WEATHERLY ASSET MANAGEMENT L. P. Q1 2022 Filing

Filed May 6, 2022

Portfolio Value

$854.9M

Holdings

195

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (195 positions)

StockValue
BAXBAXTER INTL INC
$1.4M
MMM3M CO
$1.3M
INTUINTUIT
$1.3M
LRCXEURLAM RESEARCH CORP
$1.2M
AWRAMER STATES WTR CO
$1.2M
PHOINVESCO EXCHANGE TRADED FD T
$1.2M
MCDMCDONALDS CORP
$1.2M
IDXXIDEXX LABS INC
$1.1M
XOMEXXON MOBIL CORP
$1.1M
IJHISHARES TR
$1.0M
MAMASTERCARD INCORPORATED
$1.0M
PFFISHARES TR
$1.0M
IBMINTERNATIONAL BUSINESS MACHS
$994K
ORCLORACLE CORP
$981K
HALHALLIBURTON CO
$959K
MINTPIMCO ETF TR
$958K
AQLTISHARES TR
$873K
PEPPEPSICO INC
$832K
EAELECTRONIC ARTS INC
$827K
SPYSPDR S&P 500 ETF TR
$811K
AMGNAMGEN INC
$798K
NDQINVESCO QQQ TR
$739K
MDTMEDTRONIC PLC
$709K
HSYHERSHEY CO
$708K
IRINGERSOLL RAND INC
$704K
NUVAGBPNUVASIVE INC
$675K
MRKMERCK & CO INC
$663K
SNYSANOFI
$661K
IWFISHARES TR
$652K
TEAMATLASSIAN CORP PLC
$649K
GENNORTONLIFELOCK INC
$648K
ALLEALLEGION PLC
$643K
WFCWELLS FARGO CO NEW
$638K
OKTAOKTA INC
$634K
IWDISHARES TR
$627K
IWBISHARES TR
$621K
AMTAMERICAN TOWER CORP NEW
$596K
AMDADVANCED MICRO DEVICES INC
$595K
UPSUNITED PARCEL SERVICE INC
$595K
VOOVANGUARD INDEX FDS
$570K
LUVSOUTHWEST AIRLS CO
$552K
PSXPHILLIPS 66
$549K
CECELANESE CORP DEL
$539K
SCHBSCHWAB STRATEGIC TR
$513K
DDOGDATADOG INC
$504K
DGDOLLAR GEN CORP NEW
$478K
SCHOSCHWAB STRATEGIC TR
$471K
TDOCTELADOC HEALTH INC
$461K
FLOTISHARES TR
$458K
ALKALASKA AIR GROUP INC
$452K
XLISELECT SECTOR SPDR TR
$448K
SRESEMPRA
$429K
SMMUPIMCO ETF TR
$421K
ALBALBEMARLE CORP
$404K
NUVNUVEEN MUN VALUE FD INC
$404K
PRFINVESCO EXCHANGE TRADED FD T
$402K
BMYBRISTOL-MYERS SQUIBB CO
$395K
SHOPSHOPIFY INC
$392K
PHGKONINKLIJKE PHILIPS N V
$391K
TWLOTWILIO INC
$380K
DUKDUKE ENERGY CORP NEW
$373K
CHKPCHECK POINT SOFTWARE TECH LT
$372K
TMOTHERMO FISHER SCIENTIFIC INC
$371K
EMREMERSON ELEC CO
$366K
VHTVANGUARD WORLD FDS
$360K
VTIVANGUARD INDEX FDS
$356K
CICIGNA CORP NEW
$352K
LYFTLYFT INC
$347K
VEAVANGUARD TAX-MANAGED INTL FD
$338K
WEAWESTERN ALLIANCE BANCORP
$336K
PGRPROGRESSIVE CORP
$334K
UNPUNION PAC CORP
$333K
CAGCONAGRA BRANDS INC
$318K
BIVVANGUARD BD INDEX FDS
$305K
MOALTRIA GROUP INC
$295K
SHYISHARES TR
$292K
NVSNNOVARTIS AG
$276K
ADPAUTOMATIC DATA PROCESSING IN
$275K
IJRISHARES TR
$262K
WIPSPDR SER TR
$257K
EPDENTERPRISE PRODS PARTNERS L
$254K
AMATAPPLIED MATLS INC
$251K
MDLZMONDELEZ INTL INC
$245K
MOOVANECK ETF TRUST
$240K
LULULULULEMON ATHLETICA INC
$236K
DWDMORGAN STANLEY
$235K
PSAPUBLIC STORAGE
$229K
DFUSDIMENSIONAL ETF TRUST
$228K
CMACOMERICA INC
$227K
AGCOAGCO CORP
$226K
RYNRAYONIER INC
$221K
HMCHONDA MOTOR LTD
$218K
MTCHMATCH GROUP INC NEW
$216K
SCHWSCHWAB CHARLES CORP
$207K
TIPISHARES TR
$202K
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