Wetherby Asset Management
Latest statistics and disclosures from Wetherby Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VTI, MSFT, AMZN, SPY, and represent 21.56% of Wetherby Asset Management's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$27M), DIS, SHEL, SHV, AMD, BRK.B, VT, MSFT, SPGI, GOOGL.
- Started 63 new stock positions in NUVB, SPLK, ALK, RIG, COIN, RUN, 51job, CHRW, OXLC, SLG.
- Reduced shares in these 10 stocks: SPY, Royal Dutch Shell, VTI, Sesa Sterlite Ltd sp, Ihs Markit, EEM, Xilinx, META, Chng Fin Div Impact Etf other, SHY.
- Sold out of its positions in AGNC, FAX, BGNE, BPMC, BURL, IGR, GLO, Corepoint Lodging Inc. Reit, DPZ, Chng Fin Div Impact Etf other.
- Wetherby Asset Management was a net buyer of stock by $57M.
- Wetherby Asset Management has $1.7B in assets under management (AUM), dropping by -1.79%.
- Central Index Key (CIK): 0001279627
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Portfolio Holdings for Wetherby Asset Management
Wetherby Asset Management holds 914 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Wetherby Asset Management has 914 total positions. Only the first 250 positions are shown.
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- Download the Wetherby Asset Management March 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Call Option (AAPL) | 8.3 | $145M | +22% | 828k | 174.62 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.4 | $78M | 340k | 227.78 | ||
| Microsoft Corporation (MSFT) | 4.0 | $70M | +2% | 226k | 308.29 | |
| Amazon Call Option (AMZN) | 2.6 | $46M | 14k | 3260.00 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $39M | -5% | 86k | 451.64 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.9 | $33M | 63.00 | 528920.63 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $32M | +4% | 12k | 2781.31 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.7 | $30M | 616k | 48.03 | ||
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.4 | $24M | +6% | 240k | 100.00 | |
| Penumbra (PEN) | 1.3 | $23M | 101k | 222.13 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $20M | +10% | 56k | 352.92 | |
| Tesla Motors (TSLA) | 1.1 | $19M | +3% | 18k | 1077.62 | |
| NVIDIA Corporation (NVDA) | 1.0 | $18M | +3% | 66k | 272.85 | |
| Meta Platforms Cl A (META) | 1.0 | $17M | -5% | 78k | 222.33 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $15M | 5.3k | 2792.90 | ||
| Johnson & Johnson (JNJ) | 0.8 | $15M | +5% | 82k | 177.23 | |
| Commercial Metals Company (CMC) | 0.8 | $13M | 318k | 41.62 | ||
| UnitedHealth (UNH) | 0.7 | $12M | +3% | 24k | 509.98 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $12M | 161k | 76.38 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.7 | $12M | 78k | 155.72 | ||
| Visa Com Cl A Call Option (V) | 0.7 | $12M | 53k | 221.76 | ||
| Walt Disney Company (DIS) | 0.6 | $11M | +33% | 79k | 137.16 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $10M | 75k | 136.34 | ||
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.6 | $10M | 96k | 104.26 | ||
| Home Depot (HD) | 0.6 | $9.7M | +3% | 33k | 299.33 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $9.6M | +4% | 28k | 337.22 | |
