$1.78 Billion is the total value of Laird Norton Wetherby Wealth Management, LLC's 1217 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 15.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $83,785,000 | +4.7% | 347,023 | -3.7% | 4.70% | -4.7% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $40,806,000 | +10.6% | 85,915 | -0.0% | 2.29% | +0.7% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $31,727,000 | -0.1% | 621,369 | -1.2% | 1.78% | -9.1% |
| PEN | Sell | PENUMBRA INC | $29,090,000 | +7.8% | 101,247 | -0.0% | 1.63% | -1.9% |
| NVDA | Sell | NVIDIA CORPORATION | $18,616,000 | +40.0% | 63,297 | -1.4% | 1.04% | +27.4% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $14,412,000 | +7.4% | 4,981 | -1.0% | 0.81% | -2.3% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $13,503,000 | +12.3% | 161,385 | -0.8% | 0.76% | +2.2% |
| CMC | Sell | COMMERCIAL METALS CO | $11,521,000 | +18.4% | 317,467 | -0.6% | 0.65% | +7.7% |
| V | Sell | VISA INC | $11,093,000 | -3.1% | 51,187 | -0.4% | 0.62% | -11.8% |
| DIS | Sell | DISNEY WALT CO | $9,164,000 | -8.5% | 59,162 | -0.1% | 0.52% | -16.7% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $8,967,000 | -2.5% | 15,814 | -1.1% | 0.50% | -11.4% |
| MRK | Sell | MERCK & CO INC | $8,367,000 | +2.0% | 109,182 | -0.0% | 0.47% | -7.1% |
| PEP | Sell | PEPSICO INC | $7,145,000 | +15.3% | 41,132 | -0.2% | 0.40% | +5.0% |
| VOO | Sell | VANGUARD INDEX FDS | $6,796,000 | +9.3% | 15,566 | -1.2% | 0.38% | -0.5% |
| PYPL | Sell | PAYPAL HLDGS INC | $6,300,000 | -29.7% | 33,410 | -2.9% | 0.35% | -36.0% |
| INTU | Sell | INTUIT | $5,854,000 | +16.2% | 9,102 | -2.5% | 0.33% | +5.8% |
| EFA | Sell | ISHARES TRmsci eafe etf | $5,815,000 | -9.0% | 73,916 | -9.8% | 0.33% | -17.0% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $5,699,000 | +11.3% | 18,647 | -0.2% | 0.32% | +1.3% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $4,994,000 | -10.1% | 99,231 | -0.1% | 0.28% | -18.4% |
| ORCL | Sell | ORACLE CORP | $4,914,000 | -3.6% | 56,356 | -3.7% | 0.28% | -12.4% |
| INTC | Sell | INTEL CORP | $4,906,000 | -4.0% | 95,269 | -0.7% | 0.28% | -12.7% |
| TXN | Sell | TEXAS INSTRS INC | $4,654,000 | -6.7% | 24,695 | -4.9% | 0.26% | -15.3% |
| CVX | Sell | CHEVRON CORP NEW | $4,482,000 | +7.0% | 38,196 | -7.5% | 0.25% | -2.7% |
| TGT | Sell | TARGET CORP | $4,444,000 | -1.1% | 19,201 | -2.3% | 0.25% | -9.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $4,074,000 | -6.5% | 78,407 | -2.8% | 0.23% | -14.9% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $3,900,000 | +7.4% | 7,533 | -0.2% | 0.22% | -2.2% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $3,721,000 | +0.9% | 59,669 | -4.2% | 0.21% | -8.3% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $3,600,000 | +7.2% | 19,063 | -4.0% | 0.20% | -2.4% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $3,292,000 | -3.2% | 56,507 | -0.2% | 0.18% | -11.9% |
| TEL | Sell | TE CONNECTIVITY LTD | $3,094,000 | +16.4% | 19,178 | -1.0% | 0.17% | +6.1% |
| UMC | Sell | UNITED MICROELECTRONICS CORPspon adr new | $3,062,000 | +0.7% | 261,712 | -1.6% | 0.17% | -8.5% |
| BLK | Sell | BLACKROCK INC | $3,053,000 | +7.6% | 3,335 | -1.4% | 0.17% | -2.3% |
| SON | Sell | SONOCO PRODS CO | $2,979,000 | -2.9% | 51,458 | -0.1% | 0.17% | -11.6% |
| SAP | Sell | SAP SEspon adr | $2,869,000 | -0.1% | 20,479 | -3.7% | 0.16% | -9.0% |
| SYK | Sell | STRYKER CORPORATION | $2,660,000 | -0.2% | 9,944 | -1.6% | 0.15% | -9.7% |
| MMM | Sell | 3M CO | $2,621,000 | +0.5% | 14,758 | -0.8% | 0.15% | -8.7% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $2,624,000 | -27.7% | 22,094 | -9.9% | 0.15% | -34.4% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $2,619,000 | -6.2% | 30,429 | -6.4% | 0.15% | -14.5% |
| IEMG | Sell | ISHARES INCcore msci emkt | $2,598,000 | -20.8% | 43,405 | -18.3% | 0.15% | -27.7% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $2,548,000 | +4.3% | 9,001 | -3.1% | 0.14% | -5.3% |
| IBN | Sell | ICICI BANK LIMITEDadr | $2,429,000 | +4.1% | 122,739 | -0.8% | 0.14% | -5.6% |
| MDT | Sell | MEDTRONIC PLC | $2,402,000 | -22.6% | 23,219 | -6.2% | 0.14% | -29.3% |
| NOW | Sell | SERVICENOW INC | $2,325,000 | +2.0% | 3,583 | -2.2% | 0.13% | -7.1% |
| C | Sell | CITIGROUP INC | $2,313,000 | -17.2% | 38,306 | -3.8% | 0.13% | -24.4% |
| CHT | Sell | CHUNGHWA TELECOM CO LTDspon adr new11 | $2,293,000 | +5.6% | 54,332 | -1.7% | 0.13% | -3.7% |
| LEVI | Sell | LEVI STRAUSS & CO NEW | $2,207,000 | +0.0% | 88,194 | -2.0% | 0.12% | -8.8% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,181,000 | -1.4% | 35,587 | -2.0% | 0.12% | -10.9% |
| PGR | Sell | PROGRESSIVE CORP | $2,099,000 | +5.0% | 20,448 | -7.6% | 0.12% | -4.1% |
| T | Sell | AT&T INC | $2,079,000 | -65.3% | 84,514 | -61.9% | 0.12% | -68.4% |
| PM | Sell | PHILIP MORRIS INTL INC | $2,088,000 | -2.5% | 21,978 | -2.7% | 0.12% | -11.4% |
| KLAC | Sell | KLA CORP | $1,944,000 | +27.1% | 4,519 | -1.1% | 0.11% | +16.0% |
| SNY | Sell | SANOFIsponsored adr | $1,803,000 | +3.6% | 35,987 | -0.4% | 0.10% | -5.6% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,766,000 | +11.1% | 10,281 | -0.6% | 0.10% | +1.0% |
| AON | Sell | AON PLC | $1,643,000 | +1.8% | 5,466 | -3.2% | 0.09% | -8.0% |
| WF | Sell | WOORI FINL GROUP INCsponsored ads | $1,594,000 | +10.9% | 49,599 | -0.2% | 0.09% | +1.1% |
| CMI | Sell | CUMMINS INC | $1,601,000 | -4.3% | 7,341 | -1.5% | 0.09% | -12.6% |
| CI | Sell | CIGNA CORP NEW | $1,570,000 | +12.9% | 6,838 | -1.6% | 0.09% | +2.3% |
| APH | Sell | AMPHENOL CORP NEWcl a | $1,510,000 | +18.9% | 17,262 | -0.5% | 0.08% | +9.0% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $1,467,000 | +15.9% | 7,259 | -1.0% | 0.08% | +5.1% |
| ADSK | Sell | AUTODESK INC | $1,402,000 | -3.9% | 4,985 | -2.6% | 0.08% | -12.2% |
| KMB | Sell | KIMBERLY-CLARK CORP | $1,408,000 | +2.3% | 9,850 | -5.2% | 0.08% | -7.1% |
| ROST | Sell | ROSS STORES INC | $1,342,000 | +4.4% | 11,742 | -0.6% | 0.08% | -5.1% |
| JHX | Sell | JAMES HARDIE INDS PLCsponsored adr | $1,340,000 | +13.8% | 32,926 | -0.1% | 0.08% | +2.7% |
| EWC | Sell | ISHARES INCmsci cda etf | $1,316,000 | +3.5% | 34,250 | -2.3% | 0.07% | -5.1% |
| AZO | Sell | AUTOZONE INC | $1,321,000 | +22.7% | 630 | -0.6% | 0.07% | +12.1% |
| IDXX | Sell | IDEXX LABS INC | $1,300,000 | +4.2% | 1,975 | -1.6% | 0.07% | -5.2% |
| HCA | Sell | HCA HEALTHCARE INC | $1,280,000 | +3.2% | 4,981 | -2.5% | 0.07% | -6.5% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,286,000 | -14.0% | 9,621 | -10.6% | 0.07% | -21.7% |
| MO | Sell | ALTRIA GROUP INC | $1,268,000 | -0.5% | 26,747 | -4.5% | 0.07% | -10.1% |
| ALL | Sell | ALLSTATE CORP | $1,253,000 | -10.9% | 10,653 | -3.6% | 0.07% | -19.5% |
| CVE | Sell | CENOVUS ENERGY INC | $1,242,000 | +21.8% | 101,150 | -0.2% | 0.07% | +11.1% |
| SLB | Sell | SCHLUMBERGER LTD | $1,227,000 | +0.7% | 40,963 | -0.3% | 0.07% | -8.0% |
| CDW | Sell | CDW CORP | $1,169,000 | +10.2% | 5,711 | -2.0% | 0.07% | +1.5% |
| MRNA | Sell | MODERNA INC | $1,170,000 | -43.8% | 4,609 | -14.8% | 0.07% | -48.8% |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $1,164,000 | +14.2% | 1,956 | -1.1% | 0.06% | +3.2% |
| XYL | Sell | XYLEM INC | $1,140,000 | -7.1% | 9,505 | -4.2% | 0.06% | -15.8% |
| EMR | Sell | EMERSON ELEC CO | $1,130,000 | -1.7% | 12,157 | -0.4% | 0.06% | -11.3% |
| ENB | Sell | ENBRIDGE INC | $1,081,000 | -3.8% | 27,659 | -2.1% | 0.06% | -11.6% |
| DLR | Sell | DIGITAL RLTY TR INC | $1,094,000 | +22.1% | 6,188 | -0.2% | 0.06% | +10.9% |
| PXD | Sell | PIONEER NAT RES CO | $1,055,000 | +9.1% | 5,804 | -0.0% | 0.06% | -1.7% |
