k | 57.84 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $2.8M | +3% | 54k | 51.60 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $2.8M | -14% | 42k | 65.32 |
|
| Lam Research Corporation (LRCX) | 0.1 | $2.7M | 2.8k | 971.57 |
|
|
| BlackRock (BLK) | 0.1 | $2.7M | 3.3k | 832.66 |
|
|
| Cbre Group Cl A (CBRE) | 0.1 | $2.7M | 28k | 97.24 |
|
|
| PNC Financial Services (PNC) | 0.1 | $2.7M | 17k | 161.61 |
|
|
| Unilever Spon Adr New (UL) | 0.1 | $2.7M | -2% | 54k | 50.19 |
|
| Philip Morris International (PM) | 0.1 | $2.7M | 29k | 91.62 |
|
|
| Hartford Financial Services (HIG) | 0.1 | $2.7M | 26k | 103.05 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $2.7M | -4% | 5.8k | 454.87 |
|
| Dr Reddys Labs Adr (RDY) | 0.1 | $2.7M | +2% | 36k | 73.35 |
|
| Nu Hldgs Ord Shs Cl A Call Option (NU) | 0.1 | $2.6M | -13% | 221k | 11.93 |
|
| Kla Corp Com New (KLAC) | 0.1 | $2.6M | 3.8k | 698.60 |
|
|
| Fair Isaac Corporation (FICO) | 0.1 | $2.6M | 2.1k | 1249.61 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.6M | 32k | 80.63 |
|
|
| Hp (HPQ) | 0.1 | $2.6M | 85k | 30.22 |
|
|
| CSX Corporation (CSX) | 0.1 | $2.6M | 69k | 37.07 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.6M | 20k | 131.24 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $2.5M | 36k | 70.00 |
|
|
| Waste Management (WM) | 0.1 | $2.5M | 12k | 213.15 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $2.5M | 6.3k | 399.09 |
|
|
| Schlumberger Com Stk (SLB) | 0.1 | $2.5M | 46k | 54.81 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.5M | -4% | 23k | 110.52 |
|
| Chubb (CB) | 0.1 | $2.5M | 9.7k | 259.13 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.5M | +24% | 4.8k | 525.76 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $2.5M | -11% | 27k | 93.71 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $2.5M | 5.9k | 418.01 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.5M | 5.6k | 444.01 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $2.5M | 2.6k | 962.49 |
|
|
| Fiserv (FI) | 0.1 | $2.4M | 15k | 159.82 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $2.4M | +3% | 7.0k | 347.33 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $2.4M | -5% | 27k | 90.05 |
|
| AutoZone (AZO) | 0.1 | $2.4M | 757.00 | 3151.65 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $2.4M | 60k | 39.36 |
|
|
| Pinterest Cl A (PINS) | 0.1 | $2.4M | 68k | 34.67 |
|
|
| Booking Holdings (BKNG) | 0.1 | $2.4M | +4% | 652.00 | 3627.88 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $2.4M | 67k | 35.49 |
|
|
| ConocoPhillips (COP) | 0.1 | $2.4M | -2% | 19k | 127.28 |
|
| General Motors Company (GM) | 0.1 | $2.3M | -5% | 52k | 45.26 |
|
| Equinix (EQIX) | 0.1 | $2.3M | 2.8k | 825.33 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $2.3M | 11k | 213.31 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $2.3M | 50k | 47.06 |
|
|
| W.W. Grainger (GWW) | 0.1 | $2.3M | -2% | 2.3k | 1017.30 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $2.3M | 40k | 57.62 |
|
|
| Canadian Natl Ry (CNI) | 0.1 | $2.3M | 18k | 131.71 |
|
|
| GSK Sponsored Adr (GSK) | 0.1 | $2.3M | +4% | 54k | 42.87 |
|
| Proshares Tr Shrt Russell2000 (RWM) | 0.1 | $2.3M | +53% | 115k | 20.06 |
|
| Citigroup Com New (C) | 0.1 | $2.3M | +13% | 36k | 63.24 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $2.3M | -2% | 9.0k | 252.31 |
|
| Nextera Energy (NEE) | 0.1 | $2.3M | -6% | 35k | 63.91 |
|
| Travelers Companies (TRV) | 0.1 | $2.3M | 9.8k | 230.14 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $2.2M | +20% | 13k | 175.27 |
