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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

WETHERBY ASSET MANAGEMENT INC INSTITUTION : WETHERBY ASSET MANAGEMENT INC
WETHERBY ASSET MANAGEMENT INC Portfolio (reported on 2020-05-06)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
APPLE INC    (COM) AAPL 40,537,000 159,411 4.55%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 39,376,000 305,453 4.42%
MICROSOFT CORP    (COM) MSFT 34,850,000 220,973 3.91%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 32,322,000 125,400 3.62%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 23,327,000 699,676 2.61%
AMAZON COM INC    (COM) AMZN 17,828,000 9,144 2.00%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 17,136,000 63 1.92%
AT&T INC    (COM) T 14,492,000 497,160 1.62%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 13,712,000 218,354 1.53%
ALPHABET INC    (CAP STK CL A) GOOGL 10,918,000 9,396 1.22%
ISHARES TR    (S&P 500 GRWT ETF) IVW 10,169,000 61,614 1.14%
FACEBOOK INC    (CL A) FB 8,851,000 53,064 0.99%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 8,770,000 213,815 0.98%
JOHNSON & JOHNSON    (COM) JNJ 8,598,000 65,568 0.96%
ISHARES TR    (S&P 500 VAL ETF) IVE 8,203,000 85,227 0.92%
VISA INC    (COM CL A) V 8,065,000 50,055 0.90%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 7,817,000 42,757 0.87%
MERCK & CO. INC    (COM) MRK 7,552,000 98,150 0.84%
ISHARES TR    (MSCI EAFE ETF) EFA 7,162,000 133,984 0.80%
PIMCO ETF TR    (ACTIVE BD ETF) BOND 6,543,000 61,623 0.73%
DISNEY WALT CO    (COM DISNEY) DIS 6,273,000 64,941 0.70%
JPMORGAN CHASE & CO    (COM) JPM 6,070,000 67,421 0.68%
PROCTER & GAMBLE CO    (COM) PG 5,793,000 52,660 0.65%
INTEL CORP    (COM) INTC 5,402,000 99,814 0.60%
ADOBE INC    (COM) ADBE 5,388,000 16,931 0.60%
PENUMBRA INC    (COM) 5,234,000 32,448 0.58%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 5,211,000 155,330 0.58%
HOME DEPOT INC    (COM) HD 5,210,000 27,905 0.58%
UNITEDHEALTH GROUP INC    (COM) UNH 5,125,000 20,549 0.57%
PEPSICO INC    (COM) PEP 4,855,000 40,426 0.54%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 4,755,000 99,489 0.53%
CISCO SYS INC    (COM) CSCO 4,708,000 119,753 0.52%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 4,649,000 23,902 0.52%
ALPHABET INC    (CAP STK CL C) GOOG 4,615,000 3,969 0.51%
COMMERCIAL METALS CO    (COM) CMC 4,456,000 282,218 0.50%
WALMART INC    (COM) WMT 4,323,000 38,048 0.48%
MASTERCARD INC    (CL A) MA 4,313,000 17,855 0.48%
VERIZON COMMUNICATIONS INC    (COM) VZ 4,257,000 79,225 0.47%
LIBERTY BROADBAND CORP    (COM SER C) LBRDK 4,117,000 37,185 0.46%
LIBERTY MEDIA CORP DEL    (COM C SIRIUSXM) LSXMK 3,922,000 124,039 0.44%
PFIZER INC    (COM) PFE 3,919,000 120,048 0.43%
COMCAST CORP NEW    (CL A) CMCSA 3,871,000 112,587 0.43%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 3,841,000 23,527 0.43%
COSTCO WHSL CORP NEW    (COM) COST 3,806,000 13,349 0.42%
NETFLIX INC    (COM) NFLX 3,648,000 9,717 0.40%
GILEAD SCIENCES INC    (COM) GILD 3,506,000 46,896 0.39%
NIKE INC    (CL B) NKE 3,460,000 41,811 0.38%
NOVARTIS A G    (SPONSORED ADR) NVS 3,443,000 41,757 0.38%
MCDONALDS CORP    (COM) MCD 3,441,000 20,811 0.38%
ISHARES TR    (MSCI ACWI EX US) ACWX 3,388,000 89,992 0.38%
ARISTA NETWORKS INC    (COM) ANET 3,378,000 16,676 0.37%
COCA COLA CO    (COM) KO 3,370,000 76,151 0.37%
ABBOTT LABS    (COM) ABT 3,355,000 42,517 0.37%
NVIDIA CORP    (COM) NVDA 3,315,000 12,576 0.37%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 3,301,000 59,230 0.37%
BK OF AMERICA CORP    (COM) BAC 3,245,000 152,867 0.36%
ORACLE CORP    (COM) ORCL 3,203,000 66,269 0.35%
ALLERGAN PLC    (SHS) AGN 3,196,000 18,050 0.35%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 3,186,000 13,453 0.35%
AMGEN INC    (COM) AMGN 3,119,000 15,382 0.35%
UNION PAC CORP    (COM) UNP 3,095,000 21,941 0.34%
GCI LIBERTY INC    (COM CLASS A) 3,076,000 53,991 0.34%
ISHARES TR    (MSCI EMG MKT ETF) EEM 3,063,000 89,745 0.34%
CHEVRON CORP NEW    (COM) CVX 3,011,000 41,548 0.33%
FIRST TR EXCHANGE-TRADED FD    (NO AMER ENERGY) EMLP 2,901,000 163,062 0.32%
PAYPAL HLDGS INC    (COM) PYPL 2,869,000 29,969 0.32%
LILLY ELI & CO    (COM) LLY 2,866,000 20,664 0.32%
TEXAS INSTRS INC    (COM) TXN 2,792,000 27,940 0.31%
SALESFORCE COM INC    (COM) CRM 2,772,000 19,255 0.31%
LIBERTY MEDIA CORP DEL    (COM A SIRIUSXM) LSXMA 2,757,000 87,014 0.30%
ISHARES TR    (NATIONAL MUN ETF) MUB 2,736,000 24,214 0.30%
TOYOTA MOTOR CORP    (SP ADR REP2COM) TM 2,716,000 22,649 0.30%
AMERICAN TOWER CORP NEW    (COM) AMT 2,678,000 12,298 0.30%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 2,625,000 19,207 0.29%
SAP SE    (SPON ADR) SAP 2,525,000 22,853 0.28%
DANAHER CORPORATION    (COM) DHR 2,484,000 17,944 0.27%
LIBERTY BROADBAND CORP    (COM SER A) LBRDA 2,480,000 23,176 0.27%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 2,475,000 8,725 0.27%
ABBVIE INC    (COM) ABBV 2,444,000 32,084 0.27%
INTUIT    (COM) INTU 2,426,000 10,550 0.27%
LIBERTY GLOBAL PLC    (SHS CL C) LBTYK 2,418,000 153,920 0.27%
ASTRAZENECA PLC    (SPONSORED ADR) AZN 2,415,000 54,079 0.27%
NEXTERA ENERGY INC    (COM) NEE 2,383,000 9,903 0.26%
EXXON MOBIL CORP    (COM) XOM 2,296,000 60,479 0.25%
PROLOGIS INC.    (COM) PLD 2,219,000 27,616 0.24%
NOVO-NORDISK A S    (ADR) NVO 2,140,000 35,547 0.24%
CVS HEALTH CORP    (COM) CVS 2,091,000 35,233 0.23%
CHUNGHWA TELECOM CO LTD    (SPON ADR NEW11) CHT 2,073,000 58,297 0.23%
SONY CORP    (SPONSORED ADR) SNE 2,043,000 34,525 0.22%
ISHARES TR    (EAFE SML CP ETF) SCZ 2,017,000 44,984 0.22%
GLOBAL PMTS INC    (COM) GPN 2,015,000 13,970 0.22%
BECTON DICKINSON & CO    (COM) BDX 1,998,000 8,695 0.22%
JPMORGAN CHASE & CO    (ALERIAN ML ETN) AMJ 1,996,000 221,094 0.22%
STARBUCKS CORP    (COM) SBUX 1,970,000 29,966 0.22%
ISHARES TR    (RUSSELL 3000 ETF) IWV 1,967,000 13,260 0.22%
HONEYWELL INTL INC    (COM) HON 1,955,000 14,613 0.21%
DISCOVERY INC    (COM SER C) DISCK 1,953,000 111,334 0.21%
LOCKHEED MARTIN CORP    (COM) LMT 1,925,000 5,680 0.21%
ISHARES INC    (CORE MSCI EMKT) IEMG 1,900,000 46,959 0.21%
ASML HOLDING N V    (N Y REGISTRY SHS) ASML 1,893,000 7,238 0.21%
AMERICAN WTR WKS CO INC NEW    (COM) AWK 1,882,000 15,741 0.21%
SANOFI    (SPONSORED ADR) SNY 1,872,000 42,826 0.21%
QUALCOMM INC    (COM) QCOM 1,850,000 27,353 0.20%
R1 RCM INC    (COM) 1,818,000 200,006 0.20%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 1,773,000 6,744 0.19%
3M CO    (COM) MMM 1,769,000 12,957 0.19%
CITIGROUP INC    (COM NEW) C 1,738,000 41,252 0.19%
MEDTRONIC PLC    (SHS) MDT 1,736,000 19,248 0.19%
PHILIP MORRIS INTL INC    (COM) PM 1,718,000 23,541 0.19%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 1,697,000 3,890 0.19%
TARGET CORP    (COM) TGT 1,682,000 18,092 0.18%
S&P GLOBAL INC    (COM) SPGI 1,624,000 6,629 0.18%
WELLS FARGO CO NEW    (COM) WFC 1,589,000 55,381 0.17%
ANTHEM INC    (COM) ANTM 1,589,000 7,000 0.17%
PROGRESSIVE CORP OHIO    (COM) PGR 1,587,000 21,494 0.17%
TJX COS INC NEW    (COM) TJX 1,562,000 32,669 0.17%
AMERICAN EXPRESS CO    (COM) AXP 1,523,000 17,790 0.17%
HUMANA INC    (COM) HUM 1,513,000 4,819 0.16%
UBER TECHNOLOGIES INC    (COM) 1,486,000 53,240 0.16%
LOWES COS INC    (COM) LOW 1,449,000 16,843 0.16%
CATERPILLAR INC DEL    (COM) CAT 1,443,000 12,436 0.16%
UNILEVER N V    (N Y SHS NEW) UN 1,437,000 29,448 0.16%
DIAGEO P L C    (SPON ADR NEW) DEO 1,430,000 11,256 0.16%
ROYAL BK CDA    (COM) RY 1,429,000 23,213 0.16%
ALLSTATE CORP    (COM) ALL 1,427,000 15,566 0.16%
FISERV INC    (COM) FISV 1,414,000 14,881 0.15%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 1,388,000 19,869 0.15%
FIDELITY NATL INFORMATION SV    (COM) FIS 1,376,000 11,315 0.15%
BHP GROUP LTD    (SPONSORED ADS) BHP 1,372,000 37,383 0.15%
ECOLAB INC    (COM) ECL 1,371,000 8,794 0.15%
LINDE PLC    (SHS) 1,369,000 7,917 0.15%
TRANSDIGM GROUP INC    (COM) TDG 1,352,000 4,223 0.15%
VERTEX PHARMACEUTICALS INC    (COM) VRTX 1,346,000 5,655 0.15%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 1,333,000 12,015 0.14%
CSX CORP    (COM) CSX 1,330,000 23,210 0.14%
BLACKROCK INC    (COM) BLK 1,320,000 3,002 0.14%
ISHARES TR    (MBS ETF) MBB 1,315,000 11,911 0.14%
ZOETIS INC    (CL A) ZTS 1,311,000 11,142 0.14%
BIOGEN INC    (COM) BIIB 1,307,000 4,133 0.14%
MONDELEZ INTL INC    (CL A) MDLZ 1,303,000 26,016 0.14%
KIMBERLY CLARK CORP    (COM) KMB 1,284,000 10,044 0.14%
UNITED TECHNOLOGIES CORP    (COM) UTX 1,274,000 13,508 0.14%
STRYKER CORP    (COM) SYK 1,271,000 7,633 0.14%
SPDR SER TR    (S&P DIVID ETF) SDY 1,252,000 15,680 0.14%
HSBC HLDGS PLC    (SPON ADR NEW) HBC 1,244,000 44,410 0.13%
BOEING CO    (COM) BA 1,236,000 8,286 0.13%
PNC FINL SVCS GROUP INC    (COM) PNC 1,227,000 12,813 0.13%
ISHARES TR    (RUS 1000 GRW ETF) IWF 1,218,000 8,084 0.13%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 1,209,000 31,896 0.13%
ICICI BANK LIMITED    (ADR) IBN 1,206,000 141,851 0.13%
LIBERTY MEDIA CORP DEL    (COM SER C FRMLA) LMCK 1,200,000 44,080 0.13%
COLGATE PALMOLIVE CO    (COM) CL 1,199,000 18,075 0.13%
ARCH CAP GROUP LTD    (ORD) ACGL 1,188,000 41,733 0.13%
RIO TINTO PLC    (SPONSORED ADR) RTP 1,187,000 26,037 0.13%
TORONTO DOMINION BK ONT    (COM NEW) TD 1,180,000 27,829 0.13%
US BANCORP DEL    (COM NEW) USB 1,180,000 34,236 0.13%
SPDR GOLD TRUST    (GOLD SHS) GLD 1,179,000 7,961 0.13%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 1,176,000 7,503 0.13%
ISHARES TR    (U.S. REAL ES ETF) IYR 1,173,000 16,856 0.13%
NEWMONT CORP    (COM) NEM 1,162,000 25,656 0.13%
APPLIED MATLS INC    (COM) AMAT 1,160,000 25,329 0.13%
RELX PLC    (SPONSORED ADR) 1,153,000 53,897 0.12%
CANADIAN NATL RY CO    (COM) CNI 1,151,000 14,818 0.12%
GOLDMAN SACHS GROUP INC    (COM) GS 1,145,000 7,406 0.12%
VANGUARD WORLD FDS    (ENERGY ETF) VDE 1,143,000 29,905 0.12%
ILLINOIS TOOL WKS INC    (COM) ITW 1,142,000 8,035 0.12%
BROADCOM INC    (COM) 1,138,000 4,800 0.12%
TESLA INC    (COM) TSLA 1,128,000 2,153 0.12%
GENERAL ELECTRIC CO    (COM) GE 1,126,000 141,914 0.12%
TE CONNECTIVITY LTD    (REG SHS) TEL 1,123,000 17,836 0.12%
CIGNA CORP NEW    (COM) 1,102,000 6,222 0.12%
UNITED PARCEL SERVICE INC    (CL B) UPS 1,096,000 11,727 0.12%
EQUINIX INC    (COM) EQIX 1,088,000 1,743 0.12%
NORTHROP GRUMMAN CORP    (COM) NOC 1,074,000 3,549 0.12%
DOMINION ENERGY INC    (COM) D 1,070,000 14,822 0.12%
AIR PRODS & CHEMS INC    (COM) APD 1,066,000 5,338 0.11%
SCHWAB CHARLES CORP    (COM) SCHW 1,054,000 31,355 0.11%
NATIONAL GRID PLC    (SPONSORED ADR NE) 1,053,000 18,061 0.11%
SEMPRA ENERGY    (COM) SRE 1,050,000 9,287 0.11%
PAYCHEX INC    (COM) PAYX 1,046,000 16,624 0.11%
ISHARES TR    (RUS 1000 ETF) IWB 1,045,000 7,382 0.11%
TAL EDUCATION GROUP    (SPONSORED ADS) XRS 1,035,000 19,421 0.11%
CME GROUP INC    (COM) CME 1,029,000 5,948 0.11%
SELECT SECTOR SPDR TR    (ENERGY) XLE 1,028,000 35,386 0.11%
BOOKING HLDGS INC    (COM) 1,022,000 760 0.11%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 1,018,000 9,851 0.11%
EATON CORP PLC    (SHS) ETN 1,013,000 13,046 0.11%
ALTRIA GROUP INC    (COM) MO 1,011,000 26,141 0.11%
MOODYS CORP    (COM) MCO 1,011,000 4,777 0.11%
BAXTER INTL INC    (COM) BAX 988,000 12,171 0.11%
FERRARI N V    (COM) RACE 984,000 6,445 0.11%
ROSS STORES INC    (COM) ROST 983,000 11,303 0.11%
SOUTHERN CO    (COM) SO 973,000 17,973 0.10%
KONINKLIJKE PHILIPS N V    (NY REG SH NEW) PHG 972,000 24,215 0.10%
DEERE & CO    (COM) DE 962,000 6,959 0.10%
ALPS ETF TR    (ALERIAN MLP) AMLP 939,000 273,049 0.10%
TRUIST FINL CORP    (COM) 937,000 30,394 0.10%
INTUITIVE SURGICAL INC    (COM NEW) ISRG 936,000 1,891 0.10%
ADVANCED MICRO DEVICES INC    (COM) AMD 932,000 20,491 0.10%
CROWN CASTLE INTL CORP NEW    (COM) CCI 932,000 6,458 0.10%
1 2 3 4 Next >Full Portfolio View
Total Value As 2020-03-31: 890,831,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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