| SYY | Sell | SYSCO CORP | $1,053,000 | -1.4% | 13,400 | -1.5% | 0.06% | -10.6% |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $1,041,000 | +11.6% | 7,746 | -1.1% | 0.06% | 0.0% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $1,004,000 | -6.0% | 23,638 | -4.0% | 0.06% | -15.2% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $975,000 | -27.4% | 8,912 | -26.6% | 0.06% | -33.7% |
| TECK | Sell | TECK RESOURCES LTDcl b | $970,000 | +11.5% | 33,648 | -3.7% | 0.05% | 0.0% |
| PHG | Sell | KONINKLIJKE PHILIPS N V | $936,000 | -23.7% | 25,400 | -8.0% | 0.05% | -30.3% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $943,000 | +12.9% | 5,063 | -8.1% | 0.05% | +1.9% |
| WAL | Sell | WESTERN ALLIANCE BANCORP | $937,000 | -8.8% | 8,703 | -7.8% | 0.05% | -15.9% |
| ASX | Sell | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $922,000 | -1.1% | 118,090 | -0.6% | 0.05% | -10.3% |
| CCEP | Sell | COCA-COLA EUROPACIFIC PARTNE | $920,000 | -20.0% | 16,446 | -20.9% | 0.05% | -26.8% |
| CLX | Sell | CLOROX CO DEL | $899,000 | -41.2% | 5,159 | -44.1% | 0.05% | -46.8% |
| DVY | Sell | ISHARES TRselect divid etf | $868,000 | -2.5% | 7,081 | -8.7% | 0.05% | -10.9% |
| BBY | Sell | BEST BUY INC | $858,000 | -5.2% | 8,448 | -1.4% | 0.05% | -14.3% |
| DOCU | Sell | DOCUSIGN INC | $857,000 | -48.6% | 5,629 | -13.1% | 0.05% | -53.4% |
| HSIC | Sell | HENRY SCHEIN INC | $829,000 | -0.2% | 10,689 | -2.1% | 0.05% | -7.8% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $830,000 | -28.4% | 12,475 | -16.7% | 0.05% | -34.7% |
| GLW | Sell | CORNING INC | $832,000 | +0.5% | 22,340 | -1.6% | 0.05% | -7.8% |
| OKTA | Sell | OKTA INCcl a | $820,000 | -6.5% | 3,660 | -0.9% | 0.05% | -14.8% |
| MSCI | Sell | MSCI INC | $823,000 | -2.4% | 1,343 | -3.1% | 0.05% | -11.5% |
| NMR | Sell | NOMURA HLDGS INCsponsored adr | $795,000 | -15.7% | 183,634 | -3.8% | 0.04% | -22.4% |
| TRGP | Sell | TARGA RES CORP | $777,000 | +4.7% | 14,865 | -1.3% | 0.04% | -4.3% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $791,000 | -20.9% | 7,241 | -11.9% | 0.04% | -29.0% |
| WEC | Sell | WEC ENERGY GROUP INC | $772,000 | +7.2% | 7,948 | -2.6% | 0.04% | -2.3% |
| MKC | Sell | MCCORMICK & CO INC | $773,000 | +18.7% | 8,001 | -0.4% | 0.04% | +7.5% |
| STX | Sell | SEAGATE TECHNOLOGY HLDNGS PL | $771,000 | +30.9% | 6,824 | -4.4% | 0.04% | +19.4% |
| PCAR | Sell | PACCAR INC | $767,000 | +9.6% | 8,687 | -2.1% | 0.04% | 0.0% |
| D | Sell | DOMINION ENERGY INC | $745,000 | +2.3% | 9,492 | -4.9% | 0.04% | -6.7% |
| OKE | Sell | ONEOK INC NEW | $756,000 | -10.1% | 12,868 | -11.3% | 0.04% | -19.2% |
| SQ | Sell | BLOCK INCcl a | $726,000 | -40.3% | 4,493 | -11.3% | 0.04% | -45.3% |
| BTI | Sell | BRITISH AMERN TOB PLCsponsored adr | $726,000 | +4.3% | 19,406 | -1.6% | 0.04% | -4.7% |
| UGI | Sell | UGI CORP NEW | $717,000 | +6.7% | 15,609 | -1.0% | 0.04% | -2.4% |
| BIIB | Sell | BIOGEN INC | $707,000 | -44.9% | 2,948 | -34.9% | 0.04% | -49.4% |
| WCN | Sell | WASTE CONNECTIONS INC | $699,000 | +4.0% | 5,130 | -3.8% | 0.04% | -4.9% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $674,000 | -20.1% | 5,304 | -8.0% | 0.04% | -26.9% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $664,000 | -4.3% | 3,113 | -1.1% | 0.04% | -14.0% |
| OVV | Sell | OVINTIV INC | $651,000 | -5.5% | 19,331 | -7.8% | 0.04% | -14.0% |
| DOV | Sell | DOVER CORP | $661,000 | +15.6% | 3,642 | -1.0% | 0.04% | +5.7% |
| ABC | Sell | AMERISOURCEBERGEN CORP | $654,000 | +8.6% | 4,923 | -2.3% | 0.04% | 0.0% |
| IAC | Sell | IAC INTERACTIVECORP NEW | $667,000 | -7.6% | 5,101 | -7.9% | 0.04% | -17.8% |
| TEF | Sell | TELEFONICA S Asponsored adr | $653,000 | -22.5% | 153,959 | -14.0% | 0.04% | -28.8% |
| CRL | Sell | CHARLES RIV LABS INTL INC | $659,000 | -17.5% | 1,749 | -9.7% | 0.04% | -24.5% |
| MAC | Sell | MACERICH CO | $648,000 | +3.0% | 37,531 | -0.2% | 0.04% | -7.7% |
| IHG | Sell | INTERCONTINENTAL HOTELS GROUsponsored ads | $647,000 | -0.9% | 9,923 | -2.3% | 0.04% | -10.0% |
| EA | Sell | ELECTRONIC ARTS INC | $650,000 | -16.0% | 4,933 | -9.4% | 0.04% | -25.0% |
| URI | Sell | UNITED RENTALS INC | $628,000 | -6.5% | 1,889 | -1.4% | 0.04% | -14.6% |
| AEG | Sell | AEGON N V | $627,000 | -5.4% | 126,866 | -2.5% | 0.04% | -14.6% |
| UBER | Sell | UBER TECHNOLOGIES INC | $616,000 | -9.9% | 14,696 | -3.7% | 0.04% | -16.7% |
| MAA | Sell | MID-AMER APT CMNTYS INC | $615,000 | +22.0% | 2,680 | -0.7% | 0.04% | +12.9% |
| HMC | Sell | HONDA MOTOR LTD | $612,000 | -11.9% | 21,513 | -5.1% | 0.03% | -20.9% |
| TWLO | Sell | TWILIO INCcl a | $599,000 | -22.5% | 2,276 | -6.1% | 0.03% | -29.2% |
| DGX | Sell | QUEST DIAGNOSTICS INC | $602,000 | +18.3% | 3,477 | -0.8% | 0.03% | +9.7% |
| MTCH | Sell | MATCH GROUP INC NEW | $607,000 | -16.2% | 4,585 | -0.5% | 0.03% | -24.4% |
| WAT | Sell | WATERS CORP | $596,000 | +4.2% | 1,599 | -0.2% | 0.03% | -5.7% |
| TEAM | Sell | ATLASSIAN CORP PLCcl a | $582,000 | -5.8% | 1,525 | -3.4% | 0.03% | -13.2% |
| WMB | Sell | WILLIAMS COS INC | $562,000 | -0.2% | 21,607 | -0.3% | 0.03% | -8.6% |
| MGA | Sell | MAGNA INTL INC | $569,000 | +6.8% | 7,030 | -0.8% | 0.03% | -3.0% |
| YUMC | Sell | YUM CHINA HLDGS INC | $574,000 | -14.6% | 11,521 | -0.4% | 0.03% | -22.0% |
| HALO | Sell | HALOZYME THERAPEUTICS INC | $560,000 | -1.6% | 13,931 | -0.4% | 0.03% | -11.4% |
| IEX | Sell | IDEX CORP | $560,000 | +12.2% | 2,368 | -1.9% | 0.03% | 0.0% |
| FSV | Sell | FIRSTSERVICE CORP NEW | $548,000 | +8.7% | 2,791 | -0.1% | 0.03% | 0.0% |
| ARCC | Sell | ARES CAPITAL CORP | $554,000 | +3.9% | 26,152 | -0.4% | 0.03% | -6.1% |
| ATR | Sell | APTARGROUP INC | $550,000 | +1.5% | 4,493 | -1.1% | 0.03% | -6.1% |
| PUK | Sell | PRUDENTIAL PLCadr | $557,000 | -13.6% | 16,169 | -1.8% | 0.03% | -22.5% |
| HIG | Sell | HARTFORD FINL SVCS GROUP INC | $550,000 | -3.2% | 7,963 | -1.5% | 0.03% | -11.4% |
| AIG | Sell | AMERICAN INTL GROUP INC | $527,000 | +3.3% | 9,269 | -0.2% | 0.03% | -3.2% |
| MRO | Sell | MARATHON OIL CORP | $538,000 | +16.2% | 32,789 | -3.2% | 0.03% | +3.4% |
| NLOK | Sell | NORTONLIFELOCK INC | $535,000 | -21.3% | 20,611 | -23.3% | 0.03% | -28.6% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $538,000 | +3.9% | 6,048 | -5.2% | 0.03% | -6.2% |
| OC | Sell | OWENS CORNING NEW | $539,000 | -5.6% | 5,953 | -10.9% | 0.03% | -14.3% |
| FSLR | Sell | FIRST SOLAR INC | $521,000 | -11.7% | 5,983 | -3.1% | 0.03% | -19.4% |
| SNN | Sell | SMITH & NEPHEW PLCspdn adr new | $515,000 | -1.9% | 14,876 | -2.7% | 0.03% | -9.4% |
| WPM | Sell | WHEATON PRECIOUS METALS CORP | $517,000 | +13.6% | 12,040 | -0.6% | 0.03% | +3.6% |
| PEAK | Sell | HEALTHPEAK PROPERTIES INC | $498,000 | +3.5% | 13,797 | -3.9% | 0.03% | -6.7% |
| TLK | Sell | P T TELEKOMUNIKASI INDONESIAsponsored adr | $495,000 | +8.6% | 17,054 | -4.9% | 0.03% | 0.0% |
| MSFT | Sell | MICROSOFT CORPcall | $504,000 | +11.8% | 1,500 | -6.2% | 0.03% | 0.0% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $479,000 | -20.0% | 2,341 | -4.0% | 0.03% | -27.0% |
| CLH | Sell | CLEAN HARBORS INC | $481,000 | -8.2% | 4,822 | -4.3% | 0.03% | -15.6% |
| SJR | Sell | SHAW COMMUNICATIONS INCcl b conv | $481,000 | +0.8% | 15,869 | -3.3% | 0.03% | -6.9% |
| RRC | Sell | RANGE RES CORP | $486,000 | -26.7% | 27,234 | -7.0% | 0.03% | -34.1% |
| EQT | Sell | EQT CORP | $473,000 | +4.4% | 21,716 | -1.9% | 0.03% | -3.6% |
| EOG | Sell | EOG RES INC | $489,000 | +10.6% | 5,505 | -0.1% | 0.03% | 0.0% |
| GPS | Sell | GAP INC | $488,000 | -23.9% | 27,630 | -2.1% | 0.03% | -32.5% |
| VTR | Sell | VENTAS INC | $462,000 | -9.8% | 9,031 | -2.6% | 0.03% | -18.8% |
