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, VEA, AMZN, and represent 20.54% of Wetherby Asset Management's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$9.1M), VWO, VEA, RTX, ABBV, PEN, IWF, IEFA, AON, FMC.
- Started 89 new stock positions in MVF, TWLO, IEX, CACC, NTCO, MKTX, IWR, NBIX, QSR, LVS.
- Reduced shares in these 10 stocks: SPY (-$19M), BOND (-$5.6M), EFA, Allergan, , VOO, MUB, , DISCK, VNQ.
- Sold out of its positions in Alerian Mlp Etf, LNT, ALLY, ACH, NLY, AR, AM, APA, AROC, AGR.
- Wetherby Asset Management was a net seller of stock by $-2.1M.
- Wetherby Asset Management has $1.1B in assets under management (AUM), dropping by 18.64%.
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Portfolio Holdings for Wetherby Asset Management
Companies in the Wetherby Asset Management portfolio as of the June 2020 quarterly 13F filing
Wetherby Asset Management has 715 total positions. Only the first 250 positions are shown.
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- Download the Wetherby Asset Management June 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.6 | $59M | 161k | 364.80 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 5.4 | $57M | +19% | 364k | 156.50 | |
| Microsoft Corporation (MSFT) | 4.3 | $46M | 224k | 203.52 | ||
| Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) | 2.7 | $29M | +6% | 744k | 38.79 | |
| Amazon (AMZN) | 2.5 | $26M | +2% | 9.3k | 2758.06 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $19M | -49% | 63k | 308.35 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.6 | $17M | 63.00 | 267301.59 | ||
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.5 | $16M | 217k | 74.78 | ||
| At&t (T) | 1.3 | $14M | -7% | 461k | 30.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $14M | +2% | 9.6k | 1419.35 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.2 | $13M | 62k | 207.49 | ||
| Facebook Cl A (FB) | 1.2 | $13M | +5% | 56k | 226.77 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $10M | +68% | 262k | 39.61 | |
| Johnson & Johnson (JNJ) | 0.9 | $9.8M | +6% | 70k | 140.54 | |
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| Visa Com Cl A (V) | 0.9 | $9.5M | 49k | 192.78 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.9 | $9.0M | -11% | 189k | 47.61 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $8.5M | -8% | 78k | 108.21 | |
| Merck & Co (MRK) | 0.8 | $8.3M | +8% | 107k | 77.33 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $7.5M | 42k | 178.48 | ||
| Adobe Systems Incorporated (ADBE) | 0.7 | $7.3M | 17k | 436.10 | ||
| Penumbra (PEN) | 0.7 | $7.2M | +24% | 40k | 178.71 | |
| Disney Walt Com Disney (DIS) | 0.7 | $7.2M | 64k | 111.19 | ||
| Home Depot (HD) | 0.7 | $7.1M | 28k | 250.56 | ||
| Intel Corporation (INTC) | 0.6 | $6.3M | +6% | 106k | 59.95 | |
| Procter & Gamble Company (PG) | 0.6 | $6.3M | 53k | 119.56 | ||
| JPMorgan Chase & Co. (JPM) | 0.6 | $6.3M | 67k | 93.98 | ||
| UnitedHealth (UNH) | 0.6 | $6.3M | +3% | 21k | 294.70 | |
| Mastercard Incorporated Cl A (MA) | 0.6 | $5.9M | +11% | 20k | 295.69 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $5.7M | 100k | 56.85 | ||
