Wetherby Asset Management Inc Top Holdings and 13F Report (2025)

About Wetherby Asset Management Inc

Investment Activity

Wetherby Asset Management Inc has $2.09 billion in total holdings as of December 31, 2024.
Wetherby Asset Management Inc owns shares of 897 different stocks, but just 212 companies or ETFs make up 80% of its holdings.
Approximately 2.13% of the portfolio was purchased this quarter.
About 7.08% of the portfolio was sold this quarter.
This quarter, Wetherby Asset Management Inc has purchased 931 new stocks and bought additional shares in 175 stocks.
Wetherby Asset Management Inc sold shares of 604 stocks and completely divested from 63 stocks this quarter.

Largest Holdings

Apple: $165,731,838
Microsoft: $96,784,200
Vanguard Total Stock Market ETF: $91,273,243
NVIDIA: $91,036,785
Amazon.com: $71,529,406

Largest New Holdings this Quarter

ARISTA NETWORKS INC: $7,595,818 Holding
BLACKROCK INC: $3,047,905 Holding
LAM RESEARCH CORP: $1,973,365 Holding
Dimensional U.S. Core Equity 2 ETF: $655,412 Holding
iRhythm Technologies: $607,476 Holding

Largest Purchases this Quarter

ARISTA NETWORKS INC: 68,722 shares (about $7.60M)
Sony Group: 170,310 shares (about $3.60M)
BLACKROCK INC: 2,973 shares (about $3.05M)
Dr. Reddy's Laboratories: 158,143 shares (about $2.50M)
LAM RESEARCH CORP: 27,321 shares (about $1.97M)

