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
AEP
American Electric Power CO Inc

Utilities
579
+ 6.14%
$98.59 - $109.11 $57.1K - $63.2K
10K $1.04M
OGN
Organon & Co.

Healthcare
17.5K
New
$8.04 - $14.72 $141K - $258K
17.5K $169K
CHK
Chesapeake Energy Corp

Energy
1.96K
New
N/A
1.96K $168K
NXPI
Nxp Semiconductors N.V.

Technology
686
+ 42.37%
$153.5 - $218.72 $105K - $150K
2.31K $503K
CB
Chubb LTD

Financial Services
205
+ 2.58%
$274.32 - $302.46 $56.2K - $62K
8.16K $2.36M
AJG
Arthur J. Gallagher & Co.

Financial Services
187
+ 6.38%
$310.86 - $348.77 $58.1K - $65.2K
3.12K $997K
JBL
Jabil Inc

Technology
249
+ 16.96%
$116.88 - $218.1 $29.1K - $54.3K
1.72K $374K
KEYS
Keysight Technologies, Inc.

Technology
842
+ 11.54%
$127.02 - $165.4 $107K - $139K
8.14K $1.33M
KGC
Kinross Gold Corp

Basic Materials
274
+ 1.12%
$11.79 - $15.85 $3.23K - $4.34K
24.8K $387K
AER
Aer Cap Holdings N.V.

Industrials
938
+ 40.69%
$88.97 - $117.24 $83.5K - $110K
3.24K $379K
BNS
Bank Of Nova Scotia

Financial Services
1.84K
+ 5.23%
$44.56 - $55.27 $82.2K - $102K
37.1K $2.05M
JRS
Nuveen Real Estate Income Fund

Financial Services
22.5K
+ 105.6%
$6.92 - $8.3 $156K - $187K
43.9K $341K
TTEK
Tetra Tech Inc

Industrials
4.97K
+ 84.08%
$28.01 - $36.25 $139K - $180K
10.9K $391K
AIG
American International Group, Inc.

Financial Services
506
+ 5.75%
$77.56 - $87.72 $39.2K - $44.4K
9.31K $796K
AFL
Aflac Inc

Financial Services
1.05K
+ 4.7%
$99.77 - $112.45 $104K - $118K
23.3K $2.45M
SCD
Lmp Capital & Income Fund Inc.

Financial Services
11K
+ 93.44%
$13.57 - $16.83 $150K - $185K
22.8K $355K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
10.7K
+ 95.86%
$10.8 - $16.92 $116K - $181K
21.9K $300K
SU
Suncor Energy Inc

Energy
3.18K
+ 17.77%
$31.54 - $41.04 $100K - $130K
21K $788K
ADSK
Autodesk, Inc.

Technology
612
+ 10.48%
N/A
6.45K $1.59M
O
Realty Income Corp

Real Estate
1.48K
+ 9.88%
$52.27 - $58.52 $77.5K - $86.8K
16.5K $950K
SLF
Sun Life Financial Inc

Financial Services
33
+ 0.16%
$53.39 - $66.45 $1.76K - $2.19K
20.7K $1.38M
AIZ
Assurant, Inc.

Financial Services
922
+ 42.49%
$179.73 - $211.56 $166K - $195K
3.09K $610K
MCHP
Microchip Technology Inc

Technology
933
+ 14.72%
$35.34 - $71.6 $33K - $66.8K
7.27K $511K
CARR
Carrier Global Corp

Industrials
630
+ 3.09%
$55.55 - $75.83 $35K - $47.8K
21K $1.54M
ACWI
Ishares Msci Acwi ETF

ETFs
52
+ 0.41%
$103.59 - $128.6 $5.39K - $6.69K
12.6K $1.62M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3.93K
+ 22.65%
$32.56 - $35.71 $128K - $140K
21.3K $703K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.46K
+ 8.31%
$45.12 - $46.23 $111K - $114K
32K $1.48M
VGT
Vanguard Information Technolog

ETFs
105
+ 5.94%
$470.37 - $663.28 $49.4K - $69.6K
1.87K $1.24M
ROP
Roper Technologies Inc

Industrials
98
+ 5.26%
$519.19 - $590.78 $50.9K - $57.9K
1.96K $1.11M
IEMG
Ishares Inc

ETFs
2.65K
+ 4.69%
N/A
59.1K $3.17M
CDNS
Cadence Design Systems Inc

Technology
287
+ 4.25%
$231.64 - $323.08 $66.5K - $92.7K
7.04K $2.17M
MAR
Marriott International Inc

Consumer Cyclical
699
+ 7.53%
$211.12 - $274.14 $148K - $192K
9.99K $2.73M
ENIC
Enel Chile S.A.

Utilities
13.6K
+ 11.82%
$2.89 - $3.97 $39.3K - $54K
129K $467K
D
Dominion Energy, Inc

Utilities
1.98K
+ 23.78%
$49.66 - $58.0 $98.5K - $115K
10.3K $583K
FITB
Fifth Third Bancorp

Financial Services
3.71K
+ 22.63%
$33.32 - $41.51 $124K - $154K
20.1K $827K
SCCO
Southern Copper Corp

Basic Materials
510
+ 6.5%
$75.63 - $104.64 $38.6K - $53.4K
8.36K $845K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
79
+ 6.89%
$224.32 - $326.09 $17.7K - $25.8K
1.23K $399K
HON
Honeywell International Inc

Industrials
125
+ 0.89%
$182.86 - $232.88 $22.9K - $29.1K
14.2K $3.3M
NOC
Northrop Grumman Corp

Industrials
53
+ 1.66%
$456.3 - $540.39 $24.2K - $28.6K
3.25K $1.62M
CNXC
Concentrix Corp

Technology
411
+ 3.87%
$45.73 - $57.88 $18.8K - $23.8K
11K $583K
KSS
Kohls Corp

Consumer Cyclical
14.6K
New
$6.13 - $9.4 $89.6K - $137K
14.6K $123K
ROK
Rockwell Automation, Inc

Industrials
2
+ 0.08%
$218.97 - $332.17 $438 - $664
2.63K $872K
DG
Dollar General Corp

Consumer Defensive
173
+ 6.52%
$86.02 - $114.95 $14.9K - $19.9K
2.83K $323K
FIS
Fidelity National Information Services, Inc.

Technology
1.42K
+ 19.94%
$68.14 - $82.13 $96.7K - $117K
8.54K $694K
AMP
Ameriprise Financial Inc

Financial Services
214
+ 5.78%
$422.19 - $533.73 $90.3K - $114K
3.92K $2.09M
TWLO
Twilio Inc

Communication Services
512
+ 16.24%
$81.34 - $124.36 $41.6K - $63.7K
3.66K $455K
NUE
Nucor Corp

Basic Materials
549
+ 16.59%
$103.22 - $131.43 $56.7K - $72.2K
3.86K $499K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.27K
+ 26.38%
$59.24 - $71.39 $75.5K - $91K
6.1K $434K
PDD
Pinduoduo Inc.

Consumer Cyclical
305
+ 2.96%
$88.35 - $122.19 $26.9K - $37.3K
10.6K $1.11M
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
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