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 20.75% of Wetherby Asset Management's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$6.5M), ANET, ABNB, PINS, ISRG, TSLA, EEM, AMZN, COWN, SKM.
- Started 49 new stock positions in SNOW, ZNH, CWEN, DPZ, TER, JTKWY, MLCO, JNPR, CPRI, ESS.
- Reduced shares in these 10 stocks: Medallia (-$6.3M), T, VTI, , TDOC, TIP, Proshares Ultrashort S&p 500, CLX, EFA, IEMG.
- Sold out of its positions in ADPT, ALK, Appollo Global Mgmt Inc Cl A, CAE, CCL, SNP, Cimarex Energy, Cloudera, COIN, DAR.
- Wetherby Asset Management was a net buyer of stock by $20M.
- Wetherby Asset Management has $1.8B in assets under management (AUM), dropping by 10.05%.
- 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 Wetherby Asset Management
Companies in the Wetherby Asset Management portfolio as of the December 2021 quarterly 13F filing
Wetherby Asset Management has 908 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Wetherby Asset Management Dec. 31, 2021 positions
- Download the Wetherby Asset Management December 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.7 | $120M | 676k | 177.54 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.7 | $84M | -3% | 347k | 241.48 | |
| Microsoft Corporation Call Option (MSFT) | 4.2 | $74M | 221k | 336.00 | ||
| Amazon (AMZN) | 2.7 | $48M | +2% | 14k | 3334.22 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.4 | $43M | 91k | 474.97 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $32M | 11k | 2897.44 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.8 | $32M | 621k | 51.06 | ||
| Penumbra (PEN) | 1.6 | $29M | 101k | 287.32 | ||
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.6 | $29M | 64.00 | 450656.25 | ||
| Meta Platforms Cl A (FB) | 1.6 | $28M | 83k | 336.38 | ||
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.4 | $24M | 225k | 108.33 | ||
| NVIDIA Corporation Call Option (NVDA) | 1.1 | $19M | 64k | 294.29 | ||
| Tesla Motors (TSLA) | 1.0 | $18M | +7% | 17k | 1056.81 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $15M | 51k | 299.04 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $15M | 5.2k | 2893.43 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $14M | 161k | 83.67 | ||
| Johnson & Johnson (JNJ) | 0.8 | $13M | 78k | 171.22 | ||
| Netflix (NFLX) | 0.7 | $13M | +97% | 22k | 602.43 | |
| Home Depot (HD) | 0.7 | $13M | +2% | 31k | 414.82 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.7 | $12M | 78k | 156.63 | ||
| UnitedHealth (UNH) | 0.7 | $12M | +2% | 24k | 502.14 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $12M | 75k | 158.42 | ||
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $12M | 97k | 120.19 | ||
| Commercial Metals Company (CMC) | 0.6 | $12M | 318k | 36.29 | ||
| Visa Com Cl A (V) | 0.6 | $11M | -3% | 53k | 216.67 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $11M | +2% | 27k | 414.54 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $9.8M | +10% | 198k | 49.46 | |
| Walt Disney Company (DIS) | 0.5 | $9.2M | 59k | 154.89 | ||
