$349 Million is the total value of Laird Norton Wetherby Wealth Management, LLC's 740 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOD | New | VODAFONE GROUP PLC NEWspnsr adr no par | $790,000 | – | 21,470 | +100.0% | 0.23% | – |
| VOO | New | VANGUARD INDEX FDS | $326,000 | – | 1,900 | +100.0% | 0.09% | – |
| BPO | New | BROOKFIELD OFFICE PPTYS INC | $253,000 | – | 13,095 | +100.0% | 0.07% | – |
| CIB | New | BANCOLOMBIA S Aspon adr pref | $238,000 | – | 4,217 | +100.0% | 0.07% | – |
| VTR | New | VENTAS INC | $229,000 | – | 3,781 | +100.0% | 0.07% | – |
| IMO | New | IMPERIAL OIL LTD | $223,000 | – | 4,791 | +100.0% | 0.06% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $219,000 | – | 1,757 | +100.0% | 0.06% | – |
| FSLR | New | FIRST SOLAR INC | $218,000 | – | 3,117 | +100.0% | 0.06% | – |
| LUMN | New | CENTURYLINK INC | $218,000 | – | 6,626 | +100.0% | 0.06% | – |
| XLNX | New | XILINX INC | $213,000 | – | 3,922 | +100.0% | 0.06% | – |
| EXC | New | EXELON CORP | $210,000 | – | 6,235 | +100.0% | 0.06% | – |
| JHX | New | JAMES HARDIE INDS PLCsponsored adr | $202,000 | – | 2,961 | +100.0% | 0.06% | – |
| ORLY | New | O REILLY AUTOMOTIVE INC NEW | $201,000 | – | 1,357 | +100.0% | 0.06% | – |
| TLK | New | P T TELEKOMUNIKASI INDONESIAsponsored adr | $203,000 | – | 5,154 | +100.0% | 0.06% | – |
| HIG | New | HARTFORD FINL SVCS GROUP INC | $203,000 | – | 5,753 | +100.0% | 0.06% | – |
| BWA | New | BORGWARNER INC | $200,000 | – | 3,255 | +100.0% | 0.06% | – |
| CPL | New | CPFL ENERGIA S Asponsored adr | $187,000 | – | 11,480 | +100.0% | 0.05% | – |
| AU | New | ANGLOGOLD ASHANTI LTDsponsored adr | $172,000 | – | 10,050 | +100.0% | 0.05% | – |
| TAC | New | TRANSALTA CORP | $139,000 | – | 12,020 | +100.0% | 0.04% | – |
| CNCOY | New | CENCOSUD S Asponsored ads | $111,000 | – | 11,318 | +100.0% | 0.03% | – |
| BSBR | New | BANCO SANTANDER BRASIL S Aads rep 1 unit | $66,000 | – | 11,798 | +100.0% | 0.02% | – |
| GFI | New | GOLD FIELDS LTD NEWsponsored adr | $53,000 | – | 14,251 | +100.0% | 0.02% | – |
| DHOXQ | New | DESARROLLADORA HOMEX S A DEsponsored adr | $20,000 | – | 14,173 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2014-05-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 8.6% |
| MICROSOFT CORP | 42 | Q3 2023 | 4.6% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 5.9% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 5.9% |
| AMAZON COM INC | 42 | Q3 2023 | 2.8% |
| ISHARES TR | 42 | Q3 2023 | 2.8% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 3.4% |
| ISHARES TR | 42 | Q3 2023 | 1.8% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 3.9% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 1.4% |
View Laird Norton Wetherby Wealth Management, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| ADVENT CLAYMORE CONVERTIBLE SECURITIES & INCOME FUND | January 28, 2010 | 11,057 | 0.1% |
View Laird Norton Wetherby Wealth Management, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Laird Norton Wetherby Wealth Management, 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.