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CIK: 0000723204
Total reported value
$5.2B
$5.2B
67 檔
7.7%
At the close of Q1 2025, Laird Norton Wetherby Trust Company, LLC disclosed equity holdings valued at approximately $5.2B, spread across 67 reported holdings.
In Q1 2025, Laird Norton Wetherby Trust Company, LLC displayed an active expansion posture, initiating 67 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 40.29% | -0.71% | -2.10% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 10.38% | -0.06% | -21.01% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.90% | +0.06% | -29.46% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.73% | -0.05% | -18.06% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.31% | -0.01% | +14.07% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.00% | +0.05% | -18.17% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.46% | +0.05% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.35% | -0.01% | -21.33% | |
| 9 | IBM | Intl Business Machines CORP | Stock-Tech | 1.58% | +0.01% | — | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 1.56% | -0.06% | +6.48% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.51% | -0.03% | — | |
| 12 | ABT | Abbott Laboratories | Stock-Healthcare | 1.41% | -0.11% | — | |
| 13 | GETY | Getty Images Holdings Inc | Stock-Other | 1.35% | — | — | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.30% | +0.10% | -0.14% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.12% | — | -34.80% | |
| 16 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.09% | -0.13% | -39.07% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.02% | -0.02% | -10.90% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.00% | -0.02% | -20.84% | |
| 19 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.97% | +0.04% | — | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | -0.01% | -33.80% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | -0.03% | — | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.91% | -0.05% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | +0.01% | — | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.15% | — | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.76% | -0.10% | — | |
| 26 | MMM | 3m Co | Stock-Industrials | 0.71% | -0.01% | — | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | -0.05% | — | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.61% | +0.10% | — | |
| 29 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.50% | +0.03% | — | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 0.47% | -0.04% | — | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.41% | — | — | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.07% | — | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.38% | +0.03% | — | |
| 34 | USB | US Bancorp | Stock-Financials | 0.36% | +0.01% | — | |
| 35 | RELY | Remitly Global Inc | Stock-Other | 0.35% | — | — | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.29% | — | — | |
| 37 | ANIX | Anixa Biosciences Inc | Stock-Other | 0.29% | — | — | |
| 38 | AMAT | Applied Materials Inc | Stock-Tech | 0.29% | +0.38% | — | |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.28% | — | — | |
| 40 | BWIN | Baldwin Insurance Group Inc/ | Stock-Other | 0.22% | — | — | |
| 41 | PCAR | Paccar Inc | Stock-Industrials | 0.17% | -0.01% | -49.00% | |
| 42 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.17% | -0.08% | — | |
| 43 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.15% | -0.01% | -28.68% | |
| 44 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.13% | — | -2.04% | |
| 45 | FLR | Fluor CORP | Stock-Industrials | 0.12% | — | — | |
| 46 | IGF | Ishares Global Infrastructur | ETF-Other | 0.12% | -0.01% | +11.43% | |
| 47 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.12% | — | — | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.12% | — | — | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.11% | +0.01% | -58.41% | |
| 50 | WIT | Wipro Ltd-adr | Stock-Other | 0.11% | -0.02% | -8.98% |
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 67 disclosed positions in Q1 2025.
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 7.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $250.5M
During Q1 2025, Laird Norton Wetherby Trust Company, LLC's top holdings by market value included MSFT (40.3%)、VEU (10.4%)、VTI (6.9%). The largest single position, MSFT, represented 40.3% of total portfolio value.
In Q1 2025, Laird Norton Wetherby Trust Company, LLC made 67 total portfolio adjustments, initiating 67 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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