Wetherby Asset Management
Latest statistics and disclosures from Wetherby Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, AAPL, MSFT, VEA, AMZN, and represent 19.03% of Wetherby Asset Management's stock portfolio.
- Added to shares of these 10 stocks: BRK.A, FERG, STLA, EDU, PXD, NBTB, DVN, INDA, VNM, EWW.
- Started 32 new stock positions in STLD, VNM, ENIA, LXP, TAP, SPOT, MUR, WB, BHC, HES.
- Reduced shares in these 10 stocks: PEN (-$23M), SPY (-$21M), AAPL (-$19M), VOO (-$6.7M), AMZN (-$6.0M), FB (-$5.6M), MSFT (-$5.2M), ESGU, CRM, SON.
- Sold out of its positions in FAX, SGOL, NLY, Apache Corporation, APO, ARCC, ACRE, ATO, BWXT, BEST.
- Wetherby Asset Management was a net seller of stock by $-241M.
- Wetherby Asset Management has $1.3B in assets under management (AUM), dropping by -11.25%.
- Central Index Key (CIK): 0001279627
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Portfolio Holdings for Wetherby Asset Management
Companies in the Wetherby Asset Management portfolio as of the March 2021 quarterly 13F filing
Wetherby Asset Management has 780 total positions. Only the first 250 positions are shown.
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- Download the Wetherby Asset Management March 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 5.9 | $78M | -3% | 375k | 206.69 | |
| Apple (AAPL) | 5.0 | $65M | -22% | 533k | 122.14 | |
| Microsoft Corporation (MSFT) | 3.5 | $46M | -10% | 195k | 235.75 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 2.4 | $31M | 633k | 49.11 | ||
| Amazon (AMZN) | 2.2 | $29M | -16% | 9.5k | 3093.60 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.9 | $25M | +3% | 65.00 | 386000.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $21M | -6% | 10k | 2062.50 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.6 | $20M | -7% | 210k | 97.29 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $20M | -51% | 51k | 396.33 | |
| Facebook Cl A (FB) | 1.5 | $20M | -22% | 67k | 294.52 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.1 | $14M | 215k | 65.11 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $13M | 243k | 52.05 | ||
| At&t (T) | 1.0 | $13M | -3% | 416k | 30.16 | |
| Walt Disney Company (DIS) | 0.9 | $12M | -4% | 63k | 184.57 | |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $11M | 78k | 141.24 | ||
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $11M | -5% | 92k | 118.17 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.8 | $11M | -4% | 179k | 60.68 | |
| Johnson & Johnson (JNJ) | 0.8 | $11M | -11% | 66k | 164.47 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $11M | -16% | 41k | 255.38 | |
| Visa Com Cl A (V) | 0.8 | $11M | -9% | 50k | 211.66 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $9.9M | -8% | 65k | 152.23 | |
| Commercial Metals Company (CMC) | 0.7 | $8.9M | -12% | 277k | 32.05 | |
| Tesla Motors (TSLA) | 0.7 | $8.8M | -13% | 13k | 667.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $8.7M | -23% | 4.2k | 2069.16 | |
| Home Depot (HD) | 0.6 | $8.4M | -10% | 28k | 304.80 | |
| UnitedHealth (UNH) | 0.6 | $8.3M | -3% | 22k | 372.05 | |
