WEATHERLY ASSET MANAGEMENT L. P. Q1 2024 Filing

Filed April 19, 2024

Portfolio Value

$1033.9T

Holdings

171

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (171 positions)

#StockSharesValue% PortfolioType
1
LLYELI LILLY & CO
297,536$231.5T22.39%
2
AAPLAPPLE INC
374,254$64.2T6.21%
3
MSFTMICROSOFT CORP
104,742$44.1T4.26%
4
AMZNAMAZON COM INC
233,575$42.1T4.08%
5
NFLXNETFLIX INC
49,269$29.9T2.89%
6
JMSTJ P MORGAN EXCHANGE TRADED F
566,112$28.7T2.78%
7
CGWINVESCO EXCH TRADED FD TR II
472,688$26.2T2.54%
8
WMWASTE MGMT INC DEL
108,949$23.2T2.25%
9
FBNDFIDELITY MERRIMACK STR TR
474,635$21.6T2.09%
10
COSTCOSTCO WHSL CORP NEW
29,154$21.4T2.07%
11
JPSTJ P MORGAN EXCHANGE TRADED F
417,903$21.1T2.04%
12
TOTLSSGA ACTIVE ETF TR
483,127$19.3T1.87%
13
ITOTISHARES TR
150,654$17.4T1.68%
14
VIGIVANGUARD WHITEHALL FDS
203,516$16.6T1.60%
15
GOOGLALPHABET INC
103,694$15.7T1.51%
16
NVDANVIDIA CORPORATION
17,055$15.4T1.49%
17
XBISPDR SER TR
162,351$15.4T1.49%
18
HDHOME DEPOT INC
39,748$15.2T1.47%
19
CYBRCYBERARK SOFTWARE LTD
57,254$15.2T1.47%
20
FHLCFIDELITY COVINGTON TRUST
202,529$14.1T1.37%
21
ADBEADOBE INC
27,876$14.1T1.36%
22
VVISA INC
50,213$14.0T1.36%
23
PGPROCTER AND GAMBLE CO
71,124$11.5T1.12%
24
SBUXSTARBUCKS CORP
115,535$10.6T1.02%
25
ASMLASML HOLDING N V
10,318$10.0T0.97%
26
DISDISNEY WALT CO
72,837$8.9T0.86%
27
GDGENERAL DYNAMICS CORP
29,729$8.4T0.81%
28
FTNTFORTINET INC
119,773$8.2T0.79%
29
COPCONOCOPHILLIPS
56,943$7.2T0.70%
30
LMTLOCKHEED MARTIN CORP
14,747$6.7T0.65%
31
JNJJOHNSON & JOHNSON
42,257$6.7T0.65%
32
UNHUNITEDHEALTH GROUP INC
13,079$6.5T0.63%
33
KOCOCA COLA CO
86,633$5.3T0.52%
34
IXUSISHARES TR
75,289$5.1T0.49%
35
ANETEURARISTA NETWORKS INC
17,201$5.0T0.48%
36
METAMETA PLATFORMS INC
10,272$5.0T0.48%
37
NOWSERVICENOW INC
6,409$4.9T0.47%
38
EQIXEQUINIX INC
5,650$4.7T0.45%
39
PANWPALO ALTO NETWORKS INC
16,046$4.6T0.44%
40
TTENTOTALENERGIES SE
65,198$4.5T0.44%
41
DEDEERE & CO
10,921$4.5T0.44%
42
FQIDIGITAL RLTY TR INC
30,897$4.5T0.43%
43
NEENEXTERA ENERGY INC
65,328$4.2T0.40%
44
QCOMQUALCOMM INC
24,139$4.1T0.40%
45
GOOGALPHABET INC
26,326$4.0T0.39%
46
PYPLPAYPAL HLDGS INC
58,488$3.9T0.38%
47
ROKROCKWELL AUTOMATION INC
