Weatherly Asset Management L. P. has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.03 Billion distributed in 171 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $231M, Apple Inc. with a value of $64.2M, Microsoft Corp with a value of $44.1M, Amazon Com Inc with a value of $42.1M, and Netflix Inc with a value of $29.9M.

Examining the 13F form we can see an increase of $106M in the current position value, from $927M to 1.03B.

Below you can find more details about Weatherly Asset Management L. P. portfolio as well as his latest detailed transactions.

Portfolio value $1.03 Billion
Healthcare: $267 Million
Technology: $209 Million
ETFs: $207 Million
Consumer Cyclical: $76.8 Million
Communication Services: $71.2 Million
Industrials: $67.3 Million
Consumer Defensive: $58 Million
Financial Services: $29.9 Million
Other: $46 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 171
  • Current Value $1.03 Billion
  • Prior Value $927 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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