Weatherly Asset Management L. P. has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.09 Billion distributed in 169 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $268M, Apple Inc. with a value of $78.3M, Microsoft Corp with a value of $45.9M, Amazon Com Inc with a value of $44.9M, and Netflix Inc with a value of $32.3M.
Examining the 13F form we can see an increase of $58.2M in the current position value, from $1.03B to 1.09B.
Below you can find more details about Weatherly Asset Management L. P. portfolio as well as his latest detailed transactions.
Portfolio value
$1.09 Billion
Healthcare: $300 Million
Technology: $234 Million
ETFs: $209 Million
Communication Services: $75.8 Million
Consumer Cyclical: $75.5 Million
Industrials: $65.1 Million
Consumer Defensive: $60 Million
Financial Services: $28 Million
Other: $43.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions