Wetherby Asset Management

Latest statistics and disclosures from Laird Norton Wetherby Wealth Management's latest quarterly 13F-HR filing:

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Portfolio Holdings for Laird Norton Wetherby Wealth Management

Laird Norton Wetherby Wealth Management holds 897 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Laird Norton Wetherby Wealth Management has 897 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.0 $166M -6% 662k 250.41
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Microsoft Corporation (MSFT) 4.6 $97M -4% 230k 421.50
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Vanguard Index Fds Total Stk Mkt (VTI) 4.4 $91M 315k 289.81
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NVIDIA Corporation (NVDA) 4.4 $91M -6% 678k 134.29
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Amazon (AMZN) 3.4 $72M -6% 326k 219.38
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Alphabet Cap Stk Cl A (GOOGL) 2.0 $42M -5% 223k 189.31
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Meta Platforms Cl A (META) 1.9 $39M -2% 67k 585.49
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $36M 62k 586.08
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.7 $35M 732k 47.82
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.5 $31M -2% 264k 117.48
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Tesla Motors (TSLA) 1.1 $22M -3% 55k 403.84
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.0 $21M -6% 109k 197.50
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JPMorgan Chase & Co. (JPM) 1.0 $21M -3% 89k 239.71
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Netflix (NFLX) 1.0 $20M -2% 23k 891.32
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Broadcom (AVGO) 0.9 $20M -3% 85k 231.84
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Visa Com Cl A (V) 0.8 $17M -3% 54k 316.05
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Alphabet Cap Stk Cl C (GOOG) 0.8 $17M 88k 190.44
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Eli Lilly & Co. (LLY) 0.8 $16M -6% 24k 656.33
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Commercial Metals Company (CMC) 0.7 $14M 287k 49.60
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Costco Wholesale Corporation (COST) 0.6 $13M -3% 14k 917.13
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Mastercard Incorporated Cl A (MA) 0.6 $12M -2% 23k 526.20
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Merck & Co (MRK) 0.6 $12M 123k 99.50
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Home Depot (HD) 0.6 $12M -4% 30k 388.99
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UnitedHealth (UNH) 0.6 $12M -5% 23k 505.86
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $11M 112k 101.53
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Johnson & Johnson (JNJ) 0.5 $11M -7% 77k 144.62
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Ishares Tr S&p 500 Val Etf (IVE) 0.5 $11M -18% 55k 190.88
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Wal-Mart Stores (WMT) 0.5 $10M -4% 114k 90.35
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Accenture Plc Ireland Shs Class A (ACN) 0.5 $10M 29k 351.79
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Oracle Corporation (ORCL) 0.5 $10M -3% 58k 174.57
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $9.7M +8% 18k 539.01
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salesforce (CRM) 0.4 $9.3M 28k 334.33
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Procter & Gamble Company (PG) 0.4 $8.8M -3% 53k 167.73
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $8.4M 190k 44.04
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Novo-nordisk A S Adr (NVO) 0.4 $8.2M -5% 96k 86.02
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Bank of America Corporation (BAC) 0.4 $8.0M -5% 182k 43.95
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $7.8M +31% 109k 71.91
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Arista Networks Com Shs (ANET) 0.4 $7.6M NEW 69k 110.52
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Abbvie (ABBV) 0.4 $7.5M -5% 43k 177.70
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Ishares Tr Rus 1000 Etf (IWB) 0.3 $7.2M 22k 322.15
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Exxon Mobil Corporation (XOM) 0.3 $7.2M -9% 67k 107.57
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Ishares Tr Russell 3000 Etf (IWV) 0.3 $7.0M 21k 334.25
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Asml Holding N V N Y Registry Shs (ASML) 0.3 $7.0M -7% 10k 693.08
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Te Connectivity Ord Shs (TEL) 0.3 $6.8M -4% 48k 142.97
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S&p Global (SPGI) 0.3 $6.8M 14k 498.03
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Cisco Systems (CSCO) 0.3 $6.7M -2% 114k 59.20
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Sap Se Spon Adr (SAP) 0.3 $6.5M -5% 26k 245.61
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American Express Company (AXP) 0.3 $6.4M -7% 22k 296.79
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Goldman Sachs (GS) 0.3 $6.4M -4% 11k 572.63
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Adobe Systems Incorporated (ADBE) 0.3 $6.3M -6% 14k 445.00
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Penumbra (PEN) 0.3 $6.3M 27k 237.48
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Abbott Laboratories (ABT) 0.3 $6.3M -3% 56k 113.11
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Servicenow (NOW) 0.3 $5.9M 5.5k 1060.12
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McDonald's Corporation (MCD) 0.3 $5.9M -4% 20k 289.88
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Walt Disney Company (DIS) 0.3 $5.8M -2% 52k 111.32
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Intuit (INTU) 0.3 $5.7M -5% 9.1k 628.50
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Advanced Micro Devices (AMD) 0.3 $5.7M -12% 47k 120.79
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Qualcomm (QCOM) 0.3 $5.5M -7% 36k 153.62
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Coca-Cola Company (KO) 0.3 $5.5M -9% 88k 62.26
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Pepsi (PEP) 0.3 $5.3M -10% 35k 152.06
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Toyota Motor Corp Ads (TM) 0.3 $5.2M -6% 27k 194.61
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Union Pacific Corporation (UNP) 0.2 $5.0M -4% 22k 228.04
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Danaher Corporation (DHR) 0.2 $4.9M -9% 21k 229.58
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $4.8M 12k 401.58
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TransDigm Group Incorporated (TDG) 0.2 $4.8M 3.8k 1267.28
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Novartis Sponsored Adr (NVS) 0.2 $4.8M -5% 49k 97.31
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TJX Companies (TJX) 0.2 $4.8M 40k 121.00
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Charles Schwab Corporation (SCHW) 0.2 $4.7M -27% 63k 74.03
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Motorola Solutions Com New (MSI) 0.2 $4.7M 10k 462.23
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Chevron Corporation (CVX) 0.2 $4.6M -13% 32k 144.85
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Infosys Sponsored Adr (INFY) 0.2 $4.6M -4% 212k 21.92
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Applied Materials (AMAT) 0.2 $4.6M -6% 28k 162.64
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $4.6M 35k 128.82
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Astrazeneca Sponsored Adr (AZN) 0.2 $4.6M -9% 70k 65.52
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Automatic Data Processing (ADP) 0.2 $4.5M -2% 16k 292.74
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Sony Group Corp Sponsored Adr (SONY) 0.2 $4.5M +388% 214k 21.16
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Global Payments (GPN) 0.2 $4.5M 40k 113.00
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $4.4M 7.8k 569.59
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Eaton Corp SHS (ETN) 0.2 $4.4M -4% 13k 331.86
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Caterpillar (CAT) 0.2 $4.3M -3% 12k 362.76
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Thermo Fisher Scientific (TMO) 0.2 $4.3M -9% 8.3k 520.23
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Amgen (AMGN) 0.2 $4.3M -7% 16k 260.64
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Progressive Corporation (PGR) 0.2 $4.2M -3% 18k 239.62
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Linde SHS (LIN) 0.2 $4.2M -8% 10k 418.73
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Ubs Group SHS (UBS) 0.2 $4.1M -3% 136k 30.32
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Lowe's Companies (LOW) 0.2 $4.1M -6% 17k 246.80
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $4.1M +3% 55k 75.61
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Texas Instruments Incorporated (TXN) 0.2 $4.1M -6% 22k 187.51
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $4.0M 21k 195.83
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Williams-Sonoma (WSM) 0.2 $4.0M -2% 21k 185.18
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Wipro Spon Adr 1 Sh (WIT) 0.2 $3.9M +86% 1.1M 3.54
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $3.9M 75k 52.16
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Moody's Corporation (MCO) 0.2 $3.9M 8.2k 473.37
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Stryker Corporation (SYK) 0.2 $3.9M -2% 11k 360.05
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Morgan Stanley Com New (MS) 0.2 $3.9M -3% 31k 125.72
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International Business Machines (IBM) 0.2 $3.8M -3% 17k 219.83
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Verisk Analytics (VRSK) 0.2 $3.8M +4% 14k 275.43
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Ecolab (ECL) 0.2 $3.7M 16k 234.32
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $3.7M 65k 57.41