Largest Sales this Quarter

Apple: 45,082 shares (about $11.29M)
NVIDIA: 48,084 shares (about $6.46M)
Amazon.com: 21,570 shares (about $4.73M)
Microsoft: 11,137 shares (about $4.69M)
Alphabet: 12,942 shares (about $2.45M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$165,731,838	$11,289,426 ▼	-6.4%	661,816	7.9%	Computer and Technology
MSFT Microsoft	$96,784,200	$4,694,235 ▼	-4.6%	229,619	4.6%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$91,273,243	$1,138,376 ▼	-1.2%	314,941	4.4%	ETF
NVDA NVIDIA	$91,036,785	$6,457,199 ▼	-6.6%	677,912	4.4%	Computer and Technology
AMZN Amazon.com	$71,529,406	$4,732,238 ▼	-6.2%	326,038	3.4%	Retail/Wholesale
GOOGL Alphabet	$42,264,784	$2,449,918 ▼	-5.5%	223,269	2.0%	Computer and Technology
META Meta Platforms	$39,209,596	$983,650 ▼	-2.4%	66,967	1.9%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$36,314,375	$298,903 ▼	-0.8%	61,961	1.7%	Finance
VEA Vanguard FTSE Developed Markets ETF	$35,023,572	$267,362 ▲	0.8%	732,404	1.7%	ETF
VT Vanguard Total World Stock ETF	$31,066,341	$811,553 ▼	-2.5%	264,439	1.5%	ETF
TSLA Tesla	$22,323,130	$902,989 ▼	-3.9%	55,277	1.1%	Auto/Tires/Trucks
TSM Taiwan Semiconductor Manufacturing	$21,421,567	$1,487,538 ▼	-6.5%	108,466	1.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$21,211,496	$782,175 ▼	-3.6%	88,488	1.0%	Finance
NFLX Netflix	$20,056,484	$527,661 ▼	-2.6%	22,502	1.0%	Consumer Discretionary
AVGO Broadcom	$19,627,559	$752,320 ▼	-3.7%	84,660	0.9%	Computer and Technology
LLY Eli Lilly and Company	$18,706,089	$1,235,184 ▼	-6.2%	24,231	0.9%	Medical
V Visa	$16,926,843	$589,417 ▼	-3.4%	53,559	0.8%	Business Services
GOOG Alphabet	$16,838,827	$82,270 ▼	-0.5%	88,421	0.8%	Computer and Technology
CMC Commercial Metals	$14,245,759	$31,397 ▼	-0.2%	287,213	0.7%	Basic Materials
COST Costco Wholesale	$12,718,932	$402,248 ▼	-3.1%	13,881	0.6%	Retail/Wholesale
MA Mastercard	$12,303,699	$370,701 ▼	-2.9%	23,366	0.6%	Business Services
MRK Merck & Co., Inc.	$12,252,049	$43,772 ▼	-0.4%	123,158	0.6%	Medical
HD Home Depot	$11,800,203	$583,494 ▼	-4.7%	30,335	0.6%	Retail/Wholesale
UNH UnitedHealth Group	$11,501,011	$694,027 ▼	-5.7%	22,736	0.6%	Medical
IVW iShares S&P 500 Growth ETF	$11,383,895		0.0%	112,123	0.5%	ETF
JNJ Johnson & Johnson	$11,171,269	$866,137 ▼	-7.2%	77,245	0.5%	Medical
IVE iShares S&P 500 Value ETF	$10,488,953	$2,359,108 ▼	-18.4%	54,950	0.5%	ETF
WMT Walmart	$10,315,143	$437,662 ▼	-4.1%	114,167	0.5%	Retail/Wholesale
ACN Accenture	$10,208,947	$190,670 ▼	-1.8%	29,020	0.5%	Computer and Technology
VOO Vanguard S&P 500 ETF	$9,685,161	$723,087 ▲	8.1%	17,975	0.5%	ETF
ORCL Oracle	$9,638,214	$385,109 ▼	-3.8%	57,838	0.5%	Computer and Technology
CRM Salesforce	$9,265,987	$79,236 ▼	-0.8%	27,715	0.4%	Computer and Technology
PG Procter & Gamble	$8,800,793	$344,521 ▼	-3.8%	52,495	0.4%	Consumer Staples
VWO Vanguard FTSE Emerging Markets ETF	$8,350,903	$40,429 ▼	-0.5%	189,621	0.4%	ETF
NVO Novo Nordisk A/S	$8,218,868	$519,131 ▼	-5.9%	95,546	0.4%	Medical
BAC Bank of America	$7,982,304	$462,707 ▼	-5.5%	181,622	0.4%	Finance
BND Vanguard Total Bond Market ETF	$7,820,146	$1,890,875 ▲	31.9%	108,749	0.4%	ETF
ARISTA NETWORKS INC	$7,595,818	$7,595,818 ▲	New Holding	68,722	0.4%	COM SHS
ABBV AbbVie	$7,544,485	$457,403 ▼	-5.7%	42,456	0.4%	Medical
IWB iShares Russell 1000 ETF	$7,222,675	$35,437 ▼	-0.5%	22,420	0.3%	ETF
XOM Exxon Mobil	$7,169,853	$715,339 ▼	-9.1%	66,653	0.3%	Oils/Energy
IWV iShares Russell 3000 ETF	$7,025,862	$51,140 ▼	-0.7%	21,020	0.3%	ETF
ASML ASML	$6,970,999	$587,732 ▼	-7.8%	10,058	0.3%	Computer and Technology
TE CONNECTIVITY PLC	$6,840,973	$301,953 ▼	-4.2%	47,849	0.3%	ORD SHS
SPGI S&P Global	$6,799,774	$78,691 ▼	-1.1%	13,653	0.3%	Business Services
CSCO Cisco Systems	$6,738,155	$182,218 ▼	-2.6%	113,820	0.3%	Computer and Technology
SAP SAP	$6,507,745	$395,409 ▼	-5.7%	26,432	0.3%	Computer and Technology
AXP American Express	$6,437,080	$503,950 ▼	-7.3%	21,689	0.3%	Finance
GS The Goldman Sachs Group	$6,419,048	$292,608 ▼	-4.4%	11,210	0.3%	Finance
ADBE Adobe	$6,338,491	$464,692 ▼	-6.8%	14,254	0.3%	Computer and Technology
PEN Penumbra	$6,311,506	$49,158 ▼	-0.8%	26,577	0.3%	Medical
