Laird-Norton-Wetherby-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "PINS",
  "SE",
  "FSV",
  "GTES",
  "FLEX",
  "MPWR",
  "MTCH",
  "NVR",
  "ARGX",
  "POOL",
  "CIB",
  "TROW",
  "ITUB",
  "RJF",
  "AES",
  null,
  "ARW",
  "MOS",
  "EDU",
  "ENTG",
  "AKAM",
  null,
  "GIL",
  "IMO",
  "HUM",
  "PCG",
  "RF",
  "QSR",
  "BCE",
  "ATR",
  "MU",
  null,
  "ACN",
  "KBH",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "BABA",
  "RVT",
  "JLL",
  "ALL",
  "GOOGL",
  "ALNY",
  "AXP",
  "JFR",
  "AEG",
  "AU",
  "AFRM",
  "JOE",
  "AIG",
  "MT",
  "TEAM",
  "ASML",
  "T",
  "BILI",
  "BRFS",
  "BLK",
  "ASX",
  "E",
  "ADX",
  "AYI",
  "EC",
  null,
  "CAT",
  "BUD",
  "AVDE",
  "AVGO",
  "APP",
  "LOW",
  "BRO",
  "CP.TO",
  "BDJ",
  "FMS",
  "ARCC",
  "GMAB",
  "GDS",
  "SAN",
  "BTZ",
  "BIDU",
  "BSX",
  "RQI",
  "SBS",
  "EMO",
  null,
  "DBEF",
  "CCI",
  "COF",
  "CMI",
  "PHG",
  "LNC",
  "DUK",
  "D",
  "NICE",
  "MYRG",
  "DT",
  "NAD",
  "GHY",
  null,
  "PTY",
  "RDFN",
  "EBAY",
  "RUM",
  "PHT",
  "RC",
  "TYG",
  "SSL",
  "EQNR",
  "EOG",
  "THQ",
  "EXPE",
  "EXPD",
  "EOD",
  "PNR",
  "LOGI",
  "FERG",
  "FCX",
  "FITB",
  "LDP",
  "KIO",
  "GD",
  "AOD",
  "GILD",
  null,
  "ANRO",
  "GIS",
  "HLT",
  "ACRE",
  "BGB",
  "HON",
  "HD",
  "HPQ",
  "IBN",
  "AZN",
  null,
  "MCD",
  "INTU",
  null,
  null,
  "FTS",
  "FMX",
  null,
  "FE",
  "SNN",
  "UNP",
  "QCOM",
  "SCCO",
  "FUBO",
  "ISRG",
  null,
  "HUBB",
  "HSBC",
  "HUBS",
  "GUG",
  "INBX",
  "HMC",
  null,
  "HWM",
  "LEN",
  "ITW",
  "INGR",
  "AMAT",
  "RIVN",
  "ING",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  "KEP",
  null,
  null,
  null,
  "MEOH",
  null,
  "IVW",
  "PGRE",
  "IJH",
  null,
  null,
  "RLX",
  "SUZ",
  "UGP",
  "CURV",
  null,
  null,
  null,
  "IQV",
  null,
  "JRS",
  "KGC",
  "KMI",
  "LHX",
  "LRCX",
  "LIN",
  "SCD",
  null,
  "L",
  "BWG",
  "MPC",
  "MMC",
  "SLF",
  "PWR",
  "MRVL",
  "MA",
  "EXEL",
  "PODD",
  "RTO",
  "MDT",
  "APA",
  "MSFT",
  "MAA",
  "MFG",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "ENPH",
  "NDAQ",
  null,
  "EQIX",
  "EQT",
  "TAL",
  "EXC",
  "EVR",
  "FCNCA",
  "FICO",
  "FIS",
  "FTV",
  "GE",
  "THG",
  "NTRS",
  "NI",
  "HMY",
  "HIG",
  "HES",
  "HAS",
  "HOLX",
  "HRL",
  "NVS",
  "NU",
  "FMC",
  "OXY",
  null,
  "ILMN",
  "OMC",
  "ODFL",
  "EMD",
  "IGD",
  "ORLY",
  "IX",
  "EMN",
  "ADM",
  null,
  "PCAR",
  "DLN",
  "ALK",
  "AER",
  "BX",
  "HSY",
  "BGX",
  "AMP",
  "FAST",
  "ANSS",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  "EOS",
  "DASH",
  "PAYX",
  "VGIT",
  "DOC",
  "NNN",
  "REG",
  "EEM",