| Cisco Systems (CSCO) | 0.5 | $5.6M | 121k | 46.56 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $5.6M | 4.0k | 1413.52 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $5.6M | +8% | 26k | 215.76 | |
| Commercial Metals Company (CMC) | 0.5 | $5.5M | 287k | 19.23 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $5.4M | +7% | 25k | 214.72 | |
| Pepsi (PEP) | 0.5 | $5.4M | 41k | 132.38 | ||
| Paypal Holdings (PYPL) | 0.5 | $5.2M | 30k | 174.42 | ||
| NVIDIA Corporation (NVDA) | 0.5 | $5.1M | +7% | 14k | 379.10 | |
| Abbvie (ABBV) | 0.5 | $4.8M | +51% | 49k | 98.18 | |
| Verizon Communications (VZ) | 0.4 | $4.4M | 80k | 55.12 | ||
| Wal-Mart Stores (WMT) | 0.4 | $4.3M | -5% | 36k | 119.90 | |
| Comcast Corp Cl A (CMCSA) | 0.4 | $4.2M | -3% | 109k | 39.00 | |
| Pfizer (PFE) | 0.4 | $4.2M | +7% | 129k | 32.70 | |
| Netflix (NFLX) | 0.4 | $4.2M | -5% | 9.1k | 455.36 | |
| Nike CL B (NKE) | 0.4 | $4.1M | 41k | 98.05 | ||
| McDonald's Corporation (MCD) | 0.4 | $4.0M | +3% | 22k | 184.62 | |
| Abbott Laboratories (ABT) | 0.4 | $3.9M | 43k | 91.12 | ||
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.4 | $3.9M | -14% | 32k | 123.95 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $3.9M | -53% | 62k | 62.86 | |
| Costco Wholesale Corporation (COST) | 0.4 | $3.9M | -3% | 13k | 303.19 | |
| Bank of America Corporation (BAC) | 0.4 | $3.9M | +7% | 164k | 23.77 | |
| Amgen (AMGN) | 0.4 | $3.9M | +6% | 16k | 236.65 | |
| salesforce (CRM) | 0.4 | $3.8M | +5% | 20k | 186.44 | |
| Gci Liberty Com Class A (GLIBA) | 0.4 | $3.7M | -3% | 52k | 71.11 | |
| Gilead Sciences (GILD) | 0.4 | $3.7M | +2% | 48k | 77.04 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $3.6M | 42k | 87.12 | ||
| Bristol Myers Squibb (BMY) | 0.3 | $3.6M | +4% | 62k | 58.66 | |
| Chevron Corporation (CVX) | 0.3 | $3.6M | -2% | 40k | 89.55 | |
| Arista Networks (ANET) | 0.3 | $3.6M | 17k | 214.29 | ||
| Oracle Corporation (ORCL) | 0.3 | $3.5M | -4% | 63k | 55.17 | |
| Liberty Media Corp Del Com C Siriusxm (LSXMK) | 0.3 | $3.5M | -18% | 101k | 34.45 | |
| Eli Lilly & Co. (LLY) | 0.3 | $3.5M | 21k | 164.17 | ||
| Union Pacific Corporation (UNP) | 0.3 | $3.4M | -7% | 20k | 169.32 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $3.4M | -12% | 78k | 43.24 | |
| Coca-Cola Company (KO) | 0.3 | $3.3M | 75k | 44.57 | ||
| Texas Instruments Incorporated (TXN) | 0.3 | $3.3M | -7% | 26k | 126.72 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $3.2M | -11% | 79k | 40.00 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $3.2M | 8.8k | 360.66 | ||
| Danaher Corporation (DHR) | 0.3 | $3.1M | 18k | 176.34 | ||
| American Tower Reit (AMT) | 0.3 | $3.1M | -2% | 12k | 258.82 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $3.0M | +10% | 67k | 44.61 | |
| Sap Se Spon Adr (SAP) | 0.3 | $3.0M | -6% | 21k | 140.05 | |
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $3.0M | +3% | 56k | 52.94 | |
| S&p Global (SPGI) | 0.3 | $2.9M | +34% | 8.9k | 327.43 | |
| Intuit (INTU) | 0.3 | $2.9M | -7% | 9.8k | 296.19 | |
| Toyota Motor Corp Sp Adr Rep2com (TM) | 0.3 | $2.9M | 23k | 125.61 | ||
