HoldingsChannel.com
Wetherby Asset Management Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
APPLE INC 156,264 +1,352 $34,999
     AAPL156,264+1,352$34,999
MICROSOFT CORP 214,406 +2,040 $29,808
     MSFT214,406+2,040$29,808
BERKSHIRE HATHAWAY INC DEL      $28,069
     BRK.A63UNCH$19,645
     BRK.B40,497+252$8,424
SPDR S&P 500 ETF TR (SPY)      $20,152
     SPY65,304+830$19,380
     Call2,600UNCH$772
AT&T INC 504,052 +380 $19,074
     T504,052+380$19,074
VANGUARD INTL EQUITY INDEX F (VT) 228,266 +4,912 $17,079
     VT228,266+4,912$17,079
AMAZON COM INC 8,590 +117 $14,912
     AMZN8,590+117$14,912
VANGUARD INDEX FDS (VTI) 88,266 +73,903 $13,328
     VTI88,266+73,903$13,328
VANGUARD INTL EQUITY INDEX F (VEU) 255,570 +1,470 $12,753
     VEU255,570+1,470$12,753
ALPHABET INC 9,217 +612 $11,255
     GOOGL9,217+612$11,255
ISHARES TR (IVW) 61,614 UNCH $11,092
     IVW61,614UNCH$11,092
ISHARES TR (IVE) 88,029 UNCH $10,488
     IVE88,029UNCH$10,488
FACEBOOK INC 53,916 +2,043 $9,601
     FB53,916+2,043$9,601
VANGUARD TAX MANAGED INTL FD (VEA) 228,952 +204,620 $9,405
     VEA228,952+204,620$9,405
DISNEY WALT CO 66,401 +281 $8,654
     DIS66,401+281$8,654
VISA INC 48,626 +1,650 $8,365
     V48,626+1,650$8,365
MERCK & CO INC 99,318 +1,175 $8,361
     MRK99,318+1,175$8,361
JOHNSON & JOHNSON 63,765 -702 $8,250
     JNJ63,765-702$8,250
JPMORGAN CHASE & CO 66,411 +533 $7,816
     JPM66,411+533$7,816
PROCTER & GAMBLE CO 52,128 +442 $6,484
     PG52,128+442$6,484
HOME DEPOT INC 27,522 +1,406 $6,385
     HD27,522+1,406$6,385
CHEVRON CORP NEW 52,736 +454 $6,254
     CVX52,736+454$6,254
CISCO SYS INC 121,084 -1,467 $5,983
     CSCO121,084-1,467$5,983
LIBERTY MEDIA CORP DELAWARE 132,227 -853 $5,548
     LSXMK132,227-853$5,548
JPMORGAN CHASE & CO 230,517 -1,015 $5,364
     AMJ230,517-1,015$5,364
PEPSICO INC 39,048 +59 $5,354
     PEP39,048+59$5,354
COMCAST CORP NEW 111,422 -62,138 $5,023
     CMCSA111,422-62,138$5,023
EXXON MOBIL CORP 69,175 -13,186 $4,884
     XOM69,175-13,186$4,884
MASTERCARD INC 17,967 +877 $4,880
     MA17,967+877$4,880
BANK AMER CORP 165,930 +3,755 $4,840
     BAC165,930+3,755$4,840
ALPHABET INC 3,888 -124 $4,739
     GOOG3,888-124$4,739
INTEL CORP 90,727 +2,890 $4,676
     INTC90,727+2,890$4,676
VERIZON COMMUNICATIONS INC 77,309 +2,534 $4,666
     VZ77,309+2,534$4,666
UNITEDHEALTH GROUP INC 21,399 -578 $4,650
     UNH21,399-578$4,650
PFIZER INC 128,274 -14,928 $4,609
     PFE128,274-14,928$4,609
ADOBE INC 16,554 +265 $4,573
     ADBE16,554+265$4,573
MCDONALDS CORP 21,181 +272 $4,548
     MCD21,181+272$4,548
FIRST TR EXCHANGE TRADED FD (EMLP) 177,626 +1,271 $4,545
     EMLP177,626+1,271$4,545
COCA COLA CO 83,464 +2,114 $4,544
     KO83,464+2,114$4,544
TAIWAN SEMICONDUCTOR MFG LTD 97,258 +8,631 $4,520
     TSM97,258+8,631$4,520
ACCENTURE PLC IRELAND 22,655 +653 $4,358
     ACN22,655+653$4,358
LIBERTY BROADBAND CORP 40,692 -7,751 $4,259
     LBRDK40,692-7,751$4,259
ISHARES TR (SCZ) 74,351 UNCH $4,255
     SCZ74,351UNCH$4,255
ISHARES TR (ACWX) 91,161 UNCH $4,198
     ACWX91,161UNCH$4,198
WALMART INC 35,304 +321 $4,190
     WMT35,304+321$4,190
BOEING CO 10,933 +211 $4,160
     BA10,933+211$4,160
ISHARES TR (EEM) 95,609 +1,610 $3,908
     EEM95,609+1,610$3,908
ARISTA NETWORKS INC 16,307 -24 $3,896
     ANET16,307-24$3,896
WELLS FARGO CO NEW 75,267 +1,949 $3,797
     WFC75,267+1,949$3,797
ALIBABA GROUP HLDG LTD 22,660 +2,323 $3,789
     BABA22,660+2,323$3,789

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 09/30/2019: $957,821
At 06/30/2019: $913,526

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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