WEATHERLY ASSET MANAGEMENT L. P. Q1 2024 Filing

Filed April 19, 2024

Portfolio Value

$1.0B

Holdings

171

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (171 positions)

#StockSharesValue% PortfolioType
1
LLYELI LILLY & CO
297,536$231.5T22387719.26%
2
AAPLAPPLE INC
374,254$64.2T6207154.42%
3
MSFTMICROSOFT CORP
104,742$44.1T4262120.57%
4
AMZNAMAZON COM INC
233,575$42.1T4075002.51%
5
NFLXNETFLIX INC
49,269$29.9T2894072.08%
6
JMSTJ P MORGAN EXCHANGE TRADED F
566,112$28.7T2778216.50%
7
CGWINVESCO EXCH TRADED FD TR II
472,688$26.2T2538722.73%
8
WMWASTE MGMT INC DEL
108,949$23.2T2246052.11%
9
FBNDFIDELITY MERRIMACK STR TR
474,635$21.6T2087700.50%
10
COSTCOSTCO WHSL CORP NEW
29,154$21.4T2065870.38%
11
JPSTJ P MORGAN EXCHANGE TRADED F
417,903$21.1T2039150.71%
12
TOTLSSGA ACTIVE ETF TR
483,127$19.3T1871445.08%
13
ITOTISHARES TR
150,654$17.4T1680057.35%
14
VIGIVANGUARD WHITEHALL FDS
203,516$16.6T1604831.42%
15
GOOGLALPHABET INC
103,694$15.7T1513708.60%
16
NVDANVIDIA CORPORATION
17,055$15.4T1490421.41%
17
XBISPDR SER TR
162,351$15.4T1490007.64%
18
HDHOME DEPOT INC
39,748$15.2T1474726.67%
19
CYBRCYBERARK SOFTWARE LTD
57,254$15.2T1470943.69%
20
FHLCFIDELITY COVINGTON TRUST
202,529$14.1T1366685.62%
21
ADBEADOBE INC
27,876$14.1T1360492.30%
22
VVISA INC
50,213$14.0T1355371.79%
23
PGPROCTER AND GAMBLE CO
71,124$11.5T1116131.13%
24
SBUXSTARBUCKS CORP
115,535$10.6T1021232.30%
25
ASMLASML HOLDING N V
10,318$10.0T968507.52%
26
DISDISNEY WALT CO
72,837$8.9T861998.90%
27
GDGENERAL DYNAMICS CORP
29,729$8.4T812260.81%
28
FTNTFORTINET INC
119,773$8.2T791327.57%
29
COPCONOCOPHILLIPS
56,943$7.2T700997.08%
30
LMTLOCKHEED MARTIN CORP
14,747$6.7T648767.89%
31
JNJJOHNSON & JOHNSON
42,257$6.7T646537.93%
32
UNHUNITEDHEALTH GROUP INC
13,079$6.5T625792.13%
33
KOCOCA COLA CO
86,633$5.3T516589.48%
34
IXUSISHARES TR
75,289$5.1T494150.51%
35
ANETEURARISTA NETWORKS INC
17,201$5.0T482430.56%
36
METAMETA PLATFORMS INC
10,272$5.0T482423.98%
37
NOWSERVICENOW INC
6,409$4.9T472591.88%
38
EQIXEQUINIX INC
5,650$4.7T451013.13%
39
PANWPALO ALTO NETWORKS INC
16,046$4.6T440957.71%
40
TTENTOTALENERGIES SE
65,198$4.5T438826.02%
41
DEDEERE & CO
10,921$4.5T435336.68%
42
FQIDIGITAL RLTY TR INC
30,897$4.5T430439.88%
43
NEENEXTERA ENERGY INC
65,328$4.2T403812.19%
44
QCOMQUALCOMM INC
24,139$4.1T395270.33%
45
GOOGALPHABET INC
26,326$4.0T387686.67%
46
PYPLPAYPAL HLDGS INC
58,488$3.9T378956.98%
47
ROKROCKWELL AUTOMATION INC
13,406$3.9T377754.18%
48
TTTRANE TECHNOLOGIES PLC
12,731$3.8T369649.30%
49
MCKMCKESSON CORP
6,928$3.7T360147.30%
50
GQ9SPDR GOLD TR
17,804$3.7T354237.95%
51
SHELSHELL PLC
54,294$3.6T352044.07%
52
CVXCHEVRON CORP NEW
22,938$3.6T349961.12%
53
BACVERIZON COMMUNICATIONS INC
85,650$3.6T347597.69%
54
DYHTARGET CORP
19,225$3.4T329504.99%
55
ABTABBOTT LABS
26,416$3.0T290391.42%
56
DGXQUEST DIAGNOSTICS INC
22,365$3.0T287933.88%
57
APHAMPHENOL CORP NEW
25,660$3.0T286823.64%
58
ADMARCHER DANIELS MIDLAND CO
45,529$2.9T276588.13%
59
DC4DEXCOM INC
20,466$2.8T274550.74%
60
BRK/BBERKSHIRE HATHAWAY INC DEL
6,665$2.8T271095.35%
61
MAMASTERCARD INCORPORATED
5,571$2.7T259500.06%
62
CSCOCISCO SYS INC
53,401$2.7T257780.49%
63
XLVSELECT SECTOR SPDR TR
17,953$2.7T256515.69%
64
TSLATESLA INC
14,766$2.6T251055.79%
65
CATCATERPILLAR INC
6,836$2.5T242273.68%
66
NKENIKE INC
26,361$2.5T240550.04%
67
NTRNUTRIEN LTD
42,787$2.3T226989.81%
68
JPMJPMORGAN CHASE & CO
11,618$2.3T225075.15%
69
CLCOLGATE PALMOLIVE CO
25,828$2.3T224950.87%
70
SAPSAP SE
11,833$2.3T223212.05%
71
SHWSHERWIN WILLIAMS CO
6,576$2.3T220901.81%
72
TAT&T INC
129,105$2.3T219770.00%
73
FDXFEDEX CORP
7,757$2.3T218313.60%
74
WMTWALMART INC
36,514$2.2T213229.17%
75
IWRISHARES TR
24,201$2.0T196829.93%
76
LRCXEURLAM RESEARCH CORP
2,040$2.0T192092.52%
77
INTCINTEL CORP
44,683$2.0T190889.62%
78
IVVISHARES TR
3,691$1.9T187693.63%
79
RTXRTX CORPORATION
19,399$1.9T182990.37%
80
ACNACCENTURE PLC IRELAND
5,423$1.9T181785.53%
81
BABOEING CO
9,557$1.8T178387.01%
82
NSCNORFOLK SOUTHN CORP
6,815$1.7T167992.11%
83
HRLHORMEL FOODS CORP
49,210$1.7T166060.91%
84
ABBVABBVIE INC
9,425$1.7T165998.63%
85
CECELANESE CORP DEL
9,518$1.6T158209.92%
86
KMBKIMBERLY-CLARK CORP
12,314$1.6T155471.89%
87
FCXFREEPORT-MCMORAN INC
34,016$1.6T154695.43%
88
HONHONEYWELL INTL INC
7,604$1.6T150958.20%
89
ALBALBEMARLE CORP
11,190$1.5T142998.49%
90
WRKUSDWESTROCK CO
29,558$1.5T141368.96%
91
XOMEXXON MOBIL CORP
12,296$1.4T138236.71%
92
CSXCSX CORP
37,625$1.4T134900.48%
93
ALSALLSTATE CORP
7,894$1.4T132812.02%
94
PEPPEPSICO INC
7,786$1.4T132589.56%
95
AG8AGILENT TECHNOLOGIES INC
9,389$1.4T132130.24%
96
PHOINVESCO EXCHANGE TRADED FD T
20,172$1.3T129879.58%
97
BLKCHFBLACKROCK INC
1,598$1.3T128854.55%
98
CVSCVS HEALTH CORP
15,762$1.3T121590.84%
99
ORCLORACLE CORP
9,890$1.2T120154.17%
100
MCDMCDONALDS CORP
4,378$1.2T119385.64%
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