Wetherby Asset Management Inc Purchases in Q3 2025

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CCJ
Cameco Corp

Energy
1.29K
+ 6.7%
$70.47 - $86.89 $91K - $112K
20.6K $1.73M
KWEB
Kraneshares Tr Csi China Inter

ETFs
7K
New
$33.63 - $42.59 $235K - $298K
7K $294K
ROST
Ross Stores, Inc.

Consumer Cyclical
159
+ 1.47%
$127.59 - $152.81 $20.3K - $24.3K
11K $1.67M
PH
Parker Hannifin Corp

Industrials
109
+ 3.19%
$697.13 - $769.67 $76K - $83.9K
3.53K $2.67M
HOOD
Robinhood Markets, Inc.

Technology
600
+ 14.84%
$91.27 - $143.18 $54.8K - $85.9K
4.64K $664K
NSC
Norfolk Southern Corp

Industrials
15
+ 0.24%
$259.49 - $300.41 $3.89K - $4.51K
6.29K $1.89M
NVT
N Vent Electric PLC

Industrials
98
+ 0.92%
$72.16 - $100.25 $7.07K - $9.82K
10.7K $1.05M
PSTG
Pure Storage, Inc.

Technology
72
+ 0.7%
$54.47 - $88.29 $3.92K - $6.36K
10.4K $872K
MO
Altria Group, Inc.

Consumer Defensive
647
+ 2.06%
$57.75 - $67.68 $37.4K - $43.8K
32K $2.12M
RGLD
Royal Gold Inc

Basic Materials
1.38K
New
$151.42 - $200.58 $208K - $276K
1.38K $275K
PNC
Pnc Financial Services Group, Inc.

Financial Services
315
+ 2.2%
$185.88 - $207.44 $58.6K - $65.3K
14.7K $2.94M
MDB
Mongo Db, Inc.

Technology
867
New
$201.0 - $334.87 $174K - $290K
867 $269K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
167
+ 0.39%
$28.71 - $37.46 $4.79K - $6.26K
42.7K $1.51M
FNV
Franco Nevada Corp

Basic Materials
1.19K
New
$154.4 - $222.91 $184K - $265K
1.19K $265K
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
2.67K
New
$94.71 - $99.8 $252K - $266K
2.67K $264K
QCOM
Qualcomm Inc

Technology
141
+ 0.42%
$145.84 - $173.55 $20.6K - $24.5K
34.1K $5.67M
MFG
Mizuho Financial Group Inc

Financial Services
2.97K
+ 1.39%
$5.42 - $6.85 $16.1K - $20.3K
217K $1.45M
STT
State Street Corp

Financial Services
290
+ 1.25%
$102.01 - $117.25 $29.6K - $34K
23.5K $2.73M
ARGX
Argenx Se

Healthcare
33
+ 2.7%
$538.64 - $768.0 $17.8K - $25.3K
1.25K $924K
MDT
Medtronic PLC

Healthcare
1.09K
+ 6.04%
$87.67 - $95.74 $95.6K - $104K
19.2K $1.82M
TME
Tencent Music Entertainment Group

Communication Services
83
+ 0.13%
$19.17 - $26.36 $1.59K - $2.19K
64.1K $1.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.39K
+ 29.48%
$97.75 - $100.75 $234K - $241K
10.5K $1.05M
PII
Polaris Inc.

Consumer Cyclical
4.28K
New
$44.87 - $59.95 $192K - $256K
4.28K $248K
HCA
Hca Healthcare, Inc.

Healthcare
70
+ 1.39%
$334.32 - $426.2 $23.4K - $29.8K
5.11K $2.18M
EFA
Ishares Tr Msci Eafe ETF

ETFs
490
+ 0.99%
$87.29 - $93.61 $42.8K - $45.9K
50.1K $4.68M
AVUV
American Centy ETF Tr Avantis

ETFs
87
+ 0.31%
$90.37 - $102.12 $7.86K - $8.88K
27.9K $2.78M
MCK
Mckesson Corp

Healthcare
30
+ 0.54%
$659.01 - $772.54 $19.8K - $23.2K
5.57K $4.3M
KGC
Kinross Gold Corp

Basic Materials
521
+ 2.1%
$15.19 - $24.85 $7.91K - $12.9K
25.3K $628K
PVAL
Putnam ETF Tr Putnam Focused L
5.65K
New
$39.93 - $42.72 $226K - $242K
5.65K $241K
DDOG
Datadog, Inc.

Technology
1.7K
New
$124.52 - $155.15 $211K - $263K
1.7K $241K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.26K
+ 1.16%
$23.82 - $25.84 $30.1K - $32.6K
111K $2.84M
JCI
Johnson Controls International PLC

Industrials
435
+ 1.0%
$103.24 - $111.73 $44.9K - $48.6K
44.1K $4.85M
GD
General Dynamics Corp

Industrials
131
+ 3.38%
$293.92 - $341.0 $38.5K - $44.7K
4.01K $1.37M
MLM
Martin Marietta Materials Inc

Basic Materials
122
+ 6.28%
$546.36 - $631.12 $66.7K - $77K
2.06K $1.3M
SRE
Sempra Energy

Utilities
1.04K
+ 10.54%
$74.14 - $89.98 $76.9K - $93.3K
10.9K $978K
AFL
Aflac Inc

Financial Services
780
+ 3.35%
$98.09 - $111.7 $76.5K - $87.1K
24K $2.69M
SPG
Simon Property Group Inc

Real Estate
340
+ 5.46%
$159.93 - $187.67 $54.4K - $63.8K
6.57K $1.23M
WEX
Wex Inc.

Technology
1.47K
New
$149.2 - $176.26 $220K - $260K
1.47K $232K
FIX
Comfort Systems Usa Inc

Industrials
280
New
$521.66 - $825.18 $146K - $231K
280 $231K
LHX
L3 Harris Technologies, Inc.

Industrials
115
+ 3.19%
$252.18 - $305.41 $29K - $35.1K
3.72K $1.13M
VDC
Vanguard Consumer Staples ETF

ETFs
1.08K
New
$212.64 - $225.25 $230K - $243K
1.08K $231K
RBLX
Roblox Corp

Communication Services
1.12K
+ 49.31%
$100.65 - $141.56 $112K - $158K
3.38K $467K
GMAB
Genmab A/S

Healthcare
7.48K
New
$20.3 - $30.67 $152K - $229K
7.48K $229K
ENIC
Enel Chile S.A.

Utilities
49.5K
+ 38.48%
$3.12 - $3.89 $155K - $193K
178K $693K
ASX
Ase Technology Holding Co., Ltd.

Technology
7.61K
+ 4.2%
$9.5 - $11.71 $72.3K - $89.1K
189K $2.09M
PKG
Packaging Corp Of America

Consumer Cyclical
1.01K
New
$191.41 - $220.25 $194K - $223K
1.01K $220K
ALK
Alaska Air Group, Inc.

Industrials
4.42K
New
$49.73 - $63.86 $220K - $282K
4.42K $219K
VB
Vanguard Small Cap ETF

ETFs
507
+ 9.78%
$237.58 - $259.17 $120K - $131K
5.69K $1.45M
FE
Firstenergy Corp

Utilities
4.7K
New
$39.76 - $45.82 $187K - $216K
4.7K $215K
Activity Summary
Buys All Purchases 524 New Holdings 43 Increased Positions 481 Sells All Sells 315 Reductions 315 Sold out 0 Options Calls 0 Puts 0
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