Weatherly Asset Management L. P. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.11 Billion distributed in 181 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $224M, Apple Inc. with a value of $89.8M, Amazon Com Inc with a value of $51.5M, Microsoft Corp with a value of $43.5M, and Netflix Inc with a value of $40.9M.
Examining the 13F form we can see an decrease of $25.1M in the current position value, from $1.14B to 1.11B.
Below you can find more details about Weatherly Asset Management L. P. portfolio as well as his latest detailed transactions.
Portfolio value
$1.11 Billion
Healthcare: $254 Million
Technology: $245 Million
ETFs: $228 Million
Communication Services: $86.8 Million
Consumer Cyclical: $86.5 Million
Industrials: $68.8 Million
Consumer Defensive: $64.1 Million
Financial Services: $35.4 Million
Other: $44.7 Million
Stock Holdings Table Market Cap. of $200 Billions or more
