HoldingsChannel.com
Wetherby Asset Management Inc. Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
APPLE INC 148,813 +677 $28,267
     AAPL148,813+677$28,267
BERKSHIRE HATHAWAY INC DEL      $26,806
     BRK.A63UNCH$18,977
     BRK.B38,973+478$7,829
MICROSOFT CORP 202,442 -1,432 $23,876
     MSFT202,442-1,432$23,876
VANGUARD INTL EQUITY INDEX F (VT) 206,529 -3,366 $15,112
     VT206,529-3,366$15,112
VANGUARD INTL EQUITY INDEX F (VEU) 286,435 -1,057 $14,365
     VEU286,435-1,057$14,365
AMAZON COM INC 7,755 -435 $13,810
     AMZN7,755-435$13,810
SPDR S&P 500 ETF TR (SPY)      $12,316
     SPY41,001+2,723$11,582
     Call2,600+2,600$734
     Put1,100+1,100$0
ISHARES TR (IVW) 61,614 UNCH $10,620
     IVW61,614UNCH$10,620
ISHARES TR (IVE) 89,289 +2 $10,066
     IVE89,289+2$10,066
ALPHABET INC 7,900 +385 $9,297
     GOOGL7,900+385$9,297
JOHNSON & JOHNSON 61,766 +637 $8,634
     JNJ61,766+637$8,634
FACEBOOK INC 50,847 -4,048 $8,475
     FB50,847-4,048$8,475
MERCK & CO INC 97,096 +1,423 $8,076
     MRK97,096+1,423$8,076
DISNEY WALT CO 67,031 +6,257 $7,442
     DIS67,031+6,257$7,442
VISA INC 42,514 -1,884 $6,640
     V42,514-1,884$6,640
CISCO SYS INC 121,242 +4,197 $6,546
     CSCO121,242+4,197$6,546
EXXON MOBIL CORP 80,396 -3,077 $6,496
     XOM80,396-3,077$6,496
JPMORGAN CHASE & CO 63,412 +1,457 $6,419
     JPM63,412+1,457$6,419
PFIZER INC 138,528 -131 $5,883
     PFE138,528-131$5,883
PROCTER AND GAMBLE CO 51,352 -551 $5,343
     PG51,352-551$5,343
AT&T INC 168,301 -2,562 $5,278
     T168,301-2,562$5,278
INTEL CORP 95,568 -2,947 $5,132
     INTC95,568-2,947$5,132
ARISTA NETWORKS INC 16,254 -7,889 $5,111
     ANET16,254-7,889$5,111
CHEVRON CORP NEW 41,350 +2,173 $5,094
     CVX41,350+2,173$5,094
HOME DEPOT INC 26,436 +934 $5,073
     HD26,436+934$5,073
R1 RCM INC 500,000 -390 $4,835
     RCM500,000-390$4,835
JPMORGAN CHASE & CO 185,984 -21,868 $4,744
     AMJ185,984-21,868$4,744
ALPHABET INC 4,011 +226 $4,706
     GOOG4,011+226$4,706
PEPSICO INC 37,844 +177 $4,637
     PEP37,844+177$4,637
UNITEDHEALTH GROUP INC 18,522 +724 $4,580
     UNH18,522+724$4,580
ISHARES TR (SCZ) 78,091 -26,469 $4,486
     SCZ78,091-26,469$4,486
BANK AMER CORP 162,423 +11,563 $4,481
     BAC162,423+11,563$4,481
COMCAST CORP NEW 111,810 -4,800 $4,470
     CMCSA111,810-4,800$4,470
FIRST TR EXCHANGE TRADED FD (EMLP) 176,260 -505 $4,359
     EMLP176,260-505$4,359
VERIZON COMMUNICATIONS INC 72,113 +3,132 $4,264
     VZ72,113+3,132$4,264
ISHARES TR (ACWX) 92,110 -24,205 $4,262
     ACWX92,110-24,205$4,262
ISHARES TR (EEM) 94,223 -200 $4,044
     EEM94,223-200$4,044
MASTERCARD INC 17,051 +522 $4,015
     MA17,051+522$4,015
MCDONALDS CORP 20,499 -4 $3,892
     MCD20,499-4$3,892
ACCENTURE PLC IRELAND 21,556 -75 $3,794
     ACN21,556-75$3,794
ORACLE CORP 69,694 +2,285 $3,744
     ORCL69,694+2,285$3,744
COCA COLA CO 79,120 +1,232 $3,707
     KO79,120+1,232$3,707
WELLS FARGO CO NEW 76,430 +1,623 $3,693
     WFC76,430+1,623$3,693
ADOBE INC 13,828 +91 $3,685
     ADBE13,828+91$3,685
UNION PACIFIC CORP 21,720 +1,278 $3,632
     UNP21,720+1,278$3,632
ALIBABA GROUP HLDG LTD 19,857 +1,328 $3,623
     BABA19,857+1,328$3,623
BOEING CO 9,302 +39 $3,548
     BA9,302+39$3,548
TAIWAN SEMICONDUCTOR MFG LTD 85,550 -708 $3,504
     TSM85,550-708$3,504
NOVARTIS A G 35,210 +1,068 $3,385
     NVS35,210+1,068$3,385
WALMART INC 34,146 +279 $3,330
     WMT34,146+279$3,330

See Full List: All Stocks Held By Wetherby Asset Management Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wetherby Asset Management Inc.

Size ($ in 1000's)
At 03/31/2019: $802,534
At 12/31/2018: $706,977

Wetherby Asset Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wetherby Asset Management Inc. 13F filings. Link to 13F filings: SEC filings

Wetherby Asset Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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