Laird Norton Wetherby Trust Company, LLC

Q4 2024 13F-HR Detailed Holdings

Location
Seattle, WA
Holdings as of
12/31/2024
Date filed
2/14/2025
Form type
13F-HR
Num holdings
80
Total value ($000)
$731,392
Net value change ($000)
-32,227 (-4.2%)
New positions
12
Sold out positions
16
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 11/14/2024 Next filing: 5/15/2025 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTI 10,196 18.9%
AMZN 5,429 33.9%
TSLA 5,058 NEW
BND 4,040 111.9%
MUB 2,074 29.2%
AMAT 1,990 NEW
AAPL 1,755 7.3%
DGRO 1,058 NEW
SCHWAB STRATEGIC TRUST 1,039 NEW
RELY 966 68.5%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -32,441 -10.1%
GETY -8,130 -43.7%
VEU -5,785 -7.0%
ABBV -4,018 -100.0%
VTEB -3,415 -58.6%
BILL -2,438 -100.0%
VWO -1,905 -6.5%
VEA -1,824 -9.7%
EFA -1,791 -17.1%
BIL -1,567 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 LNW Wealth Management, LLC