| Prologis (PLD) | 0.3 | $2.8M | +10% | 31k | 92.56 | |
| Liberty Global SHS CL C (LBTYK) | 0.3 | $2.8M | -15% | 130k | 21.51 | |
| Novo-nordisk A S Adr (NVO) | 0.3 | $2.8M | +19% | 43k | 65.41 | |
| Liberty Media Corp Del Com A Siriusxm (LSXMA) | 0.3 | $2.8M | -8% | 80k | 34.52 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.7M | +76% | 14k | 191.97 | |
| Automatic Data Processing (ADP) | 0.3 | $2.7M | -5% | 18k | 148.65 | |
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.2 | $2.5M | +10% | 65k | 39.36 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $2.5M | -5% | 6.8k | 367.97 | |
| Starbucks Corporation (SBUX) | 0.2 | $2.5M | +13% | 34k | 73.81 | |
| Qualcomm (QCOM) | 0.2 | $2.5M | 28k | 90.99 | ||
| Sony Corp Sponsored Adr (SNE) | 0.2 | $2.5M | +3% | 36k | 69.12 | |
| Nextera Energy (NEE) | 0.2 | $2.4M | +2% | 10k | 241.88 | |
| Tesla Motors (TSLA) | 0.2 | $2.4M | +3% | 2.2k | 1079.66 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $2.4M | 13k | 180.09 | ||
| Citigroup Com New (C) | 0.2 | $2.4M | +11% | 46k | 51.09 | |
| Global Payments (GPN) | 0.2 | $2.3M | 14k | 169.62 | ||
| American Water Works (AWK) | 0.2 | $2.3M | +14% | 18k | 128.68 | |
| Lowe's Companies (LOW) | 0.2 | $2.3M | 17k | 134.00 | ||
| CVS Caremark Corporation (CVS) | 0.2 | $2.3M | 35k | 65.42 | ||
| 3M Company (MMM) | 0.2 | $2.2M | +10% | 14k | 156.01 | |
| Target Corporation (TGT) | 0.2 | $2.2M | +3% | 19k | 120.10 | |
| R1 Rcm (RCM) | 0.2 | $2.2M | 200k | 11.15 | ||
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $2.2M | 6.7k | 324.44 | ||
| Sanofi Sponsored Adr (SNY) | 0.2 | $2.2M | 43k | 50.88 | ||
| Lockheed Martin Corporation (LMT) | 0.2 | $2.2M | +3% | 5.9k | 364.95 | |
| Becton, Dickinson and (BDX) | 0.2 | $2.1M | +2% | 8.9k | 238.72 | |
| Colgate-Palmolive Company (CL) | 0.2 | $2.1M | +56% | 28k | 73.94 | |
| Uber Technologies (UBER) | 0.2 | $2.1M | +25% | 67k | 31.08 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $2.1M | +10% | 4.7k | 442.01 | |
| Honeywell International (HON) | 0.2 | $2.0M | -3% | 14k | 144.67 | |
| Ecolab (ECL) | 0.2 | $2.0M | +14% | 10k | 199.18 | |
| Broadcom (AVGO) | 0.2 | $2.0M | +29% | 6.2k | 315.68 | |
| Ishares Core Msci Emkt (IEMG) | 0.2 | $2.0M | -12% | 41k | 47.61 | |
| Medtronic SHS (MDT) | 0.2 | $1.9M | +9% | 21k | 91.68 | |
| Anthem (ANTM) | 0.2 | $1.9M | +3% | 7.3k | 262.63 | |
| Diageo P L C Spon Adr New (DEO) | 0.2 | $1.9M | +25% | 14k | 134.72 | |
| Unilever N V N Y Shs New (UN) | 0.2 | $1.9M | +21% | 36k | 53.15 | |
| Charter Communications Inc N Cl A (CHTR) | 0.2 | $1.9M | -2% | 3.8k | 500.00 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.8M | +171% | 32k | 57.17 | |
| American Express Company (AXP) | 0.2 | $1.8M | +8% | 19k | 94.81 | |
| Humana (HUM) | 0.2 | $1.8M | 4.8k | 380.95 | ||
| Bhp Group Sponsored Ads (BHP) | 0.2 | $1.8M | -2% | 37k | 49.72 | |
| Goldman Sachs (GS) | 0.2 | $1.7M | +19% | 8.8k | 195.88 | |
| Newmont Mining Corporation (NEM) | 0.2 | $1.7M | +10% | 28k | 60.75 | |
| BlackRock (BLK) | 0.2 | $1.7M | +3% | 3.1k | 544.15 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $1.7M | NEW | 27k | 61.64 | |
| Progressive Corporation (PGR) | 0.2 | $1.7M | -2% | 21k | 80.12 | |
| Linde SHS (LIN) | 0.2 | $1.7M | 7.8k | 213.79 | ||
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.7M | 5.7k | 290.32 | ||
| Arch Cap Group Ord (ACGL) | 0.2 | $1.7M | 41k | 40.00 | ||
| Glaxosmithkline Sponsored Adr (GSK) | 0.2 | $1.6M | +24% | 40k | 40.78 | |
| Rbc Cad (RY) | 0.2 | $1.6M | 23k | 68.46 | ||
| International Business Machines (IBM) | 0.2 | $1.6M | +10% | 13k | 120.74 | |
| TJX Companies (TJX) | 0.2 | $1.6M | -3% | 32k | 50.54 | |
| Relx Sponsored Adr (RELX) | 0.1 | $1.6M | +23% | 66k | 23.54 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.6M | +9% | 17k | 91.16 | |
| Boeing Company (BA) | 0.1 | $1.6M | +2% | 8.5k | 183.62 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.5M | +9% | 11k | 140.55 | |
| PNC Financial Services (PNC) | 0.1 | $1.5M | +13% | 15k | 105.43 | |
| Caterpillar (CAT) | 0.1 | $1.5M | 12k | 125.00 | ||
| CSX Corporation (CSX) | 0.1 | $1.5M | -5% | 22k | 69.61 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.5M | +14% | 9.1k | 167.32 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.5M | 7.5k | 202.05 | ||
| Applied Materials (AMAT) | 0.1 | $1.5M | 25k | 60.24 | ||
| Illinois Tool Works (ITW) | 0.1 | $1.5M | +6% | 8.6k | 175.26 | |
| Fiserv (FISV) | 0.1 | $1.5M | 15k | 97.56 | ||
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $1.5M | -39% | 27k | 53.61 | |
| Te Connectivity Reg Shs (TEL) | 0.1 | $1.4M | 18k | 81.14 | ||
| Square Cl A (SQ) | 0.1 | $1.4M | +26% | 14k | 106.28 | |
| Philip Morris International (PM) | 0.1 | $1.4M | -13% | 20k | 70.06 | |
| Stryker Corporation (SYK) | 0.1 | $1.4M | +3% | 7.9k | 180.17 | |
| Infosys Sponsored Adr (INFY) | 0.1 | $1.4M | +32% | 145k | 9.74 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.4M | +3% | 27k | 51.69 | |
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $1.4M | -5% | 25k | 56.35 | |
| Cigna Corp (CI) | 0.1 | $1.4M | +17% | 7.3k | 185.57 | |
| Servicenow (NOW) | 0.1 | $1.4M | +10% | 3.3k | 407.89 | |
| Fidelity National Information Services (FIS) | 0.1 | $1.4M | -10% | 10k | 132.98 | |
| Zoetis Cl A (ZTS) | 0.1 | $1.3M | -15% | 9.4k | 142.86 | |
| State Street Corporation (STT) | 0.1 | $1.3M | +64% | 21k | 63.49 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.3M | -65% | 4.7k | 283.49 | |
| Ishares Tr Mbs Etf (MBB) | 0.1 | $1.3M | 12k | 110.68 | ||
| Tal Education Group Sponsored Ads (TAL) | 0.1 | $1.3M | 19k | 68.74 | ||
| Allstate Corporation (ALL) | 0.1 | $1.3M | -13% | 13k | 97.46 | |
| Moody's Corporation (MCO) | 0.1 | $1.3M | 4.7k | 275.23 | ||
| Air Products & Chemicals (APD) | 0.1 | $1.3M | 5.4k | 241.47 | ||
| Autodesk (ADSK) | 0.1 | $1.3M | +6% | 5.4k | 239.13 | |
| Morgan Stanley Com New (MS) | 0.1 | $1.3M | +4% | 27k | 47.88 | |
| Cummins (CMI) | 0.1 | $1.3M | +29% | 7.4k | 173.32 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $1.3M | -81% | 11k | 111.57 | |
| Canadian Natl Ry (CNI) | 0.1 | $1.3M | -3% | 14k | 88.58 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.3M | +10% | 2.0k | 623.32 | |
| Equinix (EQIX) | 0.1 | $1.2M | +2% | 1.8k | 697.92 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.2M | -2% | 7.2k | 171.65 | |
