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CIK: 0000723204
Total reported value
$5.2B
$5.2B
84 檔
9.8%
According to the latest 13F quarterly dataset, Laird Norton Wetherby Trust Company, LLC managed an equity portfolio of $5.2B at the end of Q3 2024, spanning 84 distinct U.S. exchange-listed positions.
In Q3 2024, Laird Norton Wetherby Trust Company, LLC displayed an active expansion posture, initiating 22 new positions and adding to 12 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 41.87% | -0.71% | -0.07% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 10.88% | -0.06% | -0.35% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.07% | +0.06% | -0.46% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.85% | -0.05% | +6.99% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.14% | +0.05% | +15.65% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.46% | -0.01% | +3.20% | |
| 7 | GETY | Getty Images Holdings Inc | Stock-Other | 2.44% | — | +402.64% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.10% | -0.01% | -0.35% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.06% | +0.05% | +375.75% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.60% | — | -3.71% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | -0.01% | +1.79% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.37% | -0.03% | +101.88% | |
| 13 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.23% | -0.13% | -3.65% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.14% | +0.01% | — | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.14% | +0.10% | -49.70% | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 0.98% | -0.11% | — | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 0.93% | -0.06% | -19.22% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.80% | -0.02% | — | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.76% | +0.03% | -9.61% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | -0.05% | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | +0.01% | — | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.71% | +0.04% | — | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.15% | — | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.03% | — | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.05% | — | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.10% | — | |
| 27 | MMM | 3m Co | Stock-Industrials | 0.53% | -0.01% | — | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.53% | +0.10% | — | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | — | -25.86% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.47% | -0.02% | — | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 0.46% | -0.04% | — | |
| 32 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.43% | +0.03% | — | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | +0.07% | — | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.34% | — | — | |
| 35 | PCAR | Paccar Inc | Stock-Industrials | 0.34% | -0.01% | +8.10% | |
| 36 | BILL | Bill Holdings Inc | Stock-Tech | 0.32% | — | — | |
| 37 | USB | US Bancorp | Stock-Financials | 0.32% | +0.01% | — | |
| 38 | ANIX | Anixa Biosciences Inc | Stock-Other | 0.26% | — | +2.73% | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.23% | — | — | |
| 40 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.23% | -0.01% | — | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.21% | — | -16.32% | |
| 42 | BWIN | Baldwin Insurance Group Inc/ | Stock-Other | 0.20% | — | — | |
| 43 | RELY | Remitly Global Inc | Stock-Other | 0.18% | — | -8.72% | |
| 44 | VOTE | Tcw Transform 500 ETF | ETF-Other | 0.14% | — | — | |
| 45 | FLR | Fluor CORP | Stock-Industrials | 0.13% | — | — | |
| 46 | ARCO | Arcos Dorados Holdings Inc. | Stock-Other | 0.13% | — | — | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.10% | +0.01% | — | |
| 48 | BALL | Ball CORP | Stock-Consumer Disc | 0.10% | — | — | |
| 49 | RDFN | Redfin CORP | Stock-Other | 0.09% | — | -9.52% | |
| 50 | AU | AngloGold Ashanti plc | Stock-Materials | 0.08% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GETY | Getty Images Holdings Inc | +2% | +402.64% | Add |
| 2 | IVW | Ishares S&p 500 Growth ETF | +1.6% | +375.75% | Add |
| 3 | EFA | Ishares Msci Eafe ETF | +0.7% | +101.88% | Add |
| 4 | IJH | Ishares Core S&p Midcap ETF | +0.5% | NEW | New buy |
| 5 | AAPL | Apple Inc | +0.5% | +15.65% | Add |
| 6 | IWR | Ishares Russell Mid-cap ETF | +0.3% | NEW | New buy |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +6.99% | Add |
| 8 | FCX | Freeport-mcmoran Inc | +0.2% | NEW | New buy |
| 9 | BWIN | Baldwin Insurance Group Inc/ | +0.2% | NEW | New buy |
| 10 | IBM | Intl Business Machines CORP | +0.2% | — | Unchanged |
| 11 | VOTE | Tcw Transform 500 ETF | +0.1% | NEW | New buy |
| 12 | FLR | Fluor CORP | +0.1% | NEW | New buy |
| 13 | ARCO | Arcos Dorados Holdings Inc. | +0.1% | NEW | New buy |
| 14 | MMM | 3m Co | +0.1% | — | Unchanged |
| 15 | IEMG | Ishares Core Msci Emerging | +0.1% | NEW | New buy |
| 16 | AU | AngloGold Ashanti plc | +0.1% | NEW | New buy |
| 17 | ANIX | Anixa Biosciences Inc | +0.1% | +2.73% | Add |
| 18 | OVV | Ovintiv Inc | +0.1% | NEW | New buy |
| 19 | VEA | Vanguard Ftse Developed ETF | +0.1% | +3.20% | Add |
| 20 | HD | Home Depot Inc | +0.1% | — | Unchanged |
| 21 | NEE | Nextera Energy Inc | +0.1% | — | Unchanged |
| 22 | ENIC | Enel Chile Sa-adr | +0.1% | NEW | New buy |
| 23 | KTCC | Key Tronic CORP | +0.1% | NEW | New buy |
| 24 | BAC | Bank Of America CORP | +0.1% | NEW | New buy |
| 25 | APA | Apa CORP | +0.1% | NEW | New buy |
| 26 | NWL | Newell Brands Inc | 0% | NEW | New buy |
| 27 | RDFN | Redfin CORP | 0% | -9.52% | Trim |
| 28 | BP | Bp Plc-spons Adr | 0% | NEW | New buy |
| 29 | F | Ford Motor Co | 0% | +300.00% | Add |
| 30 | SBUX | Starbucks CORP | 0% | — | Unchanged |
| 31 | XPEV | Xpeng Inc - Adr | 0% | NEW | New buy |
| 32 | USB | US Bancorp | 0% | — | Unchanged |
| 33 | PLTR | Palantir Technologies Inc-a | 0% | — | Unchanged |
| 34 | WBD | Warner Bros Discovery Inc | 0% | NEW | New buy |
| 35 | AFRM | Affirm Holdings Inc | 0% | — | Unchanged |
| 36 | GWH | Ess Tech Inc | 0% | NEW | New buy |
| 37 | PHYS | Sprott Physical Gold Trust | 0% | -3.65% | Trim |
| 38 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 39 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 40 | TPICQ | Tpi Composites Inc | 0% | NEW | New buy |
| 41 | BALL | Ball CORP | 0% | — | Unchanged |
| 42 | SOFI | Sofi Technologies Inc | 0% | — | Unchanged |
| 43 | ABEV | Ambev Sa-adr | 0% | NEW | New buy |
| 44 | FITB | Fifth Third Bancorp | 0% | — | Unchanged |
| 45 | PSEC | Prospect Capital CORP | 0% | NEW | New buy |
| 46 | KGC | Kinross Gold CORP | 0% | — | Unchanged |
| 47 | VXUS | Vanguard Total Intl Stock | — | — | Unchanged |
| 48 | SUSA | Ishares Esg Optimized Msci U | — | — | Unchanged |
| 49 | HLN | Haleon Plc-adr | — | — | Unchanged |
| 50 | DBX | Dropbox Inc-class A | — | — | Unchanged |
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 84 disclosed positions in Q3 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 9.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
IJH
市值: $4.0M
Top Position Liquidated / Trimmed
IGF
前期市值: $541.5K
During Q3 2024, Laird Norton Wetherby Trust Company, LLC's top holdings by market value included MSFT (41.9%)、VEU (10.9%)、VTI (7.1%). The largest single position, MSFT, represented 41.9% of total portfolio value.
In Q3 2024, Laird Norton Wetherby Trust Company, LLC made 59 total portfolio adjustments, initiating 22 new buys, adding to 12 positions, trimming 15 holdings, and fully liquidating 10 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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