Wetherby Asset Management

Latest statistics and disclosures from Wetherby Asset Management's latest quarterly 13F-HR filing:

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Positions held by Wetherby Asset Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wetherby Asset Management

Wetherby Asset Management holds 934 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Wetherby Asset Management has 934 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.6 $160M 824k 193.97
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Microsoft Corporation (MSFT) 4.6 $86M 251k 340.54
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Vanguard Index Fds Total Stk Mkt (VTI) 4.1 $75M 342k 220.28
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Amazon Call Option (AMZN) 2.3 $43M 330k 130.36
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.8 $34M +4% 728k 46.18
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $33M 74k 443.28
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NVIDIA Corporation (NVDA) 1.7 $32M 75k 423.02
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Alphabet Cap Stk Cl A Call Option (GOOGL) 1.6 $30M +2% 251k 119.70
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.2 $23M +2% 236k 96.98
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Meta Platforms Cl A (META) 1.1 $21M 74k 286.98
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Johnson & Johnson (JNJ) 0.9 $17M +15% 100k 165.51
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Tesla Motors (TSLA) 0.9 $16M -7% 62k 261.77
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Commercial Metals Company (CMC) 0.8 $15M 293k 52.66
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Merck & Co (MRK) 0.8 $14M 124k 115.39
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UnitedHealth (UNH) 0.8 $14M -2% 29k 480.64
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JPMorgan Chase & Co. (JPM) 0.7 $14M 93k 145.44
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Visa Com Cl A (V) 0.7 $13M 57k 237.48
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Walt Disney Company (DIS) 0.7 $13M +105% 150k 89.28
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $12M +2% 122k 100.92
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Eli Lilly & Co. (LLY) 0.7 $12M 26k 469.00
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Alphabet Cap Stk Cl C (GOOG) 0.6 $11M +3% 93k 120.97
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Home Depot (HD) 0.6 $11M 36k 310.64
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Ishares Tr S&p 500 Val Etf (IVE) 0.6 $11M 69k 161.19
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Netflix (NFLX) 0.6 $10M 24k 440.49
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Pepsi (PEP) 0.5 $9.9M 53k 185.22
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Mastercard Incorporated Cl A (MA) 0.5 $9.8M +6% 25k 393.30
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Accenture Plc Ireland Shs Class A (ACN) 0.5 $9.7M +7% 31k 308.58
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Penumbra (PEN) 0.5 $9.2M -5% 27k 344.06
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Procter & Gamble Company (PG) 0.5 $9.2M -3% 61k 151.74
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Ishares Tr National Mun Etf (MUB) 0.5 $9.2M 86k 106.73
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $9.1M 130k 70.48
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $8.9M 219k 40.69
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Costco Wholesale Corporation (COST) 0.5 $8.6M 16k 538.38
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Novo-nordisk A S Adr (NVO) 0.4 $8.3M 51k 161.83
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Te Connectivity SHS (TEL) 0.4 $8.1M 58k 140.16
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Abbott Laboratories (ABT) 0.4 $8.1M +33% 74k 109.02
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Adobe Systems Incorporated (ADBE) 0.4 $8.0M +2% 16k 488.99
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Asml Holding N V N Y Registry Shs (ASML) 0.4 $7.7M +3% 11k 724.75
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $7.7M 79k 97.46
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Oracle Corporation (ORCL) 0.4 $7.6M -2% 64k 119.09
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McDonald's Corporation (MCD) 0.4 $7.6M 26k 298.41
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Exxon Mobil Corporation (XOM) 0.4 $7.3M -3% 68k 107.25
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Cisco Systems (CSCO) 0.4 $7.3M -2% 141k 51.74
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $7.2M 18k 407.35
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Broadcom (AVGO) 0.4 $7.0M +4% 8.1k 867.50
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Wal-Mart Stores (WMT) 0.4 $6.9M -3% 44k 157.18
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Abbvie (ABBV) 0.4 $6.7M -7% 50k 134.73
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Grindr (GRND) 0.4 $6.5M 1.2M 5.53
