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Asset Manager ← All Institutions

Laird Norton Wetherby Wealth Management, LLC

Q1 2025 · Filed 2025-02-14
Market Value
$0
-100.0%
Holdings
881
-55
New Purchases
0
Added To
0
Closed
881
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 77 $0 0%
Large Cap 629 $0 0%
Mid Cap 131 $0 0%
Small Cap 33 $0 0%
Micro Cap 11 $0 0%

Portfolio Analytics

Avg Market Cap
$109.9B
Median Market Cap
$33.1B
Avg P/E
30.7
Median P/E
21.9
Avg Dividend Yield
0.02%
Avg Beta
0.90
# Stocks
732
# ETFs / Funds
149

Top Holdings (881 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ATR —% -$586K -3,727 -100.0% SOLD
2 ABT —% -$6M -55,488 -100.0% SOLD
3 T —% -$3M -123,739 -100.0% SOLD
4 YUM —% -$1M -7,481 -100.0% SOLD
5 AVB —% -$817K -3,714 -100.0% SOLD
6 BDX —% -$1M -5,354 -100.0% SOLD
7 FMX —% -$213K -2,494 -100.0% SOLD
8 NVT —% -$735K -10,784 -100.0% SOLD
9 EXR —% -$200K -1,337 -100.0% SOLD
10 EXPD —% -$571K -5,156 -100.0% SOLD
11 ALB —% -$323K -3,748 -100.0% SOLD
12 AMP —% -$2M -3,705 -100.0% SOLD
13 EMN —% -$301K -3,292 -100.0% SOLD
14 PB —% -$231K -3,069 -100.0% SOLD
15 GLW —% -$1M -21,232 -100.0% SOLD
16 ARW —% -$272K -2,403 -100.0% SOLD
17 WDI —% -$162K -11,400 -100.0% SOLD
18 CB —% -$2M -7,952 -100.0% SOLD
19 DIS —% -$6M -51,754 -100.0% SOLD
20 CVX —% -$5M -32,097 -100.0% SOLD
21 TMHC —% -$373K -6,100 -100.0% SOLD
22 ED —% -$347K -3,890 -100.0% SOLD
23 LYV —% -$253K -1,952 -100.0% SOLD
24 AIZ —% -$463K -2,170 -100.0% SOLD
25 ASX —% -$1M -129,026 -100.0% SOLD
26 AA —% -$350K -9,254 -100.0% SOLD
27 DECK —% -$510K -2,510 -100.0% SOLD
28 FDX —% -$1M -5,078 -100.0% SOLD
29 ACRE —% -$184K -31,200 -100.0% SOLD
30 EMD —% -$172K -17,892 -100.0% SOLD
31 ALL —% -$2M -9,521 -100.0% SOLD
32 OC —% -$2M -9,221 -100.0% SOLD
33 JHG —% -$204K -4,792 -100.0% SOLD
34 UBER —% -$1M -23,775 -100.0% SOLD
35 HMC —% -$413K -14,456 -100.0% SOLD
36 CVS —% -$618K -13,774 -100.0% SOLD
37 HPE —% -$1M -50,875 -100.0% SOLD
38 AME —% -$1M -6,503 -100.0% SOLD
39 ACN —% -$10M -29,020 -100.0% SOLD
40 NOW —% -$6M -5,539 -100.0% SOLD
41 WY —% -$255K -9,055 -100.0% SOLD
42 ADX —% -$246K -12,203 -100.0% SOLD
43 LHX —% -$774K -3,682 -100.0% SOLD
44 AEM —% -$543K -6,944 -100.0% SOLD
45 BMY —% -$3M -44,911 -100.0% SOLD
46 XOM —% -$7M -66,653 -100.0% SOLD
47 NOK —% -$791K -178,591 -100.0% SOLD
48 BBVA —% -$551K -56,645 -100.0% SOLD
49 CFG —% -$259K -5,920 -100.0% SOLD
50 NEE —% -$3M -36,011 -100.0% SOLD
51 RELX —% -$3M -65,960 -100.0% SOLD
52 CMG —% -$2M -25,233 -100.0% SOLD
53 HWM —% -$870K -7,956 -100.0% SOLD
54 PSX —% -$1M -11,428 -100.0% SOLD
55 ZTS —% -$2M -9,351 -100.0% SOLD
56 THG —% -$205K -1,324 -100.0% SOLD
57 AIG —% -$641K -8,799 -100.0% SOLD
58 D —% -$449K -8,343 -100.0% SOLD
59 DLR —% -$2M -9,502 -100.0% SOLD
60 BN —% -$2M -32,472 -100.0% SOLD
61 IQV —% -$392K -1,995 -100.0% SOLD
62 HLT —% -$2M -9,612 -100.0% SOLD
63 TME —% -$742K -65,349 -100.0% SOLD
64 WST —% -$1M -3,135 -100.0% SOLD
65 KEYS —% -$1M -7,295 -100.0% SOLD
66 SE —% -$687K -6,472 -100.0% SOLD
67 APD —% -$2M -6,266 -100.0% SOLD
68 AXTA —% -$676K -19,757 -100.0% SOLD
69 ZBH —% -$414K -3,920 -100.0% SOLD
70 CX —% -$382K -67,730 -100.0% SOLD
71 TRGP —% -$2M -11,290 -100.0% SOLD
72 REXR —% -$248K -6,419 -100.0% SOLD
73 AON —% -$2M -6,088 -100.0% SOLD
74 HUBS —% -$334K -480 -100.0% SOLD
75 RC —% -$88K -12,858 -100.0% SOLD
76 ICE —% -$2M -10,117 -100.0% SOLD
77 CARR —% -$1M -20,358 -100.0% SOLD
78 BAP —% -$371K -2,024 -100.0% SOLD
79 STLA —% -$624K -47,853 -100.0% SOLD
80 LYB —% -$219K -2,945 -100.0% SOLD
81 VICI —% -$231K -7,922 -100.0% SOLD
82 ANET —% -$8M -68,722 -100.0% SOLD
83 VOYA —% -$243K -3,534 -100.0% SOLD
84 GE —% -$3M -17,815 -100.0% SOLD
85 THQ —% -$227K -12,050 -100.0% SOLD
86 MUSA —% -$278K -554 -100.0% SOLD
87 FMC —% -$729K -15,003 -100.0% SOLD
88 AMT —% -$2M -12,885 -100.0% SOLD
89 WES —% -$294K -7,650 -100.0% SOLD
90 TWLO —% -$341K -3,152 -100.0% SOLD
91 AFL —% -$2M -22,220 -100.0% SOLD
92 CVE —% -$1M -87,085 -100.0% SOLD
93 ICL —% -$316K -63,737 -100.0% SOLD
94 GIB —% -$651K -5,953 -100.0% SOLD
95 NXDR —% -$253K -106,577 -100.0% SOLD
96 SPOT —% -$833K -1,863 -100.0% SOLD
97 AYI —% -$385K -1,317 -100.0% SOLD
98 ALK —% -$268K -4,140 -100.0% SOLD
99 AVY —% -$576K -3,080 -100.0% SOLD
100 MS —% -$4M -30,851 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
AME —%
ABT —%
T —%
YUM —%
AVB —%
BDX —%
FMX —%
NVT —%
EXR —%
EXPD —%
ALB —%
AMP —%
ACN —%
ATR —%
GLW —%
View SEC EDGAR Filings for Laird Norton Wetherby Wealth Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms