Laird Norton Wetherby Wealth Management, LLC
CIK 1279627 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $1.7B
- Posisi
- 931
- Per tanggal
- 30 Sep. 2025 Data per Q3 2025
#1.684 dari 9.443 berdasarkan nilai 13F · top 17.8%
Nilai portofolio QoQ: +5.8% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 34,60%
- Bobot 25 kepemilikan teratas
- 44,83%
- Posisi di atas 1%
- 11
- Jumlah posisi efektif
- 46,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q3 2025: 17,96% Perkiraan pembelian $300.325.141 · penjualan $345.430.449
- Posisi baru
- 43
- Meningkat
- 433
- Menurun
- 341
- Tertutup
- 42
Di halaman ini
- Kinerja vs S&P Bagaimana portofolio 13F manajer ini berkinerja terhadap S&P 500.
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Kinerja vs S&P 500
Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.
Cakupan yang dapat dihargai: 86,7% · Opsi dikecualikan: 0,0%
Rincian sektor
Technology
28,1%
Industrials
9,2%
Financials
7,9%
Healthcare
7,6%
Financial Services
6,1%
Consumer Discretionary
4,1%
Materials
2,9%
Retail
2,8%
Energy
2,7%
Real Estate
1,7%
Communication Services
1,5%
Utilities
1,5%
Consumer Staples
1,2%
Telecommunication
0,7%
Consumer products
0,5%
Packaging
0,2%
Logistics & Transportation
0,1%
Diversified Consumer Services
0,1%
Communications
0,1%
Paper & Forest
0,0%
Lainnya/Tidak terpetakan
21,0%
Portofolio lengkap 931 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $160.368.368 | 9,33% | 629.809 | $27.920.111 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $126.081.474 | 7,33% | 243.424 | $11.477.718 | Naik ×1 | ||
| VTI | $103.223.559 | 6,00% | 314.543 | $7.754.934 | Naik ×1 | ||
| VEA | $43.361.898 | 2,52% | 723.663 | $43.101.303 | Naik ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $31.419.430 | 1,83% | 95.236 | $6.365.845 | Naik ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $29.809.417 | 1,73% | 106.730 | $5.752.027 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $29.263.260 | 1,70% | 92.773 | $28.563.417 | Naik ×1 | ||
| VT | $27.431.263 | 1,60% | 199.066 | $27.352.760 | Naik ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $24.507.186 | 1,43% | 55.107 | $24.500.515 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $19.402.511 | 1,13% | 25.429 | $-93.722 | Naik ×1 | ||
| V Visa Inc. | $18.576.640 | 1,08% | 54.416 | $-163.000 | Naik ×1 | ||
| ORCL Oracle Corporation Common Stock | $16.420.687 | 0,96% | 58.387 | $4.087.187 | Naik ×1 | ||
| CMC Commercial Metals Company Common Stock | $16.085.191 | 0,94% | 280.817 | $2.341.633 | Turun ×1 | ||
| MA Mastercard Incorporated Common Stock | $15.330.568 | 0,89% | 26.952 | $15.127.707 | Naik ×1 | ||
| IVW | $13.535.544 | 0,79% | 112.123 | $1.190.751 | |||
| HD Home Depot, Inc. (The) Common Stock | $12.593.082 | 0,73% | 31.079 | $1.119.438 | Turun ×1 | ||
| VOO | $12.373.661 | 0,72% | 20.206 | $11.932.707 | Naik ×1 | ||
| ABBV AbbVie Inc. Common Stock | $10.350.573 | 0,60% | 44.703 | $2.089.685 | Naik ×1 | ||
| TEL TE Connectivity plc Ordinary Shares | $10.287.835 | 0,60% | 46.863 | $2.294.226 | Turun ×1 | ||
| IGF iShares Global Infrastructure ETF | $9.850.806 | 0,57% | 161.172 | $1.566.206 | Naik ×1 | ||
| BAC Bank of America Corporation Common Stock | $9.247.365 | 0,54% | 179.247 | $836.461 | Naik ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $8.218.425 | 0,48% | 11.191 | $-30.963.123 | Turun ×1 | ||
| AXP American Express Company Common Stock | $7.825.358 | 0,46% | 23.559 | $433.634 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $7.641.002 | 0,44% | 67.769 | $7.489.435 | Naik ×1 | ||
| BND Vanguard Total Bond Market ETF | $7.481.921 | 0,44% | 100.604 | $7.293.719 | Naik ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $7.223.676 | 0,42% | 20.920 | $6.956.317 | Naik ×1 | ||
| SPGI S&P Global Inc. Common Stock | $7.093.312 | 0,41% | 14.574 | $-594.577 | Turun ×1 | ||
| INTU Intuit Inc. - Common Stock | $6.771.053 | 0,39% | 9.915 | $-982.377 | Naik ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $6.725.806 | 0,39% | 80.136 | $265.408 | Turun ×1 | ||
| PEN Penumbra, Inc. Common Stock | $6.465.993 | 0,38% | 25.525 | $-172.512 | Turun ×1 | ||
| NVS Novartis AG Common Stock | $6.367.758 | 0,37% | 49.655 | $321.614 | Turun ×1 | ||
| MS Morgan Stanley Common Stock | $6.134.426 | 0,36% | 38.591 | $6.127.101 | Naik ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $6.049.001 | 0,35% | 6.573 | $-663.334 | Naik ×1 | ||
| MCD McDonald's Corporation Common Stock | $5.896.855 | 0,34% | 19.405 | $26.993 | Turun ×1 | ||
| AZN AstraZeneca PLC - American Depositary Shares | $5.830.951 | 0,34% | 76.003 | $823.210 | Naik ×1 | ||
| TDG Transdigm Group Incorporated Common Stock | $5.787.426 | 0,34% | 4.391 | $-886.663 | Naik ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $5.674.753 | 0,33% | 15.163 | $483.761 | Naik ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $5.669.882 | 0,33% | 34.082 | $264.438 | Naik ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $5.638.703 | 0,33% | 85.023 | $5.637.916 | Naik ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $5.532.075 | 0,32% | 27.020 | $463.232 | Turun ×1 | ||
| IBM International Business Machines Corporation Common Stock | $5.499.017 | 0,32% | 19.489 | $49.124 | Naik ×1 | ||
| CVX Chevron Corporation Common Stock | $5.443.970 | 0,32% | 35.057 | $5.427.073 | Naik ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $5.383.334 | 0,31% | 37.245 | $807.339 | Naik ×1 | ||
| UBS UBS Group AG Registered Ordinary Shares | $5.338.856 | 0,31% | 130.216 | $960.214 | Naik ×1 | ||
| RTX RTX Corporation Common Stock | $5.301.083 | 0,31% | 31.680 | $925.972 | Naik ×1 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $5.159.628 | 0,30% | 35.437 | $368.384 | Naik ×1 | ||
| IVV | $5.096.502 | 0,30% | 7.615 | $566.392 | Naik ×1 | ||
| MDY | $5.021.284 | 0,29% | 8.425 | $699.041 | Naik ×1 | ||
| BKNG Booking Holdings Inc. - Common Stock | $4.859.374 | 0,28% | 900 | $-229.390 | Naik ×1 | ||
| JCI Johnson Controls International plc Ordinary Share | $4.845.168 | 0,28% | 44.067 | $4.835.134 | Naik ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $4.830.788 | 0,28% | 50.600 | $-260.318 | Turun ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $4.818.442 | 0,28% | 26.414 | $1.617.103 | Naik ×1 | ||
| TM Toyota Motor Corporation Common Stock | $4.743.045 | 0,28% | 24.821 | $306.316 | Turun ×1 | ||
| KB KB Financial Group Inc | $4.650.754 | 0,27% | 56.094 | $30.256 | Naik ×1 | ||
| UNP Union Pacific Corporation Common Stock | $4.581.373 | 0,27% | 19.382 | $-82.167 | Turun ×1 | ||
| ING ING Group, N.V. Common Stock | $4.466.983 | 0,26% | 171.280 | $756.999 | Naik ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $4.455.149 | 0,26% | 15.179 | $-213.523 | Naik ×1 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $4.370.492 | 0,25% | 17.723 | $-1.638.692 | Turun ×1 | ||
| ACWX iShares MSCI ACWI ex U.S. ETF | $4.325.293 | 0,25% | 66.533 | $-165.725 | Turun ×1 | ||
| MCK McKesson Corporation Common Stock | $4.303.845 | 0,25% | 5.571 | $243.490 | Naik ×1 | ||
| HSBC HSBC Holdings, plc. Common Stock | $4.264.692 | 0,25% | 60.083 | $648.659 | Naik ×1 | ||
| IWV | $4.254.976 | 0,25% | 11.229 | $811.666 | Naik ×1 | ||
| RY Royal Bank Of Canada Common Stock | $4.228.084 | 0,25% | 28.700 | $472.068 | Naik ×1 | ||
| VEU | $4.211.250 | 0,24% | 59.006 | $244.606 | Turun ×1 | ||
| SAN Banco Santander, S.A. Sponsored ADR (Spain) | $4.207.029 | 0,24% | 401.434 | $962.542 | Naik ×1 | ||
| SNX TD SYNNEX Corporation Common Stock | $4.202.644 | 0,24% | 25.665 | $3.922.966 | Naik ×1 | ||
| VIG | $4.199.889 | 0,24% | 19.463 | $26.561 | Turun ×1 | ||
| WSM Williams-Sonoma, Inc. Common Stock (DE) | $4.159.567 | 0,24% | 21.282 | $661.325 | Turun ×1 | ||
| MCO Moody's Corporation Common Stock | $4.146.846 | 0,24% | 8.703 | $-139.283 | Naik ×1 | ||
| CBRE CBRE Group Inc Common Stock Class A | $4.120.510 | 0,24% | 26.152 | $514.241 | Naik ×1 | ||
| KLAC KLA Corporation - Common Stock | $4.085.898 | 0,24% | 3.788 | $757.194 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $4.048.977 | 0,24% | 24.199 | $1.127.828 | Naik ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $3.982.015 | 0,23% | 8.210 | $718.872 | Naik ×1 | ||
| VUG | $3.973.552 | 0,23% | 8.285 | $358.960 | Naik ×1 | ||
| WFC Wells Fargo & Company Common Stock | $3.966.337 | 0,23% | 47.320 | $347.316 | Naik ×1 | ||
| IBN ICICI Bank Limited Common Stock | $3.942.899 | 0,23% | 130.430 | $-403.726 | Naik ×1 | ||
| XYL Xylem Inc. Common Stock New | $3.860.223 | 0,22% | 26.171 | $634.631 | Naik ×1 | ||
| HIG The Hartford Insurance Group, Inc. Common Stock | $3.858.706 | 0,22% | 28.928 | $210.432 | Naik ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $3.762.731 | 0,22% | 28.101 | $1.126.666 | Naik ×1 | ||
| CRH CRH PLC Ordinary Shares | $3.751.312 | 0,22% | 31.287 | $735.039 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3.706.685 | 0,22% | 6.174 | $3.447.850 | Naik ×1 | ||
| COF Capital One Financial Corporation Common Stock | $3.683.374 | 0,21% | 17.327 | $3.605.291 | Naik ×1 | ||
| CI The Cigna Group Common Stock | $3.680.665 | 0,21% | 12.769 | $3.680.027 | Naik ×1 | ||
| T AT&T Inc. | $3.608.815 | 0,21% | 127.791 | $3.566.852 | Naik ×1 | ||
| ECL Ecolab Inc. Common Stock | $3.606.195 | 0,21% | 13.168 | $54.416 | Turun ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $3.599.260 | 0,21% | 14.649 | $30.626 | Turun ×1 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $3.598.193 | 0,21% | 20.132 | $1.420.947 | Naik ×1 | ||
| IEMG | $3.587.310 | 0,21% | 54.419 | $3.241.297 | Naik ×1 | ||
| WF Woori Financial Group Inc. American Depositary Shares (each representing three (3) shares of Common Stock) | $3.580.686 | 0,21% | 63.770 | $486.435 | Naik ×1 | ||
| APH Amphenol Corporation Common Stock | $3.576.375 | 0,21% | 28.900 | $664.435 | Turun ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $3.556.238 | 0,21% | 23.930 | $3.554.277 | Naik ×1 | ||
| VRSK Verisk Analytics, Inc. - Common Stock | $3.512.841 | 0,20% | 13.967 | $-1.056.241 | Turun ×1 | ||
| INFY Infosys Limited American Depositary Shares | $3.385.771 | 0,20% | 208.099 | $-645.468 | Turun ×1 | ||
| GPN Global Payments Inc. Common Stock | $3.363.601 | 0,20% | 40.486 | $147.759 | Naik ×1 | ||
| GEV GE Vernova Inc. Common Stock | $3.337.678 | 0,19% | 5.428 | $604.618 | Naik ×1 | ||
| ENB Enbridge Inc Common Stock | $3.242.409 | 0,19% | 64.257 | $269.960 | Turun ×1 | ||
| EEM | $3.229.094 | 0,19% | 60.470 | $3.217.034 | Naik ×1 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $3.218.225 | 0,19% | 13.444 | $114.888 | Naik ×1 | ||
| DHR Danaher Corporation Common Stock | $3.176.150 | 0,18% | 16.020 | $2.983.746 | Naik ×1 | ||
| TT Trane Technologies plc | $3.108.580 | 0,18% | 7.367 | $-34.649 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| NXT | $554.186 | 7.490 | 0,03% |
| JHX | $468.302 | 24.378 | 0,03% |
| ALB | $390.887 | 4.821 | 0,02% |
| BIDU | $373.832 | 2.837 | 0,02% |
| CLS | $338.527 | 1.374 | 0,02% |
| HTGC | $321.811 | 17.018 | 0,02% |
| IAT | $315.180 | 6.000 | 0,02% |
| LEU | $311.621 | 1.005 | 0,02% |
| KWEB | $294.070 | 7.000 | 0,02% |
| RGLD | $275.999 | 1.376 | 0,02% |
| MDB | $269.100 | 867 | 0,02% |
| RDDT | $265.869 | 1.156 | 0,02% |
| FNV | $265.263 | 1.190 | 0,02% |
| EINC | $264.364 | 2.666 | 0,02% |
| PII | $248.506 | 4.275 | 0,01% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| META | Dipangkas | -42K | -$31.0M |
| AAPL | Dipangkas | -16K | +$27.9M |
| MSFT | Beli lebih banyak | +13K | +$11.5M |
| VTI | Beli lebih banyak | +429 | +$7.8M |
| AVGO | Beli lebih banyak | +4K | +$6.4M |
| TSM | Beli lebih banyak | +515 | +$5.8M |
| ORCL | Beli lebih banyak | +2K | +$4.1M |
33 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| FLOT | 30 Sep. 2025 | 24.670 | $1.258.664 | Tidak lagi dilacak |
| JHXXXXX | 30 Sep. 2025 | 27.967 | $752.033 | Tidak lagi dilacak |
| ANSS | 30 Sep. 2025 | 1.268 | $445.347 | Tidak lagi dilacak |
| PHT | 30 Sep. 2025 | 47.165 | $381.565 | Tidak lagi dilacak |
| JNPR | 30 Sep. 2025 | 9.288 | $370.870 | Tidak lagi dilacak |
| DOX | 30 Sep. 2025 | 3.322 | $303.100 | -25,8% |
| HQH | 30 Sep. 2025 | 19.442 | $301.157 | 30,9% |
| VGLT | 30 Sep. 2025 | 5.319 | $298.527 | |
| DT | 30 Sep. 2025 | 5.400 | $298.134 | -0,6% |
| PHI | 30 Sep. 2025 | 13.340 | $290.279 | 1,9% |
| EMN | 30 Sep. 2025 | 3.362 | $251.007 | 18,3% |
| WBA | 30 Sep. 2025 | 21.737 | $249.546 | Tidak lagi dilacak |
| TEAM | 30 Sep. 2025 | 1.207 | $245.130 | 6,6% |
| MOH | 30 Sep. 2025 | 795 | $236.831 | 3,6% |
| AL | 30 Sep. 2025 | 3.811 | $222.906 | Tidak lagi dilacak |
| G | 30 Sep. 2025 | 5.042 | $221.899 | -10,9% |
| LULU | 30 Sep. 2025 | 907 | $215.486 | -33,8% |
| KD | 30 Sep. 2025 | 5.080 | $213.157 | -58,7% |
| CPT | 30 Sep. 2025 | 1.842 | $207.575 | 1,3% |
| TTD | 30 Sep. 2025 | 2.860 | $205.892 | -73,0% |
| IGA | 30 Sep. 2025 | 20.681 | $205.363 | 4,6% |
| DPG | 30 Sep. 2025 | 16.380 | $203.276 | 13,8% |
| BMI | 30 Sep. 2025 | 829 | $203.064 | -28,0% |
| KMX | 30 Sep. 2025 | 3.020 | $202.975 | 37,3% |
| CWEN | 30 Sep. 2025 | 6.332 | $202.624 | 16,6% |
| BRW | 30 Sep. 2025 | 25.107 | $202.363 | -17,3% |
| CART | 30 Sep. 2025 | 4.471 | $202.269 | 36,7% |
| GDV | 30 Sep. 2025 | 7.736 | $201.214 | 11,9% |
| SPE | 30 Sep. 2025 | 12.637 | $195.748 | -13,9% |
| FLC | 30 Sep. 2025 | 11.464 | $194.888 | -5,8% |
| SABA | 30 Sep. 2025 | 21.197 | $194.801 | -10,1% |
| BOE | 30 Sep. 2025 | 17.134 | $194.471 | 6,4% |
| STZ | 30 Sep. 2025 | 1.194 | $194.240 | -0,3% |
| RLTY | 30 Sep. 2025 | 12.609 | $191.405 | 2,1% |
| FTF | 30 Sep. 2025 | 29.743 | $190.951 | Tidak lagi dilacak |
| OGN | 30 Sep. 2025 | 17.529 | $169.681 | 28,6% |
| PCG | 30 Sep. 2025 | 9.982 | $139.152 | 18,6% |
| RDFN | 30 Sep. 2025 | 12.026 | $134.571 | Tidak lagi dilacak |
| LCIDXXXX | 30 Sep. 2025 | 33.762 | $71.238 | Tidak lagi dilacak |
| GGB | 30 Sep. 2025 | 14.345 | $41.888 | 41,9% |
| SID | 30 Sep. 2025 | 13.604 | $19.046 | -37,9% |
| HES | 30 Sep. 2025 | 35 | $4.849 | Tidak lagi dilacak |