Wetherby Asset Management Inc Incresed Positions in Q3 2024

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
4.66K
+ 1.75%
$107.72 - $119.96 $501K - $558K
271K $32.5M
JNJ
Johnson & Johnson

Healthcare
5.09K
+ 6.52%
$145.48 - $167.38 $741K - $853K
83.2K $13.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
85
+ 0.14%
$517.38 - $573.86 $44K - $48.8K
62.5K $35.8M
UNH
Unitedhealth Group Inc

Healthcare
6
+ 0.02%
$488.01 - $604.18 $2.93K - $3.63K
24.1K $14.1M
ACN
Accenture PLC

Technology
29
+ 0.1%
$295.44 - $355.81 $8.57K - $10.3K
29.6K $10.4M
AVGO
Broadcom Inc.

Technology
79.1K
+ 902.22%
$136.27 - $1745.86 $10.8M - $138M
87.9K $15.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.3K
+ 15.8%
$71.45 - $75.64 $804K - $851K
82.5K $6.19M
SPGI
S&P Global Inc.

Financial Services
179
+ 1.31%
$446.32 - $527.38 $79.9K - $94.4K
13.8K $7.14M
AON
Aon PLC

Financial Services
1.92K
+ 44.64%
$293.16 - $351.06 $562K - $673K
6.21K $2.15M
SNY
Sanofi

Healthcare
8.46K
+ 19.59%
$48.54 - $58.53 $411K - $495K
51.6K $2.98M
SHW
Sherwin Williams CO

Basic Materials
399
+ 5.3%
$294.65 - $384.0 $118K - $153K
7.93K $3.03M
OMC
Omnicom Group Inc.

Communication Services
1.88K
+ 5.0%
$87.69 - $103.9 $165K - $196K
39.6K $4.09M
GILD
Gilead Sciences, Inc.

Healthcare
38
+ 0.09%
$66.59 - $83.99 $2.53K - $3.19K
40.7K $3.41M
BMY
Bristol Myers Squibb CO

Healthcare
4.32K
+ 11.26%
$39.66 - $51.75 $171K - $223K
42.6K $2.21M
SONY
Sony Group Corp

Technology
1.24K
+ 2.91%
$81.61 - $98.65 $101K - $122K
43.8K $4.23M
NOW
Service Now, Inc.

Technology
14
+ 0.26%
$730.87 - $937.36 $10.2K - $13.1K
5.45K $4.88M
CRM
Salesforce, Inc.

Technology
413
+ 1.5%
$238.42 - $276.53 $98.5K - $114K
28K $7.65M
RY
Royal Bank Of Canada

Financial Services
241
+ 0.83%
$105.65 - $124.73 $25.5K - $30.1K
29.3K $3.65M
PM
Philip Morris International Inc.

Consumer Defensive
80
+ 0.29%
$101.25 - $127.45 $8.1K - $10.2K
27.3K $3.31M
TJX
Tjx Companies Inc

Consumer Cyclical
2.29K
+ 6.04%
$107.93 - $120.23 $247K - $276K
40.3K $4.74M
HIG
Hartford Financial Services Group, Inc.

Financial Services
554
+ 1.95%
$98.71 - $117.61 $54.7K - $65.2K
28.9K $3.4M
AMT
American Tower Corp

Real Estate
137
+ 1.02%
$192.27 - $242.73 $26.3K - $33.3K
13.5K $3.15M
NVS
Novartis Ag

Healthcare
709
+ 1.38%
$106.13 - $120.89 $75.2K - $85.7K
52.1K $5.99M
BK
Bank Of New York Mellon Corp

Financial Services
212
+ 0.51%
$59.54 - $72.17 $12.6K - $15.3K
41.7K $3M
MCO
Moodys Corp

Financial Services
134
+ 1.65%
$421.49 - $494.67 $56.5K - $66.3K
8.26K $3.92M
UNP
Union Pacific Corp

Industrials
115
+ 0.51%
$221.78 - $256.09 $25.5K - $29.5K
22.7K $5.6M
ENB
Enbridge Inc

Energy
3.71K
+ 6.27%
$35.27 - $41.18 $131K - $153K
62.9K $2.55M
PYPL
Pay Pal Holdings, Inc.