| Dominion Resources (D) | 0.1 | $1.2M | 15k | 81.28 | ||
| General Mills (GIS) | 0.1 | $1.2M | +12% | 20k | 62.02 | |
| Wells Fargo & Company (WFC) | 0.1 | $1.2M | -15% | 47k | 25.62 | |
| Biogen Idec (BIIB) | 0.1 | $1.2M | +7% | 4.4k | 269.01 | |
| Jd.com Spon Adr Cl A (JD) | 0.1 | $1.2M | 20k | 60.24 | ||
| Altria (MO) | 0.1 | $1.2M | +16% | 30k | 39.24 | |
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $1.2M | +14% | 31k | 38.52 | |
| Docusign (DOCU) | 0.1 | $1.2M | -23% | 6.6k | 176.47 | |
| Koninklijke Philips N V Ny Reg Sh New (PHG) | 0.1 | $1.2M | +3% | 25k | 46.67 | |
| Icici Bank Adr (IBN) | 0.1 | $1.2M | -11% | 126k | 9.24 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.2M | 9.9k | 117.15 | ||
| United Parcel Service CL B (UPS) | 0.1 | $1.1M | -11% | 10k | 110.54 | |
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $1.1M | +211% | 48k | 24.15 | |
| Ubs Group SHS (UBS) | 0.1 | $1.1M | +26% | 99k | 11.56 | |
| Advanced Micro Devices (AMD) | 0.1 | $1.1M | +5% | 22k | 52.61 | |
| eBay (EBAY) | 0.1 | $1.1M | +9% | 22k | 51.12 | |
| Aon Shs Cl A (AON) | 0.1 | $1.1M | NEW | 5.8k | 191.67 | |
| Paychex (PAYX) | 0.1 | $1.1M | -11% | 15k | 75.69 | |
| Activision Blizzard (ATVI) | 0.1 | $1.1M | +8% | 15k | 76.26 | |
| Baxter International (BAX) | 0.1 | $1.1M | +4% | 13k | 87.91 | |
| Crown Castle Intl (CCI) | 0.1 | $1.1M | +2% | 6.6k | 166.67 | |
| Sk Telecom Sponsored Adr (SKM) | 0.1 | $1.1M | +54% | 57k | 19.29 | |
| Eaton Corp SHS (ETN) | 0.1 | $1.1M | -3% | 13k | 86.69 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.1M | 7.6k | 143.06 | ||
| Sherwin-Williams Company (SHW) | 0.1 | $1.1M | -3% | 1.9k | 560.00 | |
| Hp (HPQ) | 0.1 | $1.1M | +65% | 61k | 17.68 | |
| Micron Technology (MU) | 0.1 | $1.1M | 21k | 51.69 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.1M | +76% | 7.5k | 143.20 | |
| Us Bancorp Del Com New (USB) | 0.1 | $1.1M | -14% | 29k | 36.49 | |
| Ferrari Nv Ord (RACE) | 0.1 | $1.1M | -3% | 6.2k | 170.98 | |
| IAC/InterActive | 0.1 | $1.1M | 3.3k | 323.12 | ||
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $1.1M | +17% | 38k | 27.96 | |
| Woori Finl Group Sponsored Ads (WF) | 0.1 | $1.1M | +69% | 48k | 22.25 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $1.1M | 32k | 33.22 | ||
| F M C Corp Com New (FMC) | 0.1 | $1.0M | NEW | 11k | 95.24 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $1.0M | -3% | 3.4k | 302.33 | |
| Booking Holdings (BKNG) | 0.1 | $1.0M | -16% | 638.00 | 1625.00 | |
| Metropcs Communications (TMUS) | 0.1 | $1.0M | +26% | 9.9k | 104.37 | |
| Norfolk Southern (NSC) | 0.1 | $1.0M | -5% | 5.8k | 175.82 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $1.0M | +2% | 38k | 27.09 | |
| Clorox Company (CLX) | 0.1 | $998k | +14% | 4.6k | 217.82 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $995k | -20% | 22k | 44.78 | |
| Analog Devices (ADI) | 0.1 | $993k | +5% | 8.0k | 123.89 | |
| Truist Financial Corp equities (TFC) | 0.1 | $983k | -13% | 26k | 37.56 | |
| Roper Industries (ROP) | 0.1 | $967k | +7% | 2.4k | 395.35 | |
| Ross Stores (ROST) | 0.1 | $963k | 11k | 84.62 | ||
