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CIK: 0000723204
Total reported value
$5.2B
$5.2B
72 檔
9.7%
In Q2 2024, Laird Norton Wetherby Trust Company, LLC's U.S. equity holdings reached a combined market value of $5.2B, distributed across 72 disclosed stock positions.
During Q2 2024, Laird Norton Wetherby Trust Company, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 46.87% | -0.71% | -1.39% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 10.94% | -0.06% | +0.18% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.23% | +0.06% | -0.09% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.54% | -0.05% | -17.04% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.64% | +0.05% | -15.06% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.41% | -0.01% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.35% | -0.01% | -1.83% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.29% | +0.10% | +0.00% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.69% | — | -3.85% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.63% | -0.01% | — | |
| 11 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.22% | -0.13% | +0.87% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.22% | -0.06% | +28.89% | |
| 13 | ABT | Abbott Laboratories | Stock-Healthcare | 0.97% | -0.11% | — | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 0.96% | +0.01% | — | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.89% | +0.03% | — | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.80% | -0.02% | -0.20% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | -0.05% | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | +0.01% | — | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.15% | — | |
| 20 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.70% | +0.04% | — | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.69% | -0.03% | -56.20% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.03% | — | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | — | — | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.10% | — | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | -0.05% | — | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.49% | -0.02% | -0.01% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | +0.05% | -78.98% | |
| 28 | GETY | Getty Images Holdings Inc | Stock-Other | 0.45% | — | — | |
| 29 | MMM | 3m Co | Stock-Industrials | 0.43% | -0.01% | — | |
| 30 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.43% | +0.03% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.07% | — | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.41% | -0.04% | — | |
| 33 | PCAR | Paccar Inc | Stock-Industrials | 0.35% | -0.01% | -13.40% | |
| 34 | BILL | Bill Holdings Inc | Stock-Tech | 0.34% | — | — | |
| 35 | USB | US Bancorp | Stock-Financials | 0.30% | +0.01% | — | |
| 36 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.26% | — | -2.62% | |
| 37 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.20% | — | — | |
| 38 | RELY | Remitly Global Inc | Stock-Other | 0.20% | — | -19.48% | |
| 39 | ANIX | Anixa Biosciences Inc | Stock-Other | 0.19% | — | — | |
| 40 | JMIA | Jumia Technologies Ag-adr | Stock-Other | 0.12% | — | — | |
| 41 | BALL | Ball CORP | Stock-Consumer Disc | 0.09% | — | — | |
| 42 | IGF | Ishares Global Infrastructur | ETF-Other | 0.08% | -0.01% | — | |
| 43 | ALK | Alaska Air Group Inc | Stock-Industrials | 0.07% | — | -28.71% | |
| 44 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 0.07% | -0.02% | — | |
| 45 | WIT | Wipro Ltd-adr | Stock-Other | 0.06% | -0.02% | +1.62% | |
| 46 | FITB | Fifth Third Bancorp | Stock-Financials | 0.06% | — | +1.64% | |
| 47 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.06% | — | +218.32% | |
| 48 | ✓ | Athira Pharma Inc | Stock-Other | 0.06% | — | — | |
| 49 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.05% | +0.01% | — | |
| 50 | RDFN | Redfin CORP | Stock-Other | 0.05% | — | -10.00% |
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 72 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, VEU, VTI) accounted for 9.7% of total reported equity market value during Q2 2024.
During Q2 2024, Laird Norton Wetherby Trust Company, LLC's top holdings by market value included MSFT (46.9%)、VEU (10.9%)、VTI (7.2%). The largest single position, MSFT, represented 46.9% of total portfolio value.
In Q2 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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