|
| Devon Energy Corporation (DVN) | 0.1 | $2.2M | +3% | 44k | 50.18 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.2M | 30k | 74.22 |
|
|
| Shopify Cl A (SHOP) | 0.1 | $2.2M | +4% | 29k | 77.17 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $2.2M | 11k | 205.98 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $2.2M | 28k | 79.76 |
|
|
| Uber Technologies (UBER) | 0.1 | $2.2M | +26% | 28k | 76.99 |
|
| Cummins (CMI) | 0.1 | $2.2M | 7.4k | 294.65 |
|
|
| Cadence Design Systems (CDNS) | 0.1 | $2.2M | 7.0k | 311.28 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $2.2M | 13k | 163.22 |
|
|
| Diageo Spon Adr New (DEO) | 0.1 | $2.2M | -2% | 15k | 148.74 |
|
| Phillips 66 (PSX) | 0.1 | $2.1M | 13k | 163.34 |
|
|
| Enbridge (ENB) | 0.1 | $2.1M | 58k | 36.18 |
|
|
| Woori Finl Group Sponsored Ads (WF) | 0.1 | $2.1M | +2% | 65k | 32.43 |
|
| AFLAC Incorporated (AFL) | 0.1 | $2.1M | 24k | 85.86 |
|
|
| Airbnb Com Cl A (ABNB) | 0.1 | $2.1M | +5% | 13k | 164.96 |
|
| Boeing Company (BA) | 0.1 | $2.1M | -4% | 11k | 193.00 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $2.1M | +2% | 176k | 11.77 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $2.1M | +2% | 30k | 69.95 |
|
| Bk Nova Cad (BNS) | 0.1 | $2.1M | +10% | 40k | 51.78 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $2.0M | 3.7k | 555.79 |
|
|
| Cenovus Energy (CVE) | 0.1 | $2.0M | 102k | 19.99 |
|
|
| Dell Technologies CL C (DELL) | 0.1 | $2.0M | 18k | 114.11 |
|
|
| Canadian Pacific Kansas City (CP) | 0.1 | $2.0M | +2% | 23k | 88.17 |
|
| Pioneer Natural Resources | 0.1 | $2.0M | -6% | 7.6k | 262.50 |
|
| United Parcel Service CL B (UPS) | 0.1 | $2.0M | -2% | 13k | 148.63 |
|
| Posco Holdings Sponsored Adr (PKX) | 0.1 | $2.0M | 25k | 78.42 |
|
|
| State Street Corporation (STT) | 0.1 | $2.0M | -9% | 25k | 77.32 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $2.0M | 17k | 115.35 |
|
|
| Kroger (KR) | 0.1 | $2.0M | +7% | 34k | 57.13 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $1.9M | 28k | 68.49 |
|
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $1.9M | +162% | 34k | 55.98 |
|
| Trane Technologies SHS (TT) | 0.1 | $1.9M | -17% | 6.4k | 300.20 |
|
| Clorox Company (CLX) | 0.1 | $1.9M | +34% | 13k | 153.11 |
|
| Bank Of Montreal Cadcom (BMO) | 0.1 | $1.9M | 19k | 97.68 |
|
|
| Norfolk Southern (NSC) | 0.1 | $1.9M | 7.4k | 254.87 |
|
|
| Ross Stores (ROST) | 0.1 | $1.8M | 13k | 146.76 |
|
|
| Sanofi Sponsored Adr (SNY) | 0.1 | $1.8M | -2% | 38k | 48.60 |
|
| Hca Holdings (HCA) | 0.1 | $1.8M | 5.5k | 333.53 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $1.8M | -3% | 3.8k | 478.66 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $1.8M | -4% | 29k | 63.33 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $1.8M | 26k | 68.83 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $1.8M | 108k | 16.49 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $1.8M | 11k | 169.21 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.8M | 14k | 131.37 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $1.8M | -5% | 611.00 | 2906.77 |
|
| O'reilly Automotive (ORLY) | 0.1 | $1.8M | 1.6k | 1128.88 |
|
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $1.7M | 170k | 10.23 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $1.7M | 27k | 63.75 |
|
|
| Republic Services (RSG) | 0.1 | $1.7M | 9.0k | 191.44 |
|
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 2024 Q1 filed May 15, 2024
- 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