| Merck & Co (MRK) | 0.5 | $9.2M | +2% | 112k | 82.05 | |
| Abbvie (ABBV) | 0.5 | $8.8M | 54k | 162.24 | ||
| Procter & Gamble Company (PG) | 0.5 | $8.4M | +5% | 55k | 152.88 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $8.4M | -8% | 181k | 46.13 | |
| Costco Wholesale Corporation (COST) | 0.5 | $8.2M | 14k | 575.86 | ||
| Netflix (NFLX) | 0.5 | $8.1M | 22k | 374.60 | ||
| Bank of America Corporation Call Option (BAC) | 0.4 | $7.7M | -7% | 187k | 41.00 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $7.6M | +6% | 21k | 357.14 | |
| Cisco Systems (CSCO) | 0.4 | $7.6M | 136k | 55.76 | ||
| Advanced Micro Devices (AMD) | 0.4 | $7.5M | +33% | 38k | 200.00 | |
| Pfizer (PFE) | 0.4 | $7.5M | +2% | 145k | 51.84 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $7.5M | +15% | 18k | 415.15 | |
| Pepsi (PEP) | 0.4 | $7.0M | 42k | 167.90 | ||
| Adobe Systems Incorporated (ADBE) | 0.4 | $7.0M | -3% | 15k | 455.63 | |
| Eli Lilly & Co. (LLY) | 0.4 | $6.6M | +3% | 23k | 288.89 | |
| Danaher Corporation (DHR) | 0.4 | $6.5M | +2% | 22k | 293.42 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $6.4M | 25k | 262.34 | ||
| Arista Networks (ANET) | 0.3 | $6.0M | 43k | 138.99 | ||
| Union Pacific Corporation (UNP) | 0.3 | $6.0M | 22k | 273.47 | ||
| Chevron Corporation (CVX) | 0.3 | $5.9M | -5% | 36k | 163.15 | |
| Wal-Mart Stores (WMT) | 0.3 | $5.8M | +2% | 39k | 149.05 | |
| McDonald's Corporation (MCD) | 0.3 | $5.8M | 24k | 246.63 | ||
| Abbott Laboratories (ABT) | 0.3 | $5.7M | 48k | 118.37 | ||
| Nike CL B (NKE) | 0.3 | $5.6M | +3% | 42k | 134.53 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $5.4M | 9.2k | 590.66 | ||
| Coca-Cola Company (KO) | 0.3 | $5.2M | +8% | 85k | 61.58 | |
| Novo-nordisk A S Adr (NVO) | 0.3 | $5.2M | +2% | 47k | 111.04 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $5.2M | -4% | 71k | 73.61 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $5.1M | 7.7k | 667.88 | ||
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $5.1M | +16% | 51k | 101.35 | |
| Intel Corporation (INTC) | 0.3 | $5.1M | +8% | 103k | 49.56 | |
| salesforce (CRM) | 0.3 | $5.0M | 24k | 212.32 | ||
| S&p Global (SPGI) | 0.3 | $5.0M | +36% | 12k | 410.21 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $4.7M | 101k | 46.82 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $4.7M | -8% | 17k | 277.61 | |
| Oracle Corporation (ORCL) | 0.3 | $4.7M | 57k | 82.74 | ||
| Bristol Myers Squibb (BMY) | 0.3 | $4.7M | +7% | 64k | 73.13 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $4.6M | +2% | 25k | 183.46 | |
| Prologis (PLD) | 0.3 | $4.6M | +4% | 29k | 161.46 | |
| Qualcomm (QCOM) | 0.3 | $4.6M | -3% | 30k | 152.83 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $4.5M | -6% | 55k | 82.73 | |
| Charles Schwab Corporation (SCHW) | 0.3 | $4.4M | +14% | 53k | 84.31 | |
| Broadcom (AVGO) | 0.2 | $4.3M | +10% | 6.9k | 631.02 | |
| Starbucks Corporation (SBUX) | 0.2 | $4.3M | 48k | 90.96 | ||
| Infosys Sponsored Adr (INFY) | 0.2 | $4.3M | +4% | 174k | 24.89 | |
| Intuit (INTU) | 0.2 | $4.2M | -3% | 8.7k | 480.87 | |
| Amgen (AMGN) | 0.2 | $4.2M | +5% | 17k | 243.33 | |