| Bank of America Corporation Call Option (BAC) | 0.5 | $9.0M | +9% | 203k | 44.49 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $9.0M | 16k | 567.03 | ||
| Procter & Gamble Company (PG) | 0.5 | $8.6M | +2% | 52k | 163.31 | |
| Cisco Systems (CSCO) | 0.5 | $8.5M | +3% | 135k | 62.97 | |
| Merck & Co (MRK) | 0.5 | $8.3M | 109k | 76.43 | ||
| Pfizer (PFE) | 0.5 | $8.3M | +5% | 141k | 59.21 | |
| Costco Wholesale Corporation (COST) | 0.4 | $8.0M | 14k | 569.17 | ||
| Mastercard Incorporated Cl A (MA) | 0.4 | $7.2M | -3% | 20k | 359.38 | |
| Abbvie (ABBV) | 0.4 | $7.2M | +2% | 54k | 135.40 | |
| Danaher Corporation (DHR) | 0.4 | $7.1M | +2% | 22k | 329.14 | |
| Pepsi (PEP) | 0.4 | $7.1M | 41k | 172.84 | ||
| Abbott Laboratories (ABT) | 0.4 | $6.8M | +4% | 48k | 142.86 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $6.8M | 25k | 277.49 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $6.8M | 16k | 436.59 | ||
| Nike CL B (NKE) | 0.4 | $6.7M | 40k | 166.67 | ||
| Paypal Holdings (PYPL) | 0.4 | $6.5M | -3% | 34k | 188.40 | |
| McDonald's Corporation (MCD) | 0.4 | $6.4M | +2% | 24k | 267.82 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $6.2M | +3% | 7.6k | 812.50 | |
| Eli Lilly & Co. (LLY) | 0.3 | $6.1M | 22k | 277.78 | ||
| Arista Networks (ANET) | 0.3 | $6.1M | +263% | 43k | 143.76 | |
| salesforce (CRM) | 0.3 | $6.0M | +5% | 24k | 255.66 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $6.0M | +2% | 9.0k | 667.29 | |
| Inhibrx (INBX) | 0.3 | $6.0M | 137k | 43.67 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $5.8M | -9% | 74k | 78.68 | |
| Qualcomm (QCOM) | 0.3 | $5.7M | +2% | 31k | 183.43 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $5.7M | 19k | 305.64 | ||
| Intuit (INTU) | 0.3 | $5.7M | -2% | 9.1k | 625.00 | |
| Starbucks Corporation (SBUX) | 0.3 | $5.6M | 47k | 118.06 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $5.6M | +27% | 114k | 48.72 | |
| Wal-Mart Stores (WMT) | 0.3 | $5.6M | 38k | 144.71 | ||
| Union Pacific Corporation (UNP) | 0.3 | $5.5M | 22k | 251.51 | ||
| Novo-nordisk A S Adr (NVO) | 0.3 | $5.1M | +2% | 46k | 111.78 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $5.0M | 99k | 50.32 | ||
| Lowe's Companies (LOW) | 0.3 | $5.0M | +2% | 19k | 258.95 | |
| Intel Corporation (INTC) | 0.3 | $4.9M | 95k | 51.41 | ||
| Sony Group Corporation Sponsored Adr (SONY) | 0.3 | $4.8M | +2% | 38k | 126.41 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $4.7M | 44k | 107.90 | ||
| Texas Instruments Incorporated (TXN) | 0.3 | $4.7M | -4% | 25k | 188.46 | |
| Prologis (PLD) | 0.3 | $4.6M | 27k | 168.36 | ||
| Coca-Cola Company (KO) | 0.3 | $4.6M | +2% | 78k | 58.82 | |
| Chevron Corporation (CVX) | 0.3 | $4.5M | -7% | 38k | 117.75 | |
| Automatic Data Processing (ADP) | 0.3 | $4.5M | +2% | 18k | 246.60 | |
| Workday Cl A (WDAY) | 0.3 | $4.5M | 16k | 273.32 | ||
| Target Corporation (TGT) | 0.2 | $4.4M | -2% | 19k | 231.44 | |
| Toyota Motor Corp Ads (TM) | 0.2 | $4.3M | 23k | 185.31 | ||
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $4.3M | 78k | 55.59 | ||
| Oracle Corporation (ORCL) | 0.2 | $4.2M | -3% | 56k | 75.00 | |
| S&p Global (SPGI) | 0.2 | $4.2M | +2% | 8.9k | 471.90 | |
| Infosys Sponsored Adr (INFY) | 0.2 | $4.2M | +2% | 166k | 25.31 | |
| Broadcom (AVGO) | 0.2 | $4.2M | +4% | 6.2k | 666.67 | |
| Applied Materials (AMAT) | 0.2 | $4.2M | 26k | 157.37 | ||
| Nextera Energy (NEE) | 0.2 | $4.1M | +2% | 44k | 93.69 | |
| Verizon Communications (VZ) | 0.2 | $4.1M | -2% | 78k | 52.09 | |
| Advanced Micro Devices (AMD) | 0.2 | $4.1M | +7% | 28k | 143.89 | |
| Cowen Cl A New (COWN) | 0.2 | $4.0M | +36% | 110k | 36.10 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $3.9M | 7.5k | 517.72 | ||
| Charles Schwab Corporation (SCHW) | 0.2 | $3.9M | +5% | 46k | 84.09 | |
| Novartis Sponsored Adr (NVS) | 0.2 | $3.9M | +2% | 44k | 87.48 | |
| Goldman Sachs (GS) | 0.2 | $3.9M | +5% | 10k | 382.54 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $3.8M | +8% | 53k | 73.09 | |
| Palo Alto Networks (PANW) | 0.2 | $3.8M | +2% | 6.9k | 556.72 | |
| Bristol Myers Squibb (BMY) | 0.2 | $3.7M | -4% | 60k | 62.47 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $3.7M | 45k | 82.99 | ||
| American Tower Reit (AMT) | 0.2 | $3.7M | 13k | 290.48 | ||
| Amgen (AMGN) | 0.2 | $3.6M | +3% | 16k | 223.33 | |
| American Water Works (AWK) | 0.2 | $3.6M | -4% | 19k | 188.85 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $3.6M | 58k | 61.20 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $3.4M | +7% | 15k | 222.45 | |
| Morgan Stanley Com New (MS) | 0.2 | $3.4M | 34k | 100.00 | ||
| American Express Company (AXP) | 0.2 | $3.3M | 20k | 164.44 | ||
| Honeywell International (HON) | 0.2 | $3.3M | +2% | 16k | 206.75 | |
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $3.3M | 57k | 58.25 | ||
| Hp (HPQ) | 0.2 | $3.3M | +2% | 87k | 37.67 | |
| Diageo Spon Adr New (DEO) | 0.2 | $3.2M | +3% | 14k | 220.11 | |
| Anthem (ANTM) | 0.2 | $3.2M | 6.8k | 463.89 | ||
| Motorola Solutions Com New (MSI) | 0.2 | $3.1M | +13% | 12k | 271.43 | |
| Te Connectivity SHS (TEL) | 0.2 | $3.1M | 19k | 161.33 | ||
| United Microelectronics Corp Spon Adr New (UMC) | 0.2 | $3.1M | 262k | 11.70 | ||
| BlackRock (BLK) | 0.2 | $3.1M | 3.3k | 915.97 | ||
| Gilead Sciences (GILD) | 0.2 | $3.1M | 42k | 72.62 | ||
| PNC Financial Services (PNC) | 0.2 | $3.0M | +2% | 15k | 202.13 | |
| Sonoco Products Company (SON) | 0.2 | $3.0M | 52k | 57.89 | ||
| Sap Se Spon Adr (SAP) | 0.2 | $2.9M | -3% | 21k | 140.10 | |
| CVS Caremark Corporation (CVS) | 0.2 | $2.8M | +2% | 28k | 100.00 | |
| Unilever Spon Adr New (UL) | 0.2 | $2.8M | +2% | 53k | 53.75 | |
| State Street Corporation (STT) | 0.2 | $2.8M | +5% | 30k | 93.01 | |
| Caterpillar (CAT) | 0.2 | $2.8M | +3% | 14k | 206.66 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $2.8M | 37k | 74.64 | ||
| United Parcel Service CL B (UPS) | 0.2 | $2.7M | +2% | 13k | 214.36 | |
| Relx Sponsored Adr (RELX) | 0.2 | $2.7M | +4% | 81k | 33.33 | |
| Stryker Corporation (SYK) | 0.1 | $2.7M | 9.9k | 267.67 | ||
| Raytheon Technologies Corp (RTX) | 0.1 | $2.6M | -6% | 30k | 86.35 | |
| 3M Company (MMM) | 0.1 | $2.6M | 15k | 177.63 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $2.6M | -9% | 22k | 118.37 | |
| Rbc Cad (RY) | 0.1 | $2.6M | +2% | 25k | 106.13 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $2.6M | -18% | 43k | 59.73 | |
| Colgate-Palmolive Company (CL) | 0.1 | $2.6M | 30k | 85.34 | ||
| Wells Fargo & Company (WFC) | 0.1 | $2.6M | +12% | 53k | 48.04 | |
| General Motors Company (GM) | 0.1 | $2.6M | +2% | 44k | 58.61 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.5M | -3% | 9.0k | 283.04 | |
| Cbre Group Cl A (CBRE) | 0.1 | $2.5M | 23k | 108.49 | ||
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $2.5M | 9.5k | 265.92 | ||
| TJX Companies (TJX) | 0.1 | $2.5M | 33k | 75.92 | ||
| Zoetis Cl A (ZTS) | 0.1 | $2.5M | +7% | 10k | 245.83 | |
| Linde SHS (LIN) | 0.1 | $2.5M | +4% | 7.4k | 333.33 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $2.5M | 3.9k | 636.32 | ||
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $2.4M | 3.7k | 651.87 | ||
| Medtronic SHS (MDT) | 0.1 | $2.4M | -6% | 23k | 104.00 | |
| Concentrix Corp (CNXC) | 0.1 | $2.4M | 14k | 178.60 | ||
| Icici Bank Adr (IBN) | 0.1 | $2.4M | 123k | 19.61 | ||
| Ecolab (ECL) | 0.1 | $2.4M | 10k | 234.76 | ||
| Information Services (III) | 0.1 | $2.3M | 308k | 7.62 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.3M | 7.3k | 320.84 | ||
| Citigroup Com New (C) | 0.1 | $2.3M | -3% | 38k | 60.38 | |
| Servicenow (NOW) | 0.1 | $2.3M | -2% | 3.6k | 645.45 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.3M | 18k | 129.11 | ||
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.1 | $2.3M | 54k | 42.20 | ||
| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $2.3M | +13% | 34k | 66.98 | |
| Deere & Company (DE) | 0.1 | $2.3M | +3% | 6.7k | 342.11 | |
| CSX Corporation (CSX) | 0.1 | $2.3M | 61k | 37.61 | ||
| Bhp Group Sponsored Ads (BHP) | 0.1 | $2.2M | +8% | 37k | 60.61 | |
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $2.2M | +2% | 21k | 106.24 | |
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.1 | $2.2M | -2% | 88k | 25.02 | |
| Eaton Corp SHS (ETN) | 0.1 | $2.2M | 13k | 166.67 | ||
| Philip Morris International (PM) | 0.1 | $2.2M | -2% | 22k | 100.00 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.2M | 36k | 61.29 | ||
| Sherwin-Williams Company (SHW) | 0.1 | $2.2M | +5% | 6.2k | 352.17 | |
| Illinois Tool Works (ITW) | 0.1 | $2.2M | +3% | 8.7k | 246.82 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.1M | +4% | 19k | 114.50 | |
| Micron Technology (MU) | 0.1 | $2.1M | +8% | 21k | 100.00 | |
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $2.1M | +4% | 46k | 46.16 | |
| Humana (HUM) | 0.1 | $2.1M | 4.5k | 463.96 | ||
| Progressive Corporation (PGR) | 0.1 | $2.1M | -7% | 20k | 102.63 | |
| Shopify Cl A (SHOP) | 0.1 | $2.1M | -4% | 1.5k | 1372.34 | |
| At&t (T) | 0.1 | $2.1M | -61% | 85k | 24.51 | |
| Air Products & Chemicals (APD) | 0.1 | $2.1M | 6.8k | 305.39 | ||
