Wetherby Asset Management Inc has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.04 Billion distributed in 1230 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $166M, Microsoft Corp with a value of $96.8M, Vanguard Total Stock Market Et with a value of $91.3M, Nvidia Corp with a value of $91M, and Amazon Com Inc with a value of $71.5M.
Examining the 13F form we can see an decrease of $92.4M in the current position value, from $2.13B to 2.04B.
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
$2.04 Billion
Technology: $581 Million
ETFs: $383 Million
Financial Services: $219 Million
Consumer Cyclical: $187 Million
Healthcare: $168 Million
Communication Services: $160 Million
Industrials: $114 Million
Consumer Defensive: $79.1 Million
Other: $150 Million
Stock Holdings Table Market Cap. of $200 Billions or more