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Gilead Sciences (GILD) 0.2 $3.7M 40k 92.37
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Icici Bank Adr (IBN) 0.2 $3.6M -4% 122k 29.86
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Wells Fargo & Company (WFC) 0.2 $3.6M -4% 52k 70.24
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Palo Alto Networks (PANW) 0.2 $3.6M +92% 20k 181.96
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Cbre Group Cl A (CBRE) 0.2 $3.6M 27k 131.29
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Vanguard Index Fds Growth Etf (VUG) 0.2 $3.6M +2% 8.7k 410.44
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Booking Holdings (BKNG) 0.2 $3.5M 708.00 4968.42
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Starbucks Corporation (SBUX) 0.2 $3.5M +3% 38k 91.25
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Raytheon Technologies Corp (RTX) 0.2 $3.5M -6% 30k 115.72
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Rbc Cad (RY) 0.2 $3.4M -4% 28k 120.51
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Omni (OMC) 0.2 $3.4M 39k 86.04
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McKesson Corporation (MCK) 0.2 $3.3M 5.8k 569.91
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Cigna Corp (CI) 0.2 $3.3M -9% 11k 298.25
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Philip Morris International (PM) 0.2 $3.2M 27k 120.35
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Workday Cl A (WDAY) 0.2 $3.2M 12k 258.03
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Honeywell International (HON) 0.2 $3.2M -6% 14k 225.89
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Dr Reddys Labs Adr (RDY) 0.2 $3.2M +376% 200k 15.79
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $3.1M 14k 220.96
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Johnson Ctls Intl SHS (JCI) 0.1 $3.1M 40k 78.93
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Kb Finl Group Sponsored Adr (KB) 0.1 $3.1M -10% 55k 56.90
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $3.1M 50k 62.31
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $3.1M 6.0k 511.46
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Prologis (PLD) 0.1 $3.1M -4% 29k 105.70
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Hartford Financial Services (HIG) 0.1 $3.1M -2% 28k 109.40
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Xylem (XYL) 0.1 $3.1M +16% 26k 116.02
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Blackrock (BLK) 0.1 $3.1M NEW 3.0k 1026.69
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Verizon Communications (VZ) 0.1 $3.1M -16% 76k 39.99
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PNC Financial Services (PNC) 0.1 $3.0M -4% 16k 192.85
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $3.0M 61k 49.46
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Target Corporation (TGT) 0.1 $3.0M -7% 20k 155.00
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Bank of New York Mellon Corporation (BK) 0.1 $3.0M -6% 39k 76.83
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Arch Cap Group Ord (ACGL) 0.1 $3.0M 33k 92.35
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Relx Sponsored Adr (RELX) 0.1 $3.0M -5% 66k 45.42
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Ge Aerospace Com New (GE) 0.1 $3.0M -8% 18k 166.79
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Ishares Core Msci Emkt (IEMG) 0.1 $2.9M 57k 52.22
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.9M 11k 263.79
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Illinois Tool Works (ITW) 0.1 $2.9M -3% 12k 253.57
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Thomson Reuters Corp. (TRI) 0.1 $2.9M -3% 18k 160.38
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At&t (T) 0.1 $2.8M -16% 124k 22.77
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Metropcs Communications (TMUS) 0.1 $2.8M -3% 13k 220.73
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Hdfc Bank Sponsored Ads (HDB) 0.1 $2.8M -10% 44k 63.86
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Fiserv (FI) 0.1 $2.8M -8% 14k 205.42
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $2.8M 29k 96.53
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Analog Devices (ADI) 0.1 $2.8M -7% 13k 212.46
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Comcast Corp Cl A (CMCSA) 0.1 $2.7M -11% 73k 37.53
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $2.7M -3% 4.7k 588.62
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Unilever Spon Adr New (UL) 0.1 $2.7M -6% 48k 56.70
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Shell Spon Ads (SHEL) 0.1 $2.7M -9% 44k 62.73
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Five9 (FIVN) 0.1 $2.7M 67k 40.64
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Deere & Company (DE) 0.1 $2.7M -3% 6.4k 423.72
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $2.7M 65k 40.92
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Sherwin-Williams Company (SHW) 0.1 $2.7M 7.8k 339.93