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.1 | $2.1M | 13k | 161.13 | ||
| Paychex (PAYX) | 0.1 | $2.0M | 15k | 136.51 | ||
| Ubs Group SHS (UBS) | 0.1 | $2.0M | +6% | 113k | 17.87 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $2.0M | +199% | 5.5k | 359.39 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $2.0M | +6% | 30k | 66.21 | |
| Kla Corp Com New (KLAC) | 0.1 | $1.9M | 4.5k | 430.13 | ||
| Lam Research Corporation (LRCX) | 0.1 | $1.9M | +4% | 2.7k | 719.05 | |
| Becton, Dickinson and (BDX) | 0.1 | $1.9M | +5% | 7.6k | 251.54 | |
| Moody's Corporation (MCO) | 0.1 | $1.9M | +2% | 4.9k | 390.49 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $1.9M | +4% | 4.8k | 400.00 | |
| Norfolk Southern (NSC) | 0.1 | $1.9M | 6.4k | 297.71 | ||
| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $1.9M | 39k | 49.02 | ||
| Devon Energy Corporation (DVN) | 0.1 | $1.9M | 43k | 44.05 | ||
| Global Payments (GPN) | 0.1 | $1.9M | +3% | 14k | 135.19 | |
| Analog Devices (ADI) | 0.1 | $1.9M | +2% | 11k | 166.67 | |
| Fmc Corp Com New (FMC) | 0.1 | $1.9M | +20% | 17k | 109.88 | |
| Boeing Company (BA) | 0.1 | $1.9M | +5% | 9.1k | 202.64 | |
| Booking Holdings (BKNG) | 0.1 | $1.8M | +2% | 767.00 | 2398.96 | |
| Bank Of Montreal Cadcom (BMO) | 0.1 | $1.8M | +2% | 17k | 107.73 | |
| Sanofi Sponsored Adr (SNY) | 0.1 | $1.8M | 36k | 50.10 | ||
| Crown Castle Intl (CCI) | 0.1 | $1.8M | +9% | 8.5k | 209.88 | |
| Newmont Mining Corporation (NEM) | 0.1 | $1.8M | +3% | 29k | 62.39 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $1.8M | +45% | 22k | 79.48 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.8M | 10k | 171.77 | ||
| Lockheed Martin Corporation (LMT) | 0.1 | $1.8M | +4% | 4.9k | 355.21 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.8M | 10k | 170.95 | ||
| Royal Dutch Shell Spons Adr A | 0.1 | $1.7M | +11% | 40k | 43.40 | |
| Thomson Reuters Corp. Com New (TRI) | 0.1 | $1.7M | +3% | 15k | 119.62 | |
| Intercontinental Exchange (ICE) | 0.1 | $1.7M | +7% | 13k | 137.25 | |
| Arch Cap Group Ord (ACGL) | 0.1 | $1.7M | 39k | 44.44 | ||
| Edwards Lifesciences (EW) | 0.1 | $1.7M | +5% | 13k | 129.58 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.7M | 11k | 147.15 | ||
| Tata Mtrs Sponsored Adr (TTM) | 0.1 | $1.6M | +6% | 51k | 32.09 | |
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $1.6M | 28k | 58.18 | ||
| Aon Shs Cl A (AON) | 0.1 | $1.6M | -3% | 5.5k | 300.60 | |
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $1.6M | +8% | 53k | 30.91 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.6M | +2% | 4.1k | 397.76 | |
| Canadian Natl Ry (CNI) | 0.1 | $1.6M | +2% | 14k | 116.28 | |
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $1.6M | +6% | 24k | 67.16 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $1.6M | +2% | 21k | 76.66 | |
| Cummins (CMI) | 0.1 | $1.6M | 7.3k | 218.09 | ||
| Rockwell Automation (ROK) | 0.1 | $1.6M | +2% | 4.6k | 348.93 | |
| Woori Finl Group Sponsored Ads (WF) | 0.1 | $1.6M | 50k | 32.14 | ||
