HoldingsChannel.com
Wetherby Asset Management Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC 153,313 -2,951 $45,020
     AAPL153,313-2,951$45,020
MICROSOFT CORP 210,141 -4,265 $33,139
     MSFT210,141-4,265$33,139
BERKSHIRE HATHAWAY INC DEL      $29,983
     BRK.A63UNCH$21,394
     BRK.B37,921-2,576$8,589
VANGUARD INDEX FDS (VTI) 132,755 +44,489 $21,721
     VTI132,755+44,489$21,721
SPDR S&P 500 ETF TR (SPY)      $21,490
     SPY64,169-1,135$20,653
     Call2,600UNCH$837
AT&T INC 493,707 -10,345 $19,294
     T493,707-10,345$19,294
VANGUARD INTL EQUITY INDEX F (VT) 205,530 -22,736 $16,646
     VT205,530-22,736$16,646
AMAZON COM INC 8,362 -228 $15,452
     AMZN8,362-228$15,452
VANGUARD TAX MANAGED INTL FD (VEA) 299,887 +70,935 $13,213
     VEA299,887+70,935$13,213
ALPHABET INC 9,071 -146 $12,150
     GOOGL9,071-146$12,150
ISHARES TR (IVW) 61,614 UNCH $11,931
     IVW61,614UNCH$11,931
ISHARES TR (IVE) 88,029 UNCH $11,452
     IVE88,029UNCH$11,452
FACEBOOK INC 53,964 +48 $11,076
     FB53,964+48$11,076
VANGUARD INTL EQUITY INDEX F (VEU) 199,985 -55,585 $10,749
     VEU199,985-55,585$10,749
DISNEY WALT CO 65,698 -703 $9,502
     DIS65,698-703$9,502
JPMORGAN CHASE & CO 66,109 -302 $9,216
     JPM66,109-302$9,216
VISA INC 48,352 -274 $9,085
     V48,352-274$9,085
JOHNSON & JOHNSON 61,878 -1,887 $9,026
     JNJ61,878-1,887$9,026
LIBERTY MEDIA CORP DELAWARE 132,133 -94 $6,361
     LSXMK132,133-94$6,361
CHEVRON CORP NEW 51,605 -1,131 $6,219
     CVX51,605-1,131$6,219
PROCTER & GAMBLE CO 49,527 -2,601 $6,186
     PG49,527-2,601$6,186
BANK AMER CORP 170,078 +4,148 $5,990
     BAC170,078+4,148$5,990
UNITEDHEALTH GROUP INC 19,654 -1,745 $5,778
     UNH19,654-1,745$5,778
HOME DEPOT INC 26,148 -1,374 $5,711
     HD26,148-1,374$5,711
TAIWAN SEMICONDUCTOR MFG LTD 95,785 -1,473 $5,565
     TSM95,785-1,473$5,565
CISCO SYS INC 115,462 -5,622 $5,538
     CSCO115,462-5,622$5,538
MERCK & CO INC 59,410 -39,908 $5,404
     MRK59,410-39,908$5,404
ADOBE INC 16,191 -363 $5,340
     ADBE16,191-363$5,340
ALPHABET INC 3,940 +52 $5,268
     GOOG3,940+52$5,268
MASTERCARD INC 17,455 -512 $5,212
     MA17,455-512$5,212
INTEL CORP 86,347 -4,380 $5,168
     INTC86,347-4,380$5,168
PEPSICO INC 37,801 -1,247 $5,166
     PEP37,801-1,247$5,166
LIBERTY BROADBAND CORP 40,665 -27 $5,114
     LBRDK40,665-27$5,114
PFIZER INC 128,760 +486 $5,044
     PFE128,760+486$5,044
COMCAST CORP NEW 111,863 +441 $5,030
     CMCSA111,863+441$5,030
ISHARES TR (SCZ) 78,388 +4,037 $4,882
     SCZ78,388+4,037$4,882
ALIBABA GROUP HLDG LTD 22,957 +297 $4,870
     BABA22,957+297$4,870
JPMORGAN CHASE & CO 220,108 -10,409 $4,801
     AMJ220,108-10,409$4,801
VERIZON COMMUNICATIONS INC 78,138 +829 $4,798
     VZ78,138+829$4,798
COCA COLA CO 86,640 +3,176 $4,795
     KO86,640+3,176$4,795
EXXON MOBIL CORP 68,299 -876 $4,766
     XOM68,299-876$4,766
ACCENTURE PLC IRELAND 22,397 -258 $4,716
     ACN22,397-258$4,716
ISHARES TR (ACWX) 89,934 -1,227 $4,418
     ACWX89,934-1,227$4,418
FIRST TR EXCHANGE TRADED FD (EMLP) 166,148 -11,478 $4,235
     EMLP166,148-11,478$4,235
WELLS FARGO CO NEW 78,540 +3,273 $4,226
     WFC78,540+3,273$4,226
LIBERTY MEDIA CORP DELAWARE 87,205 +360 $4,215
     LSXMA87,205+360$4,215
UNION PACIFIC CORP 23,189 +828 $4,192
     UNP23,189+828$4,192
MCDONALDS CORP 20,800 -381 $4,110
     MCD20,800-381$4,110
WALMART INC 34,435 -869 $4,092
     WMT34,435-869$4,092
PENUMBRA INC 24,876 -492 $4,086
     PEN24,876-492$4,086

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 12/31/2019: $1,015,284
At 09/30/2019: $957,821

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.