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Wetherby Asset Management Inc

Q1 2015 Holdings

Filed 2015-05-08 | 808 holdings | $13.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Cisco SYS Inc(CSCO)COM17275R102$5.6M203,87842.9%
Biogen Inc(BIIB)COM09062X103$1.4M3,32910.7%
Costco Whsl Corp New(COST)COM22160K105$1.4M9,07610.5%
Abbvie Inc(ABBV)COM00287Y109$1.3M22,0119.7%
Conocophillips(COP)COM20825C104$1.2M18,6468.9%
Adobe SYS Inc(ADBE)COM00724F101$417.0K6,0383.2%
Corning Inc(GLW)COM219350105$384.0K17,1252.9%
Cummins Inc(CMI)COM231021106$321.0K2,4112.5%
Autozone Inc(AZO)COM053332102$304.0K4452.3%
Crown Castle Intl Corp New(CCI)COM22822V101$232.0K2,8111.8%
Carmax Inc(KMX)COM143130102$201.0K3,0201.5%
Berkshire Hathaway Inc del(BRK/A)CL A084670108$20.7K950.2%
Arista Networks Inc(ANETEUR)COM040413106$17.0K241,2150.1%
Apple Inc(AAPL)COM037833100$15.5K124,7430.1%
Exxon Mobil Corp(XOM)COM30231G102$8.2K96,3710.1%
Actavis PLCSHSG0083B108$8.0K26,7160.1%
Ishares TR(IVW)S&P 500 GRWT ETF464287309$7.1K62,0760.1%
Ishares TR(IVE)S&P 500 VAL ETF464287408$6.9K74,0260.1%
Microsoft Corp(MSFT)COM594918104$6.8K166,9190.1%
Disney Walt Co(DIS)COM DISNEY254687106$6.6K62,6910.1%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$5.0K34,5280.0%
Merck & Co Inc New(MRK)COM58933Y105$4.8K82,8760.0%
Johnson & Johnson(JNJ)COM478160104$4.5K44,4710.0%
General Electric CoCOM369604103$4.2K170,9600.0%
Pfizer Inc(PFE)COM717081103$4.1K117,3560.0%
Procter & Gamble Co(PG)COM742718109$4.0K48,3010.0%
Gilead Sciences Inc(GILD)COM375558103$3.9K39,3600.0%
Wells Fargo & Co New(WFC)COM949746101$3.8K69,0110.0%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$3.2K29,6530.0%
Pepsico Inc(PEP)COM713448108$3.0K30,9910.0%
Bristol Myers Squibb Co(BMY)COM110122108$2.9K45,3870.0%
JPMorgan Chase & Co(JPM)COM46625H100$2.8K45,7530.0%
Intel Corp(INTC)COM458140100$2.7K85,8670.0%
Coca Cola Co(KO)COM191216100$2.6K65,0730.0%
Chevron Corp New(CVX)COM166764100$2.6K24,4910.0%
Wal-Mart Stores Inc(WMT)COM931142103$2.5K29,7830.0%
Oracle Corp(ORCL)COM68389X105$2.4K54,8930.0%
International Business Machs(IBM)COM459200101$2.3K14,6200.0%
Verizon Communications Inc(VZ)COM92343V104$2.3K47,5150.0%
Facebook Inc(META)CL A30303M102$2.2K27,0740.0%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$2.2K10,5510.0%
Google IncCL A38259P508$2.2K3,9220.0%
Home Depot Inc(HD)COM437076102$2.2K19,0140.0%
Novartis A G(NVSN)SPONSORED ADR66987V109$2.2K21,8960.0%
Toyota Motor Corp(TM)SP ADR REP2COM892331307$2.1K15,0420.0%
3M Co(MMM)COM88579Y101$2.1K12,6770.0%
Spdr S&P Midcap 400 ETF TR(MDY)UTSER1 S&PDCRP78467Y107$2.0K7,1960.0%
AT&T Inc(T)COM00206R102$2.0K61,0010.0%
Amazon COM Inc(AMZN)COM023135106$2.0K5,2490.0%
Amgen Inc(AMGN)COM031162100$1.9K11,9550.0%
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