HoldingsChannel.com
Wetherby Asset Management Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC 159,411 +6,098 $40,537
     AAPL159,411+6,098$40,537
VANGUARD INDEX FDS (VTI) 305,453 +172,698 $39,376
     VTI305,453+172,698$39,376
MICROSOFT CORP 220,973 +10,832 $34,850
     MSFT220,973+10,832$34,850
SPDR S&P 500 ETF TR (SPY)      $32,322
     SPY117,600+53,431$30,311
     Call7,800+5,200$2,011
BERKSHIRE HATHAWAY INC DEL      $24,953
     BRK.A63UNCH$17,136
     BRK.B42,757+4,836$7,817
VANGUARD TAX MANAGED INTL FD (VEA) 699,676 +399,789 $23,327
     VEA699,676+399,789$23,327
AMAZON COM INC 9,144 +782 $17,828
     AMZN9,144+782$17,828
AT&T INC 497,160 +3,453 $14,492
     T497,160+3,453$14,492
VANGUARD INTL EQUITY INDEX F (VT) 218,354 +12,824 $13,712
     VT218,354+12,824$13,712
ALPHABET INC 9,396 +325 $10,918
     GOOGL9,396+325$10,918
ISHARES TR (IVW) 61,614 UNCH $10,169
     IVW61,614UNCH$10,169
FACEBOOK INC 53,064 -900 $8,851
     FB53,064-900$8,851
VANGUARD INTL EQUITY INDEX F (VEU) 213,815 +13,830 $8,770
     VEU213,815+13,830$8,770
JOHNSON & JOHNSON 65,568 +3,690 $8,598
     JNJ65,568+3,690$8,598
ISHARES TR (IVE) 85,227 -2,802 $8,203
     IVE85,227-2,802$8,203
VISA INC 50,055 +1,703 $8,065
     V50,055+1,703$8,065
MERCK & CO. INC 98,150 +38,740 $7,552
     MRK98,150+38,740$7,552
ISHARES TR (EFA) 133,984 +83,032 $7,162
     EFA133,984+83,032$7,162
PIMCO ETF TR (BOND) 61,623 +39,913 $6,543
     BOND61,623+39,913$6,543
DISNEY WALT CO 64,941 -757 $6,273
     DIS64,941-757$6,273
JPMORGAN CHASE & CO 67,421 +1,312 $6,070
     JPM67,421+1,312$6,070
PROCTER & GAMBLE CO 52,660 +3,133 $5,793
     PG52,660+3,133$5,793
INTEL CORP 99,814 +13,467 $5,402
     INTC99,814+13,467$5,402
ADOBE INC 16,931 +740 $5,388
     ADBE16,931+740$5,388
PENUMBRA INC 32,448 +7,572 $5,234
     PEN32,448+7,572$5,234
VANGUARD INTL EQUITY INDEX F (VWO) 155,330 +69,224 $5,211
     VWO155,330+69,224$5,211
HOME DEPOT INC 27,905 +1,757 $5,210
     HD27,905+1,757$5,210
UNITEDHEALTH GROUP INC 20,549 +895 $5,125
     UNH20,549+895$5,125
PEPSICO INC 40,426 +2,625 $4,855
     PEP40,426+2,625$4,855
TAIWAN SEMICONDUCTOR MFG LTD 99,489 +3,704 $4,755
     TSM99,489+3,704$4,755
CISCO SYS INC 119,753 +4,291 $4,708
     CSCO119,753+4,291$4,708
ALIBABA GROUP HLDG LTD 23,902 +945 $4,649
     BABA23,902+945$4,649
ALPHABET INC 3,969 +29 $4,615
     GOOG3,969+29$4,615
COMMERCIAL METALS CO 282,218 +260,135 $4,456
     CMC282,218+260,135$4,456
WALMART INC 38,048 +3,613 $4,323
     WMT38,048+3,613$4,323
MASTERCARD INC 17,855 +400 $4,313
     MA17,855+400$4,313
VERIZON COMMUNICATIONS INC 79,225 +1,087 $4,257
     VZ79,225+1,087$4,257
LIBERTY BROADBAND CORP 37,185 -3,480 $4,117
     LBRDK37,185-3,480$4,117
LIBERTY MEDIA CORP DEL 124,039 -8,094 $3,922
     LSXMK124,039-8,094$3,922
PFIZER INC 120,048 -8,712 $3,919
     PFE120,048-8,712$3,919
COMCAST CORP NEW 112,587 +724 $3,871
     CMCSA112,587+724$3,871
ACCENTURE PLC IRELAND 23,527 +1,130 $3,841
     ACN23,527+1,130$3,841
COSTCO WHSL CORP NEW 13,349 +584 $3,806
     COST13,349+584$3,806
NETFLIX INC 9,717 +1,714 $3,648
     NFLX9,717+1,714$3,648
GILEAD SCIENCES INC 46,896 +6,588 $3,506
     GILD46,896+6,588$3,506
NIKE INC 41,811 +3,215 $3,460
     NKE41,811+3,215$3,460
NOVARTIS A G 41,757 +3,698 $3,443
     NVS41,757+3,698$3,443
MCDONALDS CORP 20,811 +11 $3,441
     MCD20,811+11$3,441
ISHARES TR (ACWX) 89,992 +58 $3,388
     ACWX89,992+58$3,388
ARISTA NETWORKS INC 16,676 +368 $3,378
     ANET16,676+368$3,378

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 03/31/2020: $890,831
At 12/31/2019: $1,015,284

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.