Weatherly-Asset-Management-L-P

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-01
Total Holdings
179
Total Value
1115576550
Accession Number
0000934745-25-000004
Form Type
13F-HR
Manager Name
Weatherly-Asset-Management-L-P
Data Enrichment
89% identified
159 identified20 unidentified

Holdings

179 positions
Manager:
Search and click to pin securities to the top
Page 3 of 9
SPDR GOLD TRUST
Shares:
Value:$4.9M
MCKESSON CORP
Shares:
Value:$4.7M
Shell plc
Shares:
Value:$4.6M
Walmart Inc.
Shares:
Value:$4.6M
BERKSHIRE HATHAWAY INC
Shares:
Value:$4.5M
TotalEnergies SE
Shares:
Value:$4.2M
Alphabet Inc.
Shares:
Value:$4.2M
Trane Technologies plc
Shares:
Value:$4.2M
EQUINIX INC
Shares:
Value:$4.1M
NEXTERA ENERGY INC
Shares:
Value:$4.0M
CHEVRON CORP
Shares:
Value:$3.9M
QUALCOMM INC/DE
Shares:
Value:$3.7M
VERIZON COMMUNICATIONS INC
Shares:
Value:$3.5M
JPMORGAN CHASE & CO
Shares:
Value:$3.5M
ABBOTT LABORATORIES
Shares:
Value:$3.3M
Mastercard Inc
Shares:
Value:$3.2M
CISCO SYSTEMS, INC.
Shares:
Value:$3.2M
PayPal Holdings, Inc.
Shares:
Value:$3.2M
ROCKWELL AUTOMATION, INC
Shares:
Value:$3.1M
AT&T INC.
Shares:
Value:$3.1M