| Merck & Co (MRK) | 0.6 | $8.1M | -8% | 105k | 77.09 | |
| NVIDIA Corporation (NVDA) | 0.6 | $7.8M | -6% | 15k | 533.93 | |
| Paypal Holdings (PYPL) | 0.6 | $7.5M | -10% | 31k | 242.74 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $7.4M | -8% | 16k | 475.41 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $7.1M | -14% | 20k | 356.13 | |
| Procter & Gamble Company (PG) | 0.5 | $7.0M | -3% | 52k | 135.51 | |
| Bank of America Corporation (BAC) | 0.5 | $6.3M | -2% | 162k | 38.69 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $6.3M | -9% | 28k | 226.71 | |
| Intel Corporation (INTC) | 0.4 | $5.8M | -3% | 91k | 63.94 | |
| Cisco Systems (CSCO) | 0.4 | $5.8M | -8% | 112k | 51.71 | |
| Comcast Corp Cl A (CMCSA) | 0.4 | $5.7M | -3% | 106k | 54.12 | |
| Pepsi (PEP) | 0.4 | $5.5M | -11% | 39k | 141.44 | |
| Penumbra (PEN) | 0.4 | $5.4M | -81% | 20k | 270.60 | |
| Abbvie (ABBV) | 0.4 | $5.4M | -4% | 50k | 108.21 | |
| Abbott Laboratories (ABT) | 0.4 | $5.3M | 44k | 119.83 | ||
| Nike CL B (NKE) | 0.4 | $5.3M | -8% | 40k | 132.88 | |
| McDonald's Corporation (MCD) | 0.4 | $5.2M | 23k | 224.30 | ||
| Wal-Mart Stores (WMT) | 0.4 | $5.0M | -8% | 37k | 135.87 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $5.0M | -34% | 18k | 276.22 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $4.9M | -24% | 64k | 75.87 | |
| Netflix (NFLX) | 0.4 | $4.7M | -10% | 9.0k | 521.67 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $4.6M | -9% | 24k | 188.52 | |
| Pfizer (PFE) | 0.3 | $4.5M | -9% | 126k | 36.16 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.3 | $4.5M | -33% | 31k | 142.86 | |
| Costco Wholesale Corporation (COST) | 0.3 | $4.4M | -10% | 13k | 352.73 | |
| salesforce (CRM) | 0.3 | $4.4M | -43% | 21k | 211.69 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $4.4M | -7% | 82k | 53.34 | |
| Union Pacific Corporation (UNP) | 0.3 | $4.3M | -4% | 20k | 220.30 | |
| Verizon Communications (VZ) | 0.3 | $4.3M | -19% | 74k | 58.15 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $4.3M | 6.9k | 617.55 | ||
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $4.2M | -2% | 77k | 55.18 | |
| Coca-Cola Company (KO) | 0.3 | $4.0M | -5% | 76k | 52.79 | |
| Oracle Corporation (ORCL) | 0.3 | $4.0M | -3% | 57k | 70.17 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $3.9M | -2% | 8.5k | 456.23 | |
| Starbucks Corporation (SBUX) | 0.3 | $3.9M | -36% | 35k | 109.47 | |
| Eli Lilly & Co. (LLY) | 0.3 | $3.8M | -2% | 21k | 186.36 | |
| Amgen (AMGN) | 0.3 | $3.8M | -10% | 15k | 249.55 | |
| Danaher Corporation (DHR) | 0.3 | $3.8M | -5% | 17k | 225.09 | |
| Bristol Myers Squibb (BMY) | 0.3 | $3.8M | -6% | 60k | 63.21 | |
| Sony Corp Sponsored Adr (SNE) | 0.3 | $3.8M | -3% | 35k | 106.14 | |
| Chevron Corporation (CVX) | 0.3 | $3.7M | -16% | 36k | 105.08 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $3.7M | +3% | 43k | 85.24 | |
| Target Corporation (TGT) | 0.3 | $3.6M | -7% | 18k | 197.51 | |
| Qualcomm (QCOM) | 0.3 | $3.6M | -10% | 27k | 132.74 | |
| Arista Networks (ANET) | 0.3 | $3.6M | -30% | 12k | 307.69 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $3.5M | -2% | 7.4k | 476.04 | |
