WETHERBY ASSET MANAGEMENT INC 13F Holdings

CIK 02810655 · San Francisco, CA

As of Sep 30, 2022, WETHERBY ASSET MANAGEMENT INC reported 1,171 positions worth .0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology823,440 13.8K11.09%
VANGUARD TOTAL STOCK MKT ETFVTI—341,305$61.3K5.97%
MICROSOFT CORPMSFTTechnology233,160$54.3K5.29%
AMAZON.COM INCAMZNEquity290,973$32.9K3.21%
SPDR S&P 500 ETF TRUSTSPY—79,337$28.3K2.76%
VANGUARD TAX-MANAGED FUNDSVEA—640,913$23.3K2.27%
ALPHABET INCGOOGLEquity222,587$21.3K2.08%
TESLA INCTSLAConsumer Cyclical67,584 7.9K1.75%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVT—218,982 7.3K1.68%
JOHNSON & JOHNSONJNJHealthcare93,797 5.3K1.49%
UNITEDHEALTH GROUP INCUNHHealthcare24,910 2.6K1.23%
COMMERCIAL METALS COCMCBasic Materials307,494 0.9K1.06%
MERCK & CO INCMRKHealthcare116,821 0.1K0.98%
META PLATFORMS INCMETACommunication Services71,372$9.7K0.94%
HOME DEPOT INCHDConsumer Cyclical34,348$9.5K0.92%
ISHARES S&P 500 VALUE ETFIVE—71,954$9.2K0.90%
VISA INC-CLASS A SHARESVFinancial Services50,621$9.0K0.88%
JPMORGAN CHASE & COJPMFinancial Services80,933$8.5K0.82%
PEPSICO INCPEPConsumer Defensive51,181$8.4K0.81%
ISHARES NATIONAL MUNI BOND ETFMUB—80,918$8.3K0.81%
ELI LILLY & COLLYHealthcare25,073$8.1K0.79%
ALPHABET INCGOOGEquity83,416$8.0K0.78%
COSTCO WHOLESALE CORPCOSTConsumer Defensive16,234$7.7K0.75%
ISHARES S&P 500 GROWTH ETFIVW—129,540$7.5K0.73%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—205,294$7.5K0.73%