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
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
150
+ 0.6%
$81.84 - $93.53 $12.3K - $14K
25.2K $2.33M
WELL
Welltower Inc.

Real Estate
1.45K
+ 21.73%
$136.49 - $155.22 $198K - $226K
8.14K $1.25M
ISRG
Intuitive Surgical Inc

Healthcare
515
+ 8.84%
$451.58 - $565.94 $233K - $291K
6.34K $3.45M
KBH
Kb Home

Consumer Cyclical
11.6K
+ 70.34%
$50.15 - $58.93 $580K - $681K
28K $1.48M
MSTR
Microstrategy Inc

Technology
586
+ 40.39%
$237.95 - $421.61 $139K - $247K
2.04K $823K
MET
Metlife Inc

Financial Services
5.22K
+ 36.41%
$68.42 - $82.49 $357K - $430K
19.5K $1.57M
RY
Royal Bank Of Canada

Financial Services
614
+ 2.2%
$108.36 - $131.55 $66.5K - $80.8K
28.6K $3.76M
LYG
Lloyds Banking Group PLC

Financial Services
15.1K
+ 7.15%
$3.32 - $4.29 $50.1K - $64.8K
226K $961K
RSG
Republic Services, Inc.

Industrials
13
+ 0.16%
$227.2 - $258.07 $2.95K - $3.35K
8.36K $2.06M
MCO
Moodys Corp

Financial Services
297
+ 3.6%
$396.7 - $501.59 $118K - $149K
8.55K $4.29M
AXON
Axon Enterprise, Inc.

Industrials
190
+ 20.52%
$497.13 - $827.94 $94.5K - $157K
1.12K $923K
ED
Consolidated Edison Inc

Utilities
3.25K
+ 83.62%
$98.05 - $113.3 $319K - $369K
7.14K $716K
BXP
Boston Properties Inc

Real Estate
5.82K
+ 129.83%
$56.86 - $74.12 $331K - $431K
10.3K $695K
IWV
Ishares Russell 3000 ETF

ETFs
12
+ 0.06%
$281.67 - $351.0 $3.38K - $4.21K
21K $7.38M
TRV
Travelers Companies, Inc.

Financial Services
384
+ 4.23%
$233.83 - $276.34 $89.8K - $106K
9.47K $2.53M
EQT
Eqt Corp

Energy
994
+ 4.25%
$46.11 - $60.44 $45.8K - $60.1K
24.4K $1.42M
SHW
Sherwin Williams CO

Basic Materials
921
+ 11.81%
$313.51 - $363.51 $289K - $335K
8.72K $2.99M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
3.61K
+ 2.47%
$10.79 - $14.14 $38.9K - $51K
150K $2.05M
BA
Boeing CO

Industrials
360
+ 4.54%
$136.59 - $217.51 $49.2K - $78.3K
8.29K $1.74M
AEM
Agnico Eagle Mines LTD

Basic Materials
375
+ 5.4%
$99.48 - $124.46 $37.3K - $46.7K
7.32K $870K
CAH
Cardinal Health Inc

Healthcare
333
+ 6.14%
$125.0 - $168.0 $41.6K - $55.9K
5.75K $966K
MELI
Mercadolibre Inc

Consumer Cyclical
53
+ 26.37%
$1794.73 - $2613.63 $95.1K - $139K
254 $663K
DELL
Dell Technologies Inc.

Technology
1.55K
+ 8.66%
$71.63 - $125.98 $111K - $195K
19.5K $2.38M
FLEX
Flex Ltd.

Technology
3.84K
+ 36.89%
$26.68 - $50.09 $102K - $192K
14.2K $710K
MLM
Martin Marietta Materials Inc

Basic Materials
472
+ 32.11%
$452.51 - $568.19 $214K - $268K
1.94K $1.07M
TTWO
Take Two Interactive Software Inc

Communication Services
247
+ 5.95%
$194.58 - $243.05 $48.1K - $60K
4.4K $1.07M
NOK
Nokia Corp

Technology
31.4K
+ 17.58%
$4.65 - $5.43 $146K - $170K
210K $1.09M
CME
Cme Group Inc.

Financial Services
238
+ 4.51%
$252.37 - $290.71 $60.1K - $69.2K
5.52K $1.52M
TMUS
T Mobile Us, Inc.

Communication Services
278
+ 2.18%
$220.99 - $268.54 $61.4K - $74.7K
13K $3.1M
FAST
Fastenal CO

Industrials
17.9K
+ 115.64%
$40.65 - $83.16 $729K - $1.49M
33.4K $1.4M
OKTA
Okta, Inc.

Technology
688
+ 6.63%
$91.24 - $127.3 $62.8K - $87.6K
11.1K $1.11M
COIN
Coinbase Global, Inc.

Technology
78
+ 3.06%
$151.47 - $375.07 $11.8K - $29.3K
2.63K $920K
HLN
Haleon PLC

Healthcare
23.5K
+ 48.21%
$9.27 - $11.41 $217K - $268K
72.1K $747K
IEX
Idex Corp

Industrials
2K
+ 93.98%
$160.66 - $191.29 $321K - $382K
4.13K $724K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
90
+ 1.61%
$421.16 - $509.5 $37.9K - $45.9K
5.67K $2.53M
GD
General Dynamics Corp

Industrials
622
+ 19.09%
$247.68 - $291.66 $154K - $181K
3.88K $1.13M
NGG
National Grid PLC

Utilities
1.43K
+ 12.84%
$62.74 - $74.79 $89.7K - $107K
12.6K $934K
CM
Canadian Imperial Bank Of Commerce

Financial Services
2.49K
+ 19.75%
$54.6 - $70.83 $136K - $177K
15.1K $1.07M
FTNT
Fortinet, Inc.

Technology
1.12K
+ 8.33%
$84.71 - $108.69 $95K - $122K
14.6K $1.54M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.12K
+ 11.0%
$58.52 - $71.7 $65.8K - $80.6K
11.3K $779K
CTVA
Corteva, Inc.

Basic Materials
855
+ 7.42%
$55.52 - $74.53 $47.5K - $63.7K
12.4K $922K
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.54K
+ 25.36%
$52.31 - $63.72 $237K - $289K
22.4K $1.43M
VV
Vanguard Large Cap ETF

ETFs
590
+ 9.79%
$228.25 - $285.3 $135K - $168K
6.62K $1.89M
MUB
Ishares National Muni Bond ETF

ETFs
2.61K
+ 46.15%
$102.31 - $105.8 $267K - $276K
8.26K $863K
URI
United Rentals, Inc.

Industrials
231
+ 13.25%
$551.94 - $753.4 $127K - $174K
1.97K $1.49M
GWW
W.W. Grainger, Inc.

Industrials
279
+ 12.58%
$919.93 - $1101.66 $257K - $307K
2.5K $2.6M
ARW
Arrow Electronics Inc

Technology
1.76K
+ 73.28%
$90.32 - $128.28 $159K - $226K
4.16K $530K
IR
Ingersoll Rand Inc.

Industrials
3.51K
+ 50.91%
$66.75 - $84.94 $234K - $298K
10.4K $865K
MO
Altria Group, Inc.

Consumer Defensive
810
+ 2.65%
$55.56 - $60.91 $45K - $49.3K
31.4K $1.84M
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
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email