| Toyota Motor Corp Sp Adr Rep2com (TM) | 0.3 | $3.4M | -6% | 22k | 155.56 | |
| Intuit (INTU) | 0.3 | $3.4M | -4% | 8.9k | 383.67 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $3.3M | -33% | 14k | 243.04 | |
| Workday Cl A (WDAY) | 0.2 | $3.3M | -33% | 13k | 248.62 | |
| Lowe's Companies (LOW) | 0.2 | $3.3M | -6% | 17k | 190.56 | |
| Automatic Data Processing (ADP) | 0.2 | $3.2M | -2% | 17k | 189.41 | |
| Applied Materials (AMAT) | 0.2 | $3.2M | 24k | 133.82 | ||
| Nextera Energy (NEE) | 0.2 | $3.2M | 42k | 75.87 | ||
| Exxon Mobil Corporation (XOM) | 0.2 | $3.2M | -4% | 57k | 55.89 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $3.1M | -45% | 13k | 237.27 | |
| Goldman Sachs (GS) | 0.2 | $3.0M | 9.3k | 325.30 | ||
| Honeywell International (HON) | 0.2 | $3.0M | -11% | 14k | 217.07 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $2.9M | 43k | 67.29 | ||
| American Water Works (AWK) | 0.2 | $2.9M | -7% | 19k | 149.17 | |
| Ishares Core Msci Emkt (IEMG) | 0.2 | $2.9M | -18% | 44k | 64.36 | |
| S&p Global (SPGI) | 0.2 | $2.8M | -16% | 8.0k | 352.84 | |
| Caterpillar (CAT) | 0.2 | $2.8M | -5% | 12k | 232.18 | |
| Prologis (PLD) | 0.2 | $2.8M | 26k | 106.22 | ||
| Infosys Sponsored Adr (INFY) | 0.2 | $2.8M | 148k | 18.76 | ||
| American Express Company (AXP) | 0.2 | $2.7M | -2% | 19k | 141.21 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $2.7M | 4.6k | 587.52 | ||
| Citigroup Com New (C) | 0.2 | $2.7M | -4% | 37k | 72.65 | |
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $2.6M | -3% | 53k | 49.71 | |
| 3M Company (MMM) | 0.2 | $2.6M | -23% | 13k | 192.48 | |
| American Tower Reit (AMT) | 0.2 | $2.6M | -18% | 11k | 239.08 | |
| Broadcom (AVGO) | 0.2 | $2.5M | -23% | 5.4k | 463.65 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $2.5M | -6% | 35k | 72.06 | |
| Morgan Stanley Com New (MS) | 0.2 | $2.5M | 32k | 77.67 | ||
| Medtronic SHS (MDT) | 0.2 | $2.4M | -13% | 21k | 118.01 | |
| United Microelectronics Corp Spon Adr New (UMC) | 0.2 | $2.4M | -10% | 265k | 9.11 | |
| Bhp Group Sponsored Ads (BHP) | 0.2 | $2.4M | +3% | 35k | 69.15 | |
| Anthem (ANTM) | 0.2 | $2.4M | -8% | 6.7k | 358.95 | |
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.2 | $2.4M | +9% | 100k | 23.91 | |
| Deere & Company (DE) | 0.2 | $2.4M | -29% | 6.4k | 372.88 | |
| BlackRock (BLK) | 0.2 | $2.4M | -12% | 3.2k | 750.00 | |
| Unilever Spon Adr New (UL) | 0.2 | $2.4M | -9% | 42k | 55.84 | |
| PNC Financial Services (PNC) | 0.2 | $2.3M | -8% | 13k | 175.40 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.3M | -12% | 10k | 221.01 | |
| Sap Se Spon Adr (SAP) | 0.2 | $2.3M | 19k | 122.32 | ||
| General Motors Company (GM) | 0.2 | $2.3M | -3% | 39k | 57.33 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.3M | -74% | 6.2k | 364.34 | |
| Charter Communications Inc N Cl A (CHTR) | 0.2 | $2.2M | -4% | 3.7k | 609.38 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.2 | $2.2M | -15% | 15k | 145.13 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $2.2M | 10k | 223.84 | ||