| Verizon Communications (VZ) | 0.2 | $4.1M | +3% | 81k | 50.87 | |
| Target Corporation (TGT) | 0.2 | $4.1M | 19k | 212.24 | ||
| Paypal Holdings (PYPL) | 0.2 | $4.1M | +2% | 35k | 115.66 | |
| Automatic Data Processing (ADP) | 0.2 | $4.1M | 18k | 227.53 | ||
| Toyota Motor Corp Ads (TM) | 0.2 | $4.1M | -3% | 23k | 180.25 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $4.1M | 78k | 52.27 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $4.0M | -22% | 89k | 45.30 | |
| Novartis Sponsored Adr (NVS) | 0.2 | $4.0M | +3% | 46k | 87.75 | |
| Palo Alto Networks (PANW) | 0.2 | $4.0M | -6% | 6.4k | 621.95 | |
| American Express Company (AXP) | 0.2 | $4.0M | +5% | 21k | 187.00 | |
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $3.9M | +5% | 59k | 66.35 | |
| Sony Group Corporation Sponsored Adr (SONY) | 0.2 | $3.9M | 38k | 102.71 | ||
| Workday Cl A (WDAY) | 0.2 | $3.9M | 16k | 239.46 | ||
| Nextera Energy (NEE) | 0.2 | $3.8M | +2% | 45k | 85.11 | |
| Lowe's Companies (LOW) | 0.2 | $3.8M | 19k | 202.18 | ||
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $3.7M | 7.5k | 490.48 | ||
| Applied Materials (AMAT) | 0.2 | $3.6M | +4% | 28k | 131.81 | |
| Anthem (ANTM) | 0.2 | $3.6M | +7% | 7.3k | 491.25 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $3.6M | +2% | 46k | 78.03 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $3.5M | +17% | 36k | 99.07 | |
| Goldman Sachs (GS) | 0.2 | $3.3M | 10k | 330.13 | ||
| American Tower Reit (AMT) | 0.2 | $3.2M | 13k | 251.97 | ||
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $3.2M | -7% | 49k | 66.34 | |
| Sonoco Products Company (SON) | 0.2 | $3.2M | 51k | 62.57 | ||
| Hp (HPQ) | 0.2 | $3.2M | 88k | 36.30 | ||
| Honeywell International (HON) | 0.2 | $3.2M | 16k | 194.09 | ||
| American Water Works (AWK) | 0.2 | $3.1M | 19k | 165.53 | ||
| Caterpillar (CAT) | 0.2 | $3.1M | 14k | 222.84 | ||
| Inhibrx (INBX) | 0.2 | $3.1M | 137k | 22.28 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $3.0M | -4% | 15k | 205.26 | |
| Bhp Group Sponsored Ads (BHP) | 0.2 | $3.0M | +7% | 40k | 75.76 | |
| Cowen Cl A New (COWN) | 0.2 | $3.0M | 110k | 27.10 | ||
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $3.0M | +80% | 40k | 73.72 | |
| CVS Caremark Corporation (CVS) | 0.2 | $3.0M | +2% | 29k | 101.22 | |
| Medtronic SHS (MDT) | 0.2 | $3.0M | +14% | 27k | 110.96 | |
| PNC Financial Services (PNC) | 0.2 | $3.0M | +6% | 16k | 184.48 | |
| Deere & Company (DE) | 0.2 | $2.9M | +5% | 7.0k | 415.52 | |
| Diageo Spon Adr New (DEO) | 0.2 | $2.9M | 15k | 195.65 | ||
| Morgan Stanley Com New (MS) | 0.2 | $2.9M | -2% | 33k | 87.41 | |
| United Parcel Service CL B (UPS) | 0.2 | $2.9M | +5% | 13k | 214.46 | |
| Stryker Corporation (SYK) | 0.2 | $2.8M | +6% | 11k | 267.31 | |
| Wells Fargo & Company (WFC) | 0.2 | $2.8M | +8% | 58k | 48.45 | |
| Rbc Cad (RY) | 0.2 | $2.8M | +2% | 25k | 110.26 | |
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.2 | $2.7M | +12% | 61k | 44.45 | |
| Alibaba Group Hldg Sponsored Ads Call Option (BABA) | 0.2 | $2.6M | +9% | 24k | 109.00 | |
| Devon Energy Corporation (DVN) | 0.2 | $2.6M | +4% | 45k | 59.14 | |
