LN
| |
Laird Norton Wetherby Wealth Management, LLC13F | |
| Laird Norton Wetherby Wealth Management, LLC | |
| Last update 2025-02-16 | 897 Stocks (26 new) |
| Value $2.09 Bil | Turnover 1 % |
Laird Norton Wetherby Wealth M... Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 661,816 | 165,731.8 | -6.38% | 7.950 | -0.48% | 0.000 | +3.15% | -16.49% | 3,115,912.0 | Hardware | |
MSFT | Microsoft Corp | 229,619 | 96,784.2 | -4.63% | 4.640 | -0.22% | 0.000 | +29.95% | +19.80% | 3,738,718.2 | Software | |
VTI | Vanguard Total Stock Market ETF | 314,941 | 91,273.2 | -1.23% | 4.380 | -0.05% | 0.020 | +16.85% | +6.87% | 472,793.5 | ||
NVDA | NVIDIA Corp | 677,912 | 91,036.8 | -6.62% | 4.360 | -0.27% | 0.000 | +48.21% | +22.20% | 4,001,266.5 | Semiconductors | |
AMZN | Amazon.com Inc | 326,038 | 71,529.4 | -6.21% | 3.430 | -0.18% | 0.000 | +23.92% | +2.87% | 2,396,004.6 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 223,269 | 42,264.8 | -5.48% | 2.030 | -0.10% | 0.000 | +14.28% | -3.86% | 2,209,346.0 | Interactive Media | |
META | Meta Platforms Inc | 66,967 | 39,209.6 | -2.45% | 1.880 | -0.04% | 0.000 | +35.75% | +23.33% | 1,812,628.8 | Interactive Media | |
SPY | SPDR S&P 500 ETF Trust | 61,961 | 36,314.4 | -0.82% | 1.740 | -0.01% | 0.010 | +16.24% | +7.25% | 642,607.9 | ||
VEA | Vanguard FTSE Developed Markets ETF | 732,404 | 35,023.6 | +0.77% | 1.680 | +0.01% | 0.030 | +14.83% | +20.57% | 157,500.0 | ||
VT | Vanguard Total World Stock ETF | 264,439 | 31,066.3 | -2.55% | 1.490 | -0.04% | 0.080 | +15.99% | +11.10% | 45,609.5 |
Laird Norton Wetherby Wealth Management, LLC's Historical Top Holdings Breakdowns
Laird Norton Wetherby Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GRND | Grindr Inc | 2024-12-31 | Sold Out Sold Out | -0.65% | 11.72 ($14.62) 18.23 | $21.84 | 49.38% | Sold Out | 0 | -1,184,114 | |
AAPL | Apple Inc | 2024-12-31 | Reduce Reduce | -0.48% | 221.69 ($235.83) 259.02 | $208.62 | -11.54% | Reduce -6.38% | 661,816 | -45,082 | |
NVDA | NVIDIA Corp | 2024-12-31 | Reduce Reduce | -0.27% | 118.85 ($138.16) 148.88 | $164.07 | 18.75% | Reduce -6.62% | 677,912 | -48,084 | |
MSFT | Microsoft Corp | 2024-12-31 | Reduce Reduce | -0.22% | 406.35 ($426.03) 454.46 | $503.02 | 18.07% | Reduce -4.63% | 229,619 | -11,137 | |
AMZN | Amazon.com Inc | 2024-12-31 | Reduce Reduce | -0.18% | 180.8 ($204.89) 232.93 | $225.69 | 10.15% | Reduce -6.21% | 326,038 | -21,570 | |
IVE | iShares S&P 500 Value ETF | 2024-12-31 | Reduce Reduce | -0.11% | 189.5 ($198.37) 206.17 | $197.76 | -0.31% | Reduce -18.36% | 54,950 | -12,359 | |
EAGG |
iShares ESG Aware U.S. Aggregate Bond ETF
iShares ESG Aware U.S. Aggregate Bond ETF
| 2024-12-31 | Sold Out Sold Out | -0.11% | 46.33 ($47.22) 48.48 | $46.97 | -0.53% | Sold Out | 0 | -49,585 | |
GOOGL | Alphabet Inc | 2024-12-31 | Reduce Reduce | -0.10% | 161.86 ($175.1) 196.66 | $181.56 | 3.69% | Reduce -5.48% | 223,269 | -12,942 | |
BND | Vanguard Total Bond Market ETF | 2024-12-31 | Add Add | +0.09% | 71.75 ($73.08) 74.97 | $72.79 | -0.40% | Add 31.89% | 108,749 | 26,295 | |
LLY | Eli Lilly and Co | 2024-12-31 | Reduce Reduce | -0.07% | 727.2 ($827.11) 932.06 | $799.34 | -3.36% | Reduce -6.19% | 24,231 | -1,600 |
Laird Norton Wetherby Wealth Management, LLC Total Holding History ($B)
Laird Norton Wetherby Wealth Management, LLC's Asset Allocation
Laird Norton Wetherby Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Laird Norton Wetherby Wealth Management, LLC's Hypothetical Growth since 2024-12-31
Laird Norton Wetherby Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Laird Norton Wetherby Wealth Management, LLC's Holdings Heat Map
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Laird Norton Wetherby Wealth Management, LLC's Holdings Bubble Chart
Laird Norton Wetherby Wealth Management, LLC News
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