| Intuitive Surgical Com New (ISRG) | 0.1 | $961k | -11% | 1.7k | 571.43 | |
| Schlumberger (SLB) | 0.1 | $958k | +169% | 52k | 18.50 | |
| Barrick Gold Corp (GOLD) | 0.1 | $957k | 36k | 26.70 | ||
| Intercontinental Exchange (ICE) | 0.1 | $948k | -3% | 10k | 90.91 | |
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $942k | -14% | 16k | 60.81 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $940k | +5% | 8.7k | 108.00 | |
| Deere & Company (DE) | 0.1 | $934k | -14% | 5.9k | 157.14 | |
| Snap Cl A (SNAP) | 0.1 | $933k | -9% | 39k | 23.81 | |
| Illumina (ILMN) | 0.1 | $928k | +10% | 2.6k | 363.64 | |
| Southern Company (SO) | 0.1 | $917k | 18k | 51.82 | ||
| Royal Dutch Shell Spons Adr A (RDS.A) | 0.1 | $916k | +46% | 28k | 32.83 | |
| Dr Reddys Labs Adr (RDY) | 0.1 | $916k | -3% | 17k | 52.51 | |
| Rockwell Automation (ROK) | 0.1 | $913k | +55% | 4.4k | 208.33 | |
| Expedia Group Com New (EXPE) | 0.1 | $905k | -10% | 11k | 82.21 | |
| AFLAC Incorporated (AFL) | 0.1 | $897k | 25k | 35.28 | ||
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $890k | 12k | 73.69 | ||
| Travelers Companies (TRV) | 0.1 | $889k | +16% | 7.8k | 114.04 | |
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $885k | +84% | 49k | 17.91 | |
| Digital Realty Trust (DLR) | 0.1 | $885k | -3% | 6.1k | 144.23 | |
| Cme (CME) | 0.1 | $880k | -8% | 5.4k | 162.39 | |
| Emerson Electric (EMR) | 0.1 | $880k | +3% | 14k | 62.15 | |
| Dollar General (DG) | 0.1 | $874k | +8% | 4.6k | 189.19 | |
| Citrix Systems (CTXS) | 0.1 | $874k | -9% | 6.0k | 146.74 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $872k | 8.8k | 99.62 | ||
| Canadian Pacific Railway (CP) | 0.1 | $869k | +2% | 3.4k | 252.10 | |
| Sempra Energy (SRE) | 0.1 | $863k | -20% | 7.4k | 117.28 | |
| United Microelectronics Corp Spon Adr New (UMC) | 0.1 | $856k | 324k | 2.64 | ||
| Netease Sponsored Ads (NTES) | 0.1 | $851k | 2.0k | 435.90 | ||
| Enbridge (ENB) | 0.1 | $836k | -7% | 27k | 30.45 | |
| Fair Isaac Corporation (FICO) | 0.1 | $835k | 2.0k | 415.25 | ||
| Edwards Lifesciences (EW) | 0.1 | $834k | +244% | 12k | 69.10 | |
| General Motors Company (GM) | 0.1 | $832k | NEW | 33k | 25.30 | |
| Electronic Arts (EA) | 0.1 | $831k | +34% | 6.7k | 125.00 | |
| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $820k | +3% | 183k | 4.47 | |
| Tc Energy Corp (TRP) | 0.1 | $819k | -5% | 19k | 43.66 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $815k | +65% | 7.8k | 104.49 | |
Past Filings by Wetherby Asset Management
SEC 13F filings are viewable for Wetherby Asset Management going back to 2011
- 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
- Wetherby Asset Management 2018 Q4 filed Jan. 30, 2019
- Wetherby Asset Management 2018 Q3 filed Nov. 7, 2018
- Wetherby Asset Management 2018 Q2 filed July 24, 2018
- Wetherby Asset Management 2018 Q1 filed May 4, 2018
- Wetherby Asset Management 2017 Q4 filed Feb. 9, 2018
- Wetherby Asset Management 2017 Q3 filed Nov. 13, 2017
- Wetherby Asset Management 2017 Q2 filed Aug. 2, 2017
- Wetherby Asset Management 2017 Q1 filed April 27, 2017
- Wetherby Asset Management 2016 Q4 filed Feb. 8, 2017