Wetherby Asset Management Inc Incresed Positions in Q3 2025

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVT
N Vent Electric PLC

Industrials
98
+ 0.92%
$72.16 - $100.25 $7.07K - $9.82K
10.7K $1.05M
PSTG
Pure Storage, Inc.

Technology
72
+ 0.7%
$54.47 - $88.29 $3.92K - $6.36K
10.4K $872K
MO
Altria Group, Inc.

Consumer Defensive
647
+ 2.06%
$57.75 - $67.68 $37.4K - $43.8K
32K $2.12M
MP
Mp Materials Corp.

Basic Materials
480
+ 6.7%
$30.03 - $77.13 $14.4K - $37K
7.65K $512K
PNC
Pnc Financial Services Group, Inc.

Financial Services
315
+ 2.2%
$185.88 - $207.44 $58.6K - $65.3K
14.7K $2.94M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
167
+ 0.39%
$28.71 - $37.46 $4.79K - $6.26K
42.7K $1.51M
QCOM
Qualcomm Inc

Technology
141
+ 0.42%
$145.84 - $173.55 $20.6K - $24.5K
34.1K $5.67M
MFG
Mizuho Financial Group Inc

Financial Services
2.97K
+ 1.39%
$5.42 - $6.85 $16.1K - $20.3K
217K $1.45M
STT
State Street Corp

Financial Services
290
+ 1.25%
$102.01 - $117.25 $29.6K - $34K
23.5K $2.73M
ARGX
Argenx Se

Healthcare
33
+ 2.7%
$538.64 - $768.0 $17.8K - $25.3K
1.25K $924K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.39K
+ 29.48%
$97.75 - $100.75 $234K - $241K
10.5K $1.05M
TME
Tencent Music Entertainment Group

Communication Services
83
+ 0.13%
$19.17 - $26.36 $1.59K - $2.19K
64.1K $1.5M
HCA
Hca Healthcare, Inc.

Healthcare
70
+ 1.39%
$334.32 - $426.2 $23.4K - $29.8K
5.11K $2.18M
EFA
Ishares Tr Msci Eafe ETF

ETFs
490
+ 0.99%
$87.29 - $93.61 $42.8K - $45.9K
50.1K $4.68M
AVUV
American Centy ETF Tr Avantis

ETFs
87
+ 0.31%
$90.37 - $102.12 $7.86K - $8.88K
27.9K $2.78M
MCK
Mckesson Corp

Healthcare
30
+ 0.54%
$659.01 - $772.54 $19.8K - $23.2K
5.57K $4.3M
KGC
Kinross Gold Corp

Basic Materials
521
+ 2.1%
$15.19 - $24.85 $7.91K - $12.9K
25.3K $628K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.26K
+ 1.16%
$23.82 - $25.84 $30.1K - $32.6K
111K $2.84M
JCI
Johnson Controls International PLC

Industrials
435
+ 1.0%
$103.24 - $111.73 $44.9K - $48.6K
44.1K $4.85M
GD
General Dynamics Corp

Industrials
131
+ 3.38%
$293.92 - $341.0 $38.5K - $44.7K
4.01K $1.37M
MLM
Martin Marietta Materials Inc

Basic Materials
122
+ 6.28%
$546.36 - $631.12 $66.7K - $77K
2.06K $1.3M
SRE
Sempra Energy

Utilities
1.04K
+ 10.54%
$74.14 - $89.98 $76.9K - $93.3K
10.9K $978K
SPG
Simon Property Group Inc

Real Estate
340
+ 5.46%
$159.93 - $187.67 $54.4K - $63.8K
6.57K $1.23M
AFL
Aflac Inc

Financial Services
780
+ 3.35%
$98.09 - $111.7 $76.5K - $87.1K
24K $2.69M
LHX
L3 Harris Technologies, Inc.