Financial Services
143
+ 0.66%
$57.22 - $80.08 $8.18K - $11.5K
21.7K $1.69M
PLD
Prologis, Inc.

Real Estate
91
+ 0.3%
$111.95 - $132.43 $10.2K - $12.1K
30.6K $3.86M
TT
Trane Technologies PLC

Industrials
57
+ 0.88%
$314.21 - $388.71 $17.9K - $22.2K
6.51K $2.53M
XPEV
Xpeng Inc.

Consumer Cyclical
15.2K
+ 36.55%
$6.63 - $12.72 $101K - $194K
57K $693K
CARR
Carrier Global Corp

Industrials
220
+ 1.03%
$61.9 - $80.88 $13.6K - $17.8K
21.5K $1.73M
DAR
Darling Ingredients Inc.

Consumer Defensive
10.1K
+ 75.21%
$33.99 - $41.78 $343K - $421K
23.5K $872K
NU
Nu Holdings Ltd.

Financial Services
16.3K
+ 7.96%
$10.71 - $15.14 $175K - $247K
221K $3.02M
VZ
Verizon Communications Inc

Communication Services
1.02K
+ 1.12%
$38.89 - $45.0 $39.5K - $45.7K
91.8K $4.12M
PHG
Koninklijke Philips Nv

Healthcare
597
+ 1.28%
$25.08 - $32.73 $15K - $19.5K
47.4K $1.55M
NEM
Newmont Corp

Basic Materials
763
+ 2.68%
$41.65 - $55.85 $31.8K - $42.6K
29.3K $1.56M
CMI
Cummins Inc

Industrials
93
+ 1.27%
$266.63 - $326.4 $24.8K - $30.4K
7.42K $2.4M
IVV
Ishares Core S&P 500 ETF

ETFs
417
+ 9.51%
$520.18 - $576.82 $217K - $241K
4.8K $2.77M
EQIX
Equinix Inc

Real Estate
33
+ 1.3%
$749.0 - $890.01 $24.7K - $29.4K
2.58K $2.29M
SHOP
Shopify Inc.

Technology
196
+ 0.81%
$52.26 - $80.75 $10.2K - $15.8K
24.5K $1.96M
KKR
Kkr & Co. Inc.

Financial Services
265
+ 2.09%
$104.51 - $133.23 $27.7K - $35.3K
13K $1.69M
NOC
Northrop Grumman Corp

Industrials
78
+ 2.37%
$423.73 - $533.14 $33.1K - $41.6K
3.37K $1.78M
ETN
Eaton Corp PLC

Industrials
306
+ 2.28%
$272.52 - $333.02 $83.4K - $102K
13.7K $4.55M
BNS
Bank Of Nova Scotia

Financial Services
474
+ 1.39%
$44.71 - $54.78 $21.2K - $26K
34.5K $1.88M
KBH
Kb Home

Consumer Cyclical
1.04K
+ 7.01%
$65.35 - $89.63 $68.2K - $93.6K
15.9K $1.37M
HSY
Hershey CO

Consumer Defensive
1.35K
+ 17.86%
$182.45 - $203.25 $246K - $275K
8.92K $1.71M
GWW
W.W. Grainger, Inc.

Industrials
10
+ 0.45%
$896.19 - $1044.18 $8.96K - $10.4K
2.25K $2.34M
LI
Li Auto Inc.

Consumer Cyclical
6.43K
+ 35.3%
$17.8 - $25.78 $114K - $166K
24.6K $631K
Activity Summary
Buys All Purchases 305 New Holdings 40 Increased Positions 265 Sells All Sells 528 Reductions 528 Sold out 0 Options Calls 1 Puts 0
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