| ARE | Sell | ALEXANDRIA REAL ESTATE EQ IN | $442,000 | +15.1% | 1,981 | -1.3% | 0.02% | +4.2% |
| CHKP | Sell | CHECK POINT SOFTWARE TECH LTord | $445,000 | -5.9% | 3,816 | -8.8% | 0.02% | -13.8% |
| GFI | Sell | GOLD FIELDS LTDsponsored adr | $424,000 | +28.1% | 38,582 | -5.4% | 0.02% | +20.0% |
| DRE | Sell | DUKE REALTY CORP | $422,000 | +37.0% | 6,423 | -0.1% | 0.02% | +26.3% |
| FWONA | Sell | LIBERTY MEDIA CORP DEL | $434,000 | +3.3% | 7,312 | -18.2% | 0.02% | -7.7% |
| CX | Sell | CEMEX SAB DE CVspon adr new | $421,000 | -5.8% | 62,058 | -0.4% | 0.02% | -14.3% |
| CEQP | Sell | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $423,000 | -6.0% | 43,000 | -4.4% | 0.02% | -14.3% |
| LUV | Sell | SOUTHWEST AIRLS CO | $422,000 | -21.9% | 9,848 | -6.2% | 0.02% | -27.3% |
| ZS | Sell | ZSCALER INC | $419,000 | +16.4% | 1,303 | -5.2% | 0.02% | +9.1% |
| POOL | Sell | POOL CORP | $436,000 | +29.0% | 770 | -0.9% | 0.02% | +14.3% |
| CIGI | Sell | COLLIERS INTL GROUP INC | $422,000 | +16.3% | 2,839 | -0.1% | 0.02% | +9.1% |
| STAG | Sell | STAG INDL INC | $406,000 | +20.1% | 8,477 | -1.4% | 0.02% | +9.5% |
| SHOP | Sell | SHOPIFY INCcall | $413,000 | -40.0% | 300 | -25.0% | 0.02% | -45.2% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $404,000 | -29.2% | 18,373 | -30.4% | 0.02% | -34.3% |
| MUB | Sell | ISHARES TRnational mun etf | $410,000 | -35.1% | 3,530 | -35.1% | 0.02% | -41.0% |
| ALLY | Sell | ALLY FINL INC | $412,000 | -6.8% | 8,662 | -0.0% | 0.02% | -14.8% |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $411,000 | -37.8% | 2,231 | -11.8% | 0.02% | -43.9% |
| ARW | Sell | ARROW ELECTRS INC | $392,000 | +19.5% | 2,920 | -0.2% | 0.02% | +10.0% |
| CTXS | Sell | CITRIX SYS INC | $390,000 | -30.5% | 4,120 | -21.1% | 0.02% | -37.1% |
| CAG | Sell | CONAGRA BRANDS INC | $395,000 | -2.7% | 11,580 | -3.4% | 0.02% | -12.0% |
| WTRG | Sell | ESSENTIAL UTILS INC | $391,000 | +9.8% | 7,277 | -5.9% | 0.02% | 0.0% |
| NEP | Sell | NEXTERA ENERGY PARTNERS LP | $383,000 | +9.1% | 4,541 | -2.4% | 0.02% | 0.0% |
| PTEN | Sell | PATTERSON-UTI ENERGY INC | $399,000 | -7.4% | 47,242 | -1.3% | 0.02% | -18.5% |
| SSL | Sell | SASOL LTDsponsored adr | $397,000 | -12.9% | 24,191 | -0.1% | 0.02% | -21.4% |
| TSCO | Sell | TRACTOR SUPPLY CO | $386,000 | +16.6% | 1,618 | -0.9% | 0.02% | +10.0% |
| TWTR | Sell | TWITTER INC | $396,000 | -32.5% | 9,154 | -5.9% | 0.02% | -38.9% |
| VLO | Sell | VALERO ENERGY CORP | $396,000 | +1.5% | 5,273 | -4.5% | 0.02% | -8.3% |
| ZION | Sell | ZIONS BANCORPORATION N A | $386,000 | +0.8% | 6,114 | -1.3% | 0.02% | -8.3% |
| BRO | Sell | BROWN & BROWN INC | $369,000 | +23.8% | 5,244 | -2.5% | 0.02% | +16.7% |
| GIL | Sell | GILDAN ACTIVEWEAR INC | $370,000 | +13.8% | 8,723 | -1.9% | 0.02% | +5.0% |
| GGG | Sell | GRACO INC | $377,000 | +13.9% | 4,680 | -1.1% | 0.02% | +5.0% |
| OXY | Sell | OCCIDENTAL PETE CORP | $367,000 | -3.4% | 12,675 | -1.3% | 0.02% | -8.7% |
| SCCO | Sell | SOUTHERN COPPER CORP | $367,000 | +8.9% | 5,955 | -0.9% | 0.02% | 0.0% |
| CLR | Sell | CONTINENTAL RES INC | $355,000 | -5.1% | 7,942 | -2.1% | 0.02% | -13.0% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $348,000 | -5.2% | 3,002 | -16.8% | 0.02% | -13.0% |
| SQM | Sell | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $353,000 | -6.4% | 6,999 | -0.3% | 0.02% | -13.0% |
| DXC | Sell | DXC TECHNOLOGY CO | $352,000 | -5.9% | 10,927 | -1.7% | 0.02% | -13.0% |
| DCI | Sell | DONALDSON INC | $352,000 | +1.7% | 5,935 | -1.6% | 0.02% | -4.8% |
| ETR | Sell | ENTERGY CORP NEW | $358,000 | +11.2% | 3,182 | -1.9% | 0.02% | 0.0% |
| DTE | Sell | DTE ENERGY CO | $355,000 | +6.6% | 2,971 | -0.5% | 0.02% | -4.8% |
| MFC | Sell | MANULIFE FINL CORP | $350,000 | -3.6% | 18,374 | -2.7% | 0.02% | -9.1% |
| MEOH | Sell | METHANEX CORP | $350,000 | -14.2% | 8,847 | -0.1% | 0.02% | -20.0% |
| TECH | Sell | BIO-TECHNE CORP | $364,000 | -3.4% | 703 | -9.8% | 0.02% | -13.0% |
| VIAC | Sell | VIACOMCBS INCcl b | $351,000 | -41.3% | 11,634 | -23.1% | 0.02% | -45.9% |
| NNN | Sell | NATIONAL RETAIL PROPERTIES I | $341,000 | +6.6% | 7,094 | -4.2% | 0.02% | -5.0% |
| MOS | Sell | MOSAIC CO NEW | $336,000 | +5.7% | 8,558 | -4.0% | 0.02% | -5.0% |
| KEP | Sell | KOREA ELEC PWR CORPsponsored adr | $335,000 | -18.7% | 36,704 | -12.0% | 0.02% | -24.0% |
| FIVN | Sell | FIVE9 INC | $342,000 | -17.6% | 2,487 | -4.3% | 0.02% | -26.9% |
| CERN | Sell | CERNER CORP | $336,000 | +20.9% | 3,613 | -8.3% | 0.02% | +11.8% |
| CBT | Sell | CABOT CORP | $331,000 | +8.9% | 5,892 | -2.9% | 0.02% | 0.0% |
| AIZ | Sell | ASSURANT INC | $346,000 | -1.1% | 2,216 | -0.3% | 0.02% | -13.6% |
| WLTW | Sell | WILLIS TOWERS WATSON PLC LTD | $343,000 | 0.0% | 1,443 | -2.3% | 0.02% | -9.5% |
| V | Sell | VISA INCcall | $325,000 | -58.3% | 1,500 | -57.1% | 0.02% | -62.5% |
| ZS | Sell | ZSCALER INCcall | $321,000 | -38.7% | 1,000 | -50.0% | 0.02% | -43.8% |
| JLL | Sell | JONES LANG LASALLE INC | $326,000 | +0.9% | 1,210 | -7.1% | 0.02% | -10.0% |
| FNV | Sell | FRANCO NEV CORP | $304,000 | +5.2% | 2,200 | -1.3% | 0.02% | -5.6% |
| LOGI | Sell | LOGITECH INTL S A | $303,000 | -27.3% | 3,677 | -22.2% | 0.02% | -34.6% |
| CSGP | Sell | COSTAR GROUP INC | $302,000 | -12.5% | 3,818 | -4.7% | 0.02% | -19.0% |
| FAF | Sell | FIRST AMERN FINL CORP | $311,000 | +12.7% | 3,970 | -3.5% | 0.02% | 0.0% |
| OGN | Sell | ORGANON & CO | $286,000 | -10.6% | 9,405 | -3.4% | 0.02% | -20.0% |
| SGEN | Sell | SEAGEN INC | $283,000 | -14.0% | 1,829 | -5.6% | 0.02% | -20.0% |
| SEE | Sell | SEALED AIR CORP NEW | $281,000 | +21.1% | 4,159 | -2.0% | 0.02% | +14.3% |
| NI | Sell | NISOURCE INC | $280,000 | +13.8% | 10,147 | -0.1% | 0.02% | +6.7% |
| IP | Sell | INTERNATIONAL PAPER CO | $292,000 | -20.2% | 6,217 | -5.1% | 0.02% | -30.4% |
| RCL | Sell | ROYAL CARIBBEAN GROUP | $289,000 | -20.2% | 3,762 | -7.5% | 0.02% | -27.3% |
| KAR | Sell | KAR AUCTION SVCS INC | $277,000 | -7.4% | 17,735 | -2.7% | 0.02% | -11.1% |
| TDY | Sell | TELEDYNE TECHNOLOGIES INC | $281,000 | 0.0% | 644 | -1.4% | 0.02% | -5.9% |
| RDFN | Sell | REDFIN CORP | $265,000 | -23.9% | 6,901 | -0.8% | 0.02% | -28.6% |
| VEEV | Sell | VEEVA SYS INC | $261,000 | -20.9% | 1,020 | -10.8% | 0.02% | -25.0% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $267,000 | -13.0% | 2,891 | -11.5% | 0.02% | -21.1% |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $266,000 | -9.2% | 1,716 | -3.4% | 0.02% | -16.7% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $266,000 | -17.9% | 2,354 | -24.3% | 0.02% | -25.0% |
| MKL | Sell | MARKEL CORP | $276,000 | +2.6% | 224 | -0.4% | 0.02% | -11.8% |
| SYF | Sell | SYNCHRONY FINANCIAL | $270,000 | -8.8% | 5,817 | -4.0% | 0.02% | -16.7% |
| CMS | Sell | CMS ENERGY CORP | $264,000 | +8.2% | 4,056 | -0.8% | 0.02% | 0.0% |
| HST | Sell | HOST HOTELS & RESORTS INC | $254,000 | -8.0% | 14,590 | -13.7% | 0.01% | -17.6% |
| APA | Sell | APA CORPORATION | $250,000 | +22.5% | 9,297 | -2.4% | 0.01% | +7.7% |
| VSGX | Sell | VANGUARD WORLD FDesg intl stk etf | $257,000 | -57.5% | 4,147 | -57.7% | 0.01% | -62.2% |
| AEM | Sell | AGNICO EAGLE MINES LTD | $246,000 | -2.4% | 4,626 | -4.7% | 0.01% | -12.5% |
| HELE | Sell | HELEN OF TROY LTD | $248,000 | +3.8% | 1,015 | -4.4% | 0.01% | -6.7% |
| REG | Sell | REGENCY CTRS CORP | $229,000 | -6.9% | 3,045 | -16.6% | 0.01% | -13.3% |
| KMI | Sell | KINDER MORGAN INC DEL | $240,000 | -12.4% | 15,164 | -7.4% | 0.01% | -23.5% |
| PODD | Sell | INSULET CORP | $223,000 | -10.4% | 840 | -4.0% | 0.01% | -13.3% |
| MUR | Sell | MURPHY OIL CORP | $230,000 | +3.6% | 8,791 | -1.1% | 0.01% | -7.1% |
