Svb Wealth LLC Portfolio Holdings

Svb Wealth LLC

  • $5.3 Billion
  • Q4 2024

Svb Wealth LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.3 Billion distributed in 1588 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $1.78B, Apple Inc. with a value of $402M, Microsoft Corp with a value of $140M, Ishares Tr Russell 200 Growth with a value of $108M, and Broadcom Inc. with a value of $101M.

Examining the 13F form we can see an increase of $5.18B in the current position value, from $117M to 5.3B.

Svb Wealth LLC is based out at Boston, MA

Below you can find more details about Svb Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $5.3 Billion
Technology: $2.73 Billion
ETFs: $1.11 Billion
Financial Services: $304 Million
Healthcare: $286 Million
Consumer Cyclical: $232 Million
Communication Services: $169 Million
Industrials: $168 Million
Consumer Defensive: $135 Million
Other: $164 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$145B
$1.78 Billion 33.63% of portfolio
5,502,645
Q4 2024 New
$3.93T
$402 Million 7.59% of portfolio
1,604,869
Q4 2024 Added 54,880.1%
$3.05T
$140 Million 2.63% of portfolio
331,078
Q4 2024 New
$0
$108 Million 2.04% of portfolio
459,585
Q4 2024 Added 243.07%
$92.6B
$101 Million 1.91% of portfolio
435,478
Q4 2024 New
$0
$98.9 Million 1.87% of portfolio
1,020,473
Q4 2024 Added 398.86%
$0
$82.3 Million 1.55% of portfolio
139,846
Q4 2024 Added 18,926.67%
$2.31T
$77.3 Million 1.46% of portfolio
352,133
Q4 2024 New
$0
$59.9 Million 1.13% of portfolio
851,638
Q4 2024 Added 346.85%
$0
$56.7 Million 1.07% of portfolio
717,934
Q4 2024 Added 201.97%
$821B
$52.2 Million 0.99% of portfolio
217,752
Q4 2024 New
$0
$49.1 Million 0.93% of portfolio
83,723
Q4 2024 New
$347B
$49 Million 0.92% of portfolio
364,542
Q4 2024 New
$1.1T
$48.4 Million 0.91% of portfolio
255,890
Q4 2024 New
$347B
$45.8 Million 0.86% of portfolio
257,532
Q4 2024 New
$0
$38.6 Million 0.73% of portfolio
298,260
Q4 2024 Added 391.19%
$413B
$36.2 Million 0.68% of portfolio
92,940
Q4 2024 New
$0
$34.3 Million 0.65% of portfolio
63,585
Q4 2024 New
$1.61T
$32.1 Million 0.61% of portfolio
54,415
Q4 2024 New
$228B
$30.8 Million 0.58% of portfolio
272,413
Q4 2024 New
$583B
$28.8 Million 0.54% of portfolio
91,048
Q4 2024 New
$0
$28.7 Million 0.54% of portfolio
71,385
Q4 2024 New
$392B
$27.9 Million 0.53% of portfolio
166,641
Q4 2024 New
$244B
$27.6 Million 0.52% of portfolio
78,545
Q4 2024 New
$118B
$25.6 Million 0.48% of portfolio
148,351
Q4 2024 Added 4,449.25%
$467B
$24.7 Million 0.47% of portfolio
26,970
Q4 2024 New
$0
$25.1 Million 0.47% of portfolio
197,924
Q4 2024 Added 514.79%
$236B
$25 Million 0.47% of portfolio
113,887
Q4 2024 New
$265B
$24.1 Million 0.46% of portfolio
407,902
Q4 2024 New
$1.12T
$23.9 Million 0.45% of portfolio
59,118
Q4 2024 New
$0
$21.9 Million 0.41% of portfolio
408,509
Q4 2024 Added 312.48%
$0
$21.9 Million 0.41% of portfolio
122,801
Q4 2024 Added 5,426.6%
$282B
$20 Million 0.38% of portfolio
220,832
Q4 2024 New
$628B
$20 Million 0.38% of portfolio
44,127
Q4 2024 New
$135B
$20 Million 0.38% of portfolio
278,293
Q4 2024 New
$0
$20 Million 0.38% of portfolio
636,280
Q4 2024 New
$0
$19.6 Million 0.37% of portfolio
195,165
Q4 2024 New
$0
$18.9 Million 0.36% of portfolio
177,094
Q4 2024 Added 339.91%
$154B
$19.3 Million 0.36% of portfolio
84,540
Q4 2024 New
$0
$18.6 Million 0.35% of portfolio
359,300
Q4 2024 New
$485B
$18.3 Million 0.35% of portfolio
109,861
Q4 2024 New
$0
$17.8 Million 0.34% of portfolio
154,586
Q4 2024 New
$36.9B
$17.5 Million 0.33% of portfolio
77,377
Q4 2024 New
$114B
$16.7 Million 0.32% of portfolio
78,679
Q4 2024 New
$306B
$17 Million 0.32% of portfolio
117,716
Q4 2024 New
$0
$16.2 Million 0.31% of portfolio
73,301
Q4 2024 New
$459B
$16.7 Million 0.31% of portfolio
155,052
Q4 2024 New
$140B
$16.7 Million 0.31% of portfolio
73,880
Q4 2024 New
$125B
$16.5 Million 0.31% of portfolio
49,638
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,588
  • Current Value $5.3 Billion
  • Prior Value $117 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 739 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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