| State Street Corporation (STT) | 0.2 | $2.6M | 30k | 87.12 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.6M | +26% | 45k | 57.59 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $2.5M | 3.9k | 651.56 | ||
| Relx Sponsored Adr (RELX) | 0.1 | $2.5M | 81k | 31.11 | ||
| Linde SHS (LIN) | 0.1 | $2.5M | +2% | 7.6k | 333.33 | |
| Te Connectivity SHS (TEL) | 0.1 | $2.5M | 19k | 130.97 | ||
| BlackRock (BLK) | 0.1 | $2.5M | 3.3k | 764.71 | ||
| United Microelectronics Corp Spon Adr New (UMC) | 0.1 | $2.5M | +4% | 273k | 9.12 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.5M | +7% | 19k | 128.09 | |
| Shell Spon Ads (SHEL) | 0.1 | $2.5M | NEW | 45k | 54.92 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $2.4M | 44k | 55.56 | ||
| Fmc Corp Com New (FMC) | 0.1 | $2.4M | +8% | 18k | 131.55 | |
| Progressive Corporation (PGR) | 0.1 | $2.4M | +2% | 21k | 113.96 | |
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $2.4M | +57% | 45k | 53.39 | |
| Newmont Mining Corporation (NEM) | 0.1 | $2.4M | +4% | 30k | 79.46 | |
| At&t (T) | 0.1 | $2.4M | +18% | 100k | 23.63 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $2.3M | 9.4k | 250.94 | ||
| Motorola Solutions Com New (MSI) | 0.1 | $2.3M | -15% | 9.7k | 242.17 | |
| Colgate-Palmolive Company (CL) | 0.1 | $2.3M | 31k | 75.82 | ||
| Gilead Sciences (GILD) | 0.1 | $2.3M | -7% | 39k | 59.43 | |
| Icici Bank Adr (IBN) | 0.1 | $2.3M | 121k | 18.94 | ||
| Lockheed Martin Corporation (LMT) | 0.1 | $2.3M | +5% | 5.2k | 439.66 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.3M | -5% | 8.5k | 268.32 | |
| Ubs Group SHS (UBS) | 0.1 | $2.3M | +4% | 117k | 19.54 | |
| Philip Morris International (PM) | 0.1 | $2.3M | +3% | 23k | 100.00 | |
| Bank Of Montreal Cadcom (BMO) | 0.1 | $2.3M | +13% | 19k | 117.95 | |
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $2.3M | 46k | 48.84 | ||
| Concentrix Corp (CNXC) | 0.1 | $2.3M | 14k | 166.54 | ||
| Information Services (III) | 0.1 | $2.2M | +7% | 330k | 6.81 | |
| CSX Corporation (CSX) | 0.1 | $2.2M | 61k | 36.36 | ||
| 3M Company (MMM) | 0.1 | $2.2M | 15k | 150.33 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.2M | +9% | 20k | 107.87 | |
| Servicenow (NOW) | 0.1 | $2.2M | +9% | 3.9k | 556.81 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.2M | -16% | 31k | 69.51 | |
| Sap Se Spon Adr (SAP) | 0.1 | $2.1M | -5% | 19k | 110.93 | |
| Citigroup Com New (C) | 0.1 | $2.1M | +4% | 40k | 53.40 | |
| Cbre Group Cl A (CBRE) | 0.1 | $2.1M | 23k | 91.43 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.1M | 7.3k | 287.64 | ||
| Becton, Dickinson and (BDX) | 0.1 | $2.1M | +3% | 7.9k | 265.97 | |
| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $2.1M | 34k | 61.61 | ||
| Humana (HUM) | 0.1 | $2.1M | +5% | 4.8k | 435.21 | |
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $2.1M | +100% | 144k | 14.32 | |
| TJX Companies (TJX) | 0.1 | $2.1M | +3% | 34k | 60.57 | |
| Paychex (PAYX) | 0.1 | $2.1M | 15k | 136.43 | ||
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $2.1M | 3.8k | 545.53 | ||
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $2.0M | 21k | 96.83 | ||
