Weatherly Asset Management L. P. has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 182 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $223M, Apple Inc. with a value of $71.3M, Netflix Inc with a value of $58M, Amazon Com Inc with a value of $50.9M, and Microsoft Corp with a value of $50.7M.
Examining the 13F form we can see an increase of $55.4M in the current position value, from $1.1B to 1.16B.
Below you can find more details about Weatherly Asset Management L. P. portfolio as well as his latest detailed transactions.
Portfolio value
$1.16 Billion
Technology: $249 Million
ETFs: $249 Million
Healthcare: $248 Million
Communication Services: $104 Million
Consumer Cyclical: $80.6 Million
Industrials: $76.2 Million
Consumer Defensive: $66.5 Million
Financial Services: $38.2 Million
Other: $46.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more