  "IWF",
  "PHI",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "DNP",
  "PGR",
  "IEMG",
  "IVV",
  "PBR",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "KB",
  "PSTG",
  "KEYS",
  "MGA",
  "LPLA",
  "MKC",
  "MDB",
  "MPW",
  "KIND",
  "NMR",
  "JPC",
  "AMGN",
  "MAS",
  "ORA",
  "MSTR",
  "DGX",
  "PPG",
  "REGN",
  "FNDX",
  null,
  "ROK",
  "IEFA",
  "SPGI",
  "RY",
  "RELX",
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RS",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  null,
  "RITM",
  "BP",
  "AMT",
  "RSG",
  "IBM",
  "SSNC",
  "STLD",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "TEL",
  "VIV",
  "CI",
  "TPR",
  "TXN",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TKC",
  "TRV",
  "TSN",
  "TYL",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "UNM",
  "UPS",
  "VO",
  "AA",
  "NEM",
  "MET",
  "VXF",
  "VV",
  "RCL",
  "VOE",
  "NBTB",
  "MRNA",
  "SCHW",
  "MNST",
  "ALC",
  "VWO",
  "LKQ",
  null,
  "JBL",
  "VSS",
  null,
  "BXMX",
  "CHT",
  null,
  "KYN",
  "IWV",
  "SBAC",
  null,
  "PRF",
  null,
  "NGG",
  "PKX",
  "DSL",
  "EME",
  "FIVN",
  "VIG",
  "LYG",
  "TTE",
  "TRGP",
  null,
  null,
  "TEF",
  "TSCO",
  "IWO",
  "SU",
  "WY",
  "MTD",
  null,
  "GDDY",
  "SNY",
  "IEF",
  "GL",
  "GGG",
  "TSM",
  "IT",
  "GSK",
  "OHI",
  "GPN",
  "GFI",
  "RMD",
  null,
  "ETR",
  "BN.TO",
  "VTR",
  null,
  "VYM",
  "DD",
  "VRTX",
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "VRT",
  "MUR",
  "RRC",
  "LECO",
  "PVH",
  "MUSA",
  "PEN",
  "UGI",
  "VOYA",
  "ADSK",
  "AON",
  "SFM",
  "AEE",
  "GM",
  "HAL",
  "VNO",
  "ACGL",
  "TMHC",
  "AVY",
  "ALB",
  "SNX",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "AVB",
  "SDY",
  "FI",
  "DRI",
  "NTRA",
  "DOV",
  "WAB",
  "TAP",
  "IP",
  "DLTR",
  "F",
  "DECK",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "FSLR",
  "FTNT",
  "IWR",
  "WCN",
  "HSIC",
  "EFX",
  "IR",
  "WEX",
  "AIZ",
  "CAH",
  "AEP",
  "BKR",
  "CIGI",
  "CSAN",
  "SID",
  "ELP",
  "ENIC",
  "SGOL",
  "ES",
  "ASR",
  "IPG",
  "IFF",
  null,
  "KT",
  "IDXX",
  "IEX",
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  "NIO",
  null,
  "TTWO",
  "CMS",
  "IVE",
  "LCID",
  "HCA",
  "PFG",
  "LUV",
  "OVV",
  "SQM",
  "ESGD",
  "DKS",
  "LI",
  "REXR",
  "DOX",
  "NWSA",
  "HDB",
  "TME",
  "NTES",
  "ABEV",
  "HBAN",
  "PDD",
  "RGA",
  "ACM",
  "URG",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  "VALE",
  null,
  null,
  "VXUS",
  "VOOG",
  "BNDX",
  "VTEB",
  "BND",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VRSN",
  "V",
  null,
  "VIPS",
  "VST",