| Unilever Spon Adr New (UL) | 0.1 | $2.0M | -15% | 44k | 45.57 | |
| Illinois Tool Works (ITW) | 0.1 | $2.0M | +9% | 9.5k | 209.44 | |
| Analog Devices (ADI) | 0.1 | $2.0M | +7% | 12k | 165.14 | |
| Eaton Corp SHS (ETN) | 0.1 | $2.0M | 13k | 151.74 | ||
| Canadian Natl Ry (CNI) | 0.1 | $2.0M | +4% | 15k | 134.12 | |
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $1.9M | 24k | 80.42 | ||
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $1.9M | NEW | 17k | 110.27 | |
| Global Payments (GPN) | 0.1 | $1.9M | 14k | 136.87 | ||
| Woori Finl Group Sponsored Ads (WF) | 0.1 | $1.9M | 51k | 37.66 | ||
| Booking Holdings (BKNG) | 0.1 | $1.9M | +4% | 802.00 | 2347.88 | |
| Sanofi Sponsored Adr (SNY) | 0.1 | $1.9M | 37k | 51.33 | ||
| Arch Cap Group Ord (ACGL) | 0.1 | $1.9M | 39k | 48.43 | ||
| Zoetis Cl A (ZTS) | 0.1 | $1.8M | -2% | 9.8k | 187.50 | |
| General Mills (GIS) | 0.1 | $1.8M | +14% | 27k | 68.59 | |
| Chubb (CB) | 0.1 | $1.8M | +11% | 8.5k | 213.87 | |
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $1.8M | 54k | 33.44 | ||
| Norfolk Southern (NSC) | 0.1 | $1.8M | 6.3k | 285.24 | ||
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.8M | +6% | 12k | 147.74 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $1.8M | 39k | 45.98 | ||
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.8M | 30k | 60.00 | ||
| General Motors Company (GM) | 0.1 | $1.8M | -7% | 41k | 43.73 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.8M | +7% | 5.9k | 301.75 | |
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.1 | $1.8M | 90k | 19.76 | ||
| Schlumberger Com Stk (SLB) | 0.1 | $1.8M | +3% | 42k | 41.32 | |
| Ecolab (ECL) | 0.1 | $1.7M | 9.9k | 176.51 | ||
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $1.7M | +5% | 22k | 79.42 | |
| Intercontinental Exchange (ICE) | 0.1 | $1.7M | +3% | 13k | 133.09 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $1.7M | +4% | 51k | 34.21 | |
| Kla Corp Com New (KLAC) | 0.1 | $1.7M | +6% | 4.8k | 360.00 | |
| Airbnb Com Cl A Call Option (ABNB) | 0.1 | $1.7M | +7% | 10k | 172.00 | |
| Thomson Reuters Corp. Com New (TRI) | 0.1 | $1.7M | +8% | 16k | 108.87 | |
| Kroger (KR) | 0.1 | $1.7M | +5% | 30k | 57.37 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.7M | +4% | 2.4k | 698.16 | |
| Air Products & Chemicals (APD) | 0.1 | $1.7M | 6.7k | 251.50 | ||
| Boeing Company (BA) | 0.1 | $1.7M | -4% | 8.8k | 191.43 | |
| Micron Technology (MU) | 0.1 | $1.7M | 22k | 77.90 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.7M | 10k | 162.16 | ||
| Canadian Pacific Railway (CP) | 0.1 | $1.7M | -6% | 20k | 82.54 | |
| Cenovus Energy (CVE) | 0.1 | $1.7M | 99k | 16.68 | ||
| Moody's Corporation (MCO) | 0.1 | $1.6M | 4.9k | 337.50 | ||
| eBay (EBAY) | 0.1 | $1.6M | +24% | 29k | 57.26 | |
| Cigna Corp (CI) | 0.1 | $1.6M | 6.7k | 239.58 | ||
| McKesson Corporation (MCK) | 0.1 | $1.6M | +3% | 5.2k | 306.08 | |
| Aon Shs Cl A (AON) | 0.1 | $1.6M | +2% | 5.6k | 285.71 | |
| Marriott Intl Cl A (MAR) | 0.1 | $1.6M | +3% | 9.0k | 175.73 | |
| Bk Nova Cad (BNS) | 0.1 | $1.6M | +11% | 22k | 71.71 | |
| Cummins (CMI) | 0.1 | $1.6M | +4% | 7.7k | 205.11 | |
| Metropcs Communications (TMUS) | 0.1 | $1.6M | +11% | 12k | 128.34 | |
| Sherwin-Williams Company (SHW) | 0.1 | $1.6M | +2% | 6.3k | 249.60 | |
| Travelers Companies (TRV) | 0.1 | $1.6M | +5% | 8.5k | 182.73 | |
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $1.5M | +18% | 31k | 49.39 | |
| Altria (MO) | 0.1 | $1.5M | +9% | 29k | 52.32 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.1 | $1.5M | -11% | 11k | 135.28 | |
| Us Bancorp Del Com New (USB) | 0.1 | $1.5M | +2% | 29k | 53.17 | |
| Edwards Lifesciences (EW) | 0.1 | $1.5M | -2% | 13k | 117.74 | |
| Enbridge (ENB) | 0.1 | $1.5M | +16% | 32k | 47.06 | |
| Pioneer Natural Resources (PXD) | 0.1 | $1.5M | +4% | 6.1k | 250.04 | |
| Crown Castle Intl (CCI) | 0.1 | $1.5M | -4% | 8.1k | 185.19 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.5M | 4.1k | 362.49 | ||
| Lam Research Corporation (LRCX) | 0.1 | $1.5M | +3% | 2.8k | 537.55 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.5M | +8% | 5.7k | 260.98 | |
| Glaxosmithkline Sponsored Adr (GSK) | 0.1 | $1.5M | 34k | 43.55 | ||
| Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) | 0.1 | $1.5M | 26k | 56.59 | ||
| Northrop Grumman Corporation (NOC) | 0.1 | $1.5M | +5% | 3.3k | 447.21 | |
| Cme (CME) | 0.1 | $1.5M | +4% | 6.2k | 237.89 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $1.5M | +4% | 8.6k | 170.44 | |
| Prudential Financial (PRU) | 0.1 | $1.5M | +18% | 12k | 118.17 | |
| Allstate Corporation (ALL) | 0.1 | $1.4M | -2% | 10k | 138.47 | |
| Tata Mtrs Sponsored Adr (TTM) | 0.1 | $1.4M | 51k | 27.95 | ||
| Dex (DXCM) | 0.1 | $1.4M | +2% | 2.8k | 512.46 | |
| General Electric Com New (GE) | 0.1 | $1.4M | +6% | 15k | 91.48 | |
| Fiserv (FISV) | 0.1 | $1.4M | -5% | 14k | 101.41 | |
| Hilton Worldwide Holdings (HLT) | 0.1 | $1.4M | +4% | 9.1k | 151.77 | |
| Ishares Msci Cda Etf (EWC) | 0.1 | $1.4M | 34k | 40.19 | ||
| Globe Life (GL) | 0.1 | $1.4M | 14k | 100.56 | ||
| Teck Resources CL B (TECK) | 0.1 | $1.4M | 34k | 40.39 | ||
| AFLAC Incorporated (AFL) | 0.1 | $1.4M | 21k | 64.38 | ||
| Capital One Financial (COF) | 0.1 | $1.4M | 10k | 131.33 | ||
| Equinix (EQIX) | 0.1 | $1.4M | -3% | 1.8k | 750.00 | |
| Amphenol Corp Cl A (APH) | 0.1 | $1.3M | +3% | 18k | 75.36 | |
| Omni (OMC) | 0.1 | $1.3M | +32% | 16k | 84.85 | |
| Waste Management (WM) | 0.1 | $1.3M | +5% | 8.4k | 158.50 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.3M | -28% | 7.4k | 180.60 | |
| Clorox Company (CLX) | 0.1 | $1.3M | +84% | 9.5k | 138.99 | |
| Hca Holdings (HCA) | 0.1 | $1.3M | +5% | 5.3k | 250.71 |
Past Filings by Wetherby Asset Management
SEC 13F filings are viewable for Wetherby Asset Management going back to 2011
- 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
- Wetherby Asset Management 2020 Q2 filed Aug. 14, 2020
- Wetherby Asset Management 2020 Q1 filed May 6, 2020
- Wetherby Asset Management 2019 Q4 filed Jan. 28, 2020
- Wetherby Asset Management 2019 Q3 filed Oct. 31, 2019
- Wetherby Asset Management 2019 Q1 restated filed July 25, 2019
- Wetherby Asset Management 2019 Q2 filed July 25, 2019
- Wetherby Asset Management 2019 Q1 filed May 9, 2019