Weatherly Asset Management L. P. Portfolio Holdings
Weatherly Asset Management L. P.
- $1.03 Billion
- Q1 2024
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.