Weatherly Asset Management L. P
$1.2B Assets Reported
194 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| LLY | ELI LILLY & CO | 273,072 | $251M | 20.3% |
| AAPL | APPLE INC | 323,858 | $82M | 6.6% |
| AMZN | AMAZON COM INC | 218,822 | $46M | 3.7% |
| FBND | FIDELITY MERRIMACK STR TR | 898,544 | $41M | 3.3% |
| NFLX | NETFLIX INC. | 398,317 | $38M | 3.1% |
| JMST | J P MORGAN EXCHANGE TRADED F | 726,586 | $37M | 3.0% |
| MSFT | MICROSOFT CORP | 98,717 | $37M | 3.0% |
| GOOGL | ALPHABET INC | 100,438 | $29M | 2.3% |
| COST | COSTCO WHOLESALE CORPORATION | 27,424 | $27M | 2.2% |
| JPST | J P MORGAN EXCHANGE TRADED F | 525,345 | $27M | 2.2% |
Track Weatherly Asset Management L. P's 13F portfolio: $1.2B in reported holdings, 194 positions. Top holdings, AUM, and quarterly changes on SentiSense.