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Citigroup Com New (C) 0.1 $2.6M 38k 70.39
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.6M +3% 62k 41.82
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Cummins (CMI) 0.1 $2.6M 7.4k 348.60
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Nextera Energy (NEE) 0.1 $2.6M -5% 36k 71.69
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $2.5M +186% 93k 27.32
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Bristol Myers Squibb (BMY) 0.1 $2.5M +5% 45k 56.56
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Enbridge (ENB) 0.1 $2.5M -5% 60k 42.43
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Lockheed Martin Corporation (LMT) 0.1 $2.5M -5% 5.2k 485.94
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $2.5M -2% 22k 115.22
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.5M -2% 19k 132.10
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Ferrari Nv Ord (RACE) 0.1 $2.5M -11% 5.8k 424.86
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General Motors Company (GM) 0.1 $2.5M -7% 46k 53.17
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $2.5M 13k 190.12
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Equinix (EQIX) 0.1 $2.4M 2.6k 942.89
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Hilton Worldwide Holdings (HLT) 0.1 $2.4M -11% 9.6k 247.16
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Hp (HPQ) 0.1 $2.4M -7% 73k 32.63
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CRH Ord (CRH) 0.1 $2.4M -3% 26k 92.52
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American Tower Reit (AMT) 0.1 $2.4M -4% 13k 183.41
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Sonoco Products Company (SON) 0.1 $2.3M 48k 48.85
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Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $2.3M -8% 162k 14.49
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W.W. Grainger (GWW) 0.1 $2.3M 2.2k 1054.05
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Boston Scientific Corporation (BSX) 0.1 $2.3M -9% 26k 91.12
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Anthem (ELV) 0.1 $2.3M -18% 6.3k 368.90
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Shopify Cl A (SHOP) 0.1 $2.3M -9% 22k 103.95
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Sanofi Sponsored Adr (SNY) 0.1 $2.3M -7% 48k 48.23
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AFLAC Incorporated (AFL) 0.1 $2.3M -7% 22k 103.44
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Kla Corp Com New (KLAC) 0.1 $2.3M -3% 3.6k 631.00
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AutoZone (AZO) 0.1 $2.3M -4% 706.00 3202.00
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State Street Corporation (STT) 0.1 $2.3M 23k 98.15
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Marriott Intl Cl A (MAR) 0.1 $2.3M 9.3k 243.00
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $2.2M -5% 5.6k 402.70
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Pinterest Cl A (PINS) 0.1 $2.2M 77k 29.00
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Waste Management (WM) 0.1 $2.2M -6% 11k 201.79
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Pfizer (PFE) 0.1 $2.2M -29% 83k 26.53
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Parker-Hannifin Corporation (PH) 0.1 $2.2M -3% 3.5k 636.03
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Chubb (CB) 0.1 $2.2M -8% 8.0k 276.30
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Travelers Companies (TRV) 0.1 $2.2M -2% 9.1k 240.90
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Aon Shs Cl A (AON) 0.1 $2.2M 6.1k 359.17
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Nu Hldgs Ord Shs Cl A (NU) 0.1 $2.2M -10% 211k 10.36
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Amphenol Corp Cl A (APH) 0.1 $2.2M -2% 31k 69.45
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Proshares Tr Shrt Russell2000 (RWM) 0.1 $2.2M 115k 18.74
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $2.1M -2% 31k 70.32
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Colgate-Palmolive Company (CL) 0.1 $2.1M -6% 24k 90.91
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Marsh & McLennan Companies (MMC) 0.1 $2.1M -4% 10k 212.41
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Zoetis Cl A (ZTS) 0.1 $2.1M 9.4k 224.00
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $2.1M -30% 27k 76.14
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Dell Technologies CL C (DELL) 0.1 $2.1M -10% 18k 115.19
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CSX Corporation (CSX) 0.1 $2.0M 63k 32.27
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Cadence Design Systems (CDNS) 0.1 $2.0M -4% 6.8k 300.46
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Micron Technology (MU) 0.1 $2.0M -2% 23k 89.00
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Targa Res Corp (TRGP) 0.1 $2.0M -8% 11k 178.50
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Kroger (KR) 0.1 $2.0M 33k 61.15
