WEATHERLY ASSET MANAGEMENT L. P. | 13F Holdings | BadatCrypto

WEATHERLY ASSET MANAGEMENT L. P.

CIK: 0000934745

376

Signals (30d)

376

Buys (30d)

0

Sells (30d)

190

Current Positions

⏱ Historical Data Pending

Recent Signals

Historical data not yet available for this fund

Signals will appear when we have Q3 2025 comparison data

Current Positions

Showing 50 of 190 positions

ELI LILLY & Co

274,102 shares

$294.6M

22.67%

Apple Inc.

331,250 shares

$90.1M

6.93%

AMAZON COM INC

223,567 shares

$51.6M

3.97%

MICROSOFT CORP

98,759 shares

$47.8M

3.68%

882,620 shares

$40.8M

3.14%

NETFLIX INC

401,201 shares

$37.6M

2.89%

707,636 shares

$36.1M

2.78%

Alphabet Inc.

102,175 shares

$32.0M

2.46%

JPMorgan Ultra-Short Income ETF

511,137 shares

$25.9M

2.00%

280,386 shares

$25.6M

1.97%

403,007 shares

$25.4M

1.95%

630,110 shares

$25.4M

1.95%

NVIDIA CORP

132,838 shares

$24.8M

1.91%

WASTE MANAGEMENT INC

112,645 shares

$24.7M

1.90%

COSTCO WHOLESALE CORP /NEW

27,986 shares

$24.1M

1.86%

iShares Core S&P Total U.S. Stock Market ETF

158,016 shares

$23.5M

1.81%

297,873 shares

$22.1M

1.70%

48,903 shares

$21.8M

1.68%

SPDR S&P Biotech ETF

158,225 shares

$19.3M

1.48%

VISA INC.

54,075 shares

$19.0M

1.46%

ASML HOLDING NV

13,519 shares

$14.5M

1.11%

HOME DEPOT, INC.

37,749 shares

$13.0M

1.00%

PROCTER & GAMBLE Co

81,187 shares

$11.6M

0.90%

GENERAL DYNAMICS CORP

33,507 shares

$11.3M

0.87%

Arista Networks, Inc.

79,119 shares

$10.4M

0.80%

Fortinet, Inc.

109,012 shares

$8.7M

0.67%

COCA COLA CO

119,442 shares

$8.4M

0.64%

ADOBE INC.

23,023 shares

$8.1M

0.62%

Alphabet Inc.

25,622 shares

$8.0M

0.62%

DIGITAL REALTY TRUST, INC.

50,991 shares

$7.9M

0.61%

Walmart Inc.

65,337 shares

$7.3M

0.56%

DEERE & CO

15,234 shares

$7.1M

0.55%

Meta Platforms, Inc.

10,624 shares

$7.0M

0.54%

STARBUCKS CORP

82,669 shares

$7.0M

0.54%

SPDR GOLD TRUST

17,552 shares

$7.0M

0.54%

LOCKHEED MARTIN CORP

14,119 shares

$6.8M

0.53%

CORNING INC /NY

75,780 shares

$6.6M

0.51%

iShares Core MSCI Total International Stock ETF

78,241 shares

$6.6M

0.51%

CONOCOPHILLIPS

69,214 shares

$6.5M

0.50%

Walt Disney Co

55,974 shares

$6.4M

0.49%

Palo Alto Networks Inc

33,750 shares

$6.2M

0.48%

JOHNSON & JOHNSON

28,828 shares

$6.0M

0.46%

ServiceNow, Inc.

37,581 shares

$5.8M

0.44%

MCKESSON CORP

6,728 shares

$5.5M

0.43%

Broadcom Inc.

15,596 shares

$5.4M

0.42%

RTX Corp

26,964 shares

$4.9M

0.38%

Zscaler, Inc.

21,930 shares

$4.9M

0.38%

Shell plc

65,375 shares

$4.8M

0.37%

AMPHENOL CORP /DE/

34,659 shares

$4.7M

0.36%

Berkshire Hathaway Inc. Class B

9,312 shares

$4.7M

0.36%

Most Active Tickers

ELI LILLY & Co

2 signals

Apple Inc.

2 signals

AMAZON COM INC

2 signals

MICROSOFT CORP

2 signals

2 signals

NETFLIX INC

2 signals

2 signals

Alphabet Inc.

2 signals

JPMorgan Ultra-Short Income ETF

2 signals

Activity (Last 7 Days)

Apr 15, 2026

+186-0

Jan 16, 2026

+190-0

Quick Links

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