13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001279627
Total reported value
$2.4B
$2.4B
931 檔
20.9%
During the Q3 2024 filing period, Laird Norton Wetherby Wealth Management, LLC (CIK: 0001279627) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.4B across 931 reported positions.
In Q3 2024, Laird Norton Wetherby Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 931 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.53% | +6.63% | NEW | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.74% | +5.24% | NEW | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.13% | +4.23% | NEW | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.03% | +5.35% | NEW | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.96% | +2.91% | NEW | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.80% | +1.95% | NEW | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.79% | +2.28% | NEW | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.76% | +1.78% | NEW | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.64% | +1.77% | NEW | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.49% | +1.12% | NEW | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | +0.79% | NEW | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.92% | +1.22% | NEW | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | +1.23% | NEW | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 0.75% | +1.11% | NEW | |
| 15 | CMC | Commercial Metals Co | Stock-Industrials | 0.72% | +0.66% | NEW | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | +0.79% | NEW | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | +1.28% | NEW | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | +1.00% | NEW | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.92% | NEW | |
| 20 | GRND | Grindr Inc | Stock-Other | 0.65% | — | — | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.64% | +0.31% | NEW | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | +0.28% | NEW | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | +0.64% | NEW | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.61% | +0.48% | NEW | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | +0.53% | NEW | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | +0.49% | NEW | |
| 27 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.55% | — | -2.72% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | +0.63% | NEW | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | +0.55% | NEW | |
| 30 | ACN | Accenture plc | Stock-Tech | 0.48% | — | +0.10% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.47% | +0.67% | NEW | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | +0.49% | NEW | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | +0.30% | NEW | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.42% | +0.42% | NEW | |
| 35 | ASML | ASML Holding N.V. | Stock-Tech | 0.42% | +0.43% | NEW | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | +0.42% | NEW | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.52% | NEW | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.40% | +0.29% | NEW | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | +0.32% | NEW | |
| 40 | ANETEUR | Arista Networks Inc | Stock-Other | 0.36% | — | -0.21% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.36% | — | -0.99% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.35% | +0.29% | NEW | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.35% | +0.38% | NEW | |
| 44 | TEL | TE Connectivity plc | Stock-Tech | 0.34% | +0.42% | NEW | |
| 45 | SPGI | S&p Global Inc | Stock-Financials | 0.33% | +0.29% | NEW | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.32% | +0.36% | NEW | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.32% | — | -0.53% | |
| 48 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.32% | +0.31% | NEW | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.30% | — | -0.74% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.30% | — | -5.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.4% | -1.41% | Trim |
| 2 | TEL | TE Connectivity plc | +0.3% | NEW | New buy |
| 3 | META | Meta Platforms Inc-class A | +0.1% | -1.98% | Trim |
| 4 | TSLA | Tesla Inc | +0.1% | -2.88% | Trim |
| 5 | JNJ | Johnson & Johnson | +0.1% | +6.52% | Add |
| 6 | VT | Vanguard Tot World Stk ETF | +0.1% | +1.75% | Add |
| 7 | UNH | Unitedhealth Group Inc | +0.1% | +0.02% | Add |
| 8 | ORCL | Oracle CORP | +0.1% | -2.28% | Trim |
| 9 | ACN | Accenture plc | +0.1% | +0.10% | Add |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.1% | -0.90% | Trim |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.14% | Add |
| 12 | HD | Home Depot Inc | 0% | -5.30% | Trim |
| 13 | ABBV | Abbvie Inc | 0% | -0.90% | Trim |
| 14 | WMT | Walmart Inc | 0% | -5.56% | Trim |
| 15 | BND | Vanguard Total Bond Market | 0% | +15.80% | Add |
| 16 | SPGI | S&p Global Inc | 0% | +1.31% | Add |
| 17 | ANRO | Alto Neuroscience Inc | 0% | NEW | New buy |
| 18 | CBRE | Cbre Group Inc - A | 0% | -0.68% | Trim |
| 19 | AON | Aon plc | 0% | +44.64% | Add |
| 20 | SNY | Sanofi-adr | 0% | +19.59% | Add |
| 21 | INFY | Infosys Ltd-sp Adr | 0% | +0.10% | Add |
| 22 | MA | Mastercard Inc - A | 0% | -1.60% | Trim |
| 23 | AVGO | Broadcom Inc | 0% | +902.22% | Add |
| 24 | IVE | Ishares S&p 500 Value ETF | 0% | -0.07% | Trim |
| 25 | IBM | Intl Business Machines CORP | 0% | -1.00% | Trim |
| 26 | SHW | Sherwin-williams Co/the | 0% | +5.30% | Add |
| 27 | MCD | Mcdonald's CORP | 0% | -4.91% | Trim |
| 28 | AXP | American Express Co | 0% | -2.78% | Trim |
| 29 | KO | Coca-cola Co/the | 0% | -0.53% | Trim |
| 30 | SAP | Sap Se-sponsored Adr | 0% | -0.16% | Trim |
| 31 | PINS | Pinterest Inc- Class A | 0% | -1.46% | Trim |
| 32 | LRCXEUR | Lam Research CORP | 0% | -1.08% | Trim |
| 33 | SCHW | Schwab (charles) CORP | -0.1% | -3.68% | Trim |
| 34 | FIVN | Five9 Inc | -0.1% | +0.43% | Add |
| 35 | AMAT | Applied Materials Inc | -0.1% | +1.46% | Add |
| 36 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -4.07% | Trim |
| 37 | MELI | Mercadolibre Inc | -0.1% | -76.47% | Trim |
| 38 | TM | Toyota Motor CORP -spon Adr | -0.1% | -5.89% | Trim |
| 39 | QCOM | Qualcomm Inc | -0.1% | -0.74% | Trim |
| 40 | LLY | Eli Lilly & Co | -0.1% | -1.84% | Trim |
| 41 | MRK | Merck & Co. Inc. | -0.1% | -2.44% | Trim |
| 42 | ASML | ASML Holding N.V. | -0.1% | -1.55% | Trim |
| 43 | INTC | Intel CORP | -0.1% | -41.20% | Trim |
| 44 | GOOG | Alphabet Inc-cl C | -0.1% | -4.11% | Trim |
| 45 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -2.72% | Trim |
| 46 | NVDA | Nvidia CORP | -0.2% | -0.00% | Trim |
| 47 | GOOGL | Alphabet Inc-cl A | -0.3% | -3.86% | Trim |
| 48 | TEL | TE Connectivity plc | -0.4% | EXIT | Sold out |
| 49 | AMZN | Amazon.com Inc | -0.4% | -5.30% | Trim |
| 50 | MSFT | Microsoft CORP | -0.5% | -2.93% | Trim |
According to official SEC Form 13F filings, Laird Norton Wetherby Wealth Management, LLC reported a total U.S. public equity portfolio value of $2.4B across 931 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 AAPL, MSFT, VTI) accounted for 20.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
TEL
市值: $7.5M
Top Position Liquidated / Trimmed
TEL
前期市值: $7.5M
During Q3 2024, Laird Norton Wetherby Wealth Management, LLC's top holdings by market value included AAPL (7.5%)、MSFT (4.7%)、VTI (4.1%). The largest single position, AAPL, represented 7.5% of total portfolio value.
In Q3 2024, Laird Norton Wetherby Wealth Management, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 14 positions, trimming 33 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.