HoldingsChannel.com
Wetherby Asset Management Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
APPLE INC 154,912 +6,099 $30,660
     AAPL154,912+6,099$30,660
BERKSHIRE HATHAWAY INC DEL      $28,635
     BRK.A63UNCH$20,056
     BRK.B40,245+1,272$8,579
MICROSOFT CORP 212,366 +9,924 $28,449
     MSFT212,366+9,924$28,449
SPDR S&P 500 ETF TR (SPY)      $19,653
     SPY64,474+23,473$18,891
     Call2,600UNCH$762
AT&T INC 503,672 +335,371 $16,878
     T503,672+335,371$16,878
VANGUARD INTL EQUITY INDEX F (VT) 223,354 +16,825 $16,787
     VT223,354+16,825$16,787
AMAZON COM INC 8,473 +718 $16,045
     AMZN8,473+718$16,045
VANGUARD INTL EQUITY INDEX F (VEU) 254,100 -32,335 $12,956
     VEU254,100-32,335$12,956
ISHARES TR (IVW) 61,614 UNCH $11,044
     IVW61,614UNCH$11,044
ISHARES TR (IVE) 88,029 -1,260 $10,262
     IVE88,029-1,260$10,262
FACEBOOK INC 51,873 +1,026 $10,012
     FB51,873+1,026$10,012
ALPHABET INC 8,605 +705 $9,317
     GOOGL8,605+705$9,317
DISNEY WALT CO 66,120 -911 $9,233
     DIS66,120-911$9,233
JOHNSON & JOHNSON 64,467 +2,701 $8,979
     JNJ64,467+2,701$8,979
MERCK & CO INC 98,143 +1,047 $8,229
     MRK98,143+1,047$8,229
VISA INC 46,976 +4,462 $8,152
     V46,976+4,462$8,152
JPMORGAN CHASE & CO 65,878 +2,466 $7,365
     JPM65,878+2,466$7,365
COMCAST CORP NEW 173,560 +61,750 $7,338
     CMCSA173,560+61,750$7,338
CISCO SYS INC 122,551 +1,309 $6,708
     CSCO122,551+1,309$6,708
CHEVRON CORP NEW 52,282 +10,932 $6,506
     CVX52,282+10,932$6,506
EXXON MOBIL CORP 82,361 +1,965 $6,311
     XOM82,361+1,965$6,311
PFIZER INC 143,202 +4,674 $6,203
     PFE143,202+4,674$6,203
JPMORGAN CHASE & CO 231,532 +45,548 $5,814
     AMJ231,532+45,548$5,814
PROCTER AND GAMBLE CO 51,686 +334 $5,667
     PG51,686+334$5,667
HOME DEPOT INC 26,116 -320 $5,432
     HD26,116-320$5,432
UNITEDHEALTH GROUP INC 21,977 +3,455 $5,363
     UNH21,977+3,455$5,363
PEPSICO INC 38,989 +1,145 $5,113
     PEP38,989+1,145$5,113
LIBERTY MEDIA CORP DELAWARE 133,080 +95,354 $5,054
     LSXMK133,080+95,354$5,054
LIBERTY BROADBAND CORP 48,443 +39,287 $5,049
     LBRDK48,443+39,287$5,049
ADOBE INC 16,289 +2,461 $4,799
     ADBE16,289+2,461$4,799
BANK AMER CORP 162,175 -248 $4,703
     BAC162,175-248$4,703
MASTERCARD INC 17,090 +39 $4,521
     MA17,090+39$4,521
FIRST TR EXCHANGE TRADED FD (EMLP) 176,355 +95 $4,435
     EMLP176,355+95$4,435
MCDONALDS CORP 20,909 +410 $4,342
     MCD20,909+410$4,342
ALPHABET INC 4,012 +1 $4,337
     GOOG4,012+1$4,337
VERIZON COMMUNICATIONS INC 74,775 +2,662 $4,272
     VZ74,775+2,662$4,272
ISHARES TR (SCZ) 74,351 -3,740 $4,268
     SCZ74,351-3,740$4,268
ISHARES TR (ACWX) 91,161 -949 $4,263
     ACWX91,161-949$4,263
ARISTA NETWORKS INC 16,331 +77 $4,240
     ANET16,331+77$4,240
INTEL CORP 87,837 -7,731 $4,204
     INTC87,837-7,731$4,204
COCA COLA CO 81,350 +2,230 $4,143
     KO81,350+2,230$4,143
LIBERTY GLOBAL PLC 154,393 +117,473 $4,096
     LBTYK154,393+117,473$4,096
ACCENTURE PLC IRELAND 22,002 +446 $4,065
     ACN22,002+446$4,065
ISHARES TR (EEM) 93,999 -224 $4,033
     EEM93,999-224$4,033
ORACLE CORP 70,590 +896 $4,021
     ORCL70,590+896$4,021
BOEING CO 10,722 +1,420 $3,903
     BA10,722+1,420$3,903
WALMART INC 34,983 +837 $3,865
     WMT34,983+837$3,865
R1 RCM INC 300,411 -199,589 $3,779
     RCM300,411-199,589$3,779
UNION PACIFIC CORP 22,065 +345 $3,732
     UNP22,065+345$3,732
ROYAL DUTCH SHELL PLC      $3,716
     RDS.A53,653+5,655$3,491
     RDS.B3,432-13$225

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 06/30/2019: $913,526
At 03/31/2019: $803,433

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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