  "VICI",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WDI",
  "WES",
  "WDC",
  "WFC",
  "WAL",
  "WST",
  "WELL",
  "WSM",
  "WIT",
  "WPM",
  "WTW",
  "WMB",
  "WWD",
  "WIX",
  null,
  "WDS",
  "WF",
  "WPP",
  "WPC",
  "XPEV",
  "XEL",
  "WDAY",
  "YUM",
  "XYL",
  "ZBRA",
  "IUSG",
  "UMC",
  "DTE",
  "OC",
  "GRMN",
  "PTC",
  "CART",
  "G",
  "MTB",
  "JHG",
  "CNQ",
  "GEN",
  "AEM",
  "SCHD",
  "ET",
  "BIIB",
  "DVY",
  "CHKP",
  "JHX",
  "SCHF",
  "IHG",
  "SCHA",
  "JD",
  "JNPR",
  "KRC",
  "MSCI",
  "JKHY",
  "EIX",
  "NSC",
  "NOK",
  "LUMN",
  "RDY",
  "INFY",
  "LBRDK",
  "JCI",
  "NXPI",
  "LH",
  "MOH",
  "MFC",
  "KDP",
  "MKL",
  "MGM",
  "ESLT",
  "ICL",
  null,
  "TER",
  "SO",
  "TAK",
  "TTD",
  "ON",
  "SON",
  "SBSW",
  "TRP",
  "OKTA",
  "OTIS",
  "PB",
  "PSX",
  "OPEN",
  "TCOM",
  "CRM",
  "SHG",
  "STN",
  "RBLX",
  "TDY",
  null,
  "RUN",
  "S",
  "SUI",
  "PSO",
  "SYY",
  "PTEN",
  "DIA",
  "TS",
  "SPOT",
  "MANH",
  "LYV",
  null,
  "LYB",
  "ZION",
  "HALO",
  null,
  "GEV",
  "MELI",
  "TRI.TO",
  "ZBH",
  "GAP",
  "MCK",
  "NVT",
  "IRTC",
  "EXR",
  "GWW",
  "ESGU",
  "NTAP",
  "PSA",
  "UDR",
  "SYF",
  "NUE",
  "NRG",
  "PAYC",
  "FDX",
  "AME",
  "ALLY",
  "STLA",
  "STM",
  null,
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "AXTA",
  "BALL",
  "BAC",
  null,
  "BBVA",
  "BBD",
  "BNS",
  "BMO",
  "BCS",
  "BK",
  "BRK-B",
  "BDX",
  "BSY",
  "BHP",
  "BBY",
  "TECH",
  "BOKF",
  "BA",
  null,
  "BMY",
  "BTI",
  "BAM.TO",
  "BR",
  "BG",
  "CBT",
  "BWXT",
  "BXP",
  "CAE",
  "CCJ",
  "CM",
  "CPB",
  "CNI",
  "CDNS",
  "CPT",
  "CARR",
  "CBOE",
  "CBRE",
  "CDW",
  "CX",
  "CVE",
  "CNC",
  "CNP",
  "CERS",
  "CF",
  "CRL",
  "CVX",
  "LNG",
  "CHTR",
  "CINF",
  "CIG",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "CLH",
  "NET",
  "C",
  "CLX",
  "CNA",
  "CNX",
  "CME",
  null,
  "KO",
  "CCEP",
  "CMA",
  "COHR",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "CMC",
  "CAG",
  "COP",
  "CNXC",
  "STZ",
  "CEG",
  "CPRT",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "BAP",
  "CUZ",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "CYBR",
  "DHR",
  "DDOG",
  "DVA",
  "DELL",
  "DAR",
  "DE",
  "DB",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  "DFAC",
  "DFS",
  "DLB",
  "DLR",
  "DOCU",
  "DCI",
  "EWJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "TTEK",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-14
Total Holdings: 897
Total Value: 1187632508
Accession Number: 0001172661-25-000924
Form Type: 13F-HR
CIK: laird-norton-wetherby-wealth-management
Manager Name: Laird-Norton-Wetherby-Wealth-Management