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Coca-Cola Company (KO) 0.3 $6.5M -5% 107k 60.28
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Chevron Corporation (CVX) 0.3 $6.2M -4% 39k 157.35
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salesforce (CRM) 0.3 $6.1M 29k 211.26
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Bank of America Corporation (BAC) 0.3 $6.0M +6% 208k 28.69
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Advanced Micro Devices (AMD) 0.3 $5.8M +8% 51k 113.91
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Ishares Tr Russell 3000 Etf (IWV) 0.3 $5.7M 22k 254.48
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Pfizer (PFE) 0.3 $5.7M +6% 156k 36.68
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $5.6M +35% 77k 72.93
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Danaher Corporation (DHR) 0.3 $5.6M +16% 23k 240.00
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Starbucks Corporation (SBUX) 0.3 $5.3M +2% 53k 99.06
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Five9 (FIVN) 0.3 $5.2M +2% 63k 82.45
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Astrazeneca Sponsored Adr (AZN) 0.3 $5.2M +5% 73k 71.57
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Arista Networks (ANET) 0.3 $5.2M -19% 32k 162.06
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Thermo Fisher Scientific (TMO) 0.3 $5.2M 9.9k 521.75
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S&p Global (SPGI) 0.3 $5.1M +7% 13k 400.89
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Novartis Sponsored Adr (NVS) 0.3 $4.9M +9% 49k 100.91
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Texas Instruments Incorporated (TXN) 0.3 $4.9M -2% 27k 180.02
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Toyota Motor Corp Ads (TM) 0.3 $4.8M +5% 30k 160.75
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Comcast Corp Cl A (CMCSA) 0.3 $4.8M 115k 41.55
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Qualcomm (QCOM) 0.3 $4.7M -2% 39k 119.04
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Intuit (INTU) 0.2 $4.6M +2% 10k 458.19
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Union Pacific Corporation (UNP) 0.2 $4.6M +3% 23k 204.62
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $4.6M 68k 67.50
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Lowe's Companies (LOW) 0.2 $4.6M 20k 225.70
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Intel Corporation (INTC) 0.2 $4.4M +3% 131k 33.44
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Bristol Myers Squibb (BMY) 0.2 $4.3M -2% 68k 63.95
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Nike CL B (NKE) 0.2 $4.3M -4% 39k 110.37
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Linde SHS (LIN) 0.2 $4.3M 11k 381.08
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $4.3M 59k 72.50
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Prologis (PLD) 0.2 $4.3M -2% 35k 122.63
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American Express Company (AXP) 0.2 $4.2M -5% 24k 174.20
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $4.1M 15k 275.18
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Omni (OMC) 0.2 $4.1M +15% 43k 95.15
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Applied Materials (AMAT) 0.2 $4.1M 29k 144.54
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Goldman Sachs (GS) 0.2 $4.0M +3% 12k 322.53
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Sony Group Corporation Sponsored Adr (SONY) 0.2 $3.9M +3% 43k 90.04
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Amgen (AMGN) 0.2 $3.9M -8% 18k 222.02
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Automatic Data Processing (ADP) 0.2 $3.8M -3% 17k 219.79
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Honeywell International (HON) 0.2 $3.8M +3% 18k 207.50
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Sap Se Spon Adr (SAP) 0.2 $3.8M 28k 136.81
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $3.8M +2% 69k 54.41
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $3.7M 76k 49.22
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Anthem (ELV) 0.2 $3.7M 8.3k 444.29
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Raytheon Technologies Corp (RTX) 0.2 $3.6M -4% 37k 97.96
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Stryker Corporation (SYK) 0.2 $3.6M 12k 305.09
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Gilead Sciences (GILD) 0.2 $3.6M +2% 47k 77.07
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Charles Schwab Corporation (SCHW) 0.2 $3.6M +3% 63k 56.68
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Palo Alto Networks (PANW) 0.2 $3.5M -3% 14k 255.51
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Inhibrx (INBX) 0.2 $3.5M 136k 25.96
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $3.5M 49k 72.69
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Motorola Solutions Com New (MSI) 0.2 $3.5M 12k 293.28
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $3.5M +27% 19k 187.27
