WEATHERLY ASSET MANAGEMENT L. P. Q2 2021 Filing

Filed August 12, 2021

Portfolio Value

$793.1B

Holdings

197

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (197 positions)

StockValue
PHOINVESCO EXCHANGE TRADED FD T
$1.2M
IBMINTERNATIONAL BUSINESS MACHS
$1.2M
GLWCORNING INC
$1.2M
MCDMCDONALDS CORP
$1.2M
AWRAMER STATES WTR CO
$1.2M
PFEPFIZER INC
$1.1M
PFFISHARES TR
$1.1M
ABBVABBVIE INC
$1.1M
OKTAOKTA INC
$1.1M
IJHISHARES TR
$1.0M
ORCLORACLE CORP
$1.0M
MAMASTERCARD INCORPORATED
$958K
EAELECTRONIC ARTS INC
$955K
HALHALLIBURTON CO
$893K
GENNORTONLIFELOCK INC
$887K
AMGNAMGEN INC
$869K
NUVAGBPNUVASIVE INC
$858K
ALLEALLEGION PLC
$847K
MDTMEDTRONIC PLC
$829K
LYFTLYFT INC
$828K
AQLTISHARES TR
$790K
SPYSPDR S&P 500 ETF TR
$790K
MINTPIMCO ETF TR
$781K
NDQINVESCO QQQ TR
$758K
IRINGERSOLL RAND INC
$756K
SNYSANOFI
$729K
XOMEXXON MOBIL CORP
$665K
AMTAMERICAN TOWER CORP NEW
$641K
HSYHERSHEY CO
$631K
WFCWELLS FARGO CO NEW
$610K
IWBISHARES TR
$601K
IWDISHARES TR
$599K
PSXPHILLIPS 66
$589K
UPSUNITED PARCEL SERVICE INC
$582K
TEAMATLASSIAN CORP PLC
$565K
VOOVANGUARD INDEX FDS
$564K
IWFISHARES TR
$559K
ALKALASKA AIR GROUP INC
$529K
AMDADVANCED MICRO DEVICES INC
$520K
SCHBSCHWAB STRATEGIC TR
$518K
PRFINVESCO EXCHANGE TRADED FD T
$516K
FLOTISHARES TR
$491K
SCHOSCHWAB STRATEGIC TR
$487K
SHOPSHOPIFY INC
$485K
BABAALIBABA GROUP HLDG LTD
$484K
DGDOLLAR GEN CORP NEW
$464K
XLISELECT SECTOR SPDR TR
$457K
MRKMERCK & CO INC
$452K
BMYBRISTOL-MYERS SQUIBB CO
$422K
VHTVANGUARD WORLD FDS
$417K
VEAVANGUARD TAX-MANAGED INTL FD
$406K
GEGENERAL ELECTRIC CO
$380K
CICIGNA CORP NEW
$377K
WEAWESTERN ALLIANCE BANCORP
$377K
EMREMERSON ELEC CO
$370K
TMOTHERMO FISHER SCIENTIFIC INC
$368K
SRESEMPRA ENERGY
$364K
CAGCONAGRA BRANDS INC
$361K
VTIVANGUARD INDEX FDS
$347K
DUKDUKE ENERGY CORP NEW
$342K
BIVVANGUARD BD INDEX FDS
$335K
IZRLARK ETF TR
$321K
ITRIITRON INC
$315K
NVSNNOVARTIS AG
$308K
CHKPCHECK POINT SOFTWARE TECH LT
$305K
SHYISHARES TR
$302K
LXPUSDLEXINGTON REALTY TRUST
$298K
AMATAPPLIED MATLS INC
$292K
PGRPROGRESSIVE CORP
$287K
LUVSOUTHWEST AIRLS CO
$285K
AGGISHARES TR
$279K
UNPUNION PAC CORP
$278K
ALBALBEMARLE CORP
$275K
WIPSPDR SER TR
$274K
MTUMISHARES TR
$263K
USMVISHARES TR
$262K
AWMSKYWORKS SOLUTIONS INC
$259K
EPDENTERPRISE PRODS PARTNERS L
$259K
TXNTEXAS INSTRS INC
$257K
LWLAMB WESTON HLDGS INC
$254K
LQDISHARES TR
$253K
HMCHONDA MOTOR LTD
$251K
DWDMORGAN STANLEY
$246K
MDLZMONDELEZ INTL INC
$243K
ADPAUTOMATIC DATA PROCESSING IN
$239K
LULULULULEMON ATHLETICA INC
$235K
APHAMPHENOL CORP NEW
$231K
AGCOAGCO CORP
$228K
PSAPUBLIC STORAGE
$221K
ACWIISHARES TR
$221K
DFUSDIMENSIONAL ETF TRUST
$219K
CRWDCROWDSTRIKE HLDGS INC
$216K
TTCFQTATTOOED CHEF INC
$215K
MOOVANECK VECTORS ETF TR
$209K
TIPISHARES TR
$207K
RYNRAYONIER INC
$204K
CMACOMERICA INC
$201K
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