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Latest WETHERBY ASSET MANAGEMENT INC Stock Portfolio

About WETHERBY ASSET MANAGEMENT INC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Laird Norton Wetherby Wealth Management, LLC reported an equity portfolio of $2.2 Billions as of 30 Jun, 2025.

The top stock holdings of Laird Norton Wetherby Wealth Management, LLC are AAPL, MSFT, NVDA. The fund has invested 6% of it's portfolio in APPLE INC and 5.2% of portfolio in MICROSOFT CORP.

Laird Norton Wetherby Wealth Management, LLC opened new stock positions in APPLE INC (AAPL), MICROSOFT CORP (MSFT) and NVIDIA CORPORATION (NVDA).

WETHERBY ASSET MANAGEMENT INC Annual Return Estimates Vs S&P 500

2019202020212022202320242025−20−100102030Performance (%)Performance

New Buys

Ticker$ Bought
apple inc134,034,000
microsoft corp116,729,000
nvidia corporation109,669,000
vanguard index fds96,256,800
amazon com inc70,873,100
meta platforms inc47,626,000
vanguard tax-managed fds41,329,500
alphabet inc40,544,800
New stocks bought by WETHERBY ASSET MANAGEMENT INC

Additions

No additions were made to existing positions by WETHERBY ASSET MANAGEMENT INC

Reductions

None of the existing positions were reduced by WETHERBY ASSET MANAGEMENT INC

Sold off

None of the stocks were completely sold off by WETHERBY ASSET MANAGEMENT INC

Sector Distribution

31%25%
Sector%
Others31
Technology24.9
Financial Services8.4
Consumer Cyclical7.3
Communication Services7.2
Healthcare6.2
Industrials5.7
Consumer Defensive3.2
Basic Materials1.9
Energy1.8
Real Estate1.3
Utilities1.1

Market Cap. Distribution

38%31%28%
Category%
MEGA-CAP37.9
UNALLOCATED31.1
LARGE-CAP27.9
MID-CAP2.8

Stocks belong to which Index?

64%35%
Index%
S&P 50063.7
Others35
RUSSELL 20001.3
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

WETHERBY ASSET MANAGEMENT INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

AAPLMSFTNVDAVBAMZNMETAVEAGOOGSPYNFLXJPMVEUAVGOTSMVLLYTSLAGOOGMACMCJNJCOSTIJ..OR..HD..VB..WM..IJ..VE....GSBACABTABBVAAXJAC..PG....CS..CR..INTUSPGIBIVAXPIJRIJ..X..NOWTDG

Current Stock Holdings of WETHERBY ASSET MANAGEMENT INC

Last Reported on: 14 Aug, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of APPLE INC Position Held By WETHERBY ASSET MANAGEMENT INC

What % of Portfolio is AAPL?:

No data available

Number of AAPL shares held:

No data available

Change in No. of Shares Held:

No data available