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $3.5M 7.3k 478.91
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TransDigm Group Incorporated (TDG) 0.2 $3.4M 3.9k 894.17
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Deere & Company (DE) 0.2 $3.4M +11% 8.4k 405.21
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Workday Cl A (WDAY) 0.2 $3.4M -4% 15k 225.89
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Unilever Spon Adr New (UL) 0.2 $3.4M -3% 65k 52.13
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Nextera Energy (NEE) 0.2 $3.3M -5% 45k 74.20
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Johnson Ctls Intl SHS (JCI) 0.2 $3.3M 49k 68.14
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $3.3M 46k 73.03
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Caterpillar (CAT) 0.2 $3.3M -12% 13k 246.05
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Infosys Sponsored Adr (INFY) 0.2 $3.3M 205k 16.07
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $3.3M 20k 162.43
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Ecolab (ECL) 0.2 $3.3M +46% 18k 186.69
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Illinois Tool Works (ITW) 0.2 $3.3M +3% 13k 250.16
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Ishares Core Msci Emkt (IEMG) 0.2 $3.2M 66k 49.29
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $3.2M -6% 81k 39.56
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TJX Companies (TJX) 0.2 $3.2M +4% 38k 84.79
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Icici Bank Adr (IBN) 0.2 $3.2M -3% 137k 23.08
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Morgan Stanley Com New (MS) 0.2 $3.1M -2% 37k 85.40
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Cigna Corp (CI) 0.2 $3.0M +30% 11k 280.60
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Shell Spon Ads (SHEL) 0.2 $3.0M -2% 50k 60.38
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Wipro Spon Adr 1 Sh (WIT) 0.2 $3.0M +28% 640k 4.72
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Verizon Communications (VZ) 0.2 $3.0M -4% 81k 37.19
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Bhp Group Sponsored Ads (BHP) 0.2 $3.0M -4% 50k 59.67
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Servicenow (NOW) 0.2 $2.9M 5.2k 561.97
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Verisk Analytics (VRSK) 0.2 $2.9M +89% 13k 226.03
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Philip Morris International (PM) 0.2 $2.9M +2% 30k 97.62
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Xylem (XYL) 0.2 $2.8M +2% 25k 112.62
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Sonoco Products Company (SON) 0.2 $2.8M -6% 48k 59.02
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American Tower Reit (AMT) 0.2 $2.8M 15k 193.94
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Lockheed Martin Corporation (LMT) 0.2 $2.8M 6.1k 460.38
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Analog Devices (ADI) 0.2 $2.8M -3% 14k 194.81
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Eaton Corp SHS (ETN) 0.2 $2.8M 14k 201.10
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Rbc Cad (RY) 0.2 $2.8M -11% 29k 95.51
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Hp (HPQ) 0.1 $2.8M +13% 90k 30.71
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State Street Corporation (STT) 0.1 $2.7M +25% 37k 73.18
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Ubs Group SHS (UBS) 0.1 $2.7M 134k 20.27
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United Microelectronics Corp Spon Adr New (UMC) 0.1 $2.7M 343k 7.89
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Diageo Spon Adr New (DEO) 0.1 $2.7M -2% 16k 173.57
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Mondelez Intl Cl A (MDLZ) 0.1 $2.7M +3% 36k 72.94
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American Water Works (AWK) 0.1 $2.6M 19k 142.75
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Moody's Corporation (MCO) 0.1 $2.6M +19% 7.6k 347.72
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Progressive Corporation (PGR) 0.1 $2.6M 20k 132.37
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McKesson Corporation (MCK) 0.1 $2.5M 5.9k 427.31
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $2.5M +20% 63k 39.62
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Thomson Reuters Corp. 0.1 $2.5M NEW 19k 134.94
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Wells Fargo & Company (WFC) 0.1 $2.5M +3% 58k 42.68
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Target Corporation (TGT) 0.1 $2.5M -3% 19k 131.90
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Arch Cap Group Ord (ACGL) 0.1 $2.5M 33k 74.85
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Kb Finl Group Sponsored Adr (KB) 0.1 $2.4M +16% 67k 36.40
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $2.4M +4% 29k 83.35
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CSX Corporation (CSX) 0.1 $2.4M 70k 34.10
