WETHERBY ASSET MANAGEMENT INC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    san francisco, CA
  • CIK
    0001279627
  • Alternate names
    Laird Norton Wetherby Wealth Management, LLC
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

897

$2.09B
AAPL, MSFT, VTI, NVDA
13F-HR
Feb 14, 2025
000117266125000924

932

$2.19B
AAPL, MSFT, VTI, NVDA
13F-HR
Nov 14, 2024
000117266124004761

927

$2.12B
AAPL, MSFT, NVDA, VTI
13F-HR
Aug 14, 2024
000117266124003443

961

$2.10B
AAPL, MSFT, VTI, NVDA
13F-HR
May 15, 2024
000117266124002387

924

$1.92B
AAPL, MSFT, VTI, AMZN
13F-HR
Feb 14, 2024
000117266124001575

909

$1.76B
AAPL, MSFT, VTI, AMZN
13F-HR
Nov 14, 2023
000117266123003892

951

$1.86B
AAPL, MSFT, VTI, AMZN
13F-HR
Aug 14, 2023
000117266123003075

928

$1.71B
AAPL, MSFT, VTI, AMZN
13F-HR
May 12, 2023
000117266123002091

903

$1.56B
AAPL, VTI, MSFT, VEA
13F-HR
Feb 14, 2023
000117266123000866

883

$1.42B
AAPL, VTI, MSFT, AMZN
13F-HR
Nov 14, 2022
000117266122002455

904

$1.47B
AAPL, VTI, MSFT, SPY
13F-HR
Aug 15, 2022
000117266122001838

930

$1.75B
AAPL, VTI, MSFT, AMZN
13F-HR
May 16, 2022
000117266122001374

928

$1.78B
AAPL, VTI, MSFT, AMZN
13F-HR
Feb 14, 2022
000117266122000913

930

$1.62B
AAPL, VTI, MSFT, AMZN
13F-HR
Nov 15, 2021
000117266121002265

928

$1.64B
AAPL, VTI, MSFT, AMZN
13F-HR
Aug 16, 2021
000117266121001712

780

$1.31B
VTI, AAPL, MSFT, VEA
13F-HR
May 14, 2021
000117266121001151

906

$1.47B
AAPL, VTI, MSFT, AMZN
13F-HR
Feb 11, 2021
000117266121000330

472

$33.28M
VEU, VT, MBB, KKR
NEW HOLDINGS
Dec 16, 2020
000117266120002373

718

$1.09B
VTI, AAPL, MSFT, AMZN
RESTATEMENT
Dec 16, 2020
000117266120002372

715

$1.05B
AAPL, VTI, MSFT, VEA
13F-HR
Aug 14, 2020
000117266120001784

683

$890.83M
AAPL, VTI, MSFT, SPY
13F-HR
May 6, 2020
000117266120001141

700

$1.02B
AAPL, MSFT, VTI, BRK.A
13F-HR
Jan 28, 2020
000117266120000255

703

$957.82M
AAPL, MSFT, BRK.A, SPY
13F-HR
Oct 31, 2019
000117266119002087

680

$913.53M
AAPL, MSFT, BRK.A, SPY
13F-HR
Jul 25, 2019
000117266119001584

664

$803.03M
AAPL, MSFT, BRK.A, VT
RESTATEMENT
Jul 25, 2019
000117266119001583

633

$706.98M
AAPL, MSFT, BRK.A, VT
13F-HR
Jan 30, 2019
000117266119000276

668

$809.58M
AAPL, MSFT, BRK.A, VT
13F-HR
Nov 7, 2018
000117266118001968

641

$738.69M
AAPL, MSFT, BRK.A, VT
13F-HR
Jul 24, 2018
000117266118001416

641

$724.51M
AAPL, BRK.A, MSFT, VEU
13F-HR
May 4, 2018
000117266118000995

662

$720.69M
AAPL, BRK.A, MSFT, VEU
13F-HR
Feb 9, 2018
000117266118000332

635

$672.28M
AAPL, BRK.A, VEU, MSFT
13F-HR
Nov 13, 2017
000117266117001942

563

$587.80M
BRK.A, AAPL, MSFT, IVE
13F-HR
Aug 2, 2017
000117266117001457

556

$556.05M
BRK.A, AAPL, MSFT, IVE
13F-HR
Apr 27, 2017
000117266117000952

523

$510.60M
BRK.A, AAPL, MSFT, IVE
13F-HR
Feb 8, 2017
000117266117000291

520

$494.31M
BRK.A, AAPL, MSFT, IVE
13F-HR
Nov 14, 2016
000117266116004274

509

$451.09M
BRK.A, AAPL, MSFT, XOM
13F-HR
Aug 10, 2016
000117266116003696

484

$424.31M
BRK.A, AAPL, MSFT, IVE
13F-HR
May 10, 2016
000117266116003215

464

$417.10M
BRK.A, AAPL, IVE, MSFT
13F-HR
Feb 8, 2016
000117266116002465

456

$390.31M
BRK.A, AAPL, MSFT, ANET
13F-HR
Nov 12, 2015
000117266115001920

498

$415.97M
BRK.A, AAPL, ANET, ALLERGAN PLC
13F-HR
Aug 12, 2015
000117266115001476

472

$410.76M
BRK.A, ANET, AAPL, XOM
13F-HR
May 8, 2015
000117266115001011

455

$397.62M
BRK.A, ANET, AAPL, XOM
13F-HR
Feb 12, 2015
000117266115000359

432

$358.70M
BRK.A, AAPL, XOM, MSFT
13F-HR
Nov 3, 2014
000117266114001655

434

$354.24M
BRK.A, AAPL, XOM, CSCO
13F-HR
Aug 1, 2014
000117266114001305

432

$348.86M
BRK.A, XOM, AAPL, MSFT
RESTATEMENT
May 5, 2014
000117266114000923

435

$350.64M
BRK.A, XOM, AAPL, CSCO
13F-HR
Jan 29, 2014
000117266114000186