$1.71 Billion is the total value of Laird Norton Wetherby Wealth Management, LLC's 1172 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | LINDE PLC | $3,981,640 | – | 11,202 | +100.0% | 0.23% | – | |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $3,580,101 | – | 48,491 | +100.0% | 0.21% | – |
| New | GE HEALTHCARE TECHNOLOGIES I | $620,394 | – | 7,563 | +100.0% | 0.04% | – | |
| VMBS | New | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $576,756 | – | 12,390 | +100.0% | 0.03% | – |
| AQN | New | ALGONQUIN PWR UTILS CORP | $457,968 | – | 54,520 | +100.0% | 0.03% | – |
| New | DIMENSIONAL ETF TRUSTintl high profit | $433,064 | – | 17,910 | +100.0% | 0.02% | – | |
| IQLT | New | ISHARES TRmsci intl qualty | $343,187 | – | 9,722 | +100.0% | 0.02% | – |
| RBLX | New | ROBLOX CORPcl a | $321,248 | – | 7,142 | +100.0% | 0.02% | – |
| New | ATLASSIAN CORPORATIONcl a | $315,125 | – | 1,841 | +100.0% | 0.02% | – | |
| DASH | New | DOORDASH INCcl a | $300,449 | – | 4,727 | +100.0% | 0.02% | – |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $308,262 | – | 2,307 | +100.0% | 0.02% | – |
| New | AMERICA MOVIL SAB DE CVspon ads rp cl b | $269,610 | – | 12,808 | +100.0% | 0.02% | – | |
| HUBS | New | HUBSPOT INC | $270,542 | – | 631 | +100.0% | 0.02% | – |
| OMCL | New | OMNICELL COM | $249,935 | – | 4,260 | +100.0% | 0.02% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC | $255,191 | – | 2,163 | +100.0% | 0.02% | – |
| EQR | New | EQUITY RESIDENTIALsh ben int | $235,500 | – | 3,925 | +100.0% | 0.01% | – |
| TTD | New | THE TRADE DESK INC | $239,377 | – | 3,930 | +100.0% | 0.01% | – |
| RS | New | RELIANCE STEEL & ALUMINUM CO | $233,891 | – | 911 | +100.0% | 0.01% | – |
| CPB | New | CAMPBELL SOUP CO | $238,944 | – | 4,346 | +100.0% | 0.01% | – |
| PAC | New | GRUPO AEROPUERTO DEL PACIFICspon adr b | $236,669 | – | 1,213 | +100.0% | 0.01% | – |
| AXON | New | AXON ENTERPRISE INC | $236,992 | – | 1,054 | +100.0% | 0.01% | – |
| TER | New | TERADYNE INC | $246,521 | – | 2,293 | +100.0% | 0.01% | – |
| MPWR | New | MONOLITHIC PWR SYS INC | $234,253 | – | 468 | +100.0% | 0.01% | – |
| MKTX | New | MARKETAXESS HLDGS INC | $233,209 | – | 596 | +100.0% | 0.01% | – |
| NTRA | New | NATERA INC | $218,971 | – | 3,944 | +100.0% | 0.01% | – |
| MTB | New | M & T BK CORP | $219,053 | – | 1,832 | +100.0% | 0.01% | – |
| LSCC | New | LATTICE SEMICONDUCTOR CORP | $215,544 | – | 2,257 | +100.0% | 0.01% | – |
| LW | New | LAMB WESTON HLDGS INC | $230,363 | – | 2,204 | +100.0% | 0.01% | – |
| KBH | New | KB HOME | $217,776 | – | 5,420 | +100.0% | 0.01% | – |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $200,883 | – | 4,699 | +100.0% | 0.01% | – |
| DAL | New | DELTA AIR LINES INC DEL | $202,222 | – | 5,791 | +100.0% | 0.01% | – |
| BWA | New | BORGWARNER INC | $203,758 | – | 4,149 | +100.0% | 0.01% | – |
| CZR | New | CAESARS ENTERTAINMENT INC NE | $211,641 | – | 4,336 | +100.0% | 0.01% | – |
| VEEV | New | VEEVA SYS INC | $209,889 | – | 1,142 | +100.0% | 0.01% | – |
| New | DIMENSIONAL ETF TRUSTinternatnal val | $207,658 | – | 6,443 | +100.0% | 0.01% | – | |
| LANC | New | LANCASTER COLONY CORP | $203,692 | – | 1,004 | +100.0% | 0.01% | – |
| EFG | New | ISHARES TReafe grwth etf | $210,125 | – | 2,243 | +100.0% | 0.01% | – |
| WLK | New | WESTLAKE CORPORATION | $204,937 | – | 1,767 | +100.0% | 0.01% | – |
| CAE | New | CAE INC | $207,721 | – | 9,179 | +100.0% | 0.01% | – |
| ATHM | New | AUTOHOME INCsp ads rp cl a | $202,394 | – | 6,047 | +100.0% | 0.01% | – |
| SNN | New | SMITH & NEPHEW PLCspdn adr new | $207,595 | – | 7,438 | +100.0% | 0.01% | – |
| EXR | New | EXTRA SPACE STORAGE INC | $206,759 | – | 1,269 | +100.0% | 0.01% | – |
| BAP | New | CREDICORP LTD | $202,292 | – | 1,528 | +100.0% | 0.01% | – |
| BXP | New | BOSTON PROPERTIES INC | $211,231 | – | 3,903 | +100.0% | 0.01% | – |
| THQ | New | TEKLA HEALTHCARE OPPORTUNITI | $191,972 | – | 10,233 | +100.0% | 0.01% | – |
| CNX | New | CNX RES CORP | $167,858 | – | 10,478 | +100.0% | 0.01% | – |
| BRSP | New | BRIGHTSPIRE CAPITAL INC | $137,925 | – | 23,377 | +100.0% | 0.01% | – |
| FUBO | New | FUBOTV INC | $121,749 | – | 100,619 | +100.0% | 0.01% | – |
| TSLA | New | TESLA INCcall | $124,476 | – | 600 | +100.0% | 0.01% | – |
| TV | New | GRUPO TELEVISA S A Bspon adr rep ord | $104,917 | – | 19,833 | +100.0% | 0.01% | – |
| New | RUMBLE INC | $100,000 | – | 10,000 | +100.0% | 0.01% | – | |
| BRMK | New | BROADMARK RLTY CAP INC | $61,213 | – | 13,024 | +100.0% | 0.00% | – |
| TTD | New | THE TRADE DESK INCcall | $60,910 | – | 1,000 | +100.0% | 0.00% | – |
| ARDX | New | ARDELYX INC | $49,112 | – | 10,253 | +100.0% | 0.00% | – |
| UNIT | New | UNITI GROUP INC | $42,519 | – | 11,977 | +100.0% | 0.00% | – |
| OPK | New | OPKO HEALTH INC | $16,767 | – | 11,484 | +100.0% | 0.00% | – |
| DHC | New | DIVERSIFIED HEALTHCARE TR | $18,248 | – | 13,517 | +100.0% | 0.00% | – |
| TELL | New | TELLURIAN INC NEW | $21,492 | – | 17,473 | +100.0% | 0.00% | – |
| GSAT | New | GLOBALSTAR INC | $11,620 | – | 10,017 | +100.0% | 0.00% | – |
| New | DOMA HOLDINGS INC | $6,520 | – | 16,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
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.