| Charles Schwab Corporation (SCHW) | 0.2 | $2.2M | -10% | 34k | 65.05 | |
| Boeing Company (BA) | 0.2 | $2.2M | -19% | 8.7k | 254.52 | |
| Diageo Spon Adr New (DEO) | 0.2 | $2.2M | 14k | 164.29 | ||
| Hp (HPQ) | 0.2 | $2.2M | -9% | 69k | 31.77 | |
| Gilead Sciences (GILD) | 0.2 | $2.2M | -39% | 34k | 64.58 | |
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.2 | $2.2M | 55k | 39.16 | ||
| Rbc Cad (RY) | 0.2 | $2.1M | 24k | 91.17 | ||
| Kb Finl Group Sponsored Adr (KB) | 0.2 | $2.1M | 43k | 49.44 | ||
| Colgate-Palmolive Company (CL) | 0.2 | $2.1M | -14% | 27k | 78.35 | |
| Ecolab (ECL) | 0.2 | $2.1M | -3% | 9.7k | 214.12 | |
| Liberty Media Corp Del Com C Siriusxm (LSXMK) | 0.2 | $2.1M | -15% | 46k | 44.50 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $2.0M | 17k | 117.95 | ||
| Cummins (CMI) | 0.2 | $2.0M | -19% | 7.7k | 258.93 | |
| TJX Companies (TJX) | 0.2 | $2.0M | -8% | 30k | 65.95 | |
| CSX Corporation (CSX) | 0.2 | $2.0M | 21k | 96.60 | ||
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $2.0M | -2% | 27k | 72.39 | |
| Humana (HUM) | 0.1 | $2.0M | 4.7k | 421.05 | ||
| Progressive Corporation (PGR) | 0.1 | $2.0M | 20k | 95.64 | ||
| Icici Bank Adr (IBN) | 0.1 | $1.9M | 121k | 16.03 | ||
| Sanofi Sponsored Adr (SNY) | 0.1 | $1.9M | -3% | 39k | 49.31 | |
| CVS Caremark Corporation (CVS) | 0.1 | $1.9M | -15% | 26k | 75.22 | |
| Stryker Corporation (SYK) | 0.1 | $1.9M | -19% | 7.9k | 243.24 | |
| Linde SHS (LIN) | 0.1 | $1.9M | -4% | 6.8k | 282.61 | |
| Uber Technologies (UBER) | 0.1 | $1.9M | 34k | 54.50 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.9M | -14% | 7.3k | 256.98 | |
| Palo Alto Networks (PANW) | 0.1 | $1.9M | -8% | 6.2k | 300.00 | |
| Illinois Tool Works (ITW) | 0.1 | $1.8M | 8.3k | 221.48 | ||
| Becton, Dickinson and (BDX) | 0.1 | $1.8M | -3% | 7.6k | 243.75 | |
| Philip Morris International (PM) | 0.1 | $1.8M | 22k | 84.75 | ||
| Lockheed Martin Corporation (LMT) | 0.1 | $1.8M | -8% | 4.9k | 371.58 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $1.8M | -14% | 24k | 77.54 | |
| Advanced Micro Devices (AMD) | 0.1 | $1.8M | -6% | 23k | 78.52 | |
| Expedia Group Com New (EXPE) | 0.1 | $1.7M | -6% | 10k | 172.41 | |
| Newmont Mining Corporation (NEM) | 0.1 | $1.7M | 29k | 60.75 | ||
| Jd.com Spon Adr Cl A (JD) | 0.1 | $1.7M | 20k | 84.96 | ||
| United Parcel Service CL B (UPS) | 0.1 | $1.7M | -18% | 10k | 170.04 | |
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $1.7M | 22k | 77.73 | ||
| Wells Fargo & Company (WFC) | 0.1 | $1.7M | -3% | 44k | 39.06 | |
| Sk Telecom Sponsored Adr (SKM) | 0.1 | $1.7M | 63k | 27.24 | ||
| Cigna Corp (CI) | 0.1 | $1.7M | +3% | 7.0k | 243.54 | |
| Square Cl A (SQ) | 0.1 | $1.7M | -13% | 7.5k | 226.69 | |
| Micron Technology (MU) | 0.1 | $1.7M | -2% | 19k | 88.71 | |
| Servicenow (NOW) | 0.1 | $1.7M | -7% | 3.4k | 500.00 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.7M | 11k | 159.94 | ||
| Eaton Corp SHS (ETN) | 0.1 | $1.7M | -6% | 12k | 138.25 | |
| State Street Corporation (STT) | 0.1 | $1.7M | -6% | 20k | 82.80 | |
