Wetherby Asset Management Inc Purchases in Q2 2025

Wetherby Asset Management Inc

  • $2.19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
5.06K
+ 2.2%
$354.56 - $497.45 $1.79M - $2.51M
235K $117M
NVDA
Nvidia Corp

Technology
16.2K
+ 2.4%
$94.31 - $157.99 $1.53M - $2.57M
694K $110M
IGF
Ishares Global Infrastructure

ETFs
140K
New
$50.55 - $59.83 $7.07M - $8.37M
140K $8.28M
JPM
Jpmorgan Chase & CO

Financial Services
6.08K
+ 6.87%
$210.28 - $289.91 $1.28M - $1.76M
94.6K $27.4M
AVGO
Broadcom Inc.

Technology
6.23K
+ 7.36%
$146.29 - $275.65 $911K - $1.72M
90.9K $25.1M
VTI
Vanguard Total Stock Market Et

ETFs
1.77K
+ 0.56%
$243.75 - $303.93 $430K - $537K
317K $96.3M
MA
Mastercard Inc

Financial Services
3.99K
+ 17.09%
$479.92 - $590.74 $1.92M - $2.36M
27.4K $15.4M
V
Visa Inc.

Financial Services
1.42K
+ 2.65%
$308.27 - $373.31 $438K - $530K
55K $19.5M
AVEM
American Centy ETF Tr Avantis

ETFs
37.7K
New
$53.08 - $68.54 $2M - $2.58M
37.7K $2.58M
PM
Philip Morris International Inc.

Consumer Defensive
3.78K
+ 13.99%
$149.23 - $184.95 $563K - $698K
30.8K $5.6M
LYFT
Lyft, Inc.

Technology
132K
New
$9.97 - $17.21 $1.32M - $2.27M
132K $2.08M
GS
Goldman Sachs Group Inc

Financial Services
793
+ 7.07%
$462.22 - $707.75 $367K - $561K
12K $8.5M
ABT
Abbott Laboratories

Healthcare
5.9K
+ 10.63%
$123.95 - $138.08 $731K - $815K
61.4K $8.35M
INTU
Intuit Inc

Technology
789
+ 8.71%
$544.07 - $787.63 $429K - $621K
9.84K $7.75M
COF
Capital One Financial Corp

Financial Services
8.13K
+ 91.59%
$150.57 - $212.76 $1.22M - $1.73M
17K $3.62M
JNJ
Johnson & Johnson

Healthcare
8.9K
+ 11.52%
$146.36 - $159.82 $1.3M - $1.42M
86.1K $13.2M
GE
General Electric CO

Industrials
1.16K
+ 6.49%
$166.81 - $257.39 $193K - $298K
19K $4.88M
TDG
Trans Digm Group Inc

Industrials
605
+ 15.99%
$1231.75 - $1520.64 $745K - $920K
4.39K $6.67M
PLTR
Palantir Technologies Inc.

Technology
5.59K
+ 31.22%
$74.01 - $144.25 $414K - $806K
23.5K $3.2M
ASML
Asml Holding Nv

Technology
936
+ 9.31%
$595.37 - $815.24 $557K - $763K
11K $8.81M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.25K
+ 12.53%
$456.74 - $568.03 $1.03M - $1.28M
20.2K $11.5M
IVV
Ishares Core S&P 500 ETF

ETFs
2.64K
+ 56.77%
$498.8 - $620.9 $1.32M - $1.64M
7.3K $4.53M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
72.4K
+ 196.37%
$19.1 - $23.83 $1.38M - $1.72M
109K $2.6M
SAN
Banco Santander, S.A.

Financial Services
45.1K
+ 13.04%
$5.72 - $8.32 $258K - $375K
391K $3.24M
IBM
International Business Machines Corp

Technology
1.16K
+ 6.66%
$221.03 - $294.78 $256K - $341K
18.5K $5.46M
BKNG
Booking Holdings Inc.

Consumer Cyclical
171
+ 24.15%
$4164.15 - $5789.24 $712K - $990K
879 $5.09M
SONY
Sony Group Corp

Technology
20.3K
+ 9.48%
$21.24 - $26.88 $431K - $545K
234K $6.1M
III
Information Services Group Inc.

Technology
318K
New
$3.45 - $4.96 $1.1M - $1.58M
318K $1.53M
KB
Kb Financial Group Inc.

Financial Services
1.21K
+ 2.21%
$46.88 - $82.59 $56.7K - $99.9K
55.9K $4.62M
JCI
Johnson Controls International PLC

Industrials
4.12K
+ 10.44%
$71.14 - $105.62 $293K - $436K
43.6K $4.61M
CI
Cigna Corp

Healthcare
2.67K
+ 24.52%
$301.89 - $340.04 $807K - $909K
13.6K $4.49M
MS
Morgan Stanley

Financial Services
6.76K
+ 21.92%
$99.83 - $140.86 $675K - $952K
37.6K $5.3M
WF
Woori Financial Group Inc.

Financial Services
6.15K
+ 10.96%
$30.46 - $49.73 $187K - $306K
62.2K $3.09M
NVS
Novartis Ag

Healthcare
803
+ 1.63%
$101.96 - $121.01 $81.9K - $97.2K
50K $6.05M
NDAQ
Nasdaq, Inc.

Financial Services
11K
+ 67.47%
$66.4 - $89.42 $730K - $984K
27.3K $2.44M
UBER
Uber Technologies, Inc

Technology
3.56K
+ 14.99%
$64.62 - $93.3 $230K - $333K
27.3K $2.55M
SPOT
Spotify Technology S.A.

Communication Services
634
+ 34.03%
$503.3 - $775.9 $319K - $492K
2.5K $1.92M
AXP
American Express CO

Financial Services
1.84K
+ 8.5%
$231.39 - $318.98 $427K - $588K
23.5K $7.51M
GILD
Gilead Sciences, Inc.

Healthcare
2.84K
+ 7.09%
$96.91 - $113.0 $276K - $321K
43K $4.76M
BR
Broadridge Financial Solutions, Inc.

Technology
4.16K
+ 192.1%
$217.22 - $246.25 $903K - $1.02M
6.32K $1.54M
KLAC
Kla Corp

Technology
93
+ 2.57%
$576.53 - $902.94 $53.6K - $84K
3.72K $3.33M
MU
Micron Technology Inc

Technology
978
+ 4.3%
$64.72 - $127.91 $63.3K - $125K
23.7K $2.92M
BSX
Boston Scientific Corp

Healthcare
4.93K
+ 19.29%
$89.7 - $107.41 $442K - $530K
30.5K $3.28M
ETN
Eaton Corp PLC

Industrials
1.79K
+ 13.66%
$246.52 - $356.99 $442K - $640K
14.9K $5.33M
KIND
Nextdoor Holdings, Inc.

Communication Services
616K
+ 577.9%
$1.36 - $1.66 $838K - $1.02M
722K $1.2M
T
At&T Inc.

Communication Services
6.31K
+ 5.1%
$26.33 - $28.94 $166K - $183K
130K $3.76M
RTX
Raytheon Technologies Corp

Industrials
135
+ 0.45%
$113.75 - $148.48 $15.4K - $20K
30K $4.38M
WMT
Walmart Inc.

Consumer Defensive
607
+ 0.53%
$81.79 - $99.98 $49.6K - $60.7K
115K $11.2M
SPGI
S&P Global Inc.

Financial Services
927
+ 6.79%
$438.31 - $527.29 $406K - $489K
14.6K $7.69M
Activity Summary
Buys All Purchases 473 New Holdings 86 Increased Positions 387 Sells All Sells 399 Reductions 399 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email