Svb Wealth LLC Portfolio Holdings

Svb Wealth LLC

  • $2.41 Billion
  • Q1 2025

Svb Wealth LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.41 Billion distributed in 2531 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $928M, Apple Inc. with a value of $165M, Amazon Com Inc with a value of $64.7M, Broadcom Inc. with a value of $60.2M, and Ishares Tr with a value of $55.8M.

Examining the 13F form we can see an decrease of $2.89B in the current position value, from $5.3B to 2.41B.

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 $2.41 Billion
Technology: $1.32 Billion
ETFs: $294 Million
Financial Services: $197 Million
Healthcare: $171 Million
Communication Services: $126 Million
Consumer Cyclical: $109 Million
Industrials: $52.1 Million
Energy: $47.4 Million
Other: $88.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$112B
$928 Million 38.54% of portfolio
3,501,904
Q1 2025 Reduced 36.36%
$3.24T
$165 Million 6.84% of portfolio
741,110
Q1 2025 Reduced 53.82%
$2.21T
$64.7 Million 2.69% of portfolio
339,865
Q1 2025 Reduced 3.48%
$98.9B
$60.2 Million 2.5% of portfolio
359,794
Q1 2025 Reduced 17.38%
$0
$55.8 Million 2.32% of portfolio
737,140
Q1 2025 Reduced 13.44%
$334B
$45.2 Million 1.88% of portfolio
215,679
Q1 2025 Reduced 16.25%
$782B
$44.3 Million 1.84% of portfolio
180,556
Q1 2025 Reduced 17.08%
$0
$44.1 Million 1.83% of portfolio
78,791
Q1 2025 Reduced 5.89%
$355B
$42.1 Million 1.75% of portfolio
388,172
Q1 2025 Added 6.48%
$993B
$34.2 Million 1.42% of portfolio
221,159
Q1 2025 Reduced 13.57%
$1.5T
$30.9 Million 1.28% of portfolio
53,529
Q1 2025 Reduced 1.63%
$234B
$29.9 Million 1.24% of portfolio
225,249
Q1 2025 Reduced 17.31%
$599B
$29.2 Million 1.21% of portfolio
83,297
Q1 2025 Reduced 8.51%
$1.08T
$25.2 Million 1.05% of portfolio
161,235
Q1 2025 Reduced 18.02%
$648B
$23.7 Million 0.99% of portfolio
44,546
Q1 2025 Added 0.95%
$0
$20.9 Million 0.87% of portfolio
389,182
Q1 2025 Reduced 4.73%
$199B
$19.9 Million 0.83% of portfolio
63,918
Q1 2025 Reduced 18.62%
$437B
$19.4 Million 0.81% of portfolio
163,088
Q1 2025 Added 5.18%
$445B
$18.5 Million 0.77% of portfolio
19,585
Q1 2025 Reduced 27.38%
$0
$18 Million 0.75% of portfolio
179,058
Q1 2025 Reduced 8.25%
$0
$17.1 Million 0.71% of portfolio
100,033
Q1 2025 Reduced 18.54%
$974B
$15.3 Million 0.64% of portfolio
59,148
Q1 2025 Added 0.05%
$0
$14.1 Million 0.59% of portfolio
175,348
Q1 2025 Added 23.24%
$545B
$13.5 Million 0.56% of portfolio
14,510
Q1 2025 Reduced 10.23%
$141B
$13.5 Million 0.56% of portfolio
190,786
Q1 2025 Reduced 31.44%
$37.6B
$13.2 Million 0.55% of portfolio
54,362
Q1 2025 Reduced 29.74%
$478B
$13.2 Million 0.55% of portfolio
94,594
Q1 2025 Reduced 13.9%
$444B
$12.8 Million 0.53% of portfolio
16
Q1 2025 Reduced 27.27%
$98.3B
$11.7 Million 0.49% of portfolio
68,006
Q1 2025 Reduced 33.22%
$284B
$11.8 Million 0.49% of portfolio
22,495
Q1 2025 Reduced 5.29%
$130B
$11.6 Million 0.48% of portfolio
42,728
Q1 2025 Reduced 13.92%
$91B
$11.4 Million 0.47% of portfolio
26,131
Q1 2025 Reduced 13.23%
$557B
$10 Million 0.42% of portfolio
18,327
Q1 2025 Added 18.88%
$132B
$9.7 Million 0.4% of portfolio
31,744
Q1 2025 Reduced 27.95%
$0
$9.56 Million 0.4% of portfolio
20,382
Q1 2025 Added 19.97%
$62.1B
$9.5 Million 0.39% of portfolio
32,207
Q1 2025 Reduced 23.61%
$0
$9.04 Million 0.38% of portfolio
227,843
Q1 2025 Reduced 17.3%
$117B
$8.89 Million 0.37% of portfolio
44,070
Q1 2025 Reduced 19.13%
$186B
$9 Million 0.37% of portfolio
18,171
Q1 2025 Reduced 25.42%
$201B
$8.27 Million 0.34% of portfolio
92,183
Q1 2025 Reduced 13.96%
$0
$7.49 Million 0.31% of portfolio
70,191
Q1 2025 Reduced 24.39%
$209B
$7.28 Million 0.3% of portfolio
13,326
Q1 2025 Reduced 26.0%
$106B
$7.3 Million 0.3% of portfolio
25,351
Q1 2025 Reduced 1.21%
$61.9B
$7.08 Million 0.29% of portfolio
248,034
Q1 2025 Added 65.82%
$116B
$6.93 Million 0.29% of portfolio
77,173
Q1 2025 Reduced 37.35%
$96B
$6.74 Million 0.28% of portfolio
29,125
Q1 2025 Reduced 9.41%
$16.8B
$6.59 Million 0.27% of portfolio
77,126
Q1 2025 Reduced 35.47%
$0
$6.29 Million 0.26% of portfolio
243,506
Q1 2025 New
$9.82B
$6.26 Million 0.26% of portfolio
22,014
Q1 2025 Reduced 44.17%

Summary

  • Portfolio
  • No. of Stocks 2,531
  • Current Value $2.41 Billion
  • Prior Value $5.3 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1,161 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 262 stocks
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