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 36 of 45

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NUVEEN REAL ESTATE INCOME FUND

JRS|67071B108

Shares:21.3K

Value:$184.1K

% of Portfolio:0.0% ($184.1K/$1.2B)

464287804

IJR|464287804

Shares:1.6K

Value:$183.8K

% of Portfolio:0.0% ($183.8K/$1.2B)

Ares Commercial Real Estate Corp

ACRE|04013V108

Shares:31.2K

Value:$183.8K

% of Portfolio:0.0% ($183.8K/$1.2B)

921937835

BND|921937835

Shares:2.5K

Value:$183.1K

% of Portfolio:0.0% ($183.1K/$1.2B)

PGIM Global High Yield Fund, Inc.

GHY|69346J106

Shares:14.5K

Value:$178.1K

% of Portfolio:0.0% ($178.1K/$1.2B)

Broadcom Inc.

AVGO|11135F101

Shares:761

Value:$176.5K

% of Portfolio:0.0% ($176.5K/$1.2B)

Nuveen S&P 500 BuyWrite Income Fund

BXMX|6706ER101

Shares:12.5K

Value:$175.4K

% of Portfolio:0.0% ($175.4K/$1.2B)

PIONEER HIGH INCOME FUND, INC.

PHT|72369H106

Shares:22.4K

Value:$174.0K

% of Portfolio:0.0% ($174.0K/$1.2B)

KKR Income Opportunities Fund

KIO|48249T106

Shares:13.0K

Value:$173.9K

% of Portfolio:0.0% ($173.9K/$1.2B)

Phillips 66

PSX|718546104

Shares:1.5K

Value:$173.0K

% of Portfolio:0.0% ($173.0K/$1.2B)

Blackstone Long-Short Credit Income Fund

BGX|09257D102

Shares:13.9K

Value:$172.8K

% of Portfolio:0.0% ($172.8K/$1.2B)

BlackRock Enhanced Equity Dividend Trust

BDJ|09251A104

Shares:20.9K

Value:$172.7K

% of Portfolio:0.0% ($172.7K/$1.2B)

WESTERN ASSET EMERGING MARKETS DEBT FUND INC.

EMD|95766A101

Shares:17.9K

Value:$172.1K

% of Portfolio:0.0% ($172.1K/$1.2B)

Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND

IGD|92912T100

Shares:31.7K

Value:$171.7K

% of Portfolio:0.0% ($171.7K/$1.2B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:351

Value:$170.6K

% of Portfolio:0.0% ($170.6K/$1.2B)

abrdn Total Dynamic Dividend Fund

AOD|00326L100

Shares:20.3K

Value:$170.5K

% of Portfolio:0.0% ($170.5K/$1.2B)

Nuveen Quality Municipal Income Fund

NAD|67066V101

Shares:14.6K

Value:$170.4K

% of Portfolio:0.0% ($170.4K/$1.2B)

BrandywineGLOBAL-Global Income Opportunities Fund Inc

BWG|10537L104

Shares:21.1K

Value:$168.6K

% of Portfolio:0.0% ($168.6K/$1.2B)

AES CORP

AES|00130H105

Shares:13.1K

Value:$168.5K

% of Portfolio:0.0% ($168.5K/$1.2B)

Guggenheim Active Allocation Fund

GUG|40170T106

Shares:11.2K

Value:$167.0K

% of Portfolio:0.0% ($167.0K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NUVEEN REAL ESTATE INCOME FUND(JRScusip67071B108)	21.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$184.1K	0.0% ($184.1K/$1.2B)	QoQ -7.20% (-$14.3K) YoY-
(IJRcusip464287804)	1.6K	QoQ -92.34% (-19.2K) YoY-	All Managers (Combined)	$183.8K	0.0% ($183.8K/$1.2B)	QoQ -92.45% (-$2.3M) YoY-
Ares Commercial Real Estate Corp(ACREcusip04013V108)	31.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$183.8K	0.0% ($183.8K/$1.2B)	QoQ -15.85% (-$34.6K) YoY-
(BNDcusip921937835)	2.5K	QoQ +1.23% (-31) YoY-	All Managers (Combined)	$183.1K	0.0% ($183.1K/$1.2B)	QoQ -3.07% (-$5.8K) YoY-
PGIM Global High Yield Fund, Inc.(GHYcusip69346J106)	14.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$178.1K	0.0% ($178.1K/$1.2B)	QoQ -3.59% (-$6.6K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	761	QoQ +0.13% (+1) YoY-	All Managers (Combined)	$176.5K	0.0% ($176.5K/$1.2B)	QoQ +34.62% (+$45.4K) YoY-
Nuveen S&P 500 BuyWrite Income Fund(BXMXcusip6706ER101)	12.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$175.4K	0.0% ($175.4K/$1.2B)	QoQ +1.96% (+$3.4K) YoY-
PIONEER HIGH INCOME FUND, INC.(PHTcusip72369H106)	22.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$174.0K	0.0% ($174.0K/$1.2B)	QoQ -3.12% (-$5.6K) YoY-
KKR Income Opportunities Fund(KIOcusip48249T106)	13.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$173.9K	0.0% ($173.9K/$1.2B)	QoQ -9.34% (-$17.9K) YoY-
Phillips 66(PSXcusip718546104)	1.5K	QoQ -86.26% (-9.5K) YoY-	All Managers (Combined)	$173.0K	0.0% ($173.0K/$1.2B)	QoQ -88.09% (-$1.3M) YoY-
Blackstone Long-Short Credit Income Fund(BGXcusip09257D102)	13.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$172.8K	0.0% ($172.8K/$1.2B)	QoQ -2.73% (-$4.9K) YoY-
BlackRock Enhanced Equity Dividend Trust(BDJcusip09251A104)	20.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$172.7K	0.0% ($172.7K/$1.2B)	QoQ -4.27% (-$7.7K) YoY-
WESTERN ASSET EMERGING MARKETS DEBT FUND INC.(EMDcusip95766A101)	17.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$172.1K	0.0% ($172.1K/$1.2B)	QoQ -5.50% (-$10.0K) YoY-
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND(IGDcusip92912T100)	31.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$171.7K	0.0% ($171.7K/$1.2B)	QoQ -3.90% (-$7.0K) YoY-
LOCKHEED MARTIN CORP(LMTcusip539830109)	351	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$170.6K	0.0% ($170.6K/$1.2B)	QoQ -16.87% (-$34.6K) YoY-
abrdn Total Dynamic Dividend Fund(AODcusip00326L100)	20.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$170.5K	0.0% ($170.5K/$1.2B)	QoQ -7.58% (-$14.0K) YoY-
Nuveen Quality Municipal Income Fund(NADcusip67066V101)	14.6K	QoQ +2.83% (-403) YoY-	All Managers (Combined)	$170.4K	0.0% ($170.4K/$1.2B)	QoQ -3.14% (-$5.5K) YoY-
BrandywineGLOBAL-Global Income Opportunities Fund Inc(BWGcusip10537L104)	21.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$168.6K	0.0% ($168.6K/$1.2B)	QoQ -9.50% (-$17.7K) YoY-
AES CORP(AEScusip00130H105)	13.1K	QoQ +118918.18% (+13.1K) YoY-	All Managers (Combined)	$168.5K	0.0% ($168.5K/$1.2B)	QoQ +73158.69% (+$168.3K) YoY-
Guggenheim Active Allocation Fund(GUGcusip40170T106)	11.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$167.0K	0.0% ($167.0K/$1.2B)	QoQ -10.15% (-$18.9K) YoY-