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ConocoPhillips (COP) 0.1 $2.0M +20% 20k 99.17
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Bhp Group Sponsored Ads (BHP) 0.1 $2.0M +3% 40k 48.84
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Lam Research Corp Com New (LRCX) 0.1 $2.0M NEW 27k 72.23
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Ameriprise Financial (AMP) 0.1 $2.0M 3.7k 532.43
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Trane Technologies SHS (TT) 0.1 $2.0M -2% 6.3k 310.50
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Nike CL B (NKE) 0.1 $1.9M -5% 26k 75.67
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Marathon Petroleum Corp (MPC) 0.1 $1.9M -14% 14k 139.50
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Coca-cola Europacific Partne SHS (CCEP) 0.1 $1.9M 25k 76.81
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Apollo Global Mgmt (APO) 0.1 $1.9M 10k 184.67
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Blackstone Group Inc Com Cl A (BX) 0.1 $1.9M -21% 11k 172.41
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Hca Holdings (HCA) 0.1 $1.9M -5% 5.1k 373.00
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Kkr & Co (KKR) 0.1 $1.9M 13k 147.91
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Bk Nova Cad (BNS) 0.1 $1.9M +2% 35k 53.72
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United Microelectronics Corp Spon Adr New (UMC) 0.1 $1.9M -14% 291k 6.49
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $1.9M 33k 57.45
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Mondelez Intl Cl A (MDLZ) 0.1 $1.8M -10% 32k 58.67
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Allstate Corporation (ALL) 0.1 $1.8M -2% 9.5k 192.81
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Air Products & Chemicals (APD) 0.1 $1.8M 6.3k 290.04
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Paypal Holdings (PYPL) 0.1 $1.8M -3% 21k 85.35
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Diageo Spon Adr New (DEO) 0.1 $1.8M +6% 14k 127.13
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Woori Finl Group Sponsored Ads (WF) 0.1 $1.8M -10% 56k 31.25
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Autodesk (ADSK) 0.1 $1.7M 5.8k 296.00
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $1.7M -11% 146k 11.72
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Digital Realty Trust (DLR) 0.1 $1.7M +2% 9.5k 177.33
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Republic Services (RSG) 0.1 $1.7M -4% 8.3k 201.18
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First Solar (FSLR) 0.1 $1.7M +6% 9.5k 176.24
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Intel Corporation (INTC) 0.1 $1.7M +11% 83k 20.05
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Ross Stores (ROST) 0.1 $1.7M -4% 11k 151.27
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Paychex (PAYX) 0.1 $1.7M -2% 12k 140.22
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Regeneron Pharmaceuticals (REGN) 0.1 $1.7M -6% 2.3k 712.33
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Ing Groep Sponsored Adr (ING) 0.1 $1.6M 104k 15.67
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.6M -4% 6.0k 269.70
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Altria (MO) 0.1 $1.6M -3% 31k 52.29
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Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.1 $1.6M -18% 49k 32.88
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Bank Of Montreal Cadcom (BMO) 0.1 $1.6M 16k 97.05
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American Water Works (AWK) 0.1 $1.6M -3% 13k 124.49
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Medtronic SHS (MDT) 0.1 $1.6M +6% 20k 79.88
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Intuitive Surgical Com New (ISRG) 0.1 $1.6M -6% 5.8k 272.00
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Capital One Financial (COF) 0.1 $1.6M -6% 8.9k 178.32
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Banco Santander Adr (SAN) 0.1 $1.6M 346k 4.56
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Owens Corning (OC) 0.1 $1.6M 9.2k 170.32
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.6M -3% 19k 84.79
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eBay (EBAY) 0.1 $1.6M 25k 61.95
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Norfolk Southern (NSC) 0.1 $1.6M -2% 6.6k 234.72
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Chipotle Mexican Grill (CMG) 0.1 $1.5M -7% 25k 60.30
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Intercontinental Exchange (ICE) 0.1 $1.5M -5% 10k 149.01
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Northrop Grumman Corporation (NOC) 0.1 $1.5M -5% 3.2k 469.29
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Past Filings by Laird Norton Wetherby Wealth Management

SEC 13F filings are viewable for Laird Norton Wetherby Wealth Management going back to 2011

View all past filings
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