LN

Laird Norton Wetherby Wealth Management, LLC

13F
Laird Norton Wetherby Wealth Management, LLC
Last update 2024-08-14 927 Stocks (24 new)
Value $2.12 Bil Turnover 1 %
Countries:
Top Holdings: AAPL(7.11%)MSFT(5.20%)NVDA(4.20%)VTI(4.19%)AMZN(3.33%)
Portfolio Report
Summary Stock Picks Current Portfolio
Laird Norton Wetherby Wealth M... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
716,185
150842.940
-1.75%
7.110
-0.10%
0.000
+7.24%
+21.89%
3552750.693
Hardware
MSFT 		Microsoft Corp
247,020
110405.670
+0.41%
5.200
+0.02%
0.000
+1.41%
+15.50%
3211304.804
Software
NVDA 		NVIDIA Corp
720,502
89010.780
-2.11%
4.200
-0.07%
0.000
+26.62%
+185.35%
3464862.500
Semiconductors
VTI 		Vanguard Total Stock Market ETF
332,413
88923.920
-2.38%
4.190
-0.10%
-
+6.44%
+21.02%
421434.123
 
AMZN 		Amazon.com Inc
365,059
70547.680
-0.63%
3.330
-0.02%
0.000
+4.15%
+25.58%
2002869.027
Retail - Cyclical
GOOGL 		Alphabet Inc
244,200
44481.140
-1.54%
2.100
-0.03%
0.000
+0.22%
+21.77%
2097969.139
Interactive Media
VEA 		Vanguard FTSE Developed Markets ETF
733,419
36245.540
-1.79%
1.710
-0.03%
-
+1.30%
+5.87%
138007.592
 
META 		Meta Platforms Inc
69,637
35112.200
-2.87%
1.660
-0.05%
0.000
+27.55%
+68.17%
1500889.685
Interactive Media
SPY 		S&P 500 ETF TRUST ETF
62,386
33951.590
-0.52%
1.600
-0.01%
-
+6.79%
+22.40%
603023.285
 
VT 		Vanguard Total World Stock ETF
266,692
30037.590
+8.21%
1.420
+0.11%
-
+5.17%
+15.91%
38694.690
 

Laird Norton Wetherby Wealth Management, LLC's Historical Top Holdings Breakdowns

Laird Norton Wetherby Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DIS 		The Walt Disney Co2024-06-30Reduce
-0.55%
●
99.29 ($107.65) 122.82
$96.13
-10.70%
Reduce -62.38%
56,641
-93,938
INBX Inhibrx Inc2024-06-30Sold Out
-0.22%
●
30.54 ($30.93) 31.5
$15.70
-49.24%
Sold Out
0
-131,023
VT 		Vanguard Total World Stock ETF2024-06-30Add
+0.11%
●
104.94 ($110.27) 113.51
$119.25
8.14%
Add 8.21%
266,692
20,229
AAPL 		Apple Inc2024-06-30Reduce
-0.10%
●
165 ($186.49) 216.67
$233.78
25.36%
Reduce -1.75%
716,185
-12,738
FICO 		Fair Isaac Corp2024-06-30Reduce
-0.10%
●
1110.85 ($1292.47) 1488.66
$2,021.86
56.43%
Reduce -86.53%
280
-1,799
VTI 		Vanguard Total Stock Market ETF2024-06-30Reduce
-0.10%
●
245.23 ($258.82) 269.4
$287.08
10.92%
Reduce -2.38%
332,413
-8,118
PXD Pioneer Natural Resources Co2024-06-30Sold Out
-0.10%
●
263.96 ($270.84) 275.52
$269.62
-0.45%
Sold Out
0
-7,647
ANET 		Arista Networks Inc2024-06-30Reduce
-0.09%
●
245.47 ($297.4) 350.48
$401.57
35.03%
Reduce -23.31%
20,698
-6,291
XOM 		Exxon Mobil Corp2024-06-30Add
+0.08%
●
108.36 ($116.47) 122.2
$117.28
0.70%
Add 24.01%
76,686
14,845
NVDA 		NVIDIA Corp2024-06-30Reduce
-0.07%
●
76.2 ($101.1) 135.58
$141.28
39.74%
Reduce -2.11%
720,502
-15,498

Laird Norton Wetherby Wealth Management, LLC Total Holding History ($B)

To

Laird Norton Wetherby Wealth Management, LLC's Asset Allocation

To

Laird Norton Wetherby Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Laird Norton Wetherby Wealth Management, LLC's Hypothetical Growth since 2024-06-30

Laird Norton Wetherby Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Laird Norton Wetherby Wealth Management, LLC's Holdings Heat Map

Size field:

Laird Norton Wetherby Wealth Management, LLC's Holdings Bubble Chart

Laird Norton Wetherby Wealth Management, LLC News

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