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CIK: 0000723204
Total reported value
$5.2B
$5.2B
83 檔
9.4%
As reported in its official Q1 2024 Form 13F filing, Laird Norton Wetherby Trust Company, LLC's tracked investment portfolio stood at $5.2B with 83 total positions.
During Q1 2024, Laird Norton Wetherby Trust Company, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, VEU, VTI) accounted for 9.4% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 42.97% | -0.71% | -25.50% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 10.49% | -0.06% | +4.89% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.72% | +0.06% | -0.42% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.92% | -0.05% | -8.65% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.43% | +0.05% | -0.66% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.35% | -0.01% | -7.89% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.16% | +0.10% | -0.00% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.15% | -0.01% | -4.23% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.88% | +0.05% | -1.32% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.64% | — | -14.66% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.53% | -0.03% | -7.45% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.21% | +0.11% | — | |
| 13 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.12% | -0.13% | -1.47% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.02% | +0.01% | — | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 1.01% | -0.11% | — | |
| 16 | Z | Zillow Group Inc - C | Stock-Comm Services | 0.97% | — | — | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 0.92% | -0.06% | — | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.86% | +0.03% | -14.93% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.79% | -0.01% | — | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.77% | -0.02% | — | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.05% | — | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.15% | -66.44% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | +0.01% | — | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | — | -25.48% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | -0.03% | — | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.62% | +0.04% | — | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.61% | -0.10% | -6.06% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | -0.05% | — | |
| 29 | GETY | Getty Images Holdings Inc | Stock-Other | 0.55% | — | -81.17% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.53% | +0.10% | — | |
| 31 | ZG | Zillow Group Inc - A | Stock-Comm Services | 0.51% | — | — | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.47% | -0.02% | -77.08% | |
| 33 | PCAR | Paccar Inc | Stock-Industrials | 0.47% | -0.01% | -15.51% | |
| 34 | BILL | Bill Holdings Inc | Stock-Tech | 0.43% | — | — | |
| 35 | MMM | 3m Co | Stock-Industrials | 0.43% | -0.01% | — | |
| 36 | RELY | Remitly Global Inc | Stock-Other | 0.40% | — | — | |
| 37 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.40% | +0.03% | — | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.36% | -0.04% | — | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.34% | — | — | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.07% | — | |
| 41 | USB | US Bancorp | Stock-Financials | 0.32% | +0.01% | — | |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.26% | — | — | |
| 43 | ANIX | Anixa Biosciences Inc | Stock-Other | 0.26% | — | +63.82% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.23% | — | — | |
| 45 | PTON | Peloton Interactive Inc-a | Stock-Consumer Disc | 0.13% | — | — | |
| 46 | ALK | Alaska Air Group Inc | Stock-Industrials | 0.11% | — | -39.24% | |
| 47 | BALL | Ball CORP | Stock-Consumer Disc | 0.10% | — | — | |
| 48 | JMIA | Jumia Technologies Ag-adr | Stock-Other | 0.08% | — | -27.51% | |
| 49 | IGF | Ishares Global Infrastructur | ETF-Other | 0.07% | -0.01% | — | |
| 50 | QS | Quantumscape CORP | Stock-Consumer Disc | 0.07% | — | — |
According to official SEC Form 13F filings, Laird Norton Wetherby Trust Company, LLC reported a total U.S. public equity portfolio value of $5.2B across 83 disclosed positions in Q1 2024.
During Q1 2024, Laird Norton Wetherby Trust Company, LLC's top holdings by market value included MSFT (43.0%)、VEU (10.5%)、VTI (6.7%). The largest single position, MSFT, represented 43.0% of total portfolio value.
In Q1 2024, Laird Norton Wetherby Trust Company, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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