LN
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Laird Norton Wetherby Wealth Management, LLC13F | |
Laird Norton Wetherby Wealth Management, LLC | |
Last update 2024-08-14 | 927 Stocks (24 new) |
Value $2.12 Bil | Turnover 1 % |
Portfolio Report |
Laird Norton Wetherby Wealth M... Top Holdings of 2024-06-30
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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
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
DIS | The Walt Disney Co | 2024-06-30 | Reduce | -0.55% | 99.29 ($107.65) 122.82 | $96.13 | -10.70% | Reduce -62.38% | 56,641 | -93,938 | |
INBX | Inhibrx Inc | 2024-06-30 | Sold Out | -0.22% | 30.54 ($30.93) 31.5 | $15.70 | -49.24% | Sold Out | 0 | -131,023 | |
VT | Vanguard Total World Stock ETF | 2024-06-30 | Add | +0.11% | 104.94 ($110.27) 113.51 | $119.25 | 8.14% | Add 8.21% | 266,692 | 20,229 | |
AAPL | Apple Inc | 2024-06-30 | Reduce | -0.10% | 165 ($186.49) 216.67 | $233.78 | 25.36% | Reduce -1.75% | 716,185 | -12,738 | |
FICO | Fair Isaac Corp | 2024-06-30 | Reduce | -0.10% | 1110.85 ($1292.47) 1488.66 | $2,021.86 | 56.43% | Reduce -86.53% | 280 | -1,799 | |
VTI | Vanguard Total Stock Market ETF | 2024-06-30 | Reduce | -0.10% | 245.23 ($258.82) 269.4 | $287.08 | 10.92% | Reduce -2.38% | 332,413 | -8,118 | |
PXD | Pioneer Natural Resources Co | 2024-06-30 | Sold Out | -0.10% | 263.96 ($270.84) 275.52 | $269.62 | -0.45% | Sold Out | 0 | -7,647 | |
ANET | Arista Networks Inc | 2024-06-30 | Reduce | -0.09% | 245.47 ($297.4) 350.48 | $401.57 | 35.03% | Reduce -23.31% | 20,698 | -6,291 | |
XOM | Exxon Mobil Corp | 2024-06-30 | Add | +0.08% | 108.36 ($116.47) 122.2 | $117.28 | 0.70% | Add 24.01% | 76,686 | 14,845 | |
NVDA | NVIDIA Corp | 2024-06-30 | Reduce | -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)
Laird Norton Wetherby Wealth Management, LLC's Asset Allocation
Laird Norton Wetherby Wealth Management, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Laird Norton Wetherby Wealth Management, LLC's Hypothetical Growth since 2024-06-30
Laird Norton Wetherby Wealth Management, LLC's Yearly Returns
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Laird Norton Wetherby Wealth Management, LLC's Holdings Heat Map
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Laird Norton Wetherby Wealth Management, LLC's Holdings Bubble Chart
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