WEATHERLY ASSET MANAGEMENT L. P. - Portfolio overview

WEATHERLY ASSET MANAGEMENT L. P. has 193 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. LLY - ELI LILLY & CO, 19.90%
2. AAPL - APPLE INC, 6.51%
3. AMZN - AMAZON COM INC, 3.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.