W
WETHERBY ASSET MANAGEMENT INC
RIA/Wealth
WETHERBY ASSET MANAGEMENT INC is a RIA/Wealth based in Norfolk, VA led by Robert Scott Redmond, managing $2.4B across 928 long positions as of Q3 2025 with AAPL as the largest holding (7% allocation).
PresidentRobert Scott Redmond
- Portfolio Value
- $2.4B
- Positions
- 928
- Top Holding
- AAPL at 6.63%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in WETHERBY ASSET MANAGEMENT INC's portfolio (33.4% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $162.3M | 6.63% | -$4.0M Sold | 0.00% 637.5K shares | |
Semiconductors Technology | $131.0M | 5.35% | +$1.5M Bought | 0.00% 702.1K shares | |
Software - Infrastructure Technology | $128.3M | 5.24% | +$6.7M Bought | 0.00% 247.7K shares | |
ETF ETF | $103.7M | 4.24% | -$220.2K Sold | — 316.0K shares | |
Specialty Retail Consumer Cyclical | $71.3M | 2.91% | +$344.9K Bought | 0.00% 324.6K shares | |
Internet Content & Information Communication Services | $56.0M | 2.29% | +$21.6K Bought | 0.00% 230.2K shares | |
Internet Content & Information Communication Services | $47.8M | 1.95% | +$370.9K Bought | 0.00% 65.0K shares | |
ETF ETF | $43.6M | 1.78% | +$196.7K Bought | — 728.2K shares | |
ETF ETF | $42.6M | 1.74% | +$1.9M Bought | — 63.9K shares | |
Semiconductors Technology | $31.4M | 1.28% | +$1.4M Bought | 0.00% 95.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in WETHERBY ASSET MANAGEMENT INC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for WETHERBY ASSET MANAGEMENT INC
GthenA