LN
| |
Laird Norton Wetherby Trust Company, LLC13F | |
| Laird Norton Wetherby Trust Company, LLC | |
| Last update 2025-05-15 | 67 Stocks (3 new) |
| Value $622.00 Mil | Turnover 1 % |
Laird Norton Wetherby Trust Co... Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 667,215 | 250,465.8 | -2.10% | 40.290 | -0.82% | 0.010 | +29.81% | +19.87% | 3,740,948.0 | Software | |
VEU | Vanguard FTSE All-World ex-US ETF | 1,063,304 | 64,500.0 | -21.01% | 10.380 | -2.22% | 0.170 | +15.29% | +18.04% | 43,828.6 | ||
VTI | Vanguard Total Stock Market ETF | 156,151 | 42,916.5 | -29.46% | 6.900 | -2.58% | 0.010 | +17.65% | +6.63% | 471,718.0 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 511,641 | 23,156.9 | -18.06% | 3.730 | -0.68% | 0.030 | +15.39% | +13.04% | 84,631.0 | ||
VEA | Vanguard FTSE Developed Markets ETF | 405,144 | 20,593.5 | +14.07% | 3.310 | +0.41% | 0.020 | +16.01% | +20.43% | 157,306.4 | ||
AAPL | Apple Inc | 83,988 | 18,656.3 | -18.17% | 3.000 | -0.64% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
IVW | iShares S&P 500 Growth ETF | 164,492 | 15,269.8 | 0% | 2.460 | 0% | 0.030 | +22.61% | +9.28% | 60,970.9 | ||
AMZN | Amazon.com Inc | 76,868 | 14,624.9 | -21.33% | 2.350 | -0.62% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 39,500 | 9,822.1 | 0% | 1.580 | 0% | 0.000 | +21.23% | +30.73% | 263,567.6 | Software | |
MUB | iShares National Muni Bond ETF | 91,750 | 9,674.1 | +6.48% | 1.560 | +0.09% | 0.020 | +2.43% | -0.88% | 38,400.3 |
Laird Norton Wetherby Trust Company, LLC's Historical Top Holdings Breakdowns
Laird Norton Wetherby Trust Company, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce Reduce | -2.58% | 271.18 ($290.53) 303.12 | $307.02 | 5.68% | Reduce -29.46% | 156,151 | -65,205 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-03-31 | Reduce Reduce | -2.22% | 56.51 ($60.25) 62.98 | $67.08 | 11.34% | Reduce -21.01% | 1,063,304 | -282,768 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.82% | 375.39 ($407.71) 447.2 | $503.32 | 23.45% | Reduce -2.1% | 667,215 | -14,300 | |
TSLA | Tesla Inc | 2025-03-31 | Sold Out Sold Out | -0.69% | 222.15 ($333.26) 428.22 | $313.51 | -5.93% | Sold Out | 0 | -12,525 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Reduce Reduce | -0.68% | 42.5 ($45.01) 46.71 | $49.59 | 10.18% | Reduce -18.06% | 511,641 | -112,773 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.64% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Reduce -18.17% | 83,988 | -18,652 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.62% | 190.26 ($217) 242.06 | $225.02 | 3.70% | Reduce -21.33% | 76,868 | -20,838 | |
IWB | iShares Russell 1000 ETF | 2025-03-31 | Reduce Reduce | -0.53% | 302.31 ($323.34) 337.54 | $342.67 | 5.98% | Reduce -34.8% | 22,699 | -12,117 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.51% | 106.98 ($126.74) 149.43 | $164.92 | 30.12% | Reduce -33.8% | 54,679 | -27,922 | |
PHYS | Sprott Physical Gold Trust | 2025-03-31 | Reduce Reduce | -0.50% | 20.27 ($22.17) 24.06 | $25.70 | 15.92% | Reduce -39.07% | 282,293 | -181,007 |
Laird Norton Wetherby Trust Company, LLC Total Holding History ($B)
Laird Norton Wetherby Trust Company, LLC's Asset Allocation
Laird Norton Wetherby Trust Company, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Laird Norton Wetherby Trust Company, LLC's Hypothetical Growth since 2025-03-31
Laird Norton Wetherby Trust Company, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Laird Norton Wetherby Trust Company, LLC's Holdings Heat Map
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Laird Norton Wetherby Trust Company, LLC's Holdings Bubble Chart
Laird Norton Wetherby Trust Company, LLC News
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