Wetherby Asset Management Inc Reduced Holdings in Q4 2024

Wetherby Asset Management Inc

  • $2.04 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-11.1K
- 4.63%
$406.35 - $454.46 $4.53M - $5.06M
230K $96.8M
LLY
Eli Lilly & CO

Healthcare
-1.6K
- 6.19%
$727.2 - $932.06 $1.16M - $1.49M
24.2K $18.7M
NVO
Novo Nordisk A S

Healthcare
-6.04K
- 5.94%
$85.0 - $120.04 $513K - $724K
95.5K $8.22M
AMD
Advanced Micro Devices Inc

Technology
-6.58K
- 12.33%
$118.88 - $172.8 $782K - $1.14M
46.8K $5.65M
IVE
Ishares S&P 500 Value ETF

ETFs
-12.4K
- 18.36%
$189.5 - $206.17 $2.34M - $2.55M
55K $10.5M
UNH
Unitedhealth Group Inc

Healthcare
-1.37K
- 5.69%
$485.52 - $625.25 $666K - $858K
22.7K $11.5M
JNJ
Johnson & Johnson

Healthcare
-5.99K
- 7.2%
$143.34 - $165.86 $858K - $993K
77.2K $11.2M
ASML
Asml Holding Nv

Technology
-848
- 7.78%
$658.43 - $872.27 $558K - $740K
10.1K $6.97M
MRK
Merck & Co., Inc.

Healthcare
-440
- 0.36%
$96.31 - $114.76 $42.4K - $50.5K
123K $12.3M
ELV
Elevance Health, Inc.

Healthcare
-1.42K
- 18.38%
$365.96 - $514.62 $520K - $731K
6.3K $2.33M
ADBE
Adobe Inc.

Technology
-1.05K
- 6.83%
$437.39 - $552.96 $457K - $578K
14.3K $6.34M
CMC
Commercial Metals CO

Basic Materials
-633
- 0.22%
$49.22 - $63.32 $31.2K - $40.1K
287K $14.2M
KO
Coca Cola CO

Consumer Defensive
-9.2K
- 9.43%
$61.74 - $71.71 $568K - $660K
88.4K $5.5M
AMAT
Applied Materials Inc

Technology
-1.94K
- 6.41%
$161.44 - $213.89 $314K - $415K
28.3K $4.61M
AZN
Astrazeneca PLC

Healthcare
-7.49K
- 9.72%
$63.2 - $79.58 $474K - $596K
69.6K $4.56M
XOM
Exxon Mobil Corp

Energy
-6.65K
- 9.07%
$105.51 - $125.37 $702K - $834K
66.7K $7.17M
AMGN
Amgen Inc

Healthcare
-1.27K
- 7.16%
$258.78 - $328.31 $328K - $416K
16.4K $4.28M
VT
Vanguard Total World Stk Index

ETFs
-6.91K
- 2.55%
$117.09 - $123.07 $809K - $850K
264K $31.1M
ABBV
Abb Vie Inc.

Healthcare
-2.57K
- 5.72%
$164.99 - $203.87 $425K - $525K
42.5K $7.54M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-840
- 9.21%
$501.29 - $612.85 $421K - $515K
8.28K $4.31M
PEP
Pepsico Inc

Consumer Defensive
-3.95K
- 10.18%
$151.29 - $176.1 $597K - $695K
34.8K $5.29M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-12K
- 30.7%
$75.65 - $83.47 $909K - $1M
27.1K $2.06M
PFE
Pfizer Inc

Healthcare
-35.1K
- 29.68%
$24.8 - $30.19 $871K - $1.06M
83.2K $2.21M
NVS
Novartis Ag

Healthcare
-2.9K
- 5.58%
$96.78 - $117.18 $281K - $340K
49.2K $4.78M
CI
Cigna Corp

Healthcare
-1.18K
- 9.75%
$265.59 - $358.58 $313K - $422K
10.9K $3.01M
QCOM
Qualcomm Inc

Technology
-3.09K
- 7.94%
$150.4 - $178.04 $465K - $550K
35.8K $5.5M
HD
Home Depot, Inc.

Consumer Cyclical
-1.5K
- 4.71%
$385.02 - $431.37 $578K - $647K
30.3K $11.8M
VZ
Verizon Communications Inc

Communication Services
-15.6K
- 16.94%
$39.6 - $45.21 $616K - $703K
76.3K $3.05M
UMC
United Microelectronics Corp

Technology
-49.2K
- 14.45%
$6.34 - $8.35 $312K - $410K
291K $1.89M
SCHW
Schwab Charles Corp

Financial Services
-23.9K
- 27.4%
$63.31 - $82.85 $1.51M - $1.98M
63.4K $4.69M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-164
- 6.59%
$701.85 - $1046.91 $115K - $172K
2.33K $1.66M
PKX
Posco Holdings Inc.

Basic Materials
-5.06K
- 21.85%
$43.3 - $69.98 $219K - $354K
18.1K $784K
NU
Nu Holdings Ltd.

Financial Services
-10.2K
- 4.61%
$10.24 - $15.89 $104K - $162K
211K $2.19M
CVX
Chevron Corp

Energy
-5.05K
- 13.58%
$141.15 - $162.53 $712K - $820K
32.1K $4.65M
AMT
American Tower Corp

Real Estate
-662
- 4.89%
$179.4 - $232.01 $119K - $154K
12.9K $2.36M
PLD
Prologis, Inc.

Real Estate
-1.46K
- 4.77%
$101.4 - $126.96 $148K - $185K
29.1K $3.08M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-918
- 0.48%
$44.04 - $49.49 $40.4K - $45.4K
190K $8.35M
NEM
Newmont Corp

Basic Materials
-7.81K
- 26.67%
$37.0 - $58.68 $289K - $458K
21.5K $799K
OMC
Omnicom Group Inc.

Communication Services
-582
- 1.47%
$85.82 - $105.47 $49.9K - $61.4K
39K $3.35M
CMCSA
Comcast Corp

Communication Services
-9.96K
- 11.97%
$37.39 - $45.14 $372K - $450K
73.2K $2.75M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.85K
- 10.89%
$59.25 - $72.99 $228K - $281K
31.5K $1.88M
MPC
Marathon Petroleum Corp

Energy
-2.37K
- 14.58%
$131.65 - $174.84 $312K - $415K
13.9K $1.94M
GE
General Electric CO

Industrials
-1.64K
- 8.44%
$159.95 - $194.23 $263K - $319K
17.8K $2.97M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.08K
- 6.1%
$244.52 - $284.07 $265K - $308K
16.7K $4.12M
ACGL
Arch Capital Group Ltd.

Financial Services
-447
- 1.36%
$88.71 - $114.86 $39.7K - $51.3K
32.5K $3M
LMT
Lockheed Martin Corp

Industrials
-290
- 5.28%
$479.66 - $614.62 $139K - $178K
5.2K $2.53M
HUM
Humana Inc

Healthcare
-1.6K
- 36.19%
$233.89 - $304.18 $373K - $485K
2.81K $713K
SNY
Sanofi

Healthcare
-3.78K
- 7.32%
$45.89 - $57.31 $174K - $217K
47.9K $2.31M
KB
Kb Financial Group Inc.

Financial Services
-6.51K
- 10.62%
$56.9 - $72.19 $370K - $470K
54.7K $3.11M
Activity Summary
Buys All Purchases 204 New Holdings 29 Increased Positions 175 Sells All Sells 604 Reductions 604 Sold out 0 Options Calls 0 Puts 0
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