Svb Wealth LLC Portfolio Holdings
Svb Wealth LLC
- $4.45 Billion
- Q1 2024
Svb Wealth LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $4.45 Billion distributed in 1873 stocks.
Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $398M, Apple Inc. with a value of $289M, Microsoft Corp with a value of $166M, Ishares Core S&P 500 ETF with a value of $119M, and Amazon Com Inc with a value of $72.6M.
Examining the 13F form we can see an increase of $359M in the current position value, from $4.09B to 4.45B.
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
$4.45 Billion
ETFs: $1.51 Billion
Technology: $1.27 Billion
Healthcare: $396 Million
Financial Services: $315 Million
Consumer Cyclical: $231 Million
Industrials: $211 Million
Communication Services: $170 Million
Consumer Defensive: $140 Million
Other: $208 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 1,873
- Current Value $4.45 Billion
- Prior Value $4.09 Billion
- Filing
- Period Q1 2024
- Filing Date May 15, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 82 stocks
- Additional Purchases 223 stocks
- Sold out of 0 stocks
- Reduced holdings in 515 stocks