13,406$3.9T0.38%
48
TTTRANE TECHNOLOGIES PLC
12,731$3.8T0.37%
49
MCKMCKESSON CORP
6,928$3.7T0.36%
50
GQ9SPDR GOLD TR
17,804$3.7T0.35%
51
SHELSHELL PLC
54,294$3.6T0.35%
52
CVXCHEVRON CORP NEW
22,938$3.6T0.35%
53
BACVERIZON COMMUNICATIONS INC
85,650$3.6T0.35%
54
DYHTARGET CORP
19,225$3.4T0.33%
55
ABTABBOTT LABS
26,416$3.0T0.29%
56
DGXQUEST DIAGNOSTICS INC
22,365$3.0T0.29%
57
APHAMPHENOL CORP NEW
25,660$3.0T0.29%
58
ADMARCHER DANIELS MIDLAND CO
45,529$2.9T0.28%
59
DC4DEXCOM INC
20,466$2.8T0.27%
60
BRK/BBERKSHIRE HATHAWAY INC DEL
6,665$2.8T0.27%
61
MAMASTERCARD INCORPORATED
5,571$2.7T0.26%
62
CSCOCISCO SYS INC
53,401$2.7T0.26%
63
XLVSELECT SECTOR SPDR TR
17,953$2.7T0.26%
64
TSLATESLA INC
14,766$2.6T0.25%
65
CATCATERPILLAR INC
6,836$2.5T0.24%
66
NKENIKE INC
26,361$2.5T0.24%
67
NTRNUTRIEN LTD
42,787$2.3T0.23%
68
JPMJPMORGAN CHASE & CO
11,618$2.3T0.23%
69
CLCOLGATE PALMOLIVE CO
25,828$2.3T0.22%
70
SAPSAP SE
11,833$2.3T0.22%
71
SHWSHERWIN WILLIAMS CO
6,576$2.3T0.22%
72
TAT&T INC
129,105$2.3T0.22%
73
FDXFEDEX CORP
7,757$2.3T0.22%
74
WMTWALMART INC
36,514$2.2T0.21%
75
IWRISHARES TR
24,201$2.0T0.20%
76
LRCXEURLAM RESEARCH CORP
2,040$2.0T0.19%
77
INTCINTEL CORP
44,683$2.0T0.19%
78
IVVISHARES TR
3,691$1.9T0.19%
79
RTXRTX CORPORATION
19,399$1.9T0.18%
80
ACNACCENTURE PLC IRELAND
5,423$1.9T0.18%
81
BABOEING CO
9,557$1.8T0.18%
82
NSCNORFOLK SOUTHN CORP
6,815$1.7T0.17%
83
HRLHORMEL FOODS CORP
49,210$1.7T0.17%
84
ABBVABBVIE INC
9,425$1.7T0.17%
85
CECELANESE CORP DEL
9,518$1.6T0.16%
86
KMBKIMBERLY-CLARK CORP
12,314$1.6T0.16%
87
FCXFREEPORT-MCMORAN INC
34,016$1.6T0.15%
88
HONHONEYWELL INTL INC
7,604$1.6T0.15%
89
ALBALBEMARLE CORP
11,190$1.5T0.14%
90
WRKUSDWESTROCK CO
29,558$1.5T0.14%
91
XOMEXXON MOBIL CORP
12,296$1.4T0.14%
92
CSXCSX CORP
37,625$1.4T0.13%
93
ALSALLSTATE CORP
7,894$1.4T0.13%
94
PEPPEPSICO INC
7,786$1.4T0.13%
95
AG8AGILENT TECHNOLOGIES INC
9,389$1.4T0.13%
96
PHOINVESCO EXCHANGE TRADED FD T
20,172$1.3T0.13%
97
BLKCHFBLACKROCK INC
1,598$1.3T0.13%
98
CVSCVS HEALTH CORP
15,762$1.3T0.12%
99
ORCLORACLE CORP
9,890$1.2T0.12%
100
MCDMCDONALDS CORP
4,378$1.2T0.12%
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