Wetherby Asset Management Inc Incresed Positions in Q3 2025

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
7.92K
+ 1.14%
$153.3 - $186.58 $1.21M - $1.48M
702K $131M
GOOGL
Alphabet Inc.

Communication Services
89
+ 0.04%
$174.36 - $254.72 $15.5K - $22.7K
230K $56M
MSFT
Microsoft Corp

Technology
13K
+ 5.55%
$491.09 - $535.64 $6.4M - $6.98M
248K $128M
TSLA
Tesla, Inc.

Consumer Cyclical
1.81K
+ 3.39%
$293.94 - $444.72 $531K - $804K
55.1K $24.5M
GOOG
Alphabet Inc.

Communication Services
5.43K
+ 6.25%
$175.16 - $255.24 $950K - $1.38M
92.2K $22.5M
AVGO
Broadcom Inc.

Technology
4.35K
+ 4.78%
$264.74 - $369.57 $1.15M - $1.61M
95.2K $31.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
469
+ 0.44%
$224.68 - $282.71 $105K - $133K
107K $29.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.92K
+ 4.79%
$617.65 - $666.84 $1.81M - $1.95M
63.9K $42.6M
ORCL
Oracle Corp

Technology
1.97K
+ 3.5%
$218.96 - $328.33 $432K - $648K
58.4K $16.4M
SNX
Td Synnex Corp

Technology
23.6K
+ 1145.27%
$135.82 - $166.01 $3.21M - $3.92M
25.7K $4.2M
VEA
Vanguard Ftse Developed Market

ETFs
3.28K
+ 0.45%
$56.02 - $60.3 $184K - $198K
728K $43.6M
ABBV
Abb Vie Inc.

Healthcare
199
+ 0.45%
$184.85 - $231.54 $36.8K - $46.1K
44.9K $10.4M
PLTR
Palantir Technologies Inc.

Technology
2.93K
+ 12.48%
$130.68 - $186.97 $383K - $548K
26.4K $4.82M
APP
App Lovin Corp

Technology
453
+ 13.44%
$335.1 - $718.54 $152K - $325K
3.82K $2.75M
IGF
Ishares Global Infrastructure

ETFs
21.2K
+ 15.17%
$58.29 - $61.43 $1.24M - $1.3M
161K $9.85M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.56K
+ 11.9%
$339.37 - $366.46 $870K - $940K
24.1K $8.81M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
934
+ 4.87%
$103.83 - $179.9 $97K - $168K
20.1K $3.6M
CVX
Chevron Corp

Energy
6.81K
+ 24.01%
$145.57 - $161.83 $991K - $1.1M
35.2K $5.46M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
755
+ 3.73%
$567.77 - $614.76 $429K - $464K
21K $12.8M
CAT
Caterpillar Inc

Industrials
420
+ 3.77%
$390.92 - $477.15 $164K - $200K
11.6K $5.52M
GS
Goldman Sachs Group Inc

Financial Services
115
+ 0.96%
$696.56 - $806.32 $80.1K - $92.7K
12.1K $9.65M
MU
Micron Technology Inc

Technology
498
+ 2.1%
$104.88 - $168.89 $52.2K - $84.1K
24.2K $4.05M
IVE
Ishares S&P 500 Value ETF

ETFs
2.36K
+ 4.31%
$194.44 - $206.51 $458K - $487K
57K $11.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.84K
+ 0.98%
$49.43 - $54.52 $90.8K - $100K
188K $10.2M
SAN
Banco Santander, S.A.

Financial Services
11K
+ 2.81%
$8.27 - $10.48 $90.8K - $115K
402K $4.21M
UBS
Ubs Group Ag

Financial Services
747
+ 0.58%
$33.77 - $42.38 $25.2K - $31.7K
130K $5.34M
UNH
Unitedhealth Group Inc

Healthcare
750
+ 3.57%
$237.77 - $353.61 $178K - $265K
21.8K $7.52M
GE
General Electric CO

Industrials
384
+ 2.02%
$244.75 - $305.63 $94K - $117K
19.4K $5.82M
RTX
Raytheon Technologies Corp

Industrials
1.72K
+ 5.73%
$144.19 - $167.33 $248K - $287K
31.7K $5.3M
BK
Bank Of New York Mellon Corp

Financial Services
1.29K
+ 3.04%
$90.65 - $109.75 $117K - $141K
43.7K $4.76M
XLE
Energy Sector Spdr

ETFs
9.33K
+ 180.72%
$84.25 - $91.99 $786K - $859K
14.5K $1.3M
GLD
Spdr Gold Trust

ETFs
1.47K
+ 22.89%
$300.96 - $355.47 $443K - $524K
7.91K $2.81M
MS
Morgan Stanley

Financial Services
1.04K
+ 2.78%
$139.09 - $161.16 $145K - $168K
38.7K $6.14M
BAC
Bank Of America Corp

Financial Services
1.27K
+ 0.71%
$44.92 - $52.42 $57.1K - $66.7K
180K $9.27M
AZN
Astrazeneca PLC

Healthcare
4.33K
+ 6.04%
$68.72 - $82.11 $298K - $356K
76.1K $5.84M
GFI
Gold Fields LTD

Basic Materials
1.98K
+ 4.99%
$23.36 - $42.3 $46.2K - $83.7K
41.6K $1.75M
C
Citigroup Inc

Financial Services
1.89K
+ 5.02%
$85.57 - $103.49 $162K - $195K
39.5K $4.01M
TJX
Tjx Companies Inc

Consumer Cyclical
189
+ 0.51%
$121.35 - $144.54 $22.9K - $27.3K
37.2K $5.38M
LOW
Lowes Companies Inc

Consumer Cyclical
1.15K
+ 7.05%
$215.01 - $273.02 $247K - $314K
17.5K $4.39M
KLAC
Kla Corp

Technology
72
+ 1.94%
$843.9 - $1078.6 $60.8K - $77.7K
3.79K $4.09M
ING
Ing Groep Nv

Financial Services
1.64K
+ 0.97%
$22.0 - $26.08 $36.1K - $42.8K
171K $4.47M
TMO
Thermo Fisher Scientific Inc.

Healthcare
162
+ 2.01%
$404.94 - $499.99 $65.6K - $81K
8.21K $3.98M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
795
+ 10.42%
$567.09 - $607.37 $451K - $483K
8.43K $5.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
664
+ 11.11%
$546.99 - $602.2 $363K - $400K
6.64K $3.99M
WMT
Walmart Inc.

Consumer Defensive
774
+ 0.67%
$94.4 - $104.27 $73.1K - $80.7K
116K $11.9M
NEM
Newmont Corp

Basic Materials
1.21K
+ 5.46%
$57.35 - $85.25 $69.1K - $103K
23.3K $1.96M
GLW
Corning Inc

Technology
754
+ 3.77%
$51.6 - $82.03 $38.9K - $61.9K
20.7K $1.7M
HSBC
Hsbc Holdings PLC

Financial Services
599
+ 1.01%
$60.27 - $70.98 $36.1K - $42.5K
60.1K $4.26M
XYL
Xylem Inc.

Industrials
1.24K
+ 4.96%
$129.67 - $147.5 $160K - $182K
26.2K $3.86M
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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