ABT Abbott Laboratories	$6,276,285	$215,363 ▼	-3.3%	55,488	0.3%	Medical
NOW ServiceNow	$5,872,006	$90,110 ▲	1.6%	5,539	0.3%	Computer and Technology
MCD McDonald's	$5,866,090	$304,958 ▼	-4.9%	20,236	0.3%	Retail/Wholesale
DIS Walt Disney	$5,762,925	$170,926 ▼	-2.9%	51,754	0.3%	Consumer Discretionary
INTU Intuit	$5,691,068	$333,734 ▼	-5.5%	9,055	0.3%	Computer and Technology
AMD Advanced Micro Devices	$5,650,140	$794,687 ▼	-12.3%	46,776	0.3%	Computer and Technology
QCOM QUALCOMM	$5,504,965	$474,685 ▼	-7.9%	35,835	0.3%	Computer and Technology
KO Coca-Cola	$5,502,361	$573,042 ▼	-9.4%	88,377	0.3%	Consumer Staples
PEP PepsiCo	$5,292,551	$600,023 ▼	-10.2%	34,806	0.3%	Consumer Staples
TM Toyota Motor	$5,233,453	$367,035 ▼	-6.6%	26,892	0.3%	Auto/Tires/Trucks
UNP Union Pacific	$4,979,517	$208,202 ▼	-4.0%	21,836	0.2%	Transportation
DHR Danaher	$4,894,512	$533,479 ▼	-9.8%	21,322	0.2%	Medical
IWF iShares Russell 1000 Growth ETF	$4,848,270	$4,819 ▲	0.1%	12,073	0.2%	ETF
TDG TransDigm Group	$4,794,818	$46,884 ▼	-1.0%	3,784	0.2%	Aerospace
NVS Novartis	$4,783,857	$282,588 ▼	-5.6%	49,161	0.2%	Medical
TJX TJX Companies	$4,773,862	$93,025 ▼	-1.9%	39,515	0.2%	Retail/Wholesale
SCHW Charles Schwab	$4,689,754	$1,769,963 ▼	-27.4%	63,366	0.2%	Finance
MSI Motorola Solutions	$4,667,671	$82,278 ▼	-1.7%	10,098	0.2%	Computer and Technology
CVX Chevron	$4,648,874	$730,709 ▼	-13.6%	32,097	0.2%	Oils/Energy
INFY Infosys	$4,639,938	$208,393 ▼	-4.3%	211,676	0.2%	Computer and Technology
AMAT Applied Materials	$4,608,626	$315,829 ▼	-6.4%	28,338	0.2%	Computer and Technology
ESGU iShares ESG Aware MSCI USA ETF	$4,560,873	$10,306 ▲	0.2%	35,405	0.2%	Manufacturing
AZN AstraZeneca	$4,558,683	$490,941 ▼	-9.7%	69,577	0.2%	Medical
ADP Automatic Data Processing	$4,541,819	$124,413 ▼	-2.7%	15,515	0.2%	Business Services
SONY Sony Group	$4,530,780	$3,603,760 ▲	388.7%	214,120	0.2%	Consumer Discretionary
GPN Global Payments	$4,490,833	$17,930 ▼	-0.4%	40,075	0.2%	Business Services
MDY SPDR S&P MidCap 400 ETF Trust	$4,438,778	$10,253 ▼	-0.2%	7,793	0.2%	ETF
ETN Eaton	$4,359,772	$194,144 ▼	-4.3%	13,137	0.2%	Industrial Products
CAT Caterpillar	$4,311,766	$154,173 ▼	-3.5%	11,886	0.2%	Industrial Products
TMO Thermo Fisher Scientific	$4,305,968	$436,996 ▼	-9.2%	8,277	0.2%	Medical
AMGN Amgen	$4,282,322	$330,492 ▼	-7.2%	16,430	0.2%	Medical
PGR Progressive	$4,235,177	$152,155 ▼	-3.5%	17,675	0.2%	Finance
LINDE PLC	$4,170,851	$396,486 ▼	-8.7%	9,962	0.2%	SHS
UBS UBS Group	$4,119,306	$141,503 ▼	-3.3%	135,861	0.2%	Finance
LOW Lowe's Companies	$4,117,356	$267,531 ▼	-6.1%	16,683	0.2%	Retail/Wholesale
EFA iShares MSCI EAFE ETF	$4,117,309	$152,126 ▲	3.8%	54,455	0.2%	Finance
TXN Texas Instruments	$4,076,281	$275,452 ▼	-6.3%	21,739	0.2%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$4,006,841	$63,644 ▲	1.6%	20,461	0.2%	ETF
WSM Williams-Sonoma	$3,952,668	$120,923 ▼	-3.0%	21,345	0.2%	Retail/Wholesale
WIT Wipro	$3,939,868	$1,822,902 ▲	86.1%	1,112,957	0.2%	Computer and Technology
ACWX iShares MSCI ACWI ex U.S. ETF	$3,929,588	$3,077 ▲	0.1%	75,337	0.2%	Manufacturing
MCO Moody's	$3,904,149	$6,627 ▼	-0.2%	8,248	0.2%	Finance
SYK Stryker	$3,900,476	$96,495 ▼	-2.4%	10,833	0.2%	Medical
MS Morgan Stanley	$3,878,589	$139,801 ▼	-3.5%	30,851	0.2%	Finance
IBM International Business Machines	$3,818,228	$154,321 ▼	-3.9%	17,369	0.2%	Computer and Technology
VRSK Verisk Analytics	$3,773,392	$172,419 ▲	4.8%	13,700	0.2%	Business Services
ECL Ecolab	$3,730,162	$46,630 ▼	-1.2%	15,919	0.2%	Basic Materials
VEU Vanguard FTSE All-World ex-US ETF	$3,712,939	$6,028 ▲	0.2%	64,674	0.2%	ETF
GILD Gilead Sciences	$3,705,789	$49,233 ▼	-1.3%	40,119	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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Wetherby Asset Management Inc Top Holdings and 13F Report (2025)

About Wetherby Asset Management Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Wetherby Asset Management Inc Top Holdings and 13F Report (2025)

About Wetherby Asset Management Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWetherby Asset Management Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools