Wetherby Asset Management Inc Buys Vanguard Total Stock Market ETF, Vanguard FTSE Developed Markets ETF, Truist Financial Corp, Sells Merck Inc, Energy Select Sector SPDR Fund, Vanguard FTSE All-World ex-US ETF

• New Purchases: BBK, AMLP, UBER, CXO, CLV, 0VVB, TIF, WRK, HC5, XEC, CNC, GMAB, IJR, FNV, JPST, LULU, WYND, XLF, PAC, SNPS, ALK, RJF, MXIM, MAN, GDEN, LKQ, KSU, JLL, HUBB, ENIA, DXCM, CUZ, LNT, ALGN, SLRX, KGC,
• Added Positions: VTI, VEA, MO, SHG, MMM, BIDU, KO, GE, HSBC, HAL, KB, REGN, SLB, TTM, WFC, TAK, SCZ, VWO, ALL, APA, BAC, BSX, BMY, BAM, CEO, CM, CNQ, COF, FIS, CHT, ECL, ENB, EXPD, FAST, HMC, IBN, KEP, LYG, LOW, MAR, MDT, NGG, NEM, NKE, PAYX, PBR, PKX, PGR, RSG, RDS.A, SKM, SRE, LUV, TEF, UBS, UNP, URI, VMC, WEC, TEL, PM, TSLA, APTV, NOW, VEDL, HLT, GOOG, BABA, AES, AEM, AMX, AME, ADI, AMAT, ARCC, AVB, BMO, BNS, BCS, BBY, BXP, CAE, GIB, CAT, CTL, CERN, LFC, CTXS, CIG, ED, CPRT, COST, CMI, DHI, DRI, DLR, RDY, EW, ETR, EPD, EQIX, EQR, EL, FITB, GGB, HIG, HSY, HRL, INFO, ING, ILMN, IR, IFF, KLAC, K, KRC, KR, LVS, LEN, MFC, MRO, MKC, MU, MAA, MSI, NICE, OMC, OKE, OTEX, PNC, PPG, PXD, PRU, PHM, QCOM, DGX, RRC, RMD, RCL, WPM, SCCO, SWN, STT, SUI, SYY, TJX, VIV, TRP, RIG, TKC, UAL, UGP, UDR, VZ, VRTX, VOD, WST, XLNX, DNP, EC, DG, CHTR, OAS, TAL, TRGP, FRC, FLT, EPAM, FWONA, VOYA, IQV, CDW, BURL, QUOT, SYF, AVAL, KEYS, LILAK, KHC, RUN, MDB, SCHB,
• Reduced Positions: MRK, VEU, AGN, VNQ, VT, WBK, TGT, AAPL, BRK.B, MSFT, TWTR, FSLR, T, AMZN, LMT, UNH, EBAY, BUD, MPC, PYPL, SQ, SPY, VGK, VIG, CSCO, DE, HD, INFY, JNJ, MGM, NFLX, NOK, PG, SIVB, PANW, WDAY, AMJ, EEM, EMLP, AMGN, ADP, SAN, DEO, DD, EOG, FDX, GOOGL, INTC, INTU, OXY, PEP, LIN, CRM, UN, WIT, ZBH, QRTEA, GLD, ABB, CB, ACN, ADBE, AIG, AMT, BHP, BP, BCH, BAX, BDX, BA, CNI, CP, LNG, CVX, CME, SNP, CHU, CHD, CI, CTSH, CL, STZ, DB, DUK, E, ETN, OVV, EXPE, XOM, F, GILD, GSK, MNST, HAS, HPQ, IBM, IHG, MDLZ, MCD, MCK, MUFG, NVDA, NTRS, NOC, NVS, NVO, ORCL, PH, PSO, NTR, PUK, RELX, SBAC, SNY, SHW, SHI, SNE, TSM, TXN, TMO, TM, USB, UL, UPS, VTR, WPC, WMT, WBA, DIS, WMB, S, MA, DFS, AWK, MSCI, GM, QRVO, PEN, YUMC, BKR, CTVA, AMCR, ACWX, IVV, ASML, ATVI, AMD, ASX, AEG, A, AKAM, ALXN, HES, AEP, AXP, AMP, ABC, APH, AU, WTR, ADM, AIZ, AZN, ADSK, BLL, CIB, ITUB, BSAC, BK, BIIB, BLK, BTI, CBRE, CMS, CSX, CAJ, CCL, CUK, CX, CNP, CHKP, CHL, CTAS, CLX, CSGP, CMA, CBD, VALE, ABEV, SBS, DXC, BAP, CS, CCI, DHR, DLTR, D, EMN, EIX, EA, EMR, ERIC, ESS, RE, EXC, FLEX, FMX, ORAN, FCX, FMS, GD, GIS, GPN, GFI, GS, LHX, WELL, HON, HST, HBAN, IAC, IDXX, IP, JKHY, JHX, JCI, KEY, KMB, LH, LRCX, LNC, MTB, MGA, MMC, SPGI, MET, MT, MCO, MS, NRG, NOV, NTES, NTAP, NI, NMR, NSC, ES, IX, TLK, PPL, PHG, PNW, BKNG, PFG, PEG, PSA, QGEN, RF, RIO, ROK, RCI, ROP, SAP, SPG, SIRI, SWKS, SNN, TRV, SWK, SYK, SU, NLOK, TROW, TRI, GL, TSN, UMC, UTX, VRSN, WPP, WM, ANTM, WDC, WY, YUM, CMG, NPV, EIM, TECK, EDU, MFG, TMUS, DAL, RBS, ICL, FCAU, AVGO, BSBR, KMI, HCA, GRFS, VER, PSX, CNHI, AR, WUBA, ZAYO, QSR, ENIC, ARNC, SNAP, DELL, DOW, ALC, AGG, IEFA, IEMG, IWM, IWV, MUB, VOO,
• Sold Out: XLE, CELG, MCHI, STI, VDE, VXUS, SCHH, FTI, WBC, DVN, IWD, ESTC, LW, FP11, FANG, BR, ZUO, AGR, LGIH, WPX, NAD, MFL, EVRG, PTR, SR, ETFC, CHA, BCE, CVE, BFZ, AUOTY, VMO, NLY, MBRX, NBR, CASH, CHK,