Industrials
115
+ 3.19%
$252.18 - $305.41 $29K - $35.1K
3.72K $1.13M
RBLX
Roblox Corp

Communication Services
1.12K
+ 49.31%
$100.65 - $141.56 $112K - $158K
3.38K $467K
ENIC
Enel Chile S.A.

Utilities
49.5K
+ 38.48%
$3.12 - $3.89 $155K - $193K
178K $693K
ASX
Ase Technology Holding Co., Ltd.

Technology
7.61K
+ 4.2%
$9.5 - $11.71 $72.3K - $89.1K
189K $2.09M
VB
Vanguard Small Cap ETF

ETFs
507
+ 9.78%
$237.58 - $259.17 $120K - $131K
5.69K $1.45M
OHI
Omega Healthcare Investors Inc

Real Estate
4.35K
+ 77.51%
$36.29 - $43.34 $158K - $189K
9.97K $420K
SNPS
Synopsys Inc

Technology
493
+ 29.09%
$387.78 - $645.35 $191K - $318K
2.19K $1.08M
HIG
Hartford Financial Services Group, Inc.

Financial Services
172
+ 0.6%
$119.73 - $134.7 $20.6K - $23.2K
28.9K $3.86M
XLK
Technology Sector Spdr

ETFs
220
+ 4.26%
$250.97 - $282.66 $55.2K - $62.2K
5.38K $1.52M
NTAP
Net App, Inc.

Technology
656
+ 5.97%
$101.1 - $126.36 $66.3K - $82.9K
11.6K $1.38M
HPE
Hewlett Packard Enterprise CO

Technology
802
+ 1.74%
$19.81 - $25.24 $15.9K - $20.2K
46.8K $1.15M
PWR
Quanta Services, Inc.

Industrials
301
+ 13.27%
$372.29 - $421.68 $112K - $127K
2.57K $1.07M
EA
Electronic Arts Inc.

Communication Services
81
+ 1.8%
$147.79 - $202.05 $12K - $16.4K
4.57K $922K
NDAQ
Nasdaq, Inc.

Financial Services
2.62K
+ 9.59%
$86.73 - $96.94 $227K - $254K
29.9K $2.65M
ITW
Illinois Tool Works Inc

Industrials
209
+ 1.96%
$252.31 - $269.41 $52.7K - $56.3K
10.9K $2.84M
CBOE
Cboe Global Markets, Inc.

Financial Services
716
+ 39.04%
$231.35 - $253.24 $166K - $181K
2.55K $625K
VLO
Valero Energy Corp

Energy
18
+ 0.34%
$131.77 - $175.63 $2.37K - $3.16K
5.32K $905K
HWM
Howmet Aerospace Inc.

Industrials
570
+ 7.15%
$171.0 - $196.23 $97.5K - $112K
8.55K $1.68M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
40
+ 3.26%
$311.12 - $482.13 $12.4K - $19.3K
1.27K $577K
ES
Eversource Energy

Utilities
1.23K
+ 10.27%
$62.86 - $71.14 $77.1K - $87.3K
13.2K $937K
BCS
Barclays PLC

Financial Services
982
+ 1.34%
$17.88 - $21.05 $17.6K - $20.7K
74.2K $1.53M
SCCO
Southern Copper Corp

Basic Materials
1
+ 0.01%
$90.54 - $121.36 $90.5 - $121
8.36K $1.01M
GRMN
Garmin LTD

Technology
219
+ 7.12%
$211.13 - $246.22 $46.2K - $53.9K
3.29K $810K
FLEX
Flex Ltd.

Technology
946
+ 6.65%
$48.49 - $59.33 $45.9K - $56.1K
15.2K $879K
MNST
Monster Beverage Corp

Consumer Defensive
1.53K
+ 11.52%
$58.65 - $67.31 $89.4K - $103K
14.8K $993K
Activity Summary
Buys All Purchases 524 New Holdings 43 Increased Positions 481 Sells All Sells 315 Reductions 315 Sold out 0 Options Calls 0 Puts 0
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