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CIK: 0000723204
Total reported value
$5.2B
$5.2B
80 檔
9.3%
During the Q4 2024 filing period, Laird Norton Wetherby Trust Company, LLC (CIK: 0000723204) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.2B across 80 reported positions.
Laird Norton Wetherby Trust Company, LLC executed strategic sector rebalancing during Q4 2024, establishing 12 new positions while fully exiting 16 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 39.28% | -0.71% | -8.27% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 10.57% | -0.06% | +2.09% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.77% | +0.06% | +16.53% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.76% | -0.05% | +1.61% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.51% | +0.05% | -0.14% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.93% | -0.01% | +13.74% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.32% | -0.01% | -0.28% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.28% | +0.05% | — | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.53% | — | -10.45% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.52% | -0.01% | -13.23% | |
| 11 | GETY | Getty Images Holdings Inc | Stock-Other | 1.43% | — | -0.67% | |
| 12 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.28% | -0.13% | +0.18% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.26% | -0.06% | +31.72% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.19% | +0.01% | — | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.19% | -0.03% | -8.30% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.12% | +0.10% | -3.48% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.05% | -0.02% | +121.38% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.02% | -0.11% | — | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.93% | -0.02% | +22.22% | |
| 20 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.86% | +0.04% | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | +0.01% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | -0.03% | — | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | -0.05% | — | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | -0.03% | — | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.15% | — | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.05% | — | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.10% | — | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.55% | +0.10% | — | |
| 29 | MMM | 3m Co | Stock-Industrials | 0.53% | -0.01% | — | |
| 30 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.45% | +0.03% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.07% | — | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.40% | -0.04% | — | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.36% | — | — | |
| 34 | USB | US Bancorp | Stock-Financials | 0.35% | +0.01% | — | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.33% | +0.03% | -57.74% | |
| 36 | RELY | Remitly Global Inc | Stock-Other | 0.32% | — | — | |
| 37 | PCAR | Paccar Inc | Stock-Industrials | 0.32% | -0.01% | -17.29% | |
| 38 | AMAT | Applied Materials Inc | Stock-Tech | 0.27% | +0.38% | — | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.23% | — | — | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.22% | +0.01% | +140.42% | |
| 41 | ANIX | Anixa Biosciences Inc | Stock-Other | 0.20% | — | +0.24% | |
| 42 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.18% | -0.01% | — | |
| 43 | BWIN | Baldwin Insurance Group Inc/ | Stock-Other | 0.16% | — | — | |
| 44 | FLR | Fluor CORP | Stock-Industrials | 0.14% | — | — | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.14% | — | — | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.14% | +0.02% | — | |
| 47 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.14% | — | — | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.13% | -0.08% | — | |
| 49 | WIT | Wipro Ltd-adr | Stock-Other | 0.12% | -0.02% | +239.30% | |
| 50 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.11% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.7% | +16.53% | Add |
| 2 | AMZN | Amazon.com Inc | +0.8% | +13.74% | Add |
| 3 | TSLA | Tesla Inc | +0.7% | NEW | New buy |
| 4 | BND | Vanguard Total Bond Market | +0.6% | +121.38% | Add |
| 5 | AAPL | Apple Inc | +0.4% | -0.14% | Trim |
| 6 | MUB | Ishares National Muni Bond E | +0.3% | +31.72% | Add |
| 7 | AMAT | Applied Materials Inc | +0.3% | NEW | New buy |
| 8 | IVW | Ishares S&p 500 Growth ETF | +0.2% | — | Unchanged |
| 9 | GS | Goldman Sachs Group Inc | +0.2% | — | Unchanged |
| 10 | DGRO | Ishares Core Dividend Growth | +0.1% | NEW | New buy |
| 11 | SCHF | Schwab Intl Equity ETF | +0.1% | NEW | New buy |
| 12 | RELY | Remitly Global Inc | +0.1% | — | Unchanged |
| 13 | VXUS | Vanguard Total Intl Stock | +0.1% | +22.22% | Add |
| 14 | IEMG | Ishares Core Msci Emerging | +0.1% | +140.42% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 16 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | NEW | New buy |
| 17 | IGF | Ishares Global Infrastructur | +0.1% | NEW | New buy |
| 18 | SOFI | Sofi Technologies Inc | +0.1% | — | Unchanged |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | — | Unchanged |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 21 | SCHP | Schwab U.s. Tips ETF | +0.1% | NEW | New buy |
| 22 | WIT | Wipro Ltd-adr | +0.1% | +239.30% | Add |
| 23 | BAC | Bank Of America CORP | +0.1% | +75.86% | Add |
| 24 | SCHG | Schwab US Large-cap Growth | +0.1% | NEW | New buy |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Unchanged |
| 26 | PHYS | Sprott Physical Gold Trust | +0.1% | +0.18% | Add |
| 27 | IBM | Intl Business Machines CORP | +0.1% | — | Unchanged |
| 28 | AFRM | Affirm Holdings Inc | 0% | — | Unchanged |
| 29 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 30 | CRGY | Crescent Energy Inc-a | 0% | NEW | New buy |
| 31 | USB | US Bancorp | 0% | — | Unchanged |
| 32 | LPL | Lg Display Co Ltd-adr | 0% | NEW | New buy |
| 33 | SUSA | Ishares Esg Optimized Msci U | 0% | — | Unchanged |
| 34 | IWR | Ishares Russell Mid-cap ETF | 0% | — | Unchanged |
| 35 | IJH | Ishares Core S&p Midcap ETF | 0% | — | Unchanged |
| 36 | NVDA | Nvidia CORP | 0% | -13.23% | Trim |
| 37 | PL | Planet Labs Pbc | 0% | +33.33% | Add |
| 38 | NIO | Nio Inc - Adr | 0% | NEW | New buy |
| 39 | CVX | Chevron CORP | 0% | — | Unchanged |
| 40 | DBX | Dropbox Inc-class A | 0% | — | Unchanged |
| 41 | ACCDUSD | Accolade Inc | 0% | NEW | New buy |
| 42 | FLR | Fluor CORP | 0% | — | Unchanged |
| 43 | XPEV | Xpeng Inc - Adr | 0% | — | Unchanged |
| 44 | MMM | 3m Co | — | — | Unchanged |
| 45 | PG | Procter & Gamble Co/the | — | — | Unchanged |
| 46 | HD | Home Depot Inc | — | — | Unchanged |
| 47 | SBUX | Starbucks CORP | — | — | Unchanged |
| 48 | ABEV | Ambev Sa-adr | — | -38.45% | Trim |
| 49 | GROV | Grove Collaborative Holdings | — | EXIT | Sold out |
| 50 | PFE | Pfizer Inc | — | — | 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 80 disclosed positions in Q4 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 9.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
TSLA
市值: $5.1M
Top Position Liquidated / Trimmed
ABBV
前期市值: $4.0M
During Q4 2024, Laird Norton Wetherby Trust Company, LLC's top holdings by market value included MSFT (39.3%)、VEU (10.6%)、VTI (8.8%). The largest single position, MSFT, represented 39.3% of total portfolio value.
In Q4 2024, Laird Norton Wetherby Trust Company, LLC made 56 total portfolio adjustments, initiating 12 new buys, adding to 14 positions, trimming 14 holdings, and fully liquidating 16 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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