| Liberty Global SHS CL C (LBTYK) | 0.1 | $1.7M | -18% | 65k | 25.54 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.6M | +2% | 15k | 108.56 | |
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $1.6M | +2% | 48k | 33.55 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.6M | -7% | 27k | 58.74 | |
| Ubs Group SHS (UBS) | 0.1 | $1.6M | 100k | 15.55 | ||
| Canadian Natl Ry (CNI) | 0.1 | $1.5M | 13k | 115.65 | ||
| General Electric Company (GE) | 0.1 | $1.5M | -25% | 117k | 13.12 | |
| Norfolk Southern (NSC) | 0.1 | $1.5M | -7% | 5.6k | 268.55 | |
| Us Bancorp Del Com New (USB) | 0.1 | $1.5M | 28k | 54.79 | ||
| Lam Research Corporation (LRCX) | 0.1 | $1.5M | 2.5k | 595.13 | ||
| Arch Cap Group Ord (ACGL) | 0.1 | $1.5M | 37k | 40.00 | ||
| Relx Sponsored Adr (RELX) | 0.1 | $1.5M | -2% | 58k | 25.23 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.5M | 10k | 147.11 | ||
| Air Products & Chemicals (APD) | 0.1 | $1.5M | -20% | 5.2k | 282.05 | |
| International Business Machines (IBM) | 0.1 | $1.5M | -18% | 11k | 133.33 | |
| Koninklijke Philips N V Ny Reg Sh New (PHG) | 0.1 | $1.5M | -8% | 26k | 56.64 | |
| Zoetis Cl A (ZTS) | 0.1 | $1.5M | -7% | 8.9k | 164.18 | |
| Paychex (PAYX) | 0.1 | $1.5M | -5% | 15k | 97.97 | |
| Fiserv (FISV) | 0.1 | $1.4M | -5% | 12k | 119.05 | |
| Booking Holdings (BKNG) | 0.1 | $1.4M | -18% | 620.00 | 2330.07 | |
| Fmc Corp Com New (FMC) | 0.1 | $1.4M | -20% | 13k | 109.84 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.4M | +6% | 10k | 139.04 | |
| Cbre Group Cl A (CBRE) | 0.1 | $1.4M | -21% | 18k | 78.65 | |
| Posco Sponsored Adr (PKX) | 0.1 | $1.4M | 20k | 71.43 | ||
| Sherwin-Williams Company (SHW) | 0.1 | $1.4M | -3% | 1.9k | 745.45 | |
| Rockwell Automation (ROK) | 0.1 | $1.4M | 5.2k | 269.66 | ||
| Royal Dutch Shell Spons Adr A (RDS.A) | 0.1 | $1.4M | +4% | 35k | 39.40 | |
| Bank Of Montreal Cadcom (BMO) | 0.1 | $1.4M | -2% | 16k | 88.77 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.4M | -43% | 5.3k | 260.30 | |
| Autodesk (ADSK) | 0.1 | $1.4M | -8% | 4.9k | 278.20 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $1.4M | -3% | 36k | 38.34 | |
| Woori Finl Group Sponsored Ads (WF) | 0.1 | $1.4M | -4% | 50k | 27.17 | |
| Te Connectivity Reg Shs (TEL) | 0.1 | $1.4M | -46% | 11k | 129.55 | |
| Liberty Media Corp Del Com Ser C Frmla (FWONK) | 0.1 | $1.4M | -20% | 33k | 40.82 | |
| Activision Blizzard (ATVI) | 0.1 | $1.3M | -9% | 14k | 92.59 | |
| Moody's Corporation (MCO) | 0.1 | $1.3M | 4.4k | 298.72 | ||
| Aon Shs Cl A (AON) | 0.1 | $1.3M | -2% | 5.8k | 230.08 | |
| eBay (EBAY) | 0.1 | $1.3M | -7% | 21k | 61.79 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $1.3M | -3% | 20k | 64.85 | |
| Capital One Financial (COF) | 0.1 | $1.3M | 10k | 127.37 | ||
| Metropcs Communications (TMUS) | 0.1 | $1.3M | 10k | 124.56 | ||
| FedEx Corporation (FDX) | 0.1 | $1.3M | 4.6k | 283.87 | ||
| Analog Devices (ADI) | 0.1 | $1.3M | 8.2k | 156.25 | ||
| Altria (MO) | 0.1 | $1.3M | -4% | 26k | 48.78 | |
| Ross Stores (ROST) | 0.1 | $1.3M | -11% | 11k | 120.69 | |
| Truist Financial Corp equities (TFC) | 0.1 | $1.3M | 22k | 58.62 | ||
