Wetherby Asset Management Inc has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.13 Billion distributed in 1263 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $165M, Microsoft Corp with a value of $104M, Vanguard Total Stock Market Et with a value of $90.3M, Nvidia Corp with a value of $88.2M, and Amazon Com Inc with a value of $64.8M.
Examining the 13F form we can see an increase of $53.9M in the current position value, from $2.08B to 2.13B.
Wetherby Asset Management Inc is based out at San Francisco, CA
Below you can find more details about Wetherby Asset Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$2.13 Billion
Technology: $600 Million
ETFs: $392 Million
Financial Services: $224 Million
Healthcare: $200 Million
Consumer Cyclical: $180 Million
Communication Services: $156 Million
Industrials: $121 Million
Consumer Defensive: $87.2 Million
Other: $174 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
