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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
56
7
5
3
1
0
38
7
3
WEATHERLY ASSET MANAGEMENT LP

Time Period2019-06-30

Total Holdings189

Total Value ($x1000)501,863
Activities
New7

Increased47

Unchanged29

Decreased106

Sold Out3

Top 10 Stock Holdingstotal 41.63%
LLY7.22

NFLX6.74

AMZN5.94

AAPL5.61

CGW3.24

 
XBI2.78

MSFT2.75

ADBE2.71

SBUX2.47

HD2.17

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
LLY
7.22%
COM
NFLX
6.74%
COM
AMZN
5.94%
COM
AAPL
5.61%
COM
CGW
3.24%
S&P GBL WATER
XBI
2.78%
S&P BIOTECH
MSFT
2.75%
COM
ADBE
2.71%
COM
SBUX
2.47%
COM
HD
2.17%
COM
WM
2.01%
COM
PYPL
1.99%
COM
T
1.78%
COM
DIS
1.77%
COM DISNEY
ITOT
1.52%
CORE S&P TTL STK
JNJ
1.49%
COM
V
1.36%
COM CL A
GOOGL
1.24%
CAP STK CL A
BA
1.16%
COM
BLCN
1.12%
NSD NXGN ECO ETF
INTC
1.01%
COM
VZ
1.01%
COM
CYBR
0.98%
SHS
COST
0.94%
COM
IWR
0.94%
RUS MID-CAP ETF
PG
0.91%
COM
CSCO
0.91%
COM
GD
0.83%
COM
RDS/A
0.81%
SPONS ADR A
UNH
0.79%
COM
FB
0.73%
CL A
QCOM
0.71%
COM
KMB
0.7%
COM
LMT
0.65%
COM
HRL
0.65%
COM
TOT
0.64%
SPONSORED ADR
NKE
0.62%
CL B
ROK
0.6%
COM
IR
0.58%
SHS
ADM
0.58%
COM
RTN
0.52%
COM NEW
CNI
0.52%
COM
TOTL
0.51%
SPDR TR TACTIC
IXUS
0.5%
CORE MSCITOTAL
ABT
0.5%
COM
CL
0.49%
COM
XLV
0.49%
SBI HEALTHCARE
MMM
0.48%
COM
ENZL
0.48%
NW ZEALND CP ETF
IP
0.47%
COM
IBM
0.46%
COM
SAP
0.44%
SPON ADR
BRK.B
0.43%
CL B NEW
NSC
0.42%
COM
BAX
0.42%
COM
GOOG
0.42%
CAP STK CL C
TGT
0.42%
COM
TSN
0.4%
CL A
IVV
0.4%
CORE S&P500 ETF
NTR
0.38%
COM
CVX
0.38%
COM
HAL
0.37%
COM
JPM
0.34%
COM
XOM
0.33%
COM
CVS
0.33%
COM
COP
0.32%
COM
ACN
0.31%
SHS CLASS A
CMCSA
0.31%
CL A
WMT
0.31%
COM
HON
0.3%
COM
ALL
0.3%
COM
UL
0.29%
SPON ADR NEW
MCK
0.29%
COM
BLK
0.29%
COM
PANW
0.28%
COM
MCD
0.28%
COM
SYMC
0.28%
COM
CAT
0.28%
COM
DEO
0.27%
SPON ADR NEW
IJH
0.27%
CORE S&P MCP ETF
PFF
0.27%
U.S. PFD STK ETF
CSX
0.26%
COM
SHW
0.26%
COM
AWR
0.25%
COM
PFE
0.25%
COM
FHLC
0.23%
MSCI HLTH CARE I
DXCM
0.22%
COM
ORCL
0.22%
COM
WFC
0.22%
COM
KO
0.22%
COM
A
0.21%
COM
DE
0.21%
COM
GE
0.2%
COM
ALLE
0.2%
ORD SHS
MINT
0.2%
ENHAN SHRT MAT
SPY
0.19%
TR UNIT
PHO
0.19%
WATER RES ETF
NUVA
0.18%
COM
GSY
0.18%
ULTRA SHRT DUR
FDX
0.17%
COM
DVY
0.17%
SELECT DIVID ETF
GLW
0.17%
COM
NOW
0.17%
COM
GLD
0.17%
GOLD SHS
JEC
0.17%
COM
JPST
0.17%
ULTRA SHRT INC
WIP
0.16%
DB INT GVT ETF
EA
0.16%
COM
ALK
0.16%
COM
IWB
0.15%
RUS 1000 ETF
AMT
0.15%
COM
PSX
0.15%
COM
MDT
0.15%
SHS
FLOT
0.14%
FLTG RATE BD ETF
FCX
0.14%
COM
PRF
0.13%
FTSE RAFI 1000
INTU
0.13%
COM
MRK
0.13%
COM
SCHB
0.12%
US BRD MKT ETF
AMGN
0.12%
COM
ABBV
0.12%
COM
HSY
0.12%
COM
SNY
0.12%
SPONSORED ADR
SRE
0.11%
COM
QQQ
0.11%
UNIT SER 1
IWD
0.1%
RUS 1000 VAL ETF
SCHO
0.1%
SHT TM US TRES
XLI
0.1%
SBI INT-INDS
EPD
0.09%
COM
LRCX
0.09%
COM
ASML
0.09%
N Y REGISTRY SHS
USMV
0.09%
USA MIN VOL ETF
RY
0.09%
COM
MA
0.09%
CL A
UTX
0.09%
COM
ACWI
0.08%
MSCI ACWI ETF
VOO
0.08%
SHS
TAP
0.08%
CL B
PM
0.08%
COM
SLB
0.08%
COM
PSA
0.08%
PRN
IWF
0.07%
RUS 1000 GRW ETF
UPS
0.07%
CL B
DG
0.07%
COM
BABA
0.07%
SPONSORED ADS
PGR
0.07%
COM
CONE
0.07%
COM
EMR
0.07%
COM
TSLA
0.07%
COM
CI
0.07%
COM
ITRI
0.07%
COM
BAC
0.07%
COM
BIV
0.06%
INTERMED TERM
IFN
0.06%
PRN
NEE
0.06%
COM
CAH
0.06%
COM
VEA
0.06%
FTSE DEV MKT ETF
AGN
0.06%
SHS
CAG
0.06%
COM
AGG
0.06%
CORE TOTUSBD ETF
WAL
0.06%
COM
SHY
0.06%
1-3 YR TR BD ETF
LUV
0.06%
COM
IGE
0.06%
NA NAT RES
NVS
0.06%
SPONSORED ADR
CHKP
0.06%
ORD
FLR
0.06%
COM
WRK
0.05%
COM
BKNG
0.05%
COM
HMC
0.05%
AMERN SHS
LW
0.05%
COM
MTUM
0.05%
MSCI USAMOMFCT
MDLZ
0.05%
CL A
CMA
0.05%
COM
LQD
0.05%
IBOXX INV CP ETF
TAK
0.05%
SPONSORED ADS
BBT
0.05%
COM
RYN
0.05%
COM
OKE
0.05%
COM
ADP
0.05%
COM
MO
0.05%
COM
UNP
0.05%
COM
VTV
0.05%
VALUE ETF
MOO
0.05%
AGRIBUSINESS ETF
CTSH
0.04%
CL A
CERN
0.04%
COM
IBB
0.04%
NASDQ BIOTEC ETF
TIP
0.04%
TIPS BD ETF
BMY
0.04%
COM
DWDP
0.05%
COM
CELG
0.05%
COM
MPC
0.04%
COM