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CIK: 0001279627
Total reported value
$2.4B
$2.4B
897 檔
21.1%
The Q4 2024 SEC filing reveals that Laird Norton Wetherby Wealth Management, LLC held a total portfolio value of $2.4B, covering 897 public equity positions.
In Q4 2024, Laird Norton Wetherby Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 40 positions and completely liquidating 5 holdings to manage risk exposure.
Showing top 200 holdings (of 897 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.95% | +6.63% | NEW | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.64% | +5.24% | NEW | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.38% | +4.23% | NEW | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.36% | +5.35% | NEW | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.43% | +2.91% | NEW | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.03% | +2.28% | NEW | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.88% | +1.95% | NEW | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.74% | +1.77% | NEW | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.68% | +1.78% | NEW | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.49% | +1.12% | NEW | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.07% | +1.00% | NEW | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.03% | +1.22% | NEW | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | +1.23% | NEW | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 0.96% | +1.11% | NEW | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | +1.28% | NEW | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | +0.79% | NEW | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | +0.79% | NEW | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.92% | NEW | |
| 19 | CMC | Commercial Metals Co | Stock-Industrials | 0.68% | +0.66% | NEW | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | +0.49% | NEW | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | +0.63% | NEW | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.59% | +0.28% | NEW | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | +0.53% | NEW | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | +0.31% | NEW | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | +0.55% | NEW | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | +0.64% | NEW | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.50% | +0.48% | NEW | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | +0.49% | NEW | |
| 29 | ACN | Accenture plc | Stock-Tech | 0.49% | — | -1.83% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.52% | NEW | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.46% | +0.67% | NEW | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.44% | +0.29% | NEW | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | +0.30% | NEW | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.40% | +0.42% | NEW | |
| 35 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.39% | — | -5.94% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.38% | +0.38% | NEW | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.37% | +0.31% | NEW | |
| 38 | ANET | Arista Networks Inc | Stock-Tech | 0.36% | +0.34% | NEW | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | +0.42% | NEW | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.35% | +0.36% | NEW | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | +0.32% | NEW | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.34% | +0.31% | NEW | |
| 43 | ASML | ASML Holding N.V. | Stock-Tech | 0.33% | +0.43% | NEW | |
| 44 | TEL | TE Connectivity plc | Stock-Tech | 0.33% | +0.42% | NEW | |
| 45 | SPGI | S&p Global Inc | Stock-Financials | 0.33% | +0.29% | NEW | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | +0.32% | NEW | |
| 47 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.31% | — | -5.73% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.31% | +0.32% | NEW | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.31% | +0.39% | NEW | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.30% | — | -6.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.5% | -6.21% | Trim |
| 2 | TSLA | Tesla Inc | +0.4% | -3.89% | Trim |
| 3 | ANET | Arista Networks Inc | +0.4% | NEW | New buy |
| 4 | NVDA | Nvidia CORP | +0.3% | -6.62% | Trim |
| 5 | AVGO | Broadcom Inc | +0.3% | -3.69% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -5.48% | Trim |
| 7 | NFLX | Netflix Inc | +0.2% | -2.56% | Trim |
| 8 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | -3.56% | Trim |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -0.49% | Trim |
| 11 | V | Visa Inc-class A Shares | +0.1% | -3.37% | Trim |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -6.49% | Trim |
| 13 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 14 | BND | Vanguard Total Bond Market | +0.1% | +31.89% | Add |
| 15 | CRM | Salesforce Inc | +0.1% | -0.85% | Trim |
| 16 | PEN | Penumbra Inc | +0.1% | -0.77% | Trim |
| 17 | VT | Vanguard Tot World Stk ETF | — | -2.55% | Trim |
| 18 | HD | Home Depot Inc | 0% | -4.71% | Trim |
| 19 | CMC | Commercial Metals Co | 0% | -0.22% | Trim |
| 20 | NVS | Novartis Ag-sponsored Adr | 0% | -5.58% | Trim |
| 21 | QCOM | Qualcomm Inc | 0% | -7.94% | Trim |
| 22 | MRK | Merck & Co. Inc. | -0.1% | -0.36% | Trim |
| 23 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -9.72% | Trim |
| 24 | XOM | Exxon Mobil CORP | -0.1% | -9.07% | Trim |
| 25 | AMGN | Amgen Inc | -0.1% | -7.16% | Trim |
| 26 | ABBV | Abbvie Inc | -0.1% | -5.72% | Trim |
| 27 | TMO | Thermo Fisher Scientific Inc | -0.1% | -9.21% | Trim |
| 28 | PEP | Pepsico Inc | -0.1% | -10.18% | Trim |
| 29 | ESGD | Ishares Trust Ishares Esg Aw | -0.1% | -30.70% | Trim |
| 30 | PFE | Pfizer Inc | -0.1% | -29.68% | Trim |
| 31 | CI | THE Cigna Group | -0.1% | -9.75% | Trim |
| 32 | ADBE | Adobe Inc | -0.1% | -6.83% | Trim |
| 33 | KO | Coca-cola Co/the | -0.1% | -9.43% | Trim |
| 34 | AMAT | Applied Materials Inc | -0.1% | -6.41% | Trim |
| 35 | ELV | Elevance Health Inc | -0.1% | -18.38% | Trim |
| 36 | DHR | Danaher CORP | -0.1% | -9.83% | Trim |
| 37 | VEA | Vanguard Ftse Developed ETF | -0.1% | +0.77% | Add |
| 38 | JNJ | Johnson & Johnson | -0.1% | -7.20% | Trim |
| 39 | UNH | Unitedhealth Group Inc | -0.1% | -5.69% | Trim |
| 40 | ASML | ASML Holding N.V. | -0.1% | -7.78% | Trim |
| 41 | MSFT | Microsoft CORP | -0.1% | -4.63% | Trim |
| 42 | IVE | Ishares S&p 500 Value ETF | -0.1% | -18.36% | Trim |
| 43 | EAGG | Ishares Esg Aware US Aggrega | -0.1% | EXIT | Sold out |
| 44 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 45 | AMD | Advanced Micro Devices | -0.1% | -12.33% | Trim |
| 46 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 47 | LLY | Eli Lilly & Co | -0.2% | -6.19% | Trim |
| 48 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -5.94% | Trim |
| 49 | ANETEUR | Arista Networks Inc | -0.4% | EXIT | Sold out |
| 50 | GRND | Grindr Inc | -0.7% | EXIT | Sold out |
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 897 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 AAPL, MSFT, VTI) accounted for 21.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $7.6M
Top Position Liquidated / Trimmed
GRND
前期市值: $14.1M
During Q4 2024, Laird Norton Wetherby Wealth Management, LLC's top holdings by market value included AAPL (8.0%)、MSFT (4.6%)、VTI (4.4%). The largest single position, AAPL, represented 8.0% of total portfolio value.
In Q4 2024, Laird Norton Wetherby Wealth Management, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 2 positions, trimming 40 holdings, and fully liquidating 5 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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