Data Enrichment

93% identified

835 identified62 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

897 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 45

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Apple Inc.

AAPL|037833100

Shares:654.0K

Value:$163.8M

% of Portfolio:13.8% ($163.8M/$1.2B)

AMAZON COM INC

AMZN|023135106

Shares:317.3K

Value:$69.6M

% of Portfolio:5.9% ($69.6M/$1.2B)

Alphabet Inc.

GOOGL|02079K305

Shares:217.1K

Value:$41.1M

% of Portfolio:3.5% ($41.1M/$1.2B)

Meta Platforms, Inc.

META|30303M102

Shares:55.5K

Value:$32.5M

% of Portfolio:2.7% ($32.5M/$1.2B)

ELI LILLY & Co

LLY|532457108

Shares:24.2K

Value:$18.7M

% of Portfolio:1.6% ($18.7M/$1.2B)

VISA INC.

V|92826C839

Shares:51.4K

Value:$16.2M

% of Portfolio:1.4% ($16.2M/$1.2B)

COMMERCIAL METALS Co

CMC|201723103

Shares:287.2K

Value:$14.2M

% of Portfolio:1.2% ($14.2M/$1.2B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:13.7K

Value:$12.5M

% of Portfolio:1.1% ($12.5M/$1.2B)

Merck & Co., Inc.

MRK|58933Y105

Shares:121.8K

Value:$12.1M

% of Portfolio:1.0% ($12.1M/$1.2B)

Mastercard Inc

MA|57636Q104

Shares:23.0K

Value:$12.1M

% of Portfolio:1.0% ($12.1M/$1.2B)

HOME DEPOT, INC.

HD|437076102

Shares:29.4K

Value:$11.4M

% of Portfolio:1.0% ($11.4M/$1.2B)

464287309

IVW|464287309

Shares:112.1K

Value:$11.4M

% of Portfolio:1.0% ($11.4M/$1.2B)

ORACLE CORP

ORCL|68389X105

Shares:57.8K

Value:$9.6M

% of Portfolio:0.8% ($9.6M/$1.2B)

922908363

VOO|922908363

Shares:17.2K

Value:$9.3M

% of Portfolio:0.8% ($9.3M/$1.2B)

PROCTER & GAMBLE Co

PG|742718109

Shares:51.6K

Value:$8.6M

% of Portfolio:0.7% ($8.6M/$1.2B)

NOVO NORDISK A S

NVO|670100205

Shares:92.9K

Value:$8.0M

% of Portfolio:0.7% ($8.0M/$1.2B)

Arista Networks, Inc.

ANET|040413205

Shares:66.4K

Value:$7.3M

% of Portfolio:0.6% ($7.3M/$1.2B)

EXXON MOBIL CORP

XOM|30231G102

Shares:65.4K

Value:$7.0M

% of Portfolio:0.6% ($7.0M/$1.2B)

SAP SE

SAP|803054204

Shares:26.3K

Value:$6.5M

% of Portfolio:0.5% ($6.5M/$1.2B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:11.2K