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International Business Machines (IBM) 0.1 $2.4M +5% 18k 133.78
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United Parcel Service CL B (UPS) 0.1 $2.4M -12% 13k 179.25
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Boeing Company (BA) 0.1 $2.4M +3% 11k 211.18
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Devon Energy Corporation (DVN) 0.1 $2.4M 49k 48.34
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $2.4M 9.0k 261.48
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $2.4M 9.7k 243.75
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $2.4M 68k 34.50
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Schlumberger Com Stk (SLB) 0.1 $2.3M 48k 49.12
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $2.3M 50k 47.17
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $2.3M +20% 30k 77.61
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.3M 19k 122.58
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Air Products & Chemicals (APD) 0.1 $2.3M -3% 7.7k 299.53
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BlackRock (BLK) 0.1 $2.3M 3.3k 691.22
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Vanguard Index Fds Growth Etf (VUG) 0.1 $2.3M +5% 8.0k 282.95
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Cbre Group Cl A (CBRE) 0.1 $2.2M +6% 28k 80.71
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Enbridge (ENB) 0.1 $2.2M +21% 61k 37.15
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Relx Sponsored Adr (RELX) 0.1 $2.2M +7% 67k 33.43
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Colgate-Palmolive Company (CL) 0.1 $2.2M +3% 29k 77.04
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Humana (HUM) 0.1 $2.2M -4% 5.0k 447.14
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Medtronic SHS (MDT) 0.1 $2.2M 25k 88.10
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Fmc Corp Com New (FMC) 0.1 $2.2M +10% 21k 104.34
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Equinix (EQIX) 0.1 $2.2M +5% 2.8k 783.94
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Hershey Company (HSY) 0.1 $2.2M 8.7k 249.70
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Ferrari Nv Ord (RACE) 0.1 $2.2M 6.7k 325.21
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Sanofi Sponsored Adr (SNY) 0.1 $2.2M +4% 40k 53.90
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Dr Reddys Labs Adr (RDY) 0.1 $2.1M 34k 63.11
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General Electric Com New (GE) 0.1 $2.1M -17% 20k 109.85
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Intuitive Surgical Com New (ISRG) 0.1 $2.1M +2% 6.2k 341.94
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General Motors Company (GM) 0.1 $2.1M +4% 55k 38.56
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Canadian Pacific Kansas City (CP) 0.1 $2.1M NEW 26k 80.77
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Marsh & McLennan Companies (MMC) 0.1 $2.1M 11k 188.08
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $2.0M -2% 5.8k 351.91
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CRH Adr (CRH) 0.1 $2.0M +38% 36k 55.73
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Waste Management (WM) 0.1 $2.0M +5% 12k 173.42
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PNC Financial Services (PNC) 0.1 $2.0M -3% 16k 125.96
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Canadian Natl Ry (CNI) 0.1 $2.0M +2% 17k 121.07
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CVS Caremark Corporation (CVS) 0.1 $2.0M -4% 29k 69.14
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Posco Holdings Sponsored Adr (PKX) 0.1 $2.0M 27k 73.95
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Bk Nova Cad (BNS) 0.1 $2.0M +29% 40k 50.04
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Airbnb Com Cl A (ABNB) 0.1 $2.0M -14% 15k 128.16
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $2.0M 21k 93.64
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $2.0M -29% 33k 58.98
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ConocoPhillips (COP) 0.1 $2.0M 19k 103.61
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Fiserv (FI) 0.1 $2.0M -2% 16k 126.15
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Stmicroelectronics N V Ny Registry (STM) 0.1 $1.9M 39k 50.00
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Ishares Tr Short Treas Bd (SHV) 0.1 $1.9M 17k 110.45
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AutoZone (AZO) 0.1 $1.9M 765.00 2493.36
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Regeneron Pharmaceuticals (REGN) 0.1 $1.9M -3% 2.6k 718.54
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Kla Corp Com New (KLAC) 0.1 $1.9M 3.9k 485.04
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Marathon Petroleum Corp (MPC) 0.1 $1.9M -5% 16k 116.60
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Metropcs Communications (TMUS) 0.1 $1.9M -7% 14k 138.90