| Amphenol Corp Cl A (APH) | 0.1 | $1.6M | 17k | 91.84 | ||
| Keysight Technologies (KEYS) | 0.1 | $1.6M | 7.7k | 206.55 | ||
| General Mills (GIS) | 0.1 | $1.6M | +14% | 23k | 67.38 | |
| Cigna Corp (CI) | 0.1 | $1.6M | 6.8k | 229.60 | ||
| Us Bancorp Del Com New (USB) | 0.1 | $1.6M | 28k | 56.15 | ||
| Ferrari Nv Ord (RACE) | 0.1 | $1.6M | 6.0k | 258.89 | ||
| Canadian Pacific Railway (CP) | 0.1 | $1.5M | +29% | 22k | 71.92 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) | 0.1 | $1.5M | 26k | 60.37 | ||
| Ford Motor Company (F) | 0.1 | $1.5M | +25% | 74k | 20.77 | |
| Pinterest Cl A (PINS) | 0.1 | $1.5M | +785% | 42k | 36.34 | |
| eBay (EBAY) | 0.1 | $1.5M | 23k | 66.52 | ||
| Equinix (EQIX) | 0.1 | $1.5M | 1.9k | 818.18 | ||
| Capital One Financial (COF) | 0.1 | $1.5M | 10k | 145.11 | ||
| Fiserv (FISV) | 0.1 | $1.5M | +7% | 15k | 103.79 | |
| Autodesk (ADSK) | 0.1 | $1.5M | -2% | 5.0k | 300.00 | |
| Glaxosmithkline Sponsored Adr (GSK) | 0.1 | $1.5M | +17% | 34k | 44.09 | |
| Chubb (CB) | 0.1 | $1.5M | +22% | 7.7k | 193.31 | |
| Trane Technologies SHS (TT) | 0.1 | $1.5M | 7.3k | 202.09 | ||
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $1.5M | +15% | 49k | 30.14 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.5M | +2% | 2.3k | 631.78 | |
| Marriott Intl Cl A (MAR) | 0.1 | $1.4M | +7% | 8.8k | 165.26 | |
| Dex (DXCM) | 0.1 | $1.4M | 2.7k | 537.06 | ||
| Ing Groep Sponsored Adr (ING) | 0.1 | $1.4M | 94k | 15.27 | ||
| Marsh & McLennan Companies (MMC) | 0.1 | $1.4M | +6% | 8.2k | 173.78 | |
| Jd.com Spon Adr Cl A (JD) | 0.1 | $1.4M | 20k | 70.09 | ||
| Bk Nova Cad (BNS) | 0.1 | $1.4M | +10% | 20k | 71.70 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $1.4M | NEW | 9.3k | 151.52 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.4M | -5% | 9.9k | 142.94 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $1.4M | +13% | 143k | 9.76 | |
| Truist Financial Corp equities (TFC) | 0.1 | $1.4M | 24k | 59.02 | ||
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.4M | 6.2k | 220.98 | ||
| Hilton Worldwide Holdings (HLT) | 0.1 | $1.4M | +15% | 8.7k | 156.00 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $1.3M | 8.4k | 159.61 | ||
| General Electric Com New (GE) | 0.1 | $1.3M | 14k | 93.33 | ||
| Ross Stores (ROST) | 0.1 | $1.3M | 12k | 114.29 | ||
| James Hardie Inds Sponsored Adr (JHX) | 0.1 | $1.3M | 33k | 40.70 | ||
| Waste Management (WM) | 0.1 | $1.3M | 8.0k | 168.22 | ||
| Cme (CME) | 0.1 | $1.3M | +6% | 5.9k | 225.00 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.3M | 2.8k | 477.08 | ||
| AutoZone (AZO) | 0.1 | $1.3M | 630.00 | 2096.83 | ||
| WPP Adr (WPP) | 0.1 | $1.3M | +17% | 17k | 75.56 | |
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $1.3M | +6% | 26k | 49.96 | |
| Ishares Msci Cda Etf (EWC) | 0.1 | $1.3M | -2% | 34k | 38.42 |
Past Filings by Wetherby Asset Management
SEC 13F filings are viewable for Wetherby Asset Management going back to 2011
- 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
- Wetherby Asset Management 2018 Q4 filed Jan. 30, 2019