Value:$6.4M

% of Portfolio:0.5% ($6.4M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	654.0K	QoQ +8315.36% (+646.3K) YoY-	All Managers (Combined)	$163.8M	13.8% ($163.8M/$1.2B)	QoQ +8944.67% (+$162.0M) YoY-
AMAZON COM INC(AMZNcusip023135106)	317.3K	QoQ -6.35% (-21.5K) YoY-	All Managers (Combined)	$69.6M	5.9% ($69.6M/$1.2B)	QoQ +10.26% (-$6.5M) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	217.1K	QoQ +3131.74% (+210.4K) YoY-	All Managers (Combined)	$41.1M	3.5% ($41.1M/$1.2B)	QoQ +3588.67% (+$40.0M) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	55.5K	QoQ +380.75% (+44.0K) YoY-	All Managers (Combined)	$32.5M	2.7% ($32.5M/$1.2B)	QoQ +391.73% (+$25.9M) YoY-
ELI LILLY & Co(LLYcusip532457108)	24.2K	QoQ +29446.34% (+24.1K) YoY-	All Managers (Combined)	$18.7M	1.6% ($18.7M/$1.2B)	QoQ +25558.63% (+$18.6M) YoY-
VISA INC.(Vcusip92826C839)	51.4K	QoQ -3.50% (-1.9K) YoY-	All Managers (Combined)	$16.2M	1.4% ($16.2M/$1.2B)	QoQ +10.91% (-$1.6M) YoY-
COMMERCIAL METALS Co(CMCcusip201723103)	287.2K	QoQ -0.21% (-633) YoY-	All Managers (Combined)	$14.2M	1.2% ($14.2M/$1.2B)	QoQ -9.95% (-$1.6M) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	13.7K	QoQ -3.11% (-439) YoY-	All Managers (Combined)	$12.5M	1.1% ($12.5M/$1.2B)	QoQ +0.13% (-$17.3K) YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	121.8K	QoQ +8596.64% (+120.4K) YoY-	All Managers (Combined)	$12.1M	1.0% ($12.1M/$1.2B)	QoQ +7518.53% (+$12.0M) YoY-
Mastercard Inc(MAcusip57636Q104)	23.0K	QoQ +6219.23% (+22.6K) YoY-	All Managers (Combined)	$12.1M	1.0% ($12.1M/$1.2B)	QoQ +6643.40% (+$11.9M) YoY-
HOME DEPOT, INC.(HDcusip437076102)	29.4K	QoQ +3044.38% (+28.5K) YoY-	All Managers (Combined)	$11.4M	1.0% ($11.4M/$1.2B)	QoQ +2918.64% (+$11.1M) YoY-
(IVWcusip464287309)	112.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$11.4M	1.0% ($11.4M/$1.2B)	QoQ +6.03% (+$648.1K) YoY-
ORACLE CORP(ORCLcusip68389X105)	57.8K	QoQ -3.84% (-2.3K) YoY-	All Managers (Combined)	$9.6M	0.8% ($9.6M/$1.2B)	QoQ -5.96% (-$611.2K) YoY-
(VOOcusip922908363)	17.2K	QoQ +2130.73% (+16.4K) YoY-	All Managers (Combined)	$9.3M	0.8% ($9.3M/$1.2B)	QoQ +2176.54% (+$8.9M) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	51.6K	QoQ -3.76% (-2.0K) YoY-	All Managers (Combined)	$8.6M	0.7% ($8.6M/$1.2B)	QoQ -6.85% (-$636.1K) YoY-
NOVO NORDISK A S(NVOcusip670100205)	92.9K	QoQ +3163.00% (+90.0K) YoY-	All Managers (Combined)	$8.0M	0.7% ($8.0M/$1.2B)	QoQ +2257.66% (+$7.6M) YoY-
Arista Networks, Inc.(ANETcusip040413205)	66.4K	QoQ NEW(+66.4K) YoY-	All Managers (Combined)	$7.3M	0.6% ($7.3M/$1.2B)	QoQ NEW(+$7.3M) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	65.4K	QoQ -9.03% (-6.5K) YoY-	All Managers (Combined)	$7.0M	0.6% ($7.0M/$1.2B)	QoQ -16.51% (-$1.4M) YoY-
SAP SE(SAPcusip803054204)	26.3K	QoQ -5.78% (-1.6K) YoY-	All Managers (Combined)	$6.5M	0.5% ($6.5M/$1.2B)	QoQ +1.25% (-$80.0K) YoY-
GOLDMAN SACHS GROUP INC(GScusip38141G104)	11.2K	QoQ -4.37% (-511) YoY-	All Managers (Combined)	$6.4M	0.5% ($6.4M/$1.2B)	QoQ +10.59% (-$612.8K) YoY-