| Biogen Idec (BIIB) | 0.1 | $1.3M | +5% | 4.6k | 277.17 | |
| Fidelity National Information Services (FIS) | 0.1 | $1.3M | -10% | 9.1k | 140.13 | |
| Information Services (III) | 0.1 | $1.3M | 287k | 4.40 | ||
| Allstate Corporation (ALL) | 0.1 | $1.3M | 11k | 114.73 | ||
| Kla Corp Com New (KLAC) | 0.1 | $1.3M | -15% | 3.8k | 330.65 | |
| Canadian Pacific Railway (CP) | 0.1 | $1.2M | -2% | 3.3k | 375.00 | |
| Snap Cl A (SNAP) | 0.1 | $1.2M | -9% | 24k | 52.63 | |
| Ferrari Nv Ord (RACE) | 0.1 | $1.2M | 5.9k | 209.30 | ||
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.2M | -23% | 1.6k | 739.05 | |
| Docusign (DOCU) | 0.1 | $1.2M | -20% | 6.0k | 202.40 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $1.2M | -8% | 4.1k | 290.75 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.2M | -15% | 6.4k | 185.28 | |
| Iac Interactive Ord (IAC) | 0.1 | $1.2M | +2% | 5.5k | 216.43 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.2M | +4% | 9.0k | 131.43 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $1.2M | -5% | 11k | 109.46 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $1.2M | +2% | 41k | 29.16 | |
| Southern Company (SO) | 0.1 | $1.2M | -4% | 17k | 67.57 | |
| Travelers Companies (TRV) | 0.1 | $1.2M | 7.8k | 149.12 | ||
| Intercontinental Exchange (ICE) | 0.1 | $1.2M | -13% | 10k | 111.84 | |
| Thomson Reuters Corp. Com New (TRI) | 0.1 | $1.2M | 13k | 87.86 | ||
| Marriott Intl Cl A (MAR) | 0.1 | $1.1M | -5% | 7.7k | 149.38 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) | 0.1 | $1.1M | 26k | 44.50 | ||
| Sun Life Financial (SLF) | 0.1 | $1.1M | 22k | 51.95 | ||
| Ing Groep Sponsored Adr (ING) | 0.1 | $1.1M | -2% | 92k | 12.23 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $1.1M | 3.5k | 318.58 | ||
| Schlumberger (SLB) | 0.1 | $1.1M | +10% | 41k | 27.14 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | -32% | 3.4k | 319.07 | |
| Cme (CME) | 0.1 | $1.1M | -8% | 5.3k | 203.01 | |
| Equinix (EQIX) | 0.1 | $1.1M | -20% | 1.6k | 681.42 | |
| General Mills (GIS) | 0.1 | $1.1M | -10% | 18k | 60.73 | |
| Netease Sponsored Ads (NTES) | 0.1 | $1.1M | 10k | 103.25 | ||
| Crown Castle Intl (CCI) | 0.1 | $1.1M | -20% | 6.2k | 171.09 | |
| Trane Technologies SHS (TT) | 0.1 | $1.1M | -6% | 6.4k | 165.29 | |
| Tata Mtrs Sponsored Adr (TTM) | 0.1 | $1.1M | 51k | 21.00 | ||
| AFLAC Incorporated (AFL) | 0.1 | $1.1M | 21k | 50.61 | ||
| Bk Nova Cad (BNS) | 0.1 | $1.0M | 17k | 62.39 | ||
| Emerson Electric (EMR) | 0.1 | $1.0M | -4% | 12k | 90.15 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.0M | -5% | 4.8k | 214.95 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.0M | -9% | 8.1k | 125.48 | |
| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $1.0M | -2% | 190k | 5.36 | |
| Kkr & Co (KKR) | 0.1 | $1.0M | 21k | 48.84 | ||
| Vedanta Sponsored Adr (VEDL) | 0.1 | $1.0M | 80k | 12.59 | ||
Past Filings by Wetherby Asset Management
SEC 13F filings are viewable for Wetherby Asset Management going back to 2011
- 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
- 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