Wetherby Asset Management Inc has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.08 Billion distributed in 1260 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $151M, Microsoft Corp with a value of $110M, Vanguard Total Stock Market Et with a value of $88.9M, Nvidia Corp with a value of $89M, and Amazon Com Inc with a value of $70.5M.
Examining the 13F form we can see an increase of $21.4M in the current position value, from $2.06B to 2.08B.
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
$2.08 Billion
Technology: $603 Million
ETFs: $374 Million
Financial Services: $207 Million
Healthcare: $196 Million
Consumer Cyclical: $178 Million
Communication Services: $157 Million
Industrials: $113 Million
Consumer Defensive: $84 Million
Other: $167 Million
Stock Holdings Table Market Cap. of $200 Billions or more