For the details of WETHERBY ASSET MANAGEMENT INC's stock buys and sells, go to https://www.gurufocus.com/guru/wetherby+asset+management+inc/current-portfolio/portfolio

1. Apple Inc (AAPL) - 153,313 shares, 4.45% of the total portfolio. Shares reduced by 1.89%
2. Microsoft Corp (MSFT) - 210,141 shares, 3.27% of the total portfolio. Shares reduced by 1.99%
3. Vanguard Total Stock Market ETF (VTI) - 132,755 shares, 2.15% of the total portfolio. Shares added by 50.40%
4. Berkshire Hathaway Inc (BRK.A) - 63 shares, 2.11% of the total portfolio.
5. SPDR S&P 500 ETF Trust (SPY) - 64,169 shares, 2.04% of the total portfolio. Shares reduced by 1.74%

Wetherby Asset Management Inc initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $49.60. The impact to a portfolio due to this purchase was 0.2%. The holding were 35,699 shares as of .

Wetherby Asset Management Inc initiated holding in Alerian MLP ETF. The purchase prices were between $7.68 and $8.83, with an estimated average price of $8.28. The stock is now traded at around $8.21. The impact to a portfolio due to this purchase was 0.13%. The holding were 157,561 shares as of .

Wetherby Asset Management Inc initiated holding in Uber Technologies Inc. The purchase prices were between $25.99 and $33.75, with an estimated average price of $29.68. The stock is now traded at around $37.01. The impact to a portfolio due to this purchase was 0.09%. The holding were 30,091 shares as of .

Wetherby Asset Management Inc initiated holding in Concho Resources Inc. The purchase prices were between $61.95 and $87.57, with an estimated average price of $72.51. The stock is now traded at around $80.18. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,613 shares as of .

Wetherby Asset Management Inc initiated holding in ViacomCBS Inc. The purchase prices were between $31.6 and $38.4, with an estimated average price of $34.93. The stock is now traded at around $32.20. The impact to a portfolio due to this purchase was 0.04%. The holding were 10,670 shares as of .

Wetherby Asset Management Inc initiated holding in Trip.com Group Ltd. The purchase prices were between $26 and $31.4, with an estimated average price of $28.97. The stock is now traded at around $29.40. The impact to a portfolio due to this purchase was 0.04%. The holding were 11,344 shares as of .

Wetherby Asset Management Inc added to a holding in Vanguard Total Stock Market ETF by 50.40%. The purchase prices were between $146.61 and $164.29, with an estimated average price of $156.97. The stock is now traded at around $166.17. The impact to a portfolio due to this purchase was 0.72%. The holding were 132,755 shares as of .

Wetherby Asset Management Inc added to a holding in Vanguard FTSE Developed Markets ETF by 30.98%. The purchase prices were between $39.9 and $44.4, with an estimated average price of $42.7. The stock is now traded at around $43.57. The impact to a portfolio due to this purchase was 0.31%. The holding were 299,887 shares as of .

Wetherby Asset Management Inc added to a holding in Shinhan Financial Group Co Ltd by 34.56%. The purchase prices were between $34.19 and $39.62, with an estimated average price of $37.1. The stock is now traded at around $34.11. The impact to a portfolio due to this purchase was 0.03%. The holding were 30,084 shares as of .

Wetherby Asset Management Inc added to a holding in Altria Group Inc by 20.60%. The purchase prices were between $40.21 and $51.55, with an estimated average price of $47.35. The stock is now traded at around $50.17. The impact to a portfolio due to this purchase was 0.03%. The holding were 31,312 shares as of .

Wetherby Asset Management Inc added to a holding in Regeneron Pharmaceuticals Inc by 55.60%. The purchase prices were between $274.13 and $376.51, with an estimated average price of $338.52. The stock is now traded at around $344.08. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,514 shares as of .

Wetherby Asset Management Inc added to a holding in Schlumberger Ltd by 26.23%. The purchase prices were between $30.71 and $40.79, with an estimated average price of $35.85. The stock is now traded at around $33.96. The impact to a portfolio due to this purchase was 0.02%. The holding were 22,699 shares as of .

Wetherby Asset Management Inc sold out a holding in Energy Select Sector SPDR Fund. The sale prices were between $55.9 and $61.99, with an estimated average price of $59.34.

Wetherby Asset Management Inc sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Wetherby Asset Management Inc sold out a holding in iShares MSCI China ETF. The sale prices were between $55.37 and $64.27, with an estimated average price of $59.97.

Wetherby Asset Management Inc sold out a holding in SunTrust Banks Inc. The sale prices were between $65.35 and $71.45, with an estimated average price of $69.19.

Wetherby Asset Management Inc sold out a holding in Vanguard Energy ETF. The sale prices were between $73.38 and $81.73, with an estimated average price of $77.87.

Wetherby Asset Management Inc sold out a holding in Vanguard Total International Stock. The sale prices were between $50.39 and $55.96, with an estimated average price of $53.83.