| PEB | Sell | PEBBLEBROOK HOTEL TR | $232,000 | -1.3% | 10,386 | -0.9% | 0.01% | -13.3% |
| NRZ | Sell | NEW RESIDENTIAL INVT CORP | $237,000 | -5.2% | 22,119 | -2.6% | 0.01% | -13.3% |
| TEAM | Sell | ATLASSIAN CORP PLCcall | $229,000 | -41.4% | 600 | -40.0% | 0.01% | -45.8% |
| ROKU | Sell | ROKU INC | $218,000 | -32.7% | 955 | -7.6% | 0.01% | -40.0% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $205,000 | -14.2% | 2,000 | -16.1% | 0.01% | -20.0% |
| SE | Sell | SEA LTDsponsord ads | $210,000 | -30.7% | 940 | -1.1% | 0.01% | -36.8% |
| BILI | Sell | BILIBILI INCspons ads rep z | $222,000 | -38.8% | 4,794 | -12.5% | 0.01% | -45.5% |
| HAIN | Sell | HAIN CELESTIAL GROUP INC | $222,000 | -2.6% | 5,202 | -2.5% | 0.01% | -14.3% |
| DOX | Sell | AMDOCS LTD | $217,000 | -2.3% | 2,901 | -0.9% | 0.01% | -14.3% |
| HTHT | Sell | HUAZHU GROUP LTDsponsored ads | $207,000 | -21.9% | 5,539 | -4.0% | 0.01% | -25.0% |
| MDB | Sell | MONGODB INCcall | $212,000 | -43.8% | 400 | -50.0% | 0.01% | -47.8% |
| IGSB | Sell | ISHARES TR | $220,000 | -5.6% | 4,080 | -4.2% | 0.01% | -14.3% |
| PYPL | Sell | PAYPAL HLDGS INCcall | $189,000 | -33.9% | 1,000 | -9.1% | 0.01% | -38.9% |
| PB | Sell | PROSPERITY BANCSHARES INC | $200,000 | -2.4% | 2,770 | -4.1% | 0.01% | -15.4% |
| WWD | Sell | WOODWARD INC | $204,000 | -8.1% | 1,860 | -5.3% | 0.01% | -21.4% |
| FMS | Sell | FRESENIUS MED CARE AG&CO KGAsponsored adr | $203,000 | -32.1% | 6,247 | -27.0% | 0.01% | -38.9% |
| LSXMA | Sell | LIBERTY MEDIA CORP DEL | $203,000 | -22.8% | 3,997 | -28.2% | 0.01% | -31.2% |
| NLY | Sell | ANNALY CAPITAL MANAGEMENT IN | $187,000 | -36.2% | 24,010 | -30.9% | 0.01% | -44.4% |
| ETRN | Sell | EQUITRANS MIDSTREAM CORP | $169,000 | +1.2% | 16,367 | -0.8% | 0.01% | -10.0% |
| ABEV | Sell | AMBEV SAsponsored adr | $134,000 | -15.7% | 47,926 | -17.0% | 0.01% | -20.0% |
| NTCO | Sell | NATURA &CO HLDG S Aads | $136,000 | -57.9% | 14,624 | -24.6% | 0.01% | -60.0% |
| TTD | Sell | THE TRADE DESK INCcall | $137,000 | -2.8% | 1,500 | -25.0% | 0.01% | -11.1% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcall | $143,000 | -61.2% | 700 | -53.3% | 0.01% | -65.2% |
| DOCU | Sell | DOCUSIGN INCcall | $122,000 | -68.4% | 800 | -46.7% | 0.01% | -70.8% |
| ITUB | Sell | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $118,000 | -41.3% | 31,440 | -17.5% | 0.01% | -41.7% |
| ELP | Sell | COMPANHIA PARANAENSE ENERG Cspon ads | $131,000 | -31.8% | 23,296 | -20.7% | 0.01% | -41.7% |
| SVC | Sell | SERVICE PPTYS TR | $103,000 | -31.8% | 11,735 | -13.1% | 0.01% | -33.3% |
| SWN | Sell | SOUTHWESTERN ENERGY CO | $101,000 | -18.5% | 21,717 | -3.3% | 0.01% | -25.0% |
| ATNF | Sell | 180 LIFE SCIENCES CORP | $113,000 | -28.5% | 28,901 | -1.1% | 0.01% | -40.0% |
| HT | Sell | HERSHA HOSPITALITY TR | $92,000 | -2.1% | 10,028 | -0.7% | 0.01% | -16.7% |
| DBRG | Sell | DIGITALBRIDGE GROUP INC | $97,000 | +21.2% | 11,630 | -12.8% | 0.01% | 0.0% |
| KGC | Sell | KINROSS GOLD CORP | $62,000 | -6.1% | 10,709 | -13.6% | 0.00% | -25.0% |
| ROKU | Sell | ROKU INCcall | $46,000 | -63.2% | 200 | -50.0% | 0.00% | -62.5% |
| ENIC | Sell | ENEL CHILE S.A.sponsored adr | $24,000 | -38.5% | 13,354 | -16.5% | 0.00% | -50.0% |
| UPST | Exit | UPSTART HLDGS INC | $0 | – | -7 | -100.0% | 0.00% | – |
| ZIOP | Exit | ZIOPHARM ONCOLOGY INC | $0 | – | -10,410 | -100.0% | -0.00% | – |
| ENIA | Exit | ENEL AMERICAS S Asponsored adr | $0 | – | -10,893 | -100.0% | -0.00% | – |
| WIX | Exit | WIX COM LTDcall | $0 | – | -500 | -100.0% | -0.01% | – |
| FB | Exit | FACEBOOK INCcall | $0 | – | -300 | -100.0% | -0.01% | – |
| WIX | Exit | WIX COM LTD | $0 | – | -556 | -100.0% | -0.01% | – |
| RPAI | Exit | RETAIL PPTYS AMER INCcl a | $0 | – | -10,889 | -100.0% | -0.01% | – |
