Wetherby Asset Management Inc Incresed Positions in Q2 2025

Wetherby Asset Management Inc

  • $2.19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TT
Trane Technologies PLC

Industrials
855
+ 13.5%
$315.21 - $437.41 $270K - $374K
7.19K $3.14M
VRSK
Verisk Analytics, Inc.

Industrials
968
+ 7.07%
$277.03 - $321.33 $268K - $311K
14.7K $4.57M
KO
Coca Cola CO

Consumer Defensive
626
+ 0.71%
$68.37 - $73.9 $42.8K - $46.3K
89K $6.3M
NVR
Nvr Inc

Consumer Cyclical
110
+ 407.41%
$6700.0 - $7410.93 $737K - $815K
137 $1.01M
LLY
Eli Lilly & CO

Healthcare
779
+ 3.21%
$713.71 - $898.95 $556K - $700K
25K $19.5M
ADI
Analog Devices Inc

Technology
1.88K
+ 14.37%
$164.6 - $238.02 $310K - $448K
15K $3.57M
PINS
Pinterest, Inc.

Communication Services
7.02K
+ 9.07%
$24.21 - $35.95 $170K - $252K
84.4K $3.03M
PAYX
Paychex Inc

Industrials
4.87K
+ 41.09%
$137.01 - $159.78 $668K - $779K
16.7K $2.43M
RACE
Ferrari N.V.

Consumer Cyclical
767
+ 13.18%
$397.86 - $499.02 $305K - $383K
6.59K $3.23M
ABBV
Abb Vie Inc.

Healthcare
2.22K
+ 5.24%
$170.16 - $206.27 $378K - $459K
44.7K $8.29M
GLD
Spdr Gold Trust

ETFs
1.31K
+ 25.43%
$273.71 - $316.29 $357K - $413K
6.44K $1.96M
IBN
Icici Bank LTD

Financial Services
7.38K
+ 6.06%
$30.16 - $34.39 $223K - $254K
129K $4.35M
VZ
Verizon Communications Inc

Communication Services
10.6K
+ 13.87%
$41.67 - $45.62 $441K - $483K
86.9K $3.76M
CBRE
Cbre Group, Inc.

Real Estate
3.22K
+ 11.87%
$113.94 - $140.12 $367K - $451K
30.3K $4.25M
NRG
Nrg Energy, Inc.

Utilities
664
+ 8.26%
$83.61 - $162.67 $55.5K - $108K
8.71K $1.4M
HWM
Howmet Aerospace Inc.

Industrials
20
+ 0.25%
$112.33 - $186.13 $2.25K - $3.72K
7.98K $1.48M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
747
+ 4.05%
$99.37 - $134.05 $74.2K - $100K
19.2K $2.18M
UMC
United Microelectronics Corp

Technology
35.9K
+ 12.33%
$6.12 - $8.32 $220K - $299K
327K $2.5M
TD
Toronto Dominion Bank

Financial Services
4.57K
+ 34.9%
$55.71 - $73.45 $255K - $336K
17.7K $1.3M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.51K
+ 15.73%
$201.28 - $266.34 $304K - $403K
11.1K $2.96M
ASX
Ase Technology Holding Co., Ltd.

Technology
52.1K
+ 40.38%
$7.42 - $10.65 $387K - $555K
181K $1.87M
HIG
Hartford Financial Services Group, Inc.

Financial Services
601
+ 2.13%
$109.83 - $131.67 $66K - $79.1K
28.8K $3.65M
C
Citigroup Inc

Financial Services
104
+ 0.28%
$58.13 - $85.12 $6.05K - $8.85K
37.6K $3.2M
UNM
Unum Group

Financial Services
6.22K
+ 85.03%
$70.48 - $82.91 $439K - $516K
13.5K $1.09M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.67K
+ 14.83%
$63.54 - $68.5 $297K - $320K
36.2K $2.44M
NTES
Net Ease, Inc.

Communication Services
722
+ 7.12%
$91.37 - $134.58 $66K - $97.2K
10.9K $1.46M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.08K
+ 10.71%
$151.62 - $183.47 $164K - $199K
11.2K $2.06M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
1.03K
+ 2.48%
$19.5 - $30.4 $20.1K - $31.3K
42.6K $1.25M
AWK
American Water Works Company, Inc.

Utilities
2.33K
+ 18.26%
$133.82 - $151.96 $312K - $354K
15.1K $2.1M
CUZ
Cousins Properties Inc

Real Estate
17.1K
+ 100.41%
$25.15 - $30.53 $430K - $522K
34.2K $1.03M
CCJ
Cameco Corp

Energy
1K
+ 5.47%
$36.68 - $74.46 $36.7K - $74.5K
19.3K $1.43M
ILMN
Illumina, Inc.

Healthcare
5.9K
+ 302.0%
$70.3 - $95.41 $415K - $563K
7.86K $749K
MPC
Marathon Petroleum Corp

Energy
703
+ 5.06%
$118.55 - $170.08 $83.3K - $120K
14.6K $2.42M
NEM
Newmont Corp

Basic Materials
594
+ 2.77%
$44.18 - $59.46 $26.2K - $35.3K
22.1K $1.29M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
10.8K
+ 19.08%
$11.9 - $15.57 $129K - $168K
67.5K $1.04M
ESLT
Elbit Systems LTD

Industrials
168
+ 8.02%
$364.73 - $454.9 $61.3K - $76.4K
2.26K $1.02M
XPEV
Xpeng Inc.

Consumer Cyclical
5.38K
+ 8.58%
$16.42 - $22.25 $88.4K - $120K
68.1K $1.22M
CEG
Constellation Energy Corp

Utilities
13
+ 0.27%
$170.96 - $322.76 $2.22K - $4.2K
4.76K $1.54M
OEF
Ishares S&P 100 ETF

ETFs
1.76K
+ 103.96%
N/A
3.45K $918K
WM
Waste Management Inc

Industrials
746
+ 6.8%
$216.47 - $242.1 $161K - $181K
11.7K $2.68M
IEFA
Ishares Tr

ETFs
709
+ 2.32%
$67.83 - $84.09 $48.1K - $59.6K
31.3K $2.61M
SYK
Stryker Corp

Healthcare
188
+ 1.74%
$337.37 - $395.63 $63.4K - $74.4K
11K $4.36M
AZN
Astrazeneca PLC

Healthcare
2.2K
+ 3.16%
$64.87 - $75.0 $143K - $165K
71.8K $5.02M
EBAY
Ebay Inc

Consumer Cyclical
1.84K
+ 7.3%
$59.52 - $79.36 $109K - $146K
27K $2.01M
SHOP
Shopify Inc.

Technology
2.11K
+ 9.46%
$76.89 - $115.35 $162K - $243K
24.4K $2.81M
ENB
Enbridge Inc

Energy
5.96K
+ 9.99%
$41.09 - $47.16 $245K - $281K
65.6K $2.97M
MOS
Mosaic CO

Basic Materials
7.39K
+ 54.37%
$22.76 - $36.95 $168K - $273K
21K $765K
IRTC
I Rhythm Technologies, Inc.

Healthcare
5
+ 0.07%
$96.84 - $154.71 $484 - $774
6.74K $1.04M
BCS
Barclays PLC

Financial Services
2.54K
+ 3.59%
$12.69 - $18.61 $32.2K - $47.2K
73.2K $1.36M
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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