$777 Million is the total value of Laird Norton Wetherby Trust Company, LLC's 115 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IDEX | Exit | IDEANOMICS INC | $0 | – | -11,838 | -100.0% | 0.00% | – |
| PINS | Exit | PINTEREST INCcl a | $0 | – | -7,353 | -100.0% | -0.02% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -1,839 | -100.0% | -0.02% | – |
| JEPI | Exit | J P MORGAN EXCHANGE TRADED Fequity premium | $0 | – | -3,989 | -100.0% | -0.03% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,049 | -100.0% | -0.03% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -2,456 | -100.0% | -0.03% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -5,124 | -100.0% | -0.04% | – |
| SGOV | Exit | ISHARES TR0-3 mnth treasry | $0 | – | -4,935 | -100.0% | -0.06% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 12 | Q3 2023 | 34.7% |
| Vanguard Total Stock Market ETF | 12 | Q3 2023 | 27.1% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 20.7% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 10.4% |
| ISHARES TR | 12 | Q3 2023 | 5.9% |
| ISHARES TR | 12 | Q3 2023 | 3.0% |
| SPROTT PHYSICAL GOLD TR | 12 | Q3 2023 | 3.4% |
| ISHARES TR | 12 | Q3 2023 | 5.5% |
| AMAZON COM INC | 12 | Q3 2023 | 1.9% |
| ZILLOW GROUP INC | 12 | Q3 2023 | 3.9% |
View Laird Norton Wetherby Trust Company, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-07 |
| 13F-HR | 2021-11-12 |
View Laird Norton Wetherby Trust Company, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.