| ORAN | Exit | ORANGEsponsored adr | $0 | – | -14,577 | -100.0% | -0.01% | – |
| DIS | Exit | DISNEY WALT COcall | $0 | – | -1,000 | -100.0% | -0.01% | – |
| FMX | Exit | FOMENTO ECONOMICO MEXICANO Sspon adr units | $0 | – | -2,312 | -100.0% | -0.01% | – |
| MKTX | Exit | MARKETAXESS HLDGS INC | $0 | – | -478 | -100.0% | -0.01% | – |
| EPR | Exit | EPR PPTYS | $0 | – | -4,061 | -100.0% | -0.01% | – |
| UAL | Exit | UNITED AIRLS HLDGS INC | $0 | – | -4,194 | -100.0% | -0.01% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -4,743 | -100.0% | -0.01% | – |
| WB | Exit | WEIBO CORPsponsored adr | $0 | – | -4,268 | -100.0% | -0.01% | – |
| NBIX | Exit | NEUROCRINE BIOSCIENCES INC | $0 | – | -2,155 | -100.0% | -0.01% | – |
| ALK | Exit | ALASKA AIR GROUP INC | $0 | – | -3,580 | -100.0% | -0.01% | – |
| STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -1,931 | -100.0% | -0.01% | – |
| CCL | Exit | CARNIVAL CORPunit 99/99/9999 | $0 | – | -8,547 | -100.0% | -0.01% | – |
| XRAY | Exit | DENTSPLY SIRONA INC | $0 | – | -3,656 | -100.0% | -0.01% | – |
| HQH | Exit | TEKLA HEALTHCARE INVSsh ben int | $0 | – | -8,008 | -100.0% | -0.01% | – |
| GRMN | Exit | GARMIN LTD | $0 | – | -1,393 | -100.0% | -0.01% | – |
| CLDR | Exit | CLOUDERA INC | $0 | – | -13,153 | -100.0% | -0.01% | – |
| PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -8,920 | -100.0% | -0.01% | – |
| FINX | Exit | GLOBAL X FDSfintech etf | $0 | – | -4,837 | -100.0% | -0.01% | – |
| CAE | Exit | CAE INC | $0 | – | -7,491 | -100.0% | -0.01% | – |
| NVAX | Exit | NOVAVAX INC | $0 | – | -1,131 | -100.0% | -0.01% | – |
| SNP | Exit | CHINA PETROLEUM & CHEMICAL C | $0 | – | -4,826 | -100.0% | -0.02% | – |
| HXL | Exit | HEXCEL CORP NEW | $0 | – | -4,128 | -100.0% | -0.02% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -1,361 | -100.0% | -0.02% | – |
| KWEB | Exit | KRANESHARES TRcsi chi internet | $0 | – | -5,000 | -100.0% | -0.02% | – |
| ADPT | Exit | ADAPTIVE BIOTECHNOLOGIES COR | $0 | – | -7,534 | -100.0% | -0.02% | – |
| UPST | Exit | UPSTART HLDGS INCcall | $0 | – | -800 | -100.0% | -0.02% | – |
| VMEO | Exit | VIMEO INC | $0 | – | -8,958 | -100.0% | -0.02% | – |
| ZLAB | Exit | ZAI LAB LTDadr | $0 | – | -2,678 | -100.0% | -0.02% | – |
| PRTA | Exit | PROTHENA CORP PLC | $0 | – | -3,906 | -100.0% | -0.02% | – |
| MA | Exit | MASTERCARD INCORPORATEDcall | $0 | – | -800 | -100.0% | -0.02% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -5,769 | -100.0% | -0.02% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -1,246 | -100.0% | -0.02% | – |
| DAR | Exit | DARLING INGREDIENTS INC | $0 | – | -4,109 | -100.0% | -0.02% | – |
| SQ | Exit | SQUARE INCcall | $0 | – | -1,200 | -100.0% | -0.02% | – |
| JETS | Exit | ETF SER SOLUTIONSus glb jets | $0 | – | -12,861 | -100.0% | -0.02% | – |
| APO | Exit | APOLLO GLOBAL MGMT INC | $0 | – | -6,361 | -100.0% | -0.02% | – |
| XEC | Exit | CIMAREX ENERGY CO | $0 | – | -4,421 | -100.0% | -0.02% | – |
| KSU | Exit | KANSAS CITY SOUTHERN | $0 | – | -1,821 | -100.0% | -0.03% | – |
| JPM | Exit | JPMORGAN CHASE & COcall | $0 | – | -3,000 | -100.0% | -0.03% | – |
| SDS | Exit | PROSHARES TRultrashrt s&p500 | $0 | – | -114,688 | -100.0% | -0.06% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -8,308 | -100.0% | -0.06% | – |
| TDOC | Exit | TELADOC HEALTH INC | $0 | – | -12,724 | -100.0% | -0.10% | – |
| SKM | Exit | SK TELECOM LTDsponsored adr | $0 | – | -66,359 | -100.0% | -0.12% | – |
| MDLA | Exit | MEDALLIA INC | $0 | – | -185,016 | -100.0% | -0.39% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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 | 2024-02-14 |
| 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 |
| 13F-HR | 2021-11-15 |
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.