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Zoetis Cl A (ZTS) 0.1 $1.9M -5% 11k 172.21
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Clorox Company (CLX) 0.1 $1.9M +3% 12k 159.04
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Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.1 $1.9M 72k 26.06
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Rio Tinto Sponsored Adr (RIO) 0.1 $1.9M +5% 29k 63.84
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Pinterest Cl A (PINS) 0.1 $1.9M +19% 68k 27.34
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General Mills (GIS) 0.1 $1.9M +4% 24k 76.70
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W.W. Grainger (GWW) 0.1 $1.9M 2.4k 788.59
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Chunghwa Telecom Spon Adr New11 (CHT) 0.1 $1.9M -5% 50k 37.29
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Norfolk Southern (NSC) 0.1 $1.8M +24% 8.0k 226.76
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Lam Research Corporation (LRCX) 0.1 $1.8M 2.8k 642.86
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Becton, Dickinson and (BDX) 0.1 $1.8M +2% 6.8k 264.01
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Sherwin-Williams Company (SHW) 0.1 $1.8M +11% 6.8k 265.52
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Altria (MO) 0.1 $1.8M -4% 40k 45.30
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Travelers Companies (TRV) 0.1 $1.8M -4% 10k 173.66
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Shopify Cl A Call Option (SHOP) 0.1 $1.8M +8% 28k 64.60
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Baidu Spon Adr Rep A (BIDU) 0.1 $1.8M -6% 13k 136.91
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Cummins (CMI) 0.1 $1.8M 7.2k 245.16
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Paypal Holdings (PYPL) 0.1 $1.8M -15% 26k 66.73
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AFLAC Incorporated (AFL) 0.1 $1.8M 25k 69.80
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Cenovus Energy (CVE) 0.1 $1.7M +9% 103k 16.98
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At&t (T) 0.1 $1.7M -32% 109k 15.95
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Woori Finl Group Sponsored Ads (WF) 0.1 $1.7M +5% 64k 26.95
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Aon Shs Cl A (AON) 0.1 $1.7M -5% 5.0k 345.20
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Bank Of Montreal Cadcom (BMO) 0.1 $1.7M +5% 19k 90.31
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Proshares Tr Shrt Russell2000 (RWM) 0.1 $1.7M 75k 22.83
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Hca Holdings (HCA) 0.1 $1.7M 5.6k 303.48
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Cadence Design Systems (CDNS) 0.1 $1.7M 7.2k 234.52
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Chubb (CB) 0.1 $1.7M -7% 8.8k 192.56
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.7M -4% 69k 24.63
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.7M 3.8k 445.73
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Takeda Pharmaceutical Sponsored Ads (TAK) 0.1 $1.7M -4% 107k 15.71
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Ishares Msci Cda Etf (EWC) 0.1 $1.7M 48k 34.99
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Pioneer Natural Resources (PXD) 0.1 $1.7M +21% 8.1k 207.18
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Fair Isaac Corporation (FICO) 0.1 $1.7M -2% 2.1k 809.21
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Citigroup Com New (C) 0.1 $1.7M -24% 37k 46.04
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Marriott Intl Cl A (MAR) 0.1 $1.7M +3% 9.1k 183.69
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Teck Resources CL B (TECK) 0.1 $1.7M 40k 42.10
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.7M +7% 4.5k 369.42
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First Solar (FSLR) 0.1 $1.7M 8.8k 190.09
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Booking Holdings (BKNG) 0.1 $1.6M 607.00 2700.33
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Kimberly-Clark Corporation (KMB) 0.1 $1.6M +4% 12k 138.06
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GSK Sponsored Adr (GSK) 0.1 $1.6M +13% 45k 35.64
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Vanguard Index Fds Value Etf (VTV) 0.1 $1.6M +4% 11k 142.10
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Northrop Grumman Corporation (NOC) 0.1 $1.6M -10% 3.5k 455.80
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Woodside Energy Group Sponsored Adr (WDS) 0.1 $1.6M +19% 69k 23.19
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.6M -21% 16k 99.65
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Rockwell Automation (ROK) 0.1 $1.6M -21% 4.7k 329.45
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Hilton Worldwide Holdings (HLT) 0.1 $1.6M +2% 11k 145.55
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Past Filings by Wetherby Asset Management

SEC 13F filings are viewable for Wetherby Asset Management going back to 2011

View all past filings