WETHERBY ASSET MANAGEMENT INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IX | 36K | $939.33K |
 | NEE | 36K | $2.71M |
 | PTEN | 36K | $183.98K |
 | CVX | 35K | $5.46M |
 | CUZ | 35K | $1.02M |
 | TECK | 34K | $1.50M |
 | QCOM | 34K | $5.67M |
 | SBUX | 34K | $2.86M |
 | NU | 33K | $535.22K |
 | STM | 33K | $944.28K |
 | MDLZ | 33K | $2.07M |
 | BN | 33K | $2.26M |
 | RITM | 33K | $374.07K |
 | SSL | 33K | $203.54K |
 | BKR | 33K | $1.59M |
 | FAST | 33K | $1.59M |
 | BHP | 32K | $1.80M |
 | CHT | 32K | $1.40M |
 | MO | 32K | $2.12M |
 | HD | 32K | $12.97M |
ORIX Corporation
IX
Shares Held
36K
Value
$939.33K
NextEra Energy, Inc.
NEE
Shares Held
36K
Value
$2.71M
Patterson-UTI Energy, Inc.
PTEN
Shares Held
36K
Value
$183.98K
Chevron Corporation
CVX
Shares Held
35K
Value
$5.46M
Cousins Properties Incorporated
CUZ
Shares Held
35K
Value
$1.02M
Teck Resources Limited
TECK
Shares Held
34K
Value
$1.50M
QUALCOMM Incorporated
QCOM
Shares Held
34K
Value
$5.67M
Starbucks Corporation
SBUX
Shares Held
34K
Value
$2.86M
Nu Holdings Ltd.
NU
Shares Held
33K
Value
$535.22K
STMicroelectronics N.V.
STM
Shares Held
33K
Value
$944.28K
Mondelez International, Inc.
MDLZ
Shares Held
33K
Value
$2.07M
Brookfield Corporation
BN
Shares Held
33K
Value
$2.26M
Rithm Capital Corp.
RITM
Shares Held
33K
Value
$374.07K
Sasol Limited
SSL
Shares Held
33K
Value
$203.54K
Baker Hughes Company
BKR
Shares Held
33K
Value
$1.59M
Fastenal Company
FAST
Shares Held
33K
Value
$1.59M
BHP Group Limited
BHP
Shares Held
32K
Value
$1.80M
Chunghwa Telecom Co., Ltd.
CHT
Shares Held
32K
Value
$1.40M
Altria Group, Inc.
MO
Shares Held
32K
Value
$2.12M
The Home Depot, Inc.
HD
Shares Held
32K
Value
$12.97M