Svb Wealth LLC Purchases and Sells in Q1 2025

Svb Wealth LLC

$2.41 Billion
Q1 2025

Top Buys

Incresed Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	419 + 0.95%	$442.66 - $534.52 $185K - $224K	44.5K $23.7M
KMI	98.5K + 65.82%	$26.1 - $31.22 $2.57M - $3.07M	248K $7.08M
XOM	8.04K + 5.18%	$105.44 - $118.93 $847K - $956K	163K $19.4M
NI	57.7K + 331.64%	$35.57 - $41.23 $2.05M - $2.38M	75.1K $3.01M
RF	95.8K + 255.85%	$20.84 - $24.77 $2M - $2.37M	133K $2.9M
MA	2.91K + 18.88%	$504.67 - $576.31 $1.47M - $1.68M	18.3K $10M

New Holdings

1161 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIS	244K New	$23.92 - $26.89 $5.82M - $6.55M	244K $6.29M
VONV	13.3K New	$80.21 - $86.14 $1.07M - $1.15M	13.3K $1.1M
AES	79.7K New	$9.93 - $13.23 $792K - $1.05M	79.7K $990K
VGIT	10.5K New	$57.44 - $59.4 $603K - $624K	10.5K $623K
GME	15.2K New	$21.73 - $33.37 $330K - $507K	15.2K $339K
LTH	11.1K New	$22.39 - $33.23 $248K - $368K	11.1K $334K

Top Sells

Reduced Positions

262 operations

Stock	Shares change	Price Range	Shares Held	Trade History
APP	-2M - 36.36%	$238.08 - $510.13 $476M - $1.02B	3.5M $928M
AAPL	-864K - 53.82%	$209.68 - $247.1 $181M - $213M	741K $165M
AVGO	-75.7K - 17.38%	$167.43 - $244.7 $12.7M - $18.5M	360K $60.2M
BX	-139K - 94.0%	$136.53 - $186.74 $19M - $26M	8.9K $1.24M
GOOGL	-34.7K - 13.57%	$154.33 - $206.19 $5.36M - $7.16M	221K $34.2M
AMZN	-12.3K - 3.48%	$190.26 - $242.06 $2.33M - $2.97M	340K $64.7M

Activity Summary All Purchases 1239 New Holdings 1161 Increased Positions 78 All Sells 262 Reductions 262 Sold out 0 Calls 0 Puts 0

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