WEATHERLY ASSET MANAGEMENT L. P.

PrivateCIK: 934745
Location

DEL MAR, CA

186
Positions
$1.24B
Total AUM (reported)
8.82M
Total Shares

Allocation by class

TOTAL AUM$1.24B186 positions
COMMON$1.16B93.6%
FOREIGN$78.99M6.4%

Portfolio Concentration

Top 330.6%4–1019.1%11–2523.6%Rest26.6%TOP 1049.7%0%100%
Top 3$378.93M30.6%
4–10$235.81M19.1%
11–25$292.41M23.6%
Rest$329.33M26.6%

Top 3 weight

30.6%

Top 10 weight

49.7%

Voting Authority Distribution

Total shares with voting rights: 8.80M

Sole

Full voting authority

8.80M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole186
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings186
Rows:

ELI LILLY & CO

SOLE
COMMON
Shares273.07K
TypeSH
Market value$251.16M
20.31%
Sole
273.07K
Shared
0.00
None
0.00

APPLE INC

SOLE
COMMON
Shares323.86K
TypeSH
Market value$82.19M
6.65%
Sole
323.48K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COMMON
Shares218.82K
TypeSH
Market value$45.57M
3.69%
Sole
218.27K
Shared
0.00
None
0.00

FIDELITY MERRIMACK STR TR

SOLE
COMMON
Shares898.54K
TypeSH
Market value$41.13M
3.33%
Sole
894.65K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COMMON
Shares398.32K
TypeSH
Market value$38.30M
3.10%
Sole
397.40K
Shared
0.00
None
0.00

J P MORGAN EXCHANGE TRADED F

SOLE
COMMON
Shares726.59K
TypeSH
Market value$37.04M
3.00%
Sole
725.02K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COMMON
Shares98.72K
TypeSH
Market value$36.54M
2.96%
Sole
98.52K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
COMMON
Shares100.44K
TypeSH
Market value$28.88M
2.34%
Sole
100.36K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COMMON
Shares27.42K
TypeSH
Market value$27.33M
2.21%
Sole
27.30K
Shared
0.00
None
0.00

J P MORGAN EXCHANGE TRADED F

SOLE
COMMON
Shares525.35K
TypeSH
Market value$26.59M
2.15%
Sole
524.63K
Shared
0.00
None
0.00

SSGA ACTIVE ETF TR

SOLE
COMMON
Shares656.50K
TypeSH
Market value$26.08M
2.11%
Sole
652.07K
Shared
0.00
None
0.00

WASTE MGMT INC DEL

SOLE
COMMON
Shares112.60K
TypeSH
Market value$25.87M
2.09%
Sole
112.32K
Shared
0.00
None
0.00

INVESCO EXCH TRADED FD TR II

SOLE
COMMON
Shares402.92K
TypeSH
Market value$25.76M
2.08%
Sole
402.71K
Shared
0.00
None
0.00

VANGUARD WHITEHALL FDS

SOLE
FOREIGN
Shares284.12K
TypeSH
Market value$25.13M
2.03%
Sole
282.92K
Shared
0.00
None
0.00

ISHARES TR

SOLE
COMMON
Shares159.67K
TypeSH
Market value$22.74M
1.84%
Sole
159.09K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COMMON
Shares129.87K
TypeSH
Market value$22.65M
1.83%
Sole
129.87K
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC

SOLE
COMMON
Shares138.99K
TypeSH
Market value$22.28M
1.80%
Sole
138.54K
Shared
0.00
None
0.00

FIDELITY COVINGTON TRUST

SOLE
COMMON
Shares306.48K
TypeSH
Market value$21.56M
1.74%
Sole
305K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
COMMON
Shares158.09K
TypeSH
Market value$20.19M
1.63%
Sole
157.97K
Shared
0.00
None
0.00

ASML HLDG NV

SOLE
FOREIGN
Shares13.86K
TypeSH
Market value$18.31M
1.48%
Sole
13.84K
Shared
0.00
None
0.00

VISA INC

SOLE
COMMON
Shares53.60K
TypeSH
Market value$16.20M
1.31%
Sole
53.55K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COMMON
Shares37.67K
TypeSH
Market value$12.39M
1.00%
Sole
37.59K
Shared
0.00
None
0.00

PROCTER & GAMBLE CO

SOLE
COMMON
Shares83.26K
TypeSH
Market value$12.03M
0.97%
Sole
82.73K
Shared
0.00
None
0.00

GENERAL DYNAMICS CORP

SOLE
COMMON
Shares32.68K
TypeSH
Market value$11.22M
0.91%
Sole
32.48K
Shared
0.00
None
0.00

CORNING INC

SOLE
COMMON
Shares73.47K
TypeSH
Market value$9.99M
0.81%
